PARTLO FOUNDATION INC

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Plain text PARTLO FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/partlo-foundation-inc-813938600. Retrieved 2026-10-28.

APA furp.org. (n.d.). PARTLO FOUNDATION INC [Nonprofit organization profile; tax years 2017–2024]. Retrieved October 28, 2026, from https://furp.org/org/partlo-foundation-inc-813938600

MLA “PARTLO FOUNDATION INC.” furp.org, tax years 2017–2024, https://furp.org/org/partlo-foundation-inc-813938600. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2017–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $758K · expenses $164K · assets $4.4M

EIN
81-3938600
Address
PO BOX 799, GARNER, NC 27529-0799
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 2017 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 7 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Barry W Partlo President2017-2024 0 $0 reported 1
Jarod M Partlo Secretary/Treasurer2017-2024 0 $0 reported 1
Kelly A Partlo Director2017-2024 0 $0 reported 1
Waverly H Barnes Jr Director2021-2024 0 $0 reported 1
Jonathan D Adams Director2017-2024 0 $0 reported 1
Laurie L Partlo (former) Secretary/Treasurer2017-2020 0 $0 reported 1
Erik M Keener (former) Director2019 0 $0 reported 1

People by year

2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Jarod M Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Waverly H Barnes Jr Director0 $0-$0 $01
Jonathan D Adams Director0 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Jarod M Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Waverly H Barnes Jr Director0 $0-$0 $01
Jonathan D Adams Director0 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Jarod M Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Waverly H Barnes Jr Director0 $0-$0 $01
Jonathan D Adams Director0 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Jarod M Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Waverly H Barnes Jr Director0 $0-$0 $01
Jonathan D Adams Director0 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Laurie L Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Jarod M Partlo Director0 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Laurie L Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Jarod M Partlo Director0 $0-$0 $01
Erik M Keener Director0 $0-$0 $01
2018 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Laurie L Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Jarod M Partlo Director0 $0-$0 $01
Jonathan D Adams Director0 $0-$0 $01
2017 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Barry W Partlo President0 $0-$0 $01
Laurie L Partlo Secretary/Treasurer0 $0-$0 $01
Kelly A Partlo Director0 $0-$0 $01
Jarod M Partlo Director0 $0-$0 $01
Jonathan D Adams Director0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 6 grants to organizations · $154K
2023 · 3 grants to organizations · $4K
2022 · 4 grants to organizations · $43K
2021 · 2 grants to organizations · $27K
2020 · 4 grants to organizations · $43K
2019 · 6 grants to organizations · $260K
2018 · 5 grants to organizations · $16K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $621K
#ContributorTypeCity, stateTotalNoncashSource
1 Nathalie J Partlo Charitable Lead Annuity Trust Organization or other Garner, NC $620,859- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $621K
#ContributorTypeCity, stateTotalNoncashSource
1 Nathalie J Partlo Charitable Lead Annuity Trust Organization or other Garner, NC $620,859- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $621K
#ContributorTypeCity, stateTotalNoncashSource
1 Nathalie J Partlo Charitable Lead Annuity Trust Organization or other Garner, NC $620,859- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $621K
#ContributorTypeCity, stateTotalNoncashSource
1 Nathalie J Partlo Charitable Lead Annuity Trust Organization or other Garner, NC $620,859- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $621K
#ContributorTypeCity, stateTotalNoncashSource
1 Nathalie J Partlo Charitable Lead Annuity Trust Organization or other Garner, NC $620,859- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $621K
#ContributorTypeCity, stateTotalNoncashSource
1 Nathalie J Partlo Charitable Lead Annuity Trust Organization or other Garner, NC $620,859- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $882K
#ContributorTypeCity, stateTotalNoncashSource
1 Nathalie J Partlo Charitable Lead Annuity Trust Organization or other Garner, NC $882,261- Form 990PF Sch. B, 2018 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$757,656$164,415 $4,432,300$4,432,300 $620,859- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$774,417$14,310 $3,841,897$3,841,897 $620,859- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$702,895$51,391 $3,083,573$3,083,573 $620,859- $0--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$646,033$32,885 $2,433,092$2,433,092 $620,859- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$636,003$55,565 $1,820,063$1,820,063 $620,859- $0--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$634,192$266,092 $1,239,844$1,239,844 $620,859- $0--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$882,261$19,800 $871,744$871,744 $882,261- $0--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$0$2,672 $9,283$9,283 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
2040 FOUNDATION INCNCT20 $805,127$14,695,873 Board Member$726,387 Same NTEE code T20, revenue within 2x, same state, similar name
RUSTY PULLIAM FOUNDATION INCNCT20 $717,000$717,000 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
SUE & JOHN IRVIN FOUNDATIONNCT20 $776,636$131,708 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TRUE NORTH FOUNDATIONNCT20 $812,203$413,233 Trustee$0 Same NTEE code T20, revenue within 2x, same state
FIRST CITIZENS FOUNDATIONNCT20 $786,298$667,525 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
KATHLEEN KENNEDY FOUNDATIONNCT20 $721,500$560,968 DIRECTOR/PRE$100,000 Same NTEE code T20, revenue within 2x, same state
BROOKS FAMILY FOUNDATION TRNCT20 $705,989$615,322 TRUSTEE$3,000 Same NTEE code T20, revenue within 2x, same state
KENNEDY-HERTERICH FOUNDATIONNCT20 $757,994$536,420 PRESIDENT$45,000 Same NTEE code T20, revenue within 2x, same state
TA THE JOHN P MCCONNELL FOUNDATIONNCT20 $710,142$486,348 DIRECTOR / CEO$0 Same NTEE code T20, revenue within 2x, same state
BAILEY CHIPPS FAMILY FOUNDATIONNCT20 $746,773$86,810 Chairman/Dir$0 Same NTEE code T20, revenue within 2x, same state
BRIGHTHOUSE FINANCIAL FOUNDATIONNCT20 $819,782$866,329 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWALNCT20 $808,180$776,592 EXECUTIVE DI$130,658 Same NTEE code T20, revenue within 2x, same state
LOCHBAUM FAMILY CHARITABLE TRUSTNCT20 $692,855$463,237 GRANTOR$0 Same NTEE code T20, revenue within 2x, same state
PBC FOUNDATION INCNYT20 $816,093$156,285 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
MPG FOUNDATION INCCOT20 $734,679$109,663 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
PARGH FOUNDATIONFLT20 $730,592$636,099 MANAGER$0 Same NTEE code T20, revenue within 2x, similar name
2405 FOUNDATION INCMAT20 $773,750$1,052,967 PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
PINHOOK FOUNDATION INCLAT20 $800,117$747,217 Secretary/Treas$48,000 Same NTEE code T20, revenue within 2x, similar name
SAYERS FOUNDATION INCMOT20 $766,406$645,140 DIR/PRES/TRE$0 Same NTEE code T20, revenue within 2x, similar name
HERTOG FOUNDATION INCNYT20 $744,173$2,664,927 PROGRAM DIRECTOR$214,833 Same NTEE code T20, revenue within 2x, similar name
TREHAN FOUNDATION INCVAT20 $741,087$1,160,456 PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, similar name
LINGAM FOUNDATION INCNYT20 $794,623$176,807 PRESIDENT/TREASURER/DIRECT$0 Same NTEE code T20, revenue within 2x, similar name
YASHAR FOUNDATION INCNYT20 $721,360$718,815 EXECUTIVE DI$0 Same NTEE code T20, revenue within 2x, similar name
LARSEN FOUNDATION INCNJT20 $716,079$1,142,405 PRESIDENT/TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
EQUIFAX FOUNDATION INCGAT20 $780,959$1,726,591 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHN WILLIAM POPE FOUNDATION Private foundation$1,992,80848 12019–2024 THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL
THE ETHEL AND W GEORGE KENNEDY Private foundation$382,0242 12017–2017 KATHLEEN KENNEDY FOUNDATION
THE INVISIBLE HAND FOUNDATION Private foundation$299,2216 12019–2024 MAYAS HOPE FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$217,56010 22018–2024 MAYAS HOPE FOUNDATION INC; THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL
BADER FAMILY FOUNDATION Private foundation$203,5008 12017–2024 THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL
HONG ZHANG & LIYA LIANG FOUNDATION Private foundation$92,2506 12017–2023 PEACH FOUNDATION
CHARLES KOCH FOUNDATION Private foundation$55,0002 12018–2019 THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$52,3243 12023–2025 MAYAS HOPE FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$51,8006 32020–2024 THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL; MAYAS HOPE FOUNDATION INC; 13 UGLY MEN FOUNDATION INC
BRADLEY IMPACT FUND INC DAF sponsor$30,0003 12021–2024 THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL
KATHRYN B MCQUADE FOUNDATION Private foundation$25,0001 12025–2025 MAYAS HOPE FOUNDATION INC
ISAK AND ROSE WEINMAN FOUNDATION INC Private foundation$22,5003 12023–2025 MAYAS HOPE FOUNDATION INC
PAYPAL CHARITABLE GIVING FUND DAF sponsor$21,5442 12023–2024 MAYAS HOPE FOUNDATION INC
THE BLACKBAUD GIVING FUND DAF sponsor$11,6692 12022–2025 MAYAS HOPE FOUNDATION INC
THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC Private foundation$10,5005 12016–2024 THE JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $164,415 spent · pay $0 · grants $154,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $154,000 93.7%
Fees: accounting $10,415 6.3%
Total$164,415100%

