Mission
TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE MINNESOTA ORCHESTRA OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION
Public Charity
OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA
OAKLEAF ENDOWMENT TRUST FOR THE MINNESOTA ORCHESTRA is a private foundation categorized as Public Charity based in MINNEAPOLIS, MN. Its most recent IRS filing (2024) reports revenue of $10.9M, expenses of $10.3M, total assets of $101.9M. Imperigo tracks 7 reported grants from this foundation totaling approximately $16.5M.
EIN: 416429379
MINNEAPOLIS, MN
Single Organization Support
NTEE: A11
Latest filing: 2024
Total Revenue$10.9M
Total Expenses$10.3M
Total Assets$101.9M
Grants Given7
Grant Total$16.5M
Filing Years2019–2024
Where $100 goes at Oakleaf Endowment Trust for the Minnesota Orchestra
How Oakleaf Endowment Trust for the Minnesota Orchestra divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$76
Programs
the work itself
$24
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $76 for programs
$76
Grants assists the minnesota orchestra in daily operations and helps maintain and enhance the quality of the minnesota orchestra
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
SEE 990 P.2 PART III
$4,400,713
SEE 990 P.2 PART III
$4,276,695
SEE 990 P.2 PART III
$4,280,593
SEE 990 P.2 PART III
$3,538,862
Showing up to 5 of 7 total records — full history available with membership.
Officers & Directors
TRUSTEE
John Lindahl
TRUSTEE
Marilyn Nelson
TRUSTEE
Mary Sumners
TRUSTEE
Rt Rybak
TRUSTEE
Vance Opperman
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $10.9M | $10.3M | $101.9M |
| 2023 | $5.4M | $6.7M | $101.4M |
| 2022 | $28.3M | $6.3M | $102.8M |
| 2020 | $6.7M | $5.7M | $76.6M |
| 2019 | $6.5M | $5.7M | $75.5M |
Between 2019 and 2024, reported annual revenue grew from $6.5M to $10.9M (+68%), with total assets most recently reported at $101.9M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in MN.
MN
Full geographic grant map with state-by-state breakdown available with membership.