Anne M Zook Truw Juniata Valley Bank Ttee
Anne M Zook Truw Juniata Valley Bank Ttee is a private foundation, based in Mifflintown, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $894K in total assets. In 2025, it awarded 1 grant totaling $53K. Net investment income was $64K.
Key facts about Anne M Zook Truw Juniata Valley Bank Ttee
In short: Anne M Zook Truw Juniata Valley Bank Ttee gave $53K across 1 grant in 2025 (avg $53K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 83-6782695
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $52,639
- Grants made (2025)
- 1
- Average grant
- $52,639
- Median grant
- $52,639
- Total assets
- $894,417
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$894K
+1.1% YoY
Annual Giving
$53K
-7.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$53K
-7.1% YoY
Under IRS private-foundation payout rules, Anne M Zook Truw Juniata Valley Bank Ttee reported a distributable amount of $55K for 2025 — the minimum it must pay out in qualifying distributions.
How Anne M Zook Truw Juniata Valley Bank Ttee gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $53K (2025) to $60K (2022). In 2025 it made 1 grant totaling $53K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $52,639 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $894,417 | $884,369 | $875,336 |
| Revenue | $69,662 | $72,242 | $66,723 |
| Expenses | $59,614 | $63,209 | $67,469 |
| Qualifying Distributions | $52,639 | $56,633 | $60,006 |
| Net Investment Income | $63,566 | $66,299 | $60,770 |
| Distributable Amount | $55,076 | $53,000 | $52,960 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
Leadership & Key People
Officers and directors from IRS filings
Anne M Zook Truw Juniata Valley Bank Ttee's only listed officer is Juniata Valley Bank Trustee, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Juniata Valley Bank Trustee
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Juniata Valley Bank Trustee (Trustee).
Frequently asked questions about Anne M Zook Truw Juniata Valley Bank Ttee
How much does Anne M Zook Truw Juniata Valley Bank Ttee give each year?
Anne M Zook Truw Juniata Valley Bank Ttee gave $53K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $57K across 1 grant.
How large is Anne M Zook Truw Juniata Valley Bank Ttee?
Anne M Zook Truw Juniata Valley Bank Ttee reported $894K in total assets on its 2025 IRS Form 990-PF. It paid out $53K in qualifying distributions that year, against a required minimum of $55K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Anne M Zook Truw Juniata Valley Bank Ttee operate?
Anne M Zook Truw Juniata Valley Bank Ttee has awarded grants in Pennsylvania.
What is Anne M Zook Truw Juniata Valley Bank Ttee's EIN?
Anne M Zook Truw Juniata Valley Bank Ttee's EIN (Employer Identification Number) is 83-6782695. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Anne M Zook Truw Juniata Valley Bank Ttee by hand.
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