Private Foundation · MA · Private Grantmaking Foundations
Harbor Oaks Foundation Tr
Marion, MA · EIN 206934058 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$347K
Total Giving
$97K
Grants on File
72
Average Grant
$1K
Giving Radius
Where Harbor Oaks Foundation Tr Has Given
Section I
How to Apply
Letter requesting funds.
On Unsolicited Proposals yes
Restrictions
None
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Salem, OR | $325 | 2020 |
| Portland, ME | $1K | 2020 |
| Silver Springs, MD | $509 | 2020 |
| Montgomery, AL | $325 | 2020 |
| Santa FE, NM | $500 | 2020 |
| Portland, OR | $1K | 2020 |
| Taos, NM | $500 | 2020 |
| Santa Fe, NM | $500 | 2020 |
| El Prado, NM | $550 | 2020 |
| Santa Fe, NM | $1K | 2020 |
| Marion, MA | $1K | 2020 |
| Portland, OR | $1K | 2020 |
| Santa Fe, NM | $600 | 2020 |
| Portland, OR | $2K | 2021 |
| Santa Fe, NM | $2K | 2021 |
| Portland, OR | $2K | 2021 |
| Portland, OR | $2K | 2021 |
| Portland, OR | $2K | 2021 |
| Santa Fe, NM | $1K | 2021 |
| Santa Fe, NM | $1K | 2021 |
| Penn Yan, NY | $1K | 2021 |
| Santa Fe, NM | $2K | 2021 |
| Silver Springs, MD | $1K | 2021 |
| Arlington, VA | $1K | 2021 |
| Portland, OR | $1K | 2021 |
Page 1 of 3 · 72 total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $370K | $21K | $7K | $32K |
| 2022 | $395K | $23K | $-37,944 | $45K |
| 2021 | $479K | $26K | $53K | $37K |
| 2020 | $462K | $12K | $359K | $13K |
| 2019 | $117K | $10K | $15K | $14K |
| 2015 | $136K | $10K | $217 | $13K |
| 2014 | $149K | $10K | $9K | $14K |
| 2013 | $155K | $10K | $6K | $13K |
| 2012 | $161K | $10K | $1K | $12K |
| 2011 | $171K | $10K | $5K | $12K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.