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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
LUESTHER T MERTZ CHARITABLE TRUST
 
Employer identification number
13-7049014
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		13-6213516 501(C)(3) 575,000       SUPPORT FOR ACTIVITIES UNDERTAKEN BY THE ACLU'S EXECUTIVE DIRECTOR OR EXECUTIVE DEPARTMENT DURING FISCAL YEAR 2022
(2) BALLET TECH FOUNDATION
890 BROADWAY
NEW YORK,NY10003 		13-2773475 501(C)(3) 565,000       ESSENTIAL SUPPORT ASSOCIATED WITH CARRYING OUT BALLET TECH'S MISSION, INCLUDING PERFORMANCE-RELATED EXPENSES AT THE JOYCE THEATER DURING FISCAL YEARS 2022-2027.
(3) CENTRAL PARK CONSERVANCY
14 EAST 60TH STREET
NEW YORK,NY10022 		13-3022855 501(C)(3) 590,000       GENERAL SUPPORT DURING FISCAL YEAR 2022.
(4) THE JOYCE THEATER FOUNDATION
175 8TH AVENUE
NEW YORK,NY10011 		13-3038262 501(C)(3) 6,085,000       THE JOYCE THEATER'S ENDOWMENT; SUPPORT FOR REAL ESTATE OPPORTUNITIES OR UNEXPECTED BUILDING AND OPERATING NEEDS.DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE JOYCE THEATER FOUNDATION, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE JOYCE THEATER FOUNDATION.SUPPORT FOR REAL ESTATE OPPORTUNITIES OR UNEXPECTED BUILDING AND OPERATING NEEDS.
(5) LINCOLN CENTER FOR THE PERFORMING ARTS INC
10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		13-1847137 501(C)(3) 1,035,000       SUPPORT FOR LINCOLN CENTER THEATER'S PRODUCTIONS DURING FISCAL YEAR 2023; GENERAL OPERATING EXPENSES AT LINCOLN CENTER EDUCATION DURING FISCAL YEARS 2022-2023; SUPPORT FOR THE CREATION OF NEW WORK AT THE NYCB, AS WELL AS ESSENTIAL GENERAL OPERATING SUPPORT SHOULD THE NEED ARISE DUE TO CHANGES IN ARTISTIC PLANS DURING FISCAL YEARS 2023-2024; AND GENERAL OPERATING EXPENSES AT LINCOLN CENTER FOR THE PERFORMING ARTS, INC. DURING FISCAL YEARS 2022-2023.
(6) NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		13-1624102 501(C)(3) 365,000       AUDUBON NEW YORK'S HEALTHY FOREST AND CONSERVATION LEADERSHIP INITIATIVES DURING FISCAL YEARS 2022-2024.
(7) NATURAL RESOURCES DEFENSE COUNCIL
420 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		13-2654926 501(C)(3) 755,000       SUPPORT FOR NRDC'S CLIMATE WORK AT LARGE DURING FISCAL YEAR 2022.
(8) NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARD
BRONX,NY10458 		13-1693134 501(C)(3) 13,700,000       RENOVATION AND RESTORATION OF THE TULIP TREE ALLEE. LUESTHER T. MERTZ SPECIAL LIBRARY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER; CAPITAL EXPENSES DURING FISCAL YEAR 2021 OR THEREAFTER FOR THE RENOVATION OF THE EVERETT CHILDREN'S ADVENTURE GARDEN AND/OR THE WORKER'S OPERATIONS CENTER. DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK BOTANICAL GARDEN, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK BOTANICAL GARDEN. HVAC CHILLER EQUIPMENT ENERGY REDUCTION (HCEER) PLAN.
(9) NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREET
NEW YORK,NY100037087 		13-1844852 501(C)(3) 13,700,000       LUESTHER T. MERTZ LEGACY ENDOWMENT; UNRESTRICTED OPERATING EXPENSES DURING FISCAL YEARS 2021-22. SUPPORT FOR FISCAL YEAR 2020-21 SEASON; FREELANCE THEATER MAKER RELIEF PAYMENTS.DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK SHAKESPEARE FESTIVAL, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK SHAKESPEARE FESTIVAL. GENERAL OPERATING SUPPORT DURING FISCAL YEAR 2023.
(10) STANFORD UNIVERSITY POPULATION BIOLOGY GIFT FUND
450 SERA MALL
STANFORD,CA94205 		94-1156365 501(C)(3) 190,000       SUPPORT FOR THE NATURAL CAPITAL PROJECT AND THE MILLENNIUM ALLIANCE FOR HUMANITY AND THE BIOSPHERE OVER THE COURSE OF 1 TO 2 YEARS.
(11) THIRTEENWNET EDUCATIONAL BROADCASTING CORP
825 EIGHTH AVENUE
NEW YORK,NY100197435 		13-1945149 501(C)(3) 619,000       SUPPORT FOR GREAT PERFORMANCES BROADCAST SEASONS 2021-22 AND 2022-23 AND JOE PAPP IN FIVE ACTS.
(12) THE JOYCE THEATER FOUNDATION
175 8TH AVENUE
NEW YORK,NY10011 		13-3038262 501(C)(3)   13,260,028 FAIR MARKET VALUE   DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE JOYCE THEATER FOUNDATION, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE JOYCE THEATER FOUNDATION.
(13) NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREET
NEW YORK,NY100037087 		13-1844852 501(C)(3)   31,405,269 FAIR MARKET VALUE   DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK SHAKESPEARE FESTIVAL, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK SHAKESPEARE FESTIVAL.
(14) NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARD
BRONX,NY10458 		13-1693134 501(C)(3)   31,405,269 FAIR MARKET VALUE   DISTRIBUTION MADE TO THE LUESTHER T. MERTZ LEGACY TRUST FOR THE BENEFIT OF THE NEW YORK BOTANICAL GARDEN, A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 509(A)(3), WHICH IS EFFECTIVELY A CONDUIT FOR THE NEW