LUESTHER T MERTZ CHARITABLE TR: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: LUESTHER T MERTZ CHARITABLE TR (EIN 13-7049014)
Tax period: 2020-12-01 to 2021-11-30
Filed: 2022-05-24
IRS object ID: 202231449349300638
Schema version: 2020v4.2
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	2022-05-24T11:40:18-05:00	ReturnTs
Tax Period End	2021-11-30	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	2020-12-01	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 E CONDON	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2124751137	PhoneNum
Signature	2022-03-15	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	XXX-XX-XXXX	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	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	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	$2,179,114	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	$985,325	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	$6,968,264	PYInvestmentIncomeAmt
CY Investment Income	$2,179,114	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$6,968,264	PYTotalRevenueAmt
CY Total Revenue	$2,179,114	CYTotalRevenueAmt
PY Grants And Similar Paid	$29,250,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$114,249,566	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,880,372	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,107,549	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,566,104	PYOtherExpensesAmt
CY Other Expenses	$713,057	CYOtherExpensesAmt
PY Total Expenses	$32,696,476	PYTotalExpensesAmt
CY Total Expenses	$116,070,172	CYTotalExpensesAmt
PY Revenues Less Expenses	-$25,728,212	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$113,891,058	CYRevenuesLessExpensesAmt
Total Assets BOY	$94,333,964	TotalAssetsBOYAmt
Total Assets EOY	$5,999,424	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$94,333,964	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,999,424	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, 2021, 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	$114,879,475	ExpenseAmt
Grant	$114,249,566	GrantAmt
Desc	$114,249,566 IN DISTRIBUTIONS WERE PAID TO 11 OF THE 14 ORGANIZATIONS NAMED IN THE TRUST'S GOVERNING INSTRUMENT.	Desc
Total Program Service Expenses	$114,879,475	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	10	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	Yes (1)	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 (3 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
LARRY E CONDON
TRUSTEE	40.00	Yes (X)	$503,020	$0	$0
GOLDEN BECKNER
TRUSTEE	40.00	Yes (X)	$503,019	$0	$0
JOHN J HOFFEE
TRUSTEE (THROUGH 4/20/20)	40.00		$101,510	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,107,549	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BLANK ROME LLP
1271 6TH AVENUE	NEW YORK	NY	10020	LEGAL SERVICES	$184,482
MERTZ GILMORE FOUNDATION
218 EAST 18TH STREET	NEW YORK	NY	10003	PROGRAM AND ADMIN SUPPORT	$143,236

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,128,888	TotalRevenueColumnAmt
Unrelated Business Revenue	$985,325	UnrelatedBusinessRevenueAmt
Exclusion	$1,143,563	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$50,226	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	$50,226	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$50,226	TotalRevenueColumnAmt
Exclusion	$50,226	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,179,114	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$985,325	UnrelatedBusinessRevenueAmt
Exclusion	$1,193,789	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$114,249,566	TotalAmt
Program Services	$114,249,566	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,006,039	TotalAmt
Program Services	$503,020	ProgramServicesAmt
Management And General	$503,019	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$101,510	TotalAmt
Program Services	$50,755	ProgramServicesAmt
Management And General	$50,755	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$191,600	TotalAmt
Management And General	$191,600	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$43,377	TotalAmt
Management And General	$43,377	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,159	TotalAmt
Management And General	$7,159	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$90,000	TotalAmt
Program Services	$29,378	ProgramServicesAmt
Management And General	$60,622	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
FEDL & STATE UNRELATED	$236,185	$236,185
PROGRAM & ADMIN SERVICE	$143,236	$96,480	$46,756
FILING FEES	$1,500	$1,500

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$116,070,172	TotalAmt
Program Services	$114,879,475	ProgramServicesAmt
Management And General	$1,190,697	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$42,131,470	BOYAmt
EOY	$5,082,096	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$50,315,294	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,887,200	BOYAmt
EOY	$917,328	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$94,333,964	BOYAmt
EOY	$5,999,424	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	$94,333,964	BOYAmt
EOY	$5,999,424	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	$94,333,964	BOYAmt
EOY	$5,999,424	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$94,333,964	BOYAmt
EOY	$5,999,424	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$113,891,058	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$25,556,518	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)	$575,000	$0
BALLET TECH FOUNDATION INC
132773475	7	Yes (1)	$565,000	$0
CENTRAL PARK CONSERVANCY
133022855	7	Yes (1)	$590,000	$0
NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC
133062214	8	Yes (1)	$0	$0
THE JOYCE THEATER FOUNDATION
133038262	7	Yes (1)	$6,085,000	$13,260,028
LINCOLN CENTER FOR PERFORMING ARTS INC
131847137	7	Yes (1)	$1,035,000	$0
NATIONAL AUDUBON SOCIETY
131624102	7	Yes (1)	$365,000	$0
NATURAL RESOURCES DEFENSE COUNCIL
132654926	7	Yes (1)	$755,000	$0
THE NEW YORK BOTANICAL GARDEN
131693134	7	Yes (1)	$13,700,000	$31,405,269
NEW YORK SHAKESPEARE FESTIVAL
131844852	7	Yes (1)	$13,700,000	$31,405,269
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)	$190,000	$0
THIRTEENWNET EDUCATIONAL BROADCASTING CORP
131945149	7	Yes (1)	$619,000	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	14	SupportedOrganizationsTotalCnt
Support Sum	$38,179,000	SupportSumAmt
Other Support Sum	$76,070,566	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	$14,076	PriorYearAmt
Current Year	$34,685	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	$6,321,804	PriorYearAmt
Current Year	$1,555,050	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$6,335,880	PriorYearAmt
Current Year	$1,589,735	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	$27,409	PriorYearAmt
Current Year	$7,159	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	$6,308,471	PriorYearAmt
Current Year	$1,582,576	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$27,139,359	PriorYearAmt
Current Year	$0	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$27,512,004	PriorYearAmt
Current Year	$30,078,721	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$56,901,435	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$111,552,798	PriorYearAmt
Current Year	$30,078,721	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	$111,552,798	PriorYearAmt
Current Year	$30,078,721	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$1,673,292	PriorYearAmt
Current Year	$451,181	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$109,879,506	PriorYearAmt
Current Year	$29,627,540	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$3,845,783	PriorYearAmt
Current Year	$1,036,964	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	$3,845,783	PriorYearAmt
Current Year	$1,036,964	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$6,308,471	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$5,362,200	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$3,845,783	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$5,362,200	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$590,933	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$4,771,267	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$114,249,566	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$1,577,262	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$115,826,828	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$90,210,538	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$4,771,267	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$4,771,267	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	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$25,288,044	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$25,288,044	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$4,771,267	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$20,516,777	ExcessDistributionCyovAmt
CY Total Annual Distributions	$115,826,828	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$115,826,828	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$136,343,605	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$20,516,777	ExcessFromYear2Amt
