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
3
-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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
What is Dale E and Cheryl E Bartch's EIN?
Dale E and Cheryl E Bartch's EIN (Employer Identification Number) is 20-4046341. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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