LUESTHER T MERTZ CHARITABLE TR: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LUESTHER T MERTZ CHARITABLE TR (EIN 13-7049014)
Tax period: 2022-12-01 to 2023-11-30
Filed: 2024-04-10
IRS object ID: 202401019349301600
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-10T10:16:06-05:00	ReturnTs
Tax Period End	2023-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	131655065	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LUTZ AND CARR CPAS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	551 FIFTH AVENUE SUITE 400	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10176	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	137049014	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUESTHER T MERTZ CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LUES	BusinessNameControlTxt
Phone	2124751137	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	218 EAST 18TH STREET	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10003	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GOLDEN BECKNER JR	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2124751137	PhoneNum
Signature	2024-04-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	GOLDEN	PersonFirstNm
Person Last	BECKNER JR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAUREN CRESCI	PreparerPersonNm
PTIN	P01268493	PTIN
Phone	2126972299	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	GOLDEN BECKNER JR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	218 EAST 18TH STREET	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10003	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$200,196	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	NOT APPLICABLE	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1991	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	SEE MISSION STATEMENT ON PAGE 2, PART III, LINE 1	ActivityOrMissionDesc
Voting Members Governing Body	2	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$2,295,349	PYInvestmentIncomeAmt
CY Investment Income	$20,049	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$180,147	CYOtherRevenueAmt
PY Total Revenue	$2,295,349	PYTotalRevenueAmt
CY Total Revenue	$200,196	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,900,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$917,328	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$354,028	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$377,117	PYOtherExpensesAmt
CY Other Expenses	$238,283	CYOtherExpensesAmt
PY Total Expenses	$4,631,145	PYTotalExpensesAmt
CY Total Expenses	$1,155,611	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,335,796	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$955,415	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,408,894	TotalAssetsBOYAmt
Total Assets EOY	$453,479	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,408,894	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$453,479	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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. DURING THE TRUST'S FISCAL YEAR ENDED NOVEMBER 30, 2022, DISTRIBUTIONS, ALL IN CASH, WERE MADE TO BENEFICIARY ORGANIZATIONS NAMED IN THE TRUST'S GOVERNING INSTRUMENT.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$935,393	ExpenseAmt
Grant	$917,328	GrantAmt
Desc	THE TRUST IS IN THE PROCESS OF DISSOLUTION. A GRANT OF THE REMAINING NON-CASH ASSET WAS MADE DURING THE YEAR.	Desc
Total Program Service Expenses	$935,393	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	4	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	2	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LARRY E CONDON TRUSTEE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2124751137	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	218 EAST 18TH STREET	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10003	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
LARRY E CONDON
TRUSTEE	40.00	Yes (X)	$0	$0	$0
GOLDEN BECKNER JR
TRUSTEE	40.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BLANK ROME LLP	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1271 6TH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10020	ZIPCd

Field	Value	IRS element (for citing)
Services	LEGAL SERVICES	ServicesDesc
Compensation	$155,196	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,049	TotalRevenueColumnAmt
Exclusion	$20,049	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
FEDL UNRELATED BUS. TA	900099	$162,500	$162,500
STATE UNRELATED BUS. T	900099	$17,647	$17,647

Field	Value	IRS element (for citing)
Other Revenue Total	$180,147	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$200,196	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$200,196	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$917,328	TotalAmt
Program Services	$917,328	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$155,196	TotalAmt
Management And General	$155,196	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$26,057	TotalAmt
Management And General	$26,057	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,440	TotalAmt
Management And General	$1,440	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$25,000	TotalAmt
Program Services	$8,161	ProgramServicesAmt
Management And General	$16,839	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PROGRAM & ADMIN SERVICE	$30,340	$9,904	$20,436
FILING FEES	$250		$250

