Oakleaf Endowment Trust for

MINNEAPOLIS, MN EIN: 41-6429969

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF CONNECTICUT COLLEGE OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.7M

+4.6% YoY

Annual Giving

$226K

+9.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$226K

+9.0% YoY

About Oakleaf Endowment Trust for

Based on IRS filings

Oakleaf Endowment Trust for is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 1 grants totaling $226K. Net investment income was $492K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

NEW LONDON

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$286K$571K$857K$1M20202021202220232024
Metric202420232022
Total Assets$4,726,039$4,518,520$4,550,483
Revenue$492,389$231,897$1,038,283
Expenses$284,285$263,697$256,827
Qualifying Distributions
Net Investment Income$492,389$231,567$114,940
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$57K$113K$170K$226K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CONNECTICUT COLLEGE$226K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
CAREY CSESZKO CHAIRTRUSTEE (APPOINTED 04/26/24)0.3
AMANDA MAYFIELDTRUSTEE (RESIGNED 02/09/24)0.3
R DANIELLE EGANTRUSTEE0.3
SUSAN DANIELLSTRUSTEE (APPOINTED 04/25/24)0.3
LESLIE WONGTRUSTEE (RESIGNED 06/30/24)0.3
ROBERT KNIGHTTRUSTEE (APPOINTED 02/29/24, RESIGNED 03/31/24)0.3

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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