Public Charity

LUESTHER T MERTZ CHARITABLE TRUST

Based in NEW YORK, NY, LUESTHER T MERTZ CHARITABLE TRUST operates as a Public Charity. The organization reported $21K in revenue, $79K in expenses, $395K in total assets for fiscal year 2024. Imperigo tracks 77 reported grants from this foundation totaling approximately $103.3M.

EIN: 137049014 NEW YORK, NY Named Trusts N.E.C. NTEE: T90 Latest filing: 2024
Total Revenue$21K
Total Expenses$79K
Total Assets$395K
Grants Given77
Grant Total$103.3M
Filing Years2020–2024

Mission

THE TRUST IS A TESTAMENTARY CHARITABLE TRUST UNDER NEW YORK LAW AND IS A SO-CALLED "SUPPORTING ORGANIZATION" DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE SOLE EXEMPT PURPOSE AND ACTIVITY OF THE TRUST IS TO SUPPORT DIRECTLY FOURTEEN PUBLICLY SUPPORTED CHARITIES WHICH ARE NAMED IN THE TRUST'S GOVERNING INSTRUMENT WHICH REQUIRES THAT ALL NET INCOME OF THE TRUST BE DISTRIBUTED TO PROVIDE ESSENTIAL SUPPORT FOR A SUBSTANTIAL PROGRAM OR ACTIVITY OF ONE OR MORE OF THE NAMED BENEFICIARY ORGANIZATIONS.

Where $100 goes at Luesther T Mertz Charitable Trust

How Luesther T Mertz Charitable Trust divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$92 Programs the work itself
$8 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $92 for programs

$92
During the year ended november 30, 2024, the trust was awaiting approval from the nys attorney general's office to dissolve
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Before you apply to Luesther T Mertz Charitable Trust

Rarely funds new orgs Every recent recipient had been funded before (2019–2021).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

NEW YORK BOTANICAL GARDEN
BRONX, NY · 2021
SUPPORT FOR THE FUND FOR THE MERTZ LIBRARY; DIRECTOR OF MERTZ LIBRARY EXECUTIVE SEARCH; AND NYBG-WIDE TECHNOLOGY.
$900,000
NEW YORK SHAKESPEARE FESTIVAL
NEW YORK, NY · 2021
GENERAL OPERATING SUPPORT DURING FISCAL YEAR 2023.
$900,000
THE JOYCE THEATER FOUNDATION
NEW YORK, NY · 2021
SUPPORT FOR INCREASED ARTISTS FEES AND EXPENSES ASSOCIATED WITH OFFERING LIVE MUSIC ACCOMPANIMENT FOR DANCE PRESENTATIONS; INSTITUTIONAL MARKETING EFFORTS DESIGNED TO ADDRESS DECREASED AUDIENCE SIZE; AND ENHANCED STAFF CAPACITY FOR UPCOMING CAPITAL PROJECTS.
$480,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
NEW YORK, NY · 2021
SUPPORT FOR LINCOLN CENTER THEATER'S PRODUCTIONS DURING FYE 6/30/23; GENERAL OPERATING EXPENSES AT LINCOLN CENTER EDUCATION; SUPPORT FOR THE CREATION OF NEW WORK AT THE NYCB DURING ITS 2025 FISCAL YEAR; AND GENERAL OPERATING EXPENSES AT LINCOLN CENTER FOR THE PERFORMING ARTS, INC.
$360,000
NATURAL RESOURCES DEFENSE COUNCIL
NEW YORK, NY · 2021
SUPPORT FOR NRDC'S CLIMATE WORK AT LARGE DURING FISCAL YEAR 2023.
$270,000

Showing up to 5 of 77 total records — full history available with membership.

Officers & Directors

TRUSTEE Golden Beckner Jr
TRUSTEE Larry E Condon

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$28,385,000 13 grants
Arts & Culture
$24,255,000 9 grants
Environment & Conservation
$19,632,500 15 grants
General Support
$19,486,500 21 grants
Research & Policy
$6,637,500 4 grants

Financial Trends

Year Revenue Expenses Assets
2024 $21K $79K $395K
2023 $200K $1.2M $453K
2022 $2.3M $4.6M $1.4M
2021 $2.2M $116.1M $6.0M
2020 $7.0M $32.7M $94.3M

Between 2020 and 2024, reported annual revenue declined from $7.0M to $21K (-100%), with total assets most recently reported at $395K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, NY.

CANY

Full geographic grant map with state-by-state breakdown available with membership.

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