· Private foundation
The David and Lyn Berelsman Family Charitable Foundation Trust
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 49% of THE DAVID AND LYN BERELSMAN FAMILY CHARITABLE FOUNDATION TRUST’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k46 grants · $80k
- $10k–50k1 grant · $12k
| Recipient | Amount |
|---|---|
| Individual grant recipient | $12,000 |
| ADVENT HEALTH | $6,000 |
| DONORS CHOOSE | $6,000 |
| DELPHOS ST JOHNS SCHOOL | $5,500 |
| UNITED ARTS OF CENTRAL FLORIDA | $5,000 |
| CELEBRATION FOUNDATION | $4,500 |
| DOLLARS FOR SCHOLARS | $4,000 |
| SMITHSONIAN INSTITUTION | $4,000 |
| LEAGUE WOMEN VOTERS ORANGE COUNTY | $3,500 |
| EMBRACE OF CELEBRATION | $3,000 |
| UCF FOUNDATION | $2,500 |
| DELPHOS CHRISTMAS PROJECT | $2,000 |
| MAKE IT ENOUGH FOUNDATION | $2,000 |
| Individual grant recipient | $2,000 |
| DELPHOS CHAMBER OF COMMERCE | $1,500 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–24, $14k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 76% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +39% since the first grant, against +21% for the ones you funded once.
81 repeat relationships — 31 still active in FY2024, 50 since wound down; 16 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 69% of grant dollars renewed an existing relationship; $29k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- CCCOMMUNITY COMMUNICATIONS INC6× · 2017–2023 · $83k · revenue +39%
- CFCELEBRATION FOUNDATION INC8× · 2017–2024 · $70k · revenue +16%
- SSStarter Studio FL Inc3× · 2017–2019 · $48k · revenue +197%
Funded once
- ICISANTI CO SCHOOL DISTRICTone grant, 2022 · $5k
- CACHI ALPHA NORTHVIEW CHURCH NDSUone grant, 2023 · $5k
- NSNORTH STAR FAMILY ADVOCACY CENTERone grant, 2023 · $5k · revenue +5%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
See Form 990, Part I, Line 1, Description of Organization Mission.
Embry-riddle is the world leader in aviation and aerospace higher education. its mission is to teach the science, practice and business of aviation and aerospace, preparing students for productive careers and leadership roles in business,…
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
Florida institute of technology's mission is to provide high-quality education to a culturally diverse student body in order to prepare students for entering the global workforce, seeking higher-education opportunities, and serving within…
UF Health's mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across the spectrum of basic,…
Ceu is committed to promoting the values of open society and self-reflective critical thinking. it aims at excellence in the mastery of established knowledge, courage to pursue the creation of new knowledge in the humanities, the social…
To promote visitation to florida by strengthening florida's share of the global travel market with the goal of maximizing the economic impact of travel and tourism to florida.
To promote, encourage and enhance research activities at the university of south florida.
The museum of contemporary art jacksonville (moca), a cultural institute of the university of north florida, promotes the discovery, knowledge, and advancement of the art, artists, and ideas of our time. moca serves the community and…
We harness the power of plants for humankind and share the joy and beauty of tropical gardening with everyone. fairchild tropical botanic garden is a museum of tropical plants within a world famous, 83-acre designed landscape. it was…
The florida state university foundation enhances the academic mission and vision of florida state university through its organized fundraising activities and funds management. the fsu foundation accomplishes its mission by fostering…
The mission of the university of florida alumni association, inc. ("association") is to exclusively support and enhance the mission of the university of florida ("university") of pursuing "excellence in education and research and shaping a…
For reference, the grantee most central to the portfolio’s shape is Museum of Arts and Sciences Inc and the most unlike its peers is Delphos Canal Commission. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 35 years old; the field is 12. You back the established end — and your money leans older still.
The field is 27% startups (under 5 years old) — 3% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 17% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
71 grantees tracked through their own filings, 2017–2026.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2026, not grant rows in a single year — so this will not match the grant count on the cover. 71 of the 187 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds CENTRAL FLORIDA FOUNDATION ↗
- Who funds COMMUNITY COMMUNICATIONS INC ↗
- Who funds CELEBRATION FOUNDATION INC ↗
- Who funds Starter Studio FL Inc ↗
- Who funds UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC ↗
- Who funds Orlando Shakespeare Theater Inc ↗
- Who funds ORLANDO SCIENCE CENTERINC ↗
- Who funds DONORSCHOOSEORG ↗
- Who funds ORLANDO MUSEUM OF ART INC ↗
- Who funds A GIFT FOR TEACHING INC ↗
- Who funds Play Inc Arts ↗
- Who funds LEAGUE OF WOMEN VOTERS OF ORANGE COUNTY INC ↗
- Who funds SMITHSONIAN INSTITUTION ↗
- Who funds ENZIAN THEATER INC ↗
- Who funds OROC ↗
- Who funds Limbitless Solutions Inc ↗
- Who funds BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC ↗
- Who funds EMBRACE OF CELEBRATION INC ↗
- Who funds ISANTI COUNTY HISTORICAL SOCIETY ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Universal Orlando Foundation Inc · Mary Palmer Family Foundation Inc · Central Florida Foundation · United Arts of Central Florida Inc · Orlando Health Inc · The Dr P Phillips Foundation · The Lee Foundation · Orlando Magic Youth Foundation Inc · Adventist Health SystemSunbelt Inc · Blue Cross Blue Shield of Florida Foundation · The Bond Foundation Inc · The Allen Family Foundation Inc Fka the Bob Allen Family Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The David and Lyn Berelsman Family Charitable Foundation Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Help Now of Osceola Inc — 48% of income from government
- Harbor House of Central Florida Inc — 24% of income from government
- Orlando Science Centerinc — 4% of income from government
- Jacksonville University — 3% of income from government
- Bok Tower Gardens Inc — 1% of income from government
- United Arts of Central Florida Inc — 1% of income from government
- Enzian Theater Inc — 1% of income from government
- Rollins College — 0% of income from government
- Hope Community Center Inc — 0% of income from government
- Orlando Museum of Art Inc — 0% of income from government
- Garden Theatre Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.