EIN 13-7049014

LuEsther T Mertz Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1991
Most recent tax filings
2022-11-01
Description
The LuEsther T Mertz Charitable 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 public charities, all located in New York City, which were named in the Trust's governing instrument.
Also known as...
Oconnor W B Et Al Ttee
Total revenues
$2,295,349
2022
Total expenses
$4,631,145
2022
Total assets
$1,408,894
2022
Num. employees
0
2022

Program areas at LuEsther T Mertz Charitable Trust

$3,900,000 in distributions were paid to 11 of the 14 organizations named in the Trust's governing instrument.

Grants made by LuEsther T Mertz Charitable Trust

GranteeGrant descriptionAmount
New York Botanical Garden (NYBG)Support for the Fund for the Mertz Library; Director of Mertz Library Executive Search; and Nybg-Wide Technology.$900,000
Joe's PubGeneral Operating Support During Fiscal Year 2023.$900,000
Joyce Theater FoundationSupport 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
...and 8 more grants made

Personnel at LuEsther T Mertz Charitable Trust

NameTitleCompensation
Larry E CondonTrustee$503,020

Financials for LuEsther T Mertz Charitable Trust

RevenuesFYE 11/2022
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$2,278,890
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$16,459
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,295,349

Form 990s for LuEsther T Mertz Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2021-112022-05-24990View PDF
2020-112021-04-14990View PDF
2019-112020-09-16990View PDF
2018-112019-05-14990View PDF
2017-112018-05-14990View PDF
...and 7 more Form 990s
Data update history
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
June 25, 2021
Posted financials
Added Form 990 for fiscal year 2020
June 18, 2021
Used new vendors
Identified 1 new vendor, including
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
May 20, 2019
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
State / local levelTax deductible donationsNo full-time employees
General information
Address
218 E 18th St
New York, NY 10003
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
IRS details
EIN
13-7049014
Fiscal year end
November
Taxreturn type
Form 990
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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