William Lion Penzner Foundation
SANTA BARBARA, CA EIN: 33-0840613
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$9.4M
+0.7% YoY
Annual Giving
$232K
-5.2% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$29K
-5.2% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,361,658 | $9,298,341 | $9,387,495 |
| Revenue | $642,226 | $465,000 | $638,539 |
| Expenses | $580,209 | $553,350 | $603,271 |
| Qualifying Distributions | $445,703 | $435,888 | $490,048 |
| Net Investment Income | $642,226 | $465,000 | $638,539 |
| Distributable Amount | $429,849 | $427,172 | $446,393 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does William Lion Penzner Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHNATHIN A IVERSON | TREASURER | 40 | $96,000 |
| CORDELL K IVERSON | BOARD CHAIRMAN | 20 | $50,656 |
| DYANNE C IVERSON | PRESIDENT | 40 | $96,000 |
| CORDELL IVERSON JR | SECRETARY | 20 | $50,656 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $1.3M (100%)
States
Cities
E Palo AltoEncinoIrvineLos AngelesNorwalkSan FranciscoSanta BarbaraSolvangVentura
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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