2016-01-29T14:13:17-06:00 2015-06-30 KPMG LLP 550 S Hope St Suite 1500 Los Angeles CA 90071 990 2014-07-01 237314834 UC SANTA BARBARA FOUNDATION % MELODIE LEE UCSB FDN UCSA 8058938585 UNIVERSITY OF CALIFORNIA SANTA BARBARA CA 931061130 ERIC J SONQUIST CFO 8058938585 2016-01-26 true CAREY MCKEE P01281067 2139724000 2014 2016-04-25 22:37:26Z ERIC J SONQUIST 4219 CHEADLE HALL UC SANTA BARBARA CA 931062013 33161712 false X WWW.IA.UCSB.EDU/UCSB-FOUNDATION X 1973 CA THE UC SANTA BARBARA FOUNDATION IS A NON-PROFIT, PUBLIC-BENEFIT CORPORATION ORGANIZED TO RAISE, ACCEPT, AND ADMINISTER PRIVATE GIFTS AND GRANTS TO UC SANTA BARBARA. 96 86 0 96 13430 20091571 20448990 0 0 2411943 2623906 4183 38908 22507697 23111804 15540822 15674933 0 0 0 0 0 0 1298547 2335919 2054246 17876741 17729179 4630956 5382625 168045581 174348514 4357865 5323774 163687716 169024740 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 11791559 11791559 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. 2011112 2011112 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. 1872262 1872262 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. 15674933 true true false false false false false false false true true true false true 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 10 0 true 0 true true false false false false false false false false false X 96 86 true false false false false false false true true false false true true true true true true false false false CA X X MELODIE LEE UCSB FDN 8058935274 1110 PHELPS UCSB SANTA BARBARA CA 93106 MARCIA L CARSEY CHAIR 5.0 0.0 X X 0 0 0 BRUCE WILCOX VICE CHAIR - NOMINATIONS 5.0 0.0 X X 0 0 0 MARK A BERTELSEN VICE CHAIR - DEVELOPMENT 5.0 0.0 X X 0 0 0 JOHN P ARNHOLD VICE CHAIR - INVST & TREASURER 5.0 0.0 X X 0 0 0 MARIE J WILLIAMS VICE CHAIR - DONOR RELATIONS 5.0 0.0 X X 0 0 0 BEVERLY J COLGATE EXECUTIVE DIRECTOR 2.0 38.0 X X 0 182090 85857 ERIC J SONQUIST CHIEF FINANCIAL OFFICER 8.0 32.0 X X 0 149142 76663 SUSAN WORSTER SECRETARY 5.0 0.0 X X 0 0 0 DAVID G ADISHIAN TRUSTEE 2.0 0.0 X 0 0 0 JANET A ALPERT TRUSTEE 2.0 0.0 X 0 0 0 SARAH ARGYROPOULOUS TRUSTEE 2.0 0.0 X 0 0 0 RICHARD A AUHLL TRUSTEE 2.0 0.0 X 0 0 0 DR ROBERT B BALLARD TRUSTEE 2.0 0.0 X 0 0 0 BARRIE BERGMAN TRUSTEE 2.0 0.0 X 0 0 0 KUM-KUM BHAVNANI TRUSTEE 2.0 38.0 X 0 196687 72515 EDWARD E BIRCH TRUSTEE 2.0 0.0 X 0 0 0 RICHARD BREAUX TRUSTEE 2.0 0.0 X 0 0 0 GWENDOLYN A BROWN TRUSTEE 2.0 0.0 X 0 0 0 PAULA BRUICE TRUSTEE 2.0 38.0 X 0 0 38729 DANIEL P BURNHAM TRUSTEE 2.0 0.0 X 0 0 0 JANET L CAMPBELL TRUSTEE 2.0 0.0 X 0 0 0 ANN CADY COOPER TRUSTEE 2.0 0.0 X 0 0 0 STEPHEN COOPER TRUSTEE 2.0 0.0 X 0 0 0 KAREN B COYNE TRUSTEE 2.0 0.0 X 0 0 0 STEPHEN CROWE TRUSTEE 2.0 0.0 X 0 0 0 DEANNA C DEHLSEN TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM A DINSMORE III TRUSTEE 2.0 0.0 X 0 0 0 DIANDRA DE MORRELL DOUGLAS TRUSTEE 2.0 0.0 X 0 0 0 ROBERT W DUGGAN TRUSTEE 2.0 0.0 X 0 0 0 GLENN DUVAL TRUSTEE 2.0 0.0 X 0 0 0 GARY E ERICKSON TRUSTEE 2.0 0.0 X 0 0 0 SCOTT FRANK TRUSTEE 2.0 0.0 X 0 0 0 ELIZABETH