Nonprofit · EIN 01-0702102
UNIVEST FOUNDATION
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,502,022 | $1,405,284 | $96,738 | $13,849,388 | $5,548,738 | $8,300,650 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $960,536
- Program service revenue
- $117,465
- Investment income
- $424,021
- Net gain from sales of assets
- $110,726
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,029
- Program services (functional)
- $1,337,373
- Management and general (functional)
- $67,911
Balance sheet and other
- Total assets, start of year
- $13,209,373
- Total assets, end of year
- $13,849,388
- Total liabilities, end of year
- $5,548,738
- Net assets, end of year
- $8,300,650
- Net assets without donor restrictions
- $7,795,907
- Net assets with donor restrictions
- $504,743
- Gross receipts
- $3,128,582
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE O KLINE | DIRECTOR Trustee or director | 2 | $0 |
| WILLIAM VAN SANT | CHAIRPERSON Trustee or director, Officer | 10 | $0 |
| MARCI SHANKWEILER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARIA P ESPOSITO | SECRETARY Trustee or director, Officer | 2 | $0 |
| BRITTANY L TRESSLER | TREASURER Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 197, SOUDERTON, PA 18964-0197
- In care of
- % TIM SWARTLEY
- Principal officer (990 for 2024)
- BRITTANY L TRESSLER, PO BOX 197, SOUDERTON, PA 18964
- Signed the 990
- BRITTANY L TRESSLER, TREASURER
- Phone
- (215) 721-2112
- Return prepared by
- DUNLAPSLK PC
Mission
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.
Program accomplishments
- 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.Expenses $1,337,373 · revenue $117,465
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0702102
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $13,849,388
- Income (IRS master file)
- $3,128,582
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,082,775 | $1,170,036 | $13,209,373 | IRS |
| 990 | June 2023 | $1,380,386 | $1,109,899 | $12,683,154 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about UNIVEST FOUNDATION
- What is the EIN of UNIVEST FOUNDATION?
- The employer identification number (EIN) of UNIVEST FOUNDATION is 01-0702102.
- Is UNIVEST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to UNIVEST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVEST FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVEST FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVEST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVEST FOUNDATION?
- The 990 for the year ended June 30, 2025 names BRITTANY L TRESSLER.
- Who are the officers and directors of UNIVEST FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does UNIVEST FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,502,022, expenses of $1,405,284 and total assets of $13,849,388 at year end.
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