Pennsylvania · Public charity
Oak Tree Family Fund
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…
- $293k
- Granted FY2025(still arriving)
- 13
- Itemized grants FY2025
- 6
- Organizations funded FY2024
- 100%
- First-time grantees FY2024
- Itemized, FY2025
- $235k
- The rest is grants the schedule does not break out
- Median grant, FY2025
- $12,700
- Largest grant, FY2025
- $40,000
- Organizations funded a year
- 1 to 6
- FY2022 to FY2024
- States reached, FY2025
- 5
- Total assets, FY2025
- $5.3M
How open it is to new grantees
In FY2024, 100% of the organizations Oak Tree Family Fund funded were first-time grantees, receiving 100% of its grant dollars.
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 13 | $235k | 54% |
| FY2024 | 6 | $80k | 100% |
| FY2022 | 1 | $12k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2025.
Top grantees
Largest recipients by total granted, FY2022 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Sargent Family Community Fund | $46,000 | 2 | 14% |
| LCH Health and Community Services | $40,000 | 1 | 0% |
| Lahey Clinic Foundation Inc | $20,000 | 2 | 0% |
| Musicians on Call Inc | $20,000 | 2 | 0% |
| Kennett Area Community Service | $20,000 | 2 | 0% |
| Beth Brunswick Memorial Fund for Ch | $20,000 | 1 | n/a |
| Mass General Brigham Incorporated | $12,000 | 1 | n/a |
Plus 7 recipients with no EIN on record ($149k), not named here.
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund
How this is measured
About Oak Tree Family Fund
- How much does Oak Tree Family Fund give?
- Oak Tree Family Fund reported 13 itemized grants totaling $234,700, out of $293,266 in total grant expense reported on the return in its FY2025 IRS filing. It funded between 1 and 6 organizations a year over FY2022 to FY2024.
- What does Oak Tree Family Fund fund?
- By grant dollars over FY2022 to FY2025, its largest causes are Health (44%), Philanthropy (14%), Human Services (12%).
- Who are Oak Tree Family Fund's largest grantees?
- By total granted over FY2022 to FY2025: Sargent Family Community Fund ($46k), LCH Health and Community Services ($40k), Lahey Clinic Foundation Inc ($20k).
- Does Oak Tree Family Fund fund new organizations?
- In FY2024, 100% of the organizations it funded were first-time grantees.
- Which funders back the same organizations as Oak Tree Family Fund?
- Its strongest co-funders, measured against what their size predicts, include Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
- Where is Oak Tree Family Fund based?
- Oak Tree Family Fund is based in PA.
Play a game based on Oak Tree Family’s filings →