The Oak Tree Philanthropic Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Oak Tree Philanthropic Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 36-3779795

Foundation Overview

Based in San Diego, CA, The Oak Tree Philanthropic Foundation has awarded 216 grants totaling $1,339,000 to organizations in California, Maryland and 10 other states across the US. Individual grants range from $1,000 to $40,000, with a median award of $2,000.

Latest Tax Year
2023
Total Giving (all years)
$1,339,000
Total Assets
$3,708,109
Median Grant (all grants)
$2,000

Latest Form 990-PF Snapshot

Total Grants
60
Median Grant
$2,250
% Median Grant Decline
-10% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 27%

16 of 60 recipients (27%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
California

44% of grants are awarded in California, with additional funding distributed across 11 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in San Diego (38%), El Cajon (15%), La Jolla (13%).

Funding Trajectory
-14%

Declining funding trend with 14% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects + 2 others

Diversified giving across multiple program areas with primary emphasis on community projects (53%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Oak Tree Philanthropic Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Arc - San Diego Foundation $2,000 San Diego, CA, US Support For People With Development Disabilities 2023
Bernardas Brazdzionis Lithuanian School Of San Diego $1,500 San Diego, CA, US Education 2023
Catholic Relief Services $3,000 Baltimore, MD, US International Aid In Africa 2023
Daughters Of Lithuania $4,000 Santa Monica, CA, US Human Services 2023
Father Joe's Villages $4,000 San Diego, CA, US Support For Homeless Children And Mothers 2023
Foundation For The Children Of The Californias $1,000 San Diego, CA, US Humanitarian Aid 2023
Grameen Foundation $6,000 Washington, DC, US International Humanitarian Aid 2023
Habitat For Humanity $2,000 Americus, GA, US Housing For The Under Privileged 2023
Hawken School Stemm Symposium $25,000 Gates Mills, OH, US Children's Education 2023
Home Of Guiding Hands $2,000 El Cajon, CA, US Aid To Disadvantaged Childern 2023
International Relief Teams $4,000 San Diego, CA, US Humanitarian Aid 2023
Jesuit Fathers Of Delta Strada Inc $15,000 Lemont, IL, US Humanitarian Aid And Education 2023
Lithuanian Catholic Press Society $28,000 Chicago, IL, US News Publication 2023
Lithuanian Catholic Religious Aid $4,000 Maspeth, NY, US Humanitarian Aid And Education 2023
Lithuanian Childrens Hope La $2,000 Thousand Oaks, CA, US Childrens Care 2023
Lithuanian Educational Council Of The Usa $2,000 Naperville, IL, US Education 2023
Lithuanian Research And Studies Center $2,000 Lemont, IL, US Education 2023
Magnolia Clubhouse $1,000 Cleveland, OH, US Support For People With Development Disabilities 2023
Medwish International $27,000 Cleveland, OH, US Humanitarian Aid 2023
Open Doors Academy $1,000 Cleveland, OH, US Support For After School Programs 2023
Saulute - Sunlight Children's Aid $2,000 Lemont, IL, US Support For Orphans 2023
Seeds Of Learning $2,500 Sonoma, CA, US Support For Childrens Education 2023
Sisters Of The Immaculate Conception $2,000 Putnam, CT, US Support Of Education In Lithuania 2023
St Casimir Lithuanian Heritage School Of La $1,000 Beverly Hills, CA, US Childrens Education 2023
St Madeline Sophie's Training Ctr $2,000 El Cajon, CA, US Education For Childern 2023
Teri Campus Of Life $10,000 Oceanside, CA, US Education 2023
The Lesotho Connection $10,000 Tacoma, WA, US Humanitarian Aid 2023
The Preuss School Ucsd $3,000 La Jolla, CA, US Student Transportion Aid 2023
The Society Of The Franciscan Fathers Of Green Me Inc $1,000 Kennebunk, ME, US Humanitarian Aid 2023
The Tanzanian Childrens Fund Inc $10,000 Cambridge, MA, US Humanitarian Aid 2023
Arc - San Diego Foundation $2,000 San Diego, CA, US Support For People With Development Disabilities 2023
Bernardas Brazdzionis Lithuanian School Of San Diego $1,500 San Diego, CA, US Education 2023
