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← LUEASTER T MERTZ LEGACY TR FOR THE NEW YORK BOTANICAL GARDEN

Form 990 for tax year 2025

Filed by LUEASTER T MERTZ LEGACY TR FOR THE NEW YORK BOTANICAL GARDEN.

Totals

Total revenue
$1,914
Total expenses
$495,182
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$1,914
Other revenue
$0
Total assets, end of year
$5,115,453
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,115,453
Program services expenses (Part IX)
$0
Management and general expenses
$495,182
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,914 · excluded $1,914

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $15,000 · management and general $15,000

  • 11c · Fees: accounting

    total $9,302 · management and general $9,302

  • 24a · Other expenses: LOSS - HOLDING IN LLC

    total $273,798 · management and general $273,798

  • 24b · Other expenses: NET OTHER LLC HOLDING L

    total $196,653 · management and general $196,653

  • 24c · Other expenses: FILING FEE

    total $250 · management and general $250

  • 24d · Other expenses: FEDERAL & STATE UNRELAT

    total $179 · management and general $179

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,943 · end of year $28,126

  • 12 · Investments: other securities

    beginning of year $5,560,740 · end of year $5,087,327

  • 28 · Net assets with donor restrictions

    beginning of year $5,611,683 · end of year $5,115,453

Mission and programs · 2025

Mission

THE ORGANIZATION IS A DELAWARE CHARITABLE TRUST OPERATED EXCLUSIVELY FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATION, NEW YORK BOTANICAL GARDEN, A NEW YORK NOT-FOR-PROFIT CORPORATION RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, SECTIONS 509(A) (1) AND 170(B)(1)(A)(VI) OF THE CODE.

  • CONTRIBUTIONS WILL BE PAID TO THE SUPPORTED ORGANIZATION NAMED IN THE TRUST'S GOVERNING INSTRUMENT.

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Bernstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jp Morgan Trust Company Of Delaware

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
15 May 2026
IRS schema version
2025v4.1
Source object
202611319349304696

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