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Nonprofit · EIN 27-2250801

GEORGE E HANDTMANN III FOUNDATION

Tax-exempt · SANTA BARBARA, CA 93105

Financials

$55K$25K2023$61K$43K2024$185K$65K2025
Revenue Expenses · by fiscal year end
Financials of GEORGE E HANDTMANN III FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$185,446$64,814$120,632$1,106,011$0$1,106,011
December 31, 2024990-PF$60,974$42,798$18,176$985,379$0$985,379
December 31, 2023990-PF$54,637$24,905$29,732$967,203$0$967,203
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$28,462
Interest
$7,275
Net gain from sales of assets
$149,709

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$52,779
Excise tax on investment income
$2,410

Balance sheet and other

Total assets, start of year
$985,379
Total assets, end of year
$1,106,011
Total liabilities, end of year
$0
Net assets, end of year
$1,106,011
Fair market value of assets
$1,510,917
Qualifying distributions
$52,779
Net investment income
$185,446

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HENRY HARRISON HANDTMANN
2 SAN MARCOS TROUT CLUB ROAD, SANTA BARBARA, CA 93105
CEO1$0
JAMES GRAFT EVANS
1187 COAST VILLAGE ROAD SUITE 752, SANTA BARBARA, CA 93108
SECRETARY1$0
KENDLE LAUREN EVANS
1187 COAST VILLAGE ROAD SUITE 752, SANTA BARBARA, CA 93108
CFO1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HENRY HARRISON HANDTMANN
2 SAN MARCOS TROUT CLUB ROAD, SANTA BARBARA, CA 93105
CEO1$0
JAMES GRAFT EVANS
1187 COAST VILLAGE ROAD SUITE 752, SANTA BARBARA, CA 93108
SECRETARY1$0
KENDLE LAUREN EVANS
1187 COAST VILLAGE ROAD SUITE 752, SANTA BARBARA, CA 93108
CFO1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JAMES GRAFT EVANS
1187 COAST VILLAGE ROAD SUITE 752, SANTA BARBARA, CA 93108
SECRETARY1$0
KENDLE LAUREN EVANS
1187 COAST VILLAGE ROAD SUITE 752, SANTA BARBARA, CA 93108
CFO1$0
HENRY HARRISON HANDTMANN
2 SAN MARCOS TROUT CLUB ROAD, SANTA BARBARA, CA 93105
CEO1$0

Address and contacts

Address (IRS master file)
204 ADAIR DR, SANTA BARBARA, CA 93105-2568
Signed the 990-PF
HENRY H HANDTMANN, CEO
Phone
(626) 744-5100
Return prepared by
LUCAS HORSFALL ADVISORS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 27-2250801 or by the name GEORGE E HANDTMANN III FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-2250801
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,106,011
Income (IRS master file)
$249,743

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$185,446$64,814$1,106,011IRS
990-PFDecember 2024$60,974$42,798$985,379XML
990-PFDecember 2023$54,637$24,905$967,203XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2250801).

Questions about GEORGE E HANDTMANN III FOUNDATION

What is the EIN of GEORGE E HANDTMANN III FOUNDATION?
The employer identification number (EIN) of GEORGE E HANDTMANN III FOUNDATION is 27-2250801.
Is GEORGE E HANDTMANN III FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to GEORGE E HANDTMANN III FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE E HANDTMANN III FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE E HANDTMANN III FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GEORGE E HANDTMANN III FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GEORGE E HANDTMANN III FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does GEORGE E HANDTMANN III FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $185,446, expenses of $64,814 and total assets of $1,106,011 at year end.

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