Categories for Heron Financial Statements

IRS Form 990 – 2023

Heron Financial Statement FY23

Heron Financial Statement FY22

Heron Financial Statement FY21

IRS Form 990 – 2022

IRS Form 990-2020

Heron Foundation’s form 990 for 2020.

IRS Form 990-2019

Heron Foundation’s form 990 for 2019.

IRS Form 990-2018

Heron Foundation’s form 990 for 2018.

IRS Form 990-2017

Heron Foundation’s form 990 for 2017.

Heron’s Fixed Income Letter of Intent

To convey our values and mission to our preexisting and prospective managers, Heron has created a Letter of Intent for our Fixed Income portfolio.