Civic Intelligence

Dale E and Cheryl E Bartch Charitable Foundation Inc.

990PF • Fiscal year 2012 • EIN 20-4046341

Jul 01, 2011 to Jun 30, 2012 • Filed on Jul 31, 2012

Organization Profile
PO Box 49332756-0493
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

95th percentile

134%

Faster asset growth than 95% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$183,840

No earlier filing loaded for comparison.

Net Assets

$183,840

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$105,351

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2012: $183,840Liabilities 2012: $0Net Assets 2012: $183,8402012Assets 2013: $235,066Liabilities 2013: $0Net Assets 2013: $235,0662013Assets 2014: $107,104Liabilities 2014: $0Net Assets 2014: $107,1042014Assets 2015: $77,042Liabilities 2015: $0Net Assets 2015: $77,0422015Assets 2016: $71,893Liabilities 2016: $0Net Assets 2016: $71,8932016Assets 2017: $71,423Liabilities 2017: $0Net Assets 2017: $71,4232017Assets 2018: $71,551Liabilities 2018: $0Net Assets 2018: $71,5512018Assets 2019: $71,976Liabilities 2019: $0Net Assets 2019: $71,9762019Assets 2020: $72,158Liabilities 2020: $0Net Assets 2020: $72,1582020Assets 2021: $655,485Liabilities 2021: $0Net Assets 2021: $655,4852021Assets 2022: $599,389Liabilities 2022: $0Net Assets 2022: $599,3892022Assets 2023: $580,585Liabilities 2023: $0Net Assets 2023: $580,5852023Assets 2025: $864,413Liabilities 2025: $0Net Assets 2025: $864,4132025

Highlighted filing

2012

Assets$183,840
Liabilities$0
Net Assets$183,840
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2012: $105,3512012Expenses 2013: $173,6372013Revenue 2014: $896,867Expenses 2014: $1,024,829Net Income 2014: -$127,9622014Revenue 2015: $15,429Expenses 2015: $45,491Net Income 2015: -$30,0622015Revenue 2016: $57,877Expenses 2016: $63,026Net Income 2016: -$5,1492016Revenue 2017: $107Expenses 2017: $577Net Income 2017: -$4702017Revenue 2018: $191Expenses 2018: $63Net Income 2018: $1282018Revenue 2019: $534Expenses 2019: $109Net Income 2019: $4252019Revenue 2020: $254Expenses 2020: $72Net Income 2020: $1822020Revenue 2021: $591,226Expenses 2021: $7,899Net Income 2021: $583,3272021Revenue 2022: $6,683Expenses 2022: $62,779Net Income 2022: -$56,0962022Revenue 2023: $12,971Expenses 2023: $31,775Net Income 2023: -$18,8042023Revenue 2025: $42,281Expenses 2025: $64,591Net Income 2025: -$22,3102025

Highlighted filing

2012

Revenue-
Expenses$105,351
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jul 31, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE E BARTCH DECEASED 101711President-$0--
CHERYL E BARTCHPresidentPT$0--
KRISTEN L BARTCH-KNIGHTSecr-TreasPT$0--
ALFRED C HALIDAY JRDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEESBURG FOOD BANK INCFOOD FOR THE NEEDY501(C)(3)LEESBURG, FL, US$40,000
Paid GrantMONTESSORI AT ROSEBOROUGHSCHOLARSHIP FOR STUDENT IN NEED.501(C)(3)MT DORA, FL, US$4,550
Paid GrantWCTC FOUNDATION INCSCHOLARSHIP FUNDING501(C)(3)PEWAUKEE, WI, US$1,000
Paid GrantEDUCATION FOUNDATION OF LAKE COUNTYEDUCATION FUND RAISER501(C)(3)LEESBURG, FL, US$300
Paid GrantAMERICAN DIABETES ASSOCDIABETES RESEARCH501(C)(3)ALEXANDRIA, VA, US$150
Paid GrantFLORIDA BAPTIST CHILDRENS HOMEFUNDING AS A MEMORIAL CONTRIBUTION501(C)(3)LAKELAND, FL, US$100
Filing and Contact Details

