Luesther T Mertz Charitable Trust

NEW YORK, NY EIN: 13-7049014

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$395K

-12.8% YoY

Revenue

$21K

-89.6% YoY

Net Investment Income

$21K

+3.4% YoY

Expenses

$79K

-93.2% YoY

About Luesther T Mertz Charitable Trust

Based on IRS filings

Luesther T Mertz Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $395K in total assets. Net investment income was $21K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BronxNew YorkStanford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32M$64M$96M$128M20202021202220232024
Metric202420232022
Total Assets$395,493$453,479$1,408,894
Revenue$20,730$200,196$2,295,349
Expenses$78,716$1,155,611$4,631,145
Qualifying Distributions
Net Investment Income$20,730$20,049$2,295,349
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$10M$19M$29M$38M11 grants202011 grants202111 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

33 grants across all recorded years

<$50K1$50–100K6$100–250K4$250–500K9$500K–1M9$1–5M4$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LARRY E CONDONTRUSTEE10
GOLDEN BECKNER JRTRUSTEE10

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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