2024-05-14T15:05:35-05:00 2023-12-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990EZ 2023-01-01 871342579 OAKTREE FAMILY FUND OAKT 5082215513 501 BEECHWOOD DRIVE KENNETT SQUARE PA 19348 ANTHONY M MILLINGTON PRESIDENT 5082215513 2024-05-11 1 ANTHONY MILLINGTON XXX-XX-XXXX 0 SARAH M HOPKINS P02010701 7168563300 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MODIFIED CASH OAKTREEFAMILYFUND.ORG X X 47338 X 10760 8259 28319 17723 10596 29615 25000 2588 1334 28922 693 226808 6678 234179 X 2999 1322 223809 232857 226808 234179 0 0 226808 234179 X PROVIDE FINANCIAL ASSISTANCE TO ADOLESCENTS SUFFERING FROM BORDERLINE PERSONALITY DISORDER. TO PROVIDE SCHOLARSHIPS TO FAMILIES IN NEED OF FINANCIAL ASSISTANCE FOR MCLEAN HOSPITAL'S 3EAST ADOLESCENT DBT PROGRAM, WHICH SPECIALIZES IN TREATING BPD. 5000 5000 TO PROVIDE FUNDING TO THE RANGELEY LAKES HERITAGE TRUST TO HELP PRESERVE OVER 100,000 ACRES IN THE RANGELEY LAKES REGION. 10000 10000 TO PROVIDE FUNDING TO LAHEY HOPSITAL FOR THE CARDIOLOGY EXPANSION FUND. 10000 10000 25000 ANTHONY M MILLINGTON PRESIDENT 2.00 0 0 0 ABBITT R SYKES SECRETARY 2.00 0 0 0 RICHARD ATKINS TREASURER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY M MILLINGTON 501 BEECHWOOD DRIVE KENNETT SQUARE PA 19348 5082215513 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 240440 10760 251200 240440 10760 251200 251200 6105 8259 14364 265564 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: DIVIDEND INCOME. AMOUNT: 8,259. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: LAHEY HOSPITAL & MEDICAL CENTER. GRANTEE ADDRESS: 41 MALL ROAD BURLINGTON , MA 01805. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: MCLEAN HOSPITAL. GRANTEE ADDRESS: 115 MILL STREET BELMONT, MA 02478. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: RANGELEY LAKES HERITAGE TRUST. GRANTEE ADDRESS: 2424 MAIN STREET RANGELEY, ME 04970. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 25,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ALL OTHER EXPENSES. AMOUNT: 1,334. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED INVESTMENT GAINS. AMOUNT: 6,678. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 223,809. END OF YEAR AMOUNT: 232,857. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.