Civic Intelligence

Oakleaf Endowment Trust For

EIN 41-6469031 • 501(c)3 • Minneapolis, MN

Profile

To establish an endowment to maintain and enhance the quality of the blake school, or its successors by merger or consolidation.

80 S 8th St Ste 4200Minneapolis, MN 55402-2223

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.1%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,401,034

Up $256,147 (+8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,401,034

Up $256,147 (+8.1%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin92nd percentile

Revenue

Up

$436,736

Up $226,549 (+108%) from 2023

Expenses

Up

$180,237

Up $11,037 (+6.5%) from 2023

Net Income

Up

$256,499

Up $215,512 (+526%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,876,672Liabilities 2011: $0Net Assets 2011: $2,876,6722011Assets 2012: $2,942,578Liabilities 2012: $0Net Assets 2012: $2,942,5782012Assets 2013: $2,691,901Liabilities 2013: $0Net Assets 2013: $2,691,9012013Assets 2014: $2,932,514Liabilities 2014: $0Net Assets 2014: $2,932,5142014Assets 2015: $2,915,111Liabilities 2015: $0Net Assets 2015: $2,915,1112015Assets 2016: $2,218,626Liabilities 2016: $0Net Assets 2016: $2,218,6262016Assets 2017: $2,225,882Liabilities 2017: $0Net Assets 2017: $2,225,8822017Assets 2018: $2,265,898Liabilities 2018: $0Net Assets 2018: $2,265,8982018Assets 2019: $2,339,113Liabilities 2019: $0Net Assets 2019: $2,339,1132019Assets 2020: $2,410,861Liabilities 2020: $0Net Assets 2020: $2,410,8612020Assets 2021: $2,765,067Liabilities 2021: $0Net Assets 2021: $2,765,0672021Assets 2022: $3,104,090Liabilities 2022: $0Net Assets 2022: $3,104,0902022Assets 2023: $3,144,887Liabilities 2023: $0Net Assets 2023: $3,144,8872023Assets 2024: $3,401,034Liabilities 2024: $0Net Assets 2024: $3,401,0342024

Highlighted filing

2024

Assets$3,401,034
Liabilities$0
Net Assets$3,401,034
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $173,288Expenses 2011: $44,988Net Income 2011: $128,3002011Expenses 2012: $44,8282012Revenue 2013: $286,771Expenses 2013: $47,073Net Income 2013: $239,6982013Revenue 2014: $346,222Expenses 2014: $105,610Net Income 2014: $240,6122014Revenue 2015: $176,373Expenses 2015: $193,778Net Income 2015: -$17,4052015Revenue 2016: $103,169Expenses 2016: $799,653Net Income 2016: -$696,4842016Revenue 2017: $178,571Expenses 2017: $171,315Net Income 2017: $7,2562017Revenue 2018: $200,672Expenses 2018: $160,607Net Income 2018: $40,0652018Revenue 2019: $221,753Expenses 2019: $148,498Net Income 2019: $73,2552019Revenue 2020: $222,368Expenses 2020: $150,620Net Income 2020: $71,7482020Revenue 2021: $508,646Expenses 2021: $154,440Net Income 2021: $354,2062021Revenue 2022: $506,324Expenses 2022: $167,183Net Income 2022: $339,1412022Revenue 2023: $210,187Expenses 2023: $169,200Net Income 2023: $40,9872023Revenue 2024: $436,736Expenses 2024: $180,237Net Income 2024: $256,4992024

Highlighted filing

2024

Revenue$436,736
Expenses$180,237
Net Income$256,499
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,401,034
Liabilities
$0
Net assets
$3,401,034
Revenue
$436,736
Expenses
$180,237
Net income
$256,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.40$0.44$0.18$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.21$0.17$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$0.51$0.17$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.51$0.15$0.35
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$0.22$0.15$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.22$0.15$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.20$0.16$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.18$0.17$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.10$0.80$0.70
2015Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.18$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.35$0.11$0.24
2013Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.29$0.05$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.04
2011Summary only. Only limited summary data is available for this year.$2.88$0.00$2.88$0.17$0.04$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$436,736
Mission and Program Overview

