The Oak Tree Philanthropic Foundation
EIN 363779795Total Given 2020–2023
$783K
124 grants · $196K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $2K–$6K
grant size
65%
deep partner · 33/51 multi-year
repeat
$3.7M
Assets (2023)
51
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(858) 272-2819
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $210K | $4.7M | $72K | 32 |
| 2021 | $204K | $4.4M | $103K | 31 |
| 2022 | $188K | $3.9M | $48K | 31 |
| 2023 | $180K | $3.7M | $145K | 30 |
Grant Size Distribution
Based on 124 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$2K
Average
$6K
75th Pctl
$6K
Maximum
$40K
Geographic Distribution
Officers & Directors
DM
Danyte S Mockus
President & Ceo
Leadership
AF
Ann L Failinger
Vice President
Leadership
AM
Andrius a Mockus
Secretary & Treasurer
Leadership
VM
Vytautas R Mockus
Former President & Ceo
Leadership
DM
Danyte S Mockus
President & Ceo
Leadership
AF
Ann L Failinger
Vice President
Leadership
AM
Andrius a Mockus
Secretary & Treasurer
Leadership
DM
Dr Vytautas R Mockus
Former President & Ceo
Leadership
DM
Danyte S Mockus
President & Ceo
Leadership
AF
Ann L Failinger
Vice President
Leadership
AM
Andrius a Mockus
Secretary
Leadership
DM
Dr Vytautas R Mockus
President & Ceo
Leadership
AF
Ann L Failinger
Vice President
Leadership
AM
Andrius a Mockus
Secretary & Treasurer
Leadership
DM
Danyte S Mockus
Member
Grants Awarded (124 total)
| Purpose | ||||
|---|---|---|---|---|
| Medwish International | Cleveland, OH | $40,000 | HUMANITARIAN AID | 2020 |
| Medwish International | Cleveland, OH | $40,000 | HUMANITARIAN AID | 2021 |
| Medwish International | Cleveland, OH | $36,000 | HUMANITARIAN AID | 2022 |
| Lithuanian Catholic Press Society | Chicago, IL | $28,000 | NEWS PUBLICATION | 2022 |
| Lithuanian Catholic Press Society | San Diego, CA | $28,000 | NEWS PUBLICATION | 2020 |
| Lithuanian Catholic Press Society | Chicago, IL | $28,000 | NEWS PUBLICATION | 2021 |
| Lithuanian Catholic Press Society | Chicago, IL | $28,000 | NEWS PUBLICATION | 2023 |
| Medwish International | Cleveland, OH | $27,000 | HUMANITARIAN AID | 2023 |
| Hawken School Stemm Symposium | Gates Mills, OH | $25,000 | CHILDREN'S EDUCATION | 2022 |
| Hawken School Stemm Symposium | Gates Mills, OH | $25,000 | CHILDREN'S EDUCATION | 2020 |
| Hawken School Stemm Symposium | Gates Mills, OH | $25,000 | CHILDREN'S EDUCATION | 2021 |
| Hawken School Stemm Symposium | Gates Mills, OH | $25,000 | CHILDREN'S EDUCATION | 2023 |
| Salk Institute Women & Science | La Jolla, CA | $20,000 | FOUNDATION SERVICES | 2020 |
| Jesuit Fathers of Delta Strada Inc | Lemont, IL | $20,000 | HUMANITARIAN AID AND EDUCATION | 2021 |
| Jesuit Fathers of Delta Strada Inc | Lemont, IL | $15,000 | HUMANITARIAN AID AND EDUCATION | 2022 |
| Jesuit Fathers of Delta Strada Inc | Lemont, IL | $15,000 | HUMANITARIAN AID AND EDUCATION | 2023 |
| Salk Institute Women & Science | La Jolla, CA | $13,000 | FOUNDATION SERVICES | 2021 |
| Daughters of Lithuania | Santa Monica, CA | $12,000 | HUMAN SERVICES | 2020 |
| The Lesotho Connection | Tacoma, WA | $10,000 | HUMANITARIAN AID | 2022 |
| The Tanzanian Childrens Fund Inc | Cambridge, MA | $10,000 | HUMANITARIAN AID | 2022 |
| Lesotho Connection | Tacoma, WA | $10,000 | HUMANITARIAN AID | 2020 |
| The Tanzanian Childrens Fund Inc | Boston, MA | $10,000 | HUMANITARIAN AID | 2020 |
| The Lesotho Connection | Tacoma, WA | $10,000 | HUMANITARIAN AID | 2021 |
| The Tanzanian Childrens Fund Inc | Cambridge, MA | $10,000 | HUMANITARIAN AID | 2021 |
| Teri Campus of Life | Oceanside, CA | $10,000 | EDUCATION | 2023 |