2013-11-05T13:40:39-06:00 2013-06-30 232978340 SEITZ LEATHERMAN & KOLB LLC 595 BETHLEHEM PIKE SUITE 204 MONTGOMERYVILLE PA 18936 990 2012-07-01 010702102 UNIVEST FOUNDATION UNIV 2157212453 PO BOX 64197 SOUDERTON PA 18964 BARRY STOLTZFUS 2157212453 2013-10-30 1 L BRENT KOLB CPA MT P00235449 2158225229 2013-10-30 X 2012 2015-11-30 17:44:51Z BARRY STOLTZFUS PO BOX 64197 SOUDERTON PA 18964 3386085 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 1153122 2276636 59455 85096 88851 176183 0 0 1301428 2537915 0 0 0 0 0 0 0 0 1134 777099 1009843 777099 1009843 524329 1528072 6845318 10326897 3101668 4607790 3743650 5719107 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 988669 85096 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. 988669 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 BARRY STOLTZFUS 2157218379 14 NORTH MAIN STREET SOUDERTON PA 18964 X KENNETH D HOCHSTETLER 2.00 X 0 0 0 MEGAN DURYEA SANTANA 2.00 X 0 0 0 TOBIAS BRUHN 2.00 X 0 0 0 LINDA A PLANK 2.00 X 0 0 0 MARGARET ZOOK 2.00 X 0 0 0 0 0 0 0 0 0 0 0 2276636 1112707 2276636 MANAGEMENT FEE INCOME 561000 66420 66420 OTHER FEE INCOME 561000 18076 18076 CONSULTING FEE INCOME 541610 600 600 85096 124314 124314 900039 848170 51869 51869 51869 2537915 85096 0 176183 65170 65170 10220 10220 1134 1134 2168 2168 DONOR ADVISED FUND CHAR 744551 744551 CHANGE IN CGA LIABILITY 178948 178948 SOFTWARE 6205 6205 MISCELLANEOUS 1447 1447 1009843 988669 20040 1134 4 2 1220521 1608894 5617335 8707274 7458 10727 6845318 10326897 3101668 4607790 3101668 4607790 X 3457831 5301758 285819 417349 3743650 5719107 6845318 10326897 X 1528072 447385 X X 0 1 X 1 0 X 1288399 481835 2113763 1153122 2276636 7313755 1288399 481835 2113763 1153122 2276636 7313755 3519427 3794328 33619 254373 100796 88851 176183 653822 7967577 0.47620 0.52610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35 41 2053915 222721 744551 118068 5200426 974753 1 1 0 BONDS 2945784 F STOCKS 4960889 F LIMITED PARTNERSHIPS 71778 F OTHER INVESTMENTS 728823 F 8707274 CHARITABLE GIFT ANNUITY PAYABLE 557406 AGENCY FUNDS PAYABLE 4050384 4607790 X 2985300 447385 447385 2537915 0 2537915 1009843 0 1009843 0 1009843 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 CHAIRMAN OF ORGANIZATION AND SENIOR EXECUTIVE VP, UNIVEST CORPORATION OF PA UNIVEST CORPORATION AND/OR ITS SUBSIDIARY PROVIDES INVESTMENT MANAGEMENT SERVICES TO UNIVEST FOUNDATION. 0 X 911223 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 AND CHAIRPERSON WILL REVIEW THE 990 WITH THE CPA BEFORE IT IS FILED. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNREALIZED GAIN/LOSS DONOR ADVISED 377,208. UNREALIZED GAIN/LOSS UF CGA 70,177. 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.