Mission

To establish an endowment to maintain and enhance the quality of the blake school, or its successors by merger or consolidation.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,144,887$3,401,034▲ $256,147
Investments Other Securities$3,144,235$3,398,712▲ $254,477
Savings and Temporary Cash Investments$652$2,322▲ $1,670
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,144,887$3,401,034▲ $256,147
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,144,887$3,401,034▲ $256,147
Total Liabilities and Net Assets / Fund Balance$3,144,887$3,401,034▲ $256,147

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,398,712--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Anne E StavneyChair
Daniel KelleyTrustee
David OxfordTrustee
Molly S SimmonsTrustee
Geetu SharmaTrustee (appointed 2/14/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$436,736
Other Revenue
$0
Change in Net Assets
$256,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,926
Other Expenses$47,311
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$132,926--$132,926
Fees for Services Accounting-$5,959-$5,959
Interest-$61-$61
Other Expenses-$25-$25
Total Functional Expenses$132,926$47,311$0$180,237
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Blake SchoolHopkins, MN501(c)(3)See 990 P.2 Part Iii$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Per the endowment's trust agreement, the nominating group for the endowment's board of directors is comprised of the chairperson of blake school's board of directors, the chairperson of the blake school's governance committee, and the chairperson of the blake school's committee that is responsible for its investments.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“The oakleaf endowment trust for the blake school makes its governing documents and other financial statements available for public inspection by request to have documents received via e-mail, regular mail, or in person at the okabena company, 4200 ids center, minneapolis, mn, 55402. A fee may apply for copying and mailing costs associated with the request.”

Filing and Contact Details

Filer

Filer Name
Oakleaf Endowment Trust for
EIN
41-6469031
Phone
6123397151
Address
80 S 8TH ST STE 4200, MINNEAPOLIS, MN 55402-2223

Signing Officer

Name
Dr Anne Stavney
Title
Trustee
Phone
6123397151
Signed
2025-11-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Dr Anne Stavney
Formed
2000
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Wipfli Advisory LLC
Address
150 SOUTH 5TH STREET SUITE 2000, MINNEAPOLIS, MN 55402
Preparer
Chris Lockhart
Phone
9525483400
Supplemental Narrative

Additional Explanations

990, Page 6, Section B, Policies

“The trustees, having been selected by the blake school board of directors, are subject to the policies and procedures of the blake school, the supported organization. The endowment trust does not compensate any trustees, officers, or key employees.”

FORM 990, PART XI, LINE 9:

“Book/tax difference -352.”

990, Page 1, Part C, Full Legal Name of Organization

“The full legal name of the organization is the oakleaf endowment trust for the blake school.”

990, General Disclosure Footnote

“Controlled foreign corporation reporting (form 5471) the taxpayer may be required to file form 5471 for the foreign corporation listed below, but is not doing so under the multiple filers exception pursuant to treas. Reg. Section 1.6038-2(j). The taxpayer's filing requirement will be satisfied by: okabena diversified equity fund, llc 80 s 8th st ste 4200 minneapolis, mn 55402-2223 ein: 41-1563584 the return will be e-filed name of foreign corporation(s): sit alpha iii bond fund ltd. Sit offshore custom alpha spc(a) kaleidoscope prism offshore fund, ltd.”

Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0OKABENA COMPANY
IRS990/BooksInCareOfDetail/PhoneNum06123397151
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt080 S 8TH ST STE 4200
IRS990/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0554022223
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0132926
IRS990/CYInvestmentIncomeAmt0436736
IRS990/CYOtherExpensesAmt047311
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0256499
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0180237
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0436736
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0132926
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05959
IRS990/FeesForServicesAccountingGrp/TotalAmt05959
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt060.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0115676
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt164944
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ANNE E STAVNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2MOLLY S SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID OXFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4GEETU SHARMA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0929940
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1387045
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE (APPOINTED 2/14/24)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0299546
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0132926
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0132926
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0132926
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0299546
IRS990/GrossReceiptsAmt0436736
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt061
IRS990/InterestGrp/TotalAmt061
IRS990/InvestmentIncomeGrp/ExclusionAmt0137190
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0137190
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03144235
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03398712
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE BLAKE SCHOOL, OR ITS SUCCESSORS BY MERGER OR CONSOLIDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03144887
IRS990/NetAssetsOrFundBalancesEOYAmt03401034
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0299546
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0299546
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-352
IRS990/OtherExpensesGrp/Desc0PORTFOLIO EXPENSES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc2MINNESOTA FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038002
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/TotalAmt038002
IRS990/OtherExpensesGrp/TotalAmt13264
IRS990/OtherExpensesGrp/TotalAmt225
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR ANNE STAVNEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0164
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0126040
IRS990/PYInvestmentIncomeAmt0210023
IRS990/PYOtherExpensesAmt043160
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt040987
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0169200
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0210187
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0256499
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03144887
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03401034
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0652
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02322
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237243247
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0132926
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BLAKE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0132926
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03398712
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OKABENA DIVERSIFIED EQUITY FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE 990 P.2 PART III
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE BLAKE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0237243247
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0110 BLAKE ROAD SOUTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOPKINS
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORING USE OF GRANT FUNDS 990, SCHEDULE I, PART IV THERE IS CROSSOVER IN LEADERSHIP OF THE ENDOWMENT AND THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION DETERMINES THE ULTIMATE DISBURSEMENT OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt145190
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt190254
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE E STAVNEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANIEL KELLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990ScheduleJ/SeverancePaymentInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PER THE ENDOWMENT'S TRUST AGREEMENT, THE NOMINATING GROUP FOR THE ENDOWMENT'S BOARD OF DIRECTORS IS COMPRISED OF THE CHAIRPERSON OF BLAKE SCHOOL'S BOARD OF DIRECTORS, THE CHAIRPERSON OF THE BLAKE SCHOOL'S GOVERNANCE COMMITTEE, AND THE CHAIRPERSON OF THE BLAKE SCHOOL'S COMMITTEE THAT IS RESPONSIBLE FOR ITS INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL MAKES ITS GOVERNING DOCUMENTS AND OTHER FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION BY REQUEST TO HAVE DOCUMENTS RECEIVED VIA E-MAIL, REGULAR MAIL, OR IN PERSON AT THE OKABENA COMPANY, 4200 IDS CENTER, MINNEAPOLIS, MN, 55402. A FEE MAY APPLY FOR COPYING AND MAILING COSTS ASSOCIATED WITH THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES, HAVING BEEN SELECTED BY THE BLAKE SCHOOL BOARD OF DIRECTORS, ARE SUBJECT TO THE POLICIES AND PROCEDURES OF THE BLAKE SCHOOL, THE SUPPORTED ORGANIZATION. THE ENDOWMENT TRUST DOES NOT COMPENSATE ANY TRUSTEES, OFFICERS, OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK/TAX DIFFERENCE -352.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FULL LEGAL NAME OF THE ORGANIZATION IS THE OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTROLLED FOREIGN CORPORATION REPORTING (FORM 5471) THE TAXPAYER MAY BE REQUIRED TO FILE FORM 5471 FOR THE FOREIGN CORPORATION LISTED BELOW, BUT IS NOT DOING SO UNDER THE MULTIPLE FILERS EXCEPTION PURSUANT TO TREAS. REG. SECTION 1.6038-2(J). THE TAXPAYER'S FILING REQUIREMENT WILL BE SATISFIED BY: OKABENA DIVERSIFIED EQUITY FUND, LLC 80 S 8TH ST STE 4200 MINNEAPOLIS, MN 55402-2223 EIN: 41-1563584 THE RETURN WILL BE E-FILED NAME OF FOREIGN CORPORATION(S): SIT ALPHA III BOND FUND LTD. SIT OFFSHORE CUSTOM ALPHA SPC(A) KALEIDOSCOPE PRISM OFFSHORE FUND, LTD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990, PAGE 6, SECTION B, POLICIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5990, PAGE 1, PART C, FULL LEGAL NAME OF ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990, GENERAL DISCLOSURE FOOTNOTE
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE BLAKE SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237243247
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0110 BLAKE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOPKINS
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE BLAKE SCHOOL
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ANNE STAVNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06123397151
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKLEAF ENDOWMENT TRUST FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE BLAKE SCHOOL

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