2025-10-28T10:16:42-05:00 2024-12-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-01-01 871342579 OAKTREE FAMILY FUND OAKT 5082215513 501 BEECHWOOD DRIVE KENNETT SQUARE PA 19348 ANTHONY M MILLINGTON PRESIDENT 5082215513 2025-10-28 1 1 ROBERT S TORELLA P03156259 7168563300 2025-10-28 2024 2025-03-06 01:10:19Z ANTHONY M MILLINGTON 501 BEECHWOOD DRIVE KENNETT SQUARE PA 19348 8653688 0 X OAKTREEFAMILYFUND.ORG X 2021 PA PROVIDE FINANCIAL ASSISTANCE TO ADOLESCENTS SUFFERING FROM BORDERLINE PERSONALITY DISORDER. 3 3 0 0 0 0 0 5006028 0 0 0 -175278 0 5215 0 4835965 25000 99400 0 0 0 0 0 0 0 3922 8661 28922 108061 -28922 4727904 234179 4932917 0 0 234179 4932917 X 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. 0 0 99400 99400 TO PROVIDE SCHOLARSHIPS TO FAMILIES IN NEED OF FINANCIAL ASSISTANCE FOR MCLEAN HOSPITAL'S 3EAST ADOLESCENT DBT PROGRAM, WHICH SPECIALIZES IN TREATING BPD. TO PROVIDE FUNDING TO THE RANGELEY LAKES HERITAGE TRUST TO HELP PRESERVE OVER 100,000 ACRES IN THE RANGELEY LAKES REGION. TO PROVIDE FUNDING TO LAHEY HOPSITAL FOR THE CARDIOLOGY EXPANSION FUND. 99400 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X ANTHONY M MILLINGTON 5082215513 501 BEECHWOOD DRIVE KENNETT SQUARE PA 19348 X ANTHONY M MILLINGTON PRESIDENT 2.00 X X 0 0 0 ABBITT R SYKES SECRETARY 2.00 X X 0 0 0 RICHARD ATKINS TREASURER 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 5006028 5006028 5006028 13977 13977 3628468 3817723 -189255 -189255 -189255 5215 5215 5215 4835965 0 0 -170063 99400 99400 333 333 6630 6630 1600 1600 98 98 108061 99400 8661 0 1322 49925 232857 4882992 234179 4932917 0 0 X 234179 4932917 234179 4932917 234179 4932917 4727904 -29166 0 X X 1 X 0 0 0 X 240440 10760 3878573 4129773 240440 10760 3878573 4129773 3697649 432124 6105 8259 13977 28341 4158114 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 DBT WORKS 575 VIRGINIA ROAD BUILDING 3 SUITE 102 CONCORD MA 01742 10000 0 TO ASSIST FAMILIES THAT COULD NOT MEET DEDUCTIBLE OR OUT OF POCKET EXPENSES FOR MENTAL HEALTH THERAPY. KENNETT AREA COMMUNITY SERVICE PO BOX 1025 136 WEST CEDAR STREET KENNETT SQUARE PA 19348 10000 0 FOOD BANK ASSISTANCE LAHEY CLINIC FOUNDATION 41 MALL ROAD BURLINGTON MA 01805 10000 0 IMPROVEMENT TO CARDIOVASCULAR DEPARTMENT LABORATORY MUSICIANS ON CALL 618 GRASSMERE PARK SUITE 1 NASHVILLE TN 37211 10000 0 PROGRAMS THAT ALLOW MUSICIANS TO GO INTO HOSPITALS AND SING TO PATIENTS RANGELEY HERITAGE TRUST 2424 MAIN STREET RANGELEY ME 04970 20000 0 PRESERVATION OF ENVIRONMENTAL LAND SARGENT FAMILY COMMUNITY FUND PO BOX 1146 RANGELEY ME 04970 20000 0 TO ASSIST THE ELDERLY WITH FUEL ASSISTANCE AND HOUSING INSECURITY 6 0 PART I, LINE 2: GRANTS ARE AWARDED TO MCLEAN HOSPITAL TO PROVIDE SCHOLARSHIPS BASED ON FINANCIAL NEED FOR PARTICIPANTS IN THE HOSPITAL'S 3EAST ADOLESCENT DBT PROGRAMS. THE FUND WORKS CLOSELY WITH THE HOSPITAL TO ENSURE THE SCHOLARSHIPS ARE USED AS INTENDED. X 1 5006028 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ANTHONY M. MILLINGTON AND ABBITT R. SYKES - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FUND HAS ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO ASSIST WITH THE PREPARATION OF FORM 990, WHICH WILL BE DISTRIBUTED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE FUND'S CONFLICT OF INTEREST POLICY, EACH YEAR, IN CONJUNCTION WITH THE FUND'S ANNUAL MEETING, ALL BOARD MEMBERS MUST COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. IF IT IS DETERMINED A CONFLICT OF INTEREST EXISTS, BOARD MEMBERS WITHOUT A CONFLICT WILL PERFORM PROCEDURES TO ENSURE THE BEST INTERESTS OF THE FUND ARE TAKEN INTO CONSIDERATION BEFORE ENTERING INTO AN AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE FUND DOES NOT CURRENTLY HAVE EMPLOYEES, NOR DOES THE FUND EXPECT TO HAVE EMPLOYEES. SHOULD THE FUND DECIDE TO HIRE EMPLOYEES, THE FUND WILL DEVELOP A PROCESS TO DETERMINE REASONABLE COMPENSATION FOR ANY AND ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. PART XII, LINE 1 THE ACCOUNTS OF THE FUND ARE MAINTAINED ON A MODIFIED CASH BASIS. EXCEPT FOR THE RECOGNITION OF THE APPRECIATION (DEPRECIATION) OF INVESTMENTS, REVENUE, GRANTS AND EXPENSES ARE GENERALLY RECOGNIZED ON THE BASIS OF CASH RECEIPTS AND DISBURSEMENTS.