The James Irvine Foundation
This review includes more about the relevance of the Foundation’s strategy, our allocation of resources, how we gather feedback from the field, and an update on our staff and organizational culture.
The review helps us understand how portfolio strategy development, talent management, finance and investments, and operations come together to impact the Foundation’s goal of expanding economic and political opportunity for working Californians–and informs decisions about the portfolio moving forward.
Prior to 2016, Irvine provided an Annual Performance Report to the Board. The Portfolio Review builds on this report with forward-looking projections to guide strategy (e.g., different financial and grantmaking scenarios).