2014-11-10T14:44:20-06:00 2014-06-30 232978340 SEITZ LEATHERMAN & KOLB LLC 595 BETHLEHEM PIKE SUITE 204 MONTGOMERYVILLE PA 18936 990 2013-07-01 010702102 UNIVEST FOUNDATION UNIV 2157212453 PO BOX 64197 SOUDERTON PA 18964 JOE BLAIR EXECUTIVE DIRECTOR 2157212453 2014-10-29 1 L BRENT KOLB CPA MT P00235449 2158225229 2014-10-29 X 2013 2015-11-30 17:44:51Z JOE BLAIR PO BOX 64197 SOUDERTON PA 18964 4145597 0 X WWW.UNIVESTFOUNDATION.ORG X 2002 PA FOSTER CHARITABLE GIVING TO SECTION 501(C)(3) ORGANIZATIONS OR OTHER QUALIFIED ORGANIZATIONS 5 4 0 0 0 0 2276636 2156218 85096 93330 176183 464481 0 0 2537915 2714029 0 0 0 0 0 0 0 0 2987 1009843 1910070 1009843 1910070 1528072 803959 10326897 12172813 4607790 5196300 5719107 6976513 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 1886839 93330 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. 1886839 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X JOE BLAIR 2157218379 14 NORTH MAIN STREET SOUDERTON PA 18964 X KEVIN B NORRIS DIRECTOR, CHAIRMAN 2.00 X 0 0 0 MEGAN DURYEA SANTANA DIRECTOR 2.00 X 0 0 0 TOBIAS BRUHN DIRECTOR 2.00 X 0 0 0 LINDA A PLANK DIRECTOR 2.00 X 0 0 0 MARGARET ZOOK DIRECTOR 2.00 X 0 0 0 JOSEPH BLAIR EXECUTIVE DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 0 2156218 1101731 2156218 MANAGEMENT FEE INCOME 561000 81770 81770 OTHER FEE INCOME 561000 10960 10960 CONSULTING FEE INCOME 541610 600 600 93330 182403 182403 1713646 1431568 282078 282078 282078 2714029 93330 0 464481 81905 81905 10419 10419 2987 2987 2235 2235 DONOR ADVISED FUND CHAR 1716072 1716072 CHANGE IN CGA LIABILITY 88862 88862 SOFTWARE 6315 6315 MISCELLANEOUS 1275 1275 1910070 1886839 20244 2987 2 1608894 1585418 8707274 10576121 10727 11274 10326897 12172813 4607790 5196300 4607790 5196300 X 5301758 6464517 417349 511996 5719107 6976513 10326897 12172813 X 803959 453447 X X 0 1 X 1 0 X 481835 2113763 1153122 2276636 2156218 8181574 481835 2113763 1153122 2276636 2156218 8181574 3808677 4372897 254373 100796 88851 176183 464483 1084686 9266260 0.47190 0.47620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 42 2131218 25000 1716072 132403 6335539 1012912 1 1 0 BONDS 3896497 F STOCKS 5616022 F OTHER INVESTMENTS 1063602 F 10576121 CHARITABLE GIFT ANNUITY PAYABLE 513865 AGENCY FUNDS PAYABLE 4682435 5196300 X 3167478 453449 453449 2714029 0 2714029 1910070 0 1910070 0 1910070 PART X, LINE 2: THE AUDITED 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. KENNETH D HOCHSTETLER FORMER CHAIRMAN OF ORGANIZATION AND SENIOR EXECUTIVE VP, UNIVEST CORP OF PA UNIVEST CORPORATION AND/OR ITS SUBSIDIARY PROVIDES INVESTMENT MANAGEMENT SERVICES TO UNIVEST FOUNDATION. 0 X 1101731 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 11 THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 PRIOR TO FILING. HE WILL DISCUSS THE FORM 990 WITH THE AUDITORS IF QUESTIONS OR ISSUE ARE IDENTIFIED. THE EXECUTIVE DIRECTOR WILL THEN FORWARD THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE AUDITORS 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: UNREALIZED GAIN/LOSS DONOR ADVISED 364,455. UNREALIZED GAIN/LOSS UF CGA 88,992. 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 AUDIT.