David And Lyn Berelsman Family Charitable Foundation Trust
- Assets
- $2.4m
- Revenue
- $87.9k
- Investments
- $2.0m
- Employees
- 0
- Location
- Celebration, FL
- Founding
- 01/1997
- Data as of
- 12/2023
- 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.
Since 2014, David And Lyn Berelsman Family Charitable Foundation Trust has awarded 414 individual grants totaling $1,132,553. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
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 | $62,982 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$8,768 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $33,679 |
| Total Revenue | $87,893 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,458 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $6,159 |
| Total operating and administrative expenses | $33,145 |
| Contributions, gifts, grants paid | $245,650 |
| Total expenses and disbursements | $278,795 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,518 |
| Savings and temporary cash investments | $412,987 |
| 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 | $676,470 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,405,972 |
| 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 $245,650 in support to 72 organizations.
| Grant Recipient | Amount |
|---|---|
ADVENT HEALTH PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $7,000 |
AMERICAN HEART ASSOCIATION PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $1,000 |
A GIFT FOR TEACHING PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $3,000 |
BOWLING GREEN UNIV PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $1,000 |
BOYS AND GIRLS CLUB OF CENTRAL FLORIDA PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $1,000 |
BUTLER UNIVERSITY PURPOSE: FURTHERANCE OF CHARITABLE PURPOSES | $600 |