Nonprofit · EIN 41-6469031
OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL
Also known as DAYTON DUNCAN & JUDSON ETAL CO TTEE
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $436,736 | $180,237 | $256,499 | $3,401,034 | $0 | $3,401,034 |
| December 31, 2023 | 990 | $210,187 | $169,200 | $40,987 | $3,144,887 | $0 | $3,144,887 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $436,736
- Net gain from sales of assets
- $299,546
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $132,926
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,959
- Program services (functional)
- $132,926
- Management and general (functional)
- $47,311
Balance sheet and other
- Total assets, start of year
- $3,144,887
- Total assets, end of year
- $3,401,034
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,401,034
- Gross receipts
- $436,736
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2000
- 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 |
|---|---|---|---|---|---|
| ANNE E STAVNEY | CHAIR Trustee or director | 1 | $0 | $929,940 | $115,676 |
| DANIEL KELLEY | TRUSTEE Trustee or director | 1 | $0 | $387,045 | $64,944 |
| MOLLY S SIMMONS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID OXFORD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEETU SHARMA | TRUSTEE (APPOINTED 2/14/24) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE E STAVNEY | CHAIR Trustee or director | 1 | $0 | $757,883 | $115,008 |
| DANIEL KELLEY | TRUSTEE Trustee or director | 1 | $0 | $283,189 | $63,032 |
| HEMA NEALON | TRUSTEE (RESIGNED 1/31/2023) Trustee or director | 1 | $0 | $0 | $0 |
| AMY SALDANHA | TRUSTEE (RESIGNED 12/31/2023) Trustee or director | 1 | $0 | $0 | $0 |
| MOLLY S SIMMONS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID OXFORD | TRUSTEE (APPOINTED 1/31/2023) Trustee or director | 1 | $0 | $0 | $0 |
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)
- DR ANNE STAVNEY, 80 S 8TH ST STE 4200, MINNEAPOLIS, MN 55402
- Signed the 990
- DR ANNE STAVNEY, TRUSTEE
- Phone
- (612) 339-7151
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE BLAKE SCHOOL, OR ITS SUCCESSORS BY MERGER OR CONSOLIDATION.
Program accomplishments
- TO MAINTAIN AND ENHANCE THE QUALITY OF THE BLAKE SCHOOL. THEGRANTS ASSIST THE BLAKE SCHOOL WITH ITS DAILY OPERATION COSTS.ENDOWMENT REVENUE IS COMPOSED OF CONTRIBUTIONS AND INVESTMENTINCOME.Expenses $132,926 · grants $132,926
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
- 41-6469031
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $3,401,034
- Income (IRS master file)
- $436,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $436,736 | $180,237 | $3,401,034 | XML |
| 990 | December 2023 | $210,187 | $169,200 | $3,144,887 | XML |
| 990 | December 2022 | $506,324 | $167,183 | $3,104,090 | 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 41-6469031).
Questions about OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL
- What is the EIN of OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL?
- The employer identification number (EIN) of OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL is 41-6469031.
- Is OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL 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 ENDOWNMENT TR FOR THE BLAKE SCHOOL 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 ENDOWNMENT TR FOR THE BLAKE SCHOOL 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 ENDOWNMENT TR FOR THE BLAKE SCHOOL?
- The 990 for the year ended December 31, 2024 names DR ANNE STAVNEY.
- Who are the officers and directors of OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $436,736, expenses of $180,237 and total assets of $3,401,034 at year end.
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