FORM 1023-EZ for HELEN MERCER TESTAMENTARY TRUST
| Field | Data |
|---|---|
| EIN | 35-6743923 |
| Case Number | EO-2018344-000246 |
| Form 1023-EZ version | 12018 |
| Eligibility Worksheet | 1 |
| Organization Name | HELEN MERCER TESTAMENTARY TRUST |
| Organization’s Mailing Address | 4100 EDISON LAKES PKWY STE 300 |
| City | MISHAWAKA |
| State | IN |
| ZIP | 46545-528 |
| Accounting period End | 12 |
| Primary contact name | MICHELLE MARNER |
| Primary contact phone | [Hidden] |
| Primary contact phone extension | [Hidden] |
| Primary contact fax | [Hidden] |
| User fee submitted | $275.00 |
Officer/Director/Trustee One
MUTUALWEALTH MANAGEMENT GROUP
TRUSTEE
4100 EDISON LAKES PKWY STE 300
MISHAWAKA IN 46545-528
Officer/Director/Trustee Two
JAMES CHAMPER
PAID PREPARER
210 S MICHIGAN STE 200
SOUTH BEND IN 46601
| Organization’s website | N/A |
|---|---|
| Organization’s email | MICHELLE.MARNER@BANKWITHMUTUAL.COM |
| Organization Incorporated | |
| Organization trust | Yes |
| Necessary Organizing Documents | Yes |
| Organization Incorporation Date | 5/19/03 |
| Organization Incorporation State | IN |
| Contains Limitation | Yes |
| Does not expressly empower | Yes |
| Contains dissolution | Yes |
| National Taxonomy of Exempt Entities (NTEE) code | X11 - Single Organization Support |
| Organization’s purpose | Charitable: No Religious: Yes Educational: No Scientific: No Literary: No Public Safety: No Amateur Sports: No Cruelty Prevention: No |
| Qualify For Exemption | No |
| Legislation influence | No |
| Compensation of Officer director trustee | No |
| Donation of funds | No |
| Conducting Activities Outside of United States | No |
| Financial transactions with officers | No |
| Unrelated Gross Income $1,000 or More | No |
| Gaming Activity | No |
| Disaster relief assistance | No |
| One Third Support Public | No |
| One Third Support Gifts | No |
| Benefit of College | No |
| Private Foundation 508(e) | Yes |
| Seeking Retroactive Reinstatement | No |
| Seeking Section 7 Reinstatement | No |
| Correctness Declaration | Yes |
| Signature Name | JAMES CHAMPER |
| Signature Title | PAID PREPARER |
| Signature Date | 12/6/18 |
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