The Harbor Oaks Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARION, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $347K in total assets. In 2024, it awarded 22 grants totaling $38K. Net investment income was $15K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$347K
-6.4% YoY
Annual Giving
$38K
+58.3% YoY
Grant Count
22
+10.0% YoY
Avg Grant Size
$2K
+43.9% YoY
Under IRS private-foundation payout rules, The Harbor Oaks Foundation reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
About The Harbor Oaks Foundation
Based on IRS filings
The Harbor Oaks Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARION, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $347K in total assets. In 2024, it awarded 22 grants totaling $38K. Net investment income was $15K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $346,503 | $370,385 | $395,206 |
| Revenue | $21,872 | $6,840 | $-37,944 |
| Expenses | $45,754 | $31,662 | $45,297 |
| Qualifying Distributions | $38,035 | $24,035 | $34,535 |
| Net Investment Income | $14,653 | $3,543 | — |
| Distributable Amount | $20,622 | $21,125 | $23,460 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
94 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Santa Fe Conservation Trust ($5,000), Wild Earth Guardians ($5,000), Immigrant and Refugee Comunity ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY CYCLING CENTER PORTLAND, ME | UNRESTRICTED | $2,500 |
| BUZZARDS BAY MUSICFEST INC MARION, MA | UNRESTRICTED | $2,000 |
| DRIVEN TO CURE INC SILVER SPRINGS, MD | UNRESTRICTED | $500 |
| GARRETT MEMORIAL CHAPEL TRUST BLUFF POINT, NY | UNRESTRICTED | $500 |
| SANTA FE CHILDREN'S MUSEUM SANTA FE, NM | UNRESTRICTED | $1,000 |
| COOKING WITH KIDS INC SANTA FE, NM | UNRESTRICTED | $1,000 |
| COMMONWEAL CONSERVANCY SANTA FE, NM | UNRESTRICTED | $2,000 |
| AMIGOS BRAVOS TAOS, NM | UNRESTRICTED | $1,000 |
| SANTA FE CONSERVATION TRUST SANTA FE, NM | UNRESTRICTED | $5,000 |
| WILD EARTH GUARDIANS SANTA FE, NM | UNRESTRICTED | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL ARMSTRONG | TRUSTEE | — | — |
| JOSH CARSWELL | TRUSTEE | — | — |
| LURLINE R PAULSEN | TRUSTEE | — | — |
| CRISTY P CARSWELL | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Harbor Oaks Foundation?
The Harbor Oaks Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARION, MA. It holds $347K in total assets as of 2024.
How large is The Harbor Oaks Foundation?
As of 2024, The Harbor Oaks Foundation holds $347K in total assets with $22K in annual revenue. It awarded 22 grants totaling $38K in 2024.
Where does The Harbor Oaks Foundation operate?
The Harbor Oaks Foundation has awarded grants in Alabama, Massachusetts, Maryland, Maine, New Mexico, New York, Oregon, Virginia.
What size grants does The Harbor Oaks Foundation award?
In 2024, The Harbor Oaks Foundation awarded 22 grants totaling $38K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Harbor Oaks Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Harbor Oaks Foundation reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Harbor Oaks Foundation's EIN?
The Harbor Oaks Foundation's EIN (Employer Identification Number) is 20-6934058. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Harbor Oaks Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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