IRS Form 990-2019Heron Foundation’s form 990 for 2019. |
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IRS Form 990-2018Heron Foundation’s form 990 for 2018. |
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2018 Heron Financial StatementHeron's 2018 financial statements. |
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IRS Form 990-2017Heron Foundation’s form 990 for 2017. |
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Heron’s Fixed Income Letter of IntentTo convey our values and mission to our preexisting and prospective managers, Heron has created a Letter of Intent for our Fixed Income portfolio. |
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IRS Form 990-2016Access the foundation's 990 from 2016. |
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Investment Policy Statement [Affirmed December 2017]The F.B. Heron Foundation (“Heron”) exists solely to serve a public purpose — in our case, making investments that further the ability of people and communities to move out of poverty and thrive. This purpose guides not only our grant-making, but the use of all of our resources, including investment capital, so that we use them fully to contribute to the reduction of poverty, the widening of opportunity, and the improvement in material and social well-being for disadvantaged people and communities. The Heron investment policy thus reflects our intent to determine the social and financial return on all assets, and to select opportunities for deploying capital, whether as grants or as investments, so as to maximize both kinds of return. |
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2017 Heron Financial StatementHeron's 2017 financial statements. |