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 May 14, 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
May 14, 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 Appendix377 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 BLAKE SCHOOL'S BOARD OF DIRECTORS, THE CHAIRPERSON OF THE BLAKE SCHOOL'S NOMINATING COMMITTEE AND THE CHAIRPERSON OF THE BLAKE SCHOOL'S COMMITTEE THAT IS RESPONSIBLE FOR ITS INVESTMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF THE RETURN WILL BE PROVIDED FOR EACH MEMBER OF THE GOVERNING BODY.
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.
IRS990ScheduleO/GeneralExplanation/Explanation3THE OTHER CHANGES IN NET ASSETS OR FUND BALANCES ARE DUE TO THE BOOK/TAX ALLOCATION DIFFERENCE.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FULL LEGAL NAME OF THE ORGANIZATION IS THE OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL.
IRS990ScheduleO/GeneralExplanation/Explanation5THE 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.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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