Catholic Relief Services $3,000 Baltimore, MD, US International Aid In Africa 2023
Daughters Of Lithuania $4,000 Santa Monica, CA, US Human Services 2023
Father Joe's Villages $4,000 San Diego, CA, US Support For Homeless Children And Mothers 2023
Foundation For The Children Of The Californias $1,000 San Diego, CA, US Humanitarian Aid 2023
Grameen Foundation $6,000 Washington, DC, US International Humanitarian Aid 2023
Habitat For Humanity $2,000 Americus, GA, US Housing For The Under Privileged 2023
Hawken School Stemm Symposium $25,000 Gates Mills, OH, US Children's Education 2023
Home Of Guiding Hands $2,000 El Cajon, CA, US Aid To Disadvantaged Childern 2023
International Relief Teams $4,000 San Diego, CA, US Humanitarian Aid 2023
Jesuit Fathers Of Delta Strada Inc $15,000 Lemont, IL, US Humanitarian Aid And Education 2023
Lithuanian Catholic Press Society $28,000 Chicago, IL, US News Publication 2023
Lithuanian Catholic Religious Aid $4,000 Maspeth, NY, US Humanitarian Aid And Education 2023
Lithuanian Childrens Hope La $2,000 Thousand Oaks, CA, US Childrens Care 2023
Lithuanian Educational Council Of The Usa $2,000 Naperville, IL, US Education 2023
Lithuanian Research And Studies Center $2,000 Lemont, IL, US Education 2023
Magnolia Clubhouse $1,000 Cleveland, OH, US Support For People With Development Disabilities 2023
Medwish International $27,000 Cleveland, OH, US Humanitarian Aid 2023
Open Doors Academy $1,000 Cleveland, OH, US Support For After School Programs 2023
Saulute - Sunlight Children's Aid $2,000 Lemont, IL, US Support For Orphans 2023
Seeds Of Learning $2,500 Sonoma, CA, US Support For Childrens Education 2023
Sisters Of The Immaculate Conception $2,000 Putnam, CT, US Support Of Education In Lithuania 2023
St Casimir Lithuanian Heritage School Of La $1,000 Beverly Hills, CA, US Childrens Education 2023
St Madeline Sophie's Training Ctr $2,000 El Cajon, CA, US Education For Childern 2023
Teri Campus Of Life $10,000 Oceanside, CA, US Education 2023
The Lesotho Connection $10,000 Tacoma, WA, US Humanitarian Aid 2023
The Preuss School Ucsd $3,000 La Jolla, CA, US Student Transportion Aid 2023
The Society Of The Franciscan Fathers Of Green Me Inc $1,000 Kennebunk, ME, US Humanitarian Aid 2023
The Tanzanian Childrens Fund Inc $10,000 Cambridge, MA, US Humanitarian Aid 2023
Arc - San Diego Foundation $2,000 San Diego, CA, US Support For People With Development Disabilities 2022
Bernardas Brazdzionis Lithuanian School Of San Diego $1,500 San Diego, CA, US Education 2022
Catholic Relief Services $3,000 Baltimore, MD, US International Aid In Africa 2022
Daughters Of Lithuania $4,000 Santa Monica, CA, US Human Services 2022
Foundation For The Children Of The California $1,000 San Diego, CA, US Humanitarian Aid 2022
Grameen Foundation Usa $6,000 Washington, DC, US International Humanitarian Aid 2022
Habitat For Humanity Of Palm Beach County $1,000 West Palm Beach, FL, US Housing For The Under Privileged 2022
Habitat For Humanity $1,000 Americus, GA, US Housing For The Under Privileged 2022
Hawken School Stemm Symposium $25,000 Gates Mills, OH, US Children's Education 2022
Home Of The Guiding Hands $2,000 El Cajon, CA, US Aid To Disadvantaged Childern 2022
International Relief Teams $4,000 San Diego, CA, US Humanitarian Aid 2022
Jesuit Fathers Of Delta Strada Inc $15,000 Lemont, IL, US Humanitarian Aid And Education 2022
Lithuanian Catholic Press Society $28,000 Chicago, IL, US News Publication 2022
Lithuanian Catholic Religious Aid $4,000 Maspeth, NY, US Humanitarian Aid And Education 2022
Lithuanian Childrens Hope La $2,000 Thousand Oaks, CA, US Childrens Care 2022
Lithuanian Educational Council Of The Usa $2,000 Naperville, IL, US Education 2022
Lithuanian Research And Studies Center $2,000 Chicago, IL, US Education 2022
Magnolia Clubhouse $1,000 Cleveland, OH, US Support For People With Development Disabilities 2022
Medwish International $36,000 Cleveland, OH, US Humanitarian Aid 2022
Open Doors Inc $1,000 Cleveland Heights, OH, US Support For After School Programs 2022
Salk Institute Women & Science $5,000 La Jolla, CA, US Foundation Services 2022
