Nonprofit · EIN 20-4046341
DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC
Tax-exempt · WINTER PARK, FL 32790
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $42,281 | $64,591 | -$22,310 | $864,413 | $0 | $864,413 |
| June 30, 2024 | 990-PF | $357,681 | $51,543 | $306,138 | $886,723 | $0 | $886,723 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $12,190
- Interest
- $22,472
- Net gain from sales of assets
- $7,619
Expenses
- Grants and similar amounts paid
- $55,000
- Compensation of officers, directors and key employees
- $323
- Disbursements for charitable purposes
- $55,000
- Excise tax on investment income
- $470
Balance sheet and other
- Total assets, start of year
- $886,723
- Total assets, end of year
- $864,413
- Total liabilities, end of year
- $0
- Net assets, end of year
- $864,413
- Fair market value of assets
- $1,026,582
- Qualifying distributions
- $55,000
- Net investment income
- $42,281
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA RICHARDS PO BOX 5, WINTER PARK, FL 32790 | DIRECTOR, SECRETARY | 4 | $323 |
| CHERYL E BARTCH PO BOX 5, WINTER PARK, FL 32790 | PRESIDENT, DIRECTOR | 2 | $0 |
| KRISTEN BARTCH KNIGHT PO BOX 5, WINTER PARK, FL 32790 | DIRECTOR, TREASURER | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA RICHARDS PO BOX 5, WINTER PARK, FL 32790 | DIRECTOR, SECRETARY | 4 | $1,080 |
| CHERYL E BARTCH PO BOX 5, WINTER PARK, FL 32790 | PRESIDENT, DIRECTOR | 2 | $0 |
| KRISTEN BARTCH KNIGHT PO BOX 5, WINTER PARK, FL 32790 | DIRECTOR, TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5, WINTER PARK, FL 32790-0005
- In care of
- % KRISTEN L BARTCH
- Signed the 990-PF
- MELISSA RICHARDS, SECRETARY
- Phone
- (407) 474-5514
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4046341
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $864,413
- Income (IRS master file)
- $84,629
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $42,281 | $64,591 | $864,413 | XML |
| 990-PF | June 2024 | $357,681 | $51,543 | $886,723 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4046341).
Questions about DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC
- What is the EIN of DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC is 20-4046341.
- Is DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $323 (MELISSA RICHARDS, DIRECTOR, SECRETARY).
- How much revenue does DALE E AND CHERYL E BARTCHCHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $42,281, expenses of $64,591 and total assets of $864,413 at year end.
Other nonprofits in WINTER PARK
- SEFIROT FOUNDATION INC EIN 99-3311604 · last filed 990-PF for 2025
- JACARLENE FOUNDATION EIN 59-7188681 · last filed 990-PF for 2025
- SHARON GINSBURG FOUNDATION INC EIN 33-4286559 · last filed 990-PF for 2025
- ROBERT M GRACE FOUNDATION INC EIN 88-3571287 · last filed 990-PF for 2024
- GLENDA G MORGAN CHARITABLE FOUNDATION INC EIN 20-0525462 · last filed 990 for 2025
- AERAS FOUNDATION INC EIN 85-1405836 · last filed 990 for 2025
- MICHAEL A MENNELLO AND THE HONORABLE MARILYN LOGSDON MENNELLO EIN 33-2082169
- SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC EIN 20-8662831 · last filed 990-PF for 2024
All nonprofits in WINTER PARK · Florida · Philanthropy, voluntarism and grantmaking foundations