Form 990 for tax year 2023
Filed by OAKLEAF ENDOWNMENT TR FOR THE BLAKE SCHOOL.
Totals
- Total revenue
- $210,187
- Total expenses
- $169,200
- Contributions and grants received
- $164
- Grants paid
- $126,040
- Program service revenue
- $0
- Investment income
- $210,023
- Other revenue
- $0
- Total assets, end of year
- $3,144,887
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,144,887
- Program services expenses (Part IX)
- $126,040
- Management and general expenses
- $43,160
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $126,040
Program services were 74.5% 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
$164
-
3 · Investment income
total $97,197 · excluded $97,197
-
7a · Gross sales of assets other than inventory
other assets $112,826
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $112,826
-
7d · Net gain or loss
total $112,826 · excluded $112,826
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $126,040 · program services $126,040
-
11c · Fees: accounting
total $5,270 · management and general $5,270
-
24a · Other expenses: PORTFOLIO EXPENSES
total $35,220 · management and general $35,220
-
24b · Other expenses: FOREIGN TAXES
total $2,645 · management and general $2,645
-
24c · Other expenses: MINNESOTA FILING FEE
total $25 · management and general $25
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $6,196 · end of year $652
-
12 · Investments: other securities
beginning of year $3,097,894 · end of year $3,144,235
-
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 $3,104,090 · end of year $3,144,887
Mission and programs · 2023
Mission
TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE BLAKE SCHOOL, OR ITS SUCCESSORS BY MERGER OR CONSOLIDATION.
Activities or mission (Part I)
SEE PART III, LINE 1
-
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 $126,040 · Grants $126,040
As filed on the 2023 return.
Listed in Part VII
-
Anne E StavneyANNE E STAVNEY
CHAIR
- Total calculated
- $872,891
- From this org
- $0
- From related orgs
- $757,883
- Other
- $115,008
- Hours/week
- 1 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $576,796 related
- Bonus
- $0 + $40,000 related
- Other
- $0 + $141,087 related
- Deferred
- $0 + $99,266 related
- Nontaxable benefits
- $0 + $15,742 related
- Filer's total
- $0 + $872,891 related
-
Daniel KelleyDANIEL KELLEY
TRUSTEE
- Total calculated
- $346,221
- From this org
- $0
- From related orgs
- $283,189
- Other
- $63,032
- Hours/week
- 1 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $282,931 related
- Bonus
- $0
- Other
- $0 + $258 related
- Deferred
- $0 + $43,991 related
- Nontaxable benefits
- $0 + $19,041 related
- Filer's total
- $0 + $346,221 related
-
Hema NealonHEMA NEALON
TRUSTEE (RESIGNED 1/31/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Amy SaldanhaAMY SALDANHA
TRUSTEE (RESIGNED 12/31/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Molly S SimmonsMOLLY S SIMMONS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David OxfordDAVID OXFORD
TRUSTEE (APPOINTED 1/31/2023)
- 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
-
SEE 990 P.2 PART III
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.
-
501(C)(3) · EDUCATION · MN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403179349308520
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