Chardonnay Foundation
Chardonnay Foundation is a private foundation based in Amelia Island, Florida. Its 2022 filing is marked as its final return, indicating that the foundation appears to have wound down or stopped grantmaking.
Chardonnay Foundation at a glance
In short: Chardonnay Foundation gave $2.8M across 29 grants in 2022 (avg $97K), mostly in Indiana. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $2,820,724
- +1719.7% vs 2021
- Grants made (2022)
- 29
- +7.4% vs 2021
- Average grant
- $97,266
- +1594.2% vs 2021
- Median grant
- $5,000
- Primary geography
- Indiana (94% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026.
How to apply to Chardonnay Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Its filing is marked as a final return, so this policy should not be treated as a current application opportunity.
- Contact
Mailing address: 1641 Scott Road, Amelia Island, FL 32034-5642
Phone: (904) 277-1597
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Chardonnay Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
The largest 2022 recipient was Morgan Stanley Global Impact Funding Trust Inc ($2.6M). Together the top 10 received $2.8M.
Grant Size Distribution
57 grants across all recorded years
The most common grant size was under $50K: 56 grants of 57 (98%).
Geographic Focus
Where this funder awards grants
The 2022 grant-dollar distribution was reported as 94% to recipients in Indiana, 4% in Florida, 1% in Oklahoma, 1% in Virginia, and less than 1% in Iowa. The Indiana share reflects the large grant to Morgan Stanley Global Impact Funding Trust. The filing also lists grants to organizations in other states, including Georgia and North Carolina.
Grant Distribution by State
Share of 2022 grant dollars across all 29 itemized grants.
Cities
How Chardonnay Foundation gives
- 93% of 2022 grantees were also funded in 2021. Method
- In 2021 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $5K (2020) to $2.8M (2022). In 2022 it made 29 grants totaling $2.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN | To Make Charitible Contributions | $2,648,714 |
| Feed the Children Oklahoma City, OK | Feeding and Educational Supplies for Children | $21,260 |
| Barnabas Center Fernandina Beach, FL | Support of Their Various Programs and Services | $15,000 |
| Nassau Humane Society Fernandina Beach, FL | Directed for Emergency Medical Treatments. | $15,000 |
| Big Brothers & Big Sisters of Nassau CO Inc Fernandina Beach, FL | Support of Their Various Programs and Services | $10,000 |
| Boys & Girls Club of North East Florida Fernandina Beach, FL | Support of Their Various Programs and Services | $10,000 |
| Farm Share Jacksonville, FL | Nassau County Services | $10,000 |
| Micah's Place Fernandina Beach, FL | Support of Their Various Programs and Services | $10,000 |
| Paws for Seniors Bealeton, VA | Directed for Dog Emergency Services and Surgeries | $10,000 |
| The Salvation Army Fernandina Beach, FL | Support of Their Various Programs and Services | $10,000 |
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Financial History
Multi-year comparison from IRS filings
Assets for 2022 were not provided.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $89,587 | $2,678,142 | $2,820,724 | 29 | $2,820,724 | $59,966 | — |
| 2021 | $2,760,595 | $411,349 | $218,479 | $155,010 | 27 | $155,010 | $362,840 | $158,409 |
| 2020 | $2,552,765 | $136,861 | $201,676 | $5,000 | 1 | — | $97,195 | $145,239 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2022 grants show support for a range of charitable organizations. For example, Barnabas Center describes its work as providing temporary aid to Nassau County residents during crises, and Micah’s Place describes providing services to victims of domestic violence and community education. Nassau Humane Society says it provides rescue, shelter, veterinary care, and adoption services for homeless and abandoned pets in Nassau County.
Grantmaking
In 2022, the foundation reported 29 grants totaling $2,820,724. Grant amounts ranged from $750 to $2,648,714, with a median grant of $5,000. The largest grant was $2,648,714 to Morgan Stanley Global Impact Funding Trust, whose stated role is to sponsor a donor-advised fund program.
Other notable 2022 grants included $21,260 to Feed the Children; $15,000 each to Barnabas Center and Nassau Humane Society; and $10,000 each to Big Brothers & Big Sisters of Nassau County, Boys & Girls Club of North East Florida, Farm Share, Micah’s Place, Paws for Seniors, and The Salvation Army.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing lists David R. Smith as president and Patricia R. Smith as vice president.
Chardonnay Foundation is led by David R. Smith, President on every filing since 2020; none of the 2 officers listed in 2022 report compensation.
Officers on the 2022 filing
David R. Smith
President
On filings since 2020
No compensation reported
Patricia R. Smith
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Chardonnay Foundation
How much does Chardonnay Foundation give each year?
Chardonnay Foundation gave $2.8M across 29 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $155K across 27 grants.
What is Chardonnay Foundation's typical grant size?
Chardonnay Foundation's median grant in 2022 was $5,000, and its average grant was $97,266, across 29 grants on its 2022 IRS Form 990-PF.
Where does Chardonnay Foundation give grants?
Chardonnay Foundation gives mostly in Indiana: 94% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fernandina Beach, FL (9 grants) and Arlington, VA (3 grants).
Does Chardonnay Foundation give general operating support?
Not in 2022: none of the 29 grants with a stated purpose on Chardonnay Foundation's 2022 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Their Various Programs and Services" (16 grants).
Who are Chardonnay Foundation's largest grantees?
Chardonnay Foundation's largest 2022 grantees include Morgan Stanley Global Impact Funding Trust Inc ($2,648,714), Feed the Children ($21,260) and Barnabas Center ($15,000), according to its 2022 IRS Form 990-PF. Together they received 95% of its itemized 2022 grant dollars.
What does Chardonnay Foundation fund?
No mission statement for the foundation is provided. Its 2022 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Chardonnay Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Chardonnay Foundation's EIN?
Chardonnay Foundation's EIN (Employer Identification Number) is 74-3055189. IRS Form 990 filing data is available on this page for 2020–2022.
Does Chardonnay Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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