· Public charity
Oak Tree Family Fund
Oaktree will continue to support the 3east program at mclean hospital.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2025.
Where the money goes
Grants by size, and the largest recipients.
How this is measured
By grant size · FY2025
- Under $10k1 grant · $6k
- $10k–50k12 grants · $229k
| Recipient | Amount |
|---|---|
| LCH HEALTH AND COMMUNITY SERVICES OF KENNETT SQUARE PA | $40,000 |
| DBT WORKS | $30,000 |
| SARGENT FAMILY COMMUNITY FUND | $26,000 |
| RANGELEY HERITAGE TRUST | $25,000 |
| FRIENDS OF THE RIVER VALLEY | $25,000 |
| BETH BRUNSWICK MEMORIAL FUND FOR CHILDREN | $20,000 |
| RANGELEY HEALTH AND WELLNESS | $12,700 |
| KENNETT AREA COMMUNITY SERVICES | $10,000 |
| Individual grant recipient | $10,000 |
| Individual grant recipient | $10,000 |
| LAHEY CLINIC FOUNDATION | $10,000 |
| MUSICIANS ON CALL | $10,000 |
| MOOSELOOKMEGUNTIC IMPROVEMENT ASSOCIATION | $6,000 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Its human-services grants (FY24–25, $60k) land where the poverty rate runs at 6%, against an area that typically sits at 7%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.
How this is measured
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
6 repeat relationships: 6 still active in FY2025, 0 since wound down; 7 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2025, 47% of grant dollars renewed an existing relationship; $124k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
Backed again, and grew
- SFSARGENT FAMILY COMMUNITY FUND2× · 2024–2025 · $46k
- RHRANGELEY HERITAGE TRUST2× · 2024–2025 · $45k
- DWDBT WORKS2× · 2024–2025 · $40k
Funded once
- MGMASS GENERAL BRIGHAM INCORPORATEDone grant, 2022 · $12k
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
6 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 6 of the 14 grantees resolved in that span have returns of their own we could reconcile.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.
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
How much its grantees rely on government
Each dot is one organization Oak Tree Family Fund funds: left to right is the share of its income from government, bottom to top the share from Oak Tree Family Fund. Bigger dots raise more.
How this is measured
Play a game based on Oak Tree Family’s filings →