Saulute - Sunlight Children's Aid $2,000 Lemont, IL, US Support For Orphans 2022
Seeds Of Learning $2,500 Sonoma, CA, US Support For Childrens Education 2022
Sisters Of The Immaculate Conception $2,000 Putnam, CT, US Support Of Education In Lithuania 2022
St Casimir Lithuanian-saturday School In La $1,000 Beverly Hills, CA, US Childrens Education 2022
St Madeline Sophies Training Ctr $2,000 El Cajon, CA, US Education For Childern 2022
St Vincent De Paul Village $4,000 San Diego, CA, US Support For Homeless Children And Mothers 2022
Teri Campus Of Life $5,000 San Marcos, CA, US Education 2022
The Lesotho Connection $10,000 Tacoma, WA, US Humanitarian Aid 2022
The Preuss School Ucsd $3,000 La Jolla, CA, US Student Transportion Aid 2022
The Tanzanian Childrens Fund Inc $10,000 Cambridge, MA, US Humanitarian Aid 2022
Arc - San Diego Foundation $2,000 San Diego, CA, US Support For People With Development Disabilities 2022
Bernardas Brazdzionis Lithuanian School Of San Diego $1,500 San Diego, CA, US Education 2022
Catholic Relief Services $3,000 Baltimore, MD, US International Aid In Africa 2022
Daughters Of Lithuania $4,000 Santa Monica, CA, US Human Services 2022
Foundation For The Children Of The California $1,000 San Diego, CA, US Humanitarian Aid 2022
Grameen Foundation Usa $6,000 Washington, DC, US International Humanitarian Aid 2022
Habitat For Humanity Of Palm Beach County $1,000 West Palm Beach, FL, US Housing For The Under Privileged 2022
Habitat For Humanity $1,000 Americus, GA, US Housing For The Under Privileged 2022
Hawken School Stemm Symposium $25,000 Gates Mills, OH, US Children's Education 2022
Home Of The Guiding Hands $2,000 El Cajon, CA, US Aid To Disadvantaged Childern 2022
International Relief Teams $4,000 San Diego, CA, US Humanitarian Aid 2022
Jesuit Fathers Of Delta Strada Inc $15,000 Lemont, IL, US Humanitarian Aid And Education 2022
Lithuanian Catholic Press Society $28,000 Chicago, IL, US News Publication 2022
Lithuanian Catholic Religious Aid $4,000 Maspeth, NY, US Humanitarian Aid And Education 2022
Lithuanian Childrens Hope La $2,000 Thousand Oaks, CA, US Childrens Care 2022
Lithuanian Educational Council Of The Usa $2,000 Naperville, IL, US Education 2022
Lithuanian Research And Studies Center $2,000 Chicago, IL, US Education 2022
Magnolia Clubhouse $1,000 Cleveland, OH, US Support For People With Development Disabilities 2022
Medwish International $36,000 Cleveland, OH, US Humanitarian Aid 2022
Open Doors Inc $1,000 Cleveland Heights, OH, US Support For After School Programs 2022
Salk Institute Women & Science $5,000 La Jolla, CA, US Foundation Services 2022
Saulute - Sunlight Children's Aid $2,000 Lemont, IL, US Support For Orphans 2022
Seeds Of Learning $2,500 Sonoma, CA, US Support For Childrens Education 2022
Sisters Of The Immaculate Conception $2,000 Putnam, CT, US Support Of Education In Lithuania 2022
St Casimir Lithuanian-saturday School In La $1,000 Beverly Hills, CA, US Childrens Education 2022
St Madeline Sophies Training Ctr $2,000 El Cajon, CA, US Education For Childern 2022
St Vincent De Paul Village $4,000 San Diego, CA, US Support For Homeless Children And Mothers 2022
Teri Campus Of Life $5,000 San Marcos, CA, US Education 2022
The Lesotho Connection $10,000 Tacoma, WA, US Humanitarian Aid 2022
The Preuss School Ucsd $3,000 La Jolla, CA, US Student Transportion Aid 2022
The Tanzanian Childrens Fund Inc $10,000 Cambridge, MA, US Humanitarian Aid 2022
Arc - San Diego Foundation $2,000 San Diego, CA, US Support For People With Development Disabilities 2022
Bernardas Brazdzionis Lithuanian School Of San Diego $1,500 San Diego, CA, US Education 2022
Catholic Relief Services $3,000 Baltimore, MD, US International Aid In Africa 2022
Daughters Of Lithuania $4,000 Santa Monica, CA, US Human Services 2022
Foundation For The Children Of The California $1,000 San Diego, CA, US Humanitarian Aid 2022
Grameen Foundation Usa $6,000 Washington, DC, US International Humanitarian Aid 2022
Habitat For Humanity Of Palm Beach County $1,000 West Palm Beach, FL, US Housing For The Under Privileged 2022