A GABLER TRUSTEE 2.0 0.0 X 0 0 0 MARILYN GEVIRTZ 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 ALEXANDRA R GUTHY TRUSTEE (THROUGH 6/30/15) 2.0 0.0 X 0 0 0 NORMAN N HABERMANN TRUSTEE 2.0 0.0 X 0 0 0 EVA HALLER TRUSTEE 2.0 0.0 X 0 0 0 ROY C HARDIMAN TRUSTEE 2.0 0.0 X 0 0 0 THOMAS J HARRIMAN TRUSTEE 2.0 0.0 X 0 0 0 W ROGER HAUGHTON TRUSTEE 2.0 0.0 X 0 0 0 GEORGE W HOLBROOK JR TRUSTEE (AS OF 10/25/14) 2.0 0.0 X 0 0 0 JUDITH HOPKINSON TRUSTEE 2.0 0.0 X 0 0 0 BLAIR HULL TRUSTEE 2.0 0.0 X 0 0 0 JANICE JAGELSKI TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM K PACKY JONES TRUSTEE 2.0 0.0 X 0 0 0 PETER C JORDANO TRUSTEE 2.0 0.0 X 0 0 0 MARVEL B KIRBY TRUSTEE 2.0 0.0 X 0 0 0 DR R MICHAEL KOCH 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RICHARD KN RYU TRUSTEE 2.0 0.0 X 0 0 0 HARVEY B SCHECHTER TRUSTEE 2.0 0.0 X 0 0 0 JOSHUA SCHIMEL TRUSTEE 2.0 38.0 X 0 162347 64961 JEAN K SCHUYLER 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 PHILLIP L SPECTOR TRUSTEE 2.0 0.0 X 0 0 0 JUDITH STAPELMANN TRUSTEE 2.0 0.0 X 0 0 0 FREDRIC E STECK TRUSTEE 2.0 0.0 X 0 0 0 MICHAEL STOHL TRUSTEE 2.0 38.0 X 0 203204 69371 SUSAN TAI TRUSTEE 2.0 0.0 X 0 0 0 JAMES S TAYLOR TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM S TOM THOMAS JR TRUSTEE 2.0 0.0 X 0 0 0 GEORGE THURLOW TRUSTEE 8.0 32.0 X 0 167771 86203 MICHAEL TOWBES TRUSTEE 2.0 0.0 X 0 0 0 KENT VINING TRUSTEE 2.0 0.0 X 0 0 0 JAMES R WARREN TRUSTEE 2.0 0.0 X 0 0 0 BETTY ELINGS WELLS TRUSTEE 2.0 0.0 X 0 0 0 PHILIP H WHITE TRUSTEE 2.0 0.0 X 0 0 0 GARY L WILCOX TRUSTEE 2.0 0.0 X 0 0 0 JANE WILLIAMS TRUSTEE 2.0 0.0 X 0 0 0 RICHARD A WILLIAMS TRUSTEE 2.0 0.0 X 0 0 0 CHANCELLOR HENRY T YANG TRUSTEE 2.0 38.0 X 0 335897 120612 0 1706484 729609 0 false true false 0 3656 109116 20336218 2431648 20448990 0 2691934 13430 2678504 0 1606 1606 0 0 0 9981880 10049908 -68028 -68028 -68028 0 0 0 INTEREST ON NOTE RECEIVABLE 900099 33328 33328 OTHER INCOME 900099 3974 3974 37302 23111804 13430 2649384 15674933 15674933 0 0 0 0 0 0 0 0 0 0 6732 6732 24322 24322 0 0 554792 554792 0 0 42594 42594 23102 23102 0 0 0 0 100000 100000 0 0 2262 2262 0 DEVELOPMENT OFFICE 1222769 1222769 ANNUAL FUND 75778 75778 MISCELLANEOUS 1895 1895 17729179 15674933 755699 1298547 X 92386 37586 108345 39452 16902082 13835093 44575 38010 0 0 0 0 570788 575999 0 0 0 0 34652 30860 6054 3792 87945422 108773328 59080761 36673439 0 0 0 0 3295168 14371815 168045581 174348514 9876 69494 0 0 570789 1211064 0 0 0 0 0 0 0 0 0 0 3777200 4043216 4357865 5323774 X 0 0 0 0 163687716 169024740 163687716 169024740 168045581 174348514 X 5382625 475522 -521123 X false true X true false X 11542101 20759472 17153399 20091571 20448990 89995533 0 0 11542101 20759472 17153399 20091571 20448990 89995533 8919472 81076061 3115812 1468788 1628791 2656420 2691934 11561745 0 22000 1911 102000 3375 37302 166588 101723866 0.79702 0.84360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142819498 6613614 2822451 1120340 4292117 269909 146573197 124303067 9364113 16801132 983552 6437036 