Oakleaf Endowment Trust FBO Connecticut College
Donations deductibleOakleaf Endowment Trust FBO Connecticut College's network
6 peoplei6 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI; we list 6 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Amanda Mayfield | Trustee (Resigned 02/09/24) | 2018 | 8 yrs |
| Carey Cseszko Chair | Trustee (Appointed 04/26/24) | 2024 | 2 yrs |
| Leslie Wong | Trustee (Resigned 06/30/24) | 2023 | 3 yrs |
| R Danielle Egan | Trustee | 2022 | 4 yrs |
| Robert Knight | Trustee (Appointed 02/29/24, Resigned 03/31/24) | 2024 | 2 yrs |
| Susan Daniells | Trustee (Appointed 04/25/24) | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Carey Cseszko Chair | Trustee (Appointed 04/26/24) | 0.3 | $0 | $143k | $35k |
| Amanda Mayfield | Trustee (Resigned 02/09/24) | 0.3 | $0 | $41k | $3k |
| R Danielle Egan | Trustee | 0.3 | $0 | $229k | $53k |
| Susan Daniells | Trustee (Appointed 04/25/24) | 0.3 | $0 | $188k | $47k |
| Leslie Wong | Trustee (Resigned 06/30/24) | 0.3 | $0 | $279k | $23k |
| Robert Knight | Trustee (Appointed 02/29/24, Resigned 03/31/24) | 0.3 | $0 |
About
- Legal name
- Oakleaf Endowment Trust Fbo Connecticut College
- EIN
- 416429969
- Address
- 80 S 8th St Ste 4200, Minneapolis, MN, 55402-2223
- State
- Minnesota
- Mission
- To establish an endowment to maintain and enhance the quality of connecticut college or its successor by merger or consolidation. (as filed on the Form 990)
- Activity (NTEE)
- T20I Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 6 (IRS master file code)
- Formed
- 1997
- Principal officer
- Carey Cseszko (as named on the Form 990)
- IRS ruling date
- 1 July 1998
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsAmanda Mayfield
≥4years on the filingsR Danielle Egan
≥3years on the filingsLeslie Wong
≥2years on the filingsCarey Cseszko Chair
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $4.7m
- Total liabilities
- $0
- Net assets or fund balances
- $4.7m
- Contributions and grants received
- $0
- Program service revenue
- $0
- Grants and similar paid out
- $226k
- Employees
- 0
- Volunteers
- 6
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $492k | $284k | $208k |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Connecticut College | See 990 p.2 part iii | $226k |