Oakleaf Endowment Trust for

MINNEAPOLIS, MN EIN: 41-6429379

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

MINNEAPOLIS

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8M$16M$23M$31M20202021202220232024
Metric202420232022
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

$0$1M$2M$3M$4M1 grants20200 grants20211 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARY SUMNERSTRUSTEE0.5
VANCE OPPERMANTRUSTEE0.5
MARILYN NELSONTRUSTEE0.5
RT RYBAKTRUSTEE0.5
JOHN LINDAHLTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Oakleaf Endowment Trust for?

Oakleaf Endowment Trust for is a nonprofit organization focused on Arts, Culture & Humanities, based in MINNEAPOLIS, MN. It holds $101.9M in total assets as of 2024.

How large is Oakleaf Endowment Trust for?

As of 2024, Oakleaf Endowment Trust for holds $101.9M in total assets with $10.9M in annual revenue.

Where does Oakleaf Endowment Trust for operate?

Oakleaf Endowment Trust for has awarded grants in Minnesota.

What is Oakleaf Endowment Trust for's EIN?

Oakleaf Endowment Trust for's EIN (Employer Identification Number) is 41-6429379. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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