2024-10-16T10:15:26-05:00 2024-06-30 233018514 DUNLAPSLK PC 1300 HORIZON DRIVE SUITE 106 CHALFONT PA 18914 990 2023-07-01 010702102 UNIVEST FOUNDATION UNIV 2157212112 PO BOX 197 SOUDERTON PA 18964 BRITTANY L TRESSLER TREASURER 2157212112 2024-10-14 1 1 JULIA L DAVIS P00163568 2675943755 2024-10-14 2023 2024-10-15 13:58:12Z BRITTANY L TRESSLER PO BOX 197 SOUDERTON PA 18964 4109339 0 X WWW.UNIVESTFOUNDATION.ORG X 2002 PA FOSTER CHARITABLE GIVING TO SECTION 501(C)(3) ORGANIZATIONS OR OTHER QUALIFIED ORGANIZATIONS 5 5 0 0 0 0 852534 486416 104091 95266 423761 501093 0 0 1380386 1082775 0 0 0 0 0 0 0 0 0 1109899 1170036 1109899 1170036 270487 -87261 12683154 13209373 5278853 5350767 7404301 7858606 FOSTER CHARITABLE GIVING BY ASSISTING DONORS BUILD DONOR-DIRECTED ENDOWMENTS FOR THE LONG-TERM SUPPORT OF THE CAUSES RECOMMENDED BY DONORS WHICH QUALIFY AS BEING CHARITABLE UNDER SECTION 501(C)(3) OR OTHER QUALIFIED ORGANIZATIONS. 0 0 1087167 95266 ADMINISTRATION OF DONOR ADVISED FUNDS AND CHARITABLE GIFT ANNUITIES INCLUDING ANNUITANT PAYMENTS, PAYMENT ON MATURED CONTRACTS, AND CALCULATION OF CHANGE IN ACTUARIAL CHARITABLE GIFT ANNUITY OBLIGATIONS. 1087167 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X WILLIAM VAN SANT 2157212112 14 NORTH MAIN STREET SOUDERTON PA 18964 X JOANNE O KLINE DIRECTOR 2.00 X 0 0 0 WILLIAM VAN SANT CHAIRPERSON 10.00 X X 0 0 0 MARCI SHANKWEILER VICE PRESIDENT 2.00 X X 0 0 0 MARIA P ESPOSITO SECRETARY 2.00 X X 0 0 0 BRITTANY L TRESSLER TREASURER 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 486416 187579 486416 MANAGEMENT FEE INCOME 541610 94366 94366 CONSULTING FEE INCOME 561000 900 900 95266 291245 291245 3236412 3026564 209848 209848 209848 1082775 95266 0 501093 148104 91488 56616 15750 15750 2410 2410 DONOR ADVISED FUND CHAR 995679 995679 SOFTWARE 6698 6698 SEMINARS AND EDUCATION 1395 1395 1170036 1087167 82869 0 1929807 2103532 10742163 11100093 11184 5748 12683154 13209373 0 1786 5278853 5348981 5278853 5350767 X 7125885 7478783 278416 379823 7404301 7858606 12683154 13209373 X -87261 562132 -20566 X X 1 X 0 1 0 X 1421748 1705352 400743 852534 486416 4866793 1421748 1705352 400743 852534 486416 4866793 1180015 3686778 257427 743246 547235 423761 501093 2472762 7339555 0.50230 0.50680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70 1 486069 347 995679 68471 7115184 1106190 1 1 0 BONDS 367800 F STOCKS 1551135 F MUTUAL FUNDS 9181158 F 11100093 CHARITABLE GIFT ANNUITY PAYABLE 664599 AGENCY FUNDS PAYABLE 4684382 5348981 X 1644907 562132 562132 1082775 0 1082775 1170036 0 1170036 0 1170036 PART X, LINE 2: THE REVIEWED FINANCIAL STATEMENTS STATE THAT MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE A RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WILLIAM VAN SANT SENIOR VICE PRESIDENT, GIRARD, A UNIVEST WEALTH MANGEMENT DIVISION UNIVEST CORPORATION AND/OR ITS SUBSIDIARY PROVIDES INVESTMENT MANAGEMENT SERVICES TO UNIVEST FOUNDATION. 0 X 187579 AVG OF HIGH AND LOW PRIC 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUBCOMMITTEE'S DEALING WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRPERSON REVIEWS THE FORM 990 PRIOR TO FILING. HE WILL DISCUSS THE FORM 990 WITH THE ACCOUNTANTS IF QUESTIONS OR ISSUE ARE IDENTIFIED. HE WILL THEN FORWARD THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE ACCOUNTANTS ARE AVAILABLE IF THE BOARD HAS ANY QUESTIONS OR CONCERNS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON UNDERSTANDS THE CONFLICTS OF INTEREST POLICY AND AGREES TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE AVAILABLE ITS GOVERNING DOCUMENTS BY SENDING A PDF COPY UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ACTUARIAL LIABILITY FOR CGA CONTRACTS -20,566. FORM 990, PART XII, LINE 2C. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE BOARD OF DIRECTORS HAS NO COMMITTEES AND IT ANNUALLY SELECTS AND APPROVES THE INDEPENDENT ACCOUNTANT TO PERFORM THE REVIEW.