The Oak Tree Philanthropic Foundation
The Oak Tree Philanthropic Foundation is a private foundation based in San Diego, California. Its 2025 grants supported charitable organizations working in areas including humanitarian aid, education, news publication, and services for people with developmental disabilities.
The Oak Tree Philanthropic Foundation at a glance
In short: The Oak Tree Philanthropic Foundation gave $131K across 28 grants in 2025 (avg $5K), top state Illinois. 4% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $131,000
- -22.5% vs 2024
- Grants made (2025)
- 28
- -3.4% vs 2024
- Average grant
- $4,679
- -19.7% vs 2024
- Median grant
- $2,000
- Total assets
- $3,392,705
- -5.3% vs 2024
- New grantees (estimate)
- 4% first-time grantees (1 of 28, 2025)
- Primary geography
- Illinois (32% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Oak Tree Philanthropic Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2314 Amity Street, San Diego, CA 92109
Phone: (858) 272-2819
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Oak Tree Philanthropic Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lithuanian Catholic Press Society ($28K). Together the top 10 received $102K.
Grant Size Distribution
149 grants across all recorded years
The most common grant size was under $50K: 149 grants of 149 (100%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Illinois (32%), Ohio (30%), and California (15%). Other listed recipient-state shares were Washington (8%) and Oregon (4%).
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
States
Cities
Is The Oak Tree Philanthropic Foundation open to new grantees?
4%
first-time grantees, 2025
In 2025, 1 of 28 grantees (4%) were first-time recipients. First grants averaged $2K; repeat grants $5K. How we count
Medians: $2K first-time, $2K repeat.
- 96% of 2025 grantees were also funded in 2024. Method
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $131K (2025) to $211K (2020). In 2025 it made 28 grants totaling $131K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lithuanian Catholic Press Society Chicago, IL | News Publication | $28,000 |
| Hawken School Stemm Symposium Gates Mills, OH | Children's Education | $25,000 |
| Medwish International Cleveland, OH | Humanitarian Aid | $12,000 |
| The Lesotho Connection Tacoma, WA | Humanitarian Aid | $10,000 |
| Jesuit Fathers of Delta Strada Inc Lemont, IL | Humanitarian Aid and Education | $8,000 |
| Grameen Foundation Beaverton, OR | International Humanitarian Aid | $5,000 |
| Lithuanian Catholic Religious Aid Maspeth, NY | Humanitarian Aid and Education | $4,000 |
| The Tanzanian Childrens Fund Inc Cambridge, MA | Humanitarian Aid | $4,000 |
| Catholic Relief Services Baltimore, MD | International Aid in Africa | $3,000 |
| International Relief Teams San Diego, CA | Humanitarian Aid | $3,000 |
Ready to take the next step with The Oak Tree Philanthropic Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $3,392,705 | $138,891 | $327,829 | $131,000 | 28 | $162,200 | $172,470 |
| 2024 | $3,581,643 | $65,228 | $341,488 | $169,000 | 29 | $200,200 | $179,192 |
| 2023 | $3,857,903 | $144,987 | $355,883 | $180,000 | 30 | $216,000 | $188,763 |
| 2022 | $4,068,799 | $48,039 | $362,474 | $188,000 | 31 | $211,400 | $202,961 |
| 2021 | $4,383,234 | $103,338 | $349,191 | $204,500 | 31 | $244,100 | $226,683 |
| 2020 | $4,629,087 | $72,016 | $364,466 | $210,500 | 32 | — | $241,099 |
Under IRS private-foundation payout rules, The Oak Tree Philanthropic Foundation reported a distributable amount of $172K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filing does not state a mission. Its 2025 grant purposes include humanitarian aid, education, news publication, international aid, and support for people with developmental disabilities.
Grantee descriptions illustrate the range of organizations it has supported. The Lithuanian Catholic Press Society describes its work as publishing newspapers with community news and cultural and educational programs. Lithuanian Catholic Religious Aid says it supports Catholic educational, religious, and social outreach projects in Lithuania and the diaspora. The Tanzanian Children’s Fund says it supports a permanent home for children in Tanzania and community programs for children and families. Other grantees describe work providing disaster and poverty relief, raising funds for services for people with developmental disabilities, building homes with low-income families, and providing person-centered services.
Grantmaking
In 2025, the foundation made 28 grants totaling $131,000. Grants ranged from $500 to $28,000, with a median of $2,000. Its largest grants included $28,000 to the Lithuanian Catholic Press Society for news publication, $25,000 to Hawken School STEM Symposium for children’s education, $12,000 to Medwish International for humanitarian aid, and $10,000 to The Lesotho Connection for humanitarian aid.
