Totals
- Total revenue
- $65,338,205
- Total expenses
- $31,975,118
- Contributions and grants received
- $60,061,961
- Grants paid
- $30,225,632
- Program service revenue
- $0
- Investment income
- $5,276,087
- Other revenue
- $157
- Total assets, end of year
- $515,185,241
- Total liabilities, end of year
- $26,798,483
- Net assets or fund balances, end of year
- $488,386,758
- Program services expenses (Part IX)
- $30,225,632
- Management and general expenses
- $185,165
- Fundraising expenses
- $1,564,321
- Program service expenses (Part III)
- $30,225,632
Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$60,061,961
-
1g · Noncash contributions included above
$11,654,176
-
3 · Investment income
total $5,259,574 · excluded $5,259,574
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $157 · excluded $157
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $39,985,867
-
7b · Less cost or other basis and sales expenses
securities $39,969,354
-
7c · Gain or loss
securities $16,513
-
7d · Net gain or loss
total $16,513 · excluded $16,513
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $30,225,632 · program services $30,225,632
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $24,360 · management and general $24,360
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $89,299 · management and general $89,299
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $28,183 · management and general $28,183
-
14 · Information technology
total $32,403 · management and general $32,403
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: DEVELOPMENT OFFICE
total $1,563,938 · fundraising $1,563,938
-
24b · Other expenses: ANNUAL FUND
total $383 · fundraising $383
-
24c · Other expenses: MISCELLANEOUS
total $10,920 · management and general $10,920
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $56,425 · end of year $163,385
-
2 · Savings and temporary cash investments
beginning of year $1,414,729 · end of year $589,025
-
3 · Pledges and grants receivable
beginning of year $11,110,991 · end of year $27,781,081
-
4 · Accounts receivable
beginning of year $3,000 · end of year $1,946,000
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $391,379,994 · end of year $437,860,686
-
12 · Investments: other securities
beginning of year $35,895,994 · end of year $46,845,060
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $4 · end of year $4
-
17 · Accounts payable and accrued expenses
beginning of year $1 · end of year $13,098
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $11,681,228 · end of year $11,713,595
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $15,706,787 · end of year $15,071,790
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $412,473,121 · end of year $488,386,758
Mission and programs · 2023
Mission
THE UC SANTA BARBARA FOUNDATION ACTIVELY WORKS TO FURTHER THE GOALS OF THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA. THE FOUNDATION SEEKS TO MAINTAIN AND NURTURE THE UNIVERSITY'S QUALITY AND DISTINCTION. ON BEHALF OF THE CAMPUS, THE FOUNDATION RAISES AND ADMINISTERS FUNDS THAT SUPPORT UCSB'S OBJECTIVES OF TEACHING, RESEARCH, AND PUBLIC SERVICE. THE FOUNDATION ALSO PROVIDES COUNSEL AND GENERAL ASSISTANCE TO THE CAMPUS, ITS STUDENTS, FACULTY, AND STAFF.
Activities or mission (Part I)
To advance UC Santa Barbara's capacity to educate future generations, unlock new discoveries, and enrich California and the world.
-
UNIVERSITY PROGRAMS/OTHER DISBURSEMENTS. FUNDS ARE PROVIDED TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT FOR DEPARTMENT SUPPORT, INSTRUCTORS, RESEARCH AND SPECIAL PROJECTS.
Expenses $21,354,140 · Grants $21,354,140
-
SCHOLARSHIPS AND AWARDS MONIES WERE TRANSFERRED FROM THE UC SANTA BARBARA FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA ASSUMES FIDUCIARY RESPONSIBILITY FOR AWARDING AND ADMINISTERING THE FUNDS.
Expenses $5,671,969 · Grants $5,671,969
-
THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC SANTA BARBARA IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF AWARDS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UC SANTA BARBARA TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE FOUNDATION.
