Nonprofit · EIN 87-6709655
DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH
Also known as UNIVEST BANK AND TRUST CO TTEE
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $446,045 | $114,677 | $331,368 | $2,015,546 | $0 | $2,015,546 |
| December 31, 2024 | 990-PF | $74,352 | $99,882 | -$25,530 | $1,675,004 | $0 | $1,675,004 |
| December 31, 2023 | 990-PF | -$13,516 | $91,115 | -$104,631 | $1,682,772 | $0 | $1,682,772 |
| December 31, 2022 | 990-PF | $684,616 | $76,908 | $607,708 | $1,784,335 | $0 | $1,784,335 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $321,557
- Dividends
- $54,533
- Net gain from sales of assets
- $69,955
Expenses
- Grants and similar amounts paid
- $87,126
- Compensation of officers, directors and key employees
- $26,382
- Disbursements for charitable purposes
- $87,126
- Excise tax on investment income
- $1,730
Balance sheet and other
- Total assets, start of year
- $1,675,004
- Total assets, end of year
- $2,015,546
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,015,546
- Fair market value of assets
- $2,402,450
- Qualifying distributions
- $87,126
- Net investment income
- $124,488
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVEST BANK AND TRUST CO 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $26,382 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVEST BANK AND TRUST CO 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $22,287 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVEST BANK AND TRUST CO 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $19,890 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVEST BANK AND TRUST CO 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $13,524 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % UNIVEST BANK AND TRUST CO
- Signed the 990-PF
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (877) 723-5571
- Return prepared by
- BAUM SMITH & CLEMENS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-6709655
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,015,546
- Income (IRS master file)
- $781,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $446,045 | $114,677 | $2,015,546 | IRS |
| 990-PF | December 2024 | $74,352 | $99,882 | $1,675,004 | IRS |
| 990-PF | December 2023 | -$13,516 | $91,115 | $1,682,772 | XML |
| 990-PF | December 2022 | $684,616 | $76,908 | $1,784,335 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-6709655).
Questions about DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH
- What is the EIN of DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH?
- The employer identification number (EIN) of DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH is 87-6709655.
- Is DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $26,382 (UNIVEST BANK AND TRUST CO, Trustee).
- How much revenue does DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $446,045, expenses of $114,677 and total assets of $2,015,546 at year end.
Other nonprofits in SOUDERTON
- UNIVEST FOUNDATION EIN 01-0702102 · last filed 990 for 2025
- WILLIAM AND MYRTLE JONES FOUNDATION EIN 46-3818506 · last filed 990-PF for 2025
- ELIZABETH P ARNETH IRREVOCABLE TRUST FBO TOWAMENCIN TOWNSHIP EIN 38-6975423 · last filed 990-PF for 2025
- GEORGE S HELLERICK JR CHARITABLE TRUST 16-220900-1 EIN 23-6829210 · last filed 990-PF for 2025
- SHEPHERD FAMILY CHARITABLE FOUNDATION EIN 45-3693539 · last filed 990-PF for 2025
- ETTA MAE PETTYJOHN CHARITABLE TRUST EIN 38-7161686 · last filed 990-PF for 2025
- TRUST UNDER WILL OF RUTH K JAMES EIN 23-6829196 · last filed 990-PF for 2025
- MARY DOROTHY FISHER CHARITABLE TR EIN 38-7161683 · last filed 990-PF for 2025
All nonprofits in SOUDERTON · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations