The Brian and Edith Heath Foundation
The Brian and Edith Heath Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN RAFAEL, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $82K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+2.0% YoY
Annual Giving
$3K
Grant Count
1
Avg Grant Size
$3K
Under IRS private-foundation payout rules, The Brian and Edith Heath Foundation reported a distributable amount of $123K for 2024 — the minimum it must pay out in qualifying distributions.
About The Brian and Edith Heath Foundation
Based on IRS filings
The Brian and Edith Heath Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN RAFAEL, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $82K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,505,312 | $2,456,330 | $2,296,567 |
| Revenue | $116,751 | $76,501 | $33,629 |
| Expenses | $130,944 | $90,656 | $80,946 |
| Qualifying Distributions | $108,780 | $70,275 | $55,902 |
| Net Investment Income | $81,831 | $56,120 | $34,277 |
| Distributable Amount | $122,547 | $114,717 | $118,158 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include UC Regents ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UC Regents Berkeley, CA | Support for the Environmental Design Archives | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Erik Satow | Trustee | 0.5 | — |
| Michael Fontanello | Trustee | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Brian and Edith Heath Foundation?
The Brian and Edith Heath Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN RAFAEL, CA. It holds $2.5M in total assets as of 2024.
How large is The Brian and Edith Heath Foundation?
As of 2024, The Brian and Edith Heath Foundation holds $2.5M in total assets with $117K in annual revenue. It awarded 1 grants totaling $3K in 2024.
Where does The Brian and Edith Heath Foundation operate?
The Brian and Edith Heath Foundation has awarded grants in California.
What size grants does The Brian and Edith Heath Foundation award?
In 2024, The Brian and Edith Heath Foundation awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Brian and Edith Heath Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Brian and Edith Heath Foundation reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Brian and Edith Heath Foundation's EIN?
The Brian and Edith Heath Foundation's EIN (Employer Identification Number) is 20-8633363. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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