The Bonny Oaks Foundation
The Bonny Oaks Foundation is a private foundation, based in HIXSON, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $972K in total assets. In 2025, it awarded 15 grants totaling $111K. Net investment income was $72K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$972K
-4.8% YoY
Annual Giving
$111K
+3.7% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$7K
+3.7% YoY
Under IRS private-foundation payout rules, The Bonny Oaks Foundation reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
About The Bonny Oaks Foundation
Based on IRS filings
The Bonny Oaks Foundation is a private foundation, based in HIXSON, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $972K in total assets. In 2025, it awarded 15 grants totaling $111K. Net investment income was $72K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $972,294 | $1,021,691 | $1,037,654 |
| Revenue | $74,759 | $103,896 | $42,366 |
| Expenses | $124,156 | $119,859 | $140,432 |
| Qualifying Distributions | $111,000 | $107,000 | $128,500 |
| Net Investment Income | $71,852 | $21,372 | $21,559 |
| Distributable Amount | $50,338 | $49,444 | $50,947 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Kassie Luttrell ($10,000), Mason Leuty ($10,000), Olivia Beck ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COOPER HILLIARD CHATTANOOGA, TN | SCHOLARSHIP | $5,000 |
| DAVID BENNETT MURFREESBORO, TN | SCHOLARSHIP | $6,000 |
| GAVIN ERICKSON CHATTANOOGA, TN | SCHOLARSHIP | $6,000 |
| HANNAH TERREY DAYTON, TN | SCHOLARSHIP | $6,000 |
| KASSIE LUTTRELL JOHNSON CITY, TN | SCHOLARSHIP | $10,000 |
| MASON LEUTY CHATTANOOGA, TN | SCHOLARSHIP | $10,000 |
| OLIVIA BECK CHATTANOOGA, TN | SCHOLARSHIP | $10,000 |
| SIMON HALE MORGANTOWN, WV | SCHOLARSHIP | $10,000 |
| TYLER HILLIARD CHATTANOOGA, TN | SCHOLARSHIP | $5,000 |
| OWEN BECK JOHNSON CITY, TN | SCHOLARSHIP | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAWANDA JACKSON | PRESIDENT | — | — |
| JANET UPTON | VICE PRESIDENT | — | — |
| BRANDY BECK | SECRETARY/TREASURER | — | — |
| ANGEL D BENNETT | DIRECTOR | — | — |
| RON THOMAS | DIRECTOR | — | — |
| MARK FLECK | DIRECTOR | — | — |
Frequently Asked Questions
How large is The Bonny Oaks Foundation?
As of 2025, The Bonny Oaks Foundation holds $972K in total assets with $75K in annual revenue. It awarded 15 grants totaling $111K in 2025.
Where does The Bonny Oaks Foundation operate?
The Bonny Oaks Foundation has awarded grants in Alabama, Arkansas, Florida, Georgia, Louisiana, Tennessee, Utah, West Virginia.
What size grants does The Bonny Oaks Foundation award?
In 2025, The Bonny Oaks Foundation awarded 15 grants totaling $111K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Bonny Oaks Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Bonny Oaks Foundation reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in The Bonny Oaks Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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