2026-02-27T16:34:24-06:00 2025-06-30 PWC US TAX LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2024-07-01 237314834 UC SANTA BARBARA FOUNDATION % AMANDA CHRISTENSEN UCSA 8058933100 UNIVERSITY OF CALIFORNIA SANTA BARBARA CA 931061130 CHRISTIAN TREITLER CFO 8058935594 2026-02-17 true true ERICA R MCREYNOLDS PARTNER P00977806 2673303000 2026-02-17 2024 2025-03-06 01:10:19Z CHRISTIAN TREITLER UNIVERSITY OF CALIFORNIA SANTA BARBARA CA 931061130 209068561 false X https://giving.ucsb.edu/ucsb-foundation X 1973 CA To advance UC Santa Barbara's capacity to educate future generations, unlock new discoveries, and enrich California and the world. 82 75 0 75 0 0 60061961 98611720 0 0 5276087 8013979 157 233 65338205 106625932 30225632 45098139 0 0 0 0 0 0 2130120 1749486 2280320 31975118 47378459 33363087 59247473 515185241 619874994 26798483 27027292 488386758 592847702 X 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. false false 34563737 34563737 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. 6203388 6203388 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. 4331014 4331014 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. 45098139 true true false false false false false false false true false true false false true false true true false false false false false false false false false true false true false false false false false false false false true false false false false true false false false true 3 0 true 0 true true false false false false false false false false false false false X 82 75 false false false false false false false true true false false true true true true true true false false false CA X X AMANDA CHRISTENSEN 8058933100 1117 PHELPS HALL UC SANTA BARBARA CA 931061130 DR HENRY T YANG Chancellor 2.0 38.0 X 0 705316 101209 DR FRANCESCO BULLO TRUSTEE (AS OF 7/1/2024) 2.0 38.0 X 0 525343 62994 DR DAVID MARSHALL TRUSTEE 2.0 38.0 X 0 516289 28086 RITA M RALEY TRUSTEE (AS OF 7/1/2024) 2.0 38.0 X 0 217228 27850 CHRISTIAN TREITLER CFO 32.0 8.0 X X 0 205892 27264 SAMANTHA PUTNAM TRUSTEE 2.0 38.0 X 0 174186 33607 Michael T Bowers Trustee 2.0 38.0 X 0 0 45294 DAVID G ADISHIAN TRUSTEE 2.0 0.0 X 0 0 0 DR ROBERT D BALLARD TRUSTEE 2.0 0.0 X 0 0 0 LAURIE J BENTSON KAUTH TRUSTEE 2.0 0.0 X 0 0 0 DR EDWARD E BIRCH TRUSTEE 2.0 0.0 X 0 0 0 GWENDOLYN A BROWN TRUSTEE 2.0 0.0 X 0 0 0 DR PAULA Y BRUICE TRUSTEE 2.0 0.0 X 0 0 0 STEPHEN E COOPER TRUSTEE 2.0 0.0 X 0 0 0 ANN CADY COOPER TRUSTEE 2.0 0.0 X 0 0 0 LEONARD DEBENEDICTIS TRUSTEE 2.0 0.0 X 0 0 0 TUNC DOLUCA TRUSTEE 2.0 0.0 X 0 0 0 ROBERT W DUGGAN TRUSTEE 2.0 0.0 X 0 0 0 BETTY ELINGS WELLS Trustee 2.0 0.0 X 0 0 0 JOHN E GERNGROSS TRUSTEE 2.0 0.0 X 0 0 0 FREDERICK W GLUCK TRUSTEE 2.0 0.0 X 0 0 0 MARC GROSSMAN TRUSTEE 2.0 0.0 X 0 0 0 JOHN A GURLEY TRUSTEE 2.0 0.0 X 0 0 0 EVA HALLER TRUSTEE 2.0 0.0 X 0 0 0 DAVID R HENKE TRUSTEE 2.0 0.0 X 0 0 0 JUDITH L HOPKINSON TRUSTEE 2.0 0.0 X 0 0 0 M BLAIR HULL JR VICE CHAIR, INVSMT TREASURER 5.0 0.0 X X 0 0 0 JACK W