Habitat For Humanity $1,000 Americus, GA, US Housing For The Under Privileged 2022
Hawken School Stemm Symposium $25,000 Gates Mills, OH, US Children's Education 2022
Home Of The Guiding Hands $2,000 El Cajon, CA, US Aid To Disadvantaged Childern 2022
International Relief Teams $4,000 San Diego, CA, US Humanitarian Aid 2022
Jesuit Fathers Of Delta Strada Inc $15,000 Lemont, IL, US Humanitarian Aid And Education 2022
Lithuanian Catholic Press Society $28,000 Chicago, IL, US News Publication 2022
Lithuanian Catholic Religious Aid $4,000 Maspeth, NY, US Humanitarian Aid And Education 2022
Lithuanian Childrens Hope La $2,000 Thousand Oaks, CA, US Childrens Care 2022
Lithuanian Educational Council Of The Usa $2,000 Naperville, IL, US Education 2022
Lithuanian Research And Studies Center $2,000 Chicago, IL, US Education 2022
Magnolia Clubhouse $1,000 Cleveland, OH, US Support For People With Development Disabilities 2022
Medwish International $36,000 Cleveland, OH, US Humanitarian Aid 2022
Open Doors Inc $1,000 Cleveland Heights, OH, US Support For After School Programs 2022
Salk Institute Women & Science $5,000 La Jolla, CA, US Foundation Services 2022
Saulute - Sunlight Children's Aid $2,000 Lemont, IL, US Support For Orphans 2022
Seeds Of Learning $2,500 Sonoma, CA, US Support For Childrens Education 2022
Sisters Of The Immaculate Conception $2,000 Putnam, CT, US Support Of Education In Lithuania 2022
St Casimir Lithuanian-saturday School In La $1,000 Beverly Hills, CA, US Childrens Education 2022
St Madeline Sophies Training Ctr $2,000 El Cajon, CA, US Education For Childern 2022
St Vincent De Paul Village $4,000 San Diego, CA, US Support For Homeless Children And Mothers 2022
Teri Campus Of Life $5,000 San Marcos, CA, US Education 2022
The Lesotho Connection $10,000 Tacoma, WA, US Humanitarian Aid 2022
The Preuss School Ucsd $3,000 La Jolla, CA, US Student Transportion Aid 2022
The Tanzanian Childrens Fund Inc $10,000 Cambridge, MA, US Humanitarian Aid 2022
Arc - San Diego Foundation $2,000 San Diego, CA, US Support For People With Development Disabilities 2021
Bernardas Brazdzionis Lithuanian School Of San Diego $1,500 San Diego, CA, US Education 2021
Catholic Relief Services $4,500 Baltimore, MD, US International Aid In Africa 2021
Daughters Of Lithuania $4,000 Santa Monica, CA, US Human Services 2021
Foundation For The Children Of The California $1,000 San Diego, CA, US Humanitarian Aid 2021
Franciscan Fathers Of Greene Me $1,000 Kennebunk, ME, US Humanitarian Relief And Aid 2021
Grameen Foundation Usa $7,000 Washington, DC, US International Humanitarian Aid 2021
Habitat For Humanity Of Palm Beach County $1,000 West Palm Beach, FL, US Housing For The Under Privileged 2021
Habitat For Humanity $1,000 Americus, GA, US Housing For The Under Privileged 2021
Hawken School Stemm Symposium $25,000 Gates Mills, OH, US Children's Education 2021
Home Of The Guiding Hands $2,000 El Cajon, CA, US Aid To Disadvantaged Childern 2021
International Relief Teams $4,000 San Diego, CA, US Humanitarian Aid 2021
Jesuit Fathers Of Delta Strada Inc $20,000 Lemont, IL, US Humanitarian Aid And Education 2021
Lithuanian Catholic Press Society $28,000 Chicago, IL, US News Publication 2021
Lithuanian Catholic Religious Aid $5,000 Maspeth, NY, US Humanitarian Aid And Education 2021
Lithuanian Childrens Hope La $2,000 Westlake Village, CA, US Childrens Care 2021
Lithuanian Educational Council Of The Usa $2,000 Downers Grove, IL, US Education 2021
Lithuanian Research And Studies Center $2,000 Chicago, IL, US Education 2021
Magnolia Clubhouse $1,000 Cleveland, OH, US Support For People With Development Disabilities 2021
Medwish International $40,000 Cleveland, OH, US Humanitarian Aid 2021
Open Doors Inc $1,000 Cleveland Heights, OH, US Support For After School Programs 2021
Salk Institute Women & Science $13,000 La Jolla, CA, US Foundation Services 2021
Saulute - Sunlight Committee $2,000 Lemont, IL, US Support For Orphans 2021
Seeds Of Learning $2,500 Sonoma, CA, US Support For Childrens Education 2021
