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Nonprofit · EIN 81-3938600

PARTLO FOUNDATION INC

Tax-exempt · GARNER, NC 27529

Financials

$774K$14K2023$758K$164K2024
Revenue Expenses · by fiscal year end
Financials of PARTLO FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$757,656$164,415$593,241$4,432,300$0$4,432,300
June 30, 2024990-PF$774,417$14,310$760,107$3,841,897$0$3,841,897
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$620,859
Dividends
$108,398
Interest
$24,677
Net gain from sales of assets
$3,722

Expenses

Grants and similar amounts paid
$154,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$159,207
Excise tax on investment income
$1,829

Balance sheet and other

Total assets, start of year
$3,841,897
Total assets, end of year
$4,432,300
Total liabilities, end of year
$0
Net assets, end of year
$4,432,300
Fair market value of assets
$5,037,987
Qualifying distributions
$159,207
Net investment income
$136,797

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Barry W Partlo
100 Partlo Street, Garner, NC 27529
President0$0
Jarod M Partlo
100 Partlo Street, Garner, NC 27529
Secretary/Treasurer0$0
Kelly A Partlo
100 Partlo Street, Garner, NC 27529
Director0$0
Waverly H Barnes Jr
100 Partlo Street, Garner, NC 27529
Director0$0
Jonathan D Adams
1266 Benson Road, Garner, NC 27529
Director0$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
Barry W Partlo
100 Partlo Street, Garner, NC 27529
President0$0
Jarod M Partlo
100 Partlo Street, Garner, NC 27529
Secretary/Treasurer0$0
Kelly A Partlo
100 Partlo Street, Garner, NC 27529
Director0$0
Waverly H Barnes Jr
100 Partlo Street, Garner, NC 27529
Director0$0
Jonathan D Adams
1266 Benson Road, Garner, NC 27529
Director0$0

Address and contacts

Address (IRS master file)
PO BOX 799, GARNER, NC 27529-0799
In care of
% BARRY PARTLO
Signed the 990-PF
Barry W Partlo, President
Phone
(919) 772-9722
Return prepared by
John D Adams & Company CPAs PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
81-3938600
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2017
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$4,432,300
Income (IRS master file)
$944,690

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$757,656$164,415$4,432,300XML
990-PFJune 2024$774,417$14,310$3,841,897XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3938600).

Questions about PARTLO FOUNDATION INC

What is the EIN of PARTLO FOUNDATION INC?
The employer identification number (EIN) of PARTLO FOUNDATION INC is 81-3938600.
Is PARTLO FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to PARTLO FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PARTLO FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PARTLO FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PARTLO FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of PARTLO FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PARTLO FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $757,656, expenses of $164,415 and total assets of $4,432,300 at year end.

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