Allen-Heath Memorial Foundation
The Allen-Heath Memorial Foundation is a private foundation based in Chicago, Illinois. Its 2024 filing reports grants to charitable organizations, with most grant dollars going to recipients in Idaho and Arizona.
Allen-Heath Memorial Foundation at a glance
In short: Allen-Heath Memorial Foundation gave $400K across 20 grants in 2024 (avg $20K), mostly in Idaho. 5% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $400,000
- -10.1% vs 2023
- Grants made (2024)
- 20
- +0.0% vs 2023
- Average grant
- $20,000
- -10.1% vs 2023
- Median grant
- $20,000
- Total assets
- $5,785,354
- -1.2% vs 2023
- New grantees (estimate)
- 5% first-time grantees (1 of 20, 2024; small sample)
- Primary geography
- Idaho (73% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Allen-Heath Memorial Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 151 N Franklin St 2500, Chicago, IL 60606
Phone: (312) 704-3712
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Allen-Heath Memorial Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ballet Idaho Inc ($30K). Together the top 10 received $265K.
Grant Size Distribution
103 grants across all recorded years
The most common grant size was under $50K: 98 grants of 103 (95%).
Geographic Focus
Where this funder awards grants
In 2024, 72% of grant dollars went to recipients in Idaho and 20% to recipients in Arizona. The remaining shares went to recipients in Texas (4%), Montana (2%), and New York (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
Cities
Is Allen-Heath Memorial Foundation open to new grantees?
5%
first-time grantees, 2024
In 2024, 1 of 20 grantees (5%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $21K. How we count
Medians: $5K first-time, $20K repeat.
- 95% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $322K (2020) to $470K (2022). In 2024 it made 20 grants totaling $400K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ballet Idaho Inc Boise, ID | Not to Be Used for Wages and Salaries | $30,000 |
| Bogus Basin Recreational Association Inc Boise, ID | Not to Be Used for Wages and Salaries | $30,000 |
| Boise State University Foundation Inc Boise, ID | To be used for the morrison center and not to be used for wages and salaries | $30,000 |
| Idaho Botanical Gardens Inc Boise, ID | Not to Be Used for Wages and Salaries | $30,000 |
| Idaho Shakespeare Festival Inc Boise, ID | To be used for operations, but not to be used for wages and salaries | $30,000 |
| Arizona State University Foundation for a New American University Tempe, AZ | ASU Gammage Capital Projects Fund | $25,000 |
| Idaho Foodbank Warehouse Aka the Idaho Foodbank Meridian, ID | Not to Be Used for Wages and Salaries | $25,000 |
| Warhawk Air Museum Nampa, ID | Not to Be Used for Wages and Salaries | $25,000 |
| Arizona Academy of the Performing Arts Inc Tempe, AZ | For equipment for the academy drum and bugle corps | $20,000 |
| Boise Philharmonic Association Inc Boise, ID | Not to Be Used for Wages and Salaries | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,785,354 | $437,170 | $501,742 | $400,000 | 20 | $408,094 | $347,485 | $460,431 |
| 2023 | $5,853,949 | $352,336 | $518,978 | $445,000 | 20 | $451,544 | $285,120 | $424,523 |
| 2022 | $6,020,700 | $41,190 | $559,868 | $470,000 | 21 | $476,520 | $15,714 | $434,507 |
| 2021 | $6,539,378 | $978,734 | $467,452 | $383,000 | 16 | $389,558 | $900,750 | $488,349 |
| 2020 | $6,028,096 | $466,574 | $428,030 | $322,000 | 26 | — | $388,174 | $416,849 |
Under IRS private-foundation payout rules, Allen-Heath Memorial Foundation reported a distributable amount of $460K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including performing arts, recreation, education, food assistance, public radio, and aviation and military history. For example, Bogus Basin Recreational Association describes its mission as providing accessible, affordable, year-round mountain recreation and education; Ballet Idaho says it creates dance performances and educational experiences; and Boise Philharmonic Association says it performs orchestral music and educates community members about it.
