2025-10-10T13:13:20-05:00 2024-11-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-12-01 137049014 LUESTHER T MERTZ CHARITABLE TRUST LUES 2124751137 218 EAST 18TH STREET NEW YORK NY 10003 GOLDEN BECKNER JR TRUSTEE 2124751137 2025-10-07 1 0 LAUREN CRESCI P01268493 2126972299 2023 2025-03-06 01:10:19Z GOLDEN BECKNER JR 218 EAST 18TH STREET NEW YORK NY 10003 20730 0 X NOT APPLICABLE X 1991 NY SEE MISSION STATEMENT ON PAGE 2, PART III, LINE 1 2 2 0 0 0 0 0 0 0 0 20049 20730 180147 0 200196 20730 917328 0 0 0 0 0 0 0 0 238283 78716 1155611 78716 -955415 -57986 453479 395493 0 0 453479 395493 X 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. 0 0 8161 0 0 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. 8161 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X GOLDEN BECKNERJR TRUSTEE 2124751137 218 EAST 18TH STREET NEW YORK NY 10003 X LARRY E CONDON TRUSTEE 10.00 X 0 0 0 GOLDEN BECKNER JR TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 0 20730 20730 20730 0 0 20730 X 36848 36848 15618 15618 1150 1150 25000 8161 16839 FILING FEES 100 100 78716 8161 70555 0 453479 395493 453479 395493 0 0 X 453479 395493 0 0 0 0 453479 395493 453479 395493 -57986 0 X X 0 0 0 X X 14 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 136213516 7 1 0 0 BALLET TECH FOUNDATION INC 132773475 7 1 0 0 CENTRAL PARK CONSERVANCY 133022855 7 1 0 0 NEW YORK COMMUNITY TRUST AKA COMMUNITY FUNDS INC 133062214 8 1 0 0 THE JOYCE THEATER FOUNDATION 133038262 7 1 0 0 LINCOLN CENTER FOR PERFORMING ARTS INC 131847137 7 1 0 0 NATIONAL AUDUBON SOCIETY 131624102 7 1 0 0 NATURAL RESOURCES DEFENSE COUNCIL 132654926 7 1 0 0 THE NEW YORK BOTANICAL GARDEN 131693134 7 1 0 0 NEW YORK SHAKESPEARE FESTIVAL 131844852 7 1 0 0 PHOENIX HOUSE FOUNDATION INC (PHOENIX HOUSE DEVELOPMENT FUND) 133020609 7 1 0 0 ST FRANCIS HOSPITAL 112050523 3 1 0 0 STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORDJR UNIVERSITY 941156365 2 1 0 0 THIRTEENWNET EDUCATIONAL BROADCASTING CORP 131945149 7 1 0 0 14 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 20049 20730 20049 20730 0 0 1440 1150 0 0 18609 19580 0 0 460096 419683 0 0 460096 419683 0 0 0 460096 419683 6901 6295 453195 413388 15862 14469 0 0 15862 14469 18609 15818 15862 15862 0 15862 0 0 77566 0 0 0 77566 0 15862 0.000000000000 15862 0 0 17856293 115826828 4683257 1154171 139520549 0 15862 0 139504687 77566 0 77566 0 0 139582253 17840431 115826828 4683257 1154171 77566 PART IV, SECTION D, LINE 2 SUPPORTED ORGANIZATIONS AND AMOUNT OF SUPPORT RECEIVED FROM THE TRUST: NEW YORK BOTANICAL GARDEN(THE GARDEN) NEW YORK SHAKESPEARE FESTIVAL (NYSF) THE GARDEN THE PURPOSES OF PAST DISTRIBUTIONS WERE DEVELOPED BY REPRESENTATIVES OF THE TWO ORGANIZATIONS AS A PRODUCT OF THEIR CONTINUAL, CLOSE RELATIONSHIP WHICH IS MAINTAINED THROUGH FREQUENT INTERACTIONS, INCLUDING MEETINGS, TELEPHONE CONFERENCES, AND OTHER COMMUNICATIONS. ONE OF THE TRUSTEES OF THE TRUST SERVED ON THE EDUCATION, SCIENCE, LIBRARY, AND NOMINATION AND GOVERNANCE COMMITTEES, WAS FORMERLY A VICE CHAIR, AND IN NOVEMBER 2024 WAS MADE A LIFE TRUSTEE. ONE OF THE MAJOR FACILITIES OF THE GARDEN, THE LUESTHER T. MERTZ LIBRARY, IS NAMED FOR THE TRUST'S DONOR. SINCE THE INITIAL FUNDING OF THE TRUST, THE GARDEN HAS RECEIVED A TOTAL OF $80,304,941 IN CASH AND 17,100 SHARES OF PUBLISHERS CLEARING HOUSE LLC VALUED AT $31,405,269 FROM THE TRUST. AT THE END OF ITS 2023 TAX YEAR(ENDING 11/30/2024), THE TRUST HAD NO OUTSTANDING COMMITMENTS TO DISTRIBUTE