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· 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.

$3.9M
Granted FY2022
11
Grants FY2022
2
States reached
$900k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172022.

Arts & Culture$51MEnvironment$44MRecreation & Sports$2.4MCivil Rights$2.4MHealth$1.9MPhilanthropy$1.0MEducation$400kCommunity Improvement$100k
02FY2022 · 11 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2022

  • $50k–250k6 grants · $990k
  • $250k+5 grants · $2.9M
$210,000
Median grant
2
States reached
$395k
Total assets
Largest grants
RecipientAmount
NEW YORK BOTANICAL GARDEN$900,000
NEW YORK SHAKESPEARE FESTIVAL$900,000
THE JOYCE THEATER FOUNDATION$480,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC$360,000
NATURAL RESOURCES DEFENSE COUNCIL$270,000
CENTRAL PARK CONSERVANCY$210,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION$200,000
BALLET TECH FOUNDATION$200,000
THIRTEENWNET EDUCATIONAL BROADCASTING CORP$180,000
NATIONAL AUDUBON SOCIETY$130,000
STANFORD UNIVERSITY POPULATION BIOLOGY GIFT FUND$70,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–22) land where the poverty rate runs at 21%, against an area that typically sits at 11%. 98% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%ST FRANCIS HOSPITAL: $700k → 6%THE JOYCE THEATER FOUNDATION: $6.1M → 17%NEW YORK BOTANICAL GARDEN: $13.7M → 28%ST FRANCIS HOSPITAL: $600k → 6%THE JOYCE THEATER FOUNDATION: $4.1M → 17%NEW YORK BOTANICAL GARDEN: $6.2M → 28%ST FRANCIS HOSPITAL: $600k → 6%NATURAL RESOURCES DEFENSE COUNCIL: $3.6M → 17%NEW YORK BOTANICAL GARDEN: $5.6M → 28%NATURAL RESOURCES DEFENSE COUNCIL: $755k → 17%NEW YORK BOTANICAL GARDEN: $5.5M → 28%NATURAL RESOURCES DEFENSE COUNCIL: $675k → 17%NEW YORK BOTANICAL GARDEN: $3.1M → 28%NATURAL RESOURCES DEFENSE COUNCIL: $675k → 17%NEW YORK BOTANICAL GARDEN: $900k → 28%NATURAL RESOURCES DEFENSE COUNCIL: $675k → 17%NATIONAL AUDUBON SOCIETY: $938k → 17%THE JOYCE THEATER FOUNDATION: $650k → 17%NATIONAL AUDUBON SOCIETY: $365k → 17%THE JOYCE THEATER FOUNDATION: $550k → 17%THE JOYCE THEATER FOUNDATION: $550k → 17%THE JOYCE THEATER FOUNDATION: $480k → 17%NATURAL RESOURCES DEFENSE COUNCIL: $270k → 17%CENTRAL PARK CONSERVANCY: $1.0M → 17%NY COMMUNITY TRUST AKA COMMUNITY FUNDS INC: $1.0M → 17%CENTRAL PARK CONSERVANCY: $590k → 17%NEW YORK SHAKESPEARE FESTIVAL: $13.7M → 17%NEW YORK SHAKESPEARE FESTIVAL: $4.6M → 17%NEW YORK SHAKESPEARE FESTIVAL: $2.1M → 17%BALLET TECH FOUNDATION: $1.9M → 17%NEW YORK SHAKESPEARE FESTIVAL: $1.6M → 17%LINCOLN CENTER FOR THE PERFORMING ARTS INC: $3.2M → 17%NEW YORK SHAKESPEARE FESTIVAL: $1.1M → 17%LINCOLN CENTER FOR THE PERFORMING ARTS INC: $1.0M → 17%NEW YORK SHAKESPEARE FESTIVAL: $900k → 17%LINCOLN CENTER FOR THE PERFORMING ARTS INC: $930k → 17%BALLET TECH FOUNDATION: $565k → 17%LINCOLN CENTER FOR THE PERFORMING ARTS INC: $855k → 17%BALLET TECH FOUNDATION: $250k → 17%LINCOLN CENTER FOR THE PERFORMING ARTS INC: $805k → 17%BALLET TECH FOUNDATION: $250k → 17%LINCOLN CENTER FOR THE PERFORMING ARTS INC: $360k → 17%THIRTEENWNET EDUCATIONAL BROADCASTING CORP: $350k → 17%THIRTEENWNET EDUCATIONAL BROADCASTING CORP: $1.9M → 17%THIRTEENWNET EDUCATIONAL BROADCASTING CORP: $619k → 17%THIRTEENWNET EDUCATIONAL BROADCASTING CORP: $350k → 17%AMERICAN CIVIL LIBERTIES UNION FOUNDATION: $1.1M → 17%AMERICAN CIVIL LIBERTIES UNION FOUNDATION: $575k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

