Oaktree Family Fund
EIN 87-1342579 · files IRS Form 990, Schedule I
Where it gives
By cause and by place, from its own returns.
By cause
The cause each recipient registered with the IRS
Mostly grants abroad and recipients without a US registration. Shown, never hidden.
By place
Dollars received, by the recipient's state
half the top state or more10–50%2–10%under 2%
Grants abroad and place not on file: 18 grants · $306.7k
Who it funds most
0 of its 0 grantees were funded in more than one year.
Oaktree Family Fund's own IRS Form 990, Schedule I returns, as filed, in USD
Its board and officers
From its latest return.
Form 990 Part VII, tax year 2024, filing 202513019349300046
Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.
Its money
What it gave, held and paid, by year.
Giving by year
A year with no bar has no grants on file yet: its returns may not be loaded. It is not a year without giving.
| Tax year | Return | Assets, year end | Grants paid | Charitable spending |
|---|---|---|---|---|
| 2024 | Form 990 | $4.9m | — | $108.1k |
| 2023 | Form 990EZ | $234.2k | — | $28.9k |
As filed, in US dollars. Assets at fair market value where the return gives it.
Its returns3 filings
| Tax year | Form | Filing | Where to read it |
|---|---|---|---|
| 2025 | IRS Form 990, Schedule I | 202641249349300439 | IRS batch file |
| 2024 | IRS Form 990, Schedule I | 202513019349300046 | IRS batch file |
| 2022 | IRS Form 990, Schedule I | 202313199349302621 | IRS batch file |
An IRS batch file holds many returns; the filing number finds this one inside it.
The record as filedEvery table this page has always shown, in full.open
Oaktree Family Fund made 18 grants across 2022–2025, totalling $306.7k as filed.
- Grants
- 18
- Total, as filed
- $306.7k
- Years
- 2022–2025
- Filed in
- USD
Who it funds
| Organisation | Grants | Total |
|---|---|---|
| SARGENT FAMILY COMMUNITY FUND | 2 | $46.0k |
| RANGELEY HERITAGE TRUST | 2 | $45.0k |
| DBT WORKS | 2 | $40.0k |
| LCH HEALTH AND COMMUNITY SERVICES OF KENNETT SQUARE PA | 1 | $40.0k |
| FRIENDS OF THE RIVER VALLEY | 1 | $25.0k |
| BETH BRUNSWICK MEMORIAL FUND FOR CHILDREN | 1 | $20.0k |
| LAHEY CLINIC FOUNDATION | 2 | $20.0k |
| MUSICIANS ON CALL | 2 | $20.0k |
| RANGELEY HEALTH AND WELLNESS | 1 | $12.7k |
| MCLEAN HOSPITAL | 1 | $12.0k |
| KENNETT AREA COMMUNITY SERVICE | 1 | $10.0k |
| KENNETT AREA COMMUNITY SERVICES | 1 | $10.0k |
| MOOSELOOKMEGUNTIC IMPROVEMENT ASSOCIATION | 1 | $6.0k |
By year
| Year | Grants | Total |
|---|---|---|
| 2022 | 1 | $12.0k |
| 2024 | 6 | $80.0k |
| 2025 | 11 | $214.7k |
Where this came from
Identifier US-EIN-871342579. Register: Internal Revenue Service (US). Machine-readable: JSON.
What this page does not know
- Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
- What they say they exist to do
- What each grant was for
- What they fund, by theme
- Balance sheet and financials
- Who runs it
- Whether they accept proposals
- Their own record on the register
- No website on file
- Leadership not yet identified