Oakleaf Endowment Trust for
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 2024.
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
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 $3.4M in total assets as of 2024.
How large is Oakleaf Endowment Trust for?
As of 2024, Oakleaf Endowment Trust for holds $3.4M in total assets with $437K 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 41-6469031. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oakleaf Endowment Trust for's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.