2024-04-10T10:16:06-05:00 2023-11-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-12-01 137049014 LUESTHER T MERTZ CHARITABLE TRUST LUES 2124751137 218 EAST 18TH STREET NEW YORK NY 10003 GOLDEN BECKNER JR TRUSTEE 2124751137 2024-04-08 1 GOLDEN BECKNER JR 999009999 0 LAUREN CRESCI P01268493 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GOLDEN BECKNER JR 218 EAST 18TH STREET NEW YORK NY 10003 200196 0 X NOT APPLICABLE X 1991 NY SEE MISSION STATEMENT ON PAGE 2, PART III, LINE 1 2 0 0 0 0 0 0 0 0 0 2295349 20049 0 180147 2295349 200196 3900000 917328 0 0 354028 0 0 0 0 377117 238283 4631145 1155611 -2335796 -955415 1408894 453479 0 0 1408894 453479 X 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. 0 0 935393 917328 THE TRUST IS IN THE PROCESS OF DISSOLUTION. A GRANT OF THE REMAINING NON-CASH ASSET WAS MADE DURING THE YEAR. 935393 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X LARRY E CONDON TRUSTEE 2124751137 218 EAST 18TH STREET NEW YORK NY 10003 X LARRY E CONDON TRUSTEE 40.00 X 0 0 0 GOLDEN BECKNER JR TRUSTEE 40.00 X 0 0 0 0 0 0 0 0 0 0 BLANK ROME LLP 1271 6TH AVENUE NEW YORK NY 10020 LEGAL SERVICES 155196 1 20049 20049 FEDL UNRELATED BUS. TA 900099 162500 162500 STATE UNRELATED BUS. T 900099 17647 17647 180147 200196 0 0 200196 917328 917328 155196 155196 26057 26057 1440 1440 25000 8161 16839 PROGRAM & ADMIN SERVICE 30340 9904 20436 FILING FEES 250 250 1155611 935393 220218 0 491566 453479 917328 1408894 453479 0 0 X 1408894 453479 0 0 0 0 1408894 453479 1408894 453479 -955415 0 X X 0 0 0 X X 14 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 136213516 7 1 0 0 BALLET TECH FOUNDATION INC 132773475 7 1 0 0 CENTRAL PARK CONSERVANCY 133022855 7 1 0 0 NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC 133062214 8 1 0 0 THE JOYCE THEATER FOUNDATION 133038262 7 1 0 917328 LINCOLN CENTER FOR PERFORMING ARTS INC 131847137 7 1 0 0 NATIONAL AUDUBON SOCIETY 131624102 7 1 0 0 NATURAL RESOURCES DEFENSE COUNCIL 132654926 7 1 0 0 THE NEW YORK BOTANICAL GARDEN 131693134 7 1 0 0 NEW YORK SHAKESPEARE FESTIVAL 131844852 7 1 0 0 PHOENIX HOUSE FOUNDATION INC (PHOENIX HOUSE DEVELOPMENT FUND) 133020609 7 1 0 0 ST FRANCIS HOSPITAL 112050523 3 1 0 0 STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORDJR UNIVERSITY 941156365 2 1 0 0 THIRTEENWNET EDUCATIONAL BROADCASTING CORP 131945149 7 1 0 0 14 0 917328 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 2621 0 0 0 1705052 20049 1707673 20049 0 0 3288 1440 0 0 1704385 18609 0 0 4135884 460096 0 0 4135884 460096 0 0 0 4135884 460096 62038 6901 4073846 453195 142585 15862 0 0 142585 15862 1704385 1448727 142585 1448727 0 1448727 917328 0 236843 0 0 0 1154171 0 1448727 0.000000000000 1448727 0 0 0 19305020 115826828 4683257 139815105 0 1448727 0 138366378 1154171 0 1154171 0 0 139520549 0 17856293 115826828 4683257 1154171 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. 1 THE JOYCE THEATER FOUNDATION 175 8TH AVENUE NEW YORK NY 10011 133038262 501(C)(3) 0 917328 BOOK RETAINED & REVERSIONARY INTEREST- CONDON TR U/A LUESTHER T. MERTZ 2/10/82 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. 1 PART I, LINE 2: 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. 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.