Access the Foundation's IRS tax return.
A report on Foundation activities in 2007.
By former Heron President, Sharon King.
Access the Foundation's financial statement.
The authors provide an overview of mission investment intermediaries and how foundations use them, the benefits and challenges of investing in intermediaries, and an analysis of available intermediaries that address economic development, housing and the environment.
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.