Doris S Heilemann Scholarship Tr
- Assets
- $2.1m
- Revenue
- $42.4k
- Investments
- $1.9m
- Employees
- 0
- Location
- Souderton, PA
- Founding
- 07/2018
- Data as of
- 10/2023
- EIN
- 38-7190866
Organization Overview
Doris S Heilemann Scholarship Tr is located in Souderton, PA. The organization was established in 2018. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Doris S Heilemann Scholarship Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 10/2023, Doris S Heilemann Scholarship Tr generated $42.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (14.8%) each year. All expenses for the organization totaled $264.5k during the year ending 10/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Doris S Heilemann Scholarship Tr has awarded 20 individual grants totaling $384,011. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $42,943 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$522 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $42,421 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $22,119 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $736 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $28,530 |
| Contributions, gifts, grants paid | $236,000 |
| Total expenses and disbursements | $264,530 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $128,535 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $625,623 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,056,433 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Doris S Heilemann Scholarship Tr has awarded $236,000 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
AVA UNZICKER PURPOSE: EDUCATIONAL SCHOLARSHIP | $24,908 |
EMILY KRINEY PURPOSE: EDUCATIONAL SCHOLARSHIP | $14,036 |
KATE HOCKMAN PURPOSE: EDUCATIONAL SCHOLARSHIP | $20,860 |
KAITLYN NOVAK PURPOSE: EDUCATIONAL SCHOLARSHIP | $7,000 |
DOCK MENNONITE ACADEMY PURPOSE: EDUCATIONAL SCHOLARSHIP | $126,000 |
KATELYN CUTHBERT PURPOSE: EDUCATIONAL SCHOLARSHIP | $6,000 |