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Nonprofit · EIN 23-7314834

UC SANTA BARBARA FOUNDATION

Tax-exempt · SANTA BARBARA, CA 93106

Financials

$65.3M$32M2023$106.6M$47.4M2024
Revenue Expenses · by fiscal year end
Financials of UC SANTA BARBARA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$106,625,932$47,378,459$59,247,473$619,874,994$27,027,292$592,847,702
June 30, 2024990$65,338,205$31,975,118$33,363,087$515,185,241$26,798,483$488,386,758
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$98,611,720
Program service revenue
$0
Investment income
$8,013,979
Royalties
$233
Net gain from sales of assets
$76,680
Other revenue
$233

Expenses

Grants and similar amounts paid
$45,098,139
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$25,540
Program services (functional)
$45,098,139
Management and general (functional)
$150,200
Fundraising (functional)
$2,130,120

Balance sheet and other

Total assets, start of year
$515,185,241
Total assets, end of year
$619,874,994
Total liabilities, end of year
$27,027,292
Net assets, end of year
$592,847,702
Publicly traded securities
$522,177,940
Gross receipts
$209,068,561
Employees
0
Volunteers
75
Year formed
1973
State of legal domicile
CA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DR HENRY T YANGChancellor
Trustee or director
2$0$705,316$101,209
DR FRANCESCO BULLOTRUSTEE (AS OF 7/1/2024)
Trustee or director
2$0$525,343$62,994
DR DAVID MARSHALLTRUSTEE
Trustee or director
2$0$516,289$28,086
RITA M RALEYTRUSTEE (AS OF 7/1/2024)
Trustee or director
2$0$217,228$27,850
CHRISTIAN TREITLERCFO
Trustee or director, Officer
32$0$205,892$27,264
SAMANTHA PUTNAMTRUSTEE
Trustee or director
2$0$174,186$33,607
Michael T BowersTrustee
Trustee or director
2$0$0$45,294
DAVID G ADISHIANTRUSTEE
Trustee or director
2$0$0$0
DR ROBERT D BALLARDTRUSTEE
Trustee or director
2$0$0$0
LAURIE J BENTSON KAUTHTRUSTEE
Trustee or director
2$0$0$0
DR EDWARD E BIRCHTRUSTEE
Trustee or director
2$0$0$0
GWENDOLYN A BROWNTRUSTEE
Trustee or director
2$0$0$0
DR PAULA Y BRUICETRUSTEE
Trustee or director
2$0$0$0
STEPHEN E COOPERTRUSTEE
Trustee or director
2$0$0$0
ANN CADY COOPERTRUSTEE
Trustee or director
2$0$0$0
67 more people on this return
NameTitleHours / weekCompensation
LEONARD DEBENEDICTISTRUSTEE
Trustee or director
2$0
TUNC DOLUCATRUSTEE
Trustee or director
2$0
ROBERT W DUGGANTRUSTEE
Trustee or director
2$0
BETTY ELINGS WELLSTrustee
Trustee or director
2$0
JOHN E GERNGROSSTRUSTEE
Trustee or director
2$0
FREDERICK W GLUCKTRUSTEE
Trustee or director
2$0
MARC GROSSMANTRUSTEE
Trustee or director
2$0
JOHN A GURLEYTRUSTEE
Trustee or director
2$0
EVA HALLERTRUSTEE
Trustee or director
2$0
DAVID R HENKETRUSTEE
Trustee or director
2$0
JUDITH L HOPKINSONTRUSTEE
Trustee or director
2$0
M BLAIR HULL JRVICE CHAIR, INVSMT TREASURER
Trustee or director, Officer
5$0
JACK W KROUSKUPTRUSTEE
Trustee or director
2$0
LINDA LA KRETZ DUTTENHAVERTRUSTEE
Trustee or director
2$0
R MARILYN LEETRUSTEE
Trustee or director
2$0
JOHN W MARRENTRUSTEE
Trustee or director
2$0
KATHRYN D MCKEETRUSTEE
Trustee or director
2$0
LOUISE A PAHLTRUSTEE
Trustee or director
2$0
ALEX N PANANIDESTRUSTEE
Trustee or director
2$0
CEIL PULITZERTRUSTEE
Trustee or director
2$0
DR RICHARD KN RYUTRUSTEE
Trustee or director
2$0
MARK J SCHWARTZTRUSTEE
Trustee or director
2$0
KENNETH P SLAUGHTTRUSTEE
Trustee or director
2$0
JAMES S TAYLORTRUSTEE
Trustee or director
2$0
ANNE SMITH TOWBESTRUSTEE
Trustee or director
2$0
CLAUDIA L WEBSTERTrustee
Trustee or director
2$0
HOWARD J WENGERTRUSTEE
Trustee or director
2$0
PHILIP H WHITETRUSTEE
Trustee or director
2$0
MARIE J WILLIAMSTRUSTEE
Trustee or director
2$0
SUSAN L WORSTERTRUSTEE
Trustee or director
2$0
CHARLES ZEGARTRUSTEE
Trustee or director
2$0
