Civic Intelligence

Oakleaf Endowment Trust for the Blake School

990 • Fiscal year 2011 • EIN 41-6469031

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 29, 2012

Organization ProfileN/A
80 S 8th St 1800 Ids Center No 180055402-4139
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,876,672

Flat from 2011

Net Assets

Flat

$2,876,672

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$44,988

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,876,672Liabilities 2011: $0Net Assets 2011: $2,876,6722011Assets 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

2011

Assets$2,876,672
Liabilities$0
Net Assets$2,876,672
Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $44,9882011Revenue 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

2011

Revenue-
Expenses$44,988
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 29, 2012
Return Version
2011v1.2
Gross Receipts
$173,288
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.

Filing and Contact Details

Filer

EIN
41-6469031
Raw XML Appendix399 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.

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IRS990ScheduleO/GeneralExplanation/Explanation0PER 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/GeneralExplanation/Explanation1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE 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, 180O IDS CENTER, MINNEAPOLIS, MN, 55402. A FEE MAY APPLY FOR COPYING AND MAILING COSTS ASSOCIATED WITH THE REQUEST.
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IRS990ScheduleO/GeneralExplanation/Explanation4THE OTHER CHANGES IN NET ASSETS OR FUND BALANCES ARE DUE TO THE BOOK/TAX ALLOCATION DIFFERENCE.
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IRS990ScheduleO/GeneralExplanation/Explanation6THE 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/GeneralExplanation/Explanation7THE FOLLOWING PARTS AND SCHEDULES HAVE BEEN UPDATED ON THIS AMENDED RETURN: PART I, LINE 4 & PART VI, LINE 1B HAVE BEEN UPDATED TO INCLUDE INFORMATION INADVERTENTLY OMITTED FROM THE ORIGINAL RETURN. PART VI, SECTION A, LINE 7A PROCESS, REPORTED ON SCH O, HAS BEEN UPDATED TO INCLUDE INFORMATION INADVERTENTLY OMITTED FROM THE ORIGINAL RETURN. PART VI, SCETION B, LINE 11A HAS BEEN UPDATED TO 'NO'; THE SCH O DESCRIPTION FOR THIS LINE HAS BEEN UPDATED TO REFLECT THE ORGANIZATIONS POLICIES. PART VII, COLUMN (B), (E), & (F) HAVE BEEN UPDATED TO INCLUDE INFORMATION INADVERTENTLY OMITTED FROM THE ORIGINAL RETURN. SCHEDULE J, PART II, HAS BEEN UPDATED TO INCLUDE INFORMATION INADVERTENTLY OMITTED FROM THE ORIGINAL RETURN. SCHEDULE O HAS BEEN UPDATED TO REFLECT HOURS DEVOTED TO THE RELATED ORGANIZATION AS REQUIRED BY PART VII, COLUMN (B).
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02000
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0416469031
ReturnHeader/Filer/Name/BusinessNameLine10OAKLEAF ENDOW TRUST FOR THE BLAKE SCHOOL
ReturnHeader/Filer/NameControl0OAKL
ReturnHeader/Filer/Phone06123397151
ReturnHeader/Filer/USAddress/AddressLine1080 S 8TH ST 1800 IDS CENTER NO 1800
ReturnHeader/Filer/USAddress/City0MINNEAPOLIS
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode0554024139
ReturnHeader/Officer/AuthorizeThirdParty00
ReturnHeader/Officer/DateSigned02012-06-29
ReturnHeader/Officer/Name0JOHN C GULLA
ReturnHeader/Officer/Phone06123397151
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107601 FRANCE AVENUE S 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055432
ReturnHeader/Preparer/Name0LORI HUME
ReturnHeader/Preparer/Phone09525483400
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-29T08:27:02-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,876,672
Liabilities
$0
Net assets
$2,876,672
Revenue
-
Expenses
$44,988
Net income
-
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
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.00$2.88$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