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Doris S Heilemann Trust Fbo Trinity Evangelical Lutheran Church is a private trust based in SOUDERTON, PA. The foundation received its IRS ruling in 2022. The principal officer is Univest Bank And Trust Co. It holds total assets of $1.7M. Annual income is reported at $435K. Total assets have grown from $1.2M in 2021 to $1.7M in 2023. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. According to available records, Doris S Heilemann Trust Fbo Trinity Evangelical Lutheran Church has made 4 grants totaling $148K, with a median grant of $34K. Annual giving has grown from $20K in 2021 to $69K in 2023. Individual grants have ranged from $10K to $69K, with an average award of $37K. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Doris S Heilemann Trust Fbo Trinity Evangelical Lutheran Church primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in PA.
Doris S Heilemann Trust Fbo Trinity Evangelical Lutheran Church has distributed a total of $148K across 4 grants. The median grant size is $34K, with an average of $37K. Individual grants have ranged from $10K to $69K.
Doris S Heilemann Trust Fbo Trinity Evangelical Lutheran Church typically selects its grantees rather than accepting unsolicited proposals.
Doris S Heilemann Trust Fbo Trinity Evangelical Lutheran Church is headquartered in SOUDERTON, PA.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$91K
Total Assets
$1.7M
Fair Market Value
$1.8M
Net Worth
$1.7M
Grants Paid
$69K
Contributions
N/A
Net Investment Income
$40K
Distribution Amount
$83K
Total: $1.2M
Total Grants
4
Total Giving
$148K
Average Grant
$37K
Median Grant
$34K
Unique Recipients
1
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Trinity Evangelical Lutheran ChurchGENERAL | Lansdale, PA | $69K | 2023 |
WEST CONSHOHOCKEN, PA
LIGONIER, PA
PITTSBURGH, PA