Civic Intelligence
Officer

Univest Bank

19 organizations • 150 returns • Latest tax year 2025

Trustee
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

19

Returns

150

Total Compensation

$1,760,506

Total Benefits

$0

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township38-697542382025Trustee$357,856
George S Hellerick Jr Charitable Trust23-682921082025Trustee$300,251
Mildred Moyer Charitable Trust38-716784382025Trustee$271,815
Etta Mae Pettyjohn Charitable Trust38-716168682025Trustee$189,154
Mildred B Mitchell Residuary Charitable Trust FBO Churches38-716784182025Trustee$145,303
Trust UW Ruth K James Univest Bank & Trust Co Trustee23-682919672025Trustee$118,103
Mary Dorothy Fisher Charitable Trust38-716168382025Trustee$79,500
Alma E Fisher Tua FBO Charities38-701213982025Trustee$64,726
Bernard W Loeb Charitable Trust38-716168582025Trustee$27,312
Katie M Jones Charitable Tr38-716784482025Trustee$27,312
Mildred B Mitchell Residuary Charitable Tr FBO Music Department38-716784082025Trustee$27,312
The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill38-716168482025Trustee$27,312
The Loeb Foundation38-716784782025Trustee$27,312
Charles H Hoeflich FBO Penn Foundation Inc Tr38-705834482025Trustee$22,801
St Maria Goretti Educational Trust38-716784582025Trustee$21,955
Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High38-716168282025Trustee$17,393
Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust38-716168182025Trustee$13,552
Sarah M Stohl Charitable Trust XXXXXXXX23-797858672025Trustee$12,609
Heidelberg Ucc Charitable Trust38-716784282025Trustee$8,928

