Endowment / Foundation

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UC Santa Barbara Foundation

UC Santa Barbara Foundation is a foundation based in Oakland, founded 1958; the Altss profile covers its classification, headquarters, registration, AUM band,...

UC Santa Barbara Foundation logo

UC Santa Barbara Foundation

UC Santa Barbara Foundation is a Santa Barbara-based endowment plan with approximately $375 million in assets. It focuses on North America.

General information

Firm type

Foundation

Year founded

1958

Location

Region

North America

Country

United States

City

Oakland

Corporate office

Oakland, CA, United States

Principals

Sue M. Wilcox

Chair of the Board of Trustees

Rafael Costas Jr.

Vice Chair – Investments & Treasurer

Christian Treitler

Chief Financial Officer

Sector focus

Real EstateEducation

Frequently asked questions

How is the UC Santa Barbara Foundation governed?

The foundation is governed by a Board of Trustees, which as of 2024 is chaired by Sue M. Wilcox. The board includes major donors and alumni, such as immediate past chair John Arnhold and Vice Chair for Investments Rafael Costas Jr. Day-to-day financial operations are overseen by Chief Financial Officer Christian Treitler.

Does the foundation disclose its endowment size or investment returns?

No, the UC Santa Barbara Foundation does not publicly disclose its total assets under management or detailed investment returns. It participates in NACUBO's annual endowment performance study, but individual foundation-level data is not broken out in public reports.

What types of assets does the foundation hold?

Public records show the foundation holds real estate assets including a mixed-use property at 407 State Street in Santa Barbara and the Mosher Alumni House on campus. It also stewards academic collections, including the Art, Design & Architecture Museum collection and a performing arts collection housed at the UCSB Library.

Who are the major donors associated with the foundation?

Notable donors and trustees have included Marcy Carsey of Carsey-Werner Productions, John Arnhold (Arnhold Program in English), Betty Elings Wells (Wells-Quantum Institute), and Wenbin Jiang, CEO of Cytek Biosciences. Their contributions fund specific academic programs, research institutes, and capital projects across the UCSB campus.

How does the foundation relate to the University of California system?

The UC Santa Barbara Foundation is a separate 501(c)(3) entity that serves as the university's primary gift-receiving and endowment-management vehicle. It operates with its own board and investment oversight but exists to support UCSB's academic mission — a structure common across UC campuses.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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