Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee
Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee is a private foundation, based in Johnstown, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $553K in total assets. Net investment income was $28K.
Key facts about Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee
- EIN
- 25-6013442
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $553,067
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$553K
+5.3% YoY
Revenue
$34K
-29.5% YoY
Net Investment Income
$28K
-7.8% YoY
Expenses
$6K
-91.4% YoY
Under IRS private-foundation payout rules, Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
How Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee gives
- Giving grew 103% from 2021 to 2024. Method
- In 2024 it paid out 198% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $14K (2020) to $56K (2024). In 2024 it made 5 grants totaling $56K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $553,067 | $525,100 | $549,626 |
| Revenue | $34,402 | $48,778 | $25,225 |
| Expenses | $6,387 | $74,243 | $5,688 |
| Qualifying Distributions | — | $55,837 | — |
| Net Investment Income | $28,015 | $30,372 | $19,537 |
| Distributable Amount | $29,605 | $28,271 | $26,723 |
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 June 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 13, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Officers and directors from IRS filings
Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee is led by Ameriserv Trust, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2025 filing
Ameriserv Trust
Trustee
On filings since 2023
1 hr/week
$6K (2023) → $6K (2025)
Former officers (1)
- Former: Ameriserv Trust & Financial Svcs Co (2020–2022) — Trustee
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 $6K, to Ameriserv Trust (Trustee).
Frequently asked questions about Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee
How large is Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee?
Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee reported $553K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $34K.
Where does Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee operate?
Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee has awarded grants in Pennsylvania.
How much is Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee's EIN?
Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee's EIN (Employer Identification Number) is 25-6013442. 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 Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee by hand.
Explore Open Grants
Browse active grant opportunities in Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Glenna Joyce Vernon TW
Jasper, IN
Assets
$445K
Grants
1
Total Given
$24K
Community National Foundation Inc
Chanute, KS
The foundation supports community foundations, community betterment, education, and other charitable organizations, primarily in Kansas and also in Missouri. Its 2024 grants ranged from $300 to $5,833, with a median of $2,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$158K
Grants
16
Total Given
$41K
HJ Brody Foundation
Greenville, NC
Assets
$3.4M
Grants
26
Total Given
$231K
Miramar Charitable Foundation
Ft Mitchell, KY
Miramar Charitable Foundation funds preselected charitable organizations across areas including arts, survivor support, education, science, and journalism, with grants to recipients in multiple states; in 2024, the largest shares went to Colorado, North Carolina, California, New York, and Florida. Its 2024 grants ranged from $250 to $1 million, with a median of $2,000. It does not accept unsolicited requests.
Assets
$32.5M
Grants
188
Total Given
$4.5M
Tetrick Family Foundation
Elizabethton, TN
Assets
$3.9M
Grants
6
Total Given
$153K
Columbus Community Foundation
Columbus, KS
Management of funds to benefit the local community
Assets
$14K
Grants
0
Total Given
$41K
Bryant Foundation Inc
Owensboro, KY
The foundation supports charitable organizations, including schools, arts and cultural groups, and community-serving organizations. In 2024, it awarded 30 grants of $50–$12,364, with a median grant of $1,000; most funding went to North Carolina and Kentucky. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$614K
Grants
30
Total Given
$46K
Laura Fields Trust
Lawton, OK
The Laura Fields Trust supports scholarships, education, teacher incentives, and organizations’ general operations, with 2025 grants ranging from $3,000 to $19,080 and a median of $5,516. Its reported 2025 grants all went to Oklahoma recipients. It accepts inquiries: prospective applicants should contact Sheila Fountain by letter to request application forms.
Assets
$2.2M
Grants
12
Total Given
$83K
Clellan Prewitt Charitable Remainder
Somerset, KY
Assets
$389K
Grants
2
Total Given
$18K
Dave Morgan Foundation
Tulsa, OK
Assets
$521K
Grants
2
Total Given
$18K
East Tennessee Foundation
Knoxville, TN
East Tennessee Foundation supports nonprofits and public entities through grants for areas including housing, youth, racial justice, health, arts, and community priorities. Its 2024 grants had a median of $17,316, and it serves a 25-county region in East Tennessee.
Assets
$282.5M
Grants
298
Total Given
$14.4M
More Funders in Pennsylvania
Robert Gray Irrevocable Trust UA Ameriserv Financial Bank Trustee down — hundreds of funders to go?