Luesther T Mertz Legacy Trust for the

CHICAGO, IL EIN: 87-6339411

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.6M

-64.9% YoY

Annual Giving

$650K

Grant Count

1

Avg Grant Size

$650K

About Luesther T Mertz Legacy Trust for the

Based on IRS filings

Luesther T Mertz Legacy Trust for the is a nonprofit organization focused on Environment & Animals, based in CHICAGO, IL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.6M in total assets. In 2024, it awarded 1 grants totaling $650K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Bronx

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$19M$29M$39M2021202220232024
Metric202420232022
Total Assets$5,611,683$15,967,860$23,793,285
Revenue$20,014$217,557$15,218
Expenses$10,360,889$8,014,261$8,032,546
Qualifying Distributions
Net Investment Income$13,287$35,302$15,218
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$480K$960K$1M$2M1 grants20211 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

NEW YORK BOTANICAL GARDEN$650K

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K$100–250K$250–500K2$500K–1M1$1–5M$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
HAROLD WILLIAM LOWTRUSTEE1
JOHN BERNSTEINTRUSTEE1

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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