Oaktree Family Fund makes modest, locally-minded grants that prioritize basic needs, health care, and wellbeing services alongside a clear interest in environmental land preservation. They support a mix of direct service organizations (food banks, elder fuel/housing assistance), behavioral health access, hospital-based clinical and supportive programs, and occasional arts-in-medicine initiatives. Grants appear mission-driven and pragmatic—focused on tangible program support, facility improvements, and patient/client access rather than broad policy work.
$92K
$4.9M
$4.8M
$108K
Most grants fall between $12K and $12K, with a median of $12K.
25th Percentile
$12K
Median
$12K
75th Percentile
$12K
About 0% of grants go to recipients in MA.
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Small-to-midsize grants (mostly $10K–$20K) distributed across a handful of causes; funding is concentrated among a few local/community service and healthcare recipients rather than broad national grantmaking, with a mix of one-off gifts and repeat/ongoing relationships implied by multiple health and community-service awards.
Notable grantees: Sargent Family Community Fund, Rangeley Heritage Trust, Kennett Area Community Service, McLean Hospital, Musicians On Call
2025
Source: IRS Form 990-PF, fiscal year 2025.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| SARGENT FAMILY COMMUNITY FUND | RANGELEY, ME | $20,000 | 2025 | TO ASSIST THE ELDERLY WITH FUEL ASSISTANCE AND HOUSING INSECURITY |
| RANGELEY HERITAGE TRUST | RANGELEY, ME | $20,000 | 2025 | PRESERVATION OF ENVIRONMENTAL LAND |
| DBT WORKS | CONCORD, MA | $10,000 | 2025 | TO ASSIST FAMILIES THAT COULD NOT MEET DEDUCTIBLE OR OUT OF POCKET EXPENSES FOR MENTAL HEALTH THERAPY. |
| MUSICIANS ON CALL | NASHVILLE, TN | $10,000 | 2025 | PROGRAMS THAT ALLOW MUSICIANS TO GO INTO HOSPITALS AND SING TO PATIENTS |
| KENNETT AREA COMMUNITY SERVICE | KENNETT SQUARE, PA | $10,000 | 2025 | FOOD BANK ASSISTANCE |
| LAHEY CLINIC FOUNDATION | BURLINGTON, MA | $10,000 | 2025 | IMPROVEMENT TO CARDIOVASCULAR DEPARTMENT LABORATORY |
| MCLEAN HOSPITAL | BELMONT, MA | $12,000 | 2023 | SCHOLARSHIP FUNDING FOR 3EAST PROGRAM PARTICIPANTS |
SARGENT FAMILY COMMUNITY FUND
$20,000TO ASSIST THE ELDERLY WITH FUEL ASSISTANCE AND HOUSING INSECURITY
RANGELEY HERITAGE TRUST
$20,000PRESERVATION OF ENVIRONMENTAL LAND
DBT WORKS
$10,000TO ASSIST FAMILIES THAT COULD NOT MEET DEDUCTIBLE OR OUT OF POCKET EXPENSES FOR MENTAL HEALTH THERAPY.
MUSICIANS ON CALL
$10,000PROGRAMS THAT ALLOW MUSICIANS TO GO INTO HOSPITALS AND SING TO PATIENTS
KENNETT AREA COMMUNITY SERVICE
$10,000FOOD BANK ASSISTANCE
LAHEY CLINIC FOUNDATION
$10,000IMPROVEMENT TO CARDIOVASCULAR DEPARTMENT LABORATORY
MCLEAN HOSPITAL
$12,000SCHOLARSHIP FUNDING FOR 3EAST PROGRAM PARTICIPANTS