STRATEGY STUDIO / PUBLIC DATA EXPLORER

DORIS S HEILEMANN SCHOLARSHIP TR

Cite this

Plain text DORIS S HEILEMANN SCHOLARSHIP TR. Strategy Studio, nonprofit organization profile, tax years 2017–2024. https://strategystudio.org/org/387190866. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). DORIS S HEILEMANN SCHOLARSHIP TR [Nonprofit organization profile; tax years 2017–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/387190866

MLA “DORIS S HEILEMANN SCHOLARSHIP TR.” Strategy Studio, tax years 2017–2024, https://strategystudio.org/org/387190866. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2017–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $436K · expenses $167K · assets $2.3M

EIN
38-7190866
Address
PO BOX 559, SOUDERTON, PA 18964-0559
NTEE code
B82
Subsection
501(c)(3)
Ruling year
2018
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Univest Bank Institution TRUSTEE2017-2024 $29,224$93,318 27
Univest Bank and Trust Co Institution (former) TRUSTEE2019 $2,516$2,516 11

People by year

2024 · 1 person listed · 1 paid, $29K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Univest Bank Institution TRUSTEE1 $29,224-- $29,22427
2023 · 1 person listed · 1 paid, $24K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Univest Bank Institution TRUSTEE1 $23,532-- $23,53227
2022 · 1 person listed · 1 paid, $22K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Univest Bank Institution TRUSTEE1 $22,119-- $22,11927
2021 · 1 person listed · 1 paid, $11K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Univest Bank Institution TRUSTEE1 $10,502-- $10,50227
2020 · 1 person listed · 1 paid, $3K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
UNIVEST BANK Institution TRUSTEE1 $2,928-- $2,92827
2019 · 1 person listed · 1 paid, $3K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
UNIVEST BANK AND TRUST CO Institution TRUSTEE1 $2,516-- $2,51611
2018 · 1 person listed · 1 paid, $3K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
UNIVEST BANK Institution TRUSTEE1 $2,548-- $2,54827
2017 · 1 person listed · 1 paid, $2K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
UNIVEST BANK Institution TRUSTEE1 $2,465-- $2,46527

