Nonprofit · EIN 38-7190866
DORIS S HEILEMANN SCHOLARSHIP TR
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $435,511 | $167,221 | $268,290 | $2,273,687 | $0 | $2,273,687 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $288,070
- Dividends
- $48,124
- Net gain from sales of assets
- $99,317
Expenses
- Grants and similar amounts paid
- $136,000
- Compensation of officers, directors and key employees
- $29,224
- Disbursements for charitable purposes
- $136,000
- Excise tax on investment income
- $2,047
Balance sheet and other
- Total assets, start of year
- $1,985,286
- Total assets, end of year
- $2,273,687
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,273,687
- Fair market value of assets
- $2,738,941
- Qualifying distributions
- $136,000
- Net investment income
- $147,441
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N MAIN STREET, SOUDERTON, PA 18964 | TRUSTEE | 1 | $29,224 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % UNIVEST BANK AND TRUST CO
- Signed the 990-PF
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (215) 721-2549
- Return prepared by
- BAUM SMITH & CLEMENS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-7190866
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2018
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,273,687
- Income (IRS master file)
- $954,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $42,421 | $264,530 | $2,056,433 | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about DORIS S HEILEMANN SCHOLARSHIP TR
- What is the EIN of DORIS S HEILEMANN SCHOLARSHIP TR?
- The employer identification number (EIN) of DORIS S HEILEMANN SCHOLARSHIP TR is 38-7190866.
- Is DORIS S HEILEMANN SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DORIS S HEILEMANN SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DORIS S HEILEMANN SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DORIS S HEILEMANN SCHOLARSHIP TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DORIS S HEILEMANN SCHOLARSHIP TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of DORIS S HEILEMANN SCHOLARSHIP TR?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $29,224 (Univest Bank, TRUSTEE).
- How much revenue does DORIS S HEILEMANN SCHOLARSHIP TR have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $435,511, expenses of $167,221 and total assets of $2,273,687 at year end.
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