Civic Intelligence

The David and Lyn Berelsman Family Charitable Foundation Trust

990PF • Fiscal year 2017 • EIN 52-2003023

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 17, 2018

Organization Profile
238 Acadia TerraceCelebration, FL 34747-5004

(407) 566-9294

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,367,345

Up $17,888 (+0.8%) from 2016

Net Assets

Up

$2,367,345

Up $17,888 (+0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin64th percentile

Revenue

Up

$176,118

Up $176,597 (+36868%) from 2016

Expenses

Up

$158,230

Up $58,639 (+59%) from 2016

Net Income

Up

$17,888

Up $117,958 (+118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,428,625Liabilities 2012: $02012Assets 2013: $2,402,514Liabilities 2013: $0Net Assets 2013: $2,402,5142013Assets 2014: $2,465,827Liabilities 2014: $0Net Assets 2014: $2,465,8272014Assets 2015: $2,449,527Liabilities 2015: $0Net Assets 2015: $2,449,5272015Assets 2016: $2,349,457Liabilities 2016: $0Net Assets 2016: $2,349,4572016Assets 2017: $2,367,345Liabilities 2017: $0Net Assets 2017: $2,367,3452017Assets 2018: $2,370,288Liabilities 2018: $0Net Assets 2018: $2,370,2882018Assets 2019: $2,473,320Liabilities 2019: $0Net Assets 2019: $2,473,3202019Assets 2020: $2,618,053Liabilities 2020: $0Net Assets 2020: $2,618,0532020Assets 2021: $2,636,676Liabilities 2021: $12021Assets 2022: $2,596,876Liabilities 2022: $12022Assets 2023: $2,405,972Liabilities 2023: $12023Assets 2024: $2,434,937Liabilities 2024: $0Net Assets 2024: $2,434,9372024

Highlighted filing

2017

Assets$2,367,345
Liabilities$0
Net Assets$2,367,345
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2012: $109,991Expenses 2012: $78,581Net Income 2012: $31,4102012Expenses 2013: $170,3332013Revenue 2014: $168,354Expenses 2014: $110,456Net Income 2014: $57,8982014Revenue 2015: $109,825Expenses 2015: $126,125Net Income 2015: -$16,3002015Revenue 2016: -$479Expenses 2016: $99,591Net Income 2016: -$100,0702016Revenue 2017: $176,118Expenses 2017: $158,230Net Income 2017: $17,8882017Revenue 2018: $207,085Expenses 2018: $204,142Net Income 2018: $2,9432018Revenue 2019: $207,413Expenses 2019: $104,381Net Income 2019: $103,0322019Revenue 2020: $268,019Expenses 2020: $123,286Net Income 2020: $144,7332020Revenue 2021: $161,105Expenses 2021: $142,482Net Income 2021: $18,6232021Revenue 2022: $96,806Expenses 2022: $136,606Net Income 2022: -$39,8002022Revenue 2023: $87,893Expenses 2023: $278,795Net Income 2023: -$190,9022023Revenue 2024: $158,292Expenses 2024: $129,328Net Income 2024: $28,9642024

Highlighted filing

2017

Revenue$176,118
Expenses$158,230
Net Income$17,888
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 17, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W BERELSMANTrustee-$0--
LYNELL D CAMERONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The David and Lyn Berelsman
EIN
52-2003023
Phone
4075669294
Address
238 ACADIA TERRACE, CELEBRATION, FL 34747-5004

Signing Officer

Name
Lyn Berelsman
Title
Trustee
Phone
4075669294
Signed
2018-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Ferrell & Kelly LLC
Address
1400 W FAIRBANKS AVENUE SUITE 202, WINTER PARK, FL 32789
Preparer
Tonya Kelly CPA
Phone
4074786596
Raw XML AppendixShowing 400 of 925 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0131268
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt017888
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02367345
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02349457
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02367345
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0123433
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0123433
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0123433
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0124877
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01444
IRS990PF/DistributableAmountGrp/TotalTaxAmt01444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02359
IRS990PF/FMVAssetsEOYAmt02707391
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0101456
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt098875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0696713
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0973511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01323376
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt053955
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0328347
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0318564
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0175000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0175000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0175000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02359
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02359
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02359
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02349457
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01324501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0488781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0488781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02349457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02707391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02349457
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02349457
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0162891
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0290373
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0292918
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02535579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01625189
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038034
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0902872
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0124877
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02497545
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02535579
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID W BERELSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYNELL D CAMERON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0238 ACADIA TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1238 ACADIA TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CELEBRATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CELEBRATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0347475004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1347475004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0104775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0106219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt089718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0115180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0100650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt065950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0145901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.035763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.025587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02497545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02508652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02329039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02578920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02577516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02434739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0126500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.209757
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0125056
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0126500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01444
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0126500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID LYN BERELSMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0238 ACADIA TERRACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CELEBRATION
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0347475004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04075669294
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID W BERELSMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LYNELL D CAMERON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt223250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,367,345
Liabilities
$0
Net assets
$2,367,345
Revenue
$176,118
Expenses
$158,230
Net income
$17,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.16$0.13$0.03
2023Summary only. Only limited summary data is available for this year.$2.41$0.00$0.09$0.28$0.19
2022Summary only. Only limited summary data is available for this year.$2.60$0.00$0.10$0.14$0.04
2021Summary only. Only limited summary data is available for this year.$2.64$0.00$0.16$0.14$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.27$0.12$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.21$0.10$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.21$0.20$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.18$0.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.00$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.11$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.17$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.17
2012Summary only. Only limited summary data is available for this year.$2.43$0.00$0.11$0.08$0.03