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 9 grants to organizations · $136K
2023 · 8 grants to organizations · $129K
2022 · 9 grants to organizations · $236K
2021 · 6 grants to organizations · $96K · 1 grant to individuals · $18K
2020 · 0 grants to organizations · $0 · 2 grants to individuals · $17K
2019 · 0 grants to organizations · $0 · 1 grant to individuals · $10K
2018 · 0 grants to organizations · $0 · 2 grants to individuals · $17K
2017 · 0 grants to organizations · $0 · 2 grants to individuals · $17K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $288K
#ContributorTypeCity, stateTotalNoncashSource
1 Doris Heilemann Post Mortem Person Souderton, PA $288,070- Form 990PF Sch. B, 2024 · filing
2021 · 1 contributor · $2.1M
#ContributorTypeCity, stateTotalNoncashSource
1 Doris Heilemann Post Mortem Person Souderton, PA $2,066,543- Form 990PF Sch. B, 2021 · filing
2019 · 1 contributor · $13K
#ContributorTypeCity, stateTotalNoncashSource
1 JUYOUNG KIM Person JERICHO NY, NY $12,804- Form 990PF Sch. B, 2019 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-10-31 · view filing · original 990 ↗
$435,511$167,221 $2,273,687$2,273,687 $288,070- $29,224--
2023 · Form 990PF period ending 2024-10-31 · view filing · original 990 ↗
$87,668$155,359 $1,985,286$1,985,286 -- $23,532--
2022 · Form 990PF period ending 2023-10-31 · view filing · original 990 ↗
$42,421$264,530 $2,056,433$2,056,433 -- $22,119--
2021 · Form 990PF period ending 2022-10-31 · view filing · original 990 ↗
$2,112,680$131,938 $2,237,364$2,237,364 $2,066,543- $10,502--
2020 · Form 990PF period ending 2021-10-31 · view filing · original 990 ↗
$21,332$24,228 $267,003$267,003 -- $2,928--
2019 · Form 990PF period ending 2020-10-31 · view filing · original 990 ↗
$14,504$13,895 $268,168$268,168 $12,804- $2,516--
2018 · Form 990PF period ending 2019-10-31 · view filing · original 990 ↗
$10,978$27,214 $268,073$268,073 -- $2,548--
2017 · Form 990PF period ending 2018-10-31 · view filing · original 990 ↗
$94,613$20,824 $284,357$284,357 -- $2,465--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
GRANT MUNRO SCHOLARSHIP TRUSTPAB82 $361,564$408,848 TRUSTEE$36,756 Same NTEE code B82, revenue within 2x, same state
JOSEPH R EVERY SCHOLARSHIP FUNDPAB82 $362,612$227,402 TRUSTEE$34,203 Same NTEE code B82, revenue within 2x, same state
BLUE WHITE SCHOLARSHIP FOUNDATIONPAB82 $404,518$330,810 Executive Dir.$96,000 Same NTEE code B82, revenue within 2x, same state
JOSEPH M SHEETZ SCHOLARSHIP FUND INCPAB82 $414,687$111,847 PRESIDENT / DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
ARTHUR F WALTERS AND SELMA C WALTERS SCHOLARSHIP FUNDPAB82 $507,129$410,473 TRUSTEE$69,066 Same NTEE code B82, revenue within 2x, same state
CLARENCE SCHOCK SCHOLARSHIP AND FELLOWSHIP CHARITABLE TRUST IIPAB82 $369,379$385,926 TRUSTEE$0 Same NTEE code B82, revenue within 2x, same state
NORTHEAST CATHOLIC ALUMNI MEMORIAL SCHOLARSHIP FUND INCPAB82 $353,149$482,366 TREASURER AND TRUSTEE$12,000 Same NTEE code B82, revenue within 2x, same state
PENN MANOR SCHOOL DISTRICT EDUCATION FOUNDATIONPAB82 $483,829$364,292 EXECUTIVE DI$24,000 Same NTEE code B82, revenue within 2x, same state
BLUE AND WHITE SCHOLASTIC FOUNDATION INCPAB82 $426,668$71,697 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
LEARNING CENTER K-8 SCHOOLPAB82 $412,709$400,226 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
ALUMNAE ASSOCIATION OF PHILADELPHI A HIGH SCHOOL FOR GIRLPAB82 $423,694$261,715 SEE ATTACHED$0 Same NTEE code B82, revenue within 2x, same state
LANDS-CABRERA FUND-TRPAB82 $530,545$537,767 TRUSTEE$85,879 Same NTEE code B82, revenue within 2x, same state
EXECUTIVE EDUCATION ACADEMY CHARTER SCHOOL FOUNDATIONPAB82 $459,653$1,303,578 BOARD PRESID$0 Same NTEE code B82, revenue within 2x, same state
TEMPLETON FOUNDATION INCPAB82 $363,840$115,162 TRUSTEE/CHAIR$3,600 Same NTEE code B82, revenue within 2x, same state
TARA & JIM KNICOS FOUNDATION INCPAB82 $524,745$406,018 President$0 Same NTEE code B82, revenue within 2x, same state
FOUNDATION FOR EXCELLENCE IN LONG TERM CAREPAB82 $384,565$356,353 PRESIDENT & CEO$495,420 Same NTEE code B82, revenue within 2x, same state
BRAVO FOUNDATION INCPAB82 $435,308$512,542 Board Member$0 Same NTEE code B82, revenue within 2x, same state
PENNSYLVANIA RESTAURANT ASSOCIATION EDUCATIONAL FOUNDATION INCPAB82 $426,379$337,851 SECRETARY$311,312 Same NTEE code B82, revenue within 2x, same state
ARMSTRONG WORLD INDUSTRIES CHARITABLE FOUNDATIONPAB82 $463,626$733,019 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
OLEY VALLEY COMMUNTIY EDUCATION FOUNDATIONPAB82 $403,902$228,464 EXECUTIVE DIRECTOR$43,203 Same NTEE code B82, revenue within 2x, same state
RICHARD L YUENGLING JR CHARITABLE FOUNDATIONPAB82 $500,226$290,329 Trustee$0 Same NTEE code B82, revenue within 2x, same state
EPIC METALS CORPORATION CHARITABLE FOUNDATIONPAB82 $371,123$59,624 PRESIDENT, DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
EAGLE FOUNDATIONPAB82 $513,624$432,157 EXECUTIVE DI$60,870 Same NTEE code B82, revenue within 2x, same state
KIDS CHANCE INC OF PENNSYLVANIAPAB82 $368,487$274,882 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
GIRARD COLLEGE FOUNDATIONPAB82 $532,740$597,273 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHN TEMPLETON FOUNDATION Private foundation$18,907,16439 12010–2021 TEMPLETON FOUNDATION INC
GATES FOUNDATION Private foundation$3,000,0001 12015–2015 SCHOLARSHIP FUND FOR RAINIER SCHOLARS
DONOR ADVISED CHARITABLE GIVING DAF sponsor$976,24133 182014–2024 CHICO COMMUNITY SCHOLARSHIP ASSOCIATON; 5 STRONG SCHOLARSHIP FOUNDATION; CHICAGO GOLF CLUB SCHOLARSHIP FOUNDATION; TROON COUNTRY CLUB SCHOLARSHIPFOUNDATION and 14 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$949,98461 242016–2024 LOS ANGELES FIRE DEPARTMENT SCHOLARSHIP FUND; TOP NOTCH SCHOLARS INC; TROON COUNTRY CLUB SCHOLARSHIPFOUNDATION; CHICAGO GOLF CLUB SCHOLARSHIP FOUNDATION and 20 more
JEWISH COMMUNAL FUND DAF sponsor$654,62519 32011–2024 GIRARD COLLEGE FOUNDATION; LONG ISLAND CADDIE SCHOLARSHIP FUND INC; ADIRONDACK SCHOLARSHIP FOUNDATION INC
GREATER MILWAUKEE FOUNDATION INC DAF sponsor$546,4155 12020–2024 CEDARBURG COMMUNITY SCHOLARSHIP FUND
COLUMBUS FOUNDATION DAF sponsor$510,0002 12021–2022 ADIRONDACK SCHOLARSHIP FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$454,54517 82020–2024 5 STRONG SCHOLARSHIP FOUNDATION; SAN LUCAS TOLIMAN SCHOLARS; LONG ISLAND CADDIE SCHOLARSHIP FUND INC; NORTHEAST CATHOLIC ALUMNI MEMORIAL SCHOLARSHIP FUND INC and 4 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$440,58428 102019–2024 CATALINO TAPIA SCHOLARSHIP FOUNDATION; HISPANIC HERITAGE SCHOLARSHIP FUND OF METRO ORLANDO INC; ADIRONDACK SCHOLARSHIP FOUNDATION INC; SCHOLARCHIPS INC and 6 more
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$350,10012 72018–2024 CHICO COMMUNITY SCHOLARSHIP ASSOCIATON; GIRARD COLLEGE FOUNDATION; PENN MANOR SCHOOL DISTRICT EDUCATION FOUNDATION; F E E D SCHOLARSHIP FUND AND CHILDRENS FOUNDATION INC and 3 more
CUMMINGS FOUNDATION GRANTS INC Private foundation$337,0008 12019–2024 TOP NOTCH SCHOLARS INC
WILLIAM B DIETRICH FOUNDATION Private foundation$325,0001 12021–2021 GIRARD COLLEGE FOUNDATION
FORGOOD INC DAF sponsor$306,97711 32019–2023 ALUMNAE ASSOCIATION OF PHILADELPHI A HIGH SCHOOL FOR GIRL; DR MARTIN LUTHER KING JR SCHOLARSHIP TRUST FUND; 5 STRONG SCHOLARSHIP FOUNDATION
NORTH STAR CHARITABLE FOUNDATION Private foundation$295,0006 12019–2024 SCHOLARCHIPS INC
NATIONAL PHILANTHROPIC TR DAF sponsor$250,00016 82016–2024 TROON COUNTRY CLUB SCHOLARSHIPFOUNDATION; LOS ANGELES FIRE DEPARTMENT SCHOLARSHIP FUND; CHICAGO GOLF CLUB SCHOLARSHIP FOUNDATION; THE SCHOLARSHIP ASSOCIATION OF FALMOUTH INC and 4 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $167,221 spent · pay $29,224 · grants $136,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $136,000 81.3%
Pay: officers, directors, trustees $29,224 17.5%
Taxes $1,397 0.8%
Fees: accounting $600 0.4%
Total$167,221100%

