Maximizing Returns to Colleges and Communities: Handbook on Community InvestingThe strategic investment of university endowment funds can improve the quality of life in communities throughout the United States and beyond. This handbook is a guide for college and university administrators, trustees, finance committee members, and all other university stakeholders interested in developing and implementing community investment policies for the institution's endowment. |
|
||
IRS Form 990 – 2008Access the Foundation's IRS tax return. |
|||
Financial Statement 2008Access the Foundation's financial statement. |
|||
Risk, Return and Social Impact: Demystifying the Laws of Mission Investing by U.S. FoundationsFoundations increasingly seek to make investments in alignment with their charitable missions. Such "mission investments" have grown at an annualized rate of more than sixteen percent over the last five years. Confusion remains, however, about the extent to which the relevant laws permit directors or trustees of a foundation to consider mission-related factors, in addition to this paper analyzes the legal considerations applicable to private and community foundations under federal and state laws. We conclude that foundations have considerable latitude to make investments that further their charitable missions,s even if this results in greater risk or lower financial returns. |
|
||
F.B. Heron Foundation Annual Report 2007A report on Foundation activities in 2007. |
|||
A Letter from the President, 2007By former Heron President, Sharon King. |
|||
Impact Across the Mission-Related Investment PortfolioAn overview on impact from the F.B. Heron 2007 Annual Report |
|||
Mission Possible: Emerging Opportunities for Mission Connected InvestmentThis 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. |