The Oaks Charlotte

CHARLOTTE, NC EIN: 82-3073175

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.

Financial Overview

From 2022 IRS Form 990-PF · 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 grants totaling $13K. Net investment income was $14.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Charlotte

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$474K$947K$1M$2M20212022
Metric20222021
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

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$13K1 grants20211 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2022

WITH OPEN EYES FOUNDATION$13K

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include With Open Eyes Foundation ($12,600).

RecipientPurposeAmount
WITH OPEN EYES FOUNDATION CHARLOTTE, NCTO PROVIDE FUNDING FOR NURSERY SCHOOLS SUPPORTING REFUGEES$12,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

MARY LOU CAPANEXECUTIVE DIRECTOR$76KERICA STROUPHEAD OF SCHOOL$73K

From 2022 filing

NameTitleHoursCompensation
DOWD SIMPSONCHAIRMAN25
GREG KEITHVICE CHAIRMAN2
ERIN HANELINESECRETARY25
INDIA KEITHBOARD MEMBER2
ERICA STROUPHEAD OF SCHOOL40$73,083
MARY LOU CAPANEXECUTIVE DIRECTOR40$75,833

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 grants 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 grants 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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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