RAFAEL COSTAS JRTRUSTEE
Trustee or director
2$0
DR ALEXANDER FANGTRUSTEE
Trustee or director
2$0
LORI KONSKERTRUSTEE
Trustee or director
2$0
FUMIHIRO KOZATOTRUSTEE
Trustee or director
2$0
JOEL S RAZNICKTRUSTEE
Trustee or director
2$0
HUICAN ZHUTRUSTEE
Trustee or director
2$0
RICHARD L BREAUXNominating Chair
Trustee or director, Officer
5$0
MARCY L CARSEYTRUSTEE
Trustee or director
2$0
STEVEN C MENDELLVice Chair, Governance
Trustee or director, Officer
5$0
MICHAEL J BYRONTrustee
Trustee or director
2$0
TINA HANSEN MCENROETRUSTEE
Trustee or director
2$0
SUSAN M WILCOXChair
Trustee or director, Officer
5$0
DEANNA DEHLSENTRUSTEE
Trustee or director
2$0
CHRISTOPHER K FLETCHERTRUSTEE
Trustee or director
2$0
PAUL A GRAZIANOSecretary (AS OF 7/1/2024)
Trustee or director, Officer
5$0
WENBIN JIANGTRUSTEE
Trustee or director
2$0
GENE E LUCASTRUSTEE
Trustee or director
2$0
HONGJUN ZHUTRUSTEE
Trustee or director
2$0
William G CheadleTrustee
Trustee or director
2$0
Laura M CoxTrustee
Trustee or director
2$0
John A Davis JrTrustee
Trustee or director
2$0
Jayron J LarijaniVice Chair, Donor Relations
Trustee or director, Officer
5$0
Francesco D ManciaTrustee
Trustee or director
2$0
Mercedes MillingtonTrustee
Trustee or director
2$0
Otieno J OkatchVice Chair, Development
Trustee or director, Officer
5$0
Lindsey B WildeTrustee
Trustee or director
2$0
Elizabeth Brand GablerTrustee
Trustee or director
2$0
Nayali BroadwayTrustee (AS OF 7/1/2024)
Trustee or director
2$0
David J BrosnanTrustee (AS OF 7/1/2024)
Trustee or director
2$0
Mark B MaxsonTrustee (AS OF 7/1/2024)
Trustee or director
2$0
William B MeredithTrustee (AS OF 7/1/2024)
Trustee or director
2$0
Gustavo Prado SampaioTrustee (AS OF 7/1/2024)
Trustee or director
2$0
Laura SnellTrustee (AS OF 7/1/2024)
Trustee or director
2$0
Marty StoneTrustee (AS OF 7/1/2024)
Trustee or director
2$0
Barbara TzurTrustee (AS OF 7/1/2024)
Trustee or director
2$0
Robert L ZorichTrustee (AS OF 7/1/2024)
Trustee or director
2$0
990 for the year ended June 30, 2024: 95 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DR HENRY T YANGTRUSTEE
Trustee or director
2$0$639,714$91,222
SUSANNAH SCOTTTRUSTEE
Trustee or director
2$0$460,803$49,491
DR DAVID MARSHALLTRUSTEE
Trustee or director
2$0$455,397$26,683
CHRISTIAN TREITLERCFO
Trustee or director, Officer
8$0$196,942$32,409
SAMANTHA PUTNAMTRUSTEE
Trustee or director
2$0$158,121$30,428
Michael T BowersTrustee
Trustee or director
2$0$0$41,449
Dr DUNCAN A MELLICHAMPTRUSTEE
Trustee or director
2$0$0$0
DAVID G ADISHIANTRUSTEE
Trustee or director
2$0$0$0
SARAH ARGYROPOULOSTRUSTEE
Trustee or director
2$0$0$0
DR ROBERT D BALLARDTRUSTEE
Trustee or director
2$0$0$0
LAURIE J BENTSON KAUTHTRUSTEE
Trustee or director
2$0$0$0
MARK A BERTELSENTRUSTEE
Trustee or director
2$0$0$0
DR EDWARD E BIRCHTRUSTEE
Trustee or director
2$0$0$0
GWENDOLYN A BROWNTRUSTEE
Trustee or director
2$0$0$0
DR PAULA Y BRUICETRUSTEE
Trustee or director
2$0$0$0
STEPHEN E COOPERTRUSTEE
Trustee or director
2$0$0$0
ANN CADY COOPERTRUSTEE
Trustee or director
2$0$0$0
LEONARD DEBENEDICTISTRUSTEE
Trustee or director
2$0$0$0
WILLIAM A DINSMORE IIITRUSTEE
Trustee or director
2$0$0$0
TUNC DOLUCATRUSTEE
Trustee or director
2$0$0$0
DIANDRA DE MORRELL DOUGLASTRUSTEE
Trustee or director
2$0$0$0
ROBERT W DUGGANTRUSTEE
Trustee or director
2$0$0$0
GLENN E DUVALTRUSTEE
Trustee or director
2$0$0$0
BETTY ELINGS WELLSIMMEDIATE PAST CHAIR
Trustee or director, Officer
2$0$0$0
ELIZABETH GABLERTRUSTEE
Trustee or director
2$0$0$0
JOHN E GERNGROSSSECRETARY
Trustee or director, Officer
5$0$0$0
FREDERICK W GLUCKTRUSTEE
Trustee or director
2$0$0$0
MARC GROSSMANTRUSTEE
Trustee or director
2$0$0$0
JOHN A GURLEYTRUSTEE
Trustee or director
2$0$0$0
NORMAN N HABERMANNTRUSTEE
Trustee or director
2$0$0$0
