The Brackett Family Heritage Foundation

Private foundation · Grantmaker Arroyo Grande, CA EIN: 81-2192266

The Brackett Family Heritage Foundation is a private foundation, based in Arroyo Grande, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. Net investment income was $5K.

Key facts about The Brackett Family Heritage Foundation

EIN
81-2192266
Latest 990 filing
Form 990-PF, 2024
Total assets
$1,725,450

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+849.7% YoY

Revenue

$1.5M

+43009.1% YoY

Net Investment Income

$5K

+106.1% YoY

Expenses

$6K

-40.7% YoY

Under IRS private-foundation payout rules, The Brackett Family Heritage Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

How The Brackett Family Heritage Foundation gives

  • In 2022 it paid out 954% of 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

2states

Cities

NipomoReston

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K2 grants2020 1 grant2021 2 grants2022 0 grants2023 0 grants2024

From 2020 to 2022, annual grant giving ranged from $31K (2021) to $202K (2020). In 2022 it made 2 grants totaling $62K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

5 grants across all recorded years

3<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,725,450$181,677$174,742
Revenue$1,541,583$3,576$9,251
Expenses$6,082$10,249$67,771
Qualifying Distributions——$62,000
Net Investment Income$4,519$2,193$7,538
Distributable Amount$8,002$8,918$6,499

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

The Brackett Family Heritage Foundation is led by Ruth Brackett, President on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Ruth Brackett

    President

    On filings since 2020

    1 hr/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 The Brackett Family Heritage Foundation

How large is The Brackett Family Heritage Foundation?

The Brackett Family Heritage Foundation reported $1.7M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $1.5M.

Where does The Brackett Family Heritage Foundation operate?

The Brackett Family Heritage Foundation has awarded grants in California, Virginia.

How much is The Brackett Family Heritage Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Brackett Family Heritage Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Brackett Family Heritage Foundation's EIN?

The Brackett Family Heritage Foundation's EIN (Employer Identification Number) is 81-2192266. 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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