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Carlos and Elizabeth Heath Foundation at a glance

· Private foundation

Carlos and Elizabeth Heath Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$693k
Granted FY2024still arriving
4
Grants FY2024still arriving
2
States reached
$637k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$667kArts & Culture$189kYouth Development$20kReligion$12kEnvironment$10kRecreation & Sports$10kPhilanthropy$7kHealth$3kOther$0
02FY2024 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k2 grants · $6k
  • $50k–250k1 grant · $51k
  • $250k+1 grant · $637k
$50,801
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
EMMA WILLARD SCHOOL$636,704
BUFFALO PHILHARMONIC ORCHESTRA$50,801
ASOLO THEATRE INC$5,000
MULROY FAMILY FOUNDATION$726
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–24) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%CITY YEAR INC: $5k → 16%CITRS INC: $5k → 10%LEUKEMIA & LYMPHOMA SOCIETY: $3k → 9%EMMA WILLARD SCHOOL: $637k → 11%MUSICALFARE: $3k → 13%ASOLO THEATRE INC: $5k → 10%CITY YEAR INC: $5k → 16%CITRS INC: $5k → 10%BUFFALO PHILHARMONIC ORCHESTRA: $51k → 13%BUFFALO PHILHARMONIC ORCHESTRA: $20k → 13%BUFFALO PHILHARMONIC ORCHESTRA: $10k → 13%BUFFALO PHILHARMONIC ORCHESTRA: $10k → 13%UNITED WAY OF BUFFALO & ERIE CO: $2k → 13%UNITED WAY OF BUFFALO & ERIE CO: $2k → 13%UNITED WAY OF BUFFALO & ERIE CO: $2k → 13%MULROY FAMILY FOUNDATION: $726 → 13%BUFFALO & ERIE COUNTY BOTANICAL GARDENS: $10k → 13%BUFFALO HISTORY MUSEUM: $5k → 13%BUFFALO HISTORY MUSEUM: $5k → 13%FOREST LAWN: $5k → 13%WESTMINISTER PRESBYTERIAN CHURCH: $4k → 13%WESTMINISTER PRESBYTERIAN CHURCH: $4k → 13%WESTMINISTER PRESBYTERIAN CHURCH: $4k → 13%BUFFALO OLMSTEAD PARKS CONSERVATORY: $5k → 13%IRISH CLASSICAL THEATRE CO: $5k → 13%IRISH CLASSICAL THEATRE CO: $5k → 13%UJIMA COMPANY INC: $5k → 13%IRISH CLASSICAL THEATRE CO: $5k → 13%IRISH CLASSICAL THEATRE CO: $5k → 13%HITS FOUNDATION: $5k → 13%716 SQUASH: $10k → 13%UJIMA COMPANY INC: $3k → 13%MEDAILLE COLLEGE: $10k → 13%HITS FOUNDATION: $5k → 13%716 SQUASH: $10k → 13%SPCA OF ERIE COUNTY: $3k → 13%ALBRIGHT KNOX ART GALLERY: $20k → 13%ALBRIGHT KNOX ART GALLERY: $10k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

26%of every dollar goes to organizations it has funded before.
$241k · 12 repeat orgs$683k to everyone else

12 repeat relationships: 1 still active in FY2024, 11 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
8

Total granted

$241k
$41k

Median revenue growth · since first grant

+1%
+7%

Still filing today

67%
25%

New vs renewed · share of each year

In FY2024, 7% of grant dollars renewed an existing relationship; $642k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
Arts & CultureEducationPublic BenefitRecreation & SportsPhilanthropyHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BF
    BUFFALO FINE ARTS ACADEMY
    2× · 2020–2021 · $30k · revenue +59%
  • 716 Squash Inc
    2× · 2020–2021 · $20k · revenue +25%
  • CI
    CITRS INC
    2× · 2020–2021 · $10k · revenue +15%

Funded once

  • MU
    MEDAILLE UNIVERSITY
    one grant, 2021 · $10k · revenue +7%
  • BE
    BUFFALO & ERIE COUNTY BOTANICAL GARDENS
    one grant, 2020 · $10k
  • BO
    BUFFALO OLMSTEAD PARKS CONSERVATORY
    one grant, 2020 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Irish Repertory Theatre Companyinc

The irish repertory theatre (the "theatre") mission is to bring works by irish and irish american masters and contemporary playwrights to american audiences, to provide a context for understanding the contemporary irish american experience…

—
2
Molloy University

Molloy university, an independent catholic university, rooted in the dominican tradition of study, spirituality, service, and community, is committed to academic excellence with respect for each person. through transformative education,…

Education
3
Pittsburgh International Classic Theatre

Challenging, educating and entertaining pittsburgh audiences by providing high quality theatre at reasonable prices, while focusing on irish, english and classical works.

Arts & Culture
4
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
5
Center Stage Associates Inc

See schedule o.inspired by our home city, baltimore center stage acts as a cultural catalyst for all communities to access theater in every form and engage in compelling conversations. programming: capture the collective imagination and…

Arts & Culture
6
York Theatre Company Inc

The mission of The York Theatre Company is fourfold:-1. To be a birthplace for new, literate, intimate musicals, and a place where underappreciated musical gems from the past are rediscovered.;-2. To provide support for the creators of new…

Arts & Culture
7
Women's Project & Productions Inc

Wp theater is the nation's oldest and largest theater company dedicated to developing, producing, and promoting the work of women+ at every stage of their careers. for over four decades we have served as leaders of a global movement…

Arts & Culture
8
The City Theatre Company Inc

To provide an artistic home for the development and production of contemporary plays that engage and challenge a diverse audience.

