The Harbor Oaks Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Harbor Oaks Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-6934058
Foundation Overview
Based in Marion, MA, The Harbor Oaks Foundation has awarded 169 grants totaling $233,196 to organizations in Oregon, New Mexico and 6 other states across the US. Individual grants range from $250 to $10,000, with a median award of $1,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 of 22 recipients (14%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
41% of grants are awarded in New Mexico, with additional funding distributed across 7 other locations. The foundation balances regional focus with broader geographic diversity. Within New Mexico, funding concentrates in Santa Fe (81%), Taos (14%), El Prado (4%).
Funding Trajectory
Strong 300% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on general purposes (75%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Harbor Oaks Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Community Cycling Center | $2,500 | Portland, ME, US | Unrestricted | 2024 |
| Buzzards Bay Musicfest Inc | $2,000 | Marion, MA, US | Unrestricted | 2024 |
| Driven To Cure Inc | $500 | Silver Springs, MD, US | Unrestricted | 2024 |
| Garrett Memorial Chapel Trust | $500 | Bluff Point, NY, US | Unrestricted | 2024 |
| Santa Fe Children's Museum | $1,000 | Santa Fe, NM, US | Unrestricted | 2024 |
| Cooking With Kids Inc | $1,000 | Santa Fe, NM, US | Unrestricted | 2024 |
| Commonweal Conservancy | $2,000 | Santa Fe, NM, US | Unrestricted | 2024 |
| Amigos Bravos | $1,000 | Taos, NM, US | Unrestricted | 2024 |
| Santa Fe Conservation Trust | $5,000 | Santa Fe, NM, US | Unrestricted | 2024 |
| Wild Earth Guardians | $5,000 | Santa Fe, NM, US | Unrestricted | 2024 |
| Think New Mexico | $1,000 | Santa Fe, NM, US | Unrestricted | 2024 |
| Assistance Dogs Of The West | $1,000 | Santa Fe, NM, US | Unstricted | 2024 |
| Sippican Lands Trust | $1,000 | Marion, MA, US | Unrestricted | 2024 |
| Community Cycling Center | $500 | Portland, ME, US | Unrestricted | 2024 |
| Do Good Multnomah | $2,500 | Portland, OR, US | Unrestricted | 2024 |
| Lewis & Clark Graduate School | $2,000 | Portland, OR, US | Unrestricted | 2024 |
| Friends Of Trees | $500 | Portland, OR, US | Unrestricted | 2024 |
| North By Northeast Community | $1,000 | Portland, OR, US | Unrestricted | 2024 |
| Join | $1,000 | Portland, OR, US | Unrestricted | 2024 |
| Teaching Preschool Partners | $1,000 | Portland, OR, US | Unrestricted | 2024 |
| Immigrant And Refugee Comunity | $5,000 | Portland, OR, US | Unrestricted | 2024 |
| Equal Justice Initiative | $1,000 | Montogomery, AL, US | Unrestricted | 2024 |
| Lewis Clark Graduate School Of Educ | $2,000 | Portland, OR, US | Support Transactive Gender Project | 2023 |
| Tabor Academy | $1,000 | Marion, MA, US | Unrestricted | 2023 |
| Santa Fe Conservation Trust | $2,000 | Santa Fe, NM, US | Unrestricted | 2023 |
| Think New Mexico | $1,000 | Santa Fe, NM, US | Unrestricted | 2023 |
| Do Good Multnomah | $2,500 | Portland, OR, US | Unrestricted | 2023 |
| Teaching Preschool Partners | $1,000 | Portland, OR, US | Annual Appeal Unrestricted | 2023 |
| Community Cycling Center | $2,000 | Portland, ME, US | Unrestricted | 2023 |
| Amigos Bravos | $1,000 | Taos, NM, US | Unrestricted | 2023 |
| Sippican Lands Trust | $1,000 | Marion, MA, US | Annual Appeal Unrestricted | 2023 |
| Wild Earth Guardians | $1,000 | Santa Fe, NM, US | Unrestricted | 2023 |
| Buzzards Bay Musicfest | $1,000 | Marion, MA, US | In Memory Of Charles Paulsen | 2023 |
| Assistance Dogs Of The West | $1,000 | Santa Fe, NM, US | Charitable | 2023 |
| Driven To Cure Inc | $500 | Silver Springs, MD, US | Charitable | 2023 |
