Waring & Carmen Partridge Foundation
The Waring & Carmen Partridge Foundation is based in Miami, Florida, and is listed with filing type 990T. Its 2024 filing reports 15 charitable grants totaling $354,000 to organizations in several states.
Key facts about Waring & Carmen Partridge Foundation
In short: Waring & Carmen Partridge Foundation gave $354K across 15 grants in 2024 (avg $24K), mostly in Palau. 60% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 74-2712637
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $354,000
- Grants made (2024)
- 15
- Average grant
- $23,600
- Median grant
- $5,000
- New grantees (estimate)
- 60% first-time grantees (9 of 15, 2024)
- Total assets
- $4,538,946
- Primary geography
- Palau (59% of itemized 2024 grant dollars)
- How to apply
- An earlier profile states that the foundation does not accept applications; no further application process is provided. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
-7.6% YoY
Annual Giving
$354K
+319.4% YoY
Grant Count
15
+114.3% YoY
Avg Grant Size
$24K
+95.7% YoY
Under IRS private-foundation payout rules, Waring & Carmen Partridge Foundation reported a distributable amount of $317K for 2024 — the minimum it must pay out in qualifying distributions.
Is Waring & Carmen Partridge Foundation open to new grantees?
60%
first-time grantees, 2024
In 2024, 9 of 15 grantees (60%) were first-time recipients. First grants averaged $5K; repeat grants $51K. How we count
Medians: $5K first-time, $25K repeat.
- 7% of 2024 grantees were also funded in 2023. Method
- Giving grew 2138% from 2021 to 2024. Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including health care, education, music, maritime education, and news. For example, Newport Hospital Foundation says it coordinates fundraising for comprehensive integrated health care services for southern Rhode Island. Newport String Project describes its work as providing free string lessons to students at the Martin Luther King Center and accessible chamber music concerts for the greater Newport community. These are the grantees’ descriptions of their own work, not stated focus areas of the foundation.
Grantmaking
In 2024, the foundation reported 15 grants totaling $354,000. Grants ranged from $1,000 to $210,000, with a median of $5,000. Its largest listed grants were $210,000 to National Philanthropic Trust; $25,000 each to Naval War College Foundation, Newport Hospital Foundation, and Redwood Library and Athenaeum; and $20,000 to St Michael’s Country Day School.
How to Apply
is provided.
Ready to take the next step with Waring & Carmen Partridge Foundation?
Geographic Focus
Where this funder awards grants
The 2024 filing reports grant-dollar shares by recipient state as PW 59%, RI 32%, CT 6%, and NY 3%. The listed recipients include organizations in Newport, Rhode Island; New Haven and Mystic, Connecticut; and New York, New York.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $16K (2021) to $354K (2024). In 2024 it made 15 grants totaling $354K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was National Philanthropic Trust ($210K). Together the top 10 received $340K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 59 grants of 61 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Trust Jenkintown, PW | Charitable | $210,000 |
| Naval War College Foundation Newport, RI | Charitable | $25,000 |
| Newport Hospital Foundation Newport, RI | Charitable | $25,000 |
| Redwood Library and Athenaeum Newport, RI | Charitable | $25,000 |
| St Michael's Country Day School Newport, RI | Charitable | $20,000 |
| The 1768 Foundation Inc Weston, CT | Charitable | $10,000 |
| Newport String Project Newport, RI | Charitable | $10,000 |
| Buckley Institute New Haven, CT | Charitable | $5,000 |
| Center for American Marine Art Mystic, CT | Charitable | $5,000 |
| Oliver Hazard Perry Rhode Island Newport, RI | Charitable | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $4,538,946 | $487,889 | $470,231 | $354,000 |
| 2023 | $4,911,288 | $135,598 | $211,244 | $84,400 |
| 2022 | $4,522,829 | $544,109 | $381,996 | $292,800 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,538,946 | $4,911,288 | $4,522,829 |
| Revenue | $487,889 | $135,598 | $544,109 |
| Expenses | $470,231 | $211,244 | $381,996 |
| Qualifying Distributions | $356,187 | $87,115 | $343,462 |
| Net Investment Income | $59,301 | $35,669 | $60,680 |
| Distributable Amount | $317,100 | $217,701 | $230,310 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists B Waring Partridge IV as president and director, Carmen Partridge as secretary and director, Connor Wolff as treasurer and director, and Terri Lacy as director.
Waring & Carmen Partridge Foundation is led by B. Waring Partridge IV, President & Director on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
B. Waring Partridge IV
President & Director
On filings since 2020
1 hr/week
No compensation reported
Carmen Partridge
Secretary & Director
On filings since 2020
0.5 hrs/week
No compensation reported
Connor Wolff
Treasurer & Director
On filings since 2020
0.5 hrs/week
No compensation reported
Terri Lacy
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: Linda M. Hahn (2020–2021) — Director · Filing note: Thru June 1 2021
- Former: Tatiana A. Jitkoff (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 382 Ne 191St Pmb 30562, Miami, FL 33179
Phone: (361) 455-9011
Frequently asked questions about Waring & Carmen Partridge Foundation
How much does Waring & Carmen Partridge Foundation give each year?
Waring & Carmen Partridge Foundation gave $354K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $84K across 7 grants.
What is Waring & Carmen Partridge Foundation's typical grant size?
Waring & Carmen Partridge Foundation's median grant in 2024 was $5,000, and its average grant was $23,600, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Waring & Carmen Partridge Foundation that year got $5K on average.
Where does Waring & Carmen Partridge Foundation give grants?
Waring & Carmen Partridge Foundation gives mostly in Palau: 59% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (32%) and Connecticut (6%). The most frequent recipient cities were Newport, RI (8 grants) and New York, NY (2 grants).
Does Waring & Carmen Partridge Foundation give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on Waring & Carmen Partridge Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (15 grants).
Who are Waring & Carmen Partridge Foundation's largest grantees?
Waring & Carmen Partridge Foundation's largest 2024 grantees include National Philanthropic Trust ($210,000), Naval War College Foundation ($25,000) and Newport Hospital Foundation ($25,000), according to its 2024 IRS Form 990-PF. Together they received 73% of its itemized 2024 grant dollars.
How large is Waring & Carmen Partridge Foundation?
Waring & Carmen Partridge Foundation reported $4.5M in total assets on its 2024 IRS Form 990-PF. It paid out $356K in qualifying distributions that year, against a required minimum of $317K (roughly 5% of its investment assets).
What does Waring & Carmen Partridge Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations working in areas including health care, education, music, maritime education, and news. See mission & focus areas ↑
How do I apply for a grant from Waring & Carmen Partridge Foundation?
An earlier profile states that the foundation does not accept applications; no further application process is provided. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Waring & Carmen Partridge Foundation's EIN?
Waring & Carmen Partridge Foundation's EIN (Employer Identification Number) is 74-2712637. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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