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  4. Univest Foundation
EIN 01-0702102

Univest Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Souderton
State
Pennsylvania
Year formed
2002
Most recent tax filings
2023-06-01
NTEE code, primary
T31: Community Foundations
Description
The Univest Foundation fosters charitable giving to Section 501(c)(3) organizations or other qualified organizations. Additionally, it assists donors in building donor-directed endowments for the long-term support of recommended causes that qualify as being charitable under Section 501(c)(3) or other qualified organizations. The foundation administers donor-advised funds and charitable gift annuities, including managing annuitant payments, payment on matured contracts, and calculating changes in actuarial charitable gift annuity obligations.
Total revenues
$1,380,386
2023
Total expenses
$1,109,899
2023
Total assets
$12,683,154
2023
Num. employees
0
2023

Program areas at Univest Foundation

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.

Personnel at Univest Foundation

NameTitleCompensation
Marci Schankweiler, Esq.Vice President, Vault Communications
William van SantChairperson$0
Brittany L TresslerTreasurer$0
Maria P EspositoSecretary$0
Marci ShankweilerVice President$0
...and 2 more key personnel

Financials for Univest Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$852,534
Program services$104,091
Investment income and dividends$279,780
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$143,981
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,380,386

Form 990s for Univest Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062023-10-24990View PDF
2022-062022-11-03990View PDF
2021-062021-11-15990View PDF
2020-062021-02-24990View PDF
2019-062020-02-10990View PDF
...and 10 more Form 990s

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Community FoundationsColumbus, OH$5,767,634
Black River Falls Area FoundationBlack River Falls, WI$572,364
The Frankenmuth Community FoundationFrankenmuth, MI$2,797,287
Park Avenue Charitable FundNew York, NY$1,805,381
The Kansas Rural Communities FoundationWamego, KS$891,699
Data update history
December 5, 2023
Posted financials
Added Form 990 for fiscal year 2023
September 19, 2023
Updated personnel
Identified 1 new personnel
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 2, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsCommunity foundationsCharities
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsTax deductible donationsNo full-time employees
General information
Address
PO Box 197
Souderton, PA 18964
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Montgomery County, PA
Website URL
univest.giftlegacy.com/?pageid=21 
Phone
(215) 721-2112
IRS details
EIN
01-0702102
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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