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.
Public Charity
UNIVEST FOUNDATION
UNIVEST FOUNDATION is a private foundation categorized as Public Charity based in SOUDERTON, PA. Its most recent IRS filing (2025) reports revenue of $1.5M, expenses of $1.4M, total assets of $13.8M.
EIN: 010702102
SOUDERTON, PA
Philanthropy, Voluntarism & Grantmaking Foundations N.E.C.
NTEE: T99
Latest filing: 2025
Total Revenue$1.5M
Total Expenses$1.4M
Total Assets$13.8M
Grants Given0
Filing Years2020–2025
Where $100 goes at Univest Foundation
How Univest Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$95
Programs
the work itself
$5
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $95 for programs
$95
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
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TREASURER
Brittany L Tressler
DIRECTOR
Joanne O Kline
VICE PRESIDENT
Marci Shankweiler
SECRETARY
Maria P Esposito
CHAIRPERSON
William Van Sant
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $1.5M | $1.4M | $13.8M |
| 2024 | $1.1M | $1.2M | $13.2M |
| 2023 | $1.4M | $1.1M | $12.7M |
| 2021 | $2.6M | $2.6M | $15.0M |
| 2020 | $1.9M | $1.3M | $11.9M |
Between 2020 and 2025, reported annual revenue declined from $1.9M to $1.5M (-19%), with total assets most recently reported at $13.8M.
Interactive year-over-year charts and full filing details available with membership.