LUESTHER T MERTZ CHARITABLE TR: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LUESTHER T MERTZ CHARITABLE TR (EIN 13-7049014)
Tax period: 2021-12-01 to 2022-11-30
Filed: 2023-06-15
IRS object ID: 202311669349301966
Schema version: 2021v4.2
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 D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-06-15T15:49:40-05:00	ReturnTs
Tax Period End	2022-11-30	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	2021-12-01	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	LARRY CONDON	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2124751137	PhoneNum
Signature	2023-06-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LARRY	PersonFirstNm
Person Last	CONDON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LARRY CONDON	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	$2,295,349	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	$1,434,144	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	$2,179,114	PYInvestmentIncomeAmt
CY Investment Income	$2,295,349	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$2,179,114	PYTotalRevenueAmt
CY Total Revenue	$2,295,349	CYTotalRevenueAmt
PY Grants And Similar Paid	$114,249,566	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,900,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,107,549	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$354,028	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$713,057	PYOtherExpensesAmt
CY Other Expenses	$377,117	CYOtherExpensesAmt
PY Total Expenses	$116,070,172	PYTotalExpensesAmt
CY Total Expenses	$4,631,145	CYTotalExpensesAmt
PY Revenues Less Expenses	-$113,891,058	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,335,796	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,999,424	TotalAssetsBOYAmt
Total Assets EOY	$1,408,894	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,999,424	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,408,894	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	$4,131,312	ExpenseAmt
Grant	$3,900,000	GrantAmt
Desc	$3,900,000 IN DISTRIBUTIONS WERE PAID TO 11 OF THE 14 ORGANIZATIONS NAMED IN THE TRUST'S GOVERNING INSTRUMENT.	Desc
Total Program Service Expenses	$4,131,312	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	Yes (1)	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	Yes (1)	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	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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

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)	$177,014	$0	$0
GOLDEN BECKNER
TRUSTEE	40.00	Yes (X)	$177,014	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$354,028	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	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	$166,271	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	$2,278,890	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,434,144	UnrelatedBusinessRevenueAmt
Exclusion	$844,746	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$16,459	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$16,459	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,459	TotalRevenueColumnAmt
Exclusion	$16,459	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,295,349	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,434,144	UnrelatedBusinessRevenueAmt
Exclusion	$861,205	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,900,000	TotalAmt
Program Services	$3,900,000	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$354,028	TotalAmt
Program Services	$177,014	ProgramServicesAmt
Management And General	$177,014	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$166,271	TotalAmt
Management And General	$166,271	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$96,366	TotalAmt
Management And General	$96,366	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,288	TotalAmt
Management And General	$3,288	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$75,000	TotalAmt
Program Services	$24,482	ProgramServicesAmt
Management And General	$50,518	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PROGRAM & ADMIN SERVICE	$91,342	$29,816	$61,526
FILING FEES	$250		$250
STATE UNRELATED BUSINES	-$55,400		-$55,400

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,631,145	TotalAmt
Program Services	$4,131,312	ProgramServicesAmt
Management And General	$499,833	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,082,096	BOYAmt
EOY	$491,566	EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,999,424	BOYAmt
EOY	$1,408,894	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	$5,999,424	BOYAmt
EOY	$1,408,894	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	$5,999,424	BOYAmt
EOY	$1,408,894	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,999,424	BOYAmt
EOY	$1,408,894	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,335,796	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$2,254,734	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)	$200,000	$0
BALLET TECH FOUNDATION INC
132773475	7	Yes (1)	$200,000	$0
CENTRAL PARK CONSERVANCY
133022855	7	Yes (1)	$210,000	$0
NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC
133062214	8	Yes (1)	$0	$0
THE JOYCE THEATER FOUNDATION
133038262	7	Yes (1)	$480,000	$0
LINCOLN CENTER FOR PERFORMING ARTS INC
131847137	7	Yes (1)	$360,000	$0
NATIONAL AUDUBON SOCIETY
131624102	7	Yes (1)	$130,000	$0
NATURAL RESOURCES DEFENSE COUNCIL
132654926	7	Yes (1)	$270,000	$0
THE NEW YORK BOTANICAL GARDEN
