Dale E and Cheryl E Bartch
Dale E and Cheryl E Bartch is a private foundation, based in Winter Park, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $864K in total assets. In 2025, it awarded 3 grants totaling $55K. Net investment income was $34K.
Dale E and Cheryl E Bartch at a glance
In short: Dale E and Cheryl E Bartch gave $55K across 3 grants in 2025 (avg $18K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,000
- +22.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $18,333
- +22.2% vs 2024
- Median grant
- $20,000
- Total assets
- $864,413
- -2.5% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dale E and Cheryl E Bartch funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Rollins Museum ($25K). Together the top 3 received $55K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Dale E and Cheryl E Bartch gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $27K (2023) to $55K (2025). In 2025 it made 3 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rollins Museum Winter Park, FL | Support for Innovation Triangle: Museum of Art Facility | $25,000 |
| S O S Support Our Scholars Inc Maitland, FL | To Support SOS' 2025 Dorm Shower Project | $20,000 |
| Second Harvest Food Bank of Central Florida Inc Orlando, FL | General Donation to Food Bank | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $864,413 | $42,281 | $64,591 | $55,000 | 3 | $55,000 | $33,836 | $50,610 |
| 2024 | $886,723 | $357,681 | $51,543 | $45,000 | 3 | $45,000 | $266,816 | $38,925 |
| 2023 | $580,585 | $12,971 | $31,775 | $26,500 | 4 | $26,500 | $7,696 | $30,101 |
| 2022 | $599,389 | $6,683 | $62,779 | $55,000 | 4 | $55,000 | $744 | $33,673 |
| 2021 | $655,485 | $591,226 | $7,899 | — | — | — | $263,314 | $25,924 |
Under IRS private-foundation payout rules, Dale E and Cheryl E Bartch reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dale E and Cheryl E Bartch is led by Cheryl E. Bartch, President & Director on every filing since 2021; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Cheryl E. Bartch
President & Director
On filings since 2021
2 hrs/week
No compensation reported
Melissa Richards
Director & Secretary
On filings since 2021
4 hrs/week
$1K (2023) → $323 (2025)
Kristen Bartch Knight
Director & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Alfred C. Haliday Jr. (2021–2022) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $323, to Melissa Richards (Director, Secretary).
Frequently asked questions about Dale E and Cheryl E Bartch
How much does Dale E and Cheryl E Bartch give each year?
Dale E and Cheryl E Bartch gave $55K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 3 grants.
What is Dale E and Cheryl E Bartch's typical grant size?
Dale E and Cheryl E Bartch's median grant in 2025 was $20,000, and its average grant was $18,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does Dale E and Cheryl E Bartch give grants?
Dale E and Cheryl E Bartch gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Dale E and Cheryl E Bartch give general operating support?
Yes: 33% of Dale E and Cheryl E Bartch's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Dale E and Cheryl E Bartch?
Dale E and Cheryl E Bartch reported $864K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets).
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 23, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 3, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2021–2025
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