Investments

The Foundation’s approach to impact investing is guided by our Investment Policy Statement, which includes asset allocation targets and offers additional detail on our financial and impact objectives. Assets are managed for both impact alignment and financial return, under the current assumption that the foundation will exist in perpetuity. 

In 2026, we published “Our Journey Toward Mission Alignment: A Roadmap for Family Foundations,” a report that explores the timeline and the tools we used as we moved from experimentation to a commitment to 100% mission alignment across our investments. 

You can browse the Foundation’s catalytic investments below. You can also view a list of all other investments in the Foundation’s portfolio here, along with more information on the tools and strategies we use across asset classes to further our mission.

Current Catalytic Investments

Woodcock’s catalytic impact first investments make up a 5% target of the foundation’s portfolio.

Acumen Latin America Early Growth Fund (ALEG)

Investing in early growth stage companies in underserved Latin American markets.

Africa Conservation and Communities Tourism Fund

Investing in conservation-focused ecotourism in Sub-Saharan Africa.

Boston Impact Initiative

Investing in entrepreneurs to address the racial wealth gap.

Community Markets for Conservation

Improving the livelihoods of farmers and rewarding conservation.

Dearfield Fund

Building generational wealth through homeownership.

Dirt Capital Partners

Investing in farmland to promote farmers' land access and security.

Lumni

Offering students, regardless of their income, access to affordable higher education.

Meloy Fund

Supporting sustainable coastal fisheries in Indonesia and the Philippines.

NYC Inclusive Creative Economy Fund

Investing in mission-driven organizations that offer affordable spaces for businesses in creative industries.

Oweesta Corporation

Advancing economic opportunity throughout Indian Country.

Perennial Fund I & II

Investing in a regenerative agriculture revolution.

Potlikker Capital

Investing in BIPOC farmers and regenerative farming practices.

Rainmakers Investment Collaborative

Aiming to stimulate economic growth, promote sustainability, and address the basic needs of Tribal communities.

RH Capital Fund

Investing in innovative and equitable solutions in reproductive care.

Upstart Co-Lab

Unlocking the creative economy as a new source of impact capital.

Previous Catalytic Investments

Acumen Capital Markets I

Investing in scaling enterprises that are solving some of the world’s tough

California Harvesters, Inc.

Creating a more equitable model for farmworkers and providing a stable workforce for growers.

Catch Invest

Promoting better management of fisheries across the US.

Copake Agricultural Center

Creating long-term access to farmland, while growing farmer and investor equity.

Credibles

Providing a platform for food businesses to access working capital to fund operations and growth.

Healthpoint Services Global, Inc.

Improving access to affordable healthcare for India’s rural communities.

NESsT Social Enterprise Loan Fund

Providing growth capital to enterprises in South America.

New Hampshire Community Loan Fund

Leveraging financial, human and civic resources to enable people to participate in New Hampshire’s economy.

Pro Mujer

Providing underserved women in Latin America with the means to build livelihoods for themselves and their families.

Public Radio Capital

Offering public broadcasters, nationwide, access to affordable capital.

REDF Impact Investing Fund

Supporting employment social enterprises to improve their financial sustainability and strengthen their businesses.

Root Capital

Growing rural prosperity in poor, environmentally vulnerable places in Africa and Latin America.

Sixup

Investing in high-achieving, low-income college students.

Southern Plains Land Trust

Protecting Colorado's native plants and animals by preserving prairie lands.

WIN-WIN Initiative

The first women-focused impact investment option available to everyday investors.