Nonprofit · EIN 36-3779795
OAK TREE PHILANTHROPIC FOUNDATION
Tax-exempt · SAN DIEGO, CA 92109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $138,891 | $327,829 | -$188,938 | $3,392,705 | $0 | $3,392,705 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $138,891
Expenses
- Grants and similar amounts paid
- $131,000
- Compensation of officers, directors and key employees
- $168,000
- Disbursements for charitable purposes
- $162,200
Balance sheet and other
- Total assets, start of year
- $3,581,643
- Total assets, end of year
- $3,392,705
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,392,705
- Fair market value of assets
- $3,629,698
- Qualifying distributions
- $162,200
- Net investment income
- $138,891
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANYTE S MOCKUS 731 BRASS LANTERN RD, SAN MARCOS, CA 92069 | PRESIDENT & CEO | 11 | $60,000 |
| ANDRIUS A MOCKUS 2314 AMITY ST, SAN DIEGO, CA 92109 | SECRETARY & TREASURER | 21 | $60,000 |
| ANN L FAILINGER 12 ALDEN PLACE APT 2C, BRONXVILLE, NY 10708 | VICE PRESIDENT | 3 | $24,000 |
| JOSEPH A MACIUNAS 3737 SACRAMENTO ST, SAN FRANCISCO, CA 94118 | DIRECTOR | 1 | $24,000 |
Address and contacts
- Address (IRS master file)
- 2314 AMITY ST, SAN DIEGO, CA 92109-1514
- Signed the 990-PF
- DANYTE MOCKUS, PRESIDENT
- Phone
- (858) 272-2819
- Return prepared by
- LEAF DAHL AND COMPANY LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-3779795
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,392,705
- Income (IRS master file)
- $2,238,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $144,987 | $355,883 | $3,857,903 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about OAK TREE PHILANTHROPIC FOUNDATION
- What is the EIN of OAK TREE PHILANTHROPIC FOUNDATION?
- The employer identification number (EIN) of OAK TREE PHILANTHROPIC FOUNDATION is 36-3779795.
- Is OAK TREE PHILANTHROPIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to OAK TREE PHILANTHROPIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAK TREE PHILANTHROPIC FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAK TREE PHILANTHROPIC FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK TREE PHILANTHROPIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OAK TREE PHILANTHROPIC FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $60,000 (DANYTE S MOCKUS, PRESIDENT & CEO).
- How much revenue does OAK TREE PHILANTHROPIC FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $138,891, expenses of $327,829 and total assets of $3,392,705 at year end.
Other nonprofits in SAN DIEGO
- SCRIPPS HEALTH EIN 95-1684089 · last filed 990 for 2025
- SHARP HEALTHCARE EIN 95-6077327 · last filed 990 for 2025
- RADY CHILDRENS HOSPITAL SAN DIEGO EIN 95-1691313 · last filed 990 for 2025
- SHARP MEMORIAL HOSPITAL EIN 95-3782169 · last filed 990 for 2025
- SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC EIN 33-0579503 · last filed 990 for 2025
- SHARP HEALTH PLAN EIN 33-0519730 · last filed 990 for 2025
- GROSSMONT HOSPITAL CORPORATION EIN 33-0449527 · last filed 990 for 2025
- SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC EIN 95-3735517 · last filed 990 for 2025