The Bonny Oaks Foundation
The Bonny Oaks Foundation is a Form 990-PF (a private foundation) based in Hixson, Tennessee. It provides educational grants to deserving students qualified for post-secondary education; its 2026 filing reports 15 grants totaling $127,000, including grants identified as scholarships.
Key facts about The Bonny Oaks Foundation
In short: The Bonny Oaks Foundation gave $127K across 15 grants in 2026 (avg $8K), mostly in Tennessee. Source: 2026 IRS Form 990-PF.
- EIN
- 62-1175793
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $127,000
- Grants made (2026)
- 15
- Average grant
- $8,467
- Median grant
- $10,000
- Total assets
- $1,137,992
- Primary geography
- Tennessee (61% of itemized 2026 grant dollars)
- 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. Full details ↓
Data from IRS Form 990-PF, 2026; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.1M
+17.0% YoY
Annual Giving
$127K
+14.4% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$8K
+14.4% YoY
Under IRS private-foundation payout rules, The Bonny Oaks Foundation reported a distributable amount of $48K for 2026 — the minimum it must pay out in qualifying distributions.
How The Bonny Oaks Foundation gives
- Giving held roughly steady from 2023 to 2026 (−1%). Method
- In 2026 it paid out 262% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The foundation’s 2025 filing describes its direct charitable activity as providing educational grants to deserving students qualified for post-secondary education. Its 2026 grants listed in the filing were identified as scholarships.
Grantmaking
In filing year 2026, the foundation reported 15 grants totaling $127,000. Grant amounts ranged from $5,000 to $10,000, with a median of $10,000. Listed grants included $10,000 each to Caleb Villines, Kassie Luttrell, Olivia Beck, Owen Beck, Simon Hale, Riley Gordon, Gannon Montgomery, Cooper Bramlett, and Abigail Space; $8,000 to McKensie Clay; and $6,000 each to David Bennett and Hannah Terry. The listed purposes were scholarships.
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Geographic Focus
Where this funder awards grants
In filing year 2026, 61% of grant dollars went to recipients in Tennessee. The filing also reports shares of 8% each for Arkansas, West Virginia, Georgia, and Kentucky.
Grant Distribution by State
Share of 2026 grant dollars across all 15 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2026, annual grant giving ranged from $107K (2024) to $129K (2023). In 2026 it made 15 grants totaling $127K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Caleb Villines ($10K). Together the top 10 received $98K.
Grant Size Distribution
93 grants across all recorded years
The most common grant size was under $50K: 93 grants of 93 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Caleb Villines Fayettefille, AR | Scholarship | $10,000 |
| Kassie Luttrell Johnson City, TN | Scholarship | $10,000 |
| Olivia Beck Chattanooga, TN | Scholarship | $10,000 |
| Owen Beck Johnson City, TN | Scholarship | $10,000 |
| Simon Hale Morgantown, WV | Scholarship | $10,000 |
| Riley Gordon Statesboro, GA | Scholarship | $10,000 |
| Gannon Montgomery Columbia, KY | Scholarship | $10,000 |
| Cooper Bramlett Huntsville, AL | Scholarship | $10,000 |
| Abigail Space Knoxville, TN | Scholarship | $10,000 |
| McKensie Clay Johnson City, TN | Scholarship | $8,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants given |
|---|---|---|---|---|
| 2026 | $1,137,992 | $306,368 | $140,670 | $127,000 (15 grants) |
| 2025 | $972,294 | $74,759 | $124,156 | $111,000 (15 grants) |
| 2024 | $1,021,691 | $103,896 | $119,859 | $107,000 (15 grants) |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,137,992 | $972,294 | $1,021,691 |
| Revenue | $306,368 | $74,759 | $103,896 |
| Expenses | $140,670 | $124,156 | $119,859 |
| Qualifying Distributions | $127,000 | $111,000 | $107,000 |
| Net Investment Income | $303,794 | $71,852 | $21,372 |
| Distributable Amount | $48,421 | $50,338 | $49,444 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 10, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Lawanda Jackson as president; Janet Upton as vice president; Brandy Beck as secretary/treasurer; and Angel D Bennett, Ron Thomas, and Mark Fleck as directors.
The Bonny Oaks Foundation is led by Lawanda Jackson, President on every filing since 2020; none of the 6 officers listed in 2026 report compensation.
Officers on the 2026 filing
Lawanda Jackson
President
On filings since 2020
No compensation reported
Angel D. Bennett
Director
On filings since 2020
No compensation reported
Mark Fleck
Director
Finance Advisor → Director, 2022
On filings since 2020
No compensation reported
Ron Thomas
Director
On filings since 2020
No compensation reported
Janet Upton
Vice President
On filings since 2020
No compensation reported
Brandy Beck
Secretary & Treasurer
On filings since 2022
No compensation reported
Former officers (2)
- Former: Mickey Robbins (2020–2023) — Director
- Former: Brandy N Stamps (2020–2021) — Secretary Treasurer
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 6615 Rapidan River Road, Hixson, TN 37343
Phone: (423) 622-0636
Frequently asked questions about The Bonny Oaks Foundation
How much does The Bonny Oaks Foundation give each year?
The Bonny Oaks Foundation gave $127K across 15 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $111K across 15 grants.
What is The Bonny Oaks Foundation's typical grant size?
The Bonny Oaks Foundation's median grant in 2026 was $10,000, and its average grant was $8,467, across 15 grants on its 2026 IRS Form 990-PF.
Where does The Bonny Oaks Foundation give grants?
The Bonny Oaks Foundation gives mostly in Tennessee: 61% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Arkansas (8%) and West Virginia (8%). The most frequent recipient cities were Johnson City, TN (3 grants), Chattanooga, TN (3 grants) and Murfreesboro, TN (2 grants).
Does The Bonny Oaks Foundation give general operating support?
Not in 2026: none of the 15 grants with a stated purpose on The Bonny Oaks Foundation's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (15 grants).
Who are The Bonny Oaks Foundation's largest grantees?
The Bonny Oaks Foundation's largest 2026 grantees include Caleb Villines ($10,000), Kassie Luttrell ($10,000) and Olivia Beck ($10,000), according to its 2026 IRS Form 990-PF. Together they received 24% of its itemized 2026 grant dollars.
How large is The Bonny Oaks Foundation?
The Bonny Oaks Foundation reported $1.1M in total assets on its 2026 IRS Form 990-PF. It paid out $127K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets).
What does The Bonny Oaks Foundation fund?
The foundation’s 2025 filing describes its direct charitable activity as providing educational grants to deserving students qualified for post-secondary education. Its 2026 grants listed in the filing were identified as scholarships. See mission & focus areas ↑
How do I apply for a grant from The Bonny Oaks 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 The Bonny Oaks Foundation's EIN?
The Bonny Oaks Foundation's EIN (Employer Identification Number) is 62-1175793. IRS Form 990 filing data is available on this page for 2020–2026.
Does The Bonny Oaks Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Bonny Oaks Foundation by hand.
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