EVA HALLERTRUSTEE
Trustee or director
2$0$0$0
ROY C HARDIMANTRUSTEE
Trustee or director
2$0$0$0
DAVID R HENKETRUSTEE
Trustee or director
2$0$0$0
JUDITH L HOPKINSONTRUSTEE
Trustee or director
2$0$0$0
M BLAIR HULL JRVICE CHAIR, INVSMT TREASURER
Trustee or director, Officer
5$0$0$0
PETER C JORDANOTRUSTEE
Trustee or director
2$0$0$0
JACK W KROUSKUPTRUSTEE
Trustee or director
2$0$0$0
LINDA LA KRETZ DUTTENHAVERTRUSTEE
Trustee or director
2$0$0$0
R MARILYN LEETRUSTEE
Trustee or director
2$0$0$0
JOHN W MARRENTRUSTEE
Trustee or director
2$0$0$0
KATHRYN D MCKEETRUSTEE
Trustee or director
2$0$0$0
PAMELA MEYER LOPKERTRUSTEE
Trustee or director
2$0$0$0
LOUISE A PAHLTRUSTEE
Trustee or director
2$0$0$0
ALEX N PANANIDESTRUSTEE
Trustee or director
2$0$0$0
CEIL PULITZERTRUSTEE
Trustee or director
2$0$0$0
CONNER D REHAGETRUSTEE
Trustee or director
2$0$0$0
DR RICHARD KN RYUTRUSTEE
Trustee or director
2$0$0$0
MARK J SCHWARTZTRUSTEE
Trustee or director
2$0$0$0
KENNETH P SLAUGHTTRUSTEE
Trustee or director
2$0$0$0
PHILLIP L SPECTORTRUSTEE
Trustee or director
2$0$0$0
JUDITH C STAPELMANNTRUSTEE
Trustee or director
2$0$0$0
MICHAEL P STEWARTTRUSTEE
Trustee or director
2$0$0$0
SUSAN S TAITRUSTEE
Trustee or director
2$0$0$0
JAMES S TAYLORTRUSTEE
Trustee or director
2$0$0$0
ANNE SMITH TOWBESTRUSTEE
Trustee or director
2$0$0$0
CLAUDIA L WEBSTERVICE CHAIR DEVELOPMENT
Trustee or director, Officer
5$0$0$0
HOWARD J WENGERTRUSTEE
Trustee or director
2$0$0$0
PHILIP H WHITETRUSTEE
Trustee or director
2$0$0$0
BRUCE G WILCOXTRUSTEE
Trustee or director
2$0$0$0
MARIE J WILLIAMSTRUSTEE
Trustee or director
2$0$0$0
SUSAN L WORSTERTRUSTEE
Trustee or director
2$0$0$0
JEFFREY M WORTHE JRTRUSTEE
Trustee or director
2$0$0$0
CHARLES ZEGARTRUSTEE
Trustee or director
2$0$0$0
RAFAEL COSTAS JRTRUSTEE
Trustee or director
2$0$0$0
DR ALEXANDER FANGTRUSTEE
Trustee or director
2$0$0$0
LORI KONSKERTRUSTEE
Trustee or director
2$0$0$0
FUMIHIRO KOZATOTRUSTEE
Trustee or director
2$0$0$0
JOEL S RAZNICKTRUSTEE
Trustee or director
2$0$0$0
HUICAN ZHUTRUSTEE
Trustee or director
2$0$0$0
JOHN P ARNHOLDCHAIR
Trustee or director, Officer
5$0$0$0
RICHARD L BREAUXTRUSTEE
Trustee or director
2$0$0$0
MARCY L CARSEYTRUSTEE
Trustee or director
2$0$0$0
STEVEN C MENDELLTRUSTEE
Trustee or director
2$0$0$0
MICHAEL J BYRONVICE CHAIR, DONOR RELATIONS
Trustee or director, Officer
5$0$0$0
TINA HANSEN MCENROETRUSTEE
Trustee or director
2$0$0$0
SUSAN M WILCOXNOMINATIONS
Trustee or director
2$0$0$0
DEANNA DEHLSENTRUSTEE
Trustee or director
2$0$0$0
CHRISTOPHER K FLETCHERTRUSTEE
Trustee or director
2$0$0$0
PAUL A GRAZIANOTRUSTEE
Trustee or director
2$0$0$0
WENBIN JIANGTRUSTEE
Trustee or director
2$0$0$0
GENE E LUCASTRUSTEE
Trustee or director
2$0$0$0
Bedlam OakTRUSTEE
Trustee or director
2$0$0$0
HONGJUN ZHUTRUSTEE
Trustee or director
2$0$0$0
William G CheadleTrustee
Trustee or director
2$0$0$0
Laura M CoxTrustee
Trustee or director
2$0$0$0
John A Davis JrTrustee
Trustee or director
2$0$0$0
Jayron J LarijaniTrustee
Trustee or director
2$0$0$0
Francesco D ManciaTrustee
Trustee or director
2$0$0$0
Mercedes MilingtonTrustee
Trustee or director
2$0$0$0
Otieno J OkatchTrustee
Trustee or director
2$0$0$0
France Winddance TwineTrustee
Trustee or director
2$0$0$0
Lindsey B WildeTrustee
Trustee or director
2$0$0$0
Shawna Norvelle WrightTrustee
Trustee or director
2$0$0$0
Tessa A VekslerTrustee
Trustee or director
2$0$0$0
Annjulie VesterTrustee
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
UNIVERSITY OF CALIFORNIA, SANTA BARBARA, CA 93106-1130
In care of
% AMANDA CHRISTENSEN
Principal officer (990 for 2024)
CHRISTIAN TREITLER, UNIVERSITY OF CALIFORNIA, SANTA BARBARA, CA 931061130
Signed the 990
CHRISTIAN TREITLER, CFO
Phone
(805) 893-3100
Return prepared by
PWC US TAX LLP