228226 142819498 113295430 9391076 10423266 1056578 7750127 124303067 122718789 5991351 -4926656 975209 9512845 113295430 106541167 6823039 19375586 940592 9080412 122718788 0.25115 0.61813 0.13071 false true true 34652 30860 3792 3792 HEDGE FUNDS 18943556 F PRIVATE EQUITY 4178688 F UC REGENTS STIP 8469237 F CHARIT RMDR TRUST INVST HELD 5081958 F 36673439 INVESTMENT RECEIVABLE 10321806 CONTRIB ASSETS HELD FOR SALE 4050009 14371815 0 CHARITABLE REMAINDER TRUST 4043216 4043216 22511412 475523 -521123 -45600 22557012 554792 554792 23111804 17174387 17174387 554792 554792 17729179 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 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 THAT IS ONLY REQUIRED BY FASB. RECONCILIATION OF REVENUE PER FINANCIALS WITH REVENUE PER RETURN SCHEDULE D, PART XI, LINE 2D CHANGE IN ESTIMATED VALUE OF CHARITABLE REMAINDER TRUSTS $ (521,123) true UNIVERSITY OF CALIFORNIA SANTA BARBARA 3201 SAASB SANTA BARBARA CA 931062040 956006145 501(C)(3) 15674933 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 BEVERLY J COLGATE EXECUTIVE DIRECTOR 0 182090 0 0 0 0 0 13167 0 72690 0 267947 0 0 ERIC J SONQUIST CHIEF FINANCIAL OFFICER 0 149142 0 0 0 0 0 10784 0 65879 0 225805 0 0 KUM-KUM BHAVNANI TRUSTEE 0 196687 0 0 0 0 0 13981 0 58534 0 269202 0 0 DR DAVID MARSHALL TRUSTEE (AS OF 9/1/14) 0 305636 0 0 0 0 0 12579 0 90295 0 408510 0 0 JOSHUA SCHIMEL TRUSTEE 0 162347 0 0 0 0 0 11800 0 53161 0 227308 0 0 MICHAEL STOHL TRUSTEE 0 203204 0 0 0 0 0 14543 0 54828 0 272575 0 0 GEORGE THURLOW TRUSTEE 0 167771 0 0 0 0 0 12328 0 73875 0 253974 0 0 CHANCELLOR HENRY T YANG TRUSTEE 0 335897 0 0 0 0 0 22216 0 98396 0 456509 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 FY15, EACH WAS AN EMPLOYEE OF THE UC SANTA BARBARA, A RELATED ORGANIZATION. INDIVIDUALS WERE COMPENSATED PRIMARILY FOR SERVICES TO UNIVERSITY OF CALIFORNIA, SANTA BARBARA. COMPENSATION INFORMATION REFLECTS ALL COMPENSATION RECEIVED DURING CALENDAR YEAR 2014. 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 44 2431648 avg hi/low on recvd 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. GOVERNING BODY RELATIONSHIPS FORM 990, PART VI, LINE 2 MARVEL B. KIRBY AND WILLIAM K. JONES HAVE A FAMILY RELATIONSHIP. MARK D. LINEHAN AND JAMES S. TAYLOR HAVE A BUSINESS RELATIONSHIP. PROCESS OF REVIEW FORM 990, PART VI, LINE 11A 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 AND 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 AND 15B THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES AND NO OFFICERS OR OTHER EMPLOYEES RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION (E.G., FOUNDATION). DURING FYE 6/30/2015, 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. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN ESTIMATED VALUE OF CHARITABLE REMAINDER TRUSTS $ (521,123) 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 (6) FUNDRAISING CA NA Trust true false true false false false false false false false false false false true true true true false false false