2025-11-17T11:47:36-06:00 2024-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2024-01-01 472584632 LEGACY PHILANTHROPY WORKS LEGA 8056986887 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 CARL PALMER DIRECTOR/EXECUTIVE DIRECTOR 8056986887 2025-11-14 1 0 JESSICA MOITOZA P01282487 8059631837 2024 2025-03-06 01:10:19Z CARL PALMER 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 9174277 0 X LEGACYPHILANTHROPYWORKS.ORG X 2014 WY WE FACILITATE AND SUPPORT COMMUNITY AND LANDSCAPE SCALE CONSERVATION AND COMMUNITY IMPACT PARTNERSHIPS. WE DESIGN AND IMPLEMENT INNOVATIVE IMPACT FINANCE INITIATIVES. WE PROVIDE A RANGE OF CONSULTING, PLANNING, AND SUPPORT SERVICES TO FUNDERS, AGENCIES, NONPROFITS, SOCIAL ENTERPRISES, FUNDS AND PARTNERSHIPS TO DELIVER SOCIAL, ENVIRONMENTAL AND ECONOMIC BENEFITS. 6 5 48 8 0 0 965816 5860887 2190025 3157234 318 64875 0 91281 3156159 9174277 0 10000 0 0 1601577 2689982 20300 0 90446 913359 1829569 2535236 4529551 620923 4644726 1629783 7833341 310840 1869672 1318943 5963669 X WE ARE A COMMUNITY OF CATALYTIC CHANGEMAKERS SUPPORTING COMMUNITY-DRIVEN AND PLACE-BASED CHANGE INITIATIVES THAT ENABLE COMMUNITIES, LANDSCAPES AND ECONOMIES TO THRIVE. WE FACILITATE AND SUPPORT PARTNERSHIPS AND COLLABORATIVES, DEVELOP STRATEGIES AND PLANS, MOBILIZE INNOVATIVE IMPACT FINANCE, AND PROVIDE A WIDE RANGE OF CONSULTING AND SUPPORT SERVICES TO ACHIEVE OUR MISSION. 0 0 2642553 10000 2716484 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. 455302 324386 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. 420694 138001 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. 41231 69644 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. 41231 69644 3559780 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 32 0 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA ID OR WI MI NC MA AZ IN MD MT MN NY OH NM FL SC WY NH VT DC X PROSPERITY PARTNERS 8058927060 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 93101 AMY VERBETEN BOARD CHAIR 2.00 X X 0 0 0 G MICHAEL SUTTON BOARD SECRETARY 2.00 X X 0 0 0 DAVID LEVENTHAL TREASURER 2.00 X X 0 0 0 SANDRA GUIDO SANCHEZ DIRECTOR 2.00 X 0 0 0 WENDY MILLET DIRECTOR 2.00 X 0 0 0 CARL PALMER DIRECTOR/EXECUTIVE DIRECT 40.00 X X 148775 0 27025 STEPHANIE GRIPNE DIRECTOR 2.00 X 0 0 0 SHALIN DESAI DIRECTOR (1/1/24-3/31/24) 2.00 X 0 0 0 MARTIN GOEBEL MEXICO REGIONAL DIRECTOR 40.00 X 129800 0 0 WILL ALLEN PROJECT DIRECTOR 40.00 X 103163 0 17887 JESSICA ELLIOTT HAIR OPERATIONS DIRECTOR 40.00 X 111433 0 2867 JOHN REGGIE HALL PROJECT DIRECTOR 40.00 X 123800 0 0 MICHELLE HEATON TETON REGIONAL DIRECTOR 40.00 X 134394 0 5269 751365 0 53048 6 0 1 0 0 5860887 5860887 CONTRACT REVENUE 541610 3157234 3157234 3157234 64875 64875 OPERATING LEASE 900099 91281 91281 91281 9174277 3248515 0 64875 X 10000 10000 175800 114270 59069 2461 32280 32280 2227212 1735711 414512 76989 66640 54890 9043 2707 188050 145470 36386 6194 26545 26545 140192 813 139379 1068819 1030093 38538 188 4552 4542 10 107523 72017 33847 1659 81758 41621 40137 63417 49511 13906 284599 204952 79399 248 37245 37065 180 1498 1498 13421 13421 4529551 3559780 879325 90446 16065 33725 746749 4310544 50100 796284 1092773 20585 27610 0 2360943 0 7746 1629783 7833341 105958 457293 54882 0 0 412379 150000 1000000 310840 1869672 X 790493 3040932 528450 2922737 1318943 5963669 1629783 7833341 4644726 0 X 0 1 X 1 1 1 X 458529 689557 804427 965816 1860887 4779216 201987 595523 924449 2190025 3248515 7160499 660516 1285080 1728876 3155841 5109402 11939715 311860 481213 635926 791104 1419403 3639506 127956 242557 488995 1589232 2198762 4647502 439816 723770 1124921 2380336 3618165 8287008 3652707 89 253 298 318 64875 65833 89 253 298 318 64875 65833 6477 8604 1299 16380 667082 1293937 1730473 3156159 5174277 12021928 0.30380 0.36690 0.00550 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RECOVERABLE GRANT 1000000 1000000 X 9174277 0 9174277 0 9174277 4529551 0 4529551 0 4529551 PART X, LINE 2: FASB'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2021 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2020 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEARS ENDED DECEMBER 31, 2024 OR FOR PRIOR PERIODS. 0 NORTH AMERICA 1 19 PROGRAM SERVICES COLLABORATIVE INITIATIVE FACILITATION AND PARTNERSHIP SUPPORT PROGRAM SERVICES AND RELATED TRAVEL EXPENSES 757331 1 19 0 0 1 19 757331 0 757331 NORTH AMERICA TO ADVANCE MISSION-RELATED MARINE CONSERVATION ACTIVITES. 10000 0 1 0 0 0 0 0 0 1 X X X 0 0 0 0 0 0 0 0 0 CARL PALMER DIRECTOR/EXECUTIVE DIRECT 148775 0 0 0 0 0 0 0 27025 0 175800 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS ASSIGNED THE BOARD TREASURER WITH THE ROLE OF REVIEWING THE 990 ON ITS BEHALF ALONG WITH THE EXECUTIVE DIRECTOR BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST AND COMPENSATION APPROVAL POLICIES. A SURVEY OF COMPARABLE SALARIES IS UNDERTAKEN AND A WRITTEN EMPLOYMENT CONTRACT IS EXECUTED, BOTH WITH BOARD REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 561,228. MANAGEMENT AND GENERAL EXPENSES 12,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 573,506. CONSULTANTS: PROGRAM SERVICE EXPENSES 468,865. MANAGEMENT AND GENERAL EXPENSES 26,260. FUNDRAISING EXPENSES 188. TOTAL EXPENSES 495,313. FV CT 20 LLC CORPORATION TRUST CENTER 1209 ORANG WILMINGTON DE 19801 991100709 OVERSEE, MANAGE, AND HOLD ASSETS ASSOCIATED WITH THE PILOT QUOTA LEASING PRO DE 4153523 5518597 LEGACY PHILANTHROPY WORKS