| Garrett Memorial Chapel Trust | $500 | Penn Yan, NY, US | Unrestricted | 2023 |
| Cooking With Kids Inc | $1,000 | Santa Fe, NM, US | Unrestricted | 2023 |
| Commonweal Conservancy | $2,000 | Santa Fe, NM, US | Unrestricted | 2023 |
| Santa Fe Children's Museum | $1,000 | Santa Fe, NM, US | Unrestricted | 2023 |
| Friends Of Trees | $500 | Portland, OR, US | Unrestricted | 2023 |
| Join | $1,000 | Portland, OR, US | Unrestricted | 2023 |
| North By Northeast Community | $1,000 | Porland, OR, US | Unrestricted | 2023 |
| Lewis Clark Graduate School Of Educ | $2,500 | Portland, OR, US | Support Transactive Gender Project | 2022 |
| Santa Fe Conservation Trust | $2,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Think New Mexico | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Do Good Multnomah | $2,500 | Portland, OR, US | Unrestricted | 2022 |
| Community Cycling Center | $2,000 | Portland, ME, US | Unrestricted | 2022 |
| Amigos Bravos | $1,000 | Taos, NM, US | Unrestricted | 2022 |
| Sippican Lands Trust | $1,000 | Marion, MA, US | Annual Appeal Unrestricted | 2022 |
| Wild Earth Guardians | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Buzzards Bay Musicfest | $2,000 | Marion, MA, US | In Memory Of Charles Paulsen | 2022 |
| Assistance Dogs Of The West | $1,000 | Santa Fe, NM, US | Charitable | 2022 |
| Driven To Cure Inc | $1,000 | Silver Springs, MD, US | Charitable | 2022 |
| Garrett Memorial Chapel Trust | $500 | Penn Yan, NY, US | Unrestricted | 2022 |
| Cooking With Kids Inc | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Commonweal Conservancy | $2,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Santa Fe Children's Museum | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Friends Of Trees | $1,000 | Portland, OR, US | Unrestricted | 2022 |
| Join | $1,000 | Portland, OR, US | Unrestricted | 2022 |
| North By Northeast Community | $1,000 | Porland, OR, US | Unrestricted | 2022 |
| Jdrf | $10,000 | New York, NY, US | Unrestricted | 2022 |
| Lewis Clark Graduate School Of Educ | $2,500 | Portland, OR, US | Support Transactive Gender Project | 2022 |
| Santa Fe Conservation Trust | $2,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Think New Mexico | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Do Good Multnomah | $2,500 | Portland, OR, US | Unrestricted | 2022 |
| Community Cycling Center | $2,000 | Portland, ME, US | Unrestricted | 2022 |
| Amigos Bravos | $1,000 | Taos, NM, US | Unrestricted | 2022 |
| Sippican Lands Trust | $1,000 | Marion, MA, US | Annual Appeal Unrestricted | 2022 |
| Wild Earth Guardians | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Buzzards Bay Musicfest | $2,000 | Marion, MA, US | In Memory Of Charles Paulsen | 2022 |
| Assistance Dogs Of The West | $1,000 | Santa Fe, NM, US | Charitable | 2022 |
| Driven To Cure Inc | $1,000 | Silver Springs, MD, US | Charitable | 2022 |
| Garrett Memorial Chapel Trust | $500 | Penn Yan, NY, US | Unrestricted | 2022 |
| Cooking With Kids Inc | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Commonweal Conservancy | $2,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Santa Fe Children's Museum | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Friends Of Trees | $1,000 | Portland, OR, US | Unrestricted | 2022 |
| Join | $1,000 | Portland, OR, US | Unrestricted | 2022 |
| North By Northeast Community | $1,000 | Porland, OR, US | Unrestricted | 2022 |
| Jdrf | $10,000 | New York, NY, US | Unrestricted | 2022 |
| Lewis Clark Graduate School Of Educ | $2,500 | Portland, OR, US | Support Transactive Gender Project | 2022 |
| Santa Fe Conservation Trust | $2,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Think New Mexico | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Do Good Multnomah | $2,500 | Portland, OR, US | Unrestricted | 2022 |
| Community Cycling Center | $2,000 | Portland, ME, US | Unrestricted | 2022 |
| Amigos Bravos | $1,000 | Taos, NM, US | Unrestricted | 2022 |
| Sippican Lands Trust | $1,000 | Marion, MA, US | Annual Appeal Unrestricted | 2022 |
| Wild Earth Guardians | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Buzzards Bay Musicfest | $2,000 | Marion, MA, US | In Memory Of Charles Paulsen | 2022 |
| Assistance Dogs Of The West | $1,000 | Santa Fe, NM, US | Charitable | 2022 |
| Driven To Cure Inc | $1,000 | Silver Springs, MD, US | Charitable | 2022 |
| Garrett Memorial Chapel Trust | $500 | Penn Yan, NY, US | Unrestricted | 2022 |
| Cooking With Kids Inc | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Commonweal Conservancy | $2,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Santa Fe Children's Museum | $1,000 | Santa Fe, NM, US | Unrestricted | 2022 |
| Friends Of Trees | $1,000 | Portland, OR, US | Unrestricted | 2022 |
| Join | $1,000 | Portland, OR, US | Unrestricted | 2022 |
| North By Northeast Community | $1,000 | Porland, OR, US | Unrestricted | 2022 |
| Jdrf | $10,000 | New York, NY, US | Unrestricted | 2022 |
| Lewis Clark Graduate School Of Educ | $2,500 | Portland, OR, US | Support Transactive Gender Project | 2021 |
| Santa Fe Conservation Trust | $2,500 | Santa Fe, NM, US | Unrestricted | 2021 |
| Think New Mexico | $1,500 | Santa Fe, NM, US | Unrestricted | 2021 |
| Do Good Multnomah | $2,500 | Portland, OR, US | Unrestricted | 2021 |
| Community Cycling Center | $2,500 | Portland, ME, US | Unrestricted | 2021 |
| Amigos Bravos | $1,000 | Taos, NM, US | Unrestricted | 2021 |
| Sippican Lands Trust | $1,000 | Marion, MA, US | Annual Appeal Unrestricted | 2021 |
| Wild Earth Guardians | $1,000 | Santa Fe, NM, US | Unrestricted | 2021 |
| Buzzards Bay Musicfest | $2,000 | Marion, MA, US | In Memory Of Charles Paulsen | 2021 |
| Assistance Dogs Of The West | $1,000 | Santa Fe, NM, US | Charitable | 2021 |
| Driven To Cure Inc | $1,467 | Silver Springs, MD, US | Charitable | 2021 |
| Garrett Memorial Chapel Trust | $1,000 | Penn Yan, NY, US | Unrestricted | 2021 |
| Trout Unlimited | $1,000 | Arlington, VA, US | Unrestricted | 2021 |
| Cooking With Kids Inc | $1,000 | Santa Fe, NM, US | Unrestricted | 2021 |
| Commonweal Conservancy | $2,000 | Santa Fe, NM, US | Unrestricted | 2021 |
| Santa Fe Children's Museum | $1,000 | Santa Fe, NM, US | Unrestricted | 2021 |
| Friends Of Trees | $1,000 | Portland, OR, US | Unrestricted | 2021 |
| Columbia Riverkeeper | $1,000 | Hood River, OR, US | Unrestricted | 2021 |
| Children's Institute | $1,500 | Portland, OR, US | Unrestricted | 2021 |
| Join | $1,500 | Portland, OR, US | Unrestricted | 2021 |
| Lewis Clark Graduate School Of Educ | $1,000 | Portland, OR, US | Support Transactive Gender Project | 2020 |
| Santa Fe Conservation Trust | $1,000 | Santa Fe, NM, US | Unrestricted | 2020 |
| Think New Mexico | $600 | Santa Fe, NM, US | Unrestricted | 2020 |
| Field Institute Of Taos | $550 | El Prado, NM, US | Unrestricted | 2020 |
| Do Good Multnomah | $1,000 | Portland, OR, US | Unrestricted | 2020 |
| Community Cycling Center | $1,000 | Portland, ME, US | Unrestricted | 2020 |
| Amigos Bravos | $500 | Taos, NM, US | Unrestricted | 2020 |
| Wild Earth Guardians | $500 | Santa Fe, NM, US | Unrestricted | 2020 |
| Buzzards Bay Musicfest | $1,000 | Marion, MA, US | In Memory Of Charles Paulsen | 2020 |
| Assistance Dogs Of The West | $500 | Santa Fe, NM, US | Charitable | 2020 |
| Driven To Cure Inc | $509 | Silver Springs, MD, US | Charitable | 2020 |
| Causa Oregon | $325 | Salem, OR, US | Unrestricted | 2020 |
