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Nonprofit · EIN 86-6510563

MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH

Also known as JUNIATA VALLEY BANK TTEE

Tax-exempt · MIFFLINTOWN, PA 17059

Financials

$56K$44K2023$84K$47K2024$67K$48K2025
Revenue Expenses · by fiscal year end
Financials of MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$66,554$47,819$18,735$1,437,813$0$1,437,813
December 31, 2024990$84,287$46,513$37,774$1,419,078$0$1,419,078
December 31, 2023990$55,661$43,642$12,019$1,381,304$0$1,381,304
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$66,554
Net gain from sales of assets
$21,741
Other revenue
$0

Expenses

Grants and similar amounts paid
$40,748
Compensation of officers, directors and key employees
$6,196
Salaries, compensation and benefits (total)
$6,196
Professional fundraising fees
$0
Accounting fees
$875
Program services (functional)
$40,748
Management and general (functional)
$7,071

Balance sheet and other

Total assets, start of year
$1,419,078
Total assets, end of year
$1,437,813
Total liabilities, end of year
$0
Net assets, end of year
$1,437,813
Publicly traded securities
$1,306,136
Net assets without donor restrictions
$1,437,813
Gross receipts
$134,814
Employees
0
Year formed
2021
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JUNIATA VALLEY BANK TRUST DEPTTRUSTEE
Institutional trustee
1$6,196
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JUNIATA VALLEY BANK TRUST DEPTTRUSTEE
Institutional trustee
1$5,988
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JUNIATA VALLEY BANK TRUST DEPTTRUSTEE
Institutional trustee
1$5,986

Address and contacts

Address (IRS master file)
PO BOX 66, MIFFLINTOWN, PA 17059-0066
In care of
% JUNIATA VALLEY BANK
Principal officer (990 for 2025)
JUNIATA VALLEY BANK TRUST DEPT, P O BOX 66, MIFFLINTOWN, PA 17059
Signed the 990
JUNIATA VALLEY BANK TRUST DEPT, TRUSTEE
Phone
(717) 436-8211
Return prepared by
MILLER - GENTRY CPA'S

Mission

TO PROVIDE DIRECT SUPPORT TO THE ALDERSGATE UNITED METHODIST CHURCH OR OTHER RELIGIOUS ORGANIZATIONS

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE DIRECT SUPPORT TO THE ALDERSGATE UNITED METHODIST CHURCH OR OTHER RELIGIOUS ORGANIZATIONS
    Expenses $40,748 · grants $40,748

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
86-6510563
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$1,437,813
Income (IRS master file)
$134,814

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$66,554$47,819$1,437,813IRS
990December 2024$84,287$46,513$1,419,078IRS
990December 2023$55,661$43,642$1,381,304XML
990December 2022$77,205$31,620$1,369,285IRS

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 86-6510563).

Questions about MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH

What is the EIN of MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH?
The employer identification number (EIN) of MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH is 86-6510563.
Is MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH 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 MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST 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 MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH?
The 990 for the year ended December 31, 2025 names JUNIATA VALLEY BANK TRUST DEPT.
Who are the officers and directors of MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,196 (JUNIATA VALLEY BANK TRUST DEPT, TRUSTEE).
How much revenue does MARY ANN ZOOK TR UW FBO ALDERSGATE UNITED METHODIST CHURCH have?
On its 990 for the year ended December 31, 2025 it reported revenue of $66,554, expenses of $47,819 and total assets of $1,437,813 at year end.

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