Hazel Heath Horton Philanthropic Trust
Hazel Heath Horton Philanthropic Trust is a private foundation, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $337K in total assets. In 2024, it awarded 22 grants totaling $49K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$337K
-5.9% YoY
Annual Giving
$49K
-10.9% YoY
Grant Count
22
-4.3% YoY
Avg Grant Size
$2K
-6.9% YoY
Under IRS private-foundation payout rules, Hazel Heath Horton Philanthropic Trust reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.
About Hazel Heath Horton Philanthropic Trust
Based on IRS filings
Hazel Heath Horton Philanthropic Trust is a private foundation, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $337K in total assets. In 2024, it awarded 22 grants totaling $49K. Net investment income was $29K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $337,473 | $358,497 | $408,943 |
| Revenue | $41,870 | $18,999 | $2,291 |
| Expenses | $62,894 | $67,168 | $79,689 |
| Qualifying Distributions | $49,775 | $55,925 | $66,925 |
| Net Investment Income | $28,726 | $5,454 | $2,880 |
| Distributable Amount | $58,366 | $50,328 | $55,874 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
115 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See International ($14,000), Claremont Mckenna College ($5,000), Pacific Legal Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS & GIRLS CLUB OF SANTA BARBARA SANTA BARBARA, CA | GENERAL | $1,000 |
| CANCER FOUNDATION OF SANTA BARBARA SANTA BARBARA, CA | GENERAL | $1,000 |
| CLAREMONT MCKENNA COLLEGE CLAREMONT, CA | GENERAL | $5,000 |
| CRANE COUNTRY DAY SCHOOL SANTA BARBARA, CA | GENERAL | $1,000 |
| DIRECT RELIEF INTERNATIONAL SANTA BARBARA, CA | GENERAL | $1,000 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA SANTA BARBARA, CA | GENERAL | $1,000 |
| GIRLS INC OF GREATER SANTA BARBARA SANTA BARBARA, CA | GENERAL | $1,000 |
| GLENDON ASSOCIATION SANTA BARBARA, CA | GENERAL | $1,000 |
| HOSPICE OF SANTA BARBARA SANTA BARBARA, CA | GENERAL | $1,000 |
| PACIFIC LEGAL FOUNDATION SACRAMENTO, CA | GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| W WRIGHT WATLING | TRUSTEE | 10 | — |
Frequently Asked Questions
How large is Hazel Heath Horton Philanthropic Trust?
As of 2024, Hazel Heath Horton Philanthropic Trust holds $337K in total assets with $42K in annual revenue. It awarded 22 grants totaling $49K in 2024.
Where does Hazel Heath Horton Philanthropic Trust operate?
Hazel Heath Horton Philanthropic Trust has awarded grants in California, Indiana, Maine, New Hampshire, Ohio.
What size grants does Hazel Heath Horton Philanthropic Trust award?
In 2024, Hazel Heath Horton Philanthropic Trust awarded 22 grants totaling $49K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Hazel Heath Horton Philanthropic Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hazel Heath Horton Philanthropic Trust reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hazel Heath Horton Philanthropic Trust's EIN?
Hazel Heath Horton Philanthropic Trust's EIN (Employer Identification Number) is 95-6063288. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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