Access the Foundation's IRS tax return.
Access the Foundation's financial statement.
A report on Foundation activities in 2007.
By former Heron President, Sharon King.
An overview on impact from the F.B. Heron 2007 Annual Report
This report considers how foundations might use a proportion of their endowment in support of the change they set out to create -- their mission. It explores the potential of "mission-connected investment" or MCI -- defined as investment which promises a market return but also helps to achieve mission -- a win-win for foundations.
The goal of this guide is to provide foundation trustees and, where or when appropriate, staff with a process to create both an overall policy for MRI as well as specific paths for implementation
Access the Foundation's IRS tax return.
Access the Foundation's financial statement.
The authors provide an overview of mission investment intermediaries and how foundations use them, the benefits and challenges of investing in intermediaries, and an analysis of available intermediaries that address economic development, housing and the environment.