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 2023 March 2022 March 2021 - Annual Budgets - FY2024 - 2025 Adopted Budget FY2023 - 2024 Budget to Actual FY2022 - 2023 Budget to Actual FY2021 - 2022 Budget to Actual - Investment Reports - 2022-23 Investment Report 2021-22 Investment Report 2020-21 Investment Report Download 2023 Financial Highlights 2022 Financial Highlights 2021 Financial Highlights