The Oak Tree Philanthropic Foundation

SAN DIEGO, CA EIN: 36-3779795

The Oak Tree Philanthropic Foundation is a nonprofit organization focused on Education, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 29 grants totaling $169K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$169K

-6.1% YoY

Grant Count

29

-3.3% YoY

Avg Grant Size

$6K

-2.9% YoY

About The Oak Tree Philanthropic Foundation

Based on IRS filings

The Oak Tree Philanthropic Foundation is a nonprofit organization focused on Education, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 29 grants totaling $169K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

AMERICUSBALTIMOREBEVERLY HILLSBOSTONCAMBRIDGECHICAGOCLEVELANDCLEVELAND HEIGHTSDOWNERS GROVEEL CAJONGATES MILLSKENNEBUNKLA JOLLALEMONTMASPETHNAPERVILLEOCEANSIDEPUTNAMSAN DIEGOSAN MARCOS

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$53K$105K$158K$211K32 grants202031 grants202131 grants202230 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LITHUANIAN CATHOLIC PRES…$28KHAWKEN SCHOOL STEMM SYMP…$25KMEDWISH INTERNATIONAL$22KJESUIT FATHERS OF DELTA …$13KTERI CAMPUS OF LIFE$10KTHE LESOTHO CONNECTION$10KTHE TANZANIAN CHILDRENS …$8KGRAMEEN FOUNDATION$6KFATHER JOE'S VILLAGES$4KINTERNATIONAL RELIEF TEAMS$4K

Grant Size Distribution

153 grants across all recorded years

153<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lithuanian Catholic Press Society ($28,000), Hawken School Stemm Symposium ($25,000), Medwish International ($22,000).

RecipientPurposeAmount
ARC - SAN DIEGO FOUNDATION SAN DIEGO, CASUPPORT FOR PEOPLE WITH DEVELOPMENT DISABILITIES$2,000
BERNARDAS BRAZDZIONIS LITHUANIAN SCHOOL OF SAN DIEGO SAN DIEGO, CAEDUCATION$1,500
CATHOLIC RELIEF SERVICES BALTIMORE, MDINTERNATIONAL AID IN AFRICA$3,000
DAUGHTERS OF LITHUANIA SANTA MONICA, CAHUMAN SERVICES$3,000
FATHER JOE'S VILLAGES SAN DIEGO, CASUPPORT FOR HOMELESS CHILDREN AND MOTHERS$4,000
FOUNDATION FOR THE CHILDREN OF THE CALIFORNIAS SAN DIEGO, CAHUMANITARIAN AID$1,000
GRAMEEN FOUNDATION WASHINGTON, DCINTERNATIONAL HUMANITARIAN AID$6,000
HABITAT FOR HUMANITY AMERICUS, GAHOUSING FOR THE UNDER PRIVILEGED$2,000
HAWKEN SCHOOL STEMM SYMPOSIUM GATES MILLS, OHCHILDREN'S EDUCATION$25,000
HOME OF GUIDING HANDS EL CAJON, CAAID TO DISADVANTAGED CHILDERN$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DANYTE S MOCKUSPRESIDENT & CEO$60KANDRIUS A MOCKUSSECRETARY & TREASURER$60KANN L FAILINGERVICE PRESIDENT$24KJOSEPH A MACIUNASDIRECTOR$2K

From 2024 filing

NameTitleHoursCompensation
DANYTE S MOCKUSPRESIDENT & CEO11$60,000
ANN L FAILINGERVICE PRESIDENT3$24,000
ANDRIUS A MOCKUSSECRETARY & TREASURER21$60,000
JOSEPH A MACIUNASDIRECTOR1$2,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Oak Tree Philanthropic Foundation?

The Oak Tree Philanthropic Foundation is a nonprofit organization focused on Education, based in SAN DIEGO, CA. It holds — in total assets as of 2024.

Where does The Oak Tree Philanthropic Foundation operate?

The Oak Tree Philanthropic Foundation has awarded grants in California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, New York, Ohio, Washington.

What size grants does The Oak Tree Philanthropic Foundation award?

In 2024, The Oak Tree Philanthropic Foundation awarded 29 grants totaling $169K — an average of about $6K per grant, based on its IRS Form 990 filings.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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