FundersMassachusetts

The Harbor Oaks Foundation

Marion, MA · EIN 20-6934058. Reported 22 grants totalling $38,000 to 21 organizations 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
21organizations funded
$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. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

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 recipient's own IRS classification, for the 14 grants where we could identify the organization. These are assigned categories, not our guesses.

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

Foundations concentrate geographically far more than their mission statements suggest. 45% of this one's giving went to organizations in New Mexico. If you are outside its footprint, that matters more than how well your programme fits.

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 the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund10 shared recipientsSanta Fe Community Foundation7 shared recipientsDonor Advised Charitable Giving Inc7 shared recipientsVanguard Charitable Endowment Program7 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. Asking for ten times that is the most common way small organizations waste a submission.
  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). Nothing here is scraped, inferred, or estimated.

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, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.