Last Updated: July 15, 2019
| HCAP Fund IV, LP | 2018 |
$3 million |
Private Debt | For-profit |
| Huntington Capital Fund III, LP | 2013 |
$3 million |
Private Equity | For-profit |
| Huntington Capital Fund II, LP | 2008 |
$2 million |
Private Equity | For-profit |
| CDC Small Business Finance | 2018 |
$105,000 |
Other Grant Type | Nonprofit |
| Rhode Island Foundation | 2018 |
$1.3 million |
Other Grant Type | Nonprofit |
| Rhode Island Food Policy Council | 2019 |
$144,000 |
Other Grant Type | Nonprofit |
| Rhode Island Commerce Corporation | 2018 |
$75,000 |
Other Grant Type | Nonprofit |
| Impact Assets, Inc. | 2018 |
$500,000 |
Other Grant Type | Nonprofit |
| CenterState CEO | 2019 |
$48,000 |
Other Grant Type | Nonprofit |
| CapShift | 2018 |
$500,000 |
Private Equity | For-profit |
| Calvert Impact Capital | 2016 |
$2 million |
Other Grant Type | Nonprofit |
| The Housing Partnership Network | 2019 |
$141,200 |
Other Grant Type | Nonprofit |
| New Hampshire Charitable Foundation (NHCF) | 2019 |
$1.3 million |
Other Grant Type | Nonprofit |
| Metro IAF, Inc. | 2019 |
$55,000 |
Other Grant Type | Nonprofit |
| Pacific Community Ventures | 2018 |
$550,000 |
Other Grant Type | Nonprofit |
| Blue Highway Growth Capital Fund, L.P. | 2018 |
$250,000 |
PRI-Equity | For-profit |
| Business Alliance for Local Living Economies (BALLE) | 2018 |
$160,000 |
Other Grant Type | Nonprofit |
| World Wildlife Fund | 2018 |
$82,500 |
Other Grant Type | Nonprofit |
| Maine Initiatives | 2019 |
$250,000 |
Other Grant Type | Nonprofit |
| Vermont Council on Rural Development (VCRD) | 2018 |
$32,000 |
Other Grant Type | Nonprofit |
| Vermont Community Foundation | 2018 |
$61,000 |
Other Grant Type | Nonprofit |
| Social Progress Imperative | 2018 |
$100,000 |
Other Grant Type | Nonprofit |
| Fresno Metro Black Chamber of Commerce | 2018 |
$40,000 |
Other Grant Type | Nonprofit |
| Access Plus Capital | 2018 |
$100,000 |
Other Grant Type | Nonprofit |
| Endeavor | 2018 |
$100,000 |
Other Grant Type | Nonprofit |
| Central Valley Community Foundation | 2018 |
$204,000 |
Other Grant Type | Nonprofit |
| Faith in the Valley | 2018 |
$100,000 |
Other Grant Type | Nonprofit |
| California Harvesters | 2018 |
$100,000 |
Other Grant Type | Nonprofit |
| Coastal Enterprises, Inc. | 2018 |
$1.05 million |
Other Grant Type | Nonprofit |
| League of Intrapreneurs | 2018 |
$300,000 |
Other Grant Type | Nonprofit |
| Urban Innovation Fund I | 2018 |
$2 million |
PRI-Equity | For-profit |
| WORK Capital | 2018 |
$26.6 million |
Public Equity | For-profit |
| Ownership Capital | 2017 |
$10 million |
Public Equity | For-profit |
| Uplift America | 2016 |
$1.5 million |
Other Grant Type | Nonprofit |
| RSF Social Finance | 2017 |
$1.5 million |
Other Grant Type | Nonprofit |
| SJF Ventures Fund IV | 2016 |
$3 million |
Private Equity | For-profit |
| Greenline Ventures | 2016 |
$2 million |
PRI-Debt | For-profit |
| CECP | 2018 |
$120,000 |
Other Grant Type | Nonprofit |
| Breckinridge | 2015 |
$25 million |
Public Debt | For-profit |
| Sustainable Finance-Real Economies (SFRE) Sapphire Fund | 2015 |
$1.75 million |
Private Equity | For-profit |
| DBL Partners, Fund III | 2014 |
$5 million |
Private Equity | For-profit |
| Bridges Ventures | 2014 |
Unpermitted to disclose |
PRI-Equity | Nonprofit |
| Aperio Group | 2014 |
$58.7 million |
Public Equity | For-profit |
| The SASB Foundation | 2013 |
150,000 |
Other Grant Type | Nonprofit |
| SUN Initiative Financing LLC | 2016 |
$1 million |
Private Debt | Nonprofit |
| SJF Ventures Fund III, LP | 2012 |
$2 million |
Private Equity | For-profit |
| New Hampshire Community Loan Fund | 2018 |
$450,000 |
Other Grant Type | Nonprofit |
| Native American Bancorporation Co. | 2009 |
$300,000 |
PRI-Equity | For-profit |
| Blackrock | 2009 |
Unpermitted to disclose |
Public Equity | For-profit |
| RBC Global Asset Management | 2009 |
$19 million |
Public Debt | For-profit |
| Pacific Community Ventures Investment Partners III, LLC | 2007 |
$500,000 |
PRI-Equity | Nonprofit |
| Community Reinvestment Fund | 2007 |
$1 million |
PRI-Debt | Nonprofit |
| California Smart Growth Fund IV, LP | 2006 |
$2 million |
Private Equity | For-profit |
| State Street Global Advisors | 2005 |
$32.7 million |
Public Equity | For-profit |
| SJF Ventures Fund II, LP | 2004 |
$500,000 |
PRI-Equity | For-profit |
| DBL Bay Area Equity Fund I | 2003 |
$1 million |
Private Equity | For-profit |
| The Southern Appalachian Fund, LP | 2003 |
$400,000 |
Private Equity | Nonprofit |
| Penn Ventures Partners, LP | 2002 |
$250,000 |
Private Equity | For-profit |
* “$ Amount of Heron Investment” is updated quarterly (as of the “last updated” date) for marketable investments only. For non-marketable securities we give the amount originally committed, and do not update that number.