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Harbor Oaks Foundation Trust is a private trust based in MARION, MA. The foundation received its IRS ruling in 2007. The principal officer is Charles G Paulsen. It holds total assets of $347K. Annual income is reported at $77K. Total assets have grown from $171K in 2011 to $347K in 2024. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in New Mexico and Oregon. According to available records, Harbor Oaks Foundation Trust has made 78 grants totaling $123K, with a median grant of $1K. The foundation has distributed between $24K and $69K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $69K distributed across 38 grants. Individual grants have ranged from $500 to $10K, with an average award of $2K. The foundation has supported 24 unique organizations. The foundation primarily supports organizations in New Mexico, Oregon, New York, which account for 77% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$325
Median Grant
$550
Average Grant
$678
Largest Grant
$1K
Based on 13 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Harbor Oaks Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 78 grants. Its grantmaking reaches organizations primarily in NM, OR, NY.
Harbor Oaks Foundation Trust has distributed a total of $123K across 78 grants. The median grant size is $1K, with an average of $2K. Individual grants have ranged from $500 to $10K.
Harbor Oaks Foundation Trust is a private foundation. To inquire about grants, you can look up the foundation using their EIN (206934058) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Harbor Oaks Foundation Trust is headquartered in MARION, MA. While based in MA, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Cristy P Carswell | Trustee | $0 | $0 | N/A |
| Lurline R Paulsen | Trustee | $0 | $0 | N/A |
| Josh Carswell | Trustee | $0 | $0 | N/A |
| Michael Armstrong | Trustee | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$347K
Fair Market Value
N/A
Net Worth
$347K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
78
Total Giving
$123K
Average Grant
$2K
Median Grant
$1K
Unique Recipients
24
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Buzzards Bay MusicfestIn memory of Charles Paulsen | Marion, MA | $1K | 2023 |
| Do Good MultnomahUnrestricted | Portland, OR | $3K | 2023 |
| Santa Fe Conservation TrustUnrestricted | Santa Fe, NM | $2K | 2023 |
| Commonweal ConservancyUnrestricted | Santa Fe, NM | $2K | 2023 |
| Community Cycling CenterUnrestricted | Portland, ME | $2K | 2023 |
| Lewis Clark Graduate School Of EducSupport TransActive Gender Project | Portland, OR | $2K | 2023 |
| Sippican Lands TrustAnnual Appeal Unrestricted | Marion, MA | $1K | 2023 |
| Wild Earth GuardiansUnrestricted | Santa Fe, NM | $1K | 2023 |
| Cooking With Kids IncUnrestricted | Santa Fe, NM | $1K | 2023 |
| Think New MexicoUnrestricted | Santa Fe, NM | $1K | 2023 |
| Assistance Dogs Of The WestCharitable | Santa Fe, NM | $1K | 2023 |
| Teaching Preschool PartnersAnnual Appeal Unrestricted | Portland, OR | $1K | 2023 |
| Tabor AcademyUnrestricted | Marion, MA | $1K | 2023 |
| Santa Fe Children'S MuseumUnrestricted | Santa Fe, NM | $1K | 2023 |
| North By Northeast CommunityUnrestricted | Porland, OR | $1K | 2023 |
| JoinUnrestricted | Portland, OR | $1K | 2023 |
| Amigos BravosUnrestricted | Taos, NM | $1K | 2023 |
| Friends Of TreesUnrestricted | Portland, OR | $500 | 2023 |
| Driven To Cure IncCharitable | Silver Springs, MD | $500 | 2023 |
| Garrett Memorial Chapel TrustUnrestricted | Penn Yan, NY | $500 | 2023 |
| JdrfUnrestricted | New York, NY | $10K | 2022 |