Skip to content
Nonprofiteer
← OAKLEAF ENDOWMENT TRUST FBO PUBLIC RADIO INTERNATIONAL

Form 990 for tax year 2023

Filed by OAKLEAF ENDOWMENT TRUST FBO PUBLIC RADIO INTERNATIONAL.

Totals

Total revenue
$312,757
Total expenses
$408,765
Contributions and grants received
$465
Grants paid
$336,171
Program service revenue
$0
Investment income
$312,292
Other revenue
$0
Total assets, end of year
$6,231,710
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,231,710
Program services expenses (Part IX)
$336,171
Management and general expenses
$72,594
Fundraising expenses
$0
Program service expenses (Part III)
$336,171

Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $465

  • 3 · Investment income

    total $255,692 · excluded $255,692

  • 7a · Gross sales of assets other than inventory

    other assets $56,600

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $56,600

  • 7d · Net gain or loss

    total $56,600 · excluded $56,600

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $336,171 · program services $336,171

  • 11b · Fees: legal

    total $1,295 · management and general $1,295

  • 11c · Fees: accounting

    total $12,360 · management and general $12,360

  • 20 · Interest

    total $221 · management and general $221

  • 24a · Other expenses: PORTFOLIO DEDUCTIONS

    total $54,051 · management and general $54,051

  • 24b · Other expenses: FOREIGN TAXES

    total $2,616 · management and general $2,616

  • 24c · Other expenses: OTHER DEDUCTIONS

    total $2,026 · management and general $2,026

  • 24d · Other expenses: STATE FILING FEE

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,483 · end of year $30,052

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $1,500,000

  • 12 · Investments: other securities

    beginning of year $6,313,437 · end of year $4,701,658

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $6,327,920 · end of year $6,231,710

Mission and programs · 2023

Mission

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF PUBLIC RADIO INTERNATIONAL OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION

Activities or mission (Part I)

SEE PART III, LINE 1

  • THE GRANT ASSISTS PUBLIC RADIO INTERNATIONAL WITH ITS DAILYOPERATING COSTS. PUBLIC RADIO INTERNATIONAL PROVIDES MORE THAN 400HOURS OF WEEKLY PROGRAMMING IN FOUR CATEGORIES, INCLUDING: NEWSAND INFORMATION, COMEDY AND VARIETY, MUSIC, AND SPECIALS ANDDOCUMENTARIES. ITS MISSION IS TO PROVIDE INFORMATION, INSIGHTS ANDCULTURAL EXPERIENCES. ENDOWMENT REVENUE IS COMPOSED OFCONTRIBUTIONS AND INVESTMENT INCOME.

    Expenses $336,171 · Grants $336,171

As filed on the 2023 return.

Listed in Part VII

  • KERRI HOFFMAN

    TRUSTEE

    Total calculated
    $430,177
    From this org
    $0
    From related orgs
    $416,556
    Other
    $13,621
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $416,556 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,097 related
    Nontaxable benefits
    $0 + $1,524 related
    Filer's total
    $0 + $430,177 related

  • CORY ZANIN

    TRUSTEE (RESIGNED 12/31/23)

    Total calculated
    $308,244
    From this org
    $0
    From related orgs
    $281,282
    Other
    $26,962
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,027 related
    Bonus
    $0
    Other
    $0 + $5,255 related
    Deferred
    $0 + $11,035 related
    Nontaxable benefits
    $0 + $15,927 related
    Filer's total
    $0 + $308,244 related

  • RUFUS R WINTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDWARD P SCHNEIDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT L RYAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443179349308434

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.