Carol and Shelby Bonnie Charitable Fund
Carol and Shelby Bonnie Charitable Fund is a private foundation, based in Keswick, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $144K in total assets. In 2025, it awarded 1 grant totaling $25K. Net investment income was $20K.
Carol and Shelby Bonnie Charitable Fund at a glance
In short: Carol and Shelby Bonnie Charitable Fund gave $25K across 1 grant in 2025 (avg $25K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +150.0% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $25,000
- +400.0% vs 2024
- Median grant
- $25,000
- Total assets
- $144,254
- +1.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Carol and Shelby Bonnie Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was California Pacific Medical Center ($25K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Carol and Shelby Bonnie Charitable Fund gives
- Giving grew 400% from 2022 to 2025. Method
- In 2025 it paid out 201% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $5K (2022) to $25K (2025). In 2025 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| California Pacific Medical Center San Francisco, CA | General use | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $144,254 | $26,991 | $25,150 | $25,000 | 1 | $25,000 | $19,851 | $12,440 |
| 2024 | $142,413 | $7,031 | $10,157 | $10,000 | 2 | $10,157 | $6,984 | $11,467 |
| 2023 | $145,539 | $6,141 | $10,050 | $10,000 | 1 | $10,050 | $6,473 | $10,200 |
| 2022 | $149,448 | $5,163 | $5,375 | $5,000 | 1 | $5,000 | $4,788 | $9,987 |
| 2021 | $149,660 | $4,704 | $10,050 | $10,000 | 1 | $10,000 | $4,654 | $10,974 |
| 2020 | $155,006 | $4,275 | $216 | — | — | — | $4,059 | $8,970 |
Under IRS private-foundation payout rules, Carol and Shelby Bonnie Charitable Fund reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carol and Shelby Bonnie Charitable Fund is led by Carol N Bonnie, Director President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carol N Bonnie
Director President
On filings since 2020
No compensation reported
Shelby Bonnie
Director Treasurer
On filings since 2020
No compensation reported
James B Cloonan
Director Assistant Treasurer
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Carol and Shelby Bonnie Charitable Fund
How much does Carol and Shelby Bonnie Charitable Fund give each year?
Carol and Shelby Bonnie Charitable Fund gave $25K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 2 grants.
How large is Carol and Shelby Bonnie Charitable Fund?
Carol and Shelby Bonnie Charitable Fund reported $144K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
Where does Carol and Shelby Bonnie Charitable Fund operate?
Carol and Shelby Bonnie Charitable Fund has awarded grants in California, Florida.
What is Carol and Shelby Bonnie Charitable Fund's EIN?
Carol and Shelby Bonnie Charitable Fund's EIN (Employer Identification Number) is 11-3587120. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 11, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 10, 2026)
- IRS filings on file for fiscal years 2020–2025
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