Nonprofit · EIN 95-6063288
HAZEL HEATH HORTON PHILANTHROPIC TR
Tax-exempt · SANTA BARBARA, CA 93140
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $90,082 | $75,239 | $14,843 | $352,316 | $0 | $352,316 |
| December 31, 2024 | 990-PF | $41,870 | $62,894 | -$21,024 | $337,473 | $0 | $337,473 |
| December 31, 2023 | 990-PF | $18,999 | $67,168 | -$48,169 | $358,497 | $0 | $358,497 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25
- Dividends
- $17,165
- Net gain from sales of assets
- $72,892
Expenses
- Grants and similar amounts paid
- $60,000
- Disbursements for charitable purposes
- $60,725
- Excise tax on investment income
- $1,050
Balance sheet and other
- Total assets, start of year
- $337,473
- Total assets, end of year
- $352,316
- Total liabilities, end of year
- $0
- Net assets, end of year
- $352,316
- Fair market value of assets
- $1,505,489
- Qualifying distributions
- $60,725
- Net investment income
- $90,057
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WRIGHT W WATLING PO BOX 40812, SANTA BARBARA, CA 93140 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W WRIGHT WATLING PO BOX 40812, SANTA BARBARA, CA 93140 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W WRIGHT WATLING PO BOX 40812, SANTA BARBARA, CA 93140 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 40812, SANTA BARBARA, CA 93140-0812
- In care of
- % WRIGHT W WATLING
- Signed the 990-PF
- WRIGHT W WATLING, TRUSTEE
- Phone
- (805) 899-0100
- Return prepared by
- MACFARLANE FALETTI & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6063288 or by the name HAZEL HEATH HORTON PHILANTHROPIC TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6063288
- 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
- 1959
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $352,316
- Income (IRS master file)
- $103,062
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $90,082 | $75,239 | $352,316 | IRS |
| 990-PF | December 2024 | $41,870 | $62,894 | $337,473 | IRS |
| 990-PF | December 2023 | $18,999 | $67,168 | $358,497 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 95-6063288).
Questions about HAZEL HEATH HORTON PHILANTHROPIC TR
- What is the EIN of HAZEL HEATH HORTON PHILANTHROPIC TR?
- The employer identification number (EIN) of HAZEL HEATH HORTON PHILANTHROPIC TR is 95-6063288.
- Is HAZEL HEATH HORTON PHILANTHROPIC TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to HAZEL HEATH HORTON PHILANTHROPIC TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAZEL HEATH HORTON PHILANTHROPIC TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAZEL HEATH HORTON PHILANTHROPIC TR 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 HAZEL HEATH HORTON PHILANTHROPIC TR 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 HAZEL HEATH HORTON PHILANTHROPIC TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HAZEL HEATH HORTON PHILANTHROPIC TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $90,082, expenses of $75,239 and total assets of $352,316 at year end.
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