Nonprofit · EIN 20-6934058
HARBOR OAKS FOUNDATION TR
Also known as CHARLES G PAULSEN TTEE
Tax-exempt · MARION, MA 02738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $21,872 | $45,754 | -$23,882 | $346,503 | $1 | $346,502 |
| December 31, 2023 | 990-PF | $6,840 | $31,662 | -$24,822 | $370,385 | $1 | $370,384 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $10,175
- Interest
- $153
- Net gain from sales of assets
- $11,544
Expenses
- Grants and similar amounts paid
- $38,000
- Disbursements for charitable purposes
- $38,035
- Excise tax on investment income
- $204
Balance sheet and other
- Total assets, start of year
- $370,385
- Total assets, end of year
- $346,503
- Total liabilities, end of year
- $1
- Net assets, end of year
- $346,502
- Fair market value of assets
- $391,360
- Qualifying distributions
- $38,035
- Net investment income
- $21,872
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL ARMSTRONG 4833 NE 8TH AVE, PORTLAND, OR 97211 | TRUSTEE | 0 | $0 |
| JOSH CARSWELL 94 HERRADA ROAD, SANTA FE, NM 87508 | TRUSTEE | 0 | $0 |
| LURLINE R PAULSEN 4833 NE 8TH AVE, PORTLAND, OR 97211 | TRUSTEE | 0 | $0 |
| CRISTY P CARSWELL 94 HERRADA ROAD, SANTA FE, NM 87508 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Armstrong 4833 NE 8th Ave, Portland, OR 97211 | Trustee | 0 | $0 |
| Josh Carswell 94 Herrada Road, Santa Fe, NM 87508 | Trustee | 0 | $0 |
| Lurline R Paulsen 4833 NE 8th Ave, Portland, OR 97211 | Trustee | 0 | $0 |
| Cristy P Carswell 94 Herrada Road, Santa Fe, NM 87508 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 576, MARION, MA 02738-0010
- In care of
- % CHARLES G PAULSEN
- Signed the 990-PF
- LURLINE R PAULSEN, TRUSTEE
- Phone
- (508) 748-0800
- Return prepared by
- BEACON ADVISORS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6934058
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $346,503
- Income (IRS master file)
- $77,354
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $21,872 | $45,754 | $346,503 | XML |
| 990-PF | December 2023 | $6,840 | $31,662 | $370,385 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6934058).
Questions about HARBOR OAKS FOUNDATION TR
- What is the EIN of HARBOR OAKS FOUNDATION TR?
- The employer identification number (EIN) of HARBOR OAKS FOUNDATION TR is 20-6934058.
- Is HARBOR OAKS FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HARBOR OAKS FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARBOR OAKS FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARBOR OAKS FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARBOR OAKS FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HARBOR OAKS FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does HARBOR OAKS FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,872, expenses of $45,754 and total assets of $346,503 at year end.
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All nonprofits in MARION · Massachusetts · Philanthropy, voluntarism and grantmaking foundations