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Nonprofiteer
← OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE

Form 990 for tax year 2024

Filed by OAKLEAF ENDOWMENT TRUST FBO CONNECTICUT COLLEGE.

Totals

Total revenue
$492,389
Total expenses
$284,285
Contributions and grants received
$0
Grants paid
$226,288
Program service revenue
$0
Investment income
$492,389
Other revenue
$0
Total assets, end of year
$4,726,039
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,726,039
Program services expenses (Part IX)
$226,288
Management and general expenses
$57,997
Fundraising expenses
$0
Program service expenses (Part III)
$226,288

Program services were 79.6% 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.

  • 3 · Investment income

    total $218,873 · excluded $218,873

  • 7a · Gross sales of assets other than inventory

    other assets $273,516

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

    other assets $0

  • 7c · Gain or loss

    other assets $273,516

  • 7d · Net gain or loss

    total $273,516 · excluded $273,516

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $226,288 · program services $226,288

  • 11c · Fees: accounting

    total $9,209 · management and general $9,209

  • 20 · Interest

    total $105 · management and general $105

  • 24a · Other expenses: PORTFOLIO DEDUCTIONS

    total $46,128 · management and general $46,128

  • 24b · Other expenses: FOREIGN TAXES

    total $2,530 · management and general $2,530

  • 24c · Other expenses: STATE OF MN FILING FEE

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,834 · end of year $3,602

  • 12 · Investments: other securities

    beginning of year $4,515,686 · end of year $4,722,437

  • 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 $4,518,520 · end of year $4,726,039

Mission and programs · 2024

Mission

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF CONNECTICUT COLLEGE OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION.

Activities or mission (Part I)

SEE PART III, LINE 1

  • 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

As filed on the 2024 return.

Listed in Part VII

  • Carey Cseszko Chair

    TRUSTEE (APPOINTED 04/26/24)

    Total calculated
    $178,029
    From this org
    $0
    From related orgs
    $143,217
    Other
    $34,812
    Hours/week
    0.3 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,217 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,403 related
    Nontaxable benefits
    $0 + $21,409 related
    Filer's total
    $0 + $178,029 related

  • Amanda Mayfield

    TRUSTEE (RESIGNED 02/09/24)

    Total calculated
    $44,384
    From this org
    $0
    From related orgs
    $41,187
    Other
    $3,197
    Hours/week
    0.3 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $41,187 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,705 related
    Nontaxable benefits
    $0 + $492 related
    Filer's total
    $0 + $44,384 related

  • R Danielle Egan

    TRUSTEE

    Total calculated
    $282,309
    From this org
    $0
    From related orgs
    $228,924
    Other
    $53,385
    Hours/week
    0.3 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,924 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,819 related
    Nontaxable benefits
    $0 + $28,566 related
    Filer's total
    $0 + $282,309 related

  • Susan Daniells

    TRUSTEE (APPOINTED 04/25/24)

    Total calculated
    $235,672
    From this org
    $0
    From related orgs
    $188,455
    Other
    $47,217
    Hours/week
    0.3 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,455 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,821 related
    Nontaxable benefits
    $0 + $28,396 related
    Filer's total
    $0 + $235,672 related

  • Leslie Wong

    TRUSTEE (RESIGNED 06/30/24)

    Total calculated
    $302,175
    From this org
    $0
    From related orgs
    $278,752
    Other
    $23,423
    Hours/week
    0.3 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,752 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,423 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $302,175 related

  • Robert Knight

    TRUSTEE (APPOINTED 02/29/24, RESIGNED 03/31/24)

    Total calculated
    $0
    Hours/week
    0.3 + 38 related

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
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523169349306157

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