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,155,611	TotalAmt
Program Services	$935,393	ProgramServicesAmt
Management And General	$220,218	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$491,566	BOYAmt
EOY	$453,479	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$917,328	BOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,408,894	BOYAmt
EOY	$453,479	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$1,408,894	BOYAmt
EOY	$453,479	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,408,894	BOYAmt
EOY	$453,479	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,408,894	BOYAmt
EOY	$453,479	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$955,415	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	14	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (14 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
136213516	7	Yes (1)	$0	$0
BALLET TECH FOUNDATION INC
132773475	7	Yes (1)	$0	$0
CENTRAL PARK CONSERVANCY
133022855	7	Yes (1)	$0	$0
NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC
133062214	8	Yes (1)	$0	$0
THE JOYCE THEATER FOUNDATION
133038262	7	Yes (1)	$0	$917,328
LINCOLN CENTER FOR PERFORMING ARTS INC
131847137	7	Yes (1)	$0	$0
NATIONAL AUDUBON SOCIETY
131624102	7	Yes (1)	$0	$0
NATURAL RESOURCES DEFENSE COUNCIL
132654926	7	Yes (1)	$0	$0
THE NEW YORK BOTANICAL GARDEN
131693134	7	Yes (1)	$0	$0
NEW YORK SHAKESPEARE FESTIVAL
131844852	7	Yes (1)	$0	$0
PHOENIX HOUSE FOUNDATION INC (PHOENIX HOUSE DEVELOPMENT FUND)
133020609	7	Yes (1)	$0	$0
ST FRANCIS HOSPITAL
112050523	3	Yes (1)	$0	$0
STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORDJR UNIVERSITY
941156365	2	Yes (1)	$0	$0
THIRTEENWNET EDUCATIONAL BROADCASTING CORP
131945149	7	Yes (1)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	14	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$917,328	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	Yes (1)	ExcessBusinessHoldingsRulesInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (1)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$2,621	PriorYearAmt
Current Year	$0	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,705,052	PriorYearAmt
Current Year	$20,049	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,707,673	PriorYearAmt
Current Year	$20,049	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$3,288	PriorYearAmt
Current Year	$1,440	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,704,385	PriorYearAmt
Current Year	$18,609	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$4,135,884	PriorYearAmt
Current Year	$460,096	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$4,135,884	PriorYearAmt
Current Year	$460,096	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$4,135,884	PriorYearAmt
Current Year	$460,096	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$62,038	PriorYearAmt
Current Year	$6,901	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$4,073,846	PriorYearAmt
Current Year	$453,195	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$142,585	PriorYearAmt
Current Year	$15,862	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$142,585	PriorYearAmt
Current Year	$15,862	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$1,704,385	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$1,448,727	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$142,585	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$1,448,727	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$1,448,727	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$917,328	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$236,843	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$1,154,171	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$0	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$1,448,727	CYDistributableAsAdjustedAmt
CY Distribution Yr	0.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$1,448,727	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$19,305,020	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$115,826,828	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,683,257	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$139,815,105	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$1,448,727	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$138,366,378	ExcessDistributionCyovAmt
CY Total Annual Distributions	$1,154,171	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$1,154,171	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$139,520,549	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$17,856,293	ExcessFromYear4Amt
Excess From Year3	$115,826,828	ExcessFromYear3Amt
Excess From Year2	$4,683,257	ExcessFromYear2Amt
Excess From Year1	$1,154,171	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART IV, SECTION D, LINE 3

SUPPORTED ORGANIZATIONS AND AMOUNT OF SUPPORT RECEIVED FROM THE TRUST: NEW YORK BOTANICAL GARDEN(THE GARDEN) NEW YORK SHAKESPEARE FESTIVAL (NYSF) THE GARDEN THE PURPOSES OF PAST DISTRIBUTIONS WERE DEVELOPED BY REPRESENTATIVES OF THE TWO ORGANIZATIONS AS A PRODUCT OF THEIR CONTINUAL, CLOSE RELATIONSHIP WHICH IS MAINTAINED THROUGH FREQUENT INTERACTIONS, INCLUDING MEETINGS, TELEPHONE CONFERENCES, AND OTHER COMMUNICATIONS. ONE OF THE TRUSTEES OF THE TRUST SERVES ON THE EXECUTIVE COMMITTEE AND AS SENIOR VICE CHAIRMAN OF THE BOARD. ONE OF THE MAJOR FACILITIES OF THE GARDEN, THE LUESTHER T. MERTZ LIBRARY, IS NAMED FOR THE TRUST'S DONOR. SINCE THE INITIAL FUNDING OF THE TRUST, THE GARDEN HAS RECEIVED A TOTAL OF $80,304,941 IN CASH AND 17,100 SHARES OF PUBLISHERS CLEARING HOUSE LLC VALUED AT $31,405,269 FROM THE TRUST. AT THE END OF ITS 2022 TAX YEAR(ENDING 11/30/2023), THE TRUST HAD NO OUTSTANDING COMMITMENTS TO DISTRIBUTE TO THE GARDEN IN FUTURE TAX YEARS. LIKE ALL BENEFICIARIES OF THE TRUST, THE GARDEN RECEIVES ANNUALLY A DETAILED ACCOUNTING, IN THE NEW YORK SURROGATE'S COURT FORMAT, SETTING FORTH ALL ASSETS, INCOME AND DISBURSEMENTS OF THE TRUST AND ALL FINANCIAL TRANSACTIONS TO WHICH THE TRUST IS A PARTY. NYSF THE PURPOSES OF PAST DISTRIBUTIONS WERE DEVELOPED BY REPRESENTATIVES OF THE TWO ORGANIZATIONS AS A PRODUCT OF THEIR CONTINUAL, CLOSE RELATIONSHIP WHICH IS MAINTAINED THROUGH FREQUENT INTERACTIONS, INCLUDING MEETINGS, TELEPHONE CONFERENCES, AND OTHER COMMUNICATIONS. IN ADDITION TO OTHER INTERACTIONS, THE EXECUTIVE DIRECTOR OF NYSF AND ONE OF THE TRUSTEES OF THE TRUST HAVE REGULARLY SCHEDULED MONTHLY MEETINGS. ONE OF NYSF'S PERFORMANCE SPACES AT ITS HEADQUARTERS BUILDING IS NAMED FOR THE TRUST'S DONOR WHO SERVED FOR SEVERAL YEARS AS CHAIRMAN OF THE BOARD OF NYSF. ONE OF THE TRUSTEES OF THE TRUST SERVED FOR SEVERAL YEARS AS VICE CHAIRMAN OF THE BOARD OF NYSF. SINCE THE INITIAL FUNDING OF THE TRUST, NYSF HAS RECEIVED A TOTAL OF $78,239,420 IN CASH AND 17,100 SHARES OF PUBLISHERS CLEARING HOUSE LLC VALUED AT $31,405,269 FROM THE TRUST. AT THE END OF ITS 2022 TAX YEAR (ENDING 11/30/2023), THE TRUST HAD NO OUTSTANDING COMMITMENTS TO DISTRIBUTE TO NYSF IN FUTURE TAX YEARS. LIKE ALL BENEFICIARIES OF THE TRUST, NYSF RECEIVES ANNUALLY A DETAILED ACCOUNTING IN THE NEW YORK SURROGATE'S COURT FORMAT, SETTING FORTH ALL ASSETS, INCOME AND DISBURSEMENTS OF THE TRUST AND ALL FINANCIAL TRANSACTIONS TO WHICH THE TRUST IS A PARTY. THE TRUSTEES BELIEVE THAT THE FACTS SET FORTH ABOVE SHOW THAT THE TRUST MEETS BOTH THE ATTENTIVENESS TEST AND THE RESPONSIVENESS TEST WITH RESPECT TO NYBG AND NYSF.

