Nonprofit · EIN 51-6559897
BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH
Tax-exempt · JOHNSTOWN, PA 15907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $25,106 | $7,243 | $17,863 | $607,528 | $0 | $607,528 |
| December 31, 2024 | 990-PF | $64,766 | $82,254 | -$17,488 | $589,699 | $0 | $589,699 |
| December 31, 2023 | 990-PF | $27,797 | $6,236 | $21,561 | $606,066 | $0 | $606,066 |
| December 31, 2022 | 990-PF | -$52,796 | $44,521 | -$97,317 | $584,282 | $0 | $584,282 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,535
- Net gain from sales of assets
- $1,571
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $6,584
- Excise tax on investment income
- $248
Balance sheet and other
- Total assets, start of year
- $589,699
- Total assets, end of year
- $607,528
- Total liabilities, end of year
- $0
- Net assets, end of year
- $607,528
- Fair market value of assets
- $668,833
- Net investment income
- $25,106
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMERISERV TRUST PO BOX 520, JOHNSTOWN, PA 15907 | TRUSTEE | 1 | $6,584 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMERISERV TRUST PO BOX 520, JOHNSTOWN, PA 15907 | TRUSTEE | 1 | $6,914 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMERISERV TRUST PO BOX 520, JOHNSTOWN, PA 15907 | TRUSTEE | 1 | $6,236 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMERISERV TRUST & FINANCIAL SVC CO PO BOX 520, JOHNSTOWN, PA 159070520 | TRUSTEE | 0 | $7,141 |
Address and contacts
- Address (IRS master file)
- PO BOX 520, JOHNSTOWN, PA 15907-0520
- In care of
- % AMERISERV TRUST & FINANCIAL SERVI
- Signed the 990-PF
- AMERISERV FINANCIAL BANK, TRUSTEE
- Phone
- (800) 837-2265
- Return prepared by
- WESSEL & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 51-6559897
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $607,528
- Income (IRS master file)
- $859,657
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $25,106 | $7,243 | $607,528 | IRS |
| 990-PF | December 2024 | $64,766 | $82,254 | $589,699 | IRS |
| 990-PF | December 2023 | $27,797 | $6,236 | $606,066 | XML |
| 990-PF | December 2022 | -$52,796 | $44,521 | $584,282 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 51-6559897).
Questions about BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH
- What is the EIN of BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH?
- The employer identification number (EIN) of BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH is 51-6559897.
- Is BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,584 (AMERISERV TRUST, TRUSTEE).
- How much revenue does BESSIE OVERDORFF TR UW FBO ALLEGHENY LUTHERAN HOME AND CHURCH have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $25,106, expenses of $7,243 and total assets of $607,528 at year end.
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All nonprofits in JOHNSTOWN · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations