LUESTHER T MERTZ CHARITABLE TR

As filed

Subsection

03

NTEE code

T900

Classification

2000

Street

218 E 18TH ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• DANCE SERVICE NEW YORK CITY INC

  EIN 46-0830780

• MERTZ GILMORE FOUNDATION

  EIN 13-2872722

Mission and programs · 2023

• DURING THE YEAR ENDED NOVEMBER 30, 2024, THE TRUST WAS AWAITING APPROVAL FROM THE NYS ATTORNEY GENERAL'S OFFICE TO DISSOLVE. ON DECEMBER 20, 2024, A NOTICE OF NO OBJECTION WAS ISSUED. THE TRUST WILL MOVE FORWARD WITH DISSOLUTION DURING FY 25. AFTER PAYMENTS FOR CLOSING EXPENSES, THE REMAINING FUNDS WILL BE DISTRIBUTED TO THE ATTENTIVE SUPPORTIVE ORGANIZATIONS.

  Expenses $8,161

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $20,730

  Expenses

  $78,716

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $200,196

  Expenses

  $1,155,611

  Contributions

  $0

  Grants paid

  $917,328

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $2,295,349

  Expenses

  $4,631,145

  Assets (EOY)

  $1,408,894

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $2,179,114

  Expenses

  $116,070,172

  Assets (EOY)

  $5,999,424

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $6,968,264

  Expenses

  $32,696,476

  Assets (EOY)

  $94,333,964

• 2018 · 990

  Revenue

  $21,228,061

  Expenses

  $15,280,140

  Assets (EOY)

  $117,972,027

• 2017 · 990

  Revenue

  $18,086,418

  Expenses

  $15,006,209

  Assets (EOY)

  $119,535,503

• 2016 · 990

  Revenue

  $19,055,948

  Expenses

  $15,871,482

  Assets (EOY)

  $107,276,911

• 2015 · 990

  Revenue

  $19,373,400

  Expenses

  $15,946,275

  Assets (EOY)

  $104,416,685

• 2014 · 990

  Revenue

  $20,396,364

  Expenses

  $13,036,661

  Assets (EOY)

  $102,655,351

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• THE JOYCE THEATER FOUNDATION

  $0

  2022 · 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.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files