Private Foundation

THE OAK TREE PHILANTHROPIC FOUNDATION

THE OAK TREE PHILANTHROPIC FOUNDATION is a private foundation categorized as Private Foundation based in SAN DIEGO, CA. Its most recent IRS filing (2025) reports revenue of $139K, expenses of $328K, total assets of $3.4M. Imperigo tracks 150 reported grants from this foundation totaling approximately $878K.

EIN: 363779795 SAN DIEGO, CA Latest filing: 2025

Total Revenue$139K

Total Expenses$328K

Total Assets$3.4M

Grants Given150

Grant Total$878K

Filing Years2020–2025

Sample Grants Given

LITHUANIAN CATHOLIC PRESS SOCIETY

CHICAGO, IL · 2025

NEWS PUBLICATION

$28,000

HAWKEN SCHOOL STEMM SYMPOSIUM

GATES MILLS, OH · 2025

CHILDREN'S EDUCATION

$25,000

MEDWISH INTERNATIONAL

CLEVELAND, OH · 2025

HUMANITARIAN AID

$12,000

THE LESOTHO CONNECTION

TACOMA, WA · 2025

HUMANITARIAN AID

$10,000

JESUIT FATHERS OF DELTA STRADA INC

LEMONT, IL · 2025

HUMANITARIAN AID AND EDUCATION

$8,000

Showing up to 5 of 150 total records — full history available with membership.

Officers & Directors

SECRETARY & TREASURER Andrius A Mockus

VICE PRESIDENT Ann L Failinger

PRESIDENT & CEO Danyte S Mockus

DIRECTOR Joseph A Maciunas

Officer compensation and complete director data available with membership.

Top Grant Purposes

HUMANITARIAN AID

$254,000 26 grants

NEWS PUBLICATION

$140,000 5 grants

CHILDREN'S EDUCATION

$125,000 5 grants

HUMANITARIAN AID AND EDUCATION

$80,000 10 grants

EDUCATION

$51,500 18 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$139K	$328K	$3.4M
2024	$65K	$341K	$3.6M
2023	$145K	$356K	$3.9M
2022	$48K	$362K	$4.1M
2020	$72K	$364K	$4.6M

Between 2020 and 2025, reported annual revenue grew from $72K to $139K (+93%), with total assets most recently reported at $3.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, FL, GA, IL, and 4 other states.

CACTDCFLGAILMAMDMENY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE OAK TREE PHILANTHROPIC FOUNDATION

Complete financials, all 150 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports