Marta Heflin Foundation
The Marta Heflin Foundation is a private foundation based in New York, New York. Its stated primary objective is to make grants to section 501(c)(3) tax-exempt organizations; it does not make grants to individuals.
Marta Heflin Foundation at a glance
In short: Marta Heflin Foundation gave $600K across 100 grants in 2024 (avg $6K), mostly in New York. 11% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $600,000
- +0.0% vs 2023
- Grants made (2024)
- 100
- +13.6% vs 2023
- Average grant
- $6,000
- -12.0% vs 2023
- Median grant
- $5,000
- Total assets
- $14,495,981
- +3.4% vs 2023
- New grantees (estimate)
- 11% first-time grantees (10 of 87, 2024)
- Primary geography
- New York (72% 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 Marta Heflin Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation contributes only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1159 2Nd Avenue, New York, NY 10065
Phone: (646) 270-3799
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Marta Heflin Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was New York City Center Inc ($35K across 2 grants). Together the top 10 received $164K.
Grant Size Distribution
483 grants across all recorded years
The most common grant size was under $50K: 483 grants of 483 (100%).
Geographic Focus
Where this funder awards grants
In 2024, recipients in New York received 72% of grant dollars, followed by recipients in New Jersey (9%), Massachusetts (4%), California (3%), and Washington, DC (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 100 itemized grants.
States
Cities
Is Marta Heflin Foundation open to new grantees?
11%
first-time grantees, 2024
In 2024, 10 of 87 grantees (11%) were first-time recipients. First grants averaged $4K; repeat grants $7K. How we count
Medians: $4K first-time, $6K repeat.
- 85% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−11%). Method
- In 2024 it paid out 97% 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 $584K (2020) to $675K (2021). In 2024 it made 100 grants totaling $600K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York City Center Inc New York, NY | Restricted Grant | $25,000 |
| Friends of the Choral Society Inc New York, NY | Unrestricted Grant | $15,000 |
| Vivian Beaumont Theater Inc New York, NY | Unrestricted Grants | $15,000 |
| Columbia University Irving Medical Center New York, NY | Restricted Grant | $12,500 |
| Eryc Taylor Dance Inc New York, NY | Restricted Grants | $12,500 |
| Broadway Cares Equity Fights AIDS New York, NY | Restricted Grants | $10,000 |
| David Sheldrick Wildlife Trust USA Inc Laguna Hills, CA | Unrestricted Grant | $10,000 |
| Environment Advocates of NY Albany, NY | Unrestricted Grants | $10,000 |
| La Mama Experimental Theatre Club Inc New York, NY | Unrestricted Grants | $10,000 |
| Merrill W Linn Land & Water Conservancy Lewisburg, PA | Unrestricted Grant | $10,000 |
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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 | $14,495,981 | $1,620,755 | $967,535 | $600,000 | 100 | $767,235 | $1,420,455 | $794,736 |
| 2023 | $14,022,649 | $710,661 | $968,301 | $600,000 | 88 | $773,580 | $515,940 | $752,972 |
| 2022 | $14,308,624 | $1,517,523 | $980,584 | $606,200 | 101 | $780,285 | $1,317,224 | $772,438 |
| 2021 | $13,607,400 | $1,054,076 | $1,059,758 | $674,800 | 93 | $855,334 | $849,652 | $915,469 |
| 2020 | $13,773,109 | $781,697 | $936,932 | $583,500 | 101 | — | $600,760 | $813,267 |
Under IRS private-foundation payout rules, Marta Heflin Foundation reported a distributable amount of $795K 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
The foundation states that its primary objective is to make grants to section 501(c)(3) tax-exempt organizations. Examples of grantees’ stated missions illustrate the range of organizations it has supported: New York City Center says it aims to be New York City’s leading center for dance and musical theater and to make the arts accessible to broad audiences; Friends of the Choral Society says it supports and operates a volunteer choral society and professional orchestra in New York City; and Pets are Wonderful Support says it works to keep people and their pets together when people face hardship.
Grantmaking
In 2024, the foundation made 100 grants totaling $600,000. Individual grants ranged from $1,100 to $25,000, with a median of $5,000. Examples include $25,000 to New York City Center (restricted), $15,000 to Friends of the Choral Society (unrestricted), and $10,000 to La MaMa Experimental Theatre Club (unrestricted). New York City Center received a second grant of $10,000, also restricted.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lloyd Ronald Walker as President and Paul Richard Katz as Vice President.
Marta Heflin Foundation is led by Lloyd Ronald Walker, President on every filing since 2020; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Lloyd Ronald Walker
President
On filings since 2020
20 hrs/week
$75K (2020) → $75K (2024)
Paul Richard Katz
Vice President
On filings since 2020
20 hrs/week
$75K (2020) → $75K (2024)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $75K, to Lloyd Ronald Walker (President). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Marta Heflin Foundation
How much does Marta Heflin Foundation give each year?
Marta Heflin Foundation gave $600K across 100 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $600K across 88 grants.
What is Marta Heflin Foundation's typical grant size?
Marta Heflin Foundation's median grant in 2024 was $5,000, and its average grant was $6,000, across 100 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Marta Heflin Foundation that year got $4K on average.
Where does Marta Heflin Foundation give grants?
Marta Heflin Foundation gives mostly in New York: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (9%). The most frequent recipient cities were New York, NY (60 grants), Washington, DC (3 grants), Brooklyn, NY (3 grants) and Albany, NY (2 grants).
Does Marta Heflin Foundation give general operating support?
Yes: 69% of Marta Heflin Foundation's 2024 grants with a stated purpose (69 of 100) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Restricted Grant" (26 grants) and "Restricted Grants" (5 grants).
Who are Marta Heflin Foundation's largest grantees?
Marta Heflin Foundation's largest 2024 grantees include New York City Center Inc ($35,000 across 2 grants), Vivian Beaumont Theater Inc ($20,000 across 2 grants) and Environment Advocates of NY ($16,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 12% of its itemized 2024 grant dollars.
How large is Marta Heflin Foundation?
Marta Heflin Foundation reported $14.5M in total assets on its 2024 IRS Form 990-PF. It paid out $767K in qualifying distributions that year, against a required minimum of $795K (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 Marta Heflin Foundation fund?
The foundation states that its primary objective is to make grants to section 501(c)(3) tax-exempt organizations. See mission & focus areas ↑
How do I apply for a grant from Marta Heflin Foundation?
The foundation contributes 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 Marta Heflin Foundation's EIN?
Marta Heflin Foundation's EIN (Employer Identification Number) is 47-2509549. IRS Form 990 filing data is available on this page for 2020–2024.
Does Marta Heflin 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 6, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Marta Heflin Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Marta Heflin Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/marta-heflin-foundation-morg_d3efba3878d84a228fa2a2b621dfa6bb
BibTeX
@misc{grantable_472509549_2026,
author = {{Grantable}},
title = {{Marta Heflin Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/marta-heflin-foundation-morg_d3efba3878d84a228fa2a2b621dfa6bb},
note = {Accessed 2026-10-14. 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 Marta Heflin 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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