Marshall B Partin Foundation Trust
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
5
+25.0% YoY
Avg Grant Size
$27K
-45.7% YoY
About Marshall B Partin Foundation Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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