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Oakleaf Endowment Trust Fbo Connecticut College

Duncan K N & N Dayton Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$492k (2024)

Expenses
$284k (2024)

Total Assets
$4.73M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$492,389
Expenses
$284,285
Net Income
$208,104
Net Assets
$4,726,039
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $218,873
44.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $273,516
55.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,726,039
Total Liabilities $0
Net Assets $4,726,039
Compensation
Key Employees and Officers Compensation Related Other
Carey Cseszko Chair (Trustee (Appointed 04/26/24)) $0 $143,217 $34,812
Amanda Mayfield (Trustee (Resigned 02/09/24)) $0 $41,187 $3,197
R Danielle Egan (Trustee) $0 $228,924 $53,385
Susan Daniells (Trustee (Appointed 04/25/24)) $0 $188,455 $47,217
Leslie Wong (Trustee (Resigned 06/30/24)) $0 $278,752 $23,423
Robert Knight (Trustee (Appointed 02/29/24, Resigned 03/31/24)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$231,897
Expenses
$263,697
Net Income
-$31,800
Net Assets
$4,518,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $330
0.1%
Program Services $0
Investment Income $182,655
78.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $48,912
21.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,518,520
Total Liabilities $0
Net Assets $4,518,520
Compensation
Key Employees and Officers Compensation Related Other
Katherine Bergeron (Trustee (Resigned 12/18/23)) $0 $699,100 $64,226
R Danielle Egan (Trustee) $0 $223,431 $52,238
Amanda Mayfield (Trustee) $0 $211,641 $33,507
Kimberly M Verstandig (Trustee (Resigned 12/18/23)) $0 $232,471 $39,524
Leslie Wong (Trustee (Appointed Interim 12/18/23)) $0 $203,337 $20,077

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,038,283
Expenses
$256,827
Net Income
$781,456
Net Assets
$4,550,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $923,343
88.9%
Program Services $0
Investment Income $193,479
18.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$78,539
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,550,483
Total Liabilities $0
Net Assets $4,550,483
Compensation
Key Employees and Officers Compensation Related Other
Katherine Bergeron (Trustee) $0 $428,023 $64,834
R Danielle Egan (Trustee (Appointed 7/01/2022)) $0 $165,178 $39,856
Amanda Mayfield (Trustee) $0 $169,963 $26,165
Kimberly M Verstandig (Trustee) $0 $387,630 $45,555
Jeffrey Cole (Trustee (Resigned 7/01/2022)) $0 $252,989 $37,146
Richard A Madonna Jr (Chair (Resigned 7/31/2022)) $0 $213,085 $27,993

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$443,192
Expenses
$237,231
Net Income
$205,961
Net Assets
$3,769,303
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $250,127
56.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $193,065
43.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,769,303
Total Liabilities $0
Net Assets $3,769,303
Compensation
Key Employees and Officers Compensation Related Other
Richard A Madonna Jr (Chair) $0 $287,056 $41,120
Katherine Bergeron (Trustee) $0 $424,068 $66,873
Kimberly M Verstandig (Trustee) $0 $331,624 $41,192
Jeffrey Cole (Trustee) $0 $223,904 $33,752
Amanda Mayfield (Trustee) $0 $165,895 $18,890

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$329,520
Expenses
$246,611
Net Income
$82,909
Net Assets
$3,563,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $259,924
78.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $69,596
21.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,563,379
Total Liabilities $0
Net Assets $3,563,379
Compensation
Key Employees and Officers Compensation Related Other
Richard A Madonna Jr (Chair) $0 $294,067 $46,399
Katherine Bergeron (Trustee) $0 $322,037 $67,096
Kimberly M Verstandig (Trustee) $0 $284,042 $46,482
Jeffrey Cole (Trustee) $0 $221,402 $44,314
Amanda Mayfield (Trustee) $0 $164,841 $30,510

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$309,593
Expenses
$249,514
Net Income
$60,079
Net Assets
$3,480,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $208,313
67.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $101,280
32.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,480,471
Total Liabilities $0
Net Assets $3,480,471
Compensation
Key Employees and Officers Compensation Related Other
Richard A Madonna Jr (Chair) $0 $293,362 $43,331
Katherine Bergeron (Trustee) $0 $629,728 $71,395
Kimberly M Verstandig (Trustee) $0 $260,563 $30,914
Jeffrey Cole (Trustee) $0 $221,083 $53,383
Amanda Mayfield (Trustee) $0 $163,452 $32,251