View the filing

2023 · Form 990PF · $14,310 spent · pay $0 · grants $4,500 · events $0
LineAs describedTotalShare
Fees: accounting $9,810 68.6%
Contributions, gifts, grants paid $4,500 31.4%
Total$14,310100%

View the filing

2022 · Form 990PF · $51,391 spent · pay $0 · grants $43,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $43,000 83.7%
Fees: accounting $7,940 15.5%
Fees: legal $413 0.8%
Taxes $38 0.1%
Total$51,391100%

View the filing

2021 · Form 990PF · $32,885 spent · pay $0 · grants $27,450 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $27,450 83.5%
Fees: accounting $5,273 16.0%
Taxes $146 0.4%
Other expenses $16 0.0%
Total$32,885100%

View the filing

2020 · Form 990PF · $55,565 spent · pay $0 · grants $42,920 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $42,920 77.2%
Other expenses $6,582 11.8%
Fees: accounting $4,844 8.7%
Fees: legal $1,219 2.2%
Total$55,565100%

View the filing

2019 · Form 990PF · $266,092 spent · pay $0 · grants $259,728 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $259,728 97.6%
Fees: accounting $3,300 1.2%
Other expenses $2,359 0.9%
Fees: legal $705 0.3%
Total$266,092100%

View the filing

2018 · Form 990PF · $19,800 spent · pay $0 · grants $16,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $16,500 83.3%
Fees: accounting $1,708 8.6%
Fees: legal $1,592 8.0%
Total$19,800100%

View the filing

2017 · Form 990PF · $2,672 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $2,075 77.7%
Fees: legal $597 22.3%
Total$2,672100%

View the filing

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