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2025Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$50,595-View return
2025George S Hellerick Jr Charitable Trust990PFTrustee1$42,049-View return
2025Mildred Moyer Charitable Trust990PFTrustee1$37,607-View return
2025Etta Mae Pettyjohn Charitable Trust990PFTrustee1$25,885-View return
2025Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$20,105-View return
2025Trust UW Ruth K James Univest Bank & Trust Co Trustee990PFTrustee1$18,176-View return
2025Mary Dorothy Fisher Charitable Trust990PFTrustee1$10,990-View return
2025Alma E Fisher Tua FBO Charities990PFTrustee1$8,815-View return
2025Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,625-View return
2025The Loeb Foundation990PFTrustee1$3,625-View return
2025Katie M Jones Charitable Tr990PFTrustee1$3,625-View return
2025The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,625-View return
2025Bernard W Loeb Charitable Trust990PFTrustee1$3,625-View return
2025Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$3,039-View return
2025St Maria Goretti Educational Trust990PFTrustee1$2,700-View return
2025Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,432-View return
2025Sarah M Stohl Charitable Trust XXXXXXXX990PFTrustee1$2,016-View return
2025Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,904-View return
2025Heidelberg Ucc Charitable Trust990PFTrustee1$1,219-View return
2024Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$47,346-View return
2024George S Hellerick Jr Charitable Trust990PFTrustee1$39,196-View return
2024Mildred Moyer Charitable Trust990PFTrustee1$35,283-View return
2024Etta Mae Pettyjohn Charitable Trust990PFTrustee1$24,515-View return
2024Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$18,837-View return
2024Trust UW Ruth K James Univest Bank & Trust Co Trustee990PFTrustee1$17,008-View return
2024Mary Dorothy Fisher Charitable Trust990PFTrustee1$10,188-View return
2024Alma E Fisher Tua FBO Charities990PFTrustee1$8,202-View return
2024Bernard W Loeb Charitable Trust990PFTrustee1$3,437-View return
2024The Loeb Foundation990PFTrustee1$3,437-View return
2024The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,437-View return
2024Katie M Jones Charitable Tr990PFTrustee1$3,437-View return
2024Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,437-View return
2024Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$2,962-View return
2024St Maria Goretti Educational Trust990PFTrustee1$2,700-View return
2024Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,218-View return
2024Sarah M Stohl Charitable Trust XXXXXXXX990PFTrustee1$1,836-View return
2024Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,736-View return
2024Heidelberg Ucc Charitable Trust990PFTrustee1$1,160-View return
2023Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$43,097-View return
2023George S Hellerick Jr Charitable Trust990PFTrustee1$35,704-View return
2023Mildred Moyer Charitable Trust990PFTrustee1$32,328-View return
2023Etta Mae Pettyjohn Charitable Trust990PFTrustee1$22,341-View return
2023Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$17,111-View return
2023Trust UW Ruth K James Univest Bank & Trust Co Trustee990PFTrustee1$15,701-View return
2023Mary Dorothy Fisher Charitable Trust990PFTrustee1$9,211-View return
2023Alma E Fisher Tua FBO Charities990PFTrustee1$7,437-View return
2023Katie M Jones Charitable Tr990PFTrustee1$3,375-View return
2023Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,375-View return
2023The Loeb Foundation990PFTrustee1$3,375-View return
2023Bernard W Loeb Charitable Trust990PFTrustee1$3,375-View return
2023The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,375-View return
2023Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$2,716-View return
2023St Maria Goretti Educational Trust990PFTrustee1$2,700-View return
2023Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,026-View return
2023Sarah M Stohl Charitable Trust XXXXXXXX990PFTrustee1$1,661-View return
2023Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,557-View return
2023Heidelberg Ucc Charitable Trust990PFTrustee1$1,057-View return
2022Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$43,934-View return
2022George S Hellerick Jr Charitable Trust990PFTrustee1$36,721-View return
2022Mildred Moyer Charitable Trust990PFTrustee1$33,268-View return
2022Etta Mae Pettyjohn Charitable Trust990PFTrustee1$23,113-View return
2022Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$17,839-View return
2022Trust UW Ruth K James Univest Bank & Trust Co Trustee990PFTrustee1$16,520-View return
2022Mary Dorothy Fisher Charitable Trust990PFTrustee1$9,847-View return
2022Alma E Fisher Tua FBO Charities990PFTrustee1$7,976-View return
2022The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,375-View return
2022Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,375-View return
2022Katie M Jones Charitable Tr990PFTrustee1$3,375-View return
2022Bernard W Loeb Charitable Trust990PFTrustee1$3,375-View return
2022The Loeb Foundation990PFTrustee1$3,375-View return
2022Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$2,847-View return
2022St Maria Goretti Educational Trust990PFTrustee1$2,700-View return
2022Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,137-View return
2022Sarah M Stohl Charitable Trust XXXXXXXX990PFTrustee1$1,772-View return
2022Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,658-View return
