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
- 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.
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2022 | 10 | $3.8M | 0% |
| FY2021 | 10 | $38M | 0% |
| FY2020 | 10 | $29M | 0% |
| FY2019 | 12 | $11M | 0% |
| FY2018 | 12 | $11M | 0% |
| FY2017 | 12 | $9.1M | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2022.
Top grantees
Largest recipients by total granted, FY2017 to FY2022, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| New York Botanical Garden | $34,962,500 | 6 | 14% |
| New York Shakespeare Festival | $24,005,000 | 6 | 29% |
| Joyce Theater Foundation Inc | $12,440,000 | 7 | 42% |
| Lincoln Center for the Performing Arts Inc | $7,210,000 | 6 | 2% |
| Natural Resources Defense Council Inc | $6,612,500 | 6 | 2% |
| Wnetwliw | $3,624,000 | 6 | n/a |
| Ballet Tech Foundation Inc | $3,390,000 | 6 | 29% |
| American Civil Liberties Union Foundation Inc | $2,350,000 | 6 | 1% |
| Central Park Conservancy Inc | $2,217,500 | 6 | 2% |
| St Francis Hospital | $1,900,000 | 3 | 0% |
Show all 12 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| New York Botanical Garden | $34,962,500 | 6 | 14% |
| New York Shakespeare Festival | $24,005,000 | 6 | 29% |
| Joyce Theater Foundation Inc | $12,440,000 | 7 | 42% |
| Lincoln Center for the Performing Arts Inc | $7,210,000 | 6 | 2% |
| Natural Resources Defense Council Inc | $6,612,500 | 6 | 2% |
| Wnetwliw | $3,624,000 | 6 | n/a |
| Ballet Tech Foundation Inc | $3,390,000 | 6 | 29% |
| American Civil Liberties Union Foundation Inc | $2,350,000 | 6 | 1% |
| Central Park Conservancy Inc | $2,217,500 | 6 | 2% |
| St Francis Hospital | $1,900,000 | 3 | 0% |
| National Audubon Society Inc | $1,857,500 | 6 | 1% |
| Phoenix House Foundation Inc | $400,000 | 3 | n/a |
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.
Tap a dot to name the grantee.
How this is measured
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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.
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