Oakleaf Endowment Trust Fbo Connecticut College

Analysis

Oakleaf Endowment Trust Fbo Connecticut College is a registered charity in United States, based in Minneapolis, MN. It received its IRS tax-exemption ruling in July 1998, 28 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Oakleaf Endowment Trust Fbo Connecticut College reported income of $232k and spending of $264k, spending 114% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $310k to $232k (-25%), an average of -7.0% a year. The sharpest change came in the year to December 2022, when income rose by 134%. Over the whole period it spent 53% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Oakleaf Endowment Trust Fbo Connecticut College sits at the 61st percentile: it is larger than about 61% of them. Against every charity in United States with reported income it ranks in the 57th percentile, and in the 55th percentile within MN. Charities of a similar size with the same main cause include Help Razom Inc ($232k), Friends of Christs Hospital ($232k) and Baystate Financial Charitable Foundation Inc ($232k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 0.1% of the total. At year end it held assets of $4.5m against liabilities of $0, net assets of $4.5m.