Oakleaf Endowment Trust for the Minnesota Orchestra
To establish an endowment to maintain and enhance the quality of the Minnesota orchestra or its successor by merger or consolidation
Oakleaf Endowment Trust for the Minnesota Orchestra at a glance
In short: Oakleaf Endowment Trust for the Minnesota Orchestra gave $8.5M across 1 grant in 2024 (avg $8.5M), mostly in Minnesota. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $8,546,804
- +75.7% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $8,546,804
- +75.7% vs 2023
- Median grant
- $8,546,804
- Total assets
- $101,917,540
- +0.5% vs 2023
- Primary geography
- Minnesota (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Oakleaf Endowment Trust for the Minnesota Orchestra funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Minnesota Orchestral Association ($8.5M).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 4 (75%).
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 History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $4.1M (2021) to $8.5M (2024). In 2024 it made 1 grant totaling $8.5M.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Minnesota Orchestral Association Minneapolis, MN | See 990 P.2 Part III | $8,546,804 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $101,917,540 | $10,869,933 | $10,349,644 | $8,546,804 | 1 | $10,869,933 |
| 2023 | $101,410,708 | $5,364,461 | $6,729,321 | $4,864,129 | 1 | $5,355,951 |
| 2022 | $102,788,054 | $28,306,166 | $6,273,445 | $4,400,713 | 1 | $2,863,794 |
| 2021 | $81,273,856 | $10,271,429 | $5,564,915 | $4,128,078 | Total only | $10,271,429 |
| 2020 | $76,576,091 | $6,743,065 | $5,659,739 | $4,276,695 | 1 | $6,743,065 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Oakleaf Endowment Trust for the Minnesota Orchestra
Based on IRS filings
Oakleaf Endowment Trust for the Minnesota Orchestra is a public charity focused on Arts, Culture & Humanities, based in Minneapolis, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $101.9M in total assets. In 2024, it awarded 1 grant totaling $8.5M. Net investment income was $10.9M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Oakleaf Endowment Trust for the Minnesota Orchestra's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mary Sumners
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Vance Opperman
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
John Lindahl
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Marilyn Nelson
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Rt Rybak
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Former officers (5)
- Former: Jeffrey Greiner Rsgnd (2020) — Trustee
- Former: John Lindahl Appointed (2020) — Trustee
- Former: Jon Salveson (2020) — Trustee · Filing note: Resigned 122020
- Former: Mary Nelson (2020) — Trustee
- Former: Rt Rybak Appointed (2020) — 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 Minnesota Orchestra
How much does Oakleaf Endowment Trust for the Minnesota Orchestra give each year?
Oakleaf Endowment Trust for the Minnesota Orchestra gave $8.5M across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $4.9M across 1 grant.
How large is Oakleaf Endowment Trust for the Minnesota Orchestra?
Oakleaf Endowment Trust for the Minnesota Orchestra reported $101.9M in total assets on its 2024 IRS Form 990. Its revenue that year was $10.9M.
What is Oakleaf Endowment Trust for the Minnesota Orchestra?
Oakleaf Endowment Trust for the Minnesota Orchestra is a public charity focused on Arts, Culture & Humanities, based in Minneapolis, MN. It holds $101.9M in total assets as of 2024.
Where does Oakleaf Endowment Trust for the Minnesota Orchestra operate?
Oakleaf Endowment Trust for the Minnesota Orchestra has awarded grants in Minnesota.
What is Oakleaf Endowment Trust for the Minnesota Orchestra's EIN?
Oakleaf Endowment Trust for the Minnesota Orchestra's EIN (Employer Identification Number) is 41-6429379. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
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
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Funders with grantees in common, and similar funders in Minnesota
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