Carlos and Elizabeth Heath Foundation

BUFFALO, NY EIN: 84-6379975

Carlos and Elizabeth Heath Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 4 grants totaling $693K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$693K

+13764.6% YoY

Grant Count

+300.0% YoY

Avg Grant Size

$173K

+3366.2% YoY

Under IRS private-foundation payout rules, Carlos and Elizabeth Heath Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

About Carlos and Elizabeth Heath Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $900K (97%)

Massachusetts $10K (1%)

Pennsylvania $10K (1%)

Florida $5K (1%)

States

Florida Massachusetts New York Pennsylvania

Cities

AmherstBostonBryn MawrBuffaloRye BrookSarasotaSpringvilleTroyWest Seneca

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	$695,062	$595,226
Revenue	$1,787	$117,965	$48,311
Expenses	$697,570	$18,850	$39,740
Qualifying Distributions	$695,400	$10,515	$29,719
Net Investment Income	—	$109,603	$39,390
Distributable Amount	$9,033	$32,840	$32,674

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

41 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Emma Willard School ($636,704), Buffalo Philharmonic Orchestra ($50,801), Asolo Theatre Inc ($5,000).

Recipient	Purpose	Amount
ASOLO THEATRE INC SARASOTA, FL	GENERAL	$5,000
BUFFALO PHILHARMONIC ORCHESTRA BUFFALO, NY	GENERAL	$50,801
EMMA WILLARD SCHOOL TROY, NY	GENERAL	$636,704
MULROY FAMILY FOUNDATION BUFFALO, NY	GENERAL	$726

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JAMES M WADSWORTH	TRUSTEE	8	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Carlos and Elizabeth Heath Foundation?

Carlos and Elizabeth Heath Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. It holds — in total assets as of 2024.

Where does Carlos and Elizabeth Heath Foundation operate?

Carlos and Elizabeth Heath Foundation has awarded grants in Florida, Massachusetts, New York, Pennsylvania.

What size grants does Carlos and Elizabeth Heath Foundation award?

In 2024, Carlos and Elizabeth Heath Foundation awarded 4 grants totaling $693K — an average of about $173K per grant, based on its IRS Form 990 filings.

How much is Carlos and Elizabeth Heath Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlos and Elizabeth Heath Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carlos and Elizabeth Heath Foundation's EIN?

Carlos and Elizabeth Heath Foundation's EIN (Employer Identification Number) is 84-6379975. IRS Form 990 filing data is available on this page for 2020–2024.