The Luesther T Mertz Legacy Trust for

Public charity · Grantmaker Wilmington, DE EIN: 87-6288389

The organization is a Delaware charitable trust operated exclusively for the benefit of its supported organization, the joyce theater foundation,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.

Key facts about The Luesther T Mertz Legacy Trust for

EIN
87-6288389
Latest 990 filing
Form 990, 2025
Total assets
$2,192,602

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$2.2M

-8.7% YoY

Revenue

$2K

-59.4% YoY

Net Investment Income

$2K

-59.4% YoY

Expenses

$210K

-94.9% YoY

How The Luesther T Mertz Legacy Trust for gives

  • Giving fell 95% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About The Luesther T Mertz Legacy Trust for

Based on IRS filings

The Luesther T Mertz Legacy Trust for is a public charity focused on Environment & Animals, based in Wilmington, DE. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. Net investment income was $2K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

New York

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M1 grant2021 1 grant2022 0 grants2023 1 grant2024 0 grants2025

From 2021 to 2024, annual grant giving ranged from $50K (2024) to $1.0M (2021). In 2024 it made 1 grant totaling $50K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

<$50K1$50–100K$100–250K1$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $50–100K range: 1 grant of 3 (33%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$5M$10M$15M$20M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,192,602$2,401,992$6,557,324
Revenue$2,068$5,098$102,868
Expenses$210,208$4,153,970$3,387,238
Net Investment Income$2,068$5,098$5,206

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

The Luesther T Mertz Legacy Trust for is led by Linda Shelton, Trustee since 2025 (on filings since 2021) — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Linda Shelton

    Trustee

    Trustees → Trustee, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Harold William Low (2021–2024) — Trustees

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Luesther T Mertz Legacy Trust for

How large is The Luesther T Mertz Legacy Trust for?

The Luesther T Mertz Legacy Trust for reported $2.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $2K.

What is The Luesther T Mertz Legacy Trust for?

The Luesther T Mertz Legacy Trust for is a public charity focused on Environment & Animals, based in Wilmington, DE. It holds $2.2M in total assets as of 2025.

Where does The Luesther T Mertz Legacy Trust for operate?

The Luesther T Mertz Legacy Trust for has awarded grants in New York.

What is The Luesther T Mertz Legacy Trust for's EIN?

The Luesther T Mertz Legacy Trust for's EIN (Employer Identification Number) is 87-6288389. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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