Doris S Heilemann Scholarship Tr

Tax-deductible

Souderton, PA501(c)(3)EducationEIN 38-7190866

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501(c)(3) charity; gifts are tax-deductible.
$29K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $326K a year · 72% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$29K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
990-PF Pt VIII
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$436K
+397% vs prior year
Spent
$167K
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$436K
FY2025▲ +397%
Revenue by fiscal year
FY2020$15K
FY2021$21K
FY2022$2.1M
FY2023$42K
FY2024$88K
FY2025$436K
Expenses
$167K
FY2025▲ +8%
Expenses by fiscal year
FY2020$14K
FY2021$24K
FY2022$132K
FY2023$265K
FY2024$155K
FY2025$167K
Net assets
$2.3M
FY2025▲ +15%
Net assets by fiscal year
FY2020$268K
FY2021$267K
FY2022$2.2M
FY2023$2.1M
FY2024$2.0M
FY2025$2.3M

From the FY2025 Form 990 (year ending October 2025) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 81% · $136K Operating & administrative 19% · $31K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $29K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$29,224Pt VII · Sec A
See Doris S Heilemann Scholarship Tr executive salaries →

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Programs and updates

A private foundation based in Souderton, PA.

Provided by the organization

This section is blank until Doris S Heilemann Scholarship Tr claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 9 grants · $136K · 2024–2024
Dock Mennonite AcademyPA · FY2024$26,000
Ava UnzickerFY2024$24,908
Kate HockmanFY2024$20,860
Bredan ShwakFY2024$20,000
Emily KrineyFY2024$14,036
Victoria RuthFY2024$10,196
Kaitlyn NovakFY2024$7,000
Marley FordFY2024$7,000
Katelyn CuthbertFY2024$6,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$15K
Median grantPart XV$14K
Largest grantPart XV$26K
Top cause focusNTEEReligion (11%)

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$436K
Gifts and grants$288K
Investment income$147K
Money out
$167K
Grants paid$136K
Running costs$31K
Owns and owes
$2.3M
net assets
Cash and savings$76K
Total assets$2.3M
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Gifts and grants$288K
Investment income$147K
Total revenue$436K
Assets in detailEnd of year
Cash and savings together$76K
Total assets$2.3M
Liabilities$0
Net assets$2.3M
Operations
Fiscal year endsOctober

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $436K$167K$268K$2.3M 990 PDF
FY2024 $88K$155K−$68K$2.0M 990 PDF
FY2023 $42K$265K−$222K$2.1M 990 PDF
FY2022 $2.1M$132K$2.0M$2.2M 990 PDF
FY2021 $21K$24K−$3K$267K 990 PDF
FY2020 $15K$14K$609$268K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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