Filer

EIN
20-4046341
Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0764
AccountingFeesSchedule/AccountingFees/Category0INDOOR TOY STORAGE LLC
CompensationExplanation/Compensation/PersonName0DALE E BARTCH DECEASED 101711
CompensationExplanation/Compensation/PersonName1CHERYL E BARTCH
CompensationExplanation/Compensation/PersonName2KRISTEN L BARTCH-KNIGHT
CompensationExplanation/Compensation/PersonName3ALFRED C HALIDAY JR
ExplnOfNonFilingWithAGStmt/Statement0FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE COPY
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/BusinessCode0532000
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessIncomeAmount01602
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount01602
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01616
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0764
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps046100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss046100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0105110
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss060447
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss014
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss01602
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss028210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss07006
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss023271
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0105351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0210461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss059251
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY05763
IRS990PF/BalanceSheets/OtherAssetsEOY07365
IRS990PF/BalanceSheets/OtherAssetsEOYFMV07365
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY078730
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY0183840
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY072967
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0176475
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0176475
IRS990PF/BalanceSheets/TotalAssetsBOY078730
IRS990PF/BalanceSheets/TotalAssetsEOY0183840
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0183840
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY078730
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0183840
IRS990PF/BalanceSheets/TotalNetAssetsBOY078730
IRS990PF/BalanceSheets/TotalNetAssetsEOY0183840
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0105110
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0183840
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY078730
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0183840
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted07297
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj07297
IRS990PF/DistributableAmount/DistributableAmountBeforeDed07297
IRS990PF/DistributableAmount/MinimumInvestmentReturn07297
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments030
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0183840
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0148168
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0140803
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02223
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets07365
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07297
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0145945
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0148168
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition110.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DALE E BARTCH DECEASED 101711
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CHERYL E BARTCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KRISTEN L BARTCH-KNIGHT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ALFRED C HALIDAY JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECR-TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13400 WEBSTER STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MT DORA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MT DORA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MT DORA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3LEESBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0327560493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1327560493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode2327560493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode334748
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct092088
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets092088
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.630980
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.343375
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.714528
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.660313
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.741564
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.695120
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0145945
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1090193
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20165382
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30180322
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40218290
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50110801
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions046126
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1030970
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20118170
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30119069
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40161876
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5077020
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio03.154900
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions046126
IRS990PF/QualifyingDistributions/ExpensesAndContributions046126
IRS990PF/QualifyingDistributions/QualifyingDistributions046126
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0KRISTEN L BARTCH-KNIGHT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03527870002
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 493
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MT DORA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0327560493
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/Form990TFiled0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000true
IRS990PF/StatementsRegardingActivities/WebsiteAddress0GUIDESTAR.ORG
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0GRANT APPLICATION GUIDELINES ATTACHED POST-SECONDARY EDUCATION SCHOLARSHIPS FOR DESERVING, NEEDY STUDENTS. THE CRITERIA FOR DEFINING DESERVING AND NEEDY SHALL BE DETERMINED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. THE FIVE PAGE SCHOLARSHIP APPLICATION WITH SUBMISSION INSTRUCTIONS IS ATTACHED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CHERYL E BARTCH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03527870002
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 493
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MT DORA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0327560493
