EIN 41-6429379

Oakleaf Endowment Trust for the Minnesota Orchestra

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1997
Most recent tax filings
2022-12-01
NTEE code, primary
Description
Oakleaf Endowment Trust for the Minnesota Orchestra establishes an endowment to maintain and enhance the quality of the Minnesota Orchestra or its successor by merger or consolidation. Grants from the trust assist the Orchestra in daily operations, develop strategies, plan festivals, and tours to maintain and enhance their quality, and secure strong guest artists. The trust is located in Minneapolis, MN.
Also known as...
Oakleaf Endowment TR Fbo Minnesota Orchestra 063097; Oakleaf Endow Trust for the MN Orchestra; Dayton K N and Judson M Ttees
Total revenues
$28,306,166
2022
Total expenses
$6,273,445
2022
Total assets
$102,788,054
2022
Num. employees
0
2022

Program areas at Oakleaf Endowment Trust for the Minnesota Orchestra

Grants assists the Minnesota Orchestra in daily operations and helps maintain and enhance the quality of the Minnesota Orchestra. They also help the Orchestra develop strategies for procuring strong, high-profile guest artists, planning festivals, and tours. Endowment revenue is composed of contributions and investment income.

Grants made by Oakleaf Endowment Trust for the Minnesota Orchestra

GranteeGrant descriptionAmount
Minnesota Orchestral AssociationSee 990 P.2 Part Iii$4,400,713

Personnel at Oakleaf Endowment Trust for the Minnesota Orchestra

NameTitleCompensation
Mary SumnersTrustee$0

Financials for Oakleaf Endowment Trust for the Minnesota Orchestra

RevenuesFYE 12/2022
Total grants, contributions, etc.$25,442,372
Program services$0
Investment income and dividends$4,532,673
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,668,879
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$28,306,166

Form 990s for Oakleaf Endowment Trust for the Minnesota Orchestra

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122022-11-08990View PDF
2020-122021-11-12990View PDF
2019-122021-02-24990View PDF
2018-122020-02-13990View PDF
...and 15 more Form 990s

Organizations like Oakleaf Endowment Trust for the Minnesota Orchestra

OrganizationLocationRevenue
Dallas Symphony FoundationDallas, TX$12,980,267
Des Moines Symphony FoundationDes Moines, IA$8,433,449
Saint Louis Symphony Endowment TrustSaint Louis, MO$8,894,555
Indianapolis Symphony Orchestra FoundationIndianapolis, IN$9,602,897
Columbus Symphony OrchestraColumbus, OH$23,707,515
Orchestra of St. Luke'sNew York, NY$7,845,957
Houston Symphony SocietyHouston, TX$35,994,603
Grand Rapids Symphony SocietyGrand Rapids, MI$10,068,479
Music and Event Management (CSO)Cincinnati, OH$73,072,797
Chicago Symphony OrchestraChicago, IL$102,432,097
Data update history
January 17, 2024
Posted financials
Added Form 990 for fiscal year 2022
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2020
July 28, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 6, 2023
Updated personnel
Identified 1 new personnel
June 2, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Arts, culture, and humanities nonprofitsPerforming arts organizationsOperas and symphoniesMusical groupsCharities
Issues
Arts, cultural, and humanities
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
80 S 8th St Ste 4200
Minneapolis, MN 55402
Metro area
Minneapolis-St. Paul-Bloomington, MN-WI
County
Hennepin County, MN
Phone
(612) 339-7151
IRS details
EIN
41-6429379
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
A69: Symphony Orchestras
NAICS code, primary
711130: Musical Groups and Artists
Parent/child status
Independent
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