WHITNEY AND ANNE STONE FOUNDATION
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A SUBSTANTIAL CONTRACTION OCCURRED IN LATE 2022 UPON THE DIVISION OF THE FOUNDATION IN TWO, WHERE ONE-HALF OF THE FOUNDATION'S ASSETS WERE TRANSFERRED TO THE NEWLY FORMED STONE-WOOD FAMILY FOUNDATION (EIN 88- 0745007). THE TRANSFERS OCCURRED AFTER THE STONE-WOOD FAMLY FOUNDATION RECEIVED APPROVAL OF 501(C)(3) TAX-EXEMPT PRIVATE FOUNDATION STATUS ON 08/11/2022, EFFECTIVE 02/02/2022 (SEE ATTACHED RULING LETTER 1076). DISTRIBUTED ASSETS INCLUDED CASH OF 23,652, CORPORATE STOCK (I.E. PUBLICLY TRADED SECURITIES) WITH A TOTAL FAIR MARKET VALUE OF 2,437,137, AND A PRIVATE INVESTMENT (CHILTON SELECT EQUITY FUND, LP) WITH A FAIR MARKET VALUE OF 577,824 (SEE ATTACHMENT FOR ASSET DETAILS). RECIPIENT SUCCESSOR FOUNDATION DETAILS ARE AS FOLLOWS: NAME: THE STONE-WOOD FAMILY FOUNDATION EIN: 88-0745007 INITIAL TRUSTEE: ELIZABETH WOOD STUART MAILING ADDRESS: C/O CHILTON, 1290 E MAIN ST, 1FL, STAMFORD, CT 06902
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $4.6M | $198K | N/A |
| 2019 | N/A | $5.7M | $232K | N/A |
| 2020 | N/A | $6.3M | $258K | N/A |
| 2022 | $263K | $3.0M | $382K | 52 |
| 2023 | $162K | $3.4M | $33K | 28 |
Grant Size Distribution
Based on 80 grants on record
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| ELIZABETH WOOD STUART | TRUSTEE | — |
| DAVID J WOOD JR | TRUSTEE | — |
| ELIZABETH WOOD | TRUSTEE | — |
Grants Awarded (80 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| UNITED WAY | CHARLOTTESVILLE, VA | $18,000 | GENERAL SUPPORT | 2022 |
| HOSPICE OF PIEDMONT | CHARLOTTESVILLE, VA | $17,000 | GENERAL SUPPORT | 2022 |
| ST PAUL'S CHURCH-IVY | CHARLOTTESVILLE, VA | $17,000 | GENERAL SUPPORT | 2022 |
| HOSPICE OF PIEDMONT | CHARLOTTESVILLE, VA | $16,000 | GENERAL SUPPORT | 2023 |
| MARTHA JEFFERSON HOSPITAL | CHARLOTTESVILLE, VA | $15,000 | GENERAL SUPPORT | 2023 |
| MARTHA JEFFERSON HOSPITAL | CHARLOTTESVILLE, VA | $15,000 | GENERAL SUPPORT | 2022 |
| UVA CHILDREN'S MEDICAL CENTER | CHARLOTTESVILLE, VA | $11,000 | GENERAL SUPPORT | 2022 |
| SERVICE DOGS OF VIRGINIA | CHARLOTTESVILLE, VA | $10,000 | GENERAL SUPPORT | 2023 |
| THOMAS JEFFERSON FOUNDATION-CABINET | CHARLOTTESVILLE, VA | $10,000 | GENERAL SUPPORT | 2022 |
| UNITED WAY OF GREATER | CHARLOTTESVILLE, VA | $10,000 | GENERAL SUPPORT | 2023 |
| SERVICE DOGS OF VIRGINIA | CHARLOTTESVILLE, VA | $10,000 | GENERAL SUPPORT | 2022 |
| CHARLOTTESVILLE FREE CLINIC | CHARLOTTESVILLE, VA | $9,000 | GENERAL SUPPORT | 2022 |
| FOOTHILLS CHILD ADVOCACY CENTER | CHARLOTTESVILLE, VA | $8,000 | GENERAL SUPPORT | 2022 |
| VVFS | RICHMOND, VA | $8,000 | GENERAL SUPPORT | 2022 |
| BLUE RIDGE AREA FOOD BANK | VERONA, VA | $8,000 | GENERAL SUPPORT | 2023 |
| BLUE RIDGE AREA FOOD BANK | VERONA, VA | $8,000 | GENERAL SUPPORT | 2022 |
| THOMAS JEFFERSON FOUNDATION INC | CHARLOTTESVILLE, VA | $8,000 | GENERAL SUPPORT | 2023 |
| WESTERN ALBEMARLE RESCUE SQUAD | CROZET, VA | $7,000 | GENERAL SUPPORT | 2022 |
| PEIDMONT CASA INC | WUBDER, GA | $7,000 | GENERAL SUPPORT | 2022 |
| SHELTER FOR HELP IN EMERGENCY | CHARLOTTESVILLE, VA | $7,000 | GENERAL SUPPORT | 2022 |
| SALVATION ARMY | CHARLOTTESVILLE, VA | $7,000 | GENERAL SUPPORT | 2022 |
| BOYS AND GIRLS CLUB | CHARLOTTESVILLE, VA | $7,000 | GENERAL SUPPORT | 2022 |
| CHARLOTTESVILLE ALBEMARLE RESCUE | CHARLOTTESVILLE, VA | $6,000 | GENERAL SUPPORT | 2022 |
| AMERICAN RED CROSS | CHARLOTTESVILLE, VA | $6,000 | GENERAL SUPPORT | 2022 |
| CHARLOTTESVILLE AREA RIDING THREAPY | CROZET, VA | $6,000 | GENERAL SUPPORT | 2022 |