Sisters Of The Immaculate Conception $2,000 Putnam, CT, US Support Of Education In Lithuania 2021
St Casimir Lithuanian-saturday School In La $1,000 Beverly Hills, CA, US Childrens Education 2021
St Madeline Sophies Training Ctr $2,000 El Cajon, CA, US Education For Childern 2021
St Vincent De Paul Village $4,000 San Diego, CA, US Support For Homeless Children And Mothers 2021
The Lesotho Connection $10,000 Tacoma, WA, US Humanitarian Aid 2021
The Preuss School Ucsd $3,000 La Jolla, CA, US Student Transportion Aid 2021
The Tanzanian Childrens Fund Inc $10,000 Cambridge, MA, US Humanitarian Aid 2021
Arc - San Diego Foundation $2,000 San Diego, CA, US Support For People With Development Disabilities 2020
Catholic Relief Services $5,000 Baltimore, MD, US International Aid In Africa 2020
Daughters Of Lithuania $12,000 Santa Monica, CA, US Human Services 2020
Foundation For The Children Of The California $1,000 San Diego, CA, US Humanitarian Aid 2020
Franciscan Fathers Of Greene Me $1,000 Kennebunk, ME, US Humanitarian Relief And Aid 2020
Grameen Foundation Usa $7,000 Washington, DC, US International Humanitarian Aid 2020
Greater Cleveland Habitat For Humanity $2,000 Cleveland, OH, US Housing For The Under Privileged 2020
Habitat For Humanity Of Palm Beach County $1,000 West Palm Beach, FL, US Housing For The Under Privileged 2020
Habitat For Humanity $2,000 Americus, GA, US Housing For The Under Privileged 2020
Hawken School Stemm Symposium $25,000 Gates Mills, OH, US Children's Education 2020
Home Of The Guiding Hands $2,000 El Cajon, CA, US Aid To Disadvantaged Childern 2020
International Relief Teams $4,000 San Diego, CA, US Humanitarian Aid 2020
Jesuit Fathers Of Delta Strada Inc $8,000 Lemont, IL, US Humanitarian Aid And Education 2020
Lesotho Connection $10,000 Tacoma, WA, US Humanitarian Aid 2020
Lithuanian Catholic Press Society $28,000 San Diego, CA, US News Publication 2020
Lithuanian Catholic Religious Aid $5,000 Maspeth, NY, US Humanitarian Aid And Education 2020
Lithuanian Childrens Hope La $2,000 Westlake Village, CA, US Childrens Care 2020
Lithuanian Educational Council $2,000 Downers Grove, IL, US Education 2020
Lithuanian Research And Studies Center $2,000 Chicago, IL, US Education 2020
Lithuanian School San Diego $1,500 San Diego, CA, US Education 2020
Magnolia Clubhouse $1,000 Cleveland, OH, US Support For People With Development Disabilities 2020
Medwish International $40,000 Cleveland, OH, US Humanitarian Aid 2020
Open Doors Inc $1,000 Cleveland Heights, OH, US Support For After School Programs 2020
Salk Institute Women & Science $20,000 La Jolla, CA, US Foundation Services 2020
Saulute - Sunlight Committee $2,000 Lemont, IL, US Support For Orphans 2020
Seeds Of Learning $2,000 Sonoma, CA, US Support For Childrens Education 2020
Sisters Of The Immaculate Conception $2,000 Putnam, CT, US Support Of Education In Lithuania 2020
St Casimir Lithuanian-saturday School In La $1,000 Beverly Hills, CA, US Childrens Education 2020
St Madeline Sophies Training Ctr $2,000 El Cajon, CA, US Education For Childern 2020
St Vincent De Paul Village $4,000 San Diego, CA, US Support For Homeless Children And Mothers 2020
The Preuss School Ucsd $3,000 La Jolla, CA, US Student Transportion Aid 2020
The Tanzanian Childrens Fund Inc $10,000 Boston, MA, US Humanitarian Aid 2020

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Contact Information

Official contact details for The Oak Tree Philanthropic Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 36-3779795
Website N/A
Address 2314 AMITY STREET San Diego, CA 92109-0000

Key People (3)

Board members, trustees, and key staff who oversee The Oak Tree Philanthropic Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President & Ceo Danyte S Mockus
Vice President Ann L Failinger
Secretary & Treasurer Andrius A Mockus

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Oak Tree Philanthropic Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

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Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.