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

Among its reported 2024 grants, the largest include Connecticut College ($226,288).

RecipientPurposeAmount
CONNECTICUT COLLEGE NEW LONDON, CTSEE 990 P.2 PART III$226,288

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

Frequently Asked Questions

What is Oakleaf Endowment Trust for?

Oakleaf Endowment Trust for is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. It holds $4.7M in total assets as of 2024.

How large is Oakleaf Endowment Trust for?

As of 2024, Oakleaf Endowment Trust for holds $4.7M in total assets with $492K in annual revenue. It awarded 1 grants totaling $226K in 2024.

Where does Oakleaf Endowment Trust for operate?

Oakleaf Endowment Trust for has awarded grants in Connecticut.

What size grants does Oakleaf Endowment Trust for award?

In 2024, Oakleaf Endowment Trust for awarded 1 grants totaling $226K — an average of about $226K per grant, based on its IRS Form 990 filings.

What is Oakleaf Endowment Trust for's EIN?

Oakleaf Endowment Trust for's EIN (Employer Identification Number) is 41-6429969. IRS Form 990 filing data is available on this page for 2020–2024.

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

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