WE EXIST TO NURTURE AND DEVELOP THE WHOLE CHILD - HEART, MIND, BODY, AND SOUL - AS AN IMAGE BEARER OF GOD THROUGH AN EXPERIENTIAL CLASSROOM MODEL, A CHRIST-CENTERED BIBLICAL WORLDVIEW, COMMUNITY SERVICE PARTNERSHIPS AND A YEAR-ROUND LEARNING MODEL.
Key facts about The Oaks Charlotte
- EIN
- 82-3073175
- Latest 990 filing
- Form 990 filing, 2022
- Annual giving (2022)
- $12,600
- Grants made (2022)
- 1
- Average grant
- $12,600
- Median grant
- $12,600
- Total assets
- $1,416,136
- Primary geography
- North Carolina (100% of itemized 2022 grant dollars)
Data from IRS Form 990 filing, 2022; updated September 2026.
Next steps with The Oaks Charlotte
- How to evaluate The Oaks Charlotte as a funder
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Financial Overview
From 2022 IRS Form 990 filing · View filing
Total Assets
$1.4M
+8.6% YoY
Annual Giving
$13K
+28.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$13K
+28.6% YoY
About The Oaks Charlotte
Based on IRS filings
The Oaks Charlotte is a nonprofit organization focused on Education, based in Charlotte, NC. IRS filing data is available from 2021 through 2022. As of 2022, the organization holds $1.4M in total assets. In 2022, it awarded 1 grant totaling $13K. Net investment income was $14.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2022 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 |
|---|---|---|
| Total Assets | $1,416,136 | $1,304,434 |
| Revenue | $1,722,095 | $1,318,180 |
| Expenses | $1,672,477 | $1,069,373 |
| Qualifying Distributions | — | — |
| Net Investment Income | $14 | $57 |
| Distributable Amount | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2022
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2022
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest recipients include With Open Eyes Foundation ($12,600).
| Recipient | Purpose | Amount |
|---|---|---|
| WITH OPEN EYES FOUNDATION Charlotte, NC | TO PROVIDE FUNDING FOR NURSERY SCHOOLS SUPPORTING REFUGEES | $12,600 |
Leadership & Key People
Officers and directors from IRS filings
The Oaks Charlotte is led by Mary Lou Capan, Executive Director on every filing since 2021; 2 of 6 officers listed in 2022 are compensated.
Officers on the 2022 filing
Mary Lou Capan
Executive Director
On filings since 2021
40 hrs/week
$76K (2022)
Dowd Simpson
Chairman
On filings since 2021
25 hrs/week
No compensation reported
Erica Stroup
Head of School
On filings since 2021
40 hrs/week
$54K (2021) → $73K (2022)
Erin Haneline
Secretary
On filings since 2021
25 hrs/week
No compensation reported
Greg Keith
Vice Chairman
On filings since 2021
2 hrs/week
No compensation reported
India Keith
Board Member
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Daniel Sturdevant (2021) — Head of School
Data from IRS Form 990 filings, 2021–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Oaks Charlotte?
The Oaks Charlotte is a nonprofit organization focused on Education, based in Charlotte, NC. It holds $1.4M in total assets as of 2022.
How large is The Oaks Charlotte?
As of 2022, The Oaks Charlotte holds $1.4M in total assets with $1.7M in annual revenue. It awarded 1 grant totaling $13K in 2022.
Where does The Oaks Charlotte operate?
The Oaks Charlotte has awarded grants in North Carolina.
What size grants does The Oaks Charlotte award?
In 2022, The Oaks Charlotte awarded 1 grant totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.
What is The Oaks Charlotte's EIN?
The Oaks Charlotte's EIN (Employer Identification Number) is 82-3073175. IRS Form 990 filing data is available on this page for 2021–2022.
Explore Open Grants
Browse active grant opportunities in The Oaks Charlotte's focus areas in our free grants database
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Data last updated September 2026. Sourced from IRS Form 990 filings.