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US nonprofit · EIN 416469031 · Minneapolis, MNiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 416469031) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SOUNK), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Oakleaf Endownment TR for the Blake School

Donations deductible
Revenue
$437k
year to 31 December 2024
Expenses
$180k
year to 31 December 2024
Total assets
$3.4m
$0 liabilities
Net assets
$3.4m
assets less liabilities
Directors and trustees
5
6.2y av
Staff
0
5 volunteers
Chair observed
≥6 yrs
Anne E Stavney
Left since last filing
0
no seats appear to have opened
How am I connected?

Oakleaf Endownment TR for the Blake School's network

5 people3 organisationsi5 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

5 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 in the tables. The network map shows same-name matches as likely links only, never as confirmed.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 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Anne E Stavney ChairChair2018
8 yrs
Daniel KelleyTrustee2018
8 yrs
David OxfordTrustee2023
3 yrs
Geetu SharmaTrustee (Appointed 2/14/24)2024
2 yrs
Molly S SimmonsTrustee2018
8 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.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Anne E StavneyChair1$0$930k$116k
Daniel KelleyTrustee1$0$387k$65k
Molly S SimmonsTrustee1$0
David OxfordTrustee1$0
Geetu SharmaTrustee (Appointed 2/14/24)1$0

About

Legal name
Oakleaf Endownment Tr for the Blake School
EIN
416469031
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 the blake school, or its successors by merger or consolidation. (as filed on the Form 990)
Activity (NTEE)
T11 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
2000
Principal officer
Dr Anne Stavney (as named on the Form 990)
IRS ruling date
1 September 2000
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)

RelatedEDUCATIONThe Blake School

Longest observed on the filings

≥8years on the filingsAnne E Stavney
≥8years on the filingsDaniel Kelley
≥8years on the filingsMolly S Simmons
≥3years on the filingsDavid Oxford

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
$3.4m
Total liabilities
$0
Net assets or fund balances
$3.4m
Contributions and grants received
$0
Program service revenue
$0
Grants and similar paid out
$133k
Employees
0
Volunteers
5

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$437k$180k$256k

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.
RecipientPurposeAmount
The Blake SchoolSee 990 p.2 part iii$0