Dale E and Cheryl E Bartch

Foundation · Grantmaker WINTER PARK, FL EIN: 20-4046341

Dale E and Cheryl E Bartch is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER PARK, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $887K in total assets. In 2024, it awarded 3 grants totaling $45K. Net investment income was $267K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$887K

+52.7% YoY

Annual Giving

$45K

+69.8% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$15K

+126.4% YoY

Under IRS private-foundation payout rules, Dale E and Cheryl E Bartch reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Dale E and Cheryl E Bartch

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $102K (80%)

North Carolina $25K (20%)

States

Florida North Carolina

Cities

AshevilleCashiersMaitlandOrlandoTallahasseeWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$886,723	$580,585	$599,389
Revenue	$357,681	$12,971	$6,683
Expenses	$51,543	$31,775	$62,779
Qualifying Distributions	$45,000	$26,500	$55,000
Net Investment Income	$266,816	$7,696	$744
Distributable Amount	$38,925	$30,101	$33,673

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include S O S Support Our Scholars Inc ($20,000), Second Harvest Food Bank of Central Florida Inc ($15,000), The Community Foundation of Western North Carolina ($10,000).

Recipient	Purpose	Amount
S O S SUPPORT OUR SCHOLARS INC MAITLAND, FL	SPONSORSHIP FOR 1 SCHOLAR; 1 EMERGENCY FUND	$20,000
SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC ORLANDO, FL	GENERAL DONATION TO FOOD BANK	$15,000
THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA ASHEVILLE, NC	CEDAR CREEK CLUB CHARITABLE FUND FOR DONATION MATCHING INCENTIVE PROGRAM	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHERYL E BARTCH	PRESIDENT, DIRECTOR	2	—
KRISTEN BARTCH KNIGHT	DIRECTOR, TREASURER	1	—
MELISSA RICHARDS	DIRECTOR, SECRETARY	4	$1,080

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Dale E and Cheryl E Bartch?

Dale E and Cheryl E Bartch is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER PARK, FL. It holds $887K in total assets as of 2024.

How large is Dale E and Cheryl E Bartch?

As of 2024, Dale E and Cheryl E Bartch holds $887K in total assets with $358K in annual revenue. It awarded 3 grants totaling $45K in 2024.

Where does Dale E and Cheryl E Bartch operate?

Dale E and Cheryl E Bartch has awarded grants in Florida, North Carolina.

What size grants does Dale E and Cheryl E Bartch award?

In 2024, Dale E and Cheryl E Bartch awarded 3 grants totaling $45K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Dale E and Cheryl E Bartch required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dale E and Cheryl E Bartch reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.