| Equal Justice Initiative | $325 | Montgomery, AL, US | Unrestricted | 2020 |
| Lewis Clark Graduate School Of Educ | $1,000 | Portland, OR, US | Support Transactive Gender Project | 2018 |
| Miss Hall's School | $1,000 | Pittsfield, MA, US | Unrestricted | 2018 |
| Santa Fe Conservation Trust | $1,235 | Santa Fe, NM, US | Unrestricted | 2018 |
| Think New Mexico | $600 | Santa Fe, NM, US | Unrestricted | 2018 |
| Field Institute Of Taos | $500 | El Prado, NM, US | Unrestricted | 2018 |
| Do Good Multnomah | $2,835 | Portland, OR, US | Unrestricted | 2018 |
| Community Cycling Center | $1,000 | Portland, ME, US | Unrestricted | 2018 |
| Amigos Bravos | $500 | Taos, NM, US | Unrestricted | 2018 |
| Wild Earth Guardians | $1,000 | Santa Fe, NM, US | Unrestricted | 2018 |
| Buzzards Bay Musicfest | $1,000 | Marion, MA, US | In Memory Of Charles Paulsen | 2018 |
| Alma Del Mar | $1,000 | New Bedford, MA, US | Unrestricted | 2017 |
| Community Nurse Hospice Care | $250 | Fairhaven, MA, US | Unrestricted | 2017 |
| Santa Fe Conservation Trust | $600 | Santa Fe, NM, US | Unrestricted | 2017 |
| Think New Mexico | $600 | Santa Fe, NM, US | Unrestricted | 2017 |
| Field Institute Of Taos | $600 | El Prado, NM, US | Unrestricted | 2017 |
| Do Good Multnomah | $1,000 | Portland, OR, US | Unrestricted | 2017 |
| Community Boating Center Of New Bed | $500 | New Bedford, MA, US | Annual Appeal Unrestricted | 2017 |
| Community Cycling Center | $1,000 | Portland, ME, US | Unrestricted | 2017 |
| Amigos Bravos | $600 | Taos, NM, US | Unrestricted | 2017 |
| Sippican Lands Trust | $500 | Marion, MA, US | Annual Appeal Unrestricted | 2017 |
| Wild Earth Guardians | $600 | Santa Fe, NM, US | Unrestricted | 2017 |
| Circus Cascadia | $1,000 | Gresham, OR, US | Unrestricted | 2017 |
| Buzzards Bay Musicfest | $500 | Marion, MA, US | In Memory Of Charles Paulsen | 2017 |
| Alma Del Mar | $1,000 | New Bedford, MA, US | Unrestricted | 2016 |
| Community Nurse Hospice Care | $1,000 | Fairhaven, MA, US | Unrestricted | 2016 |
| Santa Fe Conservation Trust | $600 | Santa Fe, NM, US | Unrestricted | 2016 |
| Think New Mexico | $600 | Santa Fe, NM, US | Unrestricted | 2016 |
| Community Boating Center Of New Bed | $500 | New Bedford, MA, US | Unrestricted | 2016 |
| Community Cycling Center | $750 | Portland, ME, US | Unrestricted | 2016 |
| Amigos Bravos | $600 | Taos, NM, US | Unrestricted | 2016 |
| Cornerstones Community Partnerships | $600 | Santa Fe, NM, US | Unrestricted | 2016 |
| Sippican Lands Trust | $500 | Marion, MA, US | Unrestricted | 2016 |
| Wild Earth Guardians | $600 | Santa Fe, NM, US | Unrestricted | 2016 |
| Original Practice Shakespeare Festi | $750 | Gresham, OR, US | Unrestricted | 2016 |
| Circus Cascadia | $750 | Portland, OR, US | Unrestricted | 2016 |
| Buzzards Bay Musicfest | $500 | Marion, MA, US | Unrestricted | 2016 |
| The Library Foundation | $750 | Portland, OR, US | Unrestricted | 2016 |
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Related Foundation Resources in MA:
Contact Information
Official contact details for The Harbor Oaks Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-6934058 |
| Website | N/A |
| Address | P O BOX 576 Marion, MA 02738-0000 |
Key People (4)
Board members, trustees, and key staff who oversee The Harbor Oaks Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Michael Armstrong |
|---|---|
| Trustee | Josh Carswell |
| Trustee | Lurline R Paulsen |
| Trustee | Cristy P Carswell |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Harbor Oaks Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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Research Applications
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