Helen Mercer Testamentary Trust
Helen Mercer Testamentary Trust is a private foundation focused on religion, based in Erie, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $88K in total assets. In 2025, it awarded 1 grant totaling $15K. Net investment income was $3K.
Helen Mercer Testamentary Trust at a glance
In short: Helen Mercer Testamentary Trust gave $15K across 1 grant in 2025 (avg $15K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,000
- +167.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $15,000
- +167.9% vs 2024
- Median grant
- $15,000
- Total assets
- $87,586
- -14.5% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Helen Mercer Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Grace Fellowship Church ($15K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Helen Mercer Testamentary Trust gives
- In 2025 it paid out 314% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $6K (2024) to $18K (2023). In 2025 it made 1 grant totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Grace Fellowship Church Bremen, IN | General Fund | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $87,586 | $1,845 | $16,755 | $15,000 | 1 | $15,852 | $2,697 | $5,042 |
| 2024 | $102,490 | $3,151 | $7,434 | $5,600 | 1 | $6,510 | $3,343 | $5,507 |
| 2023 | $106,790 | $4,716 | $20,971 | $17,946 | 3 | $18,881 | $3,762 | $5,681 |
| 2022 | $123,013 | $5,621 | $2,129 | — | — | $989 | $4,401 | $6,072 |
| 2021 | $119,555 | $8,759 | $9,314 | $7,170 | 1 | $8,213 | $7,593 | $6,513 |
| 2020 | $120,160 | $3,053 | $2,405 | — | — | — | $1,553 | $6,077 |
Under IRS private-foundation payout rules, Helen Mercer Testamentary Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen Mercer Testamentary Trust's only listed officer is Northwest Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Northwest Bank
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (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 $2K, to Northwest Bank (Trustee).
Frequently asked questions about Helen Mercer Testamentary Trust
How much does Helen Mercer Testamentary Trust give each year?
Helen Mercer Testamentary Trust gave $15K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 1 grant.
How large is Helen Mercer Testamentary Trust?
Helen Mercer Testamentary Trust reported $88K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is Helen Mercer Testamentary Trust?
Helen Mercer Testamentary Trust is a private foundation focused on religion, based in Erie, PA. It holds $88K in total assets as of 2025.
Where does Helen Mercer Testamentary Trust operate?
Helen Mercer Testamentary Trust has awarded grants in Indiana.
What is Helen Mercer Testamentary Trust's EIN?
Helen Mercer Testamentary Trust's EIN (Employer Identification Number) is 35-6743923. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
Live grants for the work Helen Mercer Testamentary Trust funds
Religion Related Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Helen Mercer Testamentary Trust's focus areas in our free grants database
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