NEW HAVEN, CT
F B Heron Foundation
Quick Facts
- EIN
- 133647019
- Location
- NEW HAVEN, CT
- Category
- General
- Total Assets
- $349.3M
- Annual Income
- $78.4M
- IRS Ruling Year
- 1992
- Organization Type
- Corporation
- Principal Officer
- % Vice President Finance And Adm
- Tax Deductibility
- Contributions are deductible
About This Foundation
F B Heron Foundation is a private corporation based in NEW HAVEN, CT. The foundation received its IRS ruling in 1992. The principal officer is % Vice President Finance And Adm. It holds total assets of $349.3M. Annual income is reported at $78.4M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$24.9M
2023-31%
Total Assets
$326.9M
2023+5%
Fair Market Value
$326.9M
2023
Net Worth
$325.5M
2023
Grants Paid
$19M
2023
Contributions
$0
2023
Net Investment Income
$8.4M
2023
Distribution Amount
$19.1M
2023
Total Giving by Year
$9.6M
11$9.3M
12$10.1M
13$14.8M
14$11.9M
15$12.8M
19$17M
20$15.6M
21$36.3M
22$24.9M
23Asset Growth
$240.5M
11$260.5M
12$291.6M
13$288.7M
14$273.7M
15$332.4M
19$360.7M
20$412.8M
21$311.9M
22$326.9M
23Investment Portfolio (2023)
Total: $259.5M
Corporate Stock: $195.6M
Corporate Bonds: $2.3M
Government Obligations: $61.6M
Other Investments: $42.1M
Cash: $4.2M
Corporate Stock (64%)
Corporate Bonds (1%)
Government Obligations (20%)
Other Investments (14%)
Cash (1%)
Expense Breakdown (2023)
Grants Paid$19M
Pension & Benefits$638K
Officer Compensation$628K
Legal Fees$176K
Accounting Fees$118K
Travel & Conferences$77K
Revenue Sources (2023)
- Dividends
- $7M
- Capital Gains (Net)
- $1.4M
Financial Details (2023)
- Total Revenue
- $8.4M
- Total Expenses
- $24.9M
- Exempt Purpose Expenses
- $22.8M
- Required Distribution
- $19.1M
- Undistributed Income
- $0
- Grants Approved (Future)
- $135K
- Total Liabilities
- $1.4M
- Excise Tax
- $117K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$29.8M
Average Grant
$595K
Median Grant
$136K
Grant Range
Min$20K
Max$12M
Median: $136K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
ME: $317K (4)
VT
NH
WA
ID
MT
ND
MN
WI
WI: $150K (1)
MI
NY
NY: $385K (6)
MA
MA: $175K (2)
CT
RI
OR
OR: $100K (1)
NV
WY
SD
IA
IL
IN
OH
PA
PA: $305K (4)
NJ
CA
CA: $6.2M (11)
UT
CO
CO: $150K (1)
NE
NE: $150K (1)
MO
KY
KY: $12.2M (3)
WV
VA
VA: $3.1M (2)
MD
DE
DE: $50K (1)
DC
DC: $306K (3)
AZ
NM
KS
AR
AR: $150K (1)
TN
TN: $50K (1)
NC
SC
OK
LA
LA: $315K (2)
MS
MS: $300K (2)
AL
AL: $5.2M (2)
GA
GA: $75K (1)
FL
HI
TX
TX: $150K (1)
KY$12.2M (3)
CA$6.2M (11)
AL$5.2M (2)
VA$3.1M (2)
NY$385K (6)
ME$317K (4)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Federation Of Appalachian Housing Enterprises IncProject Support | Berea, KY | $12M | 2022 |
| Black Belt Community Foundation IncGeneral Support | Selma, AL | $5M | 2022 |
| Open Possibilities Dba Possibility LabsProject-Based | San Francisco, CA | $4.2M | 2022 |
| Capital Impact PartnersEnterprise Capital | Arlington, VA | $3M | 2022 |
| Open Possibilities Dba Possibility LabsProject-Based | San Francisco, CA | $1M | 2022 |
| The Urban InstituteProject-Based | Washington, DC | $176K | 2022 |
| Foundation For LouisianaProject-Based | Baton Rouge, LA | $165K | 2022 |
| Network Impact IncProject-Based | Boston, MA | $150K | 2022 |