Arts & Culture
9
New York City Center Inc

The mission of new york city center is to be new york city's leading center for dance and musical theater. dedicated to making the arts accessible to the broadest possible audience, city center seeks to create a welcoming environment and…

Arts & Culture
10
Su Theatre Corporation D/B/a Syracuse Stage

Syracuse stage tells stories that engage, entertain, and inspire us to see life beyond our own experiences.

Arts & Culture
11
Niagara University

Niagara university educates its students and enriches their lives through programs in the liberal arts and through career preparation, informed by the catholic and vincentian traditions.

Education
12
Aquila Theatre Company

Aquila theatre's mission is to create bold reinterpretations of the classics for contemporary audiences. by expanding the canon and diversifying the classics, aquila dares to expand our collective perspectives. aquila theatre is one of the…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is United Way of Buffalo and Erie County; the most unlike its peers is Mulroy Family Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

15 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 15 of the 23 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
13/15
Grantees still filing
9/15
Grew since first funded

Where the money sits, by cause and then by grantee

EMMA WILLARD SCHOOL: $636,704 · EducationEMMA WILLARD SCHOOLBUFFALO PHILHARMONIC ORCHESTRA: $90,801 · OtherBUFFALO PHILHARMONIC O…WNED CAPITAL CAMPAIGN: $15,000 · OtherWNED CAPITAL CAMPAIGNWESTMINISTER PRESBYTERIAN CHURCH: $12,000 · OtherWESTMINISTER PRESBYTER…MEDAILLE UNIVERSITY: $10,000 · OtherMEDAILLE UNIVERSITYBUFFALO & ERIE COUNTY BOTANICAL GARDENS: $10,000 · OtherBUFFALO & ERIE COUNTY …CITRS INC: $10,000 · OtherCITRS INCCITY YEAR INC: $10,000 · OtherCITY YEAR INCBUFFALO & ERIE COUNTY HISTORICAL SOCIETY: $10,000 · OtherBUFFALO & ERIE COUNTY …+5 more: $16,226 · Other+5 moreBUFFALO FINE ARTS ACADEMY: $30,000 · Arts & CultureIRISH CLASSICAL THEATER CO: $20,000 · Arts & CultureUJIMA COMPANY INCORPORATED: $7,500 · Arts & CultureASOLO THEATRE INC: $5,000 · Arts & CultureROAD LESS TRAVELED PRODUCTIONS LTD: $3,000 · Arts & Culture716 Squash Inc: $20,000 · Public BenefitHITS FOUNDATION INC: $10,000 · Recreation & SportsUNITED WAY OF BUFFALO AND ERIE COUNTY: $6,000 · PhilanthropyBLOOD CANCER UNITED INC: $2,500 · Health
Education$636,704Other$184,027Arts & Culture$65,500Public Benefit$20,000Recreation & Sports$10,000Philanthropy$6,000Health$2,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetEMMA WILLARD SCHOOL: $636,704 over 1y, 1.5% of budgetBUFFALO FINE ARTS ACADEMY: $30,000 over 2y, 0.1% of budgetIRISH CLASSICAL THEATER CO: $20,000 over 4y, 0.8% of budget716 Squash Inc: $20,000 over 2y, 3.1% of budgetMEDAILLE UNIVERSITY: $10,000 over 1y, 0.0% of budgetCITRS INC: $10,000 over 2y, 1.9% of budgetCITY YEAR INC: $10,000 over 2y, 0.0% of budgetHITS FOUNDATION INC: $10,000 over 2y, 10% of budgetBUFFALO & ERIE COUNTY HISTORICAL SOCIETY: $10,000 over 2y, 0.2% of budgetUJIMA COMPANY INCORPORATED: $7,500 over 2y, 1.1% of budgetUNITED WAY OF BUFFALO AND ERIE COUNTY: $6,000 over 3y, 0.0% of budgetASOLO THEATRE INC: $5,000 over 1y, 0.0% of budgetROAD LESS TRAVELED PRODUCTIONS LTD: $3,000 over 1y, 0.5% of budgetBLOOD CANCER UNITED INC: $2,500 over 1y, 0.0% of budgetMULROY FAMILY FOUNDATION: $726 over 1y, 0.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Mulroy Family Foundat…Robert & Patricia Col…Community Foundation …Cullen Foundation of …The Margaret L Wendt …Rich Family FoundationThe Baird FoundationCullen FoundationThe Western New York …The John R Oishei Fou…Foundation for Jewish…The Ralph C Wilson Jr…
Mulroy Family FoundationNY24.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Mulroy Family Foundation · Robert & Patricia Colby Foundation 115319998 · Community Foundation for Greater Buffalo Inc · Cullen Foundation of Western New York Inc · The Margaret L Wendt Foundation · Rich Family Foundation · The Baird Foundation · Cullen Foundation · The Western New York Foundation · The John R Oishei Foundation · Foundation for Jewish Philanthropies Inc · The Ralph C Wilson Jr Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Carlos and Elizabeth Heath Foundation funds: left to right is the share of its income from government, bottom to top the share from Carlos and Elizabeth Heath Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 11%
  • City Year Inc: 11% of income from government
no gov moneyreceives it· size = income
0get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Carlos and Elizabeth Heath Foundation?

Find your warmest path to Carlos and Elizabeth Heath Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 23 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Carlos and Elizabeth Heath’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home