The Massachusetts State Capitol

Form 990-PFTax year 2024EIN 20-6934058

The Harbor Oaks Foundation

A private foundation in Marion, MA. Its return for tax year 2024 lists 22 grants and $38,000 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Lurline R Paulsen
PO Box 576
Marion, MA 02738
(508) 748-0800
Form and materials
Letter requesting funds
Deadlines
None
Restrictions
None

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $38,000

    Grants listed
    22
    Assets, end of year
    $346,503
  • Tax year 2023

    $24,000

    Grants listed
    20
    Assets, end of year
    $370,385
  • Tax year 2022

    $34,500

    Grants listed
    19
    Assets, end of year
    $395,206
  • Tax year 2021

    $29,967

    Grants listed
    20
    Assets, end of year
    $478,507
  • Tax year 2020

    $8,809

    Grants listed
    13
    Assets, end of year
    $462,410
  • Tax year 2019

    $9,352

    Grants listed
    11
    Assets, end of year
    $117,079
  • Tax year 2018

    $10,670

    Grants listed
    10
    Assets, end of year
    $115,977

Grants paid in 2024

22 grants, largest first

As listed on the return.

  1. Santa Fe Conservation TrustSanta Fe, NM

    Unrestricted

    $5,000
  2. Wild Earth GuardiansSanta Fe, NM

    Unrestricted

    $5,000
  3. Immigrant and Refugee Comunity OrganizationPortland, OR

    Unrestricted

    $5,000
  4. Community Cycling CenterPortland, ME

    Unrestricted

    $2,500
  5. Do Good MultnomahPortland, OR

    Unrestricted

    $2,500
  6. Buzzards Bay Musicfest IncMarion, MA

    Unrestricted

    $2,000
  7. Commonweal ConservancySanta Fe, NM

    Unrestricted

    $2,000
  8. Lewis & Clark Graduate SchoolPortland, OR

    Unrestricted

    $2,000
  9. Santa Fe Children's MuseumSanta Fe, NM

    Unrestricted

    $1,000
  10. Cooking with Kids IncSanta Fe, NM

    Unrestricted

    $1,000
  11. Amigos BravosTaos, NM

    Unrestricted

    $1,000
  12. Think New MexicoSanta Fe, NM

    Unrestricted

    $1,000
  13. Assistance Dogs of the WestSanta Fe, NM

    Unstricted

    $1,000
  14. Sippican Lands TrustMarion, MA

    Unrestricted

    $1,000
  15. North by Northeast CommunityPortland, OR

    Unrestricted

    $1,000
  16. JoinPortland, OR

    Unrestricted

    $1,000
  17. Teaching Preschool PartnersPortland, OR

    Unrestricted

    $1,000
  18. Equal Justice InitiativeMontgomery, AL

    Unrestricted

    $1,000
  19. Driven to Cure IncKensington, MD

    Unrestricted

    $500
  20. Garrett Memorial Chapel TrustBluff Point, NY

    Unrestricted

    $500
  21. Community Cycling CenterPortland, ME

    Unrestricted

    $500
  22. Friends of TreesPortland, OR

    Unrestricted

    $500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment3 grants $6,50032% of the total
  2. Housing and shelter2 grants $4,50022% of the total
  3. Human services4 grants $3,50017% of the total
  4. Arts and culture2 grants $3,00015% of the total
  5. Youth development2 grants $2,00010% of the total
  6. Civil rights1 grant $1,0005% of the total

By State

Grants to organizations with a US address, latest year.

  1. New Mexico8 grants $17,000
  2. Oregon7 grants $13,000
  3. Massachusetts2 grants $3,000
  4. Maine2 grants $3,000
  5. Alabama1 grant $1,000
  6. Maryland1 grant $500
  7. New York1 grant $500

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Michael ArmstrongTRUSTEE Hours 0Pay $0
  • Josh CarswellTRUSTEE Hours 0Pay $0
  • Lurline R PaulsenTRUSTEE Hours 0Pay $0
  • Cristy P CarswellTRUSTEE Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (environment), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The John T & Theresa D Cederholm Private FoundationMarion, MA 46 grants Accepts applications $30,075 giving
  2. Social Catalysts Charitable FoundatStow, MA 6 grants Preselected only $36,500 giving
  3. Demarco Charitable FoundationBraintree, MA 24 grants Accepts applications $36,000 giving
  4. Avery Lee Williams Family FoundationNorth Easton, MA 5 grants Preselected only $34,745 giving
  5. The Peter D Gamble Scholarship Foundation IncMarblehead, MA 4 grants Preselected only $47,329 giving