Doris S Heilemann FBO Trinity Evangelical Ch
Doris S Heilemann FBO Trinity Evangelical Ch is a private foundation, based in Souderton, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 1 grant totaling $87K. Net investment income was $124K.
Doris S Heilemann FBO Trinity Evangelical Ch at a glance
In short: Doris S Heilemann FBO Trinity Evangelical Ch gave $87K across 1 grant in 2025 (avg $87K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $87,126
- +15.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $87,126
- +15.0% vs 2024
- Median grant
- $87,126
- Total assets
- $2,015,546
- +20.3% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Doris S Heilemann FBO Trinity Evangelical Ch funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Trinity Evangelical Lutheran Church ($87K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Doris S Heilemann FBO Trinity Evangelical Ch gives
- Giving grew 48% from 2022 to 2025. Method
- In 2025 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2021) to $87K (2025). In 2025 it made 1 grant totaling $87K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Evangelical Lutheran Church Lansdale, PA | General | $87,126 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,015,546 | $446,045 | $114,677 | $87,126 | 1 | $87,126 | $124,488 | $110,016 |
| 2024 | $1,675,004 | $74,352 | $99,882 | $75,742 | 1 | $75,742 | $74,352 | $90,430 |
| 2023 | $1,682,772 | $-13,516 | $91,115 | $68,997 | 1 | $68,997 | $40,372 | $82,718 |
| 2022 | $1,784,335 | $684,616 | $76,908 | $58,746 | 1 | $58,746 | $22,732 | $50,961 |
| 2021 | $1,177,769 | $1,196,793 | $13,252 | $10,227 | 1 | $10,227 | $37,341 | $9,680 |
Under IRS private-foundation payout rules, Doris S Heilemann FBO Trinity Evangelical Ch reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Doris S Heilemann FBO Trinity Evangelical Ch's only listed officer is Univest Bank AND Trust CO, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Univest Bank AND Trust CO
Trustee
On filings since 2022
1 hr/week
$14K (2022) → $26K (2025)
Former officers (1)
- Former: Univest Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $26K, to Univest Bank and Trust CO (Trustee).
Frequently asked questions about Doris S Heilemann FBO Trinity Evangelical Ch
How much does Doris S Heilemann FBO Trinity Evangelical Ch give each year?
Doris S Heilemann FBO Trinity Evangelical Ch gave $87K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 1 grant.
How large is Doris S Heilemann FBO Trinity Evangelical Ch?
Doris S Heilemann FBO Trinity Evangelical Ch reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Doris S Heilemann FBO Trinity Evangelical Ch operate?
Doris S Heilemann FBO Trinity Evangelical Ch has awarded grants in Pennsylvania.
What is Doris S Heilemann FBO Trinity Evangelical Ch's EIN?
Doris S Heilemann FBO Trinity Evangelical Ch's EIN (Employer Identification Number) is 87-6709655. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2024
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