David And Lyn Berelsman Family Charitable Foundation Trust
- Assets
- $2.6m
- Revenue
- $161.1k
- Investments
- $2.3m
- Employees
- 0
- Location
- Celebration, FL
- Founding
- 01/1997
- Data as of
- 12/2021
- EIN
- 52-2003023
Organization Overview
David And Lyn Berelsman Family Charitable Foundation Trust is located in Celebration, FL. The organization was established in 1997. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. David And Lyn Berelsman Family Charitable Foundation Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, David And Lyn Berelsman Family Charitable Foundation Trust generated $161.1k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $142.5k during the year ending 12/2021. While expenses have increased by 1.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, David And Lyn Berelsman Family Charitable Foundation Trust has awarded 295 individual grants totaling $795,203. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David W Berelsman Trustee | 1 | $0 | |
Lynell D Cameron Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $53,562 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $100,154 |
| Capital Gain Net Income | $100,154 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $7,389 |
| Total Revenue | $161,105 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,575 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $24,382 |
| Contributions, gifts, grants paid | $118,100 |
| Total expenses and disbursements | $142,482 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,518 |
| Savings and temporary cash investments | $363,525 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $975,363 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,636,676 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, David And Lyn Berelsman Family Charitable Foundation Trust has awarded $118,100 in support to 68 organizations.
| Grant Recipient | Amount |
|---|---|
WMFE PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $8,000 |
Celebration, FL PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $6,800 |
Orlando, FL PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $5,000 |
ADVENT HEALTH PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $5,000 |
Cambridge, MN PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $5,000 |
HELIOS LODGE #273 PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Virginia Bankers Association Group Benefits Trust Orlando, FL | $33,617,508 | $79,896,107 |
Lettie Pate Whitehead Foundation Inc Atlanta, GA | $545,577,272 | $201,098,940 |
Mitchell Wolfson Sr Foundation Miami, FL | $245,881,118 | $51,380,734 |
Sudco Inc & Affiliates Voluntary Empl Beneficiary Association Tr Jacksonville, FL | $1,629,809 | $12,527,671 |
Lucille S Beeson Charitable Remainder 66 1055001761 Birmingham, AL | $200,434,362 | $15,901,903 |
Walter R Ferguson Charitable Foundation Charitable Foundation Fort Lauderdale, FL | $0 | $613,063 |
Telford Foundation Inc Naples, FL | $77,208,801 | $5,161,589 |
Wanda And James M Moran Jr Foundation Inc Deerfield Beach, FL | $6,609,461 | $5,004,559 |
Yarim Foundation Boca Raton, FL | $1,467,226 | $2,520,229 |
Arnold & Winnie Palmer Foundation Inc Orlando, FL | $20,742,397 | $2,603,528 |
Mssa Ila Vacation Plan And Trust Mobile, AL | $2,494,985 | $3,007,833 |
W I H Pitts Charitable Tr Ua 110187 Orlando, FL | $39,439,716 | $4,048,727 |