The Brackett Family Heritage Foundation
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.
The Brackett Family Heritage Foundation at a glance
- Total assets
- $1,725,450
- +849.7% vs 2023
- Revenue (2024)
- $1,541,583
- +43009.1% vs 2023
- Net investment income (2024)
- $4,519
- +106.1% vs 2023
- Expenses (2024)
- $6,082
- -40.7% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Brackett Family Heritage Foundation funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $31K (2021) to $202K (2020). In 2022 it made 2 grants totaling $62K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Veterans of Foreign Wars Post 10978 Nipomo, CA | To support veterans in need and their families and serve the communitiy | $32,000 |
| Young America's Foundation Reston, VA | To support internships and training programs for aspiring journalists | $30,000 |
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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 | $1,725,450 | $1,541,583 | $6,082 | — | — | — | $4,519 | $8,002 |
| 2023 | $181,677 | $3,576 | $10,249 | — | — | — | $2,193 | $8,918 |
| 2022 | $174,742 | $9,251 | $67,771 | $62,000 | 2 | $62,000 | $7,538 | $6,499 |
| 2021 | $263,194 | $46,730 | $36,710 | $31,260 | 1 | $31,260 | $44,717 | $8,563 |
| 2020 | $275,489 | $28,183 | $208,796 | $202,412 | 2 | — | $24,599 | $13,157 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Brackett Family Heritage Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Brackett Family Heritage Foundation's focus areas in our free grants database
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