Dale E And Cheryl E Bartchcharitable Foundation Inc
- Assets
- $599.4k
- Revenue
- $6.7k
- Investments
- $532.2k
- Employees
- 0
- Location
- Apopka, FL
- Founding
- 06/2006
- Data as of
- 06/2022
- EIN
- 20-4046341
Organization Overview
Dale E And Cheryl E Bartchcharitable Foundation Inc is located in Apopka, FL. The organization was established in 2006. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dale E And Cheryl E Bartchcharitable Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Dale E And Cheryl E Bartchcharitable Foundation Inc generated $6.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (26.5%) each year. All expenses for the organization totaled $62.8k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cheryl E Bartch President, Director | 2 | $0 | |
Kristen Bartch Knight Director, Treasurer | 1 | $0 | |
Alfred C Haliday Jr Director (thru 01/1/22) | 0 | $0 | |
Melissa Richards Director, Secretary | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $27 |
| Dividends & Interest | $6,010 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $646 |
| Capital Gain Net Income | $646 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $6,683 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,840 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $7,779 |
| Contributions, gifts, grants paid | $55,000 |
| Total expenses and disbursements | $62,779 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $50,000 |
| Savings and temporary cash investments | $17,202 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $599,389 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Dale E And Cheryl E Bartchcharitable Foundation Inc has awarded $55,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
ADVENTHEALTH FOUNDATION CENTRAL FLORIDA PURPOSE: TRANSPLANT PATIENT ASSISTANCE PROGRAM | $25,000 |
Winter Park, FL PURPOSE: SPONSOR 2 STUDENTS | $20,000 |
Cashiers, NC PURPOSE: MUSIC & DRAMA PROGRAM | $5,000 |
INTERNATIONAL RESCUE COMMITTEE PURPOSE: SUPPORT AFGHAN REFUGEE FAMILIES | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Fraser-Parker Foundation Atlanta, GA | $226,420,772 | $14,099,479 |
Paces Foundation Inc Smyrna, GA | $85,397,872 | $9,603,919 |
Ds Foundation Miami, FL | $183,651,055 | $1,385,395 |
The Ma-Ran Foundation Atlanta, GA | $81,838,064 | $4,938,726 |
Altec-Styslinger Foundation Inc Birmingham, AL | $128,305,509 | $25,360,360 |
Elizabeth Morse Genius Foundation Winter Park, FL | $145,557,522 | $11,233,005 |
Daniel Foundation Of Alabama Birmingham, AL | $125,925,900 | $11,135,386 |
Daniel E Offutt Iii Charitable Tr Sarasota, FL | $1,076,359 | $6,500,161 |
BBVA Foundation Birmingham, AL | $0 | $7,925,433 |
E G Watkins Family Foundation West Palm Beach, FL | $3,784,813 | $11,500,184 |
The Anita James Rosen Foundation Inc St Petersburg, FL | $5,834,282 | $31,742 |
Peterffy Foundation West Palm Beach, FL | $132,920,946 | $11,657,366 |