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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 $34,563,737 · grants $34,563,737
  • 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 $6,203,388 · grants $6,203,388
  • 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 $4,331,014 · grants $4,331,014

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7314834
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization supporting a government college or university
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1974
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B114)
Assets (IRS master file)
$619,874,994
Income (IRS master file)
$209,068,561

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990-TJune 2025–––IRS
990June 2024–––IRS
990-TJune 2024–––IRS
990June 2023$40,009,959$35,122,690$439,861,137IRS
990-TJune 2023–––IRS
990June 2022$33,783,675$27,276,810$415,056,414IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about UC SANTA BARBARA FOUNDATION

What is the EIN of UC SANTA BARBARA FOUNDATION?
The employer identification number (EIN) of UC SANTA BARBARA FOUNDATION is 23-7314834.
Is UC SANTA BARBARA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to UC SANTA BARBARA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UC SANTA BARBARA FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UC SANTA BARBARA FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UC SANTA BARBARA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UC SANTA BARBARA FOUNDATION?
The 990 for the year ended June 30, 2025 names CHRISTIAN TREITLER.
Who are the officers and directors of UC SANTA BARBARA FOUNDATION?
The 990 for the year ended June 30, 2025 lists 82 people; 0 received compensation from the organization.
How much revenue does UC SANTA BARBARA FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $106,625,932, expenses of $47,378,459 and total assets of $619,874,994 at year end.

Other nonprofits in SANTA BARBARA

All nonprofits in SANTA BARBARA · California · Education