04

Where the work is directed

The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.

About 23% of Luesther T Mertz Charitable Trust’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another. Read by recipient address, 99% of the giving stays in NY; read by stated purpose it is 95% — less of the work is directed home than the recipients' locations suggest.

Luesther T Mertz Charitable Trustlessmore of its giving
Placed by recipient address

Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

100%of every dollar goes to organizations you’ve funded before.
$101M · 12 repeat orgs$0 to everyone else

12 repeat relationships — 10 still active in FY2022, 2 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

12
0

Total granted

$101M
$0

Still filing today

83%
0%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21’22
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22
Arts & CultureEnvironmentCivil RightsRecreation & SportsHealthOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • NY
    NEW YORK BOTANICAL GARDEN
    6× · 2017–2022 · $35M · revenue +40%
  • NY
    NEW YORK SHAKESPEARE FESTIVAL
    6× · 2017–2022 · $24M · revenue +33% · 29% of their budget
  • JT
    JOYCE THEATER FOUNDATION INC
    7× · 2017–2023 · $12M · revenue +46% · 42% of their budget

Funded once

    Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

    04Your field

    The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

    1
    New York University

    Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

    Education
    2
    American Museum of Natural History

    The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

    Arts & Culture
    3
    Museum of the City of New York

    The museum of the city of new york fosters understanding of the distinctive nature of urban life in the world's most influential metropolis. it engages visitors by celebrating, documenting, and interpreting the city's past, present, and…

    Arts & Culture
    4
    Isabella Stewart Gardner Museum Inc

    Organization's mission statement true to the ambitious vision of its founder and her spirit of creative risk-taking, the mission of the isabella stewart gardner museum is: - to bring to life and preserve the rich historic collection; - to…

    Arts & Culture
    5
    Lowell Observatory

    The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

    Science & Tech
    6
    New York City Ballet Inc

    Perform, promote and sustain classical ballet.

    Arts & Culture
    7
    Fairchild Tropical Botanic Garden Inc

    We harness the power of plants for humankind and share the joy and beauty of tropical gardening with everyone. fairchild tropical botanic garden is a museum of tropical plants within a world famous, 83-acre designed landscape. it was…

    Environment
    8
    Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

    The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

    Science & Tech
    9
    Municipal Art Society of New York

    The municipal art society of new york (mas) lifts up the voices of the people in the debates that shape new york's built environment and leads the way to a more livable city from sidewalk to skyline. mas envisions a future in which all new…

    Arts & Culture
    10
    The Graduate Center Foundation Inc

    The graduate center foundation is committed to promoting and safe-guarding the success of the graduate center by raising funds and managing and investing donations for use by the graduate center. the board of trustees of the foundation…

    11
    Amigos Del Museo Del Barrio Inc El Museo Del Barrio

    El museo's mission is to preserve, interpret, and promote the artistic heritage of puerto ricans and all latin americans in the united states by means of exhibitions, public programs, publications, and educational activities.