2022Heidelberg Ucc Charitable Trust990PFTrustee1$1,115-View return
2021Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$46,545-View return
2021George S Hellerick Jr Charitable Trust990PFTrustee1$39,776-View return
2021Mildred Moyer Charitable Trust990PFTrustee1$36,155-View return
2021Etta Mae Pettyjohn Charitable Trust990PFTrustee1$24,957-View return
2021Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$19,521-View return
2021Trust UW Ruth K James Univest Bank & Trust Co Trustee990PFTrustee1$18,079-View return
2021Mary Dorothy Fisher Charitable Trust990PFTrustee1$11,085-View return
2021Alma E Fisher Tua FBO Charities990PFTrustee1$8,989-View return
2021Bernard W Loeb Charitable Trust990PFTrustee1$3,375-View return
2021The Loeb Foundation990PFTrustee1$3,375-View return
2021The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,375-View return
2021Katie M Jones Charitable Tr990PFTrustee1$3,375-View return
2021Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,375-View return
2021Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$3,186-View return
2021St Maria Goretti Educational Trust990PFTrustee1$2,700-View return
2021Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,354-View return
2021Sarah M Stohl Charitable Trust XXXXXXXX990PFTrustee1$1,968-View return
2021Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,855-View return
2021Heidelberg Ucc Charitable Trust990PFTrustee1$1,234-View return
2020Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$41,670-View return
2020George S Hellerick Jr Charitable Trust990PFTrustee1$35,216-View return
2020Mildred Moyer Charitable Trust990PFTrustee1$32,142-View return
2020Etta Mae Pettyjohn Charitable Trust990PFTrustee1$22,430-View return
2020Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$17,106-View return
2020Mary Dorothy Fisher Charitable Trust990PFTrustee1$9,329-View return
2020Alma E Fisher Tua FBO Charities990PFTrustee1$7,650-View return
2020Katie M Jones Charitable Tr990PFTrustee1$3,375-View return
2020Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,375-View return
2020The Loeb Foundation990PFTrustee1$3,375-View return
2020Bernard W Loeb Charitable Trust990PFTrustee1$3,375-View return
2020The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,375-View return
2020Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$2,703-View return
2020St Maria Goretti Educational Trust990PFTrustee1$2,700-View return
2020Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,063-View return
2020Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,595-View return
2020Heidelberg Ucc Charitable Trust990PFTrustee1$1,047-View return
2019Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$41,781-View return
2019George S Hellerick Jr Charitable Trust990PFTrustee1$35,277-View return
2019Mildred Moyer Charitable Trust990PFTrustee1$32,092-View return
2019Etta Mae Pettyjohn Charitable Trust990PFTrustee1$22,599-View return
2019Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$17,107-View return
2019Trust UW Ruth K James Univest Bank & Trust Co Trustee990PFTrustee1$15,694-View return
2019Mary Dorothy Fisher Charitable Trust990PFTrustee1$9,231-View return
2019Alma E Fisher Tua FBO Charities990PFTrustee1$7,654-View return
2019Katie M Jones Charitable Tr990PFTrustee1$3,375-View return
2019Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,375-View return
2019Bernard W Loeb Charitable Trust990PFTrustee1$3,375-View return
2019The Loeb Foundation990PFTrustee1$3,375-View return
2019The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,375-View return
2019St Maria Goretti Educational Trust990PFTrustee1$2,737-View return
2019Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$2,640-View return
2019Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,033-View return
2019Sarah M Stohl Charitable Trust XXXXXXXX990PFTrustee1$1,666-View return
2019Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,578-View return
2019Heidelberg Ucc Charitable Trust990PFTrustee1$1,022-View return
2018Elizabeth P Arneth Irrevocable Trust FBO Towamencin Township990PFTrustee1$42,888-View return
2018George S Hellerick Jr Charitable Trust990PFTrustee1$36,312-View return
2018Mildred Moyer Charitable Trust990PFTrustee1$32,940-View return
2018Etta Mae Pettyjohn Charitable Trust990PFTrustee1$23,314-View return
2018Mildred B Mitchell Residuary Charitable Trust FBO Churches990PFTrustee1$17,677-View return
2018Trust UW Ruth K James Univest Bank & Trust Co Trustee990PFTrustee1$16,925-View return
2018Mary Dorothy Fisher Charitable Trust990PFTrustee1$9,619-View return
2018Alma E Fisher Tua FBO Charities990PFTrustee1$8,003-View return
2018The Charles J and Mary Ellen Jensen Endowment Fund for Bethel Hill990PFTrustee1$3,375-View return
2018Mildred B Mitchell Residuary Charitable Tr FBO Music Department990PFTrustee1$3,375-View return
2018Katie M Jones Charitable Tr990PFTrustee1$3,375-View return
2018The Loeb Foundation990PFTrustee1$3,375-View return
2018Bernard W Loeb Charitable Trust990PFTrustee1$3,375-View return
2018St Maria Goretti Educational Trust990PFTrustee1$3,018-View return
2018Charles H Hoeflich FBO Penn Foundation Inc Tr990PFTrustee1$2,708-View return
2018Bernard W Loeb Charitable Trust FBO Christopher Dock Mennonite High990PFTrustee1$2,130-View return
2018Sarah M Stohl Charitable Trust XXXXXXXX990PFTrustee1$1,690-View return
2018Bernadette Herbst Loeb and Bernard W Loeb Charitable Trust990PFTrustee1$1,669-View return
2018Heidelberg Ucc Charitable Trust990PFTrustee1$1,074-View return