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Form 990-PFTax year 2025EIN 33-0840613

William Lion Penzner Foundation

A private foundation in Santa Barbara, CA. Its return for tax year 2025 lists 8 grants and $218,588 paid in grants.

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Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $218,588

    Grants listed
    8
    Assets, end of year
    $9,286,926

  • Tax year 2024

    $232,226

    Grants listed
    8
    Assets, end of year
    $9,361,658

  • Tax year 2023

    $245,009

    Grants listed
    8
    Assets, end of year
    $9,298,341

  • Tax year 2022

    $308,539

    Grants listed
    7
    Assets, end of year
    $9,387,495

  • Tax year 2021

    $290,900

    Grants listed
    2
    Assets, end of year
    $9,352,227

  • Tax year 2020

    $192,014

    Grants listed
    2
    Assets, end of year
    $9,363,069

  • Tax year 2019

    $219,468

    Grants listed
    2
    Assets, end of year
    $8,271,985

  • Tax year 2018

    $318,000

    Grants listed
    1
    Assets, end of year
    $8,414,018

Grants paid in 2025

8 grants, largest first

As listed on the return.

  1. University of Ca - San Francisco FoundationSan Francisco, CA

    Dementia research

    $50,500
  2. Mary and Keith Hudson Ministries (arise)Santa Barbara, CA

    Women's mental health and well-being

    $50,000
  3. University of Ca - IrvineIrvine, CA

    Psychiatric research

    $30,000
  4. Alzheimers AssociationChicago, IL

    Mental healthassisting the poor around the world

    $27,500
  5. Rona Barrett FoundationSolvang, CA

    Assisting seniors in need

    $25,000
  6. The Association for Frontotemproal Degeneration (aftd)King of Prussia, PA

    Mental health

    $20,588
  7. Neighborhood ClinicSanta Barbara, CA

    Women's mental health and well-being

    $10,000
  8. One 805 FoundationSanta Barbara, CA

    Community service

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $27,500100% of the total

By State

Grants to organizations with a US address, latest year.

  1. California7 grants $198,000
  2. Pennsylvania1 grant $20,588

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Johnathin A IversonTREASURER Hours 40Pay $96,000
  • Cordell K IversonBOARD CHAIRMAN Hours 20Pay $50,656
  • Dyanne C IversonPRESIDENT Hours 40Pay $96,000
  • Cordell Iverson JrSECRETARY Hours 20Pay $50,656

The return

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