KROUSKUP TRUSTEE 2.0 0.0 X 0 0 0 LINDA LA KRETZ DUTTENHAVER TRUSTEE 2.0 0.0 X 0 0 0 R MARILYN LEE TRUSTEE 2.0 0.0 X 0 0 0 JOHN W MARREN TRUSTEE 2.0 0.0 X 0 0 0 KATHRYN D MCKEE TRUSTEE 2.0 0.0 X 0 0 0 LOUISE A PAHL TRUSTEE 2.0 0.0 X 0 0 0 ALEX N PANANIDES TRUSTEE 2.0 0.0 X 0 0 0 CEIL PULITZER TRUSTEE 2.0 0.0 X 0 0 0 DR RICHARD KN RYU TRUSTEE 2.0 0.0 X 0 0 0 MARK J SCHWARTZ TRUSTEE 2.0 0.0 X 0 0 0 KENNETH P SLAUGHT TRUSTEE 2.0 0.0 X 0 0 0 JAMES S TAYLOR TRUSTEE 2.0 0.0 X 0 0 0 ANNE SMITH TOWBES TRUSTEE 2.0 0.0 X 0 0 0 CLAUDIA L WEBSTER Trustee 2.0 0.0 X 0 0 0 HOWARD J WENGER TRUSTEE 2.0 0.0 X 0 0 0 PHILIP H WHITE TRUSTEE 2.0 0.0 X 0 0 0 MARIE J WILLIAMS TRUSTEE 2.0 0.0 X 0 0 0 SUSAN L WORSTER TRUSTEE 2.0 0.0 X 0 0 0 CHARLES ZEGAR TRUSTEE 2.0 0.0 X 0 0 0 RAFAEL COSTAS JR TRUSTEE 2.0 0.0 X 0 0 0 DR ALEXANDER FANG TRUSTEE 2.0 0.0 X 0 0 0 LORI KONSKER TRUSTEE 2.0 0.0 X 0 0 0 FUMIHIRO KOZATO TRUSTEE 2.0 0.0 X 0 0 0 JOEL S RAZNICK TRUSTEE 2.0 0.0 X 0 0 0 HUICAN ZHU TRUSTEE 2.0 0.0 X 0 0 0 RICHARD L BREAUX Nominating Chair 5.0 0.0 X X 0 0 0 MARCY L CARSEY TRUSTEE 2.0 0.0 X 0 0 0 STEVEN C MENDELL Vice Chair, Governance 5.0 0.0 X X 0 0 0 MICHAEL J BYRON Trustee 2.0 0.0 X 0 0 0 TINA HANSEN MCENROE TRUSTEE 2.0 0.0 X 0 0 0 SUSAN M WILCOX Chair 5.0 0.0 X X 0 0 0 DEANNA DEHLSEN TRUSTEE 2.0 0.0 X 0 0 0 CHRISTOPHER K FLETCHER TRUSTEE 2.0 0.0 X 0 0 0 PAUL A GRAZIANO Secretary (AS OF 7/1/2024) 5.0 0.0 X X 0 0 0 WENBIN JIANG TRUSTEE 2.0 0.0 X 0 0 0 GENE E LUCAS TRUSTEE 2.0 0.0 X 0 0 0 HONGJUN ZHU TRUSTEE 2.0 0.0 X 0 0 0 William G Cheadle Trustee 2.0 0.0 X 0 0 0 Laura M Cox Trustee 2.0 0.0 X 0 0 0 John A Davis Jr Trustee 2.0 0.0 X 0 0 0 Jayron J Larijani Vice Chair, Donor Relations 5.0 0.0 X X 0 0 0 Francesco D Mancia Trustee 2.0 0.0 X 0 0 0 Mercedes Millington Trustee 2.0 0.0 X 0 0 0 Otieno J Okatch Vice Chair, Development 5.0 0.0 X X 0 0 0 Lindsey B Wilde Trustee 2.0 0.0 X 0 0 0 Elizabeth Brand Gabler Trustee 2.0 0.0 X 0 0 0 Nayali Broadway Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 David J Brosnan Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 Mark B Maxson Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 William B Meredith Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 Gustavo Prado Sampaio Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 Laura Snell Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 Marty Stone Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 Barbara Tzur Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 Robert L Zorich Trustee (AS OF 7/1/2024) 2.0 0.0 X 0 0 0 0 2344254 326304 0 false true false 0 98611720 47310839 98611720 0 7937299 7937299 0 233 233 0 0 0 102519309 102442629 76680 76680 76680 0 0 0 0 0 0 0 0 0 0 106625932 0 0 8014212 45098139 45098139 0 0 0 0 0 0 0 0 0 0 0 25540 25540 0 0 61028 61028 0 0 29214 29214 32401 32401 0 0 0 0 0 0 0 0 0 DEVELOPMENT OFFICE 2130120 2130120 MISCELLANEOUS 2017 2017 47378459 45098139 150200 2130120 X 163385 273423 589025 213034 27781081 