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North Carolina · Public charity

Willow Oak Montessori Foundation Inc

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…

$36k
Granted FY2020
2
Grants FY2020
2
Organizations funded FY2020
0%
First-time grantees FY2020
Read the full brief
Median grant, FY2020
$33,378
Largest grant, FY2020
$33,378
Organizations funded a year
1 to 2
FY2017 to FY2020
States reached, FY2020
1
Total assets, FY2020
$7.8M

How open it is to new grantees

In FY2020, 0% of the organizations Willow Oak Montessori Foundation Inc funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2020, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20202$36k0%
FY20192$69k50%
FY20181$8k0%
FY20171$37kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Education$150k

Top grantees

Largest recipients by total granted, FY2017 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Willow Oak Montessori Charter School Inc$141,35443%
Willow Oak Montessori Childrens House Inc$8,75022%

Compare Willow Oak Montessori Foundation Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Willow Oak Montessori Foundation Inc?

Find your warmest path to Willow Oak Montessori Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Willow Oak Montessori Foundation Inc

How much does Willow Oak Montessori Foundation Inc give?
Willow Oak Montessori Foundation Inc reported 2 grants totaling $36,470 in its FY2020 IRS filing. It funded between 1 and 2 organizations a year over FY2017 to FY2020.
What does Willow Oak Montessori Foundation Inc fund?
By grant dollars over FY2017 to FY2020, its largest causes are Education (100%).
Who are Willow Oak Montessori Foundation Inc's largest grantees?
By total granted over FY2017 to FY2020: Willow Oak Montessori Charter School Inc ($141k), Willow Oak Montessori Childrens House Inc ($9k).
Does Willow Oak Montessori Foundation Inc fund new organizations?
In FY2020, 0% of the organizations it funded were first-time grantees.
Where is Willow Oak Montessori Foundation Inc based?
Willow Oak Montessori Foundation Inc is based in NC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 2 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2020, the most recent year this funder made grants.

Source object · view filing

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