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Nonprofit · EIN 11-3587120

CAROL AND SHELBY BONNIE CHARITABLE FUND

Tax-exempt · KESWICK, VA 22947

Financials

$6K$10K2023$7K$10K2024$27K$25K2025
Revenue Expenses · by fiscal year end
Financials of CAROL AND SHELBY BONNIE CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$26,991$25,150$1,841$144,254$0$144,254
December 31, 2024990-PF$7,031$10,157-$3,126$142,413$0$142,413
December 31, 2023990-PF$6,141$10,050-$3,909$145,539$0$145,539
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$6,990
Net gain from sales of assets
$20,001

Expenses

Grants and similar amounts paid
$25,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$25,000
Excise tax on investment income
$276

Balance sheet and other

Total assets, start of year
$142,413
Total assets, end of year
$144,254
Total liabilities, end of year
$0
Net assets, end of year
$144,254
Fair market value of assets
$252,615
Qualifying distributions
$25,000
Net investment income
$20,001

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Carol N Bonnie
PO Box 360, Keswick, VA 22947
Director President0$0
Shelby Bonnie
PO Box 360, Keswick, VA 22947
Director Treasurer0$0
James B Cloonan
PO Box 360, Keswick, VA 22947
Director Asst Treasurer0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Carol N Bonnie
PO Box 360, Keswick, VA 22947
Director President0$0
Shelby Bonnie
PO Box 360, Keswick, VA 22947
Director Treasurer0$0
James B Cloonan
PO Box 360, Keswick, VA 22947
Director Asst Treasurer0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Carol N Bonnie
PO Box 360, Keswick, VA 22947
Director President0$0
Shelby Bonnie
PO Box 360, Keswick, VA 22947
Director Treasurer0$0
James B Cloonan
PO Box 360, Keswick, VA 22947
Director Asst Treasurer0$0

Address and contacts

Address (IRS master file)
PO BOX 360, KESWICK, VA 22947-0360
In care of
% JAMES B CLOONAN
Signed the 990-PF
James B Cloonan, Bonnie Management Company Inc.
Phone
(516) 872-4900

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-3587120
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$144,254
Income (IRS master file)
$32,305

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$26,991$25,150$144,254XML
990-PFDecember 2024$7,031$10,157$142,413XML
990-PFDecember 2023$6,141$10,050$145,539XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3587120).

Questions about CAROL AND SHELBY BONNIE CHARITABLE FUND

What is the EIN of CAROL AND SHELBY BONNIE CHARITABLE FUND?
The employer identification number (EIN) of CAROL AND SHELBY BONNIE CHARITABLE FUND is 11-3587120.
Is CAROL AND SHELBY BONNIE CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CAROL AND SHELBY BONNIE CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CAROL AND SHELBY BONNIE CHARITABLE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of CAROL AND SHELBY BONNIE CHARITABLE FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CAROL AND SHELBY BONNIE CHARITABLE FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CAROL AND SHELBY BONNIE CHARITABLE FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CAROL AND SHELBY BONNIE CHARITABLE FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,991, expenses of $25,150 and total assets of $144,254 at year end.

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