The Dale and Doreen Petrovitch Family Foundation

Private foundation · Grantmaker Kiawah Island, SC EIN: 36-7633040

The Dale and Doreen Petrovitch Family Foundation is a private foundation, based in Kiawah Island, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $736K in total assets. In 2024, it awarded 5 grants totaling $70K. Net investment income was $75K.

Key facts about The Dale and Doreen Petrovitch Family Foundation

In short: The Dale and Doreen Petrovitch Family Foundation gave $70K across 5 grants in 2024 (avg $14K), mostly in Indiana. Source: 2024 IRS Form 990-PF.

EIN
36-7633040
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$70,000
Grants made (2024)
5
Average grant
$14,000
Median grant
$15,000
Total assets
$735,969
Primary geography
Indiana (50% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$736K

+0.7% YoY

Annual Giving

$70K

+27.3% YoY

Grant Count

5

+25.0% YoY

Avg Grant Size

$14K

+1.8% YoY

Under IRS private-foundation payout rules, The Dale and Doreen Petrovitch Family Foundation reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.

How The Dale and Doreen Petrovitch Family Foundation gives

  • Giving grew 470% from 2021 to 2024. Method
  • In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

UplandSoutheasternBryn MawrCoatesvilleHolmesNew YorkNorristownNorth CharlestonPhiladelphiaSouthernUsaf Academy

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K4 grants2020 1 grant2021 6 grants2022 4 grants2023 5 grants2024

From 2020 to 2024, annual grant giving ranged from $12K (2021) to $70K (2024). In 2024 it made 5 grants totaling $70K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Taylor University: $20KTaylor University$20KFinding Shelter Inc: $15KFinding Shelter Inc$15KLift Eastbrook Afterschool Inc: $15KLift Eastbrook Afterschool Inc$15KThomas Jefferson University: $10KThomas Jefferson University$10KEmpowers Africa: $10KEmpowers Africa$10K

The largest 2024 recipient was Taylor University ($20K). Together the top 5 received $70K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Taylor University Upland, INCharitable Purposes$20,000
Finding Shelter Inc Southeastern, PACharitable Purposes$15,000
Lift Eastbrook Afterschool Inc Upland, INCharitable Puroses$15,000
Thomas Jefferson University Philadelphia, PACharitable Purposes$10,000
Empowers Africa New York, NYCharitable Purposes$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$735,969$730,613$705,258
Revenue$96,552$99,055$6,139
Expenses$91,196$73,700$78,137
Qualifying Distributions$70,000$55,000$57,828
Net Investment Income$75,356$80,355—
Distributable Amount$62,780$53,273$56,938

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 24, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 7, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 5, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 26, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 9, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Dale and Doreen Petrovitch Family Foundation is led by Dale Lee Petrovitch, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Dale Lee Petrovitch

    President

    On filings since 2020

    No compensation reported

  • Doreen Petrovitch

    V. President

    V President → V. President, 2022

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Dale and Doreen Petrovitch Family Foundation

How much does The Dale and Doreen Petrovitch Family Foundation give each year?

The Dale and Doreen Petrovitch Family Foundation gave $70K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $55K across 4 grants.

What is The Dale and Doreen Petrovitch Family Foundation's typical grant size?

The Dale and Doreen Petrovitch Family Foundation's median grant in 2024 was $15,000, and its average grant was $14,000, across 5 grants on its 2024 IRS Form 990-PF.

Where does The Dale and Doreen Petrovitch Family Foundation give grants?

The Dale and Doreen Petrovitch Family Foundation gives mostly in Indiana: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Pennsylvania (36%) and New York (14%). The most frequent recipient cities were Upland, IN (2 grants).

Who are The Dale and Doreen Petrovitch Family Foundation's largest grantees?

The Dale and Doreen Petrovitch Family Foundation's largest 2024 grantees include Taylor University ($20,000), Finding Shelter Inc ($15,000) and Lift Eastbrook Afterschool Inc ($15,000), according to its 2024 IRS Form 990-PF. Together they received 71% of its itemized 2024 grant dollars.

How large is The Dale and Doreen Petrovitch Family Foundation?

The Dale and Doreen Petrovitch Family Foundation reported $736K in total assets on its 2024 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets).

What is The Dale and Doreen Petrovitch Family Foundation's EIN?

The Dale and Doreen Petrovitch Family Foundation's EIN (Employer Identification Number) is 36-7633040. IRS Form 990 filing data is available on this page for 2020–2024.

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

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