131693134	7	Yes (1)	$900,000	$0
NEW YORK SHAKESPEARE FESTIVAL
131844852	7	Yes (1)	$900,000	$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)	$70,000	$0
THIRTEENWNET EDUCATIONAL BROADCASTING CORP
131945149	7	Yes (1)	$180,000	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	14	SupportedOrganizationsTotalCnt
Support Sum	$3,900,000	SupportSumAmt
Other Support Sum	$0	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	$34,685	PriorYearAmt
Current Year	$2,621	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	$1,555,050	PriorYearAmt
Current Year	$1,705,052	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,589,735	PriorYearAmt
Current Year	$1,707,673	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	$7,159	PriorYearAmt
Current Year	$3,288	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	$1,582,576	PriorYearAmt
Current Year	$1,704,385	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	$30,078,721	PriorYearAmt
Current Year	$4,135,884	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	$30,078,721	PriorYearAmt
Current Year	$4,135,884	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	$30,078,721	PriorYearAmt
Current Year	$4,135,884	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$451,181	PriorYearAmt
Current Year	$62,038	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$29,627,540	PriorYearAmt
Current Year	$4,073,846	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$1,036,964	PriorYearAmt
Current Year	$142,585	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	$1,036,964	PriorYearAmt
Current Year	$142,585	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$1,582,576	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$1,345,190	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$1,036,964	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$1,345,190	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$133,433	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$1,211,757	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$3,900,000	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$783,257	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$4,683,257	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$1,800,000	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$1,211,757	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$1,211,757	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$20,516,777	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$115,826,828	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$136,343,605	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$1,211,757	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$135,131,848	ExcessDistributionCyovAmt
CY Total Annual Distributions	$4,683,257	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$4,683,257	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$139,815,105	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$19,305,020	ExcessFromYear3Amt
Excess From Year2	$115,826,828	ExcessFromYear2Amt
Excess From Year1	$4,683,257	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, SECTION D, LINE 3	FormAndLineReferenceDesc
Explanation	SUPPORTED ORGANIZATIONS AND AMOUNT OF SUPPORT RECEIVED FROM THE TRUST: NEW YORK BOTANICAL GARDEN(THE GARDEN) $900,000 NEW YORK SHAKESPEARE FESTIVAL (NYSF) $900,000 TOTAL CASH AWARDS $1,800,000 TOTAL AWARDS TO ATTENTIVE SUPPORTED ORGS $1,800,000 THE GARDEN THE TOTAL OF THE TRUST'S DISTRIBUTIONS TO THE GARDEN DURING THE TRUST'S 2021 TAX YEAR(ENDING 11/30/2022) REPRESENTS 19% OF ALL FOUNDATION SUPPORT RECEIVED BY THE GARDEN DURING THAT PERIOD. DURING THE PERIOD FROM DECEMBER 1, 2021 TO NOVEMBER 30, 2022, THE GARDEN RECEIVED $3,860,243 FROM FOUNDATIONS OTHER THAN THE TRUST AND $4,760,243 INCLUDING THE TRUST. THE DISTRIBUTIONS WERE MADE FOR THE FOLLOWING PURPOSES: --- SUPPORT FOR THE FUND FOR THE MERTZ LIBRARY; DIRECTOR OF MERTZ LIBRARY EXECUTIVE SEARCH; AND NYBG-WIDE TECHNOLOGY $900,000. THE PURPOSES 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 2021 TAX YEAR(ENDING 11/30/2022), 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 TOTAL OF THE TRUST'S DISTRIBUTIONS TO NYSF DURING THE TRUST'S 2021 TAX YEAR (ENDING 11/30/22) REPRESENTS OVER 12% OF ALL FOUNDATION SUPPORT RECEIVED BY NYSF DURING THAT PERIOD. DURING THE PERIOD FROM DECEMBER 1, 2021 TO NOVEMBER 30, 2022, NYSF RECEIVED $6,627,303 FROM FOUNDATIONS OTHER THAN THE TRUST AND $7,527,303 INCLUDING THE TRUST. THE DISTRIBUTIONS WERE MADE FOR THE FOLLOWING PURPOSES: ---GENERAL OPERATING SUPPORT DURING FISCAL YEAR 2023 ($900,000) THE PURPOSE WAS 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 2021 TAX YEAR (ENDING 11/30/2022), 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 TRUST'S DISTRIBUTIONS TO NYBG AND NYSF CONSTITUTE 46.15% OF ALL DISTRIBUTIONS TO CHARITABLE BENEFICIARIES MADE DURING THE TRUST'S TAXABLE YEAR ENDED NOVEMBER 30, 2022. 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.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	RETAINED & REVERSIONARY INTEREST- CONDON TR U/A LUESTHER T. MERTZ 2/10/82	Desc
Book Value	$917,328	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$917,328	TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOOR	NEW YORK	NY	10004	136213516	501(C)(3)	$200,000	$0	SUPPORT FOR THE ACLU'S EXECUTIVE DEPARTMENT INITIATIVES, WHICH INCLUDE: ADVOCACY INSTITUTE; CREATION OF DEPUTY EXECUTIVE DIRECTOR FOR STRATEGY & CULTURE POSITION/OFFICE; AND PAULI MURRAY FELLOWSHIP.