Excess From Year1	$115,826,828	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) $13,700,000 NEW YORK SHAKESPEARE FESTIVAL (NYSF) $13,700,000 TOTAL CASH AWARDS $27,400,000 NON-CASH AWARDS 17,100 SHARES OF PUBLISHERS CLEARING HOUSE LLC EACH TO: NEW YORK BOTANICAL GARDEN(THE GARDEN) $31,405,269 NEW YORK SHAKESPEARE FESTIVAL (NYSF) $31,405,269 TOTAL NON-CASH AWARDS $62,810,538 TOTAL AWARDS TO ATTENTIVE SUPPORTED ORGS $90,210,538 THE GARDEN THE TOTAL OF THE TRUST'S DISTRIBUTIONS TO THE GARDEN DURING THE TRUST'S 2020 TAX YEAR(ENDING 11/30/2021) REPRESENTS 86% OF ALL FOUNDATION SUPPORT RECEIVED BY THE GARDEN DURING THAT PERIOD. DURING THE PERIOD FROM DECEMBER 1, 2020 TO NOVEMBER 30, 2021, THE GARDEN RECEIVED $2,291,591 FROM FOUNDATIONS OTHER THAN THE TRUST AND $15,991,519 INCLUDING THE TRUST. THE DISTRIBUTIONS WERE MADE FOR THE FOLLOWING PURPOSES: --- RENOVATION AND RESTORATION OF THE TULIP TREE ALLEE ($1,000,000) ---LUESTHER T. MERTZ SPECIAL LIBRARY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER; CAPITAL EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER FOR THE RENOVATION OF THE EVERETT CHILDREN'S ADVENTURE GARDEN AND/OR THE WORKER'S OPERATIONS CENTER ($10,000,000) ---DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK BOTANICAL GARDEN, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE GARDEN ($150,000) --- HVAC CHILLER EQUIPMENT ENERGY REDUCTION (HCEER) PLAN ($2,550,000) 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 VICE CHAIRMAN OF THE BOARD OF 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 $79,404,941 FROM THE TRUST. AT THE END OF ITS 2020 TAX YEAR(ENDING 11/30/2021), 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. IN ADDITION TO, AND NOT INCLUDED IN, THE ABOVE, THE TRUST DISTRIBUTED 17,100 SHARES OF PUBLISHERS CLEARING HOUSE LLC VALUED AT $31,405,269 TO "THE LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK BOTANICAL GARDEN," A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE GARDEN. NYSF THE TOTAL OF THE TRUST'S DISTRIBUTIONS TO NYSF DURING THE TRUST'S 2021 TAX YEAR (ENDING 11/30/21) REPRESENTS OVER 70% OF ALL FOUNDATION SUPPORT RECEIVED BY NYSF DURING THAT PERIOD. DURING THE PERIOD FROM DECEMBER 1, 2020 TO NOVEMBER 30, 2021, NYSF RECEIVED $5,908,330 FROM FOUNDATIONS OTHER THAN THE TRUST AND $19,608,330 INCLUDING THE TRUST. THE DISTRIBUTIONS WERE MADE FOR THE FOLLOWING PURPOSES: ---LUESTHER T. MERTZ LEGACY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEARS 2021-22 ($10,000,000) ---SUPPORT FOR FISCAL YEAR 2020-21 SEASON; FREELANCE THEATER MAKER RELIEF PAYMENTS ($1,000,000) ---DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK SHAKESPEARE FESTIVAL, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK SHAKESPEARE FESTIVAL($150,000) ---GENERAL OPERATING SUPPORT DURING FISCAL YEAR 2023 ($2,550,000) 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 $77,339,420 FROM THE TRUST. AT THE END OF ITS 2020 TAX YEAR (ENDING 11/30/2021), 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. IN ADDITION TO, AND NOT INCLUDED IN, THE ABOVE, THE TRUST DISTRIBUTED 17,100 SHARES OF PUBLISHERS CLEARING HOUSE LLC VALUED AT $31,405,269 TO "THE LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK SHAKESPEARE FESTIVAL," A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK SHAKESPEARE FESTIVAL. THE TRUST'S DISTRIBUTIONS TO NYBG AND NYSF CONSTITUTE 78.96% OF ALL DISTRIBUTIONS TO CHARITABLE BENEFICIARIES MADE DURING THE TRUST'S TAXABLE YEAR ENDED NOVEMBER 30, 2021. 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 (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOOR	NEW YORK	NY	10004	136213516	501(C)(3)	$575,000	SUPPORT FOR ACTIVITIES UNDERTAKEN BY THE ACLU'S EXECUTIVE DIRECTOR OR EXECUTIVE DEPARTMENT DURING FISCAL YEAR 2022
BALLET TECH FOUNDATION
890 BROADWAY	NEW YORK	NY	10003	132773475	501(C)(3)	$565,000	ESSENTIAL SUPPORT ASSOCIATED WITH CARRYING OUT BALLET TECH'S MISSION, INCLUDING PERFORMANCE-RELATED EXPENSES AT THE JOYCE THEATER DURING FISCAL YEARS 2022-2027.
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREET	NEW YORK	NY	10022	133022855	501(C)(3)	$590,000	GENERAL SUPPORT DURING FISCAL YEAR 2022.
THE JOYCE THEATER FOUNDATION
175 8TH AVENUE	NEW YORK	NY	10011	133038262	501(C)(3)	$6,085,000	THE JOYCE THEATER'S ENDOWMENT; SUPPORT FOR REAL ESTATE OPPORTUNITIES OR UNEXPECTED BUILDING AND OPERATING NEEDS.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.SUPPORT FOR REAL ESTATE OPPORTUNITIES OR UNEXPECTED BUILDING AND OPERATING NEEDS.
LINCOLN CENTER FOR THE PERFORMING ARTS INC
10 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	131847137	501(C)(3)	$1,035,000	SUPPORT FOR LINCOLN CENTER THEATER'S PRODUCTIONS DURING FISCAL YEAR 2023; GENERAL OPERATING EXPENSES AT LINCOLN CENTER EDUCATION DURING FISCAL YEARS 2022-2023; SUPPORT FOR THE CREATION OF NEW WORK AT THE NYCB, AS WELL AS ESSENTIAL GENERAL OPERATING SUPPORT SHOULD THE NEED ARISE DUE TO CHANGES IN ARTISTIC PLANS DURING FISCAL YEARS 2023-2024; AND GENERAL OPERATING EXPENSES AT LINCOLN CENTER FOR THE PERFORMING ARTS, INC. DURING FISCAL YEARS 2022-2023.
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOOR	NEW YORK	NY	10014	131624102	501(C)(3)	$365,000	AUDUBON NEW YORK'S HEALTHY FOREST AND CONSERVATION LEADERSHIP INITIATIVES DURING FISCAL YEARS 2022-2024.