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO REQUESTS BY TELEPHONE ACCEPTED. ALL APPLICATIONS MUST BE SUBMITTED BY MAIL. NO RESTRICTIONS TO KINDS OF INSTITUTIONS AS LONG AS INSTITUTION QUALIFIES AS TAX EXEMPT ORGANIZATION. SCHOLARSHIP APPLICANTS ARE LIMITED POST-SECONDARY EDUCATION ONLY. THE PURPOSE AND AMOUNT WILL BE DEPENDENT UPON NEED AND WILL BE DETERMINED ON A CASE-BY-CASE BASIS. THE FOUNDATION WILL NOT AWARD EDUCATIONAL LOANS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0DALE E AND CHERYL E BARTCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount440000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount54550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION FUND RAISER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FUNDING AS A MEMORIAL CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP FUNDING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3DIABETES RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4FOOD FOR THE NEEDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIP FOR STUDENT IN NEED.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EDUCATION FOUNDATION OF LAKE COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FLORIDA BAPTIST CHILDRENS HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12WCTC FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13AMERICAN DIABETES ASSOC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14LEESBURG FOOD BANK INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MONTESSORI AT ROSEBOROUGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10910 EAST DIXIE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111015 SIKES BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12800 MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131701 N BEAUREGARD ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141305 SUNSHINE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15751 EAST 5TH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEESBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LAKELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PEWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ALEXANDRIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LEESBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MT DORA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode034748
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode133815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253072
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode322311
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode434748
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode532757
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear046100
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07297
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07297
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1026460
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20109901
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30110080
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40153815
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5073441
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5073441
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0439085
IRS990PF/UndistributedIncome/ExcessFromCurrentYear038829
IRS990PF/UndistributedIncome/ExcessFromYear1026460
IRS990PF/UndistributedIncome/ExcessFromYear20109901
IRS990PF/UndistributedIncome/ExcessFromYear30110080
IRS990PF/UndistributedIncome/ExcessFromYear40153815
IRS990PF/UndistributedIncome/QualifyingDistributions046126
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus038829
IRS990PF/UndistributedIncome/TotalCorpus0512526
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0473697
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0150000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10PO BOX 493
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MT DORA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0327560493
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CHERYL E BARTCH
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue05763
OtherAssetsSchedule/OtherAssets/Description0INDOOR TOY STORAGE LLC
OtherAssetsSchedule/OtherAssets/EOYBookValue07365
OtherAssetsSchedule/OtherAssets/EOYFMV07365
OtherExpensesSchedule/OtherExpenses/Description0INDOOR TOY STORAGE LLC
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/Description2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description3SECURITY SYSTEM
OtherExpensesSchedule/OtherExpenses/Description4TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description5EXPENSES
OtherExpensesSchedule/OtherExpenses/Description6POSTAGE
OtherExpensesSchedule/OtherExpenses/Description7FEDERAL ESTIMATED TAX PAYMENT
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps026
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome026
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02909
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks132
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21887
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks31772
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks452
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks5354
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount023271
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INDOOR TOY STORAGE LLC
SubstantialContributorsSch/SubstantialContributor/PersonName0CHERYL E BARTCH
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10PO BO X 493
SubstantialContributorsSch/SubstantialContributor/USAddress/City0MT DORA
SubstantialContributorsSch/SubstantialContributor/USAddress/State0FL
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode0327560493
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204046341
ReturnHeader/Filer/Name/BusinessNameLine10DALE E AND CHERYL E BARTCH
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION INC
ReturnHeader/Filer/NameControl0DALE
ReturnHeader/Filer/Phone03527870002
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 493
ReturnHeader/Filer/USAddress/City0MT DORA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0327560493
ReturnHeader/Officer/DateSigned02012-07-31
ReturnHeader/Officer/Name0CHERYL E BARTCH
ReturnHeader/Officer/Phone03527870002
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-08-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HALIDAY BAIR & HUX PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10400 WEBSTER STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LEESBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode034748
ReturnHeader/Preparer/Name0ALFRED C HALIDAY JR
ReturnHeader/Preparer/Phone03527873445
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-07T12:50:34-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,840
Liabilities
$0
Net assets
$183,840
Revenue
-
Expenses
$105,351
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.03$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.01$0.06$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.59$0.01$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.06$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.02$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.90$1.02$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.17
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.11