Willow Oak Montessori Foundation
Willow Oak Montessori Foundation, inc. Exists to support the educational activities of two montessori schools in Chatham county, North Carolina, willow oak montessori childrens house and willow oak montessori charter school. Specifically, the organization raises funds for the schools and plans to develop/manage joint facilities for the schools.
Willow Oak Montessori Foundation at a glance
- Total assets
- $7,767,986
- -2.0% vs 2024
- Revenue (2025)
- $653,082
- -12.5% vs 2024
- Net investment income (2025)
- $13,539
- +145.9% vs 2024
- Expenses (2025)
- $656,513
- +10.6% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Willow Oak Montessori Foundation funds
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2020, annual grant giving ranged from $36K (2020) to $69K (2019). In 2020 it made 2 grants totaling $36K.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $7,767,986 | $653,082 | $656,513 | — | — | $13,539 |
| 2024 | $7,930,142 | $746,245 | $593,814 | — | — | $5,505 |
| 2023 | $7,977,070 | $603,139 | $634,824 | — | — | — |
| 2022 | $8,053,407 | $546,673 | $569,441 | — | — | — |
| 2021 | $8,214,597 | $430,715 | $463,316 | — | — | — |
| 2020 | $6,374,348 | $43,693 | $137,307 | $36,470 | 2 | $206 |
| 2019 | $989,342 | $66,812 | $102,460 | $68,997 | 2 | $1,859 |
About Willow Oak Montessori Foundation
Based on IRS filings
Willow Oak Montessori Foundation is a public charity focused on Education, based in Pittsboro, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.8M in total assets. Net investment income was $14K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Willow Oak Montessori Foundation is led by Lindsay Dentel, Board President since 2025 (on filings since 2024); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lindsay Dentel
Board President
Director → Board President, 2025
On filings since 2024
1 hr/week
No compensation reported
Andrew Lerner
Trustee
Board Secretary → Trustee, 2025
On filings since 2023
1 hr/week
No compensation reported
Jennie Boysen
Trustee
Director → Trustee, 2025
On filings since 2024
1 hr/week
No compensation reported
Sarah Plummer Taylor
Trustee
Director → Trustee, 2025
On filings since 2024
1 hr/week
No compensation reported
Brian Karasek
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Susan Johnstone
Head of Scho
On filings since 2024
2 hrs/week
No compensation reported
Ginny Taylor Troutman
Board Vice P
New on the 2025 filing
1 hr/week
No compensation reported
Katie Patsakham
Board Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Stephanie Bailey
Board Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (28)
- Former: Catherine Oudjit (2020–2024) — Head of Scho
- Former: Jordynn Jack (2022–2024) — Board Vice P
- Former: Manju Reddy (2022–2024) — Director
- Former: Elizabeth Bonitz (2023–2024) — Board President
- Former: Ali Wolfe (2024) — Director
- Former: Livia Vass (2024) — Board Treasurer
- Former: Mike Dasher (2019–2023) — Director
- Former: Frank Brainard (2021–2023) — Director
- Former: Judy Malloy (2021–2023) — Board Vice P
- Former: Janet Ballinger (2023) — Director
- Former: Lee Nestlerode (2023) — Board Treasurer
- Former: Charleen Cody (2019–2022) — President
- Former: Laura Jacobs (2020–2022) — Secretary
- Former: Janet Weed (2021–2022) — Director
- Former: Tom Petley (2021–2022) — Treasurer
- Former: Elizabeth Wildsmith (2022) — Director
- Former: Heather Rainville (2022) — Director
- Former: Colleen Selleck (2019–2021) — Director
- Former: Mark Smith (2019–2021) — Director
- Former: Tiffany Cooper (2019–2021) — Past President
- Former: Danielle Ward (2020–2021) — Director
- Former: Melissa Robinson (2020–2021) — Director
- Former: Ayize Sabater (2019–2020) — Executive Officio - Head of School to March
- Former: Brystana Kaufman (2019–2020) — Director
- Former: Susannah Hunter (2019–2020) — Secretary
- Former: Thomas Petley (2020) — Director
- Former: Julius Bazemore (2019) — Director
- Former: Peter Rubinas (2019) — Executive Officio - Head of School
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Willow Oak Montessori Foundation
How large is Willow Oak Montessori Foundation?
Willow Oak Montessori Foundation reported $7.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $653K.
What is Willow Oak Montessori Foundation?
Willow Oak Montessori Foundation is a public charity focused on Education, based in Pittsboro, NC. It holds $7.8M in total assets as of 2025.
Where does Willow Oak Montessori Foundation operate?
Willow Oak Montessori Foundation has awarded grants in North Carolina.
What is Willow Oak Montessori Foundation's EIN?
Willow Oak Montessori Foundation's EIN (Employer Identification Number) is 46-3086549. IRS Form 990 filing data is available on this page for 2019–2025.
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
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Willow Oak Montessori Foundation's focus areas in our free grants database
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