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Nonprofiteer
← UC SANTA BARBARA FOUNDATION

Form 990 for tax year 2024

Filed by UC SANTA BARBARA FOUNDATION.

Totals

Total revenue
$106,625,932
Total expenses
$47,378,459
Contributions and grants received
$98,611,720
Grants paid
$45,098,139
Program services expenses (Part IX)
$45,098,139
Management and general expenses
$150,200
Fundraising expenses
$2,130,120
Program service expenses (Part III)
$45,098,139

Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR HENRY T YANG

    Chancellor

    Total calculated
    $806,525
    From this org
    $0
    From related orgs
    $705,316
    Other
    $101,209
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,316 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $75,861 related
    Nontaxable benefits
    $0 + $25,348 related
    Filer's total
    $0 + $806,525 related
  • DR FRANCESCO BULLO

    TRUSTEE (AS OF 7/1/2024)

    Total calculated
    $588,337
    From this org
    $0
    From related orgs
    $525,343
    Other
    $62,994
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $525,343 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,735 related
    Nontaxable benefits
    $0 + $35,259 related
    Filer's total
    $0 + $588,337 related
  • DR DAVID MARSHALL

    TRUSTEE

    Total calculated
    $544,375
    From this org
    $0
    From related orgs
    $516,289
    Other
    $28,086
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $516,289 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,086 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $544,375 related
  • RITA M RALEY

    TRUSTEE (AS OF 7/1/2024)

    Total calculated
    $245,078
    From this org
    $0
    From related orgs
    $217,228
    Other
    $27,850
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,228 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,708 related
    Nontaxable benefits
    $0 + $10,142 related
    Filer's total
    $0 + $245,078 related
  • CHRISTIAN TREITLER

    CFO

    Total calculated
    $233,156
    From this org
    $0
    From related orgs
    $205,892
    Other
    $27,264
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,892 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,122 related
    Nontaxable benefits
    $0 + $10,142 related
    Filer's total
    $0 + $233,156 related
  • SAMANTHA PUTNAM

    TRUSTEE

    Total calculated
    $207,793
    From this org
    $0
    From related orgs
    $174,186
    Other
    $33,607
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,186 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,436 related
    Nontaxable benefits
    $0 + $19,171 related
    Filer's total
    $0 + $207,793 related
  • Michael T Bowers

    Trustee

    Total calculated
    $45,294
    From this org
    $0
    From related orgs
    $0
    Other
    $45,294
    Hours/week
    2 + 38 related
  • DAVID G ADISHIAN

    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
  • 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
  • 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
  • TUNC DOLUCA

    TRUSTEE

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

    TRUSTEE

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

    Trustee

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

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • 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
  • EVA HALLER

    TRUSTEE

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

    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
  • 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
  • JOHN W MARREN

    TRUSTEE

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

    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
  • 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
  • JAMES S TAYLOR

    TRUSTEE

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

    TRUSTEE

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

    Trustee

    Total calculated
    $0
    Hours/week
    2
  • HOWARD J WENGER

    TRUSTEE

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

    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
  • CHARLES ZEGAR

    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
  • RICHARD L BREAUX

    Nominating Chair

    Total calculated
    $0
    Hours/week
    5
  • MARCY L CARSEY

    TRUSTEE

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

    Vice Chair, Governance

    Total calculated
    $0
    Hours/week
    5
  • MICHAEL J BYRON

    Trustee

    Total calculated
    $0
    Hours/week
    2
  • TINA HANSEN MCENROE

    TRUSTEE

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

    Chair

    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

    Secretary (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    5
  • WENBIN JIANG

    TRUSTEE

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

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • HONGJUN 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

    Vice Chair, Donor Relations

    Total calculated
    $0
    Hours/week
    5
  • Francesco D Mancia

    Trustee

    Total calculated
    $0
    Hours/week
    2
  • Mercedes Millington

    Trustee

    Total calculated
    $0
    Hours/week
    2
  • Otieno J Okatch

    Vice Chair, Development

    Total calculated
    $0
    Hours/week
    5
  • Lindsey B Wilde

    Trustee

    Total calculated
    $0
    Hours/week
    2
  • Elizabeth Brand Gabler

    Trustee

    Total calculated
    $0
    Hours/week
    2
  • Nayali Broadway

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • David J Brosnan

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • Mark B Maxson

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • William B Meredith

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • Gustavo Prado Sampaio

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • Laura Snell

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • Marty Stone

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • Barbara Tzur

    Trustee (AS OF 7/1/2024)

    Total calculated
    $0
    Hours/week
    2
  • Robert L Zorich

    Trustee (AS OF 7/1/2024)

    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 FY25, 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 2024.
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
2024
Filed
17 February 2026
IRS schema version
2024v5.2
Source object
202610589349301961

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

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