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 |
| December 31, 2024 | 990-PF | $65,228 | $341,488 | -$276,260 | $3,581,643 | $0 | $3,581,643 |
| December 31, 2023 | 990-PF | $144,987 | $355,883 | -$210,896 | $3,857,903 | $0 | $3,857,903 |
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 |
990-PF for the year ended December 31, 2024: 4 people
| 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 | $2,000 |
990-PF for the year ended December 31, 2023: 3 people
| 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 |
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
California records
California keeps its own records of charities and corporations. Search them by EIN 36-3779795 or by the name OAK TREE PHILANTHROPIC FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | $138,891 | $327,829 | $3,392,705 | IRS |
| 990-PF | December 2024 | $65,228 | $341,488 | $3,581,643 | IRS |
| 990-PF | December 2023 | $144,987 | $355,883 | $3,857,903 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 36-3779795).
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