PART V, SECTION D, LINE 8

THE TRUST IS IN THE PROCESS OF DISSOLVING AND EXPECTED TO BE CLOSED BEFORE THE CURRENT YEAR END NOVEMBER 30, 2023. DUE TO DELAYS IN PROCESSING BY GOVERNMENT AGENCIES, THE FINAL DISSOLUTION DATE HAS BEEN DELAYED BUT IS EXPECTED PRIOR TO JUNE 30, 2024. BEFORE THAT DATE, AFTER ALL LEGAL, ACCOUNTING AND ADMINISTRATIVE COSTS HAVE BEEN PAID AT LEAST 2/3 OF THE REMAINING FUNDS WILL BE DISTRIBUTED TO THE ATTENTIVE SUPPORTIVE ORGANIZATIONS.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JOYCE THEATER FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	175 8TH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10011	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	133038262	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$0	CashGrantAmt
Non Cash Assistance	$917,328	NonCashAssistanceAmt
Valuation Method Used	BOOK	ValuationMethodUsedDesc
Non Cash Assistance	RETAINED & REVERSIONARY INTEREST- CONDON TR U/A LUESTHER T. MERTZ 2/10/82	NonCashAssistanceDesc
Purpose Of Grant	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.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	REPRESENTATIVES OF THE TRUST ARE IN REGULAR CONTACT BY TELEPHONE, CORRESPONDENCE AND PERSONAL MEETINGS WITH REPRESENTATIVES OF BENEFICIARY ORGANIZATIONS. ALL TRUST DISTRIBUTIONS CARRY WITH THEM THE EXPRESS WRITTEN REQUIREMENT THAT THE RECIPIENT SUBMIT, AT ANNUAL OR MORE FREQUENT INTERVALS, WRITTEN NARRATIVE AND FINANCIAL REPORTS TO THE TRUST. MONITORING OF DISTRIBUTIONS INCLUDES REVIEW AND FOLLOW-UP OF SUCH REPORTS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8B	THE TRUST DOES NOT HAVE ANY COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11B	ONE OF THE TRUSTEES REVIEWS THE 990 BEFORE THE FINAL VERSION IS PREPARED FOR HIS SIGNATURE AND FILING.
FORM 990, PART VI, SECTION B, LINE 12C	EACH TRUSTEE MUST ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS THAT THEY HAVE DISCLOSED ANY RELEVANT INFORMATION PERTAINING TO POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE TRUST HAS NO OFFICERS, DIRECTORS OR EMPLOYEES. THE TRUSTEES OF THE TRUST ARE ENTITLED TO RECEIVE TRUSTEES' COMMISSIONS ANNUALLY COMPUTED IN ACCORDANCE WITH A FIXED FORMULA SPECIFIED IN SECTION 2309 OF THE SURROGATE'S COURT PROCEDURE ACT OF THE STATE OF NEW YORK WHICH GOVERNS COMMISSIONS OF TRUSTEES UNDER WILLS OF PERSONS DYING AFTER AUGUST 31, 1956. NO CONTRIBUTIONS ARE MADE TO ANY EMPLOYEE BENEFIT PLANS ON BEHALF OF ANY TRUSTEE AND NO TRUSTEE RECEIVES ANY EXPENSE ACCOUNT, REIMBURSEMENT OR OTHER ALLOWANCES FROM THE TRUST. DURING THE FISCAL YEAR ENDED NOVEMBER 30, 2023, NO PAYMENTS OF TRUSTEES' COMMISSIONS WERE MADE.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF THE TRUST'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 1	THE MODIFIED CASH BASIS IS USED IN PREPARATION OF THE FORM 990.