Linked Foundation

Foundation · Grantmaker Carpinteria, CA EIN: 20-3880761 Website

Linked Foundation is a private foundation established in 2006 and based in Carpinteria, California. The organization invests technical and financial resources to develop and scale social enterprises that improve the health of communities throughout Latin America and the United States, with a particular emphasis on women's health and economic empowerment.

Key facts about Linked Foundation

EIN: 20-3880761
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $431,364
Grants made (2024): 18
Average grant: $23,965
Median grant: $10,000
New grantees (estimate): 11% first-time grantees (2 of 18, 2024)
Total assets: $1,080,259
Primary geography: California (82% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Linked Foundation funds

By grant dollars, the top recipient states for Linked Foundation's 18 itemized 2024 grants were California (82%) and District of Columbia (13%). The most frequent recipient cities were Santa Barbara, CA (8 grants), Washington, DC (2 grants), Carpinteria, CA (2 grants) and New York, NY (2 grants). 6% of grants with a stated purpose were for general or operating support.

Is Linked Foundation open to new grantees?

11%

first-time grantees, 2024

In 2024, 2 of 18 grantees (11%) were first-time recipients. First grants averaged $27K; repeat grants $24K. How we count

Medians: $27K first-time, $10K repeat.

83% of 2024 grantees were also funded in 2023. Method
Giving fell 57% from 2021 to 2024. Method
In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-11.2% YoY

Annual Giving

$431K

-68.6% YoY

Grant Count

-21.7% YoY

Avg Grant Size

$24K

-59.9% YoY

Under IRS private-foundation payout rules, Linked Foundation reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission: To promote and invest in solutions that improve the health and economic self-reliance of women and their families in Latin America and the United States.

Approach: The foundation brings a gender lens to all of its work, recognizing women as important agents of change in health and economic decision-making. The organization employs a "blended capital" approach, co-investing with partner organizations through grants, debt financing, and technical assistance to catalyze growth and social impact.

Primary Focus Areas:

Health Access in Latin America: The foundation scouts and supports promising health social enterprises, with increasing focus on women's health. It provides innovation grant capital to help social businesses pilot new approaches and debt capital to scale existing services.
Reproductive Health in the United States: In response to threats to women's health domestically, Linked created a domestic initiative focused on reproductive health, with investments selected and funded through Rhia Ventures (formerly the Reproductive Health Investors Alliance), of which Linked is a founding member.
Impact Investing: The foundation commits resources across a range of investment classes, including funds, public and private equities, and acts as a loan guarantor in global investments aligned with its mission.

Grantmaking

Grant Range

** Typical awards range from $675 to $616,249.

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Geographic Focus

Where this funder awards grants

The foundation funds initiatives in Latin America and the United States, with particular activity in California, New York, Texas, and the District of Columbia. Specific U.S. cities supported include Austin, New York, and San Francisco.

Grant Distribution by State

California $353K (82%)

District of Columbia $55K (13%)

New York $13K (3%)

Texas $10K (2%)

Colorado $675 (0%)

Share of all 18 itemized 2024 grant dollars.

States

California Colorado Connecticut District of Columbia Delaware Massachusetts Maryland North Carolina New York Ohio Texas Virginia Washington

Cities

Santa BarbaraCarpinteriaWashingtonSeattleLakewooodNew YorkSan FranciscoCarmelAustinMcleanBethesdaCamarilloCincinnatiDurhamLewesOld GreenwichWatertown

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (2024):

Total Assets: $1,080,259
Total Revenues: $879,860
Total Expenses: $1,016,389

Historical Financial Data:

Assets have been reported as high as $1,216,589 in some filings
Annual expenses have ranged up to $1,979,377
Revenue has reached $1,323,840

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,080,259	$1,216,589	$1,871,577
Revenue	$879,860	$1,323,840	$584,044
Expenses	$1,016,389	$1,979,377	$1,209,211
Qualifying Distributions	$767,307	$1,738,444	$842,241
Net Investment Income	$138,795	$80,986	$268,716
Distributable Amount	$53,515	$59,095	$110,937

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

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

96 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Community Environmental Council ($100,000), Uc Regents-Ucsb ($70,000), Mce Social Capital ($61,189).

Recipient	Purpose	Amount
COMMUNITY ENVIRONMENTAL COUNCIL Santa Barbara, CA	REGIONAL SOLUTIONSTO CLIMATE CHANGE	$100,000
UC REGENTS-UCSB Santa Barbara, CA	A&L EDUCATIONOUTREACH	$70,000
MCE SOCIAL CAPITAL San Francisco, CA	GLOBAL SOCIALVENTURE FUND	$61,189
SANTA BARBARA NEIGHBORHOOD CLINICS Santa Barbara, CA	COMMUNITY HEALTHNEEDS	$50,000
THE AMERICAN INDEPENDENT FOUNDATION Washington, DC	FOSTER INDEPENDENTJOURNALISM	$50,000
CARPINTERIA CHILDREN'S PROJECT Carpinteria, CA	SUPPORT FOR EARLYCHILDHOOD EDUCATION	$20,500
PLANNED PARENTHOOD Santa Barbara, CA	COMMUNITYHEALTHCARE	$20,000
FOODBANK OF SANTA BARBARA COUNTY Santa Barbara, CA	FOOD FOR THE NEEDY	$15,000
PRO MUJER INC New York, NY	PROMOTE LATIN AMERICANWOMEN BUSINESS VENTURES	$10,000
FOCUS FOR DEMOCRACY Austin, TX	GROUND GAME FUND	$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Dorothy F. Largay: President (20 hours per week, no compensation)
Nancy F. Swanson-Roberts: Executive Director (full-time, compensation of $188,445)

The foundation operates with minimal staff, employing 1-2 people.

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Dorothy F Largay	President	20	—
Wayne E Rosing	Secretary	1	—
Nancy F Swanson-Roberts	Executive Director	40	$193,967
Ann Hutchins	Director	0.3	—

Contact Information

Address: 3749 Santa Claus Lane, Carpinteria, CA 93013-1109
Phone: 805-880-1990
Website: linkedfoundation.org

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Linked Foundation fund?

**Mission:** To promote and invest in solutions that improve the health and economic self-reliance of women and their families in Latin America and the United States. **Approach:** The foundation brings a gender lens to all of its work, recognizing women as important agents of change in health and economic decision-making. The organization employs a "blended capital" approach, co-investing with partner organizations through grants, debt financing, and technical assistance to catalyze growth and…

How do I apply for a grant from Linked Foundation?

**Grant Activity:** The foundation made 19 grants in 2024. **Recent Grants (2024):** • Community Environmental Council (CEC): $100,000 for Regional Solutions to Climate Change • Mce Social Capital: $61,189 for Global Social Venture Fund • The American Independent Foundation: $50,000 to Foster Independent Journalism **Grant Range:** Typical awards range from $675 to $616,249. **Total Giving:** $431,364 in recent fiscal year activity.

Where does Linked Foundation make grants?

What size grants does Linked Foundation award?

In 2024, Linked Foundation awarded 18 grants totaling $431K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Linked Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Linked Foundation reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.