Oak Tree Philanthropic Foundation
- Assets
- $3.9m
- Revenue
- $145.0k
- Investments
- $2.8m
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 10/1991
- Data as of
- 12/2023
- EIN
- 36-3779795
Organization Overview
Oak Tree Philanthropic Foundation is located in San Diego, CA. The organization was established in 1991. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oak Tree Philanthropic Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Oak Tree Philanthropic Foundation generated $145.0k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 2.8% each year. All expenses for the organization totaled $355.9k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Oak Tree Philanthropic Foundation has awarded 124 individual grants totaling $783,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Danyte S Mockus President & CEO | 11 | $60,000 | |
Ann L Failinger Vice President | 3 | $24,000 | |
Andrius A Mockus Secretary & Treasurer | 21 | $60,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $183,947 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$38,960 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $144,987 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $144,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $2,312 |
| Other expenses | $5,445 |
| Total operating and administrative expenses | $175,883 |
| Contributions, gifts, grants paid | $180,000 |
| Total expenses and disbursements | $355,883 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $9,253 |
| Savings and temporary cash investments | $1,038,541 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,857,903 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Oak Tree Philanthropic Foundation has awarded $180,000 in support to 30 organizations.
| Grant Recipient | Amount |
|---|---|
ARC - SAN DIEGO FOUNDATION PURPOSE: SUPPORT FOR PEOPLE WITH DEVELOPMENT DISABILITIES | $2,000 |
BERNARDAS BRAZDZIONIS LITHUANIAN SCHOOL OF SAN DIEGO PURPOSE: EDUCATION | $1,500 |
CATHOLIC RELIEF SERVICES PURPOSE: INTERNATIONAL AID IN AFRICA | $3,000 |
DAUGHTERS OF LITHUANIA PURPOSE: HUMAN SERVICES | $4,000 |
FATHER JOE'S VILLAGES PURPOSE: SUPPORT FOR HOMELESS CHILDREN AND MOTHERS | $4,000 |
FOUNDATION FOR THE CHILDREN OF THE CALIFORNIAS PURPOSE: HUMANITARIAN AID | $1,000 |