Marshall B Partin Foundation Trust

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.

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

+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.

About Marshall B Partin Foundation Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $355K (100%)

States

Florida

Cities

EustisGrovelandLeesburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Tuscanooga Baptist Church ($60,000), Faith Lutheran School ($23,330), Forward Paths Foundation Inc ($23,330).

Recipient	Purpose	Amount
Tuscanooga Baptist Church Groveland, FL	Unrestricted	$60,000
Faith Lutheran School Eustis, FL	Unrestricted	$23,330
Forward Paths Foundation Inc Leesburg, FL	Unrestricted	$23,330
St Paul Catholic School Leesburg, FL	Unrestricted	$23,330
VineLife Church Leesburg, FL	Unrestricted	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
H John Feldman	Trustee	0.5	$21,415
Richard Clark	Trustee	0.5	$21,415

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

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.

How large is Marshall B Partin Foundation Trust?

As of 2024, Marshall B Partin Foundation Trust holds $3.9M in total assets with $153K in annual revenue. It awarded 5 grants totaling $135K in 2024.

Where does Marshall B Partin Foundation Trust operate?

Marshall B Partin Foundation Trust has awarded grants in Florida.

What size grants does Marshall B Partin Foundation Trust award?

In 2024, Marshall B Partin Foundation Trust awarded 5 grants totaling $135K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Marshall B Partin Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marshall B Partin Foundation Trust reported a distributable amount of $206K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.