Other notable 2025 grants included $8,000 to Jesuit Fathers of Delta Strada Inc for humanitarian aid and education, $5,000 to Grameen Foundation for international humanitarian aid, and $3,000 each to Catholic Relief Services for international aid in Africa and International Relief Teams for humanitarian aid.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Danyte S Mockus as President & CEO, Ann L Failinger as Vice President, Andrius A Mockus as Secretary & Treasurer, and Joseph A Maciunas as Director.
The Oak Tree Philanthropic Foundation is led by Danyte S. Mockus, President & CEO since 2021 (on filings since 2020); all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Danyte S. Mockus
President & CEO
Member → President & CEO, 2021
On filings since 2020
11 hrs/week
$24K (2020) → $60K (2025)
Joseph A. Maciunas
Director
On filings since 2024
1 hr/week
$2K (2024) → $24K (2025)
Andrius A. Mockus
Secretary & Treasurer
Secretary & Treasurer → Secretary, 2021
Secretary → Secretary & Treasurer, 2022
On filings since 2020
21 hrs/week
$24K (2020) → $60K (2025)
Ann L. Failinger
Vice President
On filings since 2020
3 hrs/week
$24K (2020) → $24K (2025)
Former officers (1)
- Former: Vytautas R. Mockus (2020–2022) — Former President & CEO
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $60K, to Danyte S Mockus (President & CEO). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The Oak Tree Philanthropic Foundation
How much does The Oak Tree Philanthropic Foundation give each year?
The Oak Tree Philanthropic Foundation gave $131K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $169K across 29 grants.
What is The Oak Tree Philanthropic Foundation's typical grant size?
The Oak Tree Philanthropic Foundation's median grant in 2025 was $2,000, and its average grant was $4,679, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Oak Tree Philanthropic Foundation that year got $2K on average.
Where does The Oak Tree Philanthropic Foundation give grants?
The Oak Tree Philanthropic Foundation's top state is Illinois, with 32% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Ohio (30%) and California (15%). The most frequent recipient cities were San Diego, CA (4 grants), Cleveland, OH (3 grants), Lemont, IL (3 grants) and El Cajon, CA (2 grants).
Does The Oak Tree Philanthropic Foundation give general operating support?
Not in 2025: none of the 28 grants with a stated purpose on The Oak Tree Philanthropic Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Humanitarian Aid" (5 grants) and "Education" (3 grants).
Who are The Oak Tree Philanthropic Foundation's largest grantees?
The Oak Tree Philanthropic Foundation's largest 2025 grantees include Lithuanian Catholic Press Society ($28,000), Hawken School Stemm Symposium ($25,000) and Medwish International ($12,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is The Oak Tree Philanthropic Foundation?
The Oak Tree Philanthropic Foundation reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $162K in qualifying distributions that year, against a required minimum of $172K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Oak Tree Philanthropic Foundation fund?
The foundation’s filing does not state a mission. Its 2025 grant purposes include humanitarian aid, education, news publication, international aid, and support for people with developmental disabilities. See mission & focus areas ↑
How do I apply for a grant from The Oak Tree Philanthropic Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Oak Tree Philanthropic Foundation's EIN?
The Oak Tree Philanthropic Foundation's EIN (Employer Identification Number) is 36-3779795. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Oak Tree Philanthropic Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Oak Tree Philanthropic Foundation funds
Education Open opportunities, soonest deadline first.
- Creative Impact Grants $500 - $2,500 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Oak Tree Philanthropic Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
Allotta Family Foundation PFDN
Brooklyn, OH
Assets
$325K
Grants
25
Total Given
$19K
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Allison and Robert Price Family
La Jolla, CA
The Allison and Robert Price Family Foundation supports charitable organizations, with recent grants for wildfire relief and Parkinson’s research; its 2025 grants ranged from $250 to $5,000. Most 2025 funding went to California recipients, with a small share going to Maryland, and it accepts only requests from preselected organizations—not unsolicited requests.
Assets
$105K
Grants
2
Total Given
$5K
The George Gund Foundation
Cleveland, OH
The George Gund Foundation supports U.S. 501(c)(3) organizations working in climate and environmental justice, arts and culture, democracy, economic justice, public education, and family and social well-being, with a central focus on Cleveland and most 2024 grant dollars going to Ohio. Its 2024 grants ranged from $1,200 to $2.75 million, with a median of $50,000. The profile describes an online application process but does not state whether unsolicited requests are accepted.
Assets
$555.9M
Grants
334
Total Given
$29.8M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
More similar funders
More Funders in California
Cite this profile
Grantable. (2026). The Oak Tree Philanthropic Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/the-oak-tree-philanthropic-foundation-morg_2c0cc1d1bfd94f949855526b3c476cd8
BibTeX
@misc{grantable_363779795_2026,
author = {{Grantable}},
title = {{The Oak Tree Philanthropic Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-oak-tree-philanthropic-foundation-morg_2c0cc1d1bfd94f949855526b3c476cd8},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Oak Tree Philanthropic Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Oak Tree Philanthropic Foundation down — hundreds of funders to go?