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,685
Expenses
$251,272
Net Income
-$39,587
Net Assets
$3,420,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $138,078
65.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,607
34.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,420,343
Total Liabilities $0
Net Assets $3,420,343
Compensation
Key Employees and Officers Compensation Related Other
Richard A Madonna Jr (Chair) $0 $291,813 $50,772
Katherine Bergeron (Trustee) $0 $418,187 $71,395
Abigail Van Slyck (Trustee (Resigned 7/31/18)) $0 $0 $0
Mary L Calarese (Trustee (Resigned 7/20/18)) $0 $0 $0
Kimberly M Verstandig (Trustee (Appointed 3/26/18)) $0 $251,939 $30,914
Jeffrey Cole (Trustee (Appointed 7/17/18)) $0 $180,817 $45,242
Amanda Mayfield (Trustee (Appointed 7/17/18)) $0 $143,585 $17,205

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$161,515
Expenses
$258,488
Net Income
-$96,973
Net Assets
$3,458,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $179,036
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$17,521
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,458,868
Total Liabilities $0
Net Assets $3,458,868
Compensation
Key Employees and Officers Compensation Related Other
Katherine Bergeron (Chair) $416,164 $0 $72,092
Richard A Madonna Jr (Trustee) $289,300 $0 $53,752
Abigail Van Slyck (Trustee) $236,858 $0 $33,591
Mary L Calarese (Trustee) $143,988 $0 $16,971
Ann W Goodwin (Trustee (Resigned 4/30/17)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,939
Expenses
$265,590
Net Income
-$164,651
Net Assets
$3,555,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $73,855
73.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,084
26.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,555,932
Total Liabilities $0
Net Assets $3,555,932
Compensation
Key Employees and Officers Compensation Related Other
Katherine Bergeron (Chair) $0 $409,394 $71,834
Richard A Madonna Jr (Trustee (Appointed 04/01/16)) $0 $203,790 $38,036
Abigail Van Slyck (Trustee) $0 $232,941 $32,942
Ann W Goodwin (Trustee) $0 $248,438 $44,844
Mary L Calarese (Trustee) $0 $151,031 $22,561

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$212,969
Expenses
$258,557
Net Income
-$45,588
Net Assets
$3,720,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $145,622
68.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $67,347
31.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,720,591
Total Liabilities $0
Net Assets $3,720,591
Compensation
Key Employees and Officers Compensation Related Other
Paul L Maroni (Chair (Resigned 12/31/15)) $0 $239,033 $47,677
Mary Calarese (Trustee) $0 $130,691 $22,329
Katherine Bergeron (Trustee) $0 $466,627 $70,320
Ann Goodwin (Trustee (Appointed 02/04/15)) $0 $252,075 $43,711
Abigail Van Slyck (Trustee (Appointed 01/04/15)) $0 $236,644 $31,795

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$294,912
Expenses
$257,370
Net Income
$37,542
Net Assets
$3,766,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $79,297
26.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $215,615
73.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,766,167
Total Liabilities $0
Net Assets $3,766,167
Compensation
Key Employees and Officers Compensation Related Other
Paul L Maroni (Chair) $0 $256,553 $93,858
Mary Calarese (Trustee) $0 $123,170 $24,783
Katherine Bergeron (Trustee (Appointed 02/06/2014)) $0 $427,934 $69,155
Roger Brooks (Former Trustee (Resigned 11/27/2014)) $0 $378,087 $19,842

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,764
Expenses
$247,006
Net Income
$8,758
Net Assets
$3,728,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $346
0.1%
Program Services $0
Investment Income $109,301
42.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $146,117
57.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,728,651
Total Liabilities $0
Net Assets $3,728,651
Compensation
Key Employees and Officers Compensation Related Other
Paul L Maroni (Chair) $0 $251,899 $58,131
Gregory Waldron (Trustee (Resigned 10/15/13)) $0 $197,725 $38,390
Leo I Higdon Jr (Trustee (Resigned 12/31/13)) $0 $1,096,699 $78,285
Roger Brooks (Trustee) $0 $223,582 $22,181
Mary Calarese (Trustee) $0 $120,678 $14,676

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,697
Expenses
$240,186
Net Income
-$116,489
Net Assets
$3,766,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,750
5.5%
Program Services $0
Investment Income $90,725
73.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,222
21.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,766,290
Total Liabilities $0
Net Assets $3,766,290

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,838
Expenses
$247,790
Net Income
-$50,952
Net Assets
$3,882,831
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,206
62.1%
Program Services $0
Investment Income $62,866
31.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,766
6.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,882,831
Total Liabilities $0
Net Assets $3,882,831

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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