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EIN 20-6934058

The Harbor Oaks Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Marion
State
Massachusetts
Year formed
2007
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Harbor Oaks Foundation is a private foundation that primarily funds unrestricted, charitable, support transactive gender projects, in memory of Charles Paulsen. Grantees include Lewis Clark Graduate School of Educ and others. The foundation made 13 grants last year.
Also known as...
Charles G Paulsen Ttee
Total revenues
$-37,944
2022
Total expenses
$45,297
2022
Total assets
$395,206
2022
Num. employees
0
2022

Grants made by The Harbor Oaks Foundation

GranteeGrant descriptionAmount
Juvenile Diabetes Research Foundation (JDRF)Unrestricted$10,000
Do Good MultnomahUnrestricted$2,500
Commonweal ConservancyUnrestricted$2,000
...and 10 more grants made

Personnel at The Harbor Oaks Foundation

NameTitleCompensation
Lurline R PaulsenTrustee$0

Financials for The Harbor Oaks Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$9,032
Net rental income$0
Net gain from sale of non-inventory assets$-46,976
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$-37,944

Form 990s for The Harbor Oaks Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-08990PFView PDF
2021-122022-05-16990PFView PDF
2020-122021-08-09990PFView PDF
2019-122020-09-10990PRView PDF
2018-122019-10-12990PFView PDF
...and 7 more Form 990s
Data update history
January 10, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
April 6, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 23, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 576
Marion, MA 02738
Metro area
Boston-Cambridge-Newton, MA-NH
County
Plymouth County, MA
Phone
(508) 748-1664
IRS details
EIN
20-6934058
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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