View the filing

2023 · Form 990PF · $155,359 spent · pay $23,532 · grants $129,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $129,000 83.0%
Pay: officers, directors, trustees $23,532 15.1%
Fees: other professional $1,540 1.0%
Taxes $1,287 0.8%
Total$155,359100%

View the filing

2022 · Form 990PF · $264,530 spent · pay $22,119 · grants $236,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $236,000 89.2%
Pay: officers, directors, trustees $22,119 8.4%
Fees: legal $5,100 1.9%
Taxes $736 0.3%
Fees: accounting $575 0.2%
Total$264,530100%

View the filing

2021 · Form 990PF · $131,938 spent · pay $10,502 · grants $114,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $114,000 86.4%
Pay: officers, directors, trustees $10,502 8.0%
Fees: legal $7,160 5.4%
Taxes $276 0.2%
Total$131,938100%

View the filing

2020 · Form 990PF · $24,228 spent · pay $2,928 · grants $17,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,000 70.2%
Fees: legal $3,250 13.4%
Pay: officers, directors, trustees $2,928 12.1%
Fees: accounting $1,050 4.3%
Total$24,228100%

View the filing

2019 · Form 990PF · $13,895 spent · pay $2,516 · grants $10,304 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,304 74.2%
Pay: officers, directors, trustees $2,516 18.1%
Fees: legal $1,075 7.7%
Total$13,895100%

View the filing

2018 · Form 990PF · $27,214 spent · pay $2,548 · grants $17,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,000 62.5%
Fees: legal $5,202 19.1%
Pay: officers, directors, trustees $2,548 9.4%
Taxes $1,892 7.0%
Fees: accounting $500 1.8%
Other expenses $72 0.3%
Total$27,214100%

View the filing

2017 · Form 990PF · $20,824 spent · pay $2,465 · grants $17,011 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,011 81.7%
Pay: officers, directors, trustees $2,465 11.8%
Fees: legal $748 3.6%
Taxes $600 2.9%
Total$20,824100%

View the filing