Civic Intelligence

Oaktree Family Fund

EIN 87-1342579 • 501(c)3 • Kennett Square, PA

Pub. 78 Eligible990-N Coverage

Profile

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.

501 Beechwood DriveKennett Square, PA 19348

oaktreefamilyfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

100th percentile

2006%

Faster asset growth than 100% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

16229%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$4,932,917

Up $4,698,738 (+2006%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,932,917

Up $4,698,738 (+2006%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin99th percentile

Revenue

Up

$4,835,965

Up $4,806,350 (+16229%) from 2023

Expenses

Up

$108,061

Up $79,139 (+274%) from 2023

Net Income

Up

$4,727,904

Up $4,727,211 (+682137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2022: $226,808Liabilities 2022: $0Net Assets 2022: $226,8082022Assets 2023: $234,179Liabilities 2023: $0Net Assets 2023: $234,1792023Assets 2024: $4,932,917Liabilities 2024: $0Net Assets 2024: $4,932,9172024

Highlighted filing

2024

Assets$4,932,917
Liabilities$0
Net Assets$4,932,917
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2022: $246,455Expenses 2022: $13,789Net Income 2022: $232,6662022Revenue 2023: $29,615Expenses 2023: $28,922Net Income 2023: $6932023Revenue 2024: $4,835,965Expenses 2024: $108,061Net Income 2024: $4,727,9042024

Highlighted filing

2024

Revenue$4,835,965
Expenses$108,061
Net Income$4,727,904
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,932,917
Liabilities
$0
Net assets
$4,932,917
Revenue
$4,835,965
Expenses
$108,061
Net income
$4,727,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$4.84$0.11$4.73
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.25$0.01$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$8,653,688
Mission and Program Overview

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.

Provide financial assistance to adolescents suffering from borderline personality disorder.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$232,857$4,882,992▲ $4,650,135
Cash and Non-Interest-Bearing Accounts$1,322$49,925▲ $48,603
Total Assets$234,179$4,932,917▲ $4,698,738
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$234,179$4,932,917▲ $4,698,738
Total Net Assets Fund Balance$234,179$4,932,917▲ $4,698,738
Total Liabilities and Net Assets / Fund Balance$234,179$4,932,917▲ $4,698,738
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Anthony M MillingtonPresident
Abbitt R SykesSecretary
Richard AtkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,006,028
Program Service Revenue
$0
Investment Income
$-175,278
Other Revenue
$5,215
All Other Contributions
$5,006,028
Change in Net Assets
$4,727,904

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$5,006,028Fair Value
Total Noncash Contributions1$5,006,028-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,400
Other Expenses$8,661
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,400--$99,400
Fees for Services Legal-$6,630-$6,630
Fees for Services Accounting-$1,600-$1,600
Fees for Services Management-$333-$333
Office Expenses-$98-$98
Total Functional Expenses$99,400$8,661$0$108,061
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rangeley Heritage TrustRangeley, ME-Preservation of Environmental Land$20,000
Sargent Family Community FundRangeley, ME-To Assist the Elderly With Fuel Assistance and Housing Insecurity$20,000
Dbt WorksConcord, MA-To Assist Families That Could Not Meet Deductible or Out of Pocket Expenses for Mental Health Therapy.$10,000
Kennett Area Community ServiceKennett Square, PA-Food Bank Assistance$10,000
Lahey Clinic FoundationBurlington, MA-Improvement to Cardiovascular Department Laboratory$10,000
Musicians on CallNashville, TN-Programs That Allow Musicians to Go Into Hospitals and Sing to Patients$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Oaktree Family Fund
EIN
87-1342579
Phone
5082215513
Address
501 BEECHWOOD DRIVE, KENNETT SQUARE, PA 19348

Signing Officer

Name
Anthony M Millington
Title
President
Phone
5082215513
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony M Millington
Formed
2021
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Robert S Torella
Phone
7168563300
Supplemental Narrative

Additional Explanations

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.”

Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0-189255
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt099400
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt099400
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03628468
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0232857
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04882992
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03817723
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt05215
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt05215
IRS990/MissionDesc0OAKTREE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0234179
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE FUNDING TO LAHEY HOPSITAL FOR THE CARDIOLOGY EXPANSION FUND.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST FAMILIES THAT COULD NOT MEET DEDUCTIBLE OR OUT OF POCKET EXPENSES FOR MENTAL HEALTH THERAPY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FOOD BANK ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2IMPROVEMENT TO CARDIOVASCULAR DEPARTMENT LABORATORY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROGRAMS THAT ALLOW MUSICIANS TO GO INTO HOSPITALS AND SING TO PATIENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PRESERVATION OF ENVIRONMENTAL LAND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO ASSIST THE ELDERLY WITH FUEL ASSISTANCE AND HOUSING INSECURITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DBT WORKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KENNETT AREA COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LAHEY CLINIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MUSICIANS ON CALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4RANGELEY HERITAGE TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5SARGENT FAMILY COMMUNITY FUND
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0575 VIRGINIA ROAD BUILDING 3 SUITE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1025 136 WEST CEDAR STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt241 MALL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3618 GRASSMERE PARK SUITE 1
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42424 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 1146
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001742
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119348
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd201805
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd337211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd404970
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd504970
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt05006028
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANTHONY M. MILLINGTON AND ABBITT R. SYKES - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 1
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0234179
IRS990/TotalAssetsEOYAmt04932917
IRS990/TotalAssetsGrp/BOYAmt0234179
IRS990/TotalAssetsGrp/EOYAmt04932917
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05006028
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08661
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099400
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108061
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0234179
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04932917
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt099400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-170063
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04835965
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0234179
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04932917
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0501 BEECHWOOD DRIVE
IRS990/USAddress/CityNm0KENNETT SQUARE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019348
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0OAKTREEFAMILYFUND.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY M MILLINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05082215513
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKTREE FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0871342579
ReturnHeader/Filer/PhoneNum05082215513
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 BEECHWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0KENNETT SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160765486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUMSDEN & MCCORMICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014202
ReturnHeader/PreparerPersonGrp/PhoneNum07168563300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S TORELLA
ReturnHeader/ReturnTs02025-10-28T10:16:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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