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Nonprofiteer
← UC SANTA BARBARA FOUNDATION

Form 990 for tax year 2022

Filed by UC SANTA BARBARA FOUNDATION.

Totals

Total revenue
$40,009,959
Total expenses
$35,122,690
Contributions and grants received
$35,324,027
Grants paid
$34,214,626
Program services expenses (Part IX)
$34,214,626
Management and general expenses
$304,471
Fundraising expenses
$603,593
Program service expenses (Part III)
$34,214,626

Program services were 97.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR HENRY T YANG

    TRUSTEE

    Total calculated
    $665,348
    From this org
    $0
    From related orgs
    $578,660
    Other
    $86,688
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $578,660 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,932 related
    Nontaxable benefits
    $0 + $45,756 related
    Filer's total
    $0 + $665,348 related
  • SUSANNAH SCOTT

    TRUSTEE

    Total calculated
    $504,106
    From this org
    $0
    From related orgs
    $455,852
    Other
    $48,254
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,852 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,310 related
    Nontaxable benefits
    $0 + $23,944 related
    Filer's total
    $0 + $504,106 related
  • DR DAVID MARSHALL

    TRUSTEE

    Total calculated
    $433,233
    From this org
    $0
    From related orgs
    $408,726
    Other
    $24,507
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,726 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,507 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $433,233 related
  • JAMES B RAWLINGS

    TRUSTEE

    Total calculated
    $416,616
    From this org
    $0
    From related orgs
    $379,259
    Other
    $37,357
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,259 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,169 related
    Nontaxable benefits
    $0 + $23,188 related
    Filer's total
    $0 + $416,616 related
  • CRISTINA MARCHETTI

    TRUSTEE

    Total calculated
    $327,119
    From this org
    $0
    From related orgs
    $303,889
    Other
    $23,230
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,889 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,782 related
    Nontaxable benefits
    $0 + $11,448 related
    Filer's total
    $0 + $327,119 related
  • CHRISTIAN TREITLER

    CFO

    Total calculated
    $219,149
    From this org
    $0
    From related orgs
    $188,099
    Other
    $31,050
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,099 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,078 related
    Nontaxable benefits
    $0 + $14,972 related
    Filer's total
    $0 + $219,149 related
  • SAMANTHA PUTNAM

    TRUSTEE

    Total calculated
    $171,348
    From this org
    $0
    From related orgs
    $142,163
    Other
    $29,185
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,163 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,070 related
    Nontaxable benefits
    $0 + $17,115 related
    Filer's total
    $0 + $171,348 related
  • DR DUNCAN A MELLICHAMP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DAVID G ADISHIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JANET A ALPERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • SARAH ARGYROPOULOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • RICHARD A AUHLL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DR ROBERT D BALLARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • LAURIE J BENTSON KAUTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MARK A BERTELSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DR EDWARD E BIRCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • GWENDOLYN A BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DR PAULA Y BRUICE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 38 related
  • DANIEL P BURNHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • STEPHEN E COOPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ANN CADY COOPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • LEONARD DEBENEDICTIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • WILLIAM A DINSMORE III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • TUNC DOLUCA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DIANDRA DE MORRELL DOUGLAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ROBERT W DUGGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • GLENN E DUVAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • BETTY ELINGS WELLS

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5
  • GARY E ERICKSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ELIZABETH GABLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JOHN E GERNGROSS

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • FREDERICK W GLUCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MARC GROSSMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JOHN A GURLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • NORMAN N HABERMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • EVA HALLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ROY C HARDIMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • THOMAS J HARRIMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DAVID R HENKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • GEORGE W HOLBROOK JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JUDITH L HOPKINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • M BLAIR HULL JR

    VICE CHAIR, INVSMT TREASURER

    Total calculated
    $0
    Hours/week
    5
  • PETER C JORDANO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DR R MICHAEL KOCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JACK W KROUSKUP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • LINDA LA KRETZ DUTTENHAVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • R MARILYN LEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • LILLIAN P LOVELACE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JOHN W MARREN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • KATHRYN D MCKEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • PAMELA MEYER LOPKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • LOUISE A PAHL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ALEX N PANANIDES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • CEIL PULITZER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • CONNER D REHAGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DR RICHARD KN RYU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MARK J SCHWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • KENNETH P SLAUGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • PHILLIP L SPECTOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JUDITH C STAPELMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MICHAEL P STEWART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • SUSAN S TAI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JAMES S TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ANNE SMITH TOWBES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • CLAUDIA L WEBSTER

    VICE CHAIR DEVELOPMENT

    Total calculated
    $0
    Hours/week
    5
  • HOWARD J WENGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • PHILIP H WHITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • BRUCE G WILCOX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MARIE J WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • SUSAN L WORSTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JEFFREY M WORTHE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • CHARLES ZEGAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MICHAEL B CITRON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • RAFAEL COSTAS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DR ALEXANDER FANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • LORI KONSKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • FUMIHIRO KOZATO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JOEL S RAZNICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • HUICAN ZHU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JOHN P ARNHOLD

    CHAIR

    Total calculated
    $0
    Hours/week
    5
  • RICHARD L BREAUX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MARCY L CARSEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • STEVEN C MENDELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MICHAEL J BYRON

    VICE CHAIR, DONOR RELATIONS

    Total calculated
    $0
    Hours/week
    5
  • TINA HANSEN MCENROE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • SUSAN M WILCOX

    NOMINATIONS

    Total calculated
    $0
    Hours/week
    5
  • DEANNA DEHLSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • CHRISTOPHER K FLETCHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • PAUL A GRAZIANO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • WENBIN JIANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • GENE E LUCAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • BECKY MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • GURLEEN PABLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • EUGENE T RIORDAN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • HONGJUN ZHU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PROCESS OF DETERMINING CEO AND OTHER OFFICER COMPENSATION
SCHEUDLE J, PART III NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FY23, EACH WAS AN EMPLOYEE OF THE UC SANTA BARBARA, A RELATED ORGANIZATION. INDIVIDUALS WERE COMPENSATED PRIMARILY FOR SERVICES TO THE UC SANTA BARBARA. COMPENSATION INFORMATION REFLECTS ALL COMPENSATION RECEIVED DURING CALENDAR YEAR 2022.
ESTABLISHING COMPENSATION OF THE EXECUTIVE DIRECTOR
SCHEDULE J, PART I, LINE 3 COMPENSATION PRACTICES FOR THE RELATED ORGANIZATION IN DETERMINING COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS INCLUDE: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
21 February 2024
IRS schema version
2022v5.0
Source object
202400539349300840

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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