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New York · Charitable trust

Luesther T Mertz Charitable Trust

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…

$3.9M
Granted FY2022
11
Grants FY2022
10
Organizations funded FY2022
0%
First-time grantees FY2022
Read the full brief
Median grant, FY2022
$210,000
Largest grant, FY2022
$900,000
Organizations funded a year
10 to 12
FY2017 to FY2022
States reached, FY2022
2
Total assets, FY2022
$395k

How open it is to new grantees

In FY2022, 0% of the organizations Luesther T Mertz Charitable Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202210$3.8M0%
FY202110$38M0%
FY202010$29M0%
FY201912$11M0%
FY201812$11M0%
FY201712$9.1Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2022.

Arts & Culture$51MEnvironment$44MRecreation & Sports$2.4MCivil Rights$2.4MHealth$1.9MPhilanthropy$1.0MEducation$400kCommunity Improvement$100k

Top grantees

Largest recipients by total granted, FY2017 to FY2022, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
New York Botanical Garden$34,962,500614%
New York Shakespeare Festival$24,005,000629%
Joyce Theater Foundation Inc$12,440,000742%
Lincoln Center for the Performing Arts Inc$7,210,00062%
Natural Resources Defense Council Inc$6,612,50062%
Wnetwliw$3,624,0006n/a
Ballet Tech Foundation Inc$3,390,000629%
American Civil Liberties Union Foundation Inc$2,350,00061%
Central Park Conservancy Inc$2,217,50062%
St Francis Hospital$1,900,00030%
Show all 12 grantees
All grantees of Luesther T Mertz Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
New York Botanical Garden$34,962,500614%
New York Shakespeare Festival$24,005,000629%
Joyce Theater Foundation Inc$12,440,000742%
Lincoln Center for the Performing Arts Inc$7,210,00062%
Natural Resources Defense Council Inc$6,612,50062%
Wnetwliw$3,624,0006n/a
Ballet Tech Foundation Inc$3,390,000629%
American Civil Liberties Union Foundation Inc$2,350,00061%
Central Park Conservancy Inc$2,217,50062%
St Francis Hospital$1,900,00030%
National Audubon Society Inc$1,857,50061%
Phoenix House Foundation Inc$400,0003n/a

What it could do for these grantees

Where it is load-bearing

Luesther T Mertz Charitable Trust supplied at least a quarter of the budget for 3 of its grantees at some point. The chart plots its 10 largest grantees; load-bearing ones sit top left.

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetNew York Botanical Garden: $34,962,500 over 6y, 14% of budgetNew York Shakespeare Festival: $24,005,000 over 6y, 29% of budgetJoyce Theater Foundation Inc: $12,440,000 over 7y, 42% of budgetLincoln Center for the Performing Arts Inc: $7,210,000 over 6y, 1.6% of budgetNatural Resources Defense Council Inc: $6,612,500 over 6y, 1.8% of budgetBallet Tech Foundation Inc: $3,390,000 over 6y, 29% of budgetAmerican Civil Liberties Union Foundation Inc: $2,350,000 over 6y, 0.6% of budgetCentral Park Conservancy Inc: $2,217,500 over 6y, 1.6% of budgetSt Francis Hospital: $1,900,000 over 3y, 0.1% of budgetNational Audubon Society Inc: $1,857,500 over 6y, 0.6% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 10.

Compare Luesther T Mertz Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Luesther T Mertz Charitable Trust?

Find your warmest path to Luesther T Mertz Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Luesther T Mertz Charitable Trust

How much does Luesther T Mertz Charitable Trust give?
Luesther T Mertz Charitable Trust reported 11 grants totaling $3,900,000 in its FY2022 IRS filing. It funded between 10 and 12 organizations a year over FY2017 to FY2022.
What does Luesther T Mertz Charitable Trust fund?
By grant dollars over FY2017 to FY2022, its largest causes are Arts & Culture (49%), Environment (43%), Recreation & Sports (2%).
Who are Luesther T Mertz Charitable Trust's largest grantees?
By total granted over FY2017 to FY2022: New York Botanical Garden ($35M), New York Shakespeare Festival ($24M), Joyce Theater Foundation Inc ($12M).
Does Luesther T Mertz Charitable Trust fund new organizations?
In FY2022, 0% of the organizations it funded were first-time grantees.
Where is Luesther T Mertz Charitable Trust based?
Luesther T Mertz Charitable Trust is based in NY.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 14 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports no grant expense, so the figures above are from FY2022, the most recent year this funder made grants.

Source object · view filing

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