Oakleaf Endowment Trust For
Oakleaf Endowment Trust For's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $53,385 for R Danielle Egan, Trustee (FY 2024). Column F can include amounts from the filing and related organizations.
After indexing supported filing years to 2025 comparison dollars, the subject figure is $54,790. It is higher than the D + F figure for 39 of 83 peer organizations selected under the disclosed tier Same NTEE sector (T20), nationwide + size band 0.67–1.5× revenue (approximately 47%; median $58,244). This is descriptive, not a reasonableness conclusion.
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Review the selected comparables for Oakleaf Endowment Trust For, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.
Review the peer setSelected peer organizations
Actual selection tier: Same NTEE sector (T20), nationwide + size band 0.67–1.5× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.
| Organization | State | Revenue | D + F (2025 dollars) |
|---|---|---|---|
| Cardinal Properties | IN | $492,197 | $66,907 |
| Buffalo Hearing & Speech Center | NY | $492,828 | $790 |
| Metro Portland Housing | OR | $490,334 | $108,036 |
| Southern California Tennis Association Foundation | CA | $494,908 | $5,917 |
| Marshall Christensen Foundation For Internati | OR | $487,870 | $40,813 |
| Vaughan Woods And Historic Homestead | ME | $485,005 | $68,798 |
| Hope Of Peace Foundation | KS | $484,016 | $51,931 |
| Meals On Wheels Of Greenville Endowment Fund Inc | SC | $482,152 | $15,903 |
View the organization record and available filings on ProPublica