Grantmaking
In 2024, the foundation made 20 grants totaling $400,000. Grant amounts ranged from $5,000 to $30,000, with a median of $20,000.
Among the listed grants were $30,000 each to Ballet Idaho, Bogus Basin Recreational Association, Boise State University Foundation, Idaho Botanical Gardens, and Idaho Shakespeare Festival. Other grants included $25,000 to Arizona State University Foundation for ASU Gammage capital projects, $25,000 to Idaho Foodbank, and $25,000 to Warhawk Air Museum. The filing also lists $20,000 grants to Arizona Academy of the Performing Arts for equipment for its drum and bugle corps, Boise Philharmonic Association, Friends of Public Radio Arizona for support of KBAQ, and Peregrine Fund.
Several listed grant purposes specify that funds are not to be used for wages and salaries. Boise State University Foundation’s grant was designated for the Morrison Center and excluded wages and salaries; Idaho Shakespeare Festival’s grant was designated for operations, but not wages and salaries.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Alexandra Heath as president, Edwin Brzezinski as vice president, James Harbert as treasurer, and Lisa Burman as secretary.
Allen-Heath Memorial Foundation is led by Alexandra Heath, President since 2021 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alexandra Heath
President
Director → President, 2021
On filings since 2020
1 hr/week
No compensation reported
Edwin Brzezinski
Vice President
Director → Vice President, 2021
On filings since 2020
1 hr/week
No compensation reported
James Harbert
Treasurer
Vice President & Treasurer → Treasurer, 2021
On filings since 2020
1 hr/week
No compensation reported
Lisa Burman
Secretary
Secretary & Director → Secretary, 2021
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Elizabeth Phillips (2020) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Allen-Heath Memorial Foundation
How much does Allen-Heath Memorial Foundation give each year?
Allen-Heath Memorial Foundation gave $400K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $445K across 20 grants.
What is Allen-Heath Memorial Foundation's typical grant size?
Allen-Heath Memorial Foundation's median grant in 2024 was $20,000, and its average grant was $20,000, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Allen-Heath Memorial Foundation that year got $5K on average.
Where does Allen-Heath Memorial Foundation give grants?
Allen-Heath Memorial Foundation gives mostly in Idaho: 73% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Arizona (20%). The most frequent recipient cities were Boise, ID (11 grants) and Tempe, AZ (3 grants).
Does Allen-Heath Memorial Foundation give general operating support?
Not in 2024: none of the 20 grants with a stated purpose on Allen-Heath Memorial Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Not to Be Used for Wages and Salaries" (13 grants).
Who are Allen-Heath Memorial Foundation's largest grantees?
Allen-Heath Memorial Foundation's largest 2024 grantees include Ballet Idaho Inc ($30,000), Bogus Basin Recreational Association Inc ($30,000) and Boise State University Foundation Inc ($30,000), according to its 2024 IRS Form 990-PF. Together they received 23% of its itemized 2024 grant dollars.
How large is Allen-Heath Memorial Foundation?
Allen-Heath Memorial Foundation reported $5.8M in total assets on its 2024 IRS Form 990-PF. It paid out $408K in qualifying distributions that year, against a required minimum of $460K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Allen-Heath Memorial Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including performing arts, recreation, education, food assistance, public radio, and aviation and military history. See mission & focus areas ↑
How do I apply for a grant from Allen-Heath Memorial Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Allen-Heath Memorial Foundation's EIN?
Allen-Heath Memorial Foundation's EIN (Employer Identification Number) is 36-3056910. IRS Form 990 filing data is available on this page for 2020–2024.
Does Allen-Heath Memorial Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Allen-Heath Memorial Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/allen-heath-memorial-foundation-morg_fc991ff5d39b468cbe78195299c70d54
BibTeX
@misc{grantable_363056910_2026,
author = {{Grantable}},
title = {{Allen-Heath Memorial Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/allen-heath-memorial-foundation-morg_fc991ff5d39b468cbe78195299c70d54},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Allen-Heath Memorial Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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