Doris S Heilemann Scholarship Trust UA Date
Doris S Heilemann Scholarship Trust UA Date is a private foundation focused on Education, based in Souderton, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 9 grants totaling $136K. Net investment income was $147K.
Doris S Heilemann Scholarship Trust UA Date at a glance
In short: Doris S Heilemann Scholarship Trust UA Date gave $136K across 9 grants in 2025 (avg $15K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $136,000
- +5.4% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $15,111
- -6.3% vs 2024
- Median grant
- $14,036
- Total assets
- $2,273,687
- +14.5% vs 2024
- Primary geography
- Pennsylvania (85% 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 Scholarship Trust UA Date funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Dock Mennonite Academy ($26K).
Organizations only. It also paid 8 individual scholarships ($110,000), which are not listed by name.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 34 grants of 35 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Doris S Heilemann Scholarship Trust UA Date gives
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $10K (2020) to $236K (2023). In 2025 it made 9 grants totaling $136K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dock Mennonite Academy Lansdale, PA | Educational Scholarship | $26,000 |
| 8 individual scholarships Recipients not named | — | $110,000 |
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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 | $2,273,687 | $435,511 | $167,221 | $136,000 | 9 | $136,000 | $147,271 | $124,208 |
| 2024 | $1,985,286 | $87,668 | $155,359 | $129,000 | 8 | $129,000 | $87,608 | $109,496 |
| 2023 | $2,056,433 | $42,421 | $264,530 | $236,000 | 9 | $236,000 | $42,872 | $105,054 |
| 2022 | $2,237,364 | $2,112,680 | $131,938 | $114,000 | 7 | $114,000 | $46,137 | $62,158 |
| 2021 | $267,003 | $21,332 | $24,228 | $17,000 | 2 | — | $21,332 | $15,777 |
| 2020 | $268,168 | $14,504 | $13,895 | $10,304 | 1 | — | $4,568 | $13,175 |
| 2019 | $268,073 | $10,978 | $27,214 | $17,000 | 2 | — | $10,978 | $13,033 |
Under IRS private-foundation payout rules, Doris S Heilemann Scholarship Trust UA Date reported a distributable amount of $124K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Doris S Heilemann Scholarship Trust UA Date's only listed officer is Univest Bank, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
Univest Bank
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $29K (2025)
Former officers (1)
- Former: Univest Bank AND Trust CO (2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $29K, to Univest Bank (Trustee).
Frequently asked questions about Doris S Heilemann Scholarship Trust UA Date
How much does Doris S Heilemann Scholarship Trust UA Date give each year?
Doris S Heilemann Scholarship Trust UA Date gave $136K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $129K across 8 grants.
What is Doris S Heilemann Scholarship Trust UA Date's typical grant size?
Doris S Heilemann Scholarship Trust UA Date's median grant in 2025 was $14,036, and its average grant was $15,111, across 9 grants on its 2025 IRS Form 990-PF.
Where does Doris S Heilemann Scholarship Trust UA Date give grants?
Doris S Heilemann Scholarship Trust UA Date gives mostly in Pennsylvania: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (10%) and California (5%).
Does Doris S Heilemann Scholarship Trust UA Date give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Doris S Heilemann Scholarship Trust UA Date's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship" (9 grants).
How large is Doris S Heilemann Scholarship Trust UA Date?
Doris S Heilemann Scholarship Trust UA Date reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $136K in qualifying distributions that year, against a required minimum of $124K (roughly 5% of its investment assets).
What is Doris S Heilemann Scholarship Trust UA Date?
Doris S Heilemann Scholarship Trust UA Date is a private foundation focused on Education, based in Souderton, PA. It holds $2.3M in total assets as of 2025.
What is Doris S Heilemann Scholarship Trust UA Date's EIN?
Doris S Heilemann Scholarship Trust UA Date's EIN (Employer Identification Number) is 38-7190866. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 13, 2026)
- IRS filings on file for fiscal years 2019–2025
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