OAKTREE WILL CONTINUE TO SUPPORT THE 3EAST PROGRAM AT MCLEAN HOSPITAL. WE ARE GOING TO ALSO FOCUS OUR CAPITAL ON EXPANDED MENTAL HEALTH ISSUES, ADDITIONAL BROAD MEDICAL ISSUES, HOUSING AND FOOD INSECURITIES, EDUCATIONAL OPPORTUNITIES AND NEEDS AS WELL AS BROAD BASED COMMUNITY ISSUES THAT STRENGTHEN FAMILIES. OUR WEBSITE IS BEING UPDATED TO REFLECT THIS NEW DIRECTION.
Key facts about Oaktree Family Fund
- EIN
- 87-1342579
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $80,000
- Grants made (2024)
- 6
- Average grant
- $13,333
- Median grant
- $10,000
- Total assets
- $4,932,917
- Primary geography
- Maine (50% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Oaktree Family Fund funds
By grant dollars, the top recipient states for Oaktree Family Fund's 6 itemized 2024 grants were Maine (50%), Massachusetts (25%) and Pennsylvania (13%). The most frequent recipient cities were Rangeley, ME (2 grants). None of its 6 grants with a stated purpose were described as general or operating support.
Next steps with Oaktree Family Fund
- How to evaluate Oaktree Family Fund as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
+2006.5% YoY
Annual Giving
$80K
Grant Count
6
Avg Grant Size
$13K
About Oaktree Family Fund
Based on IRS filings
Oaktree Family Fund is a nonprofit organization focused on Health, based in Kennett Square, PA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 6 grants totaling $80K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 6 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,932,917 | $234,179 | $226,808 |
| Revenue | $4,835,965 | $29,615 | $246,455 |
| Expenses | $108,061 | $28,922 | $13,789 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $-175,278 | — | $5,924 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Rangeley Heritage Trust ($20,000), Sargent Family Community Fund ($20,000), DBT Works ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| RANGELEY HERITAGE TRUST Rangeley, ME | PRESERVATION OF ENVIRONMENTAL LAND | $20,000 |
| SARGENT FAMILY COMMUNITY FUND Rangeley, ME | TO ASSIST THE ELDERLY WITH FUEL ASSISTANCE AND HOUSING INSECURITY | $20,000 |
| DBT WORKS Concord, MA | TO ASSIST FAMILIES THAT COULD NOT MEET DEDUCTIBLE OR OUT OF POCKET EXPENSES FOR MENTAL HEALTH THERAPY. | $10,000 |
| KENNETT AREA COMMUNITY SERVICE Kennett Square, PA | FOOD BANK ASSISTANCE | $10,000 |
| LAHEY CLINIC FOUNDATION Burlington, MA | IMPROVEMENT TO CARDIOVASCULAR DEPARTMENT LABORATORY | $10,000 |
| MUSICIANS ON CALL Nashville, TN | PROGRAMS THAT ALLOW MUSICIANS TO GO INTO HOSPITALS AND SING TO PATIENTS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Anthony M Millington | President | 2 | — |
| Abbitt R Sykes | Secretary | 2 | — |
| Richard Atkins | Treasurer | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oaktree Family Fund?
Oaktree Family Fund is a nonprofit organization focused on Health, based in Kennett Square, PA. It holds $4.9M in total assets as of 2024.
How large is Oaktree Family Fund?
As of 2024, Oaktree Family Fund holds $4.9M in total assets with $4.8M in annual revenue. It awarded 6 grants totaling $80K in 2024.
Where does Oaktree Family Fund operate?
Oaktree Family Fund has awarded grants in Massachusetts, Maine, Pennsylvania, Tennessee.
What size grants does Oaktree Family Fund award?
In 2024, Oaktree Family Fund awarded 6 grants totaling $80K — an average of about $13K per grant, based on its IRS Form 990 filings.
What is Oaktree Family Fund's EIN?
Oaktree Family Fund's EIN (Employer Identification Number) is 87-1342579. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.