BALLET TECH FOUNDATION
890 BROADWAY	NEW YORK	NY	10003	132773475	501(C)(3)	$200,000	$0	ESSENTIAL SUPPORT ASSOCIATED WITH CARRYING OUT BALLET TECH'S MISSION, INCLUDING PERFORMANCE-RELATED EXPENSES AT THE JOYCE THEATER DURING FISCAL YEARS 2026-2028.
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREET	NEW YORK	NY	10022	133022855	501(C)(3)	$210,000	$0	GENERAL SUPPORT DURING FISCAL YEAR 2023.
THE JOYCE THEATER FOUNDATION
175 8TH AVENUE	NEW YORK	NY	10011	133038262	501(C)(3)	$480,000	$0	SUPPORT FOR INCREASED ARTISTS FEES AND EXPENSES ASSOCIATED WITH OFFERING LIVE MUSIC ACCOMPANIMENT FOR DANCE PRESENTATIONS; INSTITUTIONAL MARKETING EFFORTS DESIGNED TO ADDRESS DECREASED AUDIENCE SIZE; AND ENHANCED STAFF CAPACITY FOR UPCOMING CAPITAL PROJECTS.
LINCOLN CENTER FOR THE PERFORMING ARTS INC
10 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	131847137	501(C)(3)	$360,000	$0	SUPPORT FOR LINCOLN CENTER THEATER'S PRODUCTIONS DURING FYE 6/30/23; GENERAL OPERATING EXPENSES AT LINCOLN CENTER EDUCATION; SUPPORT FOR THE CREATION OF NEW WORK AT THE NYCB DURING ITS 2025 FISCAL YEAR; AND GENERAL OPERATING EXPENSES AT LINCOLN CENTER FOR THE PERFORMING ARTS, INC.
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOOR	NEW YORK	NY	10014	131624102	501(C)(3)	$130,000	$0	AUDUBON NEW YORK'S HEALTHY FOREST STRATEGY.
NATURAL RESOURCES DEFENSE COUNCIL
420 WEST 20TH STREET 11TH FLOOR	NEW YORK	NY	10011	132654926	501(C)(3)	$270,000	$0	SUPPORT FOR NRDC'S CLIMATE WORK AT LARGE DURING FISCAL YEAR 2023.
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARD	BRONX	NY	10458	131693134	501(C)(3)	$900,000	$0	SUPPORT FOR THE FUND FOR THE MERTZ LIBRARY; DIRECTOR OF MERTZ LIBRARY EXECUTIVE SEARCH; AND NYBG-WIDE TECHNOLOGY.
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREET	NEW YORK	NY	100037087	131844852	501(C)(3)	$900,000	$0	GENERAL OPERATING SUPPORT DURING FISCAL YEAR 2023.
STANFORD UNIVERSITY POPULATION BIOLOGY GIFT FUND
450 SERA MALL	STANFORD	CA	94205	941156365	501(C)(3)	$70,000	$0	SUPPORT FOR THE NATURAL CAPITAL PROJECT.
THIRTEENWNET EDUCATIONAL BROADCASTING CORP
825 EIGHTH AVENUE	NEW YORK	NY	100197435	131945149	501(C)(3)	$180,000	$0	SUPPORT FOR GREAT PERFORMANCES 2024-25 BROADCAST SEASONS AND DIGITAL TRANSFORMATION PROJECT.

Field	Value	IRS element (for citing)
Total501c3 Org	11	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 J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LARRY E CONDON
TRUSTEE	$177,014	$0	$0	$0	$0	$0	$0	$0	$0	$0	$177,014	$0	$0	$0
GOLDEN BECKNER
TRUSTEE	$177,014	$0	$0	$0	$0	$0	$0	$0	$0	$0	$177,014	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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, 2022, ALL PAYMENTS OF TRUSTEES' COMMISSIONS WERE MADE ON DECEMBER 23, 2021 AND WERE BASED, PURSUANT TO STATUTE, SOLELY ON THE AMOUNT OF TRUST INCOME COLLECTED DURING THE FISCAL YEAR ENDED NOVEMBER 30, 2021.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF THE TRUST'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	ADJUSTMENT TO OPENING NET ASSETS FOR CHANGE TO BASIS OF LLC HOLDING -2,254,734.
FORM 990, PART XII, LINE 1	THE MODIFIED CASH BASIS IS USED IN PREPARATION OF THE FORM 990.