Lake Monticello Owners Association
To manage and serve the lake monticello community; including providing security,recreational facilities, roads, and common area maintenance
Lake Monticello Owners Association at a glance
In short: Lake Monticello Owners Association gave $50K across 1 grant in 2024 (avg $50K), mostly in Virginia. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $50,000
- Grants made (2024)
- 1
- Average grant
- $50,000
- Median grant
- $50,000
- Total assets
- $30,039,043
- +6.9% vs 2023
- Primary geography
- Virginia (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Lake Monticello Owners Association funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Lake Monticello Vol Fire Dept ($50K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lake Monticello Vol Fire Dept Palmyra, VA | Fundraiser | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $30,039,043 | $9,303,648 | $8,665,084 | $50,000 | 1 | $324,328 |
| 2023 | $28,112,159 | $9,583,315 | $9,372,317 | — | — | $133,066 |
| 2022 | $27,282,606 | $9,392,459 | $9,540,315 | — | — | $82,924 |
| 2021 | $27,325,227 | $9,680,580 | $9,660,998 | — | — | $85,136 |
| 2020 | $29,469,469 | $8,070,750 | $7,483,671 | — | — | $72,574 |
About Lake Monticello Owners Association
Based on IRS filings
Lake Monticello Owners Association is a public charity, based in Lake Monticello, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.0M in total assets. In 2024, it awarded 1 grant totaling $50K. Net investment income was $324K.
Leadership & Key People
Officers and directors from IRS filings
Lake Monticello Owners Association is led by Larry Henson, President on every filing since 2021; 1 of 8 officers listed in 2024 is compensated.
Officers on the 2024 filing
Larry Henson
President
On filings since 2021
4 hrs/week
No compensation reported
Michael Kelly
Director
Treasurer → Director, 2024
On filings since 2023
4 hrs/week
No compensation reported
Kate Schoenster
Director
New on the 2024 filing
4 hrs/week
No compensation reported
Nicholas Canada
Director
New on the 2024 filing
4 hrs/week
No compensation reported
Tom Schauder
General Mana
On filings since 2022
40 hrs/week
$119K (2022) → $147K (2024)
Gary Sellick
Vice President
Secretary → Vice President, 2022
On filings since 2021
4 hrs/week
No compensation reported
Jennifer Richardson
Secretary
New on the 2024 filing
4 hrs/week
No compensation reported
Scott Murdoch
Treasurer
New on the 2024 filing
4 hrs/week
No compensation reported
Former officers (16)
- Former: John Williamson (2020–2023) — Secretary
- Former: Jeff Spinello (2021–2023) — Director
- Former: Don Polonis (2022–2023) — Director
- Former: Bradley Braut (2023) — Director
- Former: Michael Warner (2023) — Finance Director
- Former: Jay Hinkle (2020–2022) — Treasurer
- Former: Debra Kurre (2022) — Director
- Former: Johnny Williamson (2022) — Secretary
- Former: Steve Hurwitz (2020–2021) — General Mana
- Former: Judy Fish (2021) — Vice President
- Former: Nicole Hawker (2021) — Director
- Former: Bing Spitler (2020) — Secretary
- Former: Jim Gerling (2020) — Director
- Former: Mike Harrison (2020) — Treasurer
- Former: Richard Barringer (2020) — President
- Former: Thomas Braithwaite (2020) — Vice President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $147K, to Tom Schauder (General Mana).
Frequently asked questions about Lake Monticello Owners Association
How much does Lake Monticello Owners Association give each year?
Lake Monticello Owners Association gave $50K across 1 grant in 2024, according to its 2024 IRS Form 990.
How large is Lake Monticello Owners Association?
Lake Monticello Owners Association reported $30.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $9.3M.
Where does Lake Monticello Owners Association operate?
Lake Monticello Owners Association has awarded grants in Virginia.
What is Lake Monticello Owners Association's EIN?
Lake Monticello Owners Association's EIN (Employer Identification Number) is 54-0897858. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Lake Monticello Owners Association's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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