Susan & Bruce Worster Foundation
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC SANTA BARBARA, CA | GENERAL USE | $2,000 |
| HARVEY MUDD COLLEGE CLAREMONT, CA | GENERAL USE | $88,300 |
| J PAUL GETTY TRUST LOS ANGELES, CA | GENERAL USE | $2,500 |
| REGENTS OF THE UNIVERSITY OF CA OAKLAND, CA | GENERAL USE | $106,000 |
| SANTA BARBARA FOUNDATION SANTA BARBARA, CA | GENERAL USE | $1,000 |
| SANTA BARBARA MUSEUM OF ART SANTA BARBARA, CA | GENERAL USE | $62,500 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY SANTA BARBARA, CA | GENERAL USE | $10,000 |
| SANTA BARBARA SYMPHONY SANTA BARBARA, CA | GENERAL USE | $5,000 |
| WELLESLEY COLLEGE WELLESLEY HILLS, MA | GENERAL USE | $1,000 |
| UC SANTA BARBARA FOUNDATION SANTA BARBARA, CA | GENERAL USE | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRUCE WORSTER | PRESIDENT & DIRECTOR | 1 | — |
| SUSAN WORSTER | SECRETARY (THRU 06/24) & DIRECTOR | 1 | — |
| BRIAN LODGE WORSTER | CHIEF FINANCIAL OFFICER & DIRECTOR | 1 | — |
| SARA WORSTER ELKIN | SECRETARY (AS OF 06/24) & DIRECTOR | 1 | — |
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.