Marshall B Partin Foundation Trust

Foundation · Grantmaker Leesburg, FL EIN: 88-6434298

Marshall B Partin Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Leesburg, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 5 grants totaling $135K. Net investment income was $148K.

Key facts about Marshall B Partin Foundation Trust

In short: Marshall B Partin Foundation Trust gave $135K across 5 grants in 2024 (avg $27K), mostly in Florida. Source: 2024 IRS Form 990-PF.

EIN
88-6434298
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$134,990
Grants made (2024)
5
Average grant
$26,998
Median grant
$23,330
Total assets
$3,896,525
Primary geography
Florida (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

-0.8% YoY

Annual Giving

$135K

-32.2% YoY

Grant Count

5

+25.0% YoY

Avg Grant Size

$27K

-45.7% YoY

Under IRS private-foundation payout rules, Marshall B Partin Foundation Trust reported a distributable amount of $206K for 2024 — the minimum it must pay out in qualifying distributions.

How Marshall B Partin Foundation Trust gives

  • In 2024 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 5 itemized 2024 grant dollars.

States

Cities

LeesburgEustisGroveland

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants20224 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Tuscanooga Baptist Church: $60KTuscanooga Baptist Church$60KFaith Lutheran School: $23KFaith Lutheran School$23KForward Paths Foundation Inc: $23KForward Paths Foundation Inc$23KSt Paul Catholic School: $23KSt Paul Catholic School$23KVineLife Church: $5KVineLife Church$5K

Grant Size Distribution

12 grants across all recorded years

10<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Tuscanooga Baptist Church Groveland, FLUnrestricted$60,000
Faith Lutheran School Eustis, FLUnrestricted$23,330
Forward Paths Foundation Inc Leesburg, FLUnrestricted$23,330
St Paul Catholic School Leesburg, FLUnrestricted$23,330
VineLife Church Leesburg, FLUnrestricted$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202220232024
Metric202420232022
Total Assets$3,896,525$3,927,645$3,801,537
Revenue$153,396$367,527$6,572
Expenses$183,732$241,406$26,630
Qualifying Distributions$157,605$219,981$21,304
Net Investment Income$148,133$122,756$1,246
Distributable Amount$206,167$195,587—

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

Marshall B Partin Foundation Trust's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • H John Feldman

    Trustee

    On filings since 2022

    0.5 hrs/week

    $3K (2022) → $21K (2024)

  • Richard Clark

    Trustee

    On filings since 2022

    0.5 hrs/week

    $3K (2022) → $21K (2024)

Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

H John Feldman — Trustee: $21KH John FeldmanTrustee$21KRichard Clark — Trustee: $21KRichard ClarkTrustee$21K

Frequently asked questions about Marshall B Partin Foundation Trust

How much does Marshall B Partin Foundation Trust give each year?

Marshall B Partin Foundation Trust gave $135K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $199K across 4 grants.

What is Marshall B Partin Foundation Trust's typical grant size?

Marshall B Partin Foundation Trust's median grant in 2024 was $23,330, and its average grant was $26,998, across 5 grants on its 2024 IRS Form 990-PF.

Where does Marshall B Partin Foundation Trust give grants?

Marshall B Partin Foundation Trust gives mostly in Florida: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Leesburg, FL (3 grants).

Does Marshall B Partin Foundation Trust give general operating support?

Yes: 100% of Marshall B Partin Foundation Trust's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Marshall B Partin Foundation Trust's largest grantees?

Marshall B Partin Foundation Trust's largest 2024 grantees include Tuscanooga Baptist Church ($60,000), Faith Lutheran School ($23,330) and Forward Paths Foundation Inc ($23,330), according to its 2024 IRS Form 990-PF. Together they received 79% of its itemized 2024 grant dollars.

How large is Marshall B Partin Foundation Trust?

Marshall B Partin Foundation Trust reported $3.9M in total assets on its 2024 IRS Form 990-PF. It paid out $158K in qualifying distributions that year, against a required minimum of $206K (roughly 5% of its investment assets).

What is Marshall B Partin Foundation Trust?

Marshall B Partin Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Leesburg, FL. It holds $3.9M in total assets as of 2024.

What is Marshall B Partin Foundation Trust's EIN?

Marshall B Partin Foundation Trust's EIN (Employer Identification Number) is 88-6434298. IRS Form 990 filing data is available on this page for 2022–2024.

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

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