Oaktree Family Fund logo

Oaktree Family Fund

KENNETT SQUARE, PA EIN: 87-1342579 Website

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.

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

4states

Cities

BelmontBurlingtonConcordKennett SquareNashvilleRangeley

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grants20220 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

RANGELEY HERITAGE TRUST$20KSARGENT FAMILY COMMUNITY…$20KDBT WORKS$10KKENNETT AREA COMMUNITY S…$10KLAHEY CLINIC FOUNDATION$10KMUSICIANS ON CALL$10K

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANTHONY M MILLINGTONPRESIDENT2
ABBITT R SYKESSECRETARY2
RICHARD ATKINSTREASURER2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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