Expenses $3,199,523 · Grants $3,199,523
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Henry T YangDR HENRY T YANG
TRUSTEE
- Total calculated
- $730,936
- From this org
- $0
- From related orgs
- $639,714
- Other
- $91,222
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $639,714 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $66,397 related
- Nontaxable benefits
- $0 + $24,825 related
- Filer's total
- $0 + $730,936 related
-
Susannah ScottSUSANNAH SCOTT
TRUSTEE
- Total calculated
- $510,294
- From this org
- $0
- From related orgs
- $460,803
- Other
- $49,491
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $460,803 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $24,895 related
- Nontaxable benefits
- $0 + $24,596 related
- Filer's total
- $0 + $510,294 related
-
Dr David MarshallDR DAVID MARSHALL
TRUSTEE
- Total calculated
- $482,080
- From this org
- $0
- From related orgs
- $455,397
- Other
- $26,683
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $455,397 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $26,683 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $482,080 related
-
Christian TreitlerCHRISTIAN TREITLER
CFO
- Total calculated
- $229,351
- From this org
- $0
- From related orgs
- $196,942
- Other
- $32,409
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $196,942 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $16,149 related
- Nontaxable benefits
- $0 + $16,260 related
- Filer's total
- $0 + $229,351 related
-
Samantha PutnamSAMANTHA PUTNAM
TRUSTEE
- Total calculated
- $188,549
- From this org
- $0
- From related orgs
- $158,121
- Other
- $30,428
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $158,121 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $12,897 related
- Nontaxable benefits
- $0 + $17,531 related
- Filer's total
- $0 + $188,549 related
-
Michael T Bowers
Trustee
- Total calculated
- $41,449
- From this org
- $0
- From related orgs
- $0
- Other
- $41,449
- Hours/week
- 2 + 38 related
-
Dr DUNCAN A MELLICHAMP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David G AdishianDAVID G ADISHIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sarah ArgyropoulosSARAH ARGYROPOULOS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Robert D BallardDR ROBERT D BALLARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Laurie J Bentson KauthLAURIE J BENTSON KAUTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark A BertelsenMARK A BERTELSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Edward E BirchDR EDWARD E BIRCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gwendolyn A BrownGWENDOLYN A BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Paula Y BruiceDR PAULA Y BRUICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Stephen E CooperSTEPHEN E COOPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ann Cady CooperANN CADY COOPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Leonard DebenedictisLEONARD DEBENEDICTIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
William A Dinsmore IIIWILLIAM A DINSMORE III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tunc DolucaTUNC DOLUCA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Diandra De Morrell DouglasDIANDRA DE MORRELL DOUGLAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Robert W DugganROBERT W DUGGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Glenn E DuvalGLENN E DUVAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Betty Elings WellsBETTY ELINGS WELLS
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth GablerELIZABETH GABLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John E GerngrossJOHN E GERNGROSS
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Frederick W GluckFREDERICK W GLUCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marc GrossmanMARC GROSSMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John A GurleyJOHN A GURLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Norman N HabermannNORMAN N HABERMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Eva HallerEVA HALLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Roy C HardimanROY C HARDIMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David R HenkeDAVID R HENKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Judith L HopkinsonJUDITH L HOPKINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
M Blair Hull JrM BLAIR HULL JR
VICE CHAIR, INVSMT TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Peter C JordanoPETER C JORDANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jack W KrouskupJACK W KROUSKUP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Linda La Kretz DuttenhaverLINDA LA KRETZ DUTTENHAVER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
R Marilyn LeeR MARILYN LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John W MarrenJOHN W MARREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kathryn D McKeeKATHRYN D MCKEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Pamela Meyer LopkerPAMELA MEYER LOPKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Louise A PahlLOUISE A PAHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alex N PananidesALEX N PANANIDES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ceil PulitzerCEIL PULITZER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Conner D RehageCONNER D REHAGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Richard Kn RyuDR RICHARD KN RYU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark J SchwartzMARK J SCHWARTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth P SlaughtKENNETH P SLAUGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Phillip L SpectorPHILLIP L SPECTOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Judith C StapelmannJUDITH C STAPELMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael P StewartMICHAEL P STEWART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan S TaiSUSAN S TAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
James S TaylorJAMES S TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Anne Smith TowbesANNE SMITH TOWBES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Claudia L WebsterCLAUDIA L WEBSTER
VICE CHAIR DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 5
-
Howard J WengerHOWARD J WENGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Philip H WhitePHILIP H WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Bruce G WilcoxBRUCE G WILCOX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marie J WilliamsMARIE J WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan L WorsterSUSAN L WORSTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey M Worthe JrJEFFREY M WORTHE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Charles ZegarCHARLES ZEGAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rafael Costas JrRAFAEL COSTAS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Alexander FangDR ALEXANDER FANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lori KonskerLORI KONSKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Fumihiro KozatoFUMIHIRO KOZATO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joel S RaznickJOEL S RAZNICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Huican ZhuHUICAN ZHU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John P ArnholdJOHN P ARNHOLD
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Richard L BreauxRICHARD L BREAUX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marcy L CarseyMARCY L CARSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Steven C MendellSTEVEN C MENDELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael J ByronMICHAEL J BYRON
VICE CHAIR, DONOR RELATIONS
- Total calculated
- $0
- Hours/week
- 5
-
Tina Hansen McEnroeTINA HANSEN MCENROE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan M WilcoxSUSAN M WILCOX
NOMINATIONS
- Total calculated
- $0
- Hours/week
- 2
-
Deanna DehlsenDEANNA DEHLSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Christopher K FletcherCHRISTOPHER K FLETCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Paul A GrazianoPAUL A GRAZIANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Wenbin JiangWENBIN JIANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gene E LucasGENE E LUCAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Bedlam Oak
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Hongjun ZhuHONGJUN ZHU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
William G Cheadle
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Laura M Cox
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
John A Davis Jr
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Jayron J Larijani
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Francesco D Mancia
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Mercedes Milington
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Otieno J Okatch
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
France Winddance Twine
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Lindsey B Wilde
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Shawna Norvelle Wright
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Tessa A Veksler
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Annjulie Vester
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, and on a Form 990-PF Part VIII's — 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 FY24, 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 2023.
- 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
-
UNIVERSITY OF CALIFORNIA SANTA BARBARA
$30,225,632
SCHOLARSHIPS & UNIV PROGRAM SUPPORT
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.
-
UNIVERSITY OF CALIFORNIA SANTA BARBARA
501(C)(3) · EDUC/RESEARCH · CA
Directly controlled by STATE OF CA
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REGENTS OF THE UNIVERSITY OF CALIFORNIA
EDUCATION · CA
Directly controlled by STATE OF CA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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CHARITABLE REMAINDER UNITRUST (4)
TRUST · FUNDRAISING · CA · controlled entity
Directly controlled by NA
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CHARITABLE REMAINDER ANNUITY TRUST
TRUST · FUNDRAISING · CA · controlled entity
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510349349301261
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