Oakleaf Endowment Trust for the Blake School
To establish an endowment to maintain and enhance the quality of the blake school, or its successors by merger or consolidation.
Key facts about Oakleaf Endowment Trust for the Blake School
In short: Oakleaf Endowment Trust for the Blake School gave $133K across 1 grant in 2024 (avg $133K), mostly in Minnesota. Source: 2024 IRS Form 990.
- EIN
- 41-6469031
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $132,926
- Grants made (2024)
- 1
- Average grant
- $132,926
- Median grant
- $132,926
- Total assets
- $3,401,034
- Primary geography
- Minnesota (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$3.4M
+8.1% YoY
Annual Giving
$133K
+5.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$133K
+5.5% YoY
How Oakleaf Endowment Trust for the Blake School gives
- Giving held roughly steady from 2021 to 2024 (+18%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Oakleaf Endowment Trust for the Blake School
Based on IRS filings
Oakleaf Endowment Trust for the Blake School is a public charity, based in Minneapolis, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 1 grant totaling $133K. Net investment income was $437K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $111K (2020) to $133K (2024). In 2024 it made 1 grant totaling $133K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Blake School ($133K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Blake School Hopkins, MN | See 990 P.2 Part III | $132,926 |
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 |
| Net Investment Income | $436,736 | $210,023 | $47,675 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Oakleaf Endowment Trust for the Blake School is led by Anne E. Stavney, Chair on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Anne E. Stavney
Chair
On filings since 2020
1 hr/week
No compensation reported
Daniel Kelley
Trustee
On filings since 2020
1 hr/week
No compensation reported
Molly S. Simmons
Trustee
On filings since 2020
1 hr/week
No compensation reported
David Oxford
Trustee
On filings since 2023
1 hr/week
No compensation reported
Geetu Sharma
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (3)
- Former: Hema Nealon (2020–2023) — Trustee
- Former: Amy Saldanha (2023) — Trustee
- Former: John L. Morrison (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Oakleaf Endowment Trust for the Blake School
How much does Oakleaf Endowment Trust for the Blake School give each year?
Oakleaf Endowment Trust for the Blake School gave $133K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $126K across 1 grant.
How large is Oakleaf Endowment Trust for the Blake School?
Oakleaf Endowment Trust for the Blake School reported $3.4M in total assets on its 2024 IRS Form 990. Its revenue that year was $437K.
Where does Oakleaf Endowment Trust for the Blake School operate?
Oakleaf Endowment Trust for the Blake School has awarded grants in Minnesota.
What is Oakleaf Endowment Trust for the Blake School's EIN?
Oakleaf Endowment Trust for the Blake School's EIN (Employer Identification Number) is 41-6469031. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
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