Luesther T Mertz Charitable Tr

Oconnor W B Et Al Ttee

New York, NY
Tax-exempt since Jan. 1995
EIN: 13-7049014

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$200k (2023)

Expenses

$1.16M (2023)

Total Assets

$453k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Revenue

$200,196

Expenses

$1,155,611

Net Income

-$955,415

Net Assets

$453,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$20,049	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$180,147	90.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$453,479
Total Liabilities	$0
Net Assets	$453,479

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$0	$0	$0
Golden Beckner Jr (Trustee)	$0	$0	$0

990

Filed on April 10, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$2,295,349

Expenses

$4,631,145

Net Income

-$2,335,796

Net Assets

$1,408,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,278,890	99.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$16,459	0.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$354,028	7.6%

Assets/Debt
Total Assets	$1,408,894
Total Liabilities	$0
Net Assets	$1,408,894

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$177,014	$0	$0
Golden Beckner (Trustee)	$177,014	$0	$0

990

Filed on June 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2021

Revenue

$2,179,114

Expenses

$116,070,172

Net Income

-$113,891,058

Net Assets

$5,999,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,128,888	97.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$50,226	2.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,006,039	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$101,510	0.1%

Assets/Debt
Total Assets	$5,999,424
Total Liabilities	$0
Net Assets	$5,999,424

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$503,020	$0	$0
Golden Beckner (Trustee)	$503,019	$0	$0
John J Hoffee (Trustee (Through 4/20/20))	$101,510	$0	$0

990

Filed on May 24, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$6,968,264

Expenses

$32,696,476

Net Income

-$25,728,212

Net Assets

$94,333,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$6,363,749	91.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$604,515	8.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,755,412	5.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$124,960	0.4%

Assets/Debt
Total Assets	$94,333,964
Total Liabilities	$0
Net Assets	$94,333,964

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$585,137	$0	$0
John J Hoffee (Trustee (Through 4/20/20))	$585,137	$0	$0
Golden Beckner (Trustee)	$585,137	$0	$0
Paul D Richards (Trustee (Through 3/15/19))	$124,960	$0	$0

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990

Filed on March 26, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2019

Revenue

$21,228,061

Expenses

$15,280,140

Net Income

$5,947,921

Net Assets

$117,972,027

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$16,950,631	79.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,277,430	20.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,874,179	12.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$117,972,027
Total Liabilities	$0
Net Assets	$117,972,027

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$468,545	$0	$0
John J Hoffee (Trustee)	$468,545	$0	$0
Golden Beckner (Trustee)	$468,545	$0	$0
Paul D Richards (Trustee (Through 3/15/19))	$468,544	$0	$0

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990

Filed on March 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2018

Revenue

$18,086,418

Expenses

$15,006,209

Net Income

$3,080,209

Net Assets

$119,535,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$12,567,912	69.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,518,506	30.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,113,120	7.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$370,579	2.5%

Assets/Debt
Total Assets	$119,535,503
Total Liabilities	$0
Net Assets	$119,535,503

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$371,040	$0	$0
John J Hoffee (Trustee)	$371,040	$0	$0
Paul D Richards (Trustee)	$371,040	$0	$0
William B O'connor (Former Trustee)	$370,579	$0	$0
Golden Beckner (Trustee)	$0	$0	$0

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990

Filed on April 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2017

Revenue

$19,055,948

Expenses

$15,871,482

Net Income

$3,184,466

Net Assets

$107,276,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$16,846,320	88.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,209,628	11.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,910,331	12.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$107,276,911
Total Liabilities	$0
Net Assets	$107,276,911

Compensation

Key Employees and Officers	Compensation	Related	Other
John J Hoffee (Trustee)	$477,583	$0	$0
William B O'connor (Trustee)	$477,583	$0	$0
Paul D Richards (Trustee)	$477,583	$0	$0
Larry E Condon (Trustee)	$477,582	$0	$0

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990

Filed on March 30, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2016

Revenue

$19,373,400

Expenses

$15,946,275

Net Income

$3,427,125

Net Assets

$104,416,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$19,585,559	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$212,159
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,708,570	10.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$104,416,685
Total Liabilities	$0
Net Assets	$104,416,685

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$427,143	$0	$0
John J Hoffee (Trustee)	$427,143	$0	$0
William B O'connor (Trustee)	$427,142	$0	$0
Paul D Richards (Trustee)	$427,142	$0	$0

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990

Filed on April 13, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2015

Revenue

$20,396,364

Expenses

$13,036,661

Net Income

$7,359,703

Net Assets

$102,655,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$16,916,490	82.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,479,874	17.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,341,841	10.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$102,655,351
Total Liabilities	$0
Net Assets	$102,655,351

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$335,461	$0	$0
John J Hoffee (Trustee)	$335,460	$0	$0
William B O'connor (Trustee)	$335,460	$0	$0
Paul D Richards (Trustee)	$335,460	$0	$0

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990

Filed on March 25, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2014

Revenue

$15,310,755

Expenses

$11,770,068

Net Income

$3,540,687

Net Assets

$94,434,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$14,720,026	96.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$590,729	3.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,591,006	13.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$94,434,585
Total Liabilities	$0
Net Assets	$94,434,585

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry E Condon (Trustee)	$397,752	$0	$0
John J Hoffee (Trustee)	$397,752	$0	$0
William B O'connor (Trustee)	$397,751	$0	$0
Paul D Richards (Trustee)	$397,751	$0	$0

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990

Filed on March 26, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2013

Revenue

$14,774,855

Expenses

$11,529,428

Net Income

$3,245,427

Net Assets

$90,119,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$14,712,285	99.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$62,570	0.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$776,601	6.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$90,119,226
Total Liabilities	$0
Net Assets	$90,119,226

990

Filed on April 28, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2012

Revenue

$7,025,850

Expenses

$8,300,248

Net Income

-$1,274,398

Net Assets

$81,896,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$4,620,206	65.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,405,644	34.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$854,605	10.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$81,896,652
Total Liabilities	$0
Net Assets	$81,896,652

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2011

Revenue

$15,349,986

Expenses

$8,884,907

Net Income

$6,465,079

Net Assets

$78,743,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$11,180,629	72.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,169,357	27.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$586,983	6.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$78,743,321
Total Liabilities	$0
Net Assets	$78,743,321

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated December 5, 2025

Luesther T Mertz Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $200k (2023)

Expenses $1.16M (2023)

Total Assets $453k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$200k (2023)

Expenses

$1.16M (2023)

Total Assets

$453k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
2001