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    3. Oakleaf Endowment Trust for the Minnesota Orchestra

    Oakleaf Endowment Trust for the Minnesota Orchestra

    ActivePublic CharityArts, Culture & Humanities
    MINNEAPOLIS, MNEIN: 41-64293793 filings on record
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    About Oakleaf Endowment Trust for the Minnesota Orchestra

    The Oakleaf Endowment Trust directs virtually all of its philanthropic resources to the Minnesota Orchestra, providing major, repeated support for orchestral activity in Minneapolis–Saint Paul. Its giving is singularly focused on sustaining a professional symphony—likely underwriting operations, programming, and institutional resilience—rather than a diversified grant portfolio. The foundation functions effectively as an institutional backer of Minnesota’s flagship orchestra.

    Focus Areas

    Professional symphony orchestra operations and season programming (Minnesota Orchestra)Orchestral performance and touring based in Minneapolis–Saint PaulMusic education and community outreach initiatives associated with the Minnesota OrchestraEndowment, capital and general operating support for a single flagship arts institution

    Who They Fund

    not specified in provided text

    Giving Approach

    Highly concentrated: very large, repeated grants to a single grantee (Minnesota Orchestral Association), indicating core/anchor funding rather than distributed or exploratory giving.

    Funding Style

    Financial Snapshot

    Annual Giving

    $17.8M

    Total Assets

    $101.9M

    Total Revenue

    $10.9M

    Total Expenses

    $10.3M

    Typical Grant Size

    Most grants fall between $4.5M and $4.7M, with a median of $4.6M.

    25th Percentile

    $4.5M

    Median

    $4.6M

    75th Percentile

    $4.7M

    Geographic Reach

    Local1 state funded

    About 100% of grants go to recipients in MN.

    Funding intensity
    Low
    High
    Headquarters

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    Free account · instant fit score · similar funders
    not specified in provided textno funding approach describedreference points to external form (IRS Form 990) only

    Notable grantees: Minnesota Orchestral Association (Minnesota Orchestra)

    Topics

    not specified in provided textno program or focus areas describedreference points to external form (IRS Form 990) only
    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    MINNESOTA ORCHESTRAL ASSOCIATIONMINNEAPOLIS, MN$8,546,8042025SEE 990 P.2 PART III
    MINNESOTA ORCHESTRAL ASSOCIATIONMINNEAPOLIS, MN$4,864,1292024SEE 990 P.2 PART III
    MINNESOTA ORCHESTRAL ASSOCIATIONMINNEAPOLIS, MN$4,400,7132023SEE 990 P.2 PART III

    MINNESOTA ORCHESTRAL ASSOCIATION

    $8,546,804
    MINNEAPOLIS, MN2025

    SEE 990 P.2 PART III

    MINNESOTA ORCHESTRAL ASSOCIATION

    $4,864,129
    MINNEAPOLIS, MN2024

    SEE 990 P.2 PART III

    MINNESOTA ORCHESTRAL ASSOCIATION

    $4,400,713
    MINNEAPOLIS, MN2023

    SEE 990 P.2 PART III