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Massachusetts · Private foundation

The Harbor Oaks Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$38k
Granted FY2024(still arriving)
22
Grants FY2024
20
Organizations funded FY2023
10%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$1,000
Largest grant, FY2024
$5,000
Organizations funded a year
10 to 20
FY2017 to FY2023
States reached, FY2024
7
Total assets, FY2024
$347k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 10% of the organizations The Harbor Oaks Foundation funded were first-time grantees, receiving 8% of its grant dollars.

New vs renewed · share of each year

In FY2023, 92% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Human ServicesYouth DevelopmentEnvironmentEducationEmploymentHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving21$38k10%
FY202320$24k10%
FY202219$35k11%
FY202120$30k45%
FY202013$9k15%
FY201911$9k18%
FY201810$11k20%
FY201713$9kn/a
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Environment$50kHousing & Shelter$21kRecreation & Sports$16kArts & Culture$16kCivil Rights$15kHuman Services$12kEmployment$10kEducation$6kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
NY
MA
OR
VA
MD
NM
AL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Do Good Multnomah$16,68780%
Santa Fe Conservation Trust$15,53580%
Wildearth Guardians$10,60080%
Buzzards Bay Musicfest Inc$10,50084%
Mdrc$10,00010%
Commonweal Conservancy Inc$8,00041%
Think New Mexico$6,90080%
Amigos Bravos Inc$6,20080%
Assistance Dogs of the West$5,00060%
Sippican Lands Trust Inc$4,50050%
Show all 25 grantees
All grantees of The Harbor Oaks Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Do Good Multnomah$16,68780%
Santa Fe Conservation Trust$15,53580%
Wildearth Guardians$10,60080%
Buzzards Bay Musicfest Inc$10,50084%
Mdrc$10,00010%
Commonweal Conservancy Inc$8,00041%
Think New Mexico$6,90080%
Amigos Bravos Inc$6,20080%
Assistance Dogs of the West$5,00060%
Sippican Lands Trust Inc$4,50050%
Join$4,50040%
Driven to Cure Inc$4,47661%
Cooking With Kids Inc$4,00040%
Santa Fe Children's Museum Inc$4,00040%
Friends of Trees$3,00040%
Field Institute of Taos$2,25040%
Teaching Preschool Partners$2,00020%
The Campbell Institute$1,50010%
Equal Justice Initiative$1,32520%
Miss Hall's School Inc$1,00010%
Columbia Riverkeeper$1,00010%
Tabor Academy$1,00010%
Circus Cascadia$1,00011%
Trout Unlimited Inc$1,00010%
Causa of Oregon$32510%

What it could do for these grantees

Plus 9 recipients with no EIN on record ($38k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Harbor Oaks Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDo Good Multnomah: $16,687 over 8y, 0.4% of budgetSanta Fe Conservation Trust: $15,535 over 8y, 0.3% of budgetWildearth Guardians: $10,600 over 8y, 0.1% of budgetBuzzards Bay Musicfest Inc: $10,500 over 8y, 4.2% of budgetMdrc: $10,000 over 1y, 0.0% of budgetCommonweal Conservancy Inc: $8,000 over 4y, 1.3% of budgetThink New Mexico: $6,900 over 8y, 0.1% of budgetAmigos Bravos Inc: $6,200 over 8y, 0.1% of budgetAssistance Dogs of the West: $5,000 over 6y, 0.1% of budgetSippican Lands Trust Inc: $4,500 over 5y, 0.4% of budgetJoin: $4,500 over 4y, 0.0% of budgetDriven to Cure Inc: $4,476 over 6y, 0.5% of budgetCooking With Kids Inc: $4,000 over 4y, 0.1% of budgetSanta Fe Children's Museum Inc: $4,000 over 4y, 0.1% of budgetFriends of Trees: $3,000 over 4y, 0.0% of budgetField Institute of Taos: $2,250 over 4y, 0.2% of budgetTeaching Preschool Partners: $2,000 over 2y, 0.1% of budgetThe Campbell Institute: $1,500 over 1y, 0.1% of budgetEqual Justice Initiative: $1,325 over 2y, 0.0% of budgetMiss Hall's School Inc: $1,000 over 1y, 0.0% of budgetColumbia Riverkeeper: $1,000 over 1y, 0.0% of budgetTabor Academy: $1,000 over 1y, 0.0% of budgetCircus Cascadia: $1,000 over 1y, 1.0% of budgetTrout Unlimited Inc: $1,000 over 1y, 0.0% of budgetCausa of Oregon: $325 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 25.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Santa Fe Community FoundationNM19.5× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Fe Community Foundation · Meyer Memorial Trust · Los Alamos National Laboratory Foundation · The Frost Foundation · The Oregon Community Foundation · Bolene Charitable Trust · The Taos Community Foundation Inc · Thornburg Foundation · Enterprise Bank & Trust Foundation · The Collins Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Harbor Oaks Foundation with peer funders

About The Harbor Oaks Foundation

How much does The Harbor Oaks Foundation give?
The Harbor Oaks Foundation reported 22 grants totaling $38,000 in its FY2024 IRS filing. It funded between 10 and 20 organizations a year over FY2017 to FY2023.
What does The Harbor Oaks Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Environment (30%), Housing & Shelter (13%), Recreation & Sports (10%).
Who are The Harbor Oaks Foundation's largest grantees?
By total granted over FY2017 to FY2024: Do Good Multnomah ($17k), Santa Fe Conservation Trust ($16k), Wildearth Guardians ($11k).
Does The Harbor Oaks Foundation fund new organizations?
In FY2023, 10% of the organizations it funded were first-time grantees.
Does The Harbor Oaks Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as The Harbor Oaks Foundation?
Its strongest co-funders, measured against what their size predicts, include Santa Fe Community Foundation, Meyer Memorial Trust, Los Alamos National Laboratory Foundation.
Where is The Harbor Oaks Foundation based?
The Harbor Oaks Foundation is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 34 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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