Dale E and Cheryl E Bartch

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

3

-25.0% YoY

Avg Grant Size

$15K

+126.4% YoY

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.

Ready to take the next step with Dale E and Cheryl E Bartch?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AshevilleCashiersMaitlandOrlandoTallahasseeWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$163K$325K$488K$650K2021202220232024
Metric202420232022
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

$0$14K$28K$41K$55K0 grants20214 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

S O S SUPPORT OUR SCHOLA…$20KSECOND HARVEST FOOD BANK…$15KTHE COMMUNITY FOUNDATION…$10K

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MELISSA RICHARDSDIRECTOR, SECRETARY$1K

From 2024 filing

NameTitleHoursCompensation
CHERYL E BARTCHPRESIDENT, DIRECTOR2
KRISTEN BARTCH KNIGHTDIRECTOR, TREASURER1
MELISSA RICHARDSDIRECTOR, SECRETARY4$1,080

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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