Susan & Bruce Worster Foundation

MONTECITO, CA EIN: 77-0549392

Susan & Bruce Worster Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTECITO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 11 grants totaling $304K. Net investment income was $74K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

-3.0% YoY

Annual Giving

$304K

+0.9% YoY

Grant Count

11

+0.0% YoY

Avg Grant Size

$28K

+0.9% YoY

Under IRS private-foundation payout rules, Susan & Bruce Worster Foundation reported a distributable amount of $296K for 2024 — the minimum it must pay out in qualifying distributions.

About Susan & Bruce Worster Foundation

Based on IRS filings

Susan & Bruce Worster Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTECITO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 11 grants totaling $304K. Net investment income was $74K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ClaremontLos AngelesOaklandSanta BarbaraWellesleyWellesley Hills

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$138K$275K$413K$550K20202021202220232024
Metric202420232022
Total Assets$4,196,034$4,326,106$4,446,893
Revenue$232,752$225,441$130,194
Expenses$362,824$346,228$431,014
Qualifying Distributions$315,151$309,905$363,025
Net Investment Income$73,842$78,086$34,910
Distributable Amount$296,007$256,458$258,573

Giving Over Time

Total grant dollars and number of grants per year

$0$88K$176K$264K$353K5 grants20205 grants20219 grants202211 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

REGENTS OF THE UNIVERSIT…$106KHARVEY MUDD COLLEGE$88KSANTA BARBARA MUSEUM OF …$63KUC SANTA BARBARA FOUNDAT…$25KSANTA BARBARA MUSEUM OF …$10KSANTA BARBARA SYMPHONY$5KJ PAUL GETTY TRUST$3KENSEMBLE THEATRE COMPANY…$2KSANTA BARBARA FOUNDATION$1KWELLESLEY COLLEGE$1K

Grant Size Distribution

41 grants across all recorded years

26<$50K7$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Regents of the University of Ca ($106,000), Harvey Mudd College ($88,300), Santa Barbara Museum of Art ($62,500).

RecipientPurposeAmount
ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC SANTA BARBARA, CAGENERAL USE$2,000
HARVEY MUDD COLLEGE CLAREMONT, CAGENERAL USE$88,300
J PAUL GETTY TRUST LOS ANGELES, CAGENERAL USE$2,500
REGENTS OF THE UNIVERSITY OF CA OAKLAND, CAGENERAL USE$106,000
SANTA BARBARA FOUNDATION SANTA BARBARA, CAGENERAL USE$1,000
SANTA BARBARA MUSEUM OF ART SANTA BARBARA, CAGENERAL USE$62,500
SANTA BARBARA MUSEUM OF NATURAL HISTORY SANTA BARBARA, CAGENERAL USE$10,000
SANTA BARBARA SYMPHONY SANTA BARBARA, CAGENERAL USE$5,000
WELLESLEY COLLEGE WELLESLEY HILLS, MAGENERAL USE$1,000
UC SANTA BARBARA FOUNDATION SANTA BARBARA, CAGENERAL USE$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRUCE WORSTERPRESIDENT & DIRECTOR1
SUSAN WORSTERSECRETARY (THRU 06/24) & DIRECTOR1
BRIAN LODGE WORSTERCHIEF FINANCIAL OFFICER & DIRECTOR1
SARA WORSTER ELKINSECRETARY (AS OF 06/24) & DIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Susan & Bruce Worster Foundation?

Susan & Bruce Worster Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTECITO, CA. It holds $4.2M in total assets as of 2024.

How large is Susan & Bruce Worster Foundation?

As of 2024, Susan & Bruce Worster Foundation holds $4.2M in total assets with $233K in annual revenue. It awarded 11 grants totaling $304K in 2024.

Where does Susan & Bruce Worster Foundation operate?

Susan & Bruce Worster Foundation has awarded grants in California, Massachusetts.

What size grants does Susan & Bruce Worster Foundation award?

In 2024, Susan & Bruce Worster Foundation awarded 11 grants totaling $304K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Susan & Bruce Worster Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Susan & Bruce Worster Foundation reported a distributable amount of $296K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Susan & Bruce Worster Foundation's EIN?

Susan & Bruce Worster Foundation's EIN (Employer Identification Number) is 77-0549392. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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