Partlo Foundation Inc

Private foundation · Grantmaker Garner, NC EIN: 81-3938600

Partlo Foundation Inc is a private foundation, based in Garner, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 6 grants totaling $154K. Net investment income was $132K.

Partlo Foundation Inc at a glance

In short: Partlo Foundation Inc gave $154K across 6 grants in 2025 (avg $26K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$154,000
+3322.2% vs 2024
Grants made (2025)
6
+100.0% vs 2024
Average grant
$25,667
+1611.1% vs 2024
Median grant
$1,000
Total assets
$4,432,300
+15.4% vs 2024
Primary geography
North Carolina (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Partlo Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

North Carolina Farm Bureau Foundation Inc: $100KNorth Carolina Farm BureauFoundation Inc$100KGarner Rotary Club Trust Fund Inc: $50KGarner Rotary Club Trust FundInc$50KJohnston Health Foundation: $1KJohnston Health Foundation$1KYMCA of the Triangle Area Inc: $1KYMCA of the Triangle Area Inc$1KNorth Carolina Marine & Estuary Foundation: $1KNorth Carolina Marine &Estuary Foundation$1KHBA Durham Orange & Chatham Counties Foundation: $1KHBA Durham Orange & ChathamCounties Foundation$1K

The largest 2025 recipient was North Carolina Farm Bureau Foundation Inc ($100K). Together the top 6 received $154K.

Grant Size Distribution

19 grants across all recorded years

17<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 19 (89%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

RaleighFairfaxMorehead CitySmithfieldSpringDurhamGarnerMinneapolisStuart

How Partlo Foundation Inc gives

  • Giving grew 461% from 2022 to 2025. Method
  • In 2025 it paid out 72% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K4 grants2021 2 grants2022 4 grants2023 3 grants2024 6 grants2025

From 2021 to 2025, annual grant giving ranged from $5K (2024) to $154K (2025). In 2025 it made 6 grants totaling $154K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
North Carolina Farm Bureau Foundation Inc Raleigh, NCTo Assist Agricultural Neighbors in Western North Carolina with Hurricane Helene Recovery.$100,000
Garner Rotary Club Trust Fund Inc Garner, NCTo Provide Outstanding Area High School Students Scholarships.$50,000
Johnston Health Foundation Smithfield, NCTo Establish the Marvel Cancer Surviviorship Fund.$1,000
YMCA of the Triangle Area Inc Raleigh, NCPut Christian Principles Into Practice Through Programs That Build Healthy Spirit, Mind, and Body For All$1,000
North Carolina Marine & Estuary Foundation Raleigh, NCTo Build World-Class Fisheries and Thriving Coastal Economies.$1,000
HBA Durham Orange & Chatham Counties Foundation Durham, NCTo Provide Area High School Students Scholarships Related to Residential Construction Industry.$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$4,432,300$757,656$164,415$154,0006$159,207$131,589$220,998
2024$3,841,897$774,417$14,310$4,5003$4,500$143,748$168,880
2023$3,083,573$702,895$51,391$43,0004$51,353$81,998$125,871
2022$2,433,092$646,033$32,885$27,4502$32,723$35,952$104,548
2021$1,820,063$636,003$55,565$42,9204—$8,562$76,332

Under IRS private-foundation payout rules, Partlo Foundation Inc reported a distributable amount of $221K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Partlo Foundation Inc is led by Barry W Partlo, President on every filing since 2021; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Barry W Partlo

    President

    On filings since 2021

    No compensation reported

  • Kelly A Partlo

    Director

    On filings since 2021

    No compensation reported

  • Jonathan D Adams

    Director

    On filings since 2022

    No compensation reported

  • Waverly H Barnes Jr.

    Director

    On filings since 2022

    No compensation reported

  • Jarod M Partlo

    Secretary & Treasurer

    Director → Secretary & Treasurer, 2022

    On filings since 2021

    No compensation reported

Former officers (1)
  • Former: Laurie L Partlo (2021) — Secretary & Treasurer

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Partlo Foundation Inc

How much does Partlo Foundation Inc give each year?

Partlo Foundation Inc gave $154K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 3 grants.

What is Partlo Foundation Inc's typical grant size?

Partlo Foundation Inc's median grant in 2025 was $1,000, and its average grant was $25,667, across 6 grants on its 2025 IRS Form 990-PF.

Where does Partlo Foundation Inc give grants?

Partlo Foundation Inc gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Raleigh, NC (3 grants).

Does Partlo Foundation Inc give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Partlo Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.

Who are Partlo Foundation Inc's largest grantees?

Partlo Foundation Inc's largest 2025 grantees include North Carolina Farm Bureau Foundation Inc ($100,000), Garner Rotary Club Trust Fund Inc ($50,000) and Johnston Health Foundation ($1,000), according to its 2025 IRS Form 990-PF. Together they received 98% of its itemized 2025 grant dollars.

How large is Partlo Foundation Inc?

Partlo Foundation Inc reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $159K in qualifying distributions that year, against a required minimum of $221K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Partlo Foundation Inc's EIN?

Partlo Foundation Inc's EIN (Employer Identification Number) is 81-3938600. IRS Form 990 filing data is available on this page for 2021–2025.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Partlo Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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