25996039 1946000 585850 0 0 0 0 0 0 0 0 0 0 0 0 437860686 522177940 46845060 70628704 0 0 0 0 4 4 515185241 619874994 13098 380102 0 0 11713595 13509721 0 0 0 0 0 0 0 0 0 0 15071790 13137469 26798483 27027292 X 0 0 0 0 488386758 592847702 488386758 592847702 515185241 619874994 59247473 45213471 X false true X true false X 36136221 32126877 35324027 60061961 98611720 262260806 0 0 36136221 32126877 35324027 60061961 98611720 262260806 35249810 227010996 2446144 1644804 4747095 5259731 7937532 22035306 0 127410 127410 284423522 0.79814 0.88020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 444044948 76716749 57115780 2924385 17043503 1432251 556477338 380472520 33518623 41556545 2851453 7782890 868399 444044946 352375985 17189979 26251923 2925895 11463514 955958 380472520 377817408 13558064 -28258055 1929331 8015714 796387 352375985 278285263 19153707 89346082 1716090 6408365 843189 377817408 0.28000 0.46000 0.26000 false true true HEDGE FUNDS 26258 F PRIVATE EQUITY 1992138 F UC REGENTS STIP 64253664 F CHARIT RMDR TRUST INVST HELD 4356644 F 70628704 0 CHARITABLE REMAINDER TRUST 4356644 ANNUITY TRUST LIABILITY 8780825 13137469 151778375 45213471 45213471 106564904 61028 61028 106625932 47317431 47317431 61028 61028 47378459 ENDOWMENT FUNDS DETAIL SCHEDULE D, PART V, LINES 3A & 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO FURTHER THE GOALS OF THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA BY PROVIDING FUNDING FOR SCHOLARSHIPS, ACADEMIC RESEARCH AND OTHER PROGRAMS OF THE UNIVERSITY. FIN 48 (ASC 740) SCHEDULE D, PART X, LINE 2 THE FOUNDATION PREPARES ITS FINANCIAL STATEMENTS IN ACCORDANCE WITH GASB; THEREFORE THERE IS NO FOOTNOTE THAT ADDRESSES ASC 740. IT IS ONLY REQUIRED BY FASB. true UNIVERSITY OF CALIFORNIA SANTA BARBARA 3201 SAASB SANTA BARBARA CA 931062040 956006145 501(C)(3) 45098139 N/A N/A SCHOLARSHIPS & UNIV PROGRAM SUPPORT 1 MONITORING USE OF GRANT FUNDS SCHEDULE I, PART 1, LINE 2 THE FOUNDATION TRANSFERS MONIES TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA, WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT. CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. false false false false false false false false false DR DAVID MARSHALL TRUSTEE 0 516289 0 0 0 0 0 28086 0 0 0 544375 0 0 DR HENRY T YANG Chancellor 0 705316 0 0 0 0 0 75861 0 25348 0 806525 0 0 CHRISTIAN TREITLER CFO 0 205892 0 0 0 0 0 17122 0 10142 0 233156 0 0 SAMANTHA PUTNAM TRUSTEE 0 174186 0 0 0 0 0 14436 0 19171 0 207793 0 0 RITA M RALEY TRUSTEE (AS OF 7/1/2024) 0 217228 0 0 0 0 0 17708 0 10142 0 245078 0 0 DR FRANCESCO BULLO TRUSTEE (AS OF 7/1/2024) 0 525343 0 0 0 0 0 27735 0 35259 0 588337 0 0 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. X 76 46824936 HIGH LOW AVG ON GIFT false true false NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. PROCESS OF REVIEW FORM 990, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. A COMPLETE COPY IS DISTRIBUTED TO THE FULL BOARD AFTER THE AUDIT COMMITTEE