Carlos and Elizabeth Heath Foundation

Private foundation · Grantmaker Buffalo, NY EIN: 84-6379975

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.

Key facts about Carlos and Elizabeth Heath Foundation

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.

EIN
84-6379975
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$693,231
Grants made (2024)
4
Average grant
$173,308
Median grant
$27,901
Primary geography
New York (99% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$693K

+13764.6% YoY

Grant Count

4

+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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 4 itemized 2024 grant dollars.

Cities

BuffaloBostonBryn MawrSpringvilleAmherstRye BrookSarasotaTroyWest Seneca

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K17 grants202014 grants20215 grants20221 grants20234 grants2024

From 2020 to 2024, annual grant giving ranged from $5K (2023) to $693K (2024). In 2024 it made 4 grants totaling $693K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Emma Willard School: $637KEmma Willard School$637KBuffalo Philharmonic Orchestra: $51KBuffalo Philharmonic Orchestra$51KAsolo Theatre Inc: $5KAsolo Theatre Inc$5KMulroy Family Foundation: $726Mulroy Family Foundation$726

The largest 2024 recipient was Emma Willard School ($637K). Together the top 4 received $693K.

Grant Size Distribution

41 grants across all recorded years

39<$50K1$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 41 (95%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Emma Willard School Troy, NYGeneral$636,704
Buffalo Philharmonic Orchestra Buffalo, NYGeneral$50,801
Asolo Theatre Inc Sarasota, FLGeneral$5,000
Mulroy Family Foundation Buffalo, NYGeneral$726

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K20202021202220232024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

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