TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE MINNESOTA ORCHESTRA OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$101.9M
+0.5% YoY
Revenue
$10.9M
+102.6% YoY
Net Investment Income
$10.9M
+103.0% YoY
Expenses
$10.3M
+53.8% YoY
About Oakleaf Endowment Trust for
Based on IRS filings
Oakleaf Endowment Trust for is a nonprofit organization focused on Arts, Culture & Humanities, based in MINNEAPOLIS, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $101.9M in total assets. Net investment income was $10.9M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $101,917,540 | $101,410,708 | $102,788,054 |
| Revenue | $10,869,933 | $5,364,461 | $28,306,166 |
| Expenses | $10,349,644 | $6,729,321 | $6,273,445 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $10,869,933 | $5,355,951 | $2,863,794 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY SUMNERS | TRUSTEE | 0.5 | — |
| VANCE OPPERMAN | TRUSTEE | 0.5 | — |
| MARILYN NELSON | TRUSTEE | 0.5 | — |
| RT RYBAK | TRUSTEE | 0.5 | — |
| JOHN LINDAHL | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Spicola Family Foundation
MINNETONKA, MN
Assets
—
Grants
3
Total Given
$410K
The Geyer Family Foundation
EDINA, MN
Assets
—
Grants
7
Total Given
$35K
Love 4 One Another Charities
CHANHASSEN, MN
Assets
$8.5M
Grants
1
Total Given
$90K
Donald and Luella Zibell Family Foundation
NORTHFIELD, MN
Assets
—
Grants
8
Total Given
$80K
Minnesota Citizens Concerned
MINNEAPOLIS, MN
Assets
$745K
Grants
2
Total Given
$942K
Clearway Minnesota (sm)
MINNEAPOLIS, MN
Assets
—
Grants
6
Total Given
$442K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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