The Habit Restaurants Foundation
The Habit Restaurants Foundation is a private foundation based in Louisville, Kentucky. Its 2025 filing describes direct charitable activity providing hardship relief to eligible Habit Restaurants employees.
The Habit Restaurants Foundation at a glance
In short: The Habit Restaurants Foundation gave $61K across 32 grants in 2025 (avg $2K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $61,338
- -9.9% vs 2024
- Grants made (2025)
- 32
- -5.9% vs 2024
- Average grant
- $1,917
- -4.2% vs 2024
- Median grant
- $2,464
- Total assets
- $91,754
- -21.5% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The Habit Restaurants Foundation
- How to Apply
-
The filing describes an employee-only process, not an application program for outside organizations. Applications are available through the Habit Restaurants Employee Portal; the filing lists Charfund as the contact. Applicants must be Habit Restaurants employees and must not have received a grant within the six months before applying.
- Review Cycle
- The filing states “90 Days After Incident” for the form and materials.
- Deadline
- The filing states “90 Days After Incident” for the form and materials.
- Contact
Application contact: Charfund
Mailing address: 1 Glen Bell Way, Irvine, CA 92618
Phone: (949) 851-8881
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Habit Restaurants Foundation funds
How this funder distributes its grants
Grant Size Distribution
160 grants across all recorded years
The most common grant size was under $50K: 160 grants of 160 (100%).
Geographic Focus
Where this funder awards grants
All reported 2025 grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 32 itemized grants.
States
Cities
How The Habit Restaurants Foundation gives
- Giving grew 83% from 2022 to 2025. Method
- In 2025 it paid out well above 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 2025, annual grant giving ranged from $33K (2022) to $68K (2024). In 2025 it made 32 grants totaling $61K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 32 grants to individuals Recipients not named | — | $61,338 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $91,754 | $34,661 | $65,461 | $61,338 | 32 | $65,461 | $5,010 |
| 2024 | $116,854 | $52,100 | $70,718 | $68,053 | 34 | $70,718 | $6,156 |
| 2023 | $132,970 | $66,189 | $58,501 | $57,535 | 32 | $58,501 | $6,160 |
| 2022 | $126,582 | $64,210 | $34,558 | $33,482 | 27 | $34,558 | $5,455 |
| 2021 | $95,630 | $63,332 | $48,404 | $41,930 | 35 | $48,404 | $4,532 |
| 2020 | $80,701 | $64,958 | $44,014 | $42,789 | 36 | — | $3,599 |
Under IRS private-foundation payout rules, The Habit Restaurants Foundation reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement is provided. The foundation’s stated direct charitable activity is hardship relief for eligible Habit Restaurants employees.
Grantmaking
In filing year 2025, the foundation reported 32 grants totaling $61,338. Awards ranged from $299 to $2,500, with a median of $2,464. The 12 grants listed as the largest were $2,500 each and designated for hardship relief to individual recipients.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charlotte Lucich as president, Sarahi Montiel as secretary, and Cassidy Shackelford as CFO.
The Habit Restaurants Foundation is led by Charlotte Lucich, President on every filing since 2022; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charlotte Lucich
President
On filings since 2022
2 hrs/week
No compensation reported
Cassidy Shackelford
CFO
On filings since 2024
2 hrs/week
No compensation reported
Sarahi Montiel
Secretary
On filings since 2024
2 hrs/week
No compensation reported
Former officers (5)
- Former: Chelsea Starr (2022–2023) — Secretary
- Former: Jennifer Hill (2022–2023) — CFO
- Former: Greg Sambrano (2020–2021) — President
- Former: Ray Nopper (2020–2021) — Treasurer
- Former: Tanya Corners (2020–2021) — Secretary
Data from IRS Form 990 filings, 2020–2025. "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 Habit Restaurants Foundation
How much does The Habit Restaurants Foundation give each year?
The Habit Restaurants Foundation gave $61K across 32 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $68K across 34 grants.
What is The Habit Restaurants Foundation's typical grant size?
The Habit Restaurants Foundation's median grant in 2025 was $2,464, and its average grant was $1,917, across 32 grants on its 2025 IRS Form 990-PF.
Where does The Habit Restaurants Foundation give grants?
The Habit Restaurants Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Habit Restaurants Foundation give general operating support?
Not in 2025: none of the 32 grants with a stated purpose on The Habit Restaurants Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Hardship Relief" (32 grants).
How large is The Habit Restaurants Foundation?
The Habit Restaurants Foundation reported $92K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What does The Habit Restaurants Foundation fund?
No mission statement is provided. The foundation’s stated direct charitable activity is hardship relief for eligible Habit Restaurants employees. See mission & focus areas ↑
How do I apply for a grant from The Habit Restaurants Foundation?
The filing describes an employee-only process, not an application program for outside organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Habit Restaurants Foundation's EIN?
The Habit Restaurants Foundation's EIN (Employer Identification Number) is 47-3577175. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 16, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Habit Restaurants Foundation funds
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Figures come from The Habit Restaurants 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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