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Private foundation (trust)EIN 133647019Est. 1992-03

THE FB HERON FOUNDATION

NEW HAVEN, CT 06534

Accepts unsolicited proposals
WebsiteDraft an application for THE FB HERON FOUNDATION

Total Assets

$349.3M

FY 2024

Annual Giving

$14.8M

FY 2024

Grants Made

77

FY 2024

Avg Grant

$192K

FY 2024

Grant Range

$100–$10M

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$50K

Providing assistance to other charitable organizations through board service, convening conferences and meetings and providing direct technical assistance

Financial Snapshot

2024 filing

Total Revenue

$15.3M

Total Expenses

$19.8M

Qualifying Distributions

$20.6M

Distributable Amount

$23.8M

Min. Investment Return

$16.7M

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

77 grants

Grant sizes from minimum $100 through median $3K to maximum $10M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2021 to 2024. Peak $30.0M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

500 grants

Federation of Appalachian Housing Enterprises Inc
$23.0M
9 grants
Black Belt Community Foundation Inc
$22.2M
9 grants
Capital Impact Partners
$6.5M
3 grants
Open Possibilities dba Possibility Labs
$6.1M
7 grants
Communities Unlimited Inc
$4.1M
3 grants
Foundation for Louisiana
$465K
3 grants
Self-Help Enterprises
$450K
3 grants
The Lincoln Institute of Land Policy
$375K
3 grants

Grant Size Distribution

500 grants

<$10K
342
grants
$10–50K
49
grants
$50–250K
96
grants
$250K–1M
2
grants
$1–5M
8
grants
$5M+
3
grants

Geographic Focus

39 states

Kentucky
$23.0M
31% of total
Alabama
$22.2M
30% of total
California
$8.9M
12% of total
Virginia
$6.8M
9% of total
Arkansas
$4.1M
6% of total
New York
$1.4M
2% of total
Massachusetts
$1.2M
2% of total
Maine
$1.1M
1% of total
Pennsylvania
$852K
1% of total
District of Columbia
$765K
1% of total

+29 more states

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