William Lion Penzner Foundation
William Lion Penzner Foundation is a private foundation, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.3M in total assets. In 2025, it awarded 8 grants totaling $219K. Net investment income was $492K.
William Lion Penzner Foundation at a glance
In short: William Lion Penzner Foundation gave $219K across 8 grants in 2025 (avg $27K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $218,588
- -5.9% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $27,324
- -5.9% vs 2024
- Median grant
- $26,250
- Total assets
- $9,286,926
- -0.8% vs 2024
- Primary geography
- California (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William Lion Penzner Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was University of CA - San Francisco Foundation ($51K). Together the top 8 received $219K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 23 grants of 33 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How William Lion Penzner Foundation gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $192K (2020) to $309K (2022). In 2025 it made 8 grants totaling $219K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of CA - San Francisco Foundation San Francisco, CA | Dementia Research | $50,500 |
| Mary and Keith Hudson Ministries (Arise) Santa Barbara, CA | Women's Mental Health and Well-Being | $50,000 |
| University of CA - Irvine Irvine, CA | Psychiatric Research | $30,000 |
| Alzheimers Association Santa Barbara, CA | Mental Healthassisting the Poor Around the World | $27,500 |
| Rona Barrett Foundation Solvang, CA | Assisting Seniors in Need | $25,000 |
| The Association for Frontotemproal Degeneration (Aftd) King of Prussia, PA | Mental Health | $20,588 |
| Neighborhood Clinic Santa Barbara, CA | Women's Mental Health and Well-Being | $10,000 |
| One 805 Foundation Santa Barbara, CA | Community Service | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,286,926 | $492,350 | $567,082 | $218,588 | 8 | $433,099 | $492,350 | $412,552 |
| 2024 | $9,361,658 | $642,226 | $580,209 | $232,226 | 8 | $445,703 | $642,226 | $429,849 |
| 2023 | $9,298,341 | $465,000 | $553,350 | $245,009 | 8 | $435,888 | $465,000 | $427,172 |
| 2022 | $9,387,495 | $638,539 | $603,271 | $308,539 | 7 | $490,048 | $638,539 | $446,393 |
| 2021 | $9,352,227 | $564,692 | $575,534 | $290,900 | 2 | $463,077 | $564,692 | $469,683 |
| 2020 | $9,363,069 | $300,247 | $465,100 | $192,014 | 2 | — | $300,247 | $455,905 |
Under IRS private-foundation payout rules, William Lion Penzner Foundation reported a distributable amount of $413K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William Lion Penzner Foundation is led by Dyanne C. Iverson, President on every filing since 2020; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Dyanne C. Iverson
President
On filings since 2020
40 hrs/week
$80K (2020) → $96K (2025)
Cordell K. Iverson
Board Chairman
Treasurer → Board Chairman, 2023
On filings since 2020
20 hrs/week
$95K (2020) → $51K (2025)
Johnathin A. Iverson
Treasurer
Secretary → Treasurer, 2023
On filings since 2020
40 hrs/week
$34K (2020) → $96K (2025)
Cordell Iverson Jr.
Secretary
On filings since 2023
20 hrs/week
$51K (2024) → $51K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $96K, to Johnathin a Iverson (Treasurer). 4 officers or directors reported compensation on that filing.
Frequently asked questions about William Lion Penzner Foundation
How much does William Lion Penzner Foundation give each year?
William Lion Penzner Foundation gave $219K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $232K across 8 grants.
What is William Lion Penzner Foundation's typical grant size?
William Lion Penzner Foundation's median grant in 2025 was $26,250, and its average grant was $27,324, across 8 grants on its 2025 IRS Form 990-PF.
Where does William Lion Penzner Foundation give grants?
William Lion Penzner Foundation gives mostly in California: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (9%). The most frequent recipient cities were Santa Barbara, CA (4 grants).
Does William Lion Penzner Foundation give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on William Lion Penzner Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are William Lion Penzner Foundation's largest grantees?
William Lion Penzner Foundation's largest 2025 grantees include University of CA - San Francisco Foundation ($50,500), Mary and Keith Hudson Ministries (Arise) ($50,000) and University of CA - Irvine ($30,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is William Lion Penzner Foundation?
William Lion Penzner Foundation reported $9.3M in total assets on its 2025 IRS Form 990-PF. It paid out $433K in qualifying distributions that year, against a required minimum of $413K (roughly 5% of its investment assets).
What is William Lion Penzner Foundation's EIN?
William Lion Penzner Foundation's EIN (Employer Identification Number) is 33-0840613. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 17, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work William Lion Penzner Foundation funds
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