NATURAL RESOURCES DEFENSE COUNCIL
420 WEST 20TH STREET 11TH FLOOR	NEW YORK	NY	10011	132654926	501(C)(3)	$755,000	SUPPORT FOR NRDC'S CLIMATE WORK AT LARGE DURING FISCAL YEAR 2022.
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARD	BRONX	NY	10458	131693134	501(C)(3)	$13,700,000	RENOVATION AND RESTORATION OF THE TULIP TREE ALLEE. LUESTHER T. MERTZ SPECIAL LIBRARY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER; CAPITAL EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER FOR THE RENOVATION OF THE EVERETT CHILDREN'S ADVENTURE GARDEN AND/OR THE WORKER'S OPERATIONS CENTER. DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK BOTANICAL GARDEN, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK BOTANICAL GARDEN. HVAC CHILLER EQUIPMENT ENERGY REDUCTION (HCEER) PLAN.
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREET	NEW YORK	NY	100037087	131844852	501(C)(3)	$13,700,000	LUESTHER T. MERTZ LEGACY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEARS 2021-22. SUPPORT FOR FISCAL YEAR 2020-21 SEASON; FREELANCE THEATER MAKER RELIEF PAYMENTS.DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK SHAKESPEARE FESTIVAL, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK SHAKESPEARE FESTIVAL. GENERAL OPERATING SUPPORT DURING FISCAL YEAR 2023.
STANFORD UNIVERSITY POPULATION BIOLOGY GIFT FUND
450 SERA MALL	STANFORD	CA	94205	941156365	501(C)(3)	$190,000	SUPPORT FOR THE NATURAL CAPITAL PROJECT AND THE MILLENNIUM ALLIANCE FOR HUMANITY AND THE BIOSPHERE OVER THE COURSE OF 1 TO 2 YEARS.
THIRTEENWNET EDUCATIONAL BROADCASTING CORP
825 EIGHTH AVENUE	NEW YORK	NY	100197435	131945149	501(C)(3)	$619,000	SUPPORT FOR GREAT PERFORMANCES BROADCAST SEASONS 2021-22 AND 2022-23 AND JOE PAPP IN FIVE ACTS.
THE JOYCE THEATER FOUNDATION
175 8TH AVENUE	NEW YORK	NY	10011	133038262	501(C)(3)		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.	$13,260,028	FAIR MARKET VALUE
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREET	NEW YORK	NY	100037087	131844852	501(C)(3)		DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK SHAKESPEARE FESTIVAL, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK SHAKESPEARE FESTIVAL.	$31,405,269	FAIR MARKET VALUE
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARD	BRONX	NY	10458	131693134	501(C)(3)		DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK BOTANICAL GARDEN, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK BOTANICAL GARDEN.	$31,405,269	FAIR MARKET VALUE

Field	Value	IRS element (for citing)
Total501c3 Org	14	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 AND SITE VISITS WHERE APPROPRIATE. IN ADDITION, SENIOR MANAGERS OF BENEFICIARY ORGANIZATIONS ARE INVITED, ON A ROTATING BASIS, TO MEET PERIODICALLY WITH THE TRUSTEES TO DISCUSS MATTERS OF MUTUAL INTEREST AND CONCERN, INCLUDING PROGRAMS, ACTIVITIES AND FINANCES AND PAST, CURRENT AND PROPOSED DISTRIBUTIONS FROM THE TRUST.	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 (3 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	$503,020	$0	$0	$0	$0	$0	$0	$0	$0	$0	$503,020	$0	$0	$0
GOLDEN BECKNER
TRUSTEE	$503,019	$0	$0	$0	$0	$0	$0	$0	$0	$0	$503,019	$0	$0	$0
JOHN J HOFFEE
TRUSTEE (THROUGH 4/20/20)	$101,510	$0	$0	$0	$0	$0	$0	$0	$0	$0	$101,510	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	LARRY E. CONDON AND JOHN J. HOFFEE HAVE A FAMILY RELATIONSHIP.
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, 2021, ALL PAYMENTS OF TRUSTEES' COMMISSIONS WERE MADE ON DECEMBER 29, 2020 AND WERE BASED, PURSUANT TO STATUTE, SOLELY ON THE AMOUNT OF TRUST INCOME COLLECTED DURING THE FISCAL YEAR ENDED NOVEMBER 30, 2020.
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:	NONTAXABLE ITEMS REPORTED ON SCHEDULE K-1 25,556,518.
FORM 990, PART XII, LINE 1	THE MODIFIED CASH BASIS IS USED IN PREPARATION OF THE FORM 990.