Nonprofit · EIN 41-6429379
OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097
Also known as DAYTON K N & JUDSON M TTEES
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,869,933 | $10,349,644 | $520,289 | $101,917,540 | $0 | $101,917,540 |
| December 31, 2023 | 990 | $5,364,461 | $6,729,321 | -$1,364,860 | $101,410,708 | $0 | $101,410,708 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $10,869,933
- Net gain from sales of assets
- $6,387,927
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $8,546,804
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $99,264
- Accounting fees
- $119,100
- Program services (functional)
- $8,546,804
- Management and general (functional)
- $1,802,840
Balance sheet and other
- Total assets, start of year
- $101,410,708
- Total assets, end of year
- $101,917,540
- Total liabilities, end of year
- $0
- Net assets, end of year
- $101,917,540
- Gross receipts
- $10,869,933
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1997
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY SUMNERS | TRUSTEE Trustee or director | 0.5 | $0 |
| VANCE OPPERMAN | TRUSTEE Trustee or director | 0.5 | $0 |
| MARILYN NELSON | TRUSTEE Trustee or director | 0.5 | $0 |
| RT RYBAK | TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN LINDAHL | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY SUMNERS | TRUSTEE Trustee or director | 0.5 | $0 |
| VANCE OPPERMAN | TRUSTEE Trustee or director | 0.5 | $0 |
| MARILYN NELSON | TRUSTEE Trustee or director | 0.5 | $0 |
| RT RYBAK | TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN LINDAHL | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 80 S 8TH ST STE 4200, MINNEAPOLIS, MN 55402-2223
- In care of
- % OAKLEAF ASSOCIATION
- Principal officer (990 for 2024)
- MARY SUMNERS, 80 S 8TH ST STE 4200, MINNEAPOLIS, MN 55402
- Signed the 990
- MARY SUMNERS, TRUSTEE
- Phone
- (612) 339-7151
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE MINNESOTA ORCHESTRA OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION
Program accomplishments
- GRANTS ASSISTS THE MINNESOTA ORCHESTRA IN DAILY OPERATIONS AND HELPS MAINTAIN AND ENHANCE THE QUALITY OF THE MINNESOTA ORCHESTRA. THEY ALSO HELP THE ORCHESTRA DEVELOP STRATEGIES FOR PROCURING STRONG, HIGH-PROFILE GUEST ARTISTS, PLANNING FESTIVALS, AND TOURS. ENDOWMENT REVENUE IS COMPOSED OF CONTRIBUTIONS AND INVESTMENT INCOME.Expenses $8,546,804 · grants $8,546,804
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6429379
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A110)
- Assets (IRS master file)
- $101,917,540
- Income (IRS master file)
- $10,869,933
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,869,933 | $10,349,644 | $101,917,540 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $5,364,461 | $6,729,321 | $101,410,708 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $28,306,166 | $6,273,445 | $102,788,054 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-6429379).
Questions about OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097
- What is the EIN of OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097?
- The employer identification number (EIN) of OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097 is 41-6429379.
- Is OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097?
- The 990 for the year ended December 31, 2024 names MARY SUMNERS.
- Who are the officers and directors of OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does OAKLEAF ENDOWMENT TR FBO MINNESOTA ORCHESTRA 063097 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,869,933, expenses of $10,349,644 and total assets of $101,917,540 at year end.
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