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Also known as: C/O DR VYTAUTAS R MOCKUS
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Oak Tree Philanthropic Foundation is a private corporation based in SAN DIEGO, CA. The foundation received its IRS ruling in 1991. It holds total assets of $3.4M. Annual income is reported at $2.2M. Total assets have decreased from $7.3M in 2011 to $3.9M in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in California, Illinois and Ohio. According to available records, Oak Tree Philanthropic Foundation has made 94 grants totaling $587K, with a median grant of $2K. Annual giving has grown from $211K in 2020 to $376K in 2022. Individual grants have ranged from $1K to $40K, with an average award of $6K. The foundation has supported 37 unique organizations. The foundation primarily supports organizations in Ohio, California, Illinois, which account for 73% of all grants. Grantmaking reaches organizations across 12 states. Contributions to this foundation are tax-deductible.
Oak Tree Philanthropic Foundation reported 94 individual grants totaling $586,500 between 2020 and 2022 across its IRS Form 990-PF filings, with a median grant of $2,000. Half of those grants fell between $2,000 and $5,000. Its largest single grant in the record was $40,000. Its most recent available filing, for fiscal year 2023, reports $355,883 in total giving.
The largest share of grants went to organizations in CA (42 of 94), followed by IL (14) and OH (13). In total the foundation's grantees span 12 states. Of its 38 distinct grantees, 82 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Medwish International ($112,000), Lithuanian Catholic Press Society ($84,000) and Hawken School Stemm Symposium ($75,000).
Computed from 94 individual grant records (2020–2022) in this foundation's IRS Form 990-PF Part XV filings, reaching 12 states. Source: IRS 990-PF.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$7K
Largest Grant
$40K
Based on 31 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Oak Tree Philanthropic Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 94 grants. Its grantmaking reaches organizations primarily in OH, CA, IL.
Oak Tree Philanthropic Foundation has distributed a total of $587K across 94 grants. The median grant size is $2K, with an average of $6K. Individual grants have ranged from $1K to $40K.
Oak Tree Philanthropic Foundation typically selects its grantees rather than accepting unsolicited proposals.
Oak Tree Philanthropic Foundation is headquartered in SAN DIEGO, CA. While based in CA, the foundation distributes grants to organizations across 12 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Danyte S Mockus | PRESIDENT & CEO | $60K | $0 | $60K |
| Andrius A Mockus | SECRETARY & TREASURER | $60K | $0 | $60K |
| Ann L Failinger | VICE PRESIDENT | $24K | $0 | $24K |
Total Giving
$356K
Total Assets
$3.9M
Fair Market Value
$3.7M
Net Worth
$3.9M
Grants Paid
$180K
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
$189K
Total: $2.8M
Total Grants
94
Total Giving
$587K
Average Grant
$6K
Median Grant
$2K
Unique Recipients
37
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Medwish InternationalHUMANITARIAN AID | Cleveland, OH | $36K | 2022 |
| Lithuanian Catholic Press SocietyNEWS PUBLICATION | Chicago, IL | $28K | 2022 |
| Hawken School Stemm SymposiumCHILDREN'S EDUCATION | Gates Mills, OH | $25K | 2022 |
| Jesuit Fathers Of Delta Strada IncHUMANITARIAN AID AND EDUCATION | Lemont, IL | $15K | 2022 |
| The Tanzanian Childrens Fund IncHUMANITARIAN AID | Cambridge, MA | $10K | 2022 |
| The Lesotho ConnectionHUMANITARIAN AID | Tacoma, WA | $10K | 2022 |
| Grameen Foundation UsaINTERNATIONAL HUMANITARIAN AID | Washington, DC | $6K | 2022 |
| Salk Institute Women & ScienceFOUNDATION SERVICES | La Jolla, CA | $5K | 2022 |
| Teri Campus Of LifeEDUCATION | San Marcos, CA | $5K | 2022 |
| International Relief TeamsHUMANITARIAN AID | San Diego, CA | $4K | 2022 |
| St Vincent De Paul VillageSUPPORT FOR HOMELESS CHILDREN AND MOTHERS | San Diego, CA | $4K | 2022 |
| Daughters Of LithuaniaHUMAN SERVICES | Santa Monica, CA | $4K | 2022 |
| Lithuanian Catholic Religious AidHUMANITARIAN AID AND EDUCATION | Maspeth, NY | $4K | 2022 |
| The Preuss School UcsdSTUDENT TRANSPORTION AID | La Jolla, CA | $3K | 2022 |
| Catholic Relief ServicesINTERNATIONAL AID IN AFRICA | Baltimore, MD | $3K | 2022 |
| Seeds Of LearningSUPPORT FOR CHILDRENS EDUCATION | Sonoma, CA | $3K | 2022 |
| Arc - San Diego FoundationSUPPORT FOR PEOPLE WITH DEVELOPMENT DISABILITIES | San Diego, CA | $2K | 2022 |
| Home Of The Guiding HandsAID TO DISADVANTAGED CHILDERN | El Cajon, CA | $2K | 2022 |
| Sisters Of The Immaculate ConceptionSUPPORT OF EDUCATION IN LITHUANIA | Putnam, CT | $2K | 2022 |
| Saulute - Sunlight Children'S AidSUPPORT FOR ORPHANS | Lemont, IL | $2K | 2022 |
| Lithuanian Childrens Hope LaCHILDRENS CARE | Thousand Oaks, CA | $2K | 2022 |
| Lithuanian Educational Council Of The UsaEDUCATION | Naperville, IL | $2K | 2022 |
| Lithuanian Research And Studies CenterEDUCATION | Chicago, IL | $2K | 2022 |
| St Madeline Sophies Training CtrEDUCATION FOR CHILDERN | El Cajon, CA | $2K | 2022 |
| Bernardas Brazdzionis Lithuanian School Of San DiegoEDUCATION | San Diego, CA | $2K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA