TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE BLAKE SCHOOL, OR ITS SUCCESSORS BY MERGER OR CONSOLIDATION.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
+8.1% YoY
Revenue
$437K
+107.8% YoY
Net Investment Income
$437K
+107.9% YoY
Expenses
$180K
+6.5% 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 $3.4M in total assets. Net investment income was $437K.
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 | $3,401,034 | $3,144,887 | $3,104,090 |
| Revenue | $436,736 | $210,187 | $506,324 |
| Expenses | $180,237 | $169,200 | $167,183 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $436,736 | $210,023 | $47,675 |
| 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
3 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 |
|---|---|---|---|
| ANNE E STAVNEY | CHAIR | 1 | — |
| DANIEL KELLEY | TRUSTEE | 1 | — |
| MOLLY S SIMMONS | TRUSTEE | 1 | — |
| DAVID OXFORD | TRUSTEE | 1 | — |
| GEETU SHARMA | TRUSTEE (APPOINTED 2/14/24) | 1 | — |
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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