Nonprofit · EIN 47-3577175
HABIT RESTAURANTS FOUNDATION
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,661 | $65,461 | -$30,800 | $91,754 | $8,201 | $83,553 |
| December 31, 2024 | 990-PF | $52,100 | $70,718 | -$18,618 | $116,854 | $2,500 | $114,354 |
| December 31, 2023 | 990-PF | $66,189 | $58,501 | $7,688 | $132,970 | $0 | $132,970 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $34,661
Expenses
- Grants and similar amounts paid
- $61,338
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $65,461
Balance sheet and other
- Total assets, start of year
- $116,854
- Total assets, end of year
- $91,754
- Total liabilities, end of year
- $8,201
- Net assets, end of year
- $83,553
- Fair market value of assets
- $91,754
- Qualifying distributions
- $65,461
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charlotte Lucich 1 Glen Bell Way, Irvine, CA 92618 | President | 2 | $0 |
| Sarahi Montiel 1 Glen Bell Way, Irvine, CA 92618 | Secretary | 2 | $0 |
| Cassidy Shackelford 1 Glen Bell Way, Irvine, CA 92618 | CFO | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charlotte Lucich 1 Glen Bell Way, Irvine, CA 92618 | President | 2 | $0 |
| Sarahi Montiel 1 Glen Bell Way, Irvine, CA 92618 | Secretary | 2 | $0 |
| Cassidy Shackelford 1 Glen Bell Way, Irvine, CA 92618 | CFO | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charlotte Lucich 1 Glen Bell Way, Irvine, CA 92618 | President | 2 | $0 |
| Chelsea Starr 1 Glen Bell Way, Irvine, CA 92618 | Secretary | 2 | $0 |
| Jennifer Hill 1 Glen Bell Way, Irvine, CA 92618 | CFO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 35910, LOUISVILLE, KY 40232-5910
- In care of
- % YUM BRANDS INC TAX DEPT
- Signed the 990-PF
- Cassidy Shackelford, CFO
- Phone
- (502) 874-8300
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-3577175
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $91,754
- Income (IRS master file)
- $34,661
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,661 | $65,461 | $91,754 | IRS |
| 990-PF | December 2024 | $52,100 | $70,718 | $116,854 | XML |
| 990-PF | December 2023 | $66,189 | $58,501 | $132,970 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-3577175).
Questions about HABIT RESTAURANTS FOUNDATION
- What is the EIN of HABIT RESTAURANTS FOUNDATION?
- The employer identification number (EIN) of HABIT RESTAURANTS FOUNDATION is 47-3577175.
- Is HABIT RESTAURANTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to HABIT RESTAURANTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HABIT RESTAURANTS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HABIT RESTAURANTS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HABIT RESTAURANTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HABIT RESTAURANTS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HABIT RESTAURANTS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,661, expenses of $65,461 and total assets of $91,754 at year end.
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