This report provides the first comprehensive analysis of mission investing by U.S. foundations. The study, funded by The David and Lucile Packard Foundation, analyzes the mission investment activity of 92 U.S. foundations, which have made a combined total of $2.3 billion of mission investments. Mission investing is a more specific type of social investing, and represents the use of financial investments as tools to achieve a foundation's mission.
By former Heron President, Sharon King.
A report on Foundation activities in 2006.
Responsible investment -- understood as the incorporation of environmental, social, and governance (ESG) analysis into investment decision-making -- is a growing discipline that offers opportunities for long-term value creation both for investors and society as a whole.
Access the Foundation's IRS tax return.
Access the Foundation's financial statement.
An essay by Heron Board Chairman, William M. Dietel.
The F.B. Heron Foundation was created in 1992 with the mission of helping people and communities to help themselves. The Foundation supports organizations with a track record of building wealth for low-income people and communities.
A report on Foundation activities in 2005.
As always, I want to acknowledge the Foundation’s partners—the grantees and investees—who do the actual work to build wealth and assets for low-income people and communities. I also want to thank the Foundation’s directors for setting a high standard for Heron’s work and for being supportive of the staff’s efforts.