TO THE GARDEN IN FUTURE TAX YEARS. LIKE ALL BENEFICIARIES OF THE TRUST, THE GARDEN RECEIVED A DETAILED ACCOUNTING THROUGH JULY 31,2022 ( THE END OF THE TRUST), IN THE NEW YORK SURROGATE'S COURT FORMAT, SETTING FORTH ALL ASSETS, INCOME AND DISBURSEMENTS OF THE TRUST AND ALL FINANCIAL TRANSACTIONS TO WHICH THE TRUST IS A PARTY. NYSF THE PURPOSES OF PAST DISTRIBUTIONS WERE DEVELOPED BY REPRESENTATIVES OF THE TWO ORGANIZATIONS AS A PRODUCT OF THEIR CONTINUAL, CLOSE RELATIONSHIP WHICH IS MAINTAINED THROUGH FREQUENT INTERACTIONS, INCLUDING MEETINGS, TELEPHONE CONFERENCES, AND OTHER COMMUNICATIONS. IN ADDITION TO OTHER INTERACTIONS, THE EXECUTIVE DIRECTOR OF NYSF AND ONE OF THE TRUSTEES OF THE TRUST HAVE REGULARLY SCHEDULED MONTHLY MEETINGS. ONE OF NYSF'S PERFORMANCE SPACES AT ITS HEADQUARTERS BUILDING IS NAMED FOR THE TRUST'S DONOR WHO SERVED FOR SEVERAL YEARS AS CHAIRMAN OF THE BOARD OF NYSF. ONE OF THE TRUSTEES OF THE TRUST SERVED FOR SEVERAL YEARS AS VICE CHAIRMAN OF THE BOARD OF NYSF. SINCE THE INITIAL FUNDING OF THE TRUST, NYSF HAS RECEIVED A TOTAL OF $78,239,420 IN CASH AND 17,100 SHARES OF PUBLISHERS CLEARING HOUSE LLC VALUED AT $31,405,269 FROM THE TRUST. AT THE END OF ITS 2023 TAX YEAR (ENDING 11/30/2024), THE TRUST HAD NO OUTSTANDING COMMITMENTS TO DISTRIBUTE TO NYSF IN FUTURE TAX YEARS. LIKE ALL BENEFICIARIES OF THE TRUST, NYSF RECEIVES ANNUALLY A DETAILED ACCOUNTING IN THE NEW YORK SURROGATE'S COURT FORMAT, SETTING FORTH ALL ASSETS, INCOME AND DISBURSEMENTS OF THE TRUST AND ALL FINANCIAL TRANSACTIONS TO WHICH THE TRUST IS A PARTY. THE TRUSTEES BELIEVE THAT THE FACTS SET FORTH ABOVE SHOW THAT THE TRUST MEETS BOTH THE ATTENTIVENESS TEST AND THE RESPONSIVENESS TEST WITH RESPECT TO NYBG AND NYSF. PART V, SECTION D, LINE 8 DURING THE YEAR ENDED NOVEMBER 30, 2024, THE TRUST WAS AWAITING APPROVAL FROM THE NYS ATTORNEY GENERAL'S OFFICE TO DISSOLVE. AFTER THE YEAR END, ON DECEMBER 20, 2024, A NOTICE OF NO OBJECTION WAS ISSUED. THE TRUST WILL MOVE FORWARD WITH ITS FINAL DISSOLUTION. AFTER ALL LEGAL, ACCOUNTING AND ADMINISTRATIVE COSTS HAVE BEEN PAID AT LEAST 2/3 OF THE REMAINING FUNDS WILL BE DISTRIBUTED TO THE ATTENTIVE SUPPORTIVE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B ONE OF THE TRUSTEES REVIEWS THE 990 BEFORE THE FINAL VERSION IS PREPARED FOR HIS SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE MUST ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS THAT THEY HAVE DISCLOSED ANY RELEVANT INFORMATION PERTAINING TO POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE TRUST HAS NO OFFICERS, DIRECTORS OR EMPLOYEES. THE TRUSTEES OF THE TRUST ARE ENTITLED TO RECEIVE TRUSTEES' COMMISSIONS ANNUALLY COMPUTED IN ACCORDANCE WITH A FIXED FORMULA SPECIFIED IN SECTION 2309 OF THE SURROGATE'S COURT PROCEDURE ACT OF THE STATE OF NEW YORK WHICH GOVERNS COMMISSIONS OF TRUSTEES UNDER WILLS OF PERSONS DYING AFTER AUGUST 31, 1956. NO CONTRIBUTIONS WERE MADE TO ANY EMPLOYEE BENEFIT PLANS ON BEHALF OF ANY TRUSTEE AND NO TRUSTEE RECEIVED ANY EXPENSE ACCOUNT, REIMBURSEMENT OR OTHER ALLOWANCES FROM THE TRUST. DURING THE FISCAL YEAR ENDED NOVEMBER 30, 2024, NO PAYMENTS OF TRUSTEES' COMMISSIONS WERE MADE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE TRUST'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 8,161. MANAGEMENT AND GENERAL EXPENSES 16,839. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. FORM 990, PART XII, LINE 1 THE MODIFIED CASH BASIS IS USED IN PREPARATION OF THE FORM 990.