Nonprofit · EIN 41-6429969
OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE
Also known as DUNCAN K N & N DAYTON TTEE
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $492,389 | $284,285 | $208,104 | $4,726,039 | $0 | $4,726,039 |
| December 31, 2023 | 990 | $231,897 | $263,697 | -$31,800 | $4,518,520 | $0 | $4,518,520 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $492,389
- Net gain from sales of assets
- $273,516
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $226,288
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,209
- Program services (functional)
- $226,288
- Management and general (functional)
- $57,997
Balance sheet and other
- Total assets, start of year
- $4,518,520
- Total assets, end of year
- $4,726,039
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,726,039
- Gross receipts
- $492,389
- Employees
- 0
- Volunteers
- 6
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LESLIE WONG | TRUSTEE (RESIGNED 06/30/24) Trustee or director | 0.3 | $0 | $278,752 | $23,423 |
| R DANIELLE EGAN | TRUSTEE Trustee or director | 0.3 | $0 | $228,924 | $53,385 |
| SUSAN DANIELLS | TRUSTEE (APPOINTED 04/25/24) Trustee or director | 0.3 | $0 | $188,455 | $47,217 |
| CAREY CSESZKO CHAIR | TRUSTEE (APPOINTED 04/26/24) Trustee or director | 0.3 | $0 | $143,217 | $34,812 |
| AMANDA MAYFIELD | TRUSTEE (RESIGNED 02/09/24) Trustee or director | 0.3 | $0 | $41,187 | $3,197 |
| ROBERT KNIGHT | TRUSTEE (APPOINTED 02/29/24, RESIGNED 03/31/24) Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHERINE BERGERON | TRUSTEE (RESIGNED 12/18/23) Trustee or director | 0.3 | $0 | $699,100 | $64,226 |
| R DANIELLE EGAN | TRUSTEE Trustee or director | 0.3 | $0 | $223,431 | $52,238 |
| KIMBERLY M VERSTANDIG | TRUSTEE (RESIGNED 12/18/23) Trustee or director | 0.3 | $0 | $232,471 | $39,524 |
| AMANDA MAYFIELD | TRUSTEE Trustee or director | 0.3 | $0 | $211,641 | $33,507 |
| LESLIE WONG | TRUSTEE (APPOINTED INTERIM 12/18/23) Trustee or director | 0.3 | $0 | $203,337 | $20,077 |
Address and contacts
- Address (IRS master file)
- 80 S 8TH ST STE 4200, MINNEAPOLIS, MN 55402-2223
- In care of
- % OKABENA COMPANY
- Principal officer (990 for 2024)
- CAREY CSESZKO, 80 S 8TH ST STE 4200, MINNEAPOLIS, MN 554022223
- Signed the 990
- CAREY CSESZKO, ASSOCIATE VP FOR FINANCE
- Phone
- (612) 339-7151
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF CONNECTICUT COLLEGE OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION.
Program accomplishments
- TO MAINTAIN AND ENHANCE QUALITY OF CONNECTICUT COLLEGE. GRANTSASSIST THE CONNECTICUT COLLEGE WITH ITS DAILY OPERATING COSTS.ENDOWMENT REVENUE IS COMPOSED OF CONTRIBUTIONS AND INVESTMENTINCOME.Expenses $226,288 · grants $226,288
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
- 41-6429969
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T20I)
- Assets (IRS master file)
- $4,726,039
- Income (IRS master file)
- $492,389
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $492,389 | $284,285 | $4,726,039 | XML |
| 990 | December 2023 | $231,897 | $263,697 | $4,518,520 | XML |
| 990 | December 2022 | $1,038,283 | $256,827 | $4,550,483 | IRS |
| 990 | 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 41-6429969).
Questions about OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE
- What is the EIN of OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE?
- The employer identification number (EIN) of OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE is 41-6429969.
- Is OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE 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 TRUST FBO CONNECTICUT COLLEGE 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 TRUST FBO CONNECTICUT COLLEGE 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 TRUST FBO CONNECTICUT COLLEGE?
- The 990 for the year ended December 31, 2024 names CAREY CSESZKO.
- Who are the officers and directors of OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $492,389, expenses of $284,285 and total assets of $4,726,039 at year end.
Other nonprofits in MINNEAPOLIS
- MINNEAPOLIS FOUNDATION EIN 41-6029402 · last filed 990 for 2025
- MCKNIGHT FOUNDATION EIN 41-0754835 · last filed 990-PF for 2024
- WELLS FARGO FOUNDATION EIN 41-1367441 · last filed 990-PF for 2025
- BAUSTERT FAMILY FOUNDATION EIN 47-3790400 · last filed 990-PF for 2025
- THE RICHARD M SCHULZE FAMILY FOUNDATION EIN 46-5588406 · last filed 990-PF for 2024
- JOYFUL NOISE CHARITABLE FOUNDATION EIN 41-1978254 · last filed 990-PF for 2024
- GHR FOUNDATION EIN 45-3996122 · last filed 990-PF for 2024
- GREATER TWIN CITIES UNITED WAY EIN 41-1973442 · last filed 990 for 2025
All nonprofits in MINNEAPOLIS · Minnesota · Philanthropy, voluntarism and grantmaking foundations