William Lion Penzner Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like William Lion Penzner Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 33-0840613

Foundation Overview

Based in Santa Barbara, CA, William Lion Penzner Foundation has awarded 44 grants totaling $2,448,540 to organizations in California. Individual grants range from $1,300 to $318,000, with a median award of $25,000.

Latest Tax Year
2024
Total Giving (all years)
$2,448,540
Total Assets
$9,147,014
Median Grant (all grants)
$25,000

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$30,000
% Median Grant Growth
+83% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: 13%

1 of 8 recipients (13%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
California

100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Santa Barbara (39%), Irvine (20%), Solvang (11%).

Funding Trajectory
-25%

Declining funding trend with 25% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Healthcare + 3 others

Diversified giving across multiple program areas with primary emphasis on healthcare (37%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into William Lion Penzner Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Alzheimers Association $40,000 Santa Barbara, CA, US Mental Healthassisting The Poor Around The World 2024
Firework Foundation $10,000 Encino, CA, US Mental Health 2024
Mary And Keith Hudson Ministries (Arise) $57,726 Santa Barbara, CA, US Women's Mental Health And Well-being 2024
Rona Barrett Foundation $25,000 Solvang, CA, US Assisting Seniors In Need 2024
Turner Foundation $1,300 Santa Barbara, CA, US Providing Housing In Community 2024
University Of Ca - Irvine $35,000 Irvine, CA, US Psychiatric Research 2024
University Of Ca - San Francisco Foundation $50,000 San Francisco, CA, US Dementia Research 2024
American Heart Association $13,200 Los Angeles, CA, US Heart Health 2024
Firework Foundation $10,000 Encino, CA, US Mental Health 2023
City Church Of Ventura $10,000 Ventura, CA, US Mental Health 2023
Alzheimers Association $10,250 Santa Barbara, CA, US Mental Healthassisting The Poor Around The World 2023
Mary And Keith Hudson Ministries (Arise) $55,500 Santa Barbara, CA, US Women's Mental Health And Well-being 2023
Rona Barret Foundation $26,500 Solvang, CA, US Assisting Seniors In Need 2023
Turner Foundation $11,000 Santa Barbara, CA, US Providing Housing In Community 2023
University Of Ca - Irvine $21,759 Irvine, CA, US Psychiatric Research 2023
University Of Ca - San Francisco Foundation $100,000 San Francisco, CA, US Dementia Research 2023
Firework Foundation $10,000 Encino, CA, US Mental Health 2023
City Church Of Ventura $10,000 Ventura, CA, US Mental Health 2023
Alzheimers Association $10,250 Santa Barbara, CA, US Mental Healthassisting The Poor Around The World 2023
Mary And Keith Hudson Ministries (Arise) $55,500 Santa Barbara, CA, US Women's Mental Health And Well-being 2023
Rona Barret Foundation $26,500 Solvang, CA, US Assisting Seniors In Need 2023
Turner Foundation $11,000 Santa Barbara, CA, US Providing Housing In Community 2023
University Of Ca - Irvine $21,759 Irvine, CA, US Psychiatric Research 2023
University Of Ca - San Francisco Foundation $100,000 San Francisco, CA, US Dementia Research 2023
Mary And Keith Hudson Ministries $103,539 Santa Barbara, CA, US Women's Mental Health And Well-being 2022
University Of Ca - Irvine $125,000 Irvine, CA, US Psychiatric Research 2022
American Heart Association $10,000 Santa Barbara, CA, US Fight Heart Disease 2022
Turner Foundation $25,000 Santa Barbara, CA, US Providing Housing In Community 2022
In His Hands Ministry $10,000 E Palo Alto, CA, US Assisting The Poor Around The Worldassisting The Poor Around The World 2022
Adam's Angels $10,000 Santa Barbara, CA, US Assisting Community Member In Need Throughout Santa Barbara County 2022
Rona Barret Foundation $25,000 Solvang, CA, US Assisting Seniors In Need 2022
Mary And Keith Hudson Ministries $103,539 Santa Barbara, CA, US Women's Mental Health And Well-being 2022
University Of Ca - Irvine $125,000 Irvine, CA, US Psychiatric Research 2022
American Heart Association $10,000 Santa Barbara, CA, US Fight Heart Disease 2022
Turner Foundation $25,000 Santa Barbara, CA, US Providing Housing In Community 2022
In His Hands Ministry $10,000 E Palo Alto, CA, US Assisting The Poor Around The Worldassisting The Poor Around The World 2022
Adam's Angels $10,000 Santa Barbara, CA, US Assisting Community Member In Need Throughout Santa Barbara County 2022
Rona Barret Foundation $25,000 Solvang, CA, US Assisting Seniors In Need 2022
Arise International $130,000 Norwalk, CA, US Women's Mental Health And Well-being 2021
University Of Ca - Irvine $160,900 Irvine, CA, US Psychiatric Research 2021
Arise International $92,014 Norwalk, CA, US Religiouis 2020
University Of Ca - Irvine $100,000 Irvine, CA, US Psychiatric Research 2020
University Of Ca - Irvine $318,000 Irvine, CA, US Psychiatric Research 2018
University Of Ca - Irvine $308,304 Irvine, CA, US Psychiatric Research 2017

Foundations Similar to William Lion Penzner Foundation

Discover 5 foundations with comparable assets ($9,117,252-$9,173,356), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 82-3644267 | 16 grants awarded
$9,151,178
(≈ Similar)
$15,750
median grant
La Canadaflintridge, CA
Same state
100%
Excellent match

EIN: 84-4280222 | 230 grants awarded
$9,129,166
(≈ Similar)
$15,000
median grant
Santa Monica, CA
Same state
100%
Excellent match

EIN: 20-2060209 | 97 grants awarded
$9,167,432
(≈ Similar)
$30,000
median grant
Visalia, CA
Same state
100%
Excellent match

EIN: 32-0484253 | 54 grants awarded
$9,173,356
(≈ Similar)
$45,183
median grant
Irvine, CA
Same state
100%
Excellent match

EIN: 87-1716969 | 83 grants awarded
$9,117,252
(≈ Similar)
$25,000
median grant
San Diego, CA
Same state
100%
Excellent match

Contact Information

Official contact details for William Lion Penzner Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 33-0840613
Website N/A
Address PO BOX 4337 Santa Barbara, CA 93140-4337

Key People (4)

Board members, trustees, and key staff who oversee William Lion Penzner Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Treasurer Johnathin A Iverson
Board Chairman Cordell K Iverson
President Dyanne C Iverson
Secretary Cordell Iverson Jr

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for William Lion Penzner Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.