APPROVAL AND BEFORE THE FORM IS FILED WITH THE IRS. MONITORING & ENFORCING COMPLIANCE OF CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS, AN INTERESTED PERSON (E.G. BOARD MEMBER, OFFICER OR KEY EMPLOYEE), MUST DISCLOSE, AT LEAST ANNUALLY, THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. TO FACILITATE CONFLICT OF INTEREST DISCLOSURE, THE FOUNDATION ANNUALLY DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO ALL INTERESTED PERSONS. COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE FOUNDATION'S ASSISTANT DIRECTOR FOR ANY POTENTIAL DISCLOSED OR UNDISCLOSED CONFLICTS. IF A CONFLICT IS DISCLOSED,THE ASSISTANT DIRECTOR REVIEWS THE FINDING WITH THE CFO (DIRECTOR). IF THE CONFLICT IS CONFIRMED,THE CFO NOTIFIES THE BOARD CHAIR AND THE POLICY REGARDING A CONFLICT OF INTEREST IS INVOKED. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE TRUSTEE OR OFFICER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE INTERESTED PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. PROCESS OF DETERMINING COMPENSATION OF THE CEO AND OTHER OFFICERS FORM 990, PART VI, LINES 15A & 15B THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES AND NO OFFICERS OR OTHER EMPLOYEES RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION (E.G., THE FOUNDATION). DURING FYE 6/30/2025, ALL ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA, A RELATED ORGANIZATION, AND ARE COMPENSATED BY THAT RELATED ORGANIZATION. SENIOR MANAGEMENT, INCLUDING THE CHANCELLOR, ARE COMPENSATED IN ACCORDANCE WITH UNIVERSITY OF CALIFORNIA REGENTS POLICY 7701. A NUMBER OF FACTORS ARE CONSIDERED TO DETERMINE FAIR AND REASONABLE COMPENSATION INCLUDING: PERFORMANCE, PEER COMPARABILITY, EXTERNAL MARKET COMPARABILITY, SCOPE AND BREADTH OF EXPERIENCE AND RESPONSIBILITIES. COMPENSATION OF THE CHANCELLOR IS APPROVED BY THE REGENTS. AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. UNIVERSITY OF CALIFORNIA SANTA BARBARA UNIVERSITY OF CALIFORNIA SANTA BARBARA CA 93106 956006145 EDUC/RESEARCH CA 501(C)(3) 6 STATE OF CA false REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 943067788 EDUCATION CA STATE OF CA false CHARITABLE REMAINDER UNITRUST (4) FUNDRAISING CA NA TRUST true CHARITABLE REMAINDER ANNUITY TRUST FUNDRAISING CA NA TRUST true false true false false false false false false false false false false true true true true false false false RELATED ORGANIZATIONS SCHEDULE R, PART VII - RELATED ORGANIZATIONS DUE TO THE INCREASINGLY COMPLEX ORGANIZATION STRUCTURE OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AND AFFILIATES, UC SANTA BARBARA FOUNDATION HAS ELECTED TO REPORT ALL ORGANIZATIONS WITHIN THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AS RELATED, REGARDLESS OF OWNERSHIP INTEREST OR "CONTROL" AS DEFINED BY THE INSTRUCTIONS TO SCHEDULE R. THE INTENT OF THIS REPORTING IS TO PROMOTE TRANSPARENCY AND INCREASE CONSISTENCY ACROSS THE NUMEROUS FORM 990 SUBMISSIONS BY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.