| Rural Community Assistance CorporationGeneral Support | West Sacramento, CA | $150K | 2022 |
| Maine Initiatives IncGeneral Support | Portland, ME | $150K | 2022 |
| Self-Help EnterprisesGeneral Support | Visalia, CA | $150K | 2022 |
| Community Development Corporation Of Brownsville IncGeneral Support | Brownsville, TX | $150K | 2022 |
| Wheda Foundation IncProject-Based | Madison, WI | $150K | 2022 |
| Springboard To OpportunitiesGeneral Support | Jackson, MS | $150K | 2022 |
| Foundation For LouisianaGeneral Support | Baton Rouge, LA | $150K | 2022 |
| Communities Unlimited IncGeneral Support | Fayetteville, AR | $150K | 2022 |
| Black Belt Community Foundation IncGeneral Support | Selma, AL | $150K | 2022 |
| University Of Nebraska Board Of RegentsProject-Based | Lincoln, NE | $150K | 2022 |
| Federation Of Appalachian Housing Enterprises IncGeneral Support | Berea, KY | $150K | 2022 |
| Committee Encouraging Corporate PhilanthropyGeneral Support | New York, NY | $150K | 2022 |
| Hope Enterprise CorporationGeneral Support | Jackson, MS | $150K | 2022 |
| First Nations Oweesta CorporationGeneral Support | Longmont, CO | $150K | 2022 |
| Locus Impact InvestingGeneral Support | Richmond, VA | $150K | 2022 |
| Milken InstituteProject-Based | Santa Monica, CA | $145K | 2022 |
| Open Possibilities Dba Possibility LabsProject-Based | San Francisco, CA | $136K | 2022 |
| Aeris Insight IncProject-Based | Philadelphia, PA | $135K | 2022 |
| Leadership Counsel For Justice And AccountabilityGeneral Support | Fresno, CA | $100K | 2022 |
| The Genesis FundGeneral Support | Brunswick, ME | $100K | 2022 |
| Fresno Community Development Financial InstitutionGeneral Support | Fresno, CA | $100K | 2022 |
| New Sun RisingGeneral Support | Millvale, PA | $100K | 2022 |
| The League Of Intrapreneurs LtdGeneral Support | Portland, OR | $100K | 2022 |
| World Wildlife Fund IncProject-Based | Washington, DC | $80K | 2022 |
| PolicylinkGeneral Support | Oakland, CA | $75K | 2022 |
| Southern Partners Fund IncGeneral Support | Atlanta, GA | $75K | 2022 |
| Fresno Metropolitan MinistryGeneral Support | Fresno, CA | $70K | 2022 |
| Metro Iaf IncGeneral Support | Jamaica, NY | $60K | 2022 |
| Bdo Fma LlcProject-Based | New York, NY | $50K | 2022 |
| Mission Investors ExchangeMembership | New York, NY | $50K | 2022 |
| Appalachian Community Fund IncGeneral Support | Knoxville, TN | $50K | 2022 |
| Faith In The ValleyGeneral Support | Stockton, CA | $50K | 2022 |
| Next City IncGeneral Support | Philadelphia, PA | $50K | 2022 |
| Good Jobs FirstGeneral Support | Washington, DC | $50K | 2022 |
| The Shareholder Commons IncGeneral Support | Wilmington, DE | $50K | 2022 |
| Transform Finance IncProject-Based | New York, NY | $50K | 2022 |
| Maine Development FoundationGeneral Support | Hallowell, ME | $40K | 2022 |
| Federation Of Appalachian Housing Enterprises IncProject Support | Berea, KY | $30K | 2022 |
| Four Directions Development CorporationGeneral Support | Orono, ME | $27K | 2022 |
| Mission Investors ExchangeGeneral Support | New York, NY | $25K | 2022 |
| Schumacher Center For A New EconomicsProject-Based | Great Barrington, MA | $25K | 2022 |
| New Sun RisingProject-Based | Millvale, PA | $20K | 2022 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica