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 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.

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

RENOVATION AND RESTORATION OF THE TULIP TREE ALLEE. LUESTHER T. MERTZ SPECIAL LIBRARY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER; CAPITAL EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER FOR THE RENOVATION OF THE EVERETT CHILDREN'S ADVENTURE GARDEN AND/OR THE WORKER'S OPERATIONS CENTER. DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK BOTANICAL GARDEN, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK BOTANICAL GARDEN. HVAC CHILLER EQUIPMENT ENERGY REDUCTION (HCEER) PLAN.
$13,700,000 1 grant
LUESTHER T. MERTZ LEGACY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEARS 2021-22. SUPPORT FOR FISCAL YEAR 2020-21 SEASON; FREELANCE THEATER MAKER RELIEF PAYMENTS.DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK SHAKESPEARE FESTIVAL, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK SHAKESPEARE FESTIVAL. GENERAL OPERATING SUPPORT DURING FISCAL YEAR 2023.
$13,700,000 1 grant
SUPPORT FOR SCIENTIFIC RESEARCH, HORTICULTURE AND LIVING COLLECTIONS, AUDIENCE DEVELOPMENT, AND VISITOR SERVICES AND TO ADD TO THE RECOVERY AND RESTORATION FUND.
$6,187,500 1 grant
THE JOYCE THEATER'S ENDOWMENT; SUPPORT FOR REAL ESTATE OPPORTUNITIES OR UNEXPECTED BUILDING AND OPERATING NEEDS.DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE JOYCE THEATER FOUNDATION, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE JOYCE THEATER FOUNDATION.SUPPORT FOR REAL ESTATE OPPORTUNITIES OR UNEXPECTED BUILDING AND OPERATING NEEDS.
$6,085,000 1 grant
IN SUPPORT OF SCIENTIFIC RESEARCH, HORTICULTURE AND LIVING COLLECTIONS, AUDIENCE DEVELOPMENT, AND VISITOR SERVICES; CONSERVATORY DOME PROJECT; CONTINUITY PLAN; PRESIDENT'S FUND; INSTITUTIONAL DEVELOPMENT FUND
$5,625,000 1 grant

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.

See the full picture for LUESTHER T MERTZ CHARITABLE TRUST

Complete financials, all 77 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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