LEGACY PHILANTHROPY WORKS

As filed

Subsection

03

NTEE code

C30

Classification

1000

Street

521 SANTA BARBARA ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• COLLABORATIVE INITIATIVE FACILITATION AND PARTNERSHIP SUPPORT - WE SUPPORT COMMUNITY-DRIVEN, PLACE-BASED PARTNERSHIPS AND COLLABORATIVES THAT CREATE RESILIENT COMMUNITIES AND LANDSCAPES. WE SERVE AS A SUPPORT ORGANIZATION AND PROVIDE A VARIETY OF SERVICES TO HELP PARTNERSHIPS DEVELOP PLANS, IDENTIFY IMPACT OPPORTUNITIES THROUGH COMMUNITY ENGAGEMENT, LAUNCH CATALYTIC INITIATIVES, RESOURCE EMERGENT FOLLOW-ON OPPORTUNITIES, MOBILIZE FUNDING AND FULL SPECTRUM CAPITAL, DEVELOP COMMUNICATIONS, BUILD CAPACITY, AND STEWARD PARTNERSHIP DEVELOPMENT TOWARDS A VIRTUOUS CYCLE THAT LEADS TO GREATER COLLABORATION AND INVESTMENT IN SYSTEMS SCALE CHANGE.

  Expenses $2,642,553 · Grants $10,000 · Revenue $2,716,484

• IMPACT FINANCE CONSULTING AND INFRASTRUCTURE - WE HELP FUNDERS, NONPROFIT ORGANIZATIONS, COLLABORATIONS AND COMMUNITIES IDENTIFY OPPORTUNITIES, DILIGENCE, PLAN, AND IMPLEMENT IMPACT FINANCE INITIATIVES. WE UNDERTAKE FEASIBILITY AND MARKET STUDIES. WE SUPPORT IMPACT FINANCE INIATIVES AT SCALES FROM SINGLE PROJECTS TO THE CREATION OF FUNDS OR OTHER PRODUCT OFFERINGS TO COMMUNITY-WIDE IMPACT INVESTING INITIATIVES. WE PROVIDE SHARED INFRASTRUCTURE, SYSTEMS AND SERVICES TO FACILITATE THE CREATION OF SUCH INITIATIVES.

  Expenses $455,302 · Revenue $324,386

• CAPACITY SUPPORT SERVICES - WE PROVIDE ALIGNED ORGANIZATIONS WITH ADDITIONAL CAPACITY AND EXPERTISE NEEDED TO LAUNCH NEW PROGRAMS AND ORGANIZATIONS, TAKE ON NEW PROJECTS, DEVELOP COMMUNICATION AND MARKETING PROGRAMS, DESIGN AND IMPLEMENT FUNDRAISING CAMPAIGNS, DEVELOP GIS, MAPPING, DATABASE OR TECHNOLOGY SOLUTIONS, AND MORE. WE DESIGN AND FACILITATE COMMUNITY ENGAGEMENT PROCESSES, PLANNING SESSIONS, LEADERSHIP DEVELOPMENT PROGRAMS, TRAININGS, AND OTHER PERSONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS. THESE SMALLER SCALE ENGAGEMENTS OFTEN BUILD RELATIONSHIPS THAT LEAD TO BIGGER PROJECT OPPORTUNITIES.

  Expenses $420,694 · Revenue $138,001

• IMPACT INITIATIVE PLANNING AND CONSULTING - WE PROVIDE CONSULTING AND PLANNING SERVICES TO AGENCIES, FUNDERS, NONPROFITS, SOCIAL ENTERPRISES, IMPACT FUNDS, PARTNERSHIPS AND COMMUNITIES. WE DEVELOP STRATEGIES AND IMPLEMENTATION PLANS FOR INITIATIVES OF ALL SCALES FROM SINGLE PROJECTS TO FOUNDATION, NONPROFIT AND SOCIAL ENTERPRISE STRATEGIES TO LARGE SCALE COLLABORATIVE INITIATIVES AND PUBLIC PRIVATE PARTNERSHIPS (INCLUDING MULTI-PARTY, CROSS-SECTOR COLLABORATIONS AND AGENCY COALITIONS) TO FUNDS AND VENTURES. OUR PLANS INCLUDE FUNDING STRATEGIES THAT TAP INTO A RANGE OF CAPITAL SOURCES FROM PHILANTHROPY TO DEBT TO IMPACT INVESTMENT CAPITAL.

  Expenses $41,231 · Revenue $69,644

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $9,174,277

  Expenses

  $4,529,551

  Contributions

  $5,860,887

  Grants paid

  $10,000

• 2023

  Revenue

  $3,156,159

  Expenses

  $2,535,236

  Contributions

  $965,816

  Grants paid

  $0

• 2022

  Revenue

  $1,730,473

  Expenses

  $1,587,287

  Contributions

  $804,427

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,293,937

  Expenses

  $967,328

  Assets (EOY)

  $624,200

• 2020 · 990

  Revenue

  $667,082

  Expenses

  $574,141

  Assets (EOY)

  $257,033

• 2019 · 990

  Revenue

  $576,360

  Expenses

  $537,296

  Assets (EOY)

  $199,212

• 2018 · 990

  Revenue

  $687,583

  Expenses

  $591,003

  Assets (EOY)

  $214,964

• 2017 · 990

  Revenue

  $246,760

  Expenses

  $420,944

  Assets (EOY)

  $27,638

• 2016 · 990

  Revenue

  $596,948

  Expenses

  $426,770

  Assets (EOY)

  $186,267

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2015

Tax period

1 January 2015 to 31 December 2015

Principal officer

Carl Palmer

Mailing address

521 Santa Barbara StSanta Barbara CA 93101

Website

www.legacyphilanthropyworks.org

As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• MULTIPLIER

  $1,000,000

  2024 · ADVOCATE FOR SUSTAINABLE FISHERIES AND OCEAN STEWARDSHIP.

• NATIONAL FISH AND WILDLIFE FOUNDATION

  $558,069

  2024 · COASTAL SALT MARSH CONSERVATION

• THE CONSERVATION FUND A NONPROFIT CORPORATION

  $275,000

  2025 · CONSERVATION OF NATURAL RESOURCES, SUSTAINABLE ECONOMIC & COMMUNITY DEVELOPMENT

• COMMUNITY FOUNDATION OF JACKSON HOLE

  $253,184

  2022 · CLIMATE DASHBOARD

• COMMUNITY FOUNDATION OF JACKSON HOLE

  $192,545

  2024 · COMMUNITY DASHBOARD, EAST YELLOWSTONE, GENERAL OPERATING

• NATIONAL FISH AND WILDLIFE FOUNDATION

  $169,638

  2023 · COASTAL SALT MARSH CONSERVATION

• COMMUNITY FOUNDATION OF JACKSON HOLE

  $137,040

  2023 · COMMUNITY DASHBOARDS, GENERAL OPTG SUPPORT, PEER MOBILIZER

• COTTAGE HEALTH

  $52,610

  2022 · Basic needs (e.g., food, housing, transportation) referral technology implementation and expansion support

• INTERNATIONAL COMMUNITY FOUNDATION

  $35,000

  2023 · CHARITABLE PURPOSE

• DEFENDERS OF WILDLIFE

  $21,656

  2023 · To employ a Resilience Coordinator position to further the goals of the Northwest Florida Sentinel Landscape Partnership (NWFSL).

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files