Nonprofit · EIN 35-6743923
HELEN MERCER TEST TR
Tax-exempt · ERIE, PA 16501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,845 | $16,755 | -$14,910 | $87,586 | $0 | $87,586 |
| December 31, 2024 | 990-PF | $3,151 | $7,434 | -$4,283 | $102,490 | $0 | $102,490 |
| December 31, 2023 | 990-PF | $4,716 | $20,971 | -$16,255 | $106,790 | $0 | $106,790 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,607
- Net gain from sales of assets
- -$1,762
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $1,704
- Disbursements for charitable purposes
- $15,852
- Excise tax on investment income
- $37
Balance sheet and other
- Total assets, start of year
- $102,490
- Total assets, end of year
- $87,586
- Total liabilities, end of year
- $0
- Net assets, end of year
- $87,586
- Fair market value of assets
- $103,207
- Qualifying distributions
- $15,852
- Net investment income
- $3,566
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 |
|---|---|---|---|
| Northwest Bank 4100 EDISON LAKES PKWY STE 300, MISHAWAKA, IN 46545 | TRUSTEE | 1 | $1,704 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northwest Bank 4100 EDISON LAKES PKWY STE 300, MISHAWAKA, IN 46545 | TRUSTEE | 1 | $1,819 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northwest Bank 4100 EDISON LAKES PKWY STE 300, MISHAWAKA, IN 46545 | TRUSTEE | 1 | $1,870 |
Address and contacts
- Address (IRS master file)
- 800 STATE ST STE 500, ERIE, PA 16501-1357
- In care of
- % MUTUALBANK TTEE
- Signed the 990-PF
- MICHAEL T PORSCH, DIVISIONAL VP
- Phone
- (574) 273-7633
- Return prepared by
- ERNST & YOUNG US LLP
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
- 35-6743923
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X11)
- Assets (IRS master file)
- $87,586
- Income (IRS master file)
- $27,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,845 | $16,755 | $87,586 | IRS |
| 990-PF | December 2024 | $3,151 | $7,434 | $102,490 | IRS |
| 990-PF | December 2023 | $4,716 | $20,971 | $106,790 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 35-6743923).
Questions about HELEN MERCER TEST TR
- What is the EIN of HELEN MERCER TEST TR?
- The employer identification number (EIN) of HELEN MERCER TEST TR is 35-6743923.
- Is HELEN MERCER TEST TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to HELEN MERCER TEST TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN MERCER TEST TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN MERCER TEST TR 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 HELEN MERCER TEST TR 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 HELEN MERCER TEST TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,704 (Northwest Bank, TRUSTEE).
- How much revenue does HELEN MERCER TEST TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,845, expenses of $16,755 and total assets of $87,586 at year end.
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