UNIVEST FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVEST FOUNDATION (EIN 01-0702102)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201223209349304357
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T12:16:42-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232978340 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEITZ LEATHERMAN & KOLB LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 BETHLEHEM PIKE SUITE 204 | AddressLine1 |
| City | MONTGOMERYVILLE | City |
| State | PA | State |
| ZIP Code | 18936 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010702102 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVEST FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 2157212453 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64197 | AddressLine1 |
| City | SOUDERTON | City |
| State | PA | State |
| ZIP Code | 18964 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY SWARTLEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2157212453 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | L BRENT KOLB CPA MT | Name |
| PTIN | P00235449 | PTIN |
| Phone | 2158225229 | Phone |
| Date Prepared | 2012-11-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TIMOTHY SWARTLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64197 | AddressLine1 |
| City | SOUDERTON | City |
| State | PA | State |
| ZIP Code | 18964 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1909931 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNIVESTFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | FOSTER CHARITABLE GIVING TO SECTION 501(C)(3) ORGANIZATIONS OR OTHER QUALIFIED ORGANIZATIONS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2113763 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1153122 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 50925 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 59455 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 100796 | InvestmentIncomePriorYear |
| Investment Income Current Year | 88851 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2265484 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1301428 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4454 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 982335 | OtherExpensePriorYear |
| Other Expenses Current Year | 777099 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 982335 | TotalExpensesPriorYear |
| Total Expenses Current Year | 777099 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1283149 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 524329 | RevenuesLessExpensesCY |
| Total Assets BOY | 6104511 | TotalAssetsBOY |
| Total Assets EOY | 6845318 | TotalAssetsEOY |
| Total Liabilities BOY | 2823243 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3101668 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3281268 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3743650 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 753352 | Expense |
| Revenue | 59455 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 753352 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY SWARTLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2157218379 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 NORTH MAIN STREET | AddressLine1 |
| City | SOUDERTON | City |
| State | PA | State |
| ZIP Code | 18964 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| KENNETH D HOCHSTETLER | |||||
| DIRECTOR, CHAIRMAN | 1.00 | X | 0 | 0 | 0 |
| THERESA KOLAZ | |||||
| DIRECTOR, SECRETARY | 4.00 | X | 0 | 0 | 0 |
| MEGAN DURYEA SANTANA | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| TOBIAS BRUHN | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| DOUGLAS C CLEMENS | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| LINDA A PLANK | |||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 |
| H PAUL LEWIS | |||||
| DIRECTOR, VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1153122 | AllOtherContributions |
| Noncash Contributions | 946951 | NoncashContributions |
| Total Contributions | 1153122 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 561000 | 53405 | 53405 |
| OTHER FEE INCOME | 561000 | 5450 | 5450 |
| CONSULTING FEE INCOME | 541610 | 600 | 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 59455 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77713 | TotalRevenueColumn |
| Exclusion | $77,713 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 619641 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 608503 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11138 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11138 | TotalRevenueColumn |
| Exclusion | $11,138 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1301428 | TotalRevenueColumn |
| Related Or Exempt Function Income | 59455 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $88,851 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49828 | Total |
| Program Services | 49828 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10080 | Total |
| Management And General | 10080 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4454 | Total |
| Fundraising | 4454 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2089 | Total |
| Management And General | 2089 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DONOR ADVISED FUND CHAR | 631996 | 631996 | |
| CHANGE IN CGA LIABILITY | 71528 | 71528 | |
| SOFTWARE | 6205 | 6205 | |
| MISCELLANEOUS | 919 | 919 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777099 | Total |
| Program Services | 753352 | ProgramServices |
| Management And General | 19293 | ManagementAndGeneral |
| Fundraising | 4454 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1229378 | BOY |
| EOY | 1220521 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4871854 | BOY |
| EOY | 5617335 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3279 | BOY |
| EOY | 7458 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6104511 | BOY |
| EOY | 6845318 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2823243 | BOY |
| EOY | 3101668 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2823243 | BOY |
| EOY | 3101668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2920125 | BOY |
| EOY | 3457831 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361143 | BOY |
| EOY | 285819 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3281268 | BOY |
| EOY | 3743650 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6104511 | BOY |
| EOY | 6845318 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 524329 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -61947 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 864981 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1288399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 481835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2113763 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1153122 | CurrentTaxYear |
| Total | 5902100 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 864981 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1288399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 481835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2113763 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1153122 | CurrentTaxYear |
| Total | 5902100 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2422597 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3479503 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 234251 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 254373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100796 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88851 | CurrentTaxYear |
| Total | 711890 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6613990 | TotalSupport |
| Public Support Pertcentage170 | 0.52610 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.42670 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 59 | NumberDAFsHeld |
| Number Funds Held | 39 | NumberFundsHeld |
| Donor Advised Contributions | 1147422 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 5700 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 631996 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 116810 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 3395426 | AggregateDAFValue |
| Aggregate Fund Value | 782343 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BONDS | 1888578 | F |
| STOCKS | 3083546 | F |
| LIMITED PARTNERSHIPS | 138943 | F |
| OTHER INVESTMENTS | 506268 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 5617335 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY PAYABLE | $496,526 |
| AGENCY FUNDS PAYABLE | $2,605,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3101668 | TotalOfAmounts |
| Total Revenue | 1301428 | TotalRevenue |
| Total Expenses | 777099 | TotalExpenses |
| Excess Or Deficit For Year | 524329 | ExcessOrDeficitForYear |
| Other | -$61,947 | OtherAmount |
| Total Adjustments | -61947 | TotalAdjustments |
| Excess Or Deficit Per FS | 462382 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1239479 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -61949 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -61949 | RevenueNotRptdF990 |
| Revenue Subtotal | 1301428 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1301428 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 777099 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 777099 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 777099 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN/LOSS DONOR ADVISED -42,047. UNREALIZED GAIN/LOSS UF CGA -19,900. TOTAL TO SCHEDULE D, PART XI, LINE 8: -61,947. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENNETH D HOCHSTETLER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CHAIRMAN OF ORGANIZATION AND SENIOR EXECUTIVE VP, UNIVEST CORPORATION OF PA | Relationship |
| Description Of Transaction | UNIVEST CORPORATION AND/OR ITS SUBSIDIARY PROVIDES INVESTMENT MANAGEMENT SERVICES TO UNIVEST FOUNDATION. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 946951 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG OF HIGH AND LOW PRIC | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | UNREALIZED GAIN/LOSS DONOR ADVISED -42,047. UNREALIZED GAIN/LOSS UF CGA -19,900. TOTAL TO FORM 990, PART XI, LINE 5: -61,947. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C. | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |