Nonprofit · EIN 13-7049014
LUESTHER T MERTZ CHARITABLE TR
Also known as OCONNOR W B ET AL TTEE
Tax-exempt · NEW YORK, NY 10003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $20,730 | $78,716 | -$57,986 | $395,493 | $0 | $395,493 |
| November 30, 2023 | 990 | $200,196 | $1,155,611 | -$955,415 | $453,479 | $0 | $453,479 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $20,730
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $36,848
- Accounting fees
- $15,618
- Program services (functional)
- $8,161
- Management and general (functional)
- $70,555
Balance sheet and other
- Total assets, start of year
- $453,479
- Total assets, end of year
- $395,493
- Total liabilities, end of year
- $0
- Net assets, end of year
- $395,493
- Gross receipts
- $20,730
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY E CONDON | TRUSTEE Trustee or director | 10 | $0 |
| GOLDEN BECKNER JR | TRUSTEE Trustee or director | 10 | $0 |
990 for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY E CONDON | TRUSTEE Trustee or director | 40 | $0 |
| GOLDEN BECKNER JR | TRUSTEE Trustee or director | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 218 E 18TH ST, NEW YORK, NY 10003-3605
- In care of
- % MORGAN LEWIS & BOCKIUS
- Principal officer (990 for 2023)
- GOLDEN BECKNER JR, 218 EAST 18TH STREET, NEW YORK, NY 10003
- Signed the 990
- GOLDEN BECKNER JR, TRUSTEE
- Phone
- (212) 475-1137
- Return prepared by
- LUTZ AND CARR CPAS LLP
Mission
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 13-7049014
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1995
- Accounting year ends
- November
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $395,493
- Income (IRS master file)
- $20,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $20,730 | $78,716 | $395,493 | XML |
| 990 | November 2023 | $200,196 | $1,155,611 | $453,479 | XML |
| 990 | November 2022 | $2,295,349 | $4,631,145 | $1,408,894 | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2019 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7049014).
Questions about LUESTHER T MERTZ CHARITABLE TR
- What is the EIN of LUESTHER T MERTZ CHARITABLE TR?
- The employer identification number (EIN) of LUESTHER T MERTZ CHARITABLE TR is 13-7049014.
- Is LUESTHER T MERTZ CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to LUESTHER T MERTZ CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LUESTHER T MERTZ CHARITABLE TR file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LUESTHER T MERTZ CHARITABLE TR due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUESTHER T MERTZ CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of LUESTHER T MERTZ CHARITABLE TR?
- The 990 for the year ended November 30, 2024 names GOLDEN BECKNER JR.
- Who are the officers and directors of LUESTHER T MERTZ CHARITABLE TR?
- The 990 for the year ended November 30, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LUESTHER T MERTZ CHARITABLE TR have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $20,730, expenses of $78,716 and total assets of $395,493 at year end.
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