The Bonny Oaks Foundation

Private foundation · Grantmaker Hixson, TN EIN: 62-1175793

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

9states

Share of 2026 grant dollars across all 15 itemized grants.

Cities

ChattanoogaClevelandDaytonJohnson CityMurfreesboroMorgantownAuburnNashvilleBirminghamFayettefilleJacksonKnoxvillePanama CityRomeColumbiaHuntsvilleLafayetteMillcreekMurphreesboroMuufreesboro

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K0 grants2020 0 grants2021 27 grants2022 21 grants2023 15 grants2024 15 grants2025 15 grants2026

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

Caleb Villines: $10KCaleb Villines$10KKassie Luttrell: $10KKassie Luttrell$10KOlivia Beck: $10KOlivia Beck$10KOwen Beck: $10KOwen Beck$10KSimon Hale: $10KSimon Hale$10KRiley Gordon: $10KRiley Gordon$10KGannon Montgomery: $10KGannon Montgomery$10KCooper Bramlett: $10KCooper Bramlett$10KAbigail Space: $10KAbigail Space$10KMcKensie Clay: $8KMcKensie Clay$8K

The largest 2026 recipient was Caleb Villines ($10K). Together the top 10 received $98K.

Grant Size Distribution

93 grants across all recorded years

93<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 93 grants of 93 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Caleb Villines Fayettefille, ARScholarship$10,000
Kassie Luttrell Johnson City, TNScholarship$10,000
Olivia Beck Chattanooga, TNScholarship$10,000
Owen Beck Johnson City, TNScholarship$10,000
Simon Hale Morgantown, WVScholarship$10,000
Riley Gordon Statesboro, GAScholarship$10,000
Gannon Montgomery Columbia, KYScholarship$10,000
Cooper Bramlett Huntsville, ALScholarship$10,000
Abigail Space Knoxville, TNScholarship$10,000
McKensie Clay Johnson City, TNScholarship$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)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
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

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS June 10, 2026)
  2. 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.

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