    Arts & Culture
    12
    Liberty Science Center

    To inspire the next generation of scientists and engineers and excite learners of all ages about the power, promise, and pure fun of science and technology.lsc offers exceptional science learning onsite, offsite, and online as well as…

    Arts & Culture

    For reference, the grantee most central to the portfolio’s shape is The New York Community Trust and the most unlike its peers is Natural Resources Defense Council Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

    05the grantee network

    12 grantees tracked through their own filings, 2017–2025.

    Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

    Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 12 of the 14 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

    3
    Load-bearing (≥25% of a budget)
    1
    Early backer (in before they grew)
    12/12
    Grantees still filing
    12/12
    Grew since you first funded

    Where your money sits — by cause, then by grantee

    NEW YORK SHAKESPEARE FESTIVAL — $24,005,000 · Arts & CultureNEW YORK SHAKESPEARE FESTIVALJOYCE THEATER FOUNDATION INC — $12,440,000 · Arts & CultureJOYCE THEATER FOUNDATION INCLINCOLN CENTER FOR THE PERFORMING ARTS INC — $7,210,000 · Arts & CultureLINCOLN CENTER FOR THE PERFORMING ARTS INCBALLET TECH FOUNDATION INC — $3,390,000 · Arts & CultureBALLET TECH FOUNDATION INCNEW YORK BOTANICAL GARDEN — $34,962,500 · EnvironmentNEW YORK BOTANICAL GARDENNATURAL RESOURCES DEFENSE COUNCIL INC — $6,612,500 · EnvironmentNATURAL RESOURCES DEFENSE COUNCIL INCNATIONAL AUDUBON SOCIETY INC — $1,857,500 · EnvironmentWNETWLIW — $3,624,000 · OtherPHOENIX HOUSE FOUNDATION INC — $400,000 · OtherAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC — $2,350,000 · Civil RightsCENTRAL PARK CONSERVANCY INC — $2,217,500 · Recreation & SportsST FRANCIS HOSPITAL — $1,900,000 · HealthTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $1,310,000 · EducationTHE NEW YORK COMMUNITY TRUST — $1,000,000 · Philanthropy
    Arts & Culture$47,045,000Environment$43,432,500Other$4,024,000Civil Rights$2,350,000Recreation & Sports$2,217,500Health$1,900,000Education$1,310,000Philanthropy$1,000,000

    Each org by its size and your share of it — top-left is where you’re load-bearing

    25%50%75%100%$10M$100Mgrantee revenue →↑ your 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 budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $1,310,000 over 6y, 0.0% of budgetTHE NEW YORK COMMUNITY TRUST — $1,000,000 over 1y, 0.4% of budget
    Go grantee by grantee — a decade per org, and how each moved after you funded them

    A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

    • Who funds NEW YORK BOTANICAL GARDEN
    • Who funds NEW YORK SHAKESPEARE FESTIVAL
    • Who funds JOYCE THEATER FOUNDATION INC
    • Who funds LINCOLN CENTER FOR THE PERFORMING ARTS INC
    • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC
    • Who funds BALLET TECH FOUNDATION INC
    • Who funds AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    • Who funds CENTRAL PARK CONSERVANCY INC
    • Who funds ST FRANCIS HOSPITAL
    • Who funds NATIONAL AUDUBON SOCIETY INC
    • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
    • Who funds THE NEW YORK COMMUNITY TRUST

    Government reliance of your grantees

    Every dot is one organization Luesther T Mertz Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

    2024
    202122232425
    no gov · 00%3%13%28%50%your share of their income ↑0%5%10%15%20%share of the org’s income from government
      no gov moneyreceives it· size = income
      0get no government money at all
      3report government grants on their 990 we could not trace to a source (not plotted)
      0rely on government for over half their income
      ⤢ axis zoomed · 0–20%
      typical government reliance, FY2025

      Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

      05Through Plinth

      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.

      On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 14 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

      Generated from your IRS Form 990 e-file return for fiscal year 2022, released 2022. Filings run roughly 12–24 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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