Carlos and Elizabeth Heath Foundation
Carlos and Elizabeth Heath Foundation is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 4 grants totaling $693K.
Carlos and Elizabeth Heath Foundation at a glance
In short: Carlos and Elizabeth Heath Foundation gave $693K across 4 grants in 2024 (avg $173K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $693,231
- +13764.6% vs 2023
- Grants made (2024)
- 4
- +300.0% vs 2023
- Average grant
- $173,308
- +3366.2% vs 2023
- Median grant
- $27,901
- Primary geography
- New York (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Carlos and Elizabeth Heath Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Emma Willard School ($637K). Together the top 4 received $693K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 39 grants of 41 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How Carlos and Elizabeth Heath Foundation gives
- Giving grew 730% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5K (2023) to $693K (2024). In 2024 it made 4 grants totaling $693K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emma Willard School Troy, NY | General | $636,704 |
| Buffalo Philharmonic Orchestra Buffalo, NY | General | $50,801 |
| Asolo Theatre Inc Sarasota, FL | General | $5,000 |
| Mulroy Family Foundation Buffalo, NY | General | $726 |
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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 | — | $1,787 | $697,570 | $693,231 | 4 | $695,400 | — | $9,033 |
| 2023 | $695,062 | $117,965 | $18,850 | $5,000 | 1 | $10,515 | $109,603 | $32,840 |
| 2022 | $595,226 | $48,311 | $39,740 | $26,000 | 5 | $29,719 | $39,390 | $32,674 |
| 2021 | $588,641 | $84,612 | $95,088 | $83,500 | 14 | $86,008 | $75,532 | $39,891 |
| 2020 | $596,458 | $67,961 | $129,823 | $117,000 | 17 | — | $58,508 | $38,189 |
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.
Leadership & Key People
Officers and directors from IRS filings
Carlos and Elizabeth Heath Foundation is led by James M. Wadsworth, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
James M. Wadsworth
Trustee
On filings since 2020
8 hrs/week
No compensation reported
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 Carlos and Elizabeth Heath Foundation
How much does Carlos and Elizabeth Heath Foundation give each year?
Carlos and Elizabeth Heath Foundation gave $693K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.
What is Carlos and Elizabeth Heath Foundation's typical grant size?
Carlos and Elizabeth Heath Foundation's median grant in 2024 was $27,901, and its average grant was $173,308, across 4 grants on its 2024 IRS Form 990-PF.
Where does Carlos and Elizabeth Heath Foundation give grants?
Carlos and Elizabeth Heath Foundation gives mostly in New York: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Buffalo, NY (2 grants).
Does Carlos and Elizabeth Heath Foundation give general operating support?
Yes: 100% of Carlos and Elizabeth Heath Foundation's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Carlos and Elizabeth Heath Foundation funds
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