Civic Intelligence

The David and Lyn Berelsman Family Charitable Foundation Trust

990PF • Fiscal year 2019 • EIN 52-2003023

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 16, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

4.3%

Faster asset growth than 57% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

0.2%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,473,320

Up $103,032 (+4.3%) from 2018

Net Assets

Up

$2,473,320

Up $103,032 (+4.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

Up

$207,413

Up $328 (+0.2%) from 2018

Expenses

Down

$104,381

Down $99,761 (-49%) from 2018

Net Income

Up

$103,032

Up $100,089 (+3401%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$2,473,320
Liabilities$0
Net Assets$2,473,320
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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

2019

Revenue$207,413
Expenses$104,381
Net Income$103,032
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W BERELSMANTrustee-$0--
LYNELL D CAMERONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantORLANDO SHAKESPEARE THEATREFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$15,000
Paid GrantSTARTER STUDIOFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$7,500
Paid GrantCELEBRATION FOUNDATIONFURTHERANCE OF CHARITABLE PURPOSESPCCELEBRATION, FL, US$5,000
Paid GrantORLANDO PHILHARMONICFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$5,000
Paid GrantDOLLARS FOR SCHOLARSFURTHERANCE OF CHARITABLE PURPOSESPCCAMBRIDGE, MN, US$4,000
Paid GrantDELPHOS ST JOHNS SCHOOLFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$3,500
Paid GrantHELIOS MASONIC LODGEFURTHERANCE OF CHARITABLE PURPOSESPCCAMBRIDGE, MN, US$3,000
Paid GrantSMITHSONIANFURTHERANCE OF CHARITABLE PURPOSESPCWASHINGTON, DC, US$2,500
Paid GrantUNIVERSITY OF CENTRAL FLORIDAFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$2,500
Paid GrantVALENCIA FOUNDATIONFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$2,500
Paid GrantOHIO STATE UNIVERSITYFURTHERANCE OF CHARITABLE PURPOSESPCCOLUMBUS, OH, US$2,250
Paid GrantDELPHOS PUBLIC LIBRARYFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$2,100
Paid GrantMAKE IT ENOUGH FOUNDATIONFURTHERANCE OF CHARITABLE PURPOSESPCOTTOVILLE, OH, US$2,000
Paid GrantPLANNED PARENTHOODFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$2,000
Paid GrantGRACE POINTE CROSSINGFURTHERANCE OF CHARITABLE PURPOSESPCCAMBRIDGE, MN, US$2,000
Paid GrantADVENT HEALTH FOUNDATIONFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$2,000
Paid GrantBOWLING GREEN UNIVERSITYFURTHERANCE OF CHARITABLE PURPOSESPCBOWLING GREEN, OH, US$1,600
Paid GrantRHODES STATE COLLEGEFURTHERANCE OF CHARITABLE PURPOSESPCLIMA, OH, US$1,600
Paid GrantWRIGHT STATE UNIVERSITYFURTHERANCE OF CHARITBALE PURPOSESPCDAYTON, OH, US$1,600
Paid GrantDELPHOS POSTAL MUSEUMFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$1,500
Paid GrantA GIFT FOR TEACHINGFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$1,000
Paid GrantBOYS AND GIRLS CLUB OF CENTRAL FLORIDAFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$1,000
Paid GrantCLARION UNIVERSITYFURTHERANCE OF CHARITABLE PURPOSESPCCLARION, PA, US$1,000
Paid GrantDELPHOS CHRISTMAS PROJECTFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$1,000
Paid GrantDELPHOS RUNNING CLUBFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$1,000
Paid GrantHARBOR HOUSEFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$1,000
Paid GrantND STATE UNIVERSITYFURTHERANCE OF CHARITABLE PURPOSESPCFARGO, ND, US$1,000
Paid GrantOROCFURTHERANCE OF CHARITABLE PURPOSESPCBAY VILLAGE, OH, US$1,000
Paid GrantUNIVERSITY OF TOLEDOFURTHERANCE OF CHARITABLE PURPOSESPCTOLEDO, OH, US$1,000
Paid GrantMIKE GALLMEIER FOUNDATIONFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$1,000
Paid GrantDELPHOS KIWANISFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$1,000
Paid GrantUNOHFURTHERANCE OF CHARITABLE PURPOSESPCLIMA, OH, US$600
Paid GrantPURDUE UNIVERSITYFURTHERANCE OF CHARITABLE PURPOSESPCWEST LAFAYETTE, IN, US$600
Paid GrantK OF C CHARITABLEFURTHERANCE OF CHARITABLE PURPOSESPCDELPHOS, OH, US$500
Paid GrantVALENCIA COLLEGEFURTHERANCE OF CHARITABLE PURPOSESPCORLANDO, FL, US$500
Paid GrantBUTLER UNIVERSITYFURTHERANCE OF CHARITABLE PURPOSESPCINDIANAPOLIS, IN, US$500
Paid GrantGEORGE WASHINGTON UNIVERSITYFURTHERANCE OF CHARITABLE PURPOSESPCWASHINGTON, DC, US$100
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
2020-09-16
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 810 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/GrossSalesPriceAmt1205103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt226657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt367179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt631783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt721270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt861665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10238730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11120730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS #6547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS #6547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS #6548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS #6548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UBS #6561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5UBS #6561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6UBS #6561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7UBS #6562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8UBS #6562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9UBS #6562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10UBS #5874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11UBS #5874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12UBS #5874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13UBS #6546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14AG ENERGY PARTNERS II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15AG ENERGY PARTNERS II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0110802
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0103032
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02473320
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02370288
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02473320
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0121022
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0121022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0121022
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0124742
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03720
IRS990PF/DistributableAmountGrp/TotalTaxAmt03720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt02686581
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07517
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0101140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0101375
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01357808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01107622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01333984
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0435870
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0850291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0842236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02473320
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0304972
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0243858
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0243858
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02473320
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02686581
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02473320
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02370288
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02473320
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0162891
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0162891
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0157610
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02532834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02250901
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037993
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0274415
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0124742
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02494841
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02532834
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/AdjNetVlNoncharitableAssetsAmt0125016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0126876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0178205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0125056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt089718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0115180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0100650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.076233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.039028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02494841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02337651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02497545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02508652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02329039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02578920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt082950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250550
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082950
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082950
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082950
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt83500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt94000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,473,320
Liabilities
$0
Net assets
$2,473,320
Revenue
$207,413
Expenses
$104,381
Net income
$103,032
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
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