The Sage & Dice Foundation

Foundation · Grantmaker NAPLES, FL EIN: 20-6771152

The Sage & Dice Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 9 grants totaling $16.0M. Net investment income was $248K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.4M

-7.6% YoY

Annual Giving

$16.0M

+119.6% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$1.8M

+46.4% YoY

Under IRS private-foundation payout rules, The Sage & Dice Foundation reported a distributable amount of $726K for 2024 — the minimum it must pay out in qualifying distributions.

About The Sage & Dice Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $24.9M (90%)

Florida $2.0M (7%)

Tennessee $581K (2%)

Illinois $60K (0%)

Virginia $2K (0%)

Connecticut $2K (0%)

California $500 (0%)

States

California Connecticut Florida Illinois Indiana Tennessee Virginia

Cities

BloomingtonChicagoEvansvilleIndianapolisLos AngelesNaplesNashvilleNew LondonVirginia Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,362,510	$4,722,666	$4,856,320
Revenue	$9,228,663	$9,254,465	$188,265
Expenses	$16,016,601	$7,302,907	$112,277
Qualifying Distributions	$16,006,718	$7,289,451	$110,100
Net Investment Income	$248,295	$160,825	$188,115
Distributable Amount	$726,268	$778,708	$929,441

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

32 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Indiana University Foundation Inc ($6,983,675), Iu School of Medicine ($6,918,714), Naples Children and Education Foundation ($997,957).

Recipient	Purpose	Amount
ANDREA BOCELLI FOUNDATION	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$100,000
COLLIER COUNTY COMMUNITY FOUNDATION NAPLES, FL	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$20,000
INDIANA UNIVERSITY FOUNDATION INC BLOOMINGTON, IN	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$6,983,675
IU SCHOOL OF MEDICINE INDIANAPOLIS, IN	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$6,918,714
MARION EDUCATIONAL OUTREACH EVANSVILLE, IN	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$7,500
NAPLES BOTANICAL GARDEN INC NAPLES, FL	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$599,757
NAPLES CHILDREN AND EDUCATION FOUNDATION NAPLES, FL	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$997,957
NEW LONDON HOMELESS HOSPITALITY CENTER NEW LONDON, CT	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$1,500
THE BRETT BOYER FOUNDATION NASHVILLE, TN	TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.	$375,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WILLIAM C STONE	TRUSTEE	0.5	—
MARY R STONE	TRUSTEE	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Sage & Dice Foundation?

The Sage & Dice Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $4.4M in total assets as of 2024.

How large is The Sage & Dice Foundation?

As of 2024, The Sage & Dice Foundation holds $4.4M in total assets with $9.2M in annual revenue. It awarded 9 grants totaling $16.0M in 2024.

Where does The Sage & Dice Foundation operate?

The Sage & Dice Foundation has awarded grants in California, Connecticut, Florida, Illinois, Indiana, Tennessee, Virginia.

What size grants does The Sage & Dice Foundation award?

In 2024, The Sage & Dice Foundation awarded 9 grants totaling $16.0M — an average of about $1.8M per grant, based on its IRS Form 990 filings.

How much is The Sage & Dice Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sage & Dice Foundation reported a distributable amount of $726K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.