The Heron Fund

Analysis

The Heron Fund is a registered charity in United States, based in Saint Charles, MO. It received its IRS tax-exemption ruling in May 2008, 18 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, The Heron Fund reported income of $350k and spending of $350k, spending 100% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $126k to $350k (+179%), an average of +29% a year. The sharpest change came in the year to December 2020, when income rose by 61%. Over the whole period it spent 122% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, The Heron Fund sits at the 68th percentile: it is larger than about 68% of them. Against every charity in United States with reported income it ranks in the 64th percentile, and in the 62nd percentile within MO. Charities of a similar size with the same main cause include Wanderer Family Foundation ($350k), National Charistian Charitable Foundation Inc ($350k) and The Joseph Fund Inc ($350k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $0 against liabilities of $0, net assets of $0.