Civic Intelligence

The David and Lyn Berelsman Family Charitable Foundation Trust

990PF • Fiscal year 2018 • EIN 52-2003023

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 23, 2019

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,370,288

Up $2,943 (+0.1%) from 2017

Net Assets

Up

$2,370,288

Up $2,943 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin44th percentile

Revenue

Up

$207,085

Up $30,967 (+18%) from 2017

Expenses

Up

$204,142

Up $45,912 (+29%) from 2017

Net Income

Down

$2,943

Down $14,945 (-84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$2,370,288
Liabilities$0
Net Assets$2,370,288
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

2018

Revenue$207,085
Expenses$204,142
Net Income$2,943
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 23, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

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
2019-10-23
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 869 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/PropertyDesc8UBS # 06561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9UBS # 06562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10UBS # 06562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11UBS # 06562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12UBS # 15874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13UBS # 15874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14UBS # 15874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15UBS # 15874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16AG ENERGY PARTNERS II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17AG ENERGY PARTNERS II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0120849
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02943
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02370288
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02367345
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02370288
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0115053
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0115053
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0115053
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0116883
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01830
IRS990PF/DistributableAmountGrp/TotalTaxAmt01830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0915
IRS990PF/FMVAssetsEOYAmt02397203
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07517
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07517
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101456
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0101230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt090250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01100993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01357808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01407444
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0328347
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0435870
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0427331
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0175000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02359
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0488781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0304972
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0304972
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02397203
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02367345
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0162891
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0162891
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0159689
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02373250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02060761
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035599
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0304971
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116883
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02337651
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02373250
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/AdjNetVlNoncharitableAssetsAmt093462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt095292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt089718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0115180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0100650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt065950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02337651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02497545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02508652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02329039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02578920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02577516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0180035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.199904
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0178205
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0180035
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01830
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0180035
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/Amt01000

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,370,288
Liabilities
$0
Net assets
$2,370,288
Revenue
$207,085
Expenses
$204,142
Net income
$2,943
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
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.21$0.20$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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