Finances & Investments Careful financial stewardship has guided the Natural Heritage Trust’s mission for over 50 years, resulting in a robust organization prepared to expand the impact of private philanthropy and strategic partnerships throughout New York State. - Audited Finacial Statements - March 2026 March 2025 March 2024 - Annual Budgets - FY2027 Adopted Budget & Multi-Year Financial Plan FY2026 Adopted Budget & Multi-Year Financial Plan FY2025 Budget to Actual FY2024 Budget to Actual FY2023 Budget to Actual - Investment Reports - FY2026 Investment Report FY2025 Investment Report FY2024 Investment Report Download 2026 Financial Highlights 2024 Financial Highlights 2025 Financial Highlights