Lueaster T Mertz Legacy Tr For The New York Botanical Garden
- Assets
- $16.0m
- Revenue
- $217.6k
- Investments
- $15.3m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- Data as of
- 12/2023
- EIN
- 87-6339411
Organization Overview
Lueaster T Mertz Legacy Tr For The New York Botanical Garden is located in Chicago, IL. According to its NTEE Classification (C19) the organization is classified as: Support N.E.C., under the broad grouping of Environment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lueaster T Mertz Legacy Tr For The New York Botanical Garden is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Lueaster T Mertz Legacy Tr For The New York Botanical Garden generated $217.6k in total revenue. All expenses for the organization totaled $8.0m during the year ending 12/2023.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
CONTRIBUTIONS WILL BE PAID TO THE SUPPORTED ORGANIZATION NAMED IN THE TRUST'S GOVERNING INSTRUMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Harold William Low Trustee | Trustee | 1 | $0 |
John Bernstein Trustee | Trustee | 1 | $0 |
Name Not Listed Trustee | 1 | $15,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $35,302 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $217,557 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $15,000 |
| Compensation of current officers, directors, key employees. | $15,000 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $8,014,261 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $708,698 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $15,259,162 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $15,967,860 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $15,967,860 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $15,967,860 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lueaster T Mertz Legacy Tr For The New York Botanical Garden Chicago, IL | $15,967,860 | $217,557 |
Preservation Foundation Of The Lakecounty Forest Preserves Libertyville, IL | $8,938,759 | $3,326,253 |
Brushwood Center At Ryerson Woods Deerfield, IL | $3,218,685 | $2,489,118 |
Eci Economic Development Alliance Inc Muncie, IN | $214,863 | $250,000 |
Green Era Educational Nfp Chicago, IL | $7,561,231 | $2,288,971 |
Manitowish Waters Lakes Association Inc Manitowish Waters, WI | $476,773 | $0 |
Global Water Works Libertyville, IL | $879 | $0 |
Wedel Oak Woods Foundation Inc Madison, WI | $1,735,907 | $33,684 |
Community Conservation Legacy Fund Inc Viroqua, WI | $2,792 | $0 |