Skip to main content

Nonprofit · EIN 62-1175793

THE BONNY OAKS FOUNDATION

Tax-exempt · HIXSON, TN 37343

Financials

$104K$120K2023$75K$124K2024$306K$141K2025
Revenue Expenses · by fiscal year end
Financials of THE BONNY OAKS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$306,368$140,670$165,698$1,137,992$0$1,137,992
April 30, 2025990-PF$74,759$124,156-$49,397$972,294$0$972,294
April 30, 2024990-PF$103,896$119,859-$15,963$1,021,691$0$1,021,691
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$23,099
Other income
$283,269

Expenses

Grants and similar amounts paid
$127,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$127,000
Excise tax on investment income
$4,223

Balance sheet and other

Total assets, start of year
$972,294
Total assets, end of year
$1,137,992
Total liabilities, end of year
$0
Net assets, end of year
$1,137,992
Fair market value of assets
$1,137,992
Qualifying distributions
$127,000
Net investment income
$306,368

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
LAWANDA JACKSON
6615 RAPIDAN RIVER ROAD, HIXSON, TN 37343
PRESIDENT0$0
JANET UPTON
PO BOX 411, SEQUATCHIE, TN 37374
VICE PRESIDENT0$0
BRANDY BECK
1794 LINCOLN CIRCLE, MACON, GA 31211
SECRETARY/TREASURER0$0
ANGEL D BENNETT
4152 BONNY OAKS DRIVE, CHATTANOOGA, TN 37406
DIRECTOR0$0
RON THOMAS
PO BOX 843, HIXSON, TN 37343
DIRECTOR0$0
MARK FLECK
555 WALNUT STREET SUITE 280, CHATTANOOGA, TN 37402
DIRECTOR0$0
990-PF for the year ended April 30, 2025: 6 people
NameTitleHours / weekCompensation
LAWANDA JACKSON
6615 RAPIDAN RIVER ROAD, HIXSON, TN 37343
PRESIDENT0$0
JANET UPTON
PO BOX 411, SEQUATCHIE, TN 37374
VICE PRESIDENT0$0
BRANDY BECK
1794 LINCOLN CIRCLE, MACON, GA 31211
SECRETARY/TREASURER0$0
ANGEL D BENNETT
4152 BONNY OAKS DRIVE, CHATTANOOGA, TN 37406
DIRECTOR0$0
RON THOMAS
PO BOX 843, HIXSON, TN 37343
DIRECTOR0$0
MARK FLECK
555 WALNUT STREET SUITE 280, CHATTANOOGA, TN 37402
DIRECTOR0$0
990-PF for the year ended April 30, 2024: 6 people
NameTitleHours / weekCompensation
LAWANDA JACKSON
6615 RAPIDAN RIVER ROAD, HIXSON, TN 37343
PRESIDENT0$0
JANET UPTON
PO BOX 411, SEQUATCHIE, TN 37374
VICE PRESIDENT0$0
BRANDY BECK
1794 LINCOLN CIRCLE, MACON, GA 31211
SECRETARY/TREASURER0$0
ANGEL D BENNETT
4152 BONNY OAKS DRIVE, CHATTANOOGA, TN 37406
DIRECTOR0$0
RON THOMAS
PO BOX 843, HIXSON, TN 37343
DIRECTOR0$0
MARK FLECK
555 WALNUT STREET SUITE 280, CHATTANOOGA, TN 37402
DIRECTOR0$0

Address and contacts

Address (IRS master file)
6615 RAPIDAN RIVER RD, HIXSON, TN 37343-3399
Signed the 990-PF
LAWANDA JACKSON, PRESIDENT
Phone
(423) 622-0636
Return prepared by
HENDERSON HUTCHERSON & MCCULLOUGH PLLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
62-1175793
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
1985
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$1,137,992
Income (IRS master file)
$306,368

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$306,368$140,670$1,137,992XML
990-TApril 2026–––IRS
990-PFApril 2025$74,759$124,156$972,294XML
990-TApril 2025–––IRS
990-PFApril 2024$103,896$119,859$1,021,691XML
990-TApril 2024–––IRS
990-PFApril 2023–––IRS
990-TApril 2023–––IRS
990-PFApril 2022–––IRS
990-TApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 62-1175793).

Questions about THE BONNY OAKS FOUNDATION

What is the EIN of THE BONNY OAKS FOUNDATION?
The employer identification number (EIN) of THE BONNY OAKS FOUNDATION is 62-1175793.
Is THE BONNY OAKS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to THE BONNY OAKS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE BONNY OAKS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE BONNY OAKS FOUNDATION due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE BONNY OAKS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of THE BONNY OAKS FOUNDATION?
The 990-PF for the year ended April 30, 2026 lists 6 people; 0 received compensation from the organization.
How much revenue does THE BONNY OAKS FOUNDATION have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $306,368, expenses of $140,670 and total assets of $1,137,992 at year end.

Other nonprofits in HIXSON

All nonprofits in HIXSON · Tennessee