Civic Intelligence

Dale E and Cheryl E Bartch Charitable Foundation Inc.

990PF • Fiscal year 2013 • EIN 20-4046341

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 07, 2014

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$235,066

Up $51,226 (+28%) from 2012

Net Assets

Up

$235,066

Up $51,226 (+28%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$173,637

Up $68,286 (+65%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2013

Assets$235,066
Liabilities$0
Net Assets$235,066
Open 2013 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

2013

Revenue-
Expenses$173,637
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 7, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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 GrantFLORIDA HOSPITAL FOUNDATIONTRANSPLANT HOUSE501(C)(3)ORLANDO, FL, US$100,000
Paid GrantLEESBURG FOOD BANK INCFOOD FOR THE NEEDY501(C)(3)LEESBURG, FL, US$20,000
Paid GrantAMERICAN DIABETES ASSOCIATIONDIABETES RESEARCH501 (C)(3)ALEXANDRIA, VA, US$250
Filing and Contact Details

Filer

EIN
20-4046341
Raw XML Appendix320 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
CompensationExplanation/Compensation/PersonName0CHERYL E BARTCH
CompensationExplanation/Compensation/PersonName1KRISTEN L BARTCH-KNIGHT
CompensationExplanation/Compensation/PersonName2ALFRED C HALIDAY JR
ExplnOfNonFilingWithAGStmt/Statement0FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE COPY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue037405
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue149438
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV047644
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV191383
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0400SHARES SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12,765SHARES ARTISAN FDS INTL VAL FD
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount011
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/BusinessCode0532000
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessIncomeAmount047699
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount011
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount047699
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA047710
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses051226
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss053759
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss011
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss047699
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss06271
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm061
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0173637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0224863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0181
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss053387
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY086843
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/OtherAssetsEOY08009
IRS990PF/BalanceSheets/OtherAssetsEOYFMV08009
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY0183840
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY0235066
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0140214
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0140214
IRS990PF/BalanceSheets/TotalAssetsBOY0183840
IRS990PF/BalanceSheets/TotalAssetsEOY0235066
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0287250
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0183840
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0235066
IRS990PF/BalanceSheets/TotalNetAssetsBOY0183840
IRS990PF/BalanceSheets/TotalNetAssetsEOY0235066
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses051226
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0235066
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0183840
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0235066
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted010324
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj010324
IRS990PF/DistributableAmount/DistributableAmountBeforeDed010324
IRS990PF/DistributableAmount/MinimumInvestmentReturn010324
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments030
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0287250
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0209619
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0122189
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities079421
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03144
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets08009
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn010324
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0206475
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0209619
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHERYL E BARTCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KRISTEN L BARTCH-KNIGHT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ALFRED C HALIDAY JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECR-TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12400 WEBSTER STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MT DORA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MT DORA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LEESBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0327560493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1327560493
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode234748
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0114628
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0114628
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.555166
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.316051
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.343375
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.714528
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.660313
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.741564
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0206475
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10145945
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2090193
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30165382
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50218290
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0120250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1046126
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2030970
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30118170
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40119069
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50161876
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.775831
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0120250
IRS990PF/QualifyingDistributions/ExpensesAndContributions0120250
IRS990PF/QualifyingDistributions/QualifyingDistributions0120250
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/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/Form990TFiled0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
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
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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/ContributingManager0CHERYL E BARTCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TRANSPLANT HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FOOD FOR THE NEEDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2DIABETES RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FLORIDA HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LEESBURG FOOD BANK INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102809 NORTH ORANGE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111305 SUNSHINE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121701 NORTH BEAUREGARD ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ORLANDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEESBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ALEXANDRIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode032804
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode134748
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode222311
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0120250
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/AppliedToCurrentYear010324
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010324
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1038829
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2026460
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30109901
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40110080
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50153815
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50153815
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0395196
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0109926
IRS990PF/UndistributedIncome/ExcessFromYear1038829
IRS990PF/UndistributedIncome/ExcessFromYear2026460
IRS990PF/UndistributedIncome/ExcessFromYear30109901
IRS990PF/UndistributedIncome/ExcessFromYear40110080
IRS990PF/UndistributedIncome/QualifyingDistributions0120250
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0109926
IRS990PF/UndistributedIncome/TotalCorpus0549011
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0439085
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0171093
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/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI11
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-17
IRS990ScheduleB/NoncashProperty/DateReceived12013-01-03
IRS990ScheduleB/NoncashProperty/FairMarketValue065776
IRS990ScheduleB/NoncashProperty/FairMarketValue184775
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0SPDR GOLD TRUST
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription1ARTISAN FDS INC INT VALUE FD
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue07365
OtherAssetsSchedule/OtherAssets/Description0INDOOR TOY STORAGE LLC
OtherAssetsSchedule/OtherAssets/EOYBookValue08009
OtherAssetsSchedule/OtherAssets/EOYFMV08009
OtherExpensesSchedule/OtherExpenses/Description0INDOOR TOY STORAGE LLC
OtherExpensesSchedule/OtherExpenses/Description1OTHER EXPENSES
OtherExpensesSchedule/OtherExpenses/Description2EXPENSES
OtherExpensesSchedule/OtherExpenses/Description3BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description4FEDERAL ESTIMATED TAX PAYMENT
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0120
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06060
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1120
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks291
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount020513
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
TaxesSchedule/Taxes/Amount061
TaxesSchedule/Taxes/Category0FLORIDA ANNUAL REPORT
TaxesSchedule/Taxes/NetInvestmentIncome061
ReturnHeader/BuildTS02015-12-30 17:16:21Z
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/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-02-07
ReturnHeader/Officer/Name0CHERYL E BARTCH
ReturnHeader/Officer/Phone03527870002
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02014-02-05
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-13T08:11:59-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,066
Liabilities
$0
Net assets
$235,066
Revenue
-
Expenses
$173,637
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits