The George E Handtmann Iii

SANTA BARBARA, CA EIN: 27-2250801

The George E Handtmann Iii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $985K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $51K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$985K

+1.9% YoY

Annual Giving

$30K

+200.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$15K

+200.0% YoY

Under IRS private-foundation payout rules, The George E Handtmann Iii reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.

About The George E Handtmann Iii

Based on IRS filings

The George E Handtmann Iii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $985K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $51K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ClaremontEscondidoJacksonvilleLos AngelesMontecitoPalm DesertSanta BarbaraStaten Island

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$149K$297K$446K$594K20202021202220232024
Metric202420232022
Total Assets$985,379$967,203$937,471
Revenue$60,974$54,637$33,501
Expenses$42,798$24,905$51,851
Qualifying Distributions$32,536$12,438$42,497
Net Investment Income$50,712$41,038$24,147
Distributable Amount$67,192$60,413$59,543

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$52K4 grants20203 grants20213 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

HEARTS THERAPEUTIC$25KMONTECITO UNION SCHOOL (…$5K

Grant Size Distribution

14 grants across all recorded years

13<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hearts Therapeutic ($25,000), Montecito Union School (mus) Foundation ($5,000).

RecipientPurposeAmount
MONTECITO UNION SCHOOL (MUS) FOUNDATION MONTECITO, CAGENERAL SUPPORT$5,000
HEARTS THERAPEUTIC SANTA BARBARA, CAGENERAL SUPPORT$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HENRY HARRISON HANDTMANNCEO1
JAMES GRAFT EVANSSECRETARY1
KENDLE LAUREN EVANSCFO1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The George E Handtmann Iii?

The George E Handtmann Iii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. It holds $985K in total assets as of 2024.

How large is The George E Handtmann Iii?

As of 2024, The George E Handtmann Iii holds $985K in total assets with $61K in annual revenue. It awarded 2 grants totaling $30K in 2024.

Where does The George E Handtmann Iii operate?

The George E Handtmann Iii has awarded grants in California, Florida, New York.

What size grants does The George E Handtmann Iii award?

In 2024, The George E Handtmann Iii awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is The George E Handtmann Iii required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The George E Handtmann Iii reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The George E Handtmann Iii's EIN?

The George E Handtmann Iii's EIN (Employer Identification Number) is 27-2250801. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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