Nonprofit · EIN 87-1342579
OAKTREE FAMILY FUND
Tax-exempt · KENNETT SQ, PA 19348
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $58,836 | $364,753 | -$305,917 | $5,312,138 | $0 | $5,312,138 |
| December 31, 2024 | 990 | $4,835,965 | $108,061 | $4,727,904 | $4,932,917 | $0 | $4,932,917 |
| December 31, 2023 | 990-EZ | $29,615 | $28,922 | $693 | $234,179 | $0 | $234,179 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $33,718
- Program service revenue
- $0
- Investment income
- $25,118
- Net gain from sales of assets
- -$110,088
- Tax-exempt bond proceeds
- $12,912
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $293,266
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,845
- Program services (functional)
- $321,993
- Management and general (functional)
- $42,760
Balance sheet and other
- Total assets, start of year
- $4,932,917
- Total assets, end of year
- $5,312,138
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,312,138
- Gross receipts
- $1,577,903
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- State of legal domicile
- PA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY M MILLINGTON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ABBITT R SYKES | SECRETARY Trustee or director, Officer | 2 | $0 |
| BETH ENOCIAN | TREASURER Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY M MILLINGTON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ABBITT R SYKES | SECRETARY Trustee or director, Officer | 2 | $0 |
| RICHARD ATKINS | TREASURER Trustee or director, Officer | 2 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY M MILLINGTON | PRESIDENT | 2 | $0 |
| ABBITT R SYKES | SECRETARY | 2 | $0 |
| RICHARD ATKINS | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 501 BEECHWOOD DR, KENNETT SQ, PA 19348-1803
- Mailing address (990-N for 2021)
- 501 BEECHWOOD DRIVE, KENNETT SQUARE PA 19348
- Principal officer (990 for 2025)
- ANTHONY M MILLINGTON, 501 BEECHWOOD DRIVE, KENNETT SQUARE, PA 19348
- Principal officer (990-N for 2021)
- ANTHONY M MILLINGTON, 501 BEECHWOOD DRIVE, KENNETT SQUARE PA 19348
- Signed the 990
- ANTHONY M MILLINGTON, PRESIDENT
- Phone
- (508) 221-5513
- Website
- OAKTREEFAMILYFUND.ORG
- Return prepared by
- FRED J TORONI CPA
Mission
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.
Program accomplishments
- OAKTREE PROVIDES FUNDING AND SUPPORT FOR MENTAL HEALTH SERVICES (INCLUDING THE 3EAST PROGRAM AT MCLEAN HOSPITAL), BROAD MEDICAL CARE, HOUSING AND FOOD ASSISTANCE, EDUCATIONAL OPPORTUNITIES, AND COMMUNITY STRENGTHENING INITIATIVES. ALL PROGRAMS MUST DEMONSTRATE A DIRECT, MEASURABLE IMPACT ON INDIVIDUALS AND FAMILIES FACING MENTAL HEALTH CHALLENGES, BASIC NEEDS INSECURITIES, OR BARRIERS TO EDUCATIONAL AND COMMUNITY WELL-BEING.Expenses $321,993 · grants $293,266
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 87-1342579
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $5,312,138
- Income (IRS master file)
- $1,577,903
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $58,836 | $364,753 | $5,312,138 | IRS |
| 990 | December 2024 | $4,835,965 | $108,061 | $4,932,917 | XML |
| 990-EZ | December 2023 | $29,615 | $28,922 | $234,179 | XML |
| 990 | December 2022 | $246,455 | $13,789 | $226,808 | IRS |
| 990-N for 2021 Officer: ANTHONY M MILLINGTON | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
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 87-1342579).
Questions about OAKTREE FAMILY FUND
- What is the EIN of OAKTREE FAMILY FUND?
- The employer identification number (EIN) of OAKTREE FAMILY FUND is 87-1342579.
- Is OAKTREE FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to OAKTREE FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKTREE FAMILY FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAKTREE FAMILY FUND 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 OAKTREE FAMILY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OAKTREE FAMILY FUND?
- The 990 for the year ended December 31, 2025 names ANTHONY M MILLINGTON.
- Who are the officers and directors of OAKTREE FAMILY FUND?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OAKTREE FAMILY FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $58,836, expenses of $364,753 and total assets of $5,312,138 at year end.
Other nonprofits in KENNETT SQ
- SPANISH HEALTH MINISTRY INC EIN 26-2674922 · last filed 990 for 2025
- PARALYZED MOVEMENTS INC EIN 92-2993028 · last filed 990-N for 2024
- KENDAL-CROSSLANDS COMMUNITIES EIN 23-1906212 · last filed 990 for 2024
- LCH HEALTH AND COMMUNITY SERVICES EIN 23-2041915 · last filed 990 for 2025
- UPLAND COUNTRY DAY SCHOOL EIN 23-1458004 · last filed 990 for 2025
- KENNETT LIBRARY EIN 23-1547585 · last filed 990 for 2024
- KENNET SQUARE GOLF & COUNTRY CLUB EIN 23-0754140 · last filed 990 for 2024
- LONGWOOD FIRE CO EIN 23-1566823 · last filed 990 for 2025