Funders › Massachusetts

The Harbor Oaks Foundation

Marion, MA · EIN 20-6934058. Reported 22 grants totalling $38,000 to 21 recipients across tax years 2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$1,000median grant
$38,000granted, 2024
21recipients, as named on its returns
$391,360assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Harbor Oaks Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $1,000. Half of everything it gave fell between $1,000 and $2,000; the smallest was $500 and the largest $5,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
4 grants
$1,000 - $5,000
15 grants
$5,000 - $10,000
3 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Immigrant and Refugee Comunity OrganizationPortland, OR$5,000112024
Santa Fe Conservation TrustSanta Fe, NM$5,000112024
Wild Earth GuardiansSanta Fe, NM$5,000112024
Community Cycling CenterPortland, ME$3,000212024
Do Good MultnomahPortland, OR$2,500112024
Buzzards Bay Musicfest IncMarion, MA$2,000112024
Commonweal ConservancySanta Fe, NM$2,000112024
Lewis & Clark Graduate SchoolPortland, OR$2,000112024
Amigos BravosTaos, NM$1,000112024
Assistance Dogs of the WestSanta Fe, NM$1,000112024
Cooking With Kids IncSanta Fe, NM$1,000112024
Equal Justice InitiativeMontogomery, AL$1,000112024
JoinPortland, OR$1,000112024
North By Northeast CommunityPortland, OR$1,000112024
Santa Fe Children's MuseumSanta Fe, NM$1,000112024
Sippican Lands TrustMarion, MA$1,000112024
Teaching Preschool PartnersPortland, OR$1,000112024
Think New MexicoSanta Fe, NM$1,000112024
Driven to Cure IncSilver Springs, MD$500112024
Friends of TreesPortland, OR$500112024
Garrett Memorial Chapel TrustBluff Point, NY$500112024
Plus 59 grants to individuals totalling $88,467 -- scholarships, hardship and emergency assistance. We deliberately do not publish the names of people who received them, even though the filings do.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 14 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Human Services
4 grants
Environment
3 grants
Arts & Culture
2 grants
Youth Development
2 grants
Housing & Shelter
2 grants
Civil Rights
1 grant

Where its money goes

45% of its giving went to organizations in New Mexico. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

New Mexico
$17K
Oregon
$13K
Maine
$3K
Massachusetts
$3K
Alabama
$1K
Maryland
$500
New York
$500

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Fidelity Investments Charitable Gift Fund11 shared recipientsDonor Advised Charitable Giving Inc9 shared recipientsVanguard Charitable Endowment Program8 shared recipientsSanta Fe Community Foundation7 shared recipientsAmerican Online Giving Foundation Inc6 shared recipientsMorgan Stanley Global Impact Funding Trust Inc5 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $1,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in New Mexico.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from The Harbor Oaks Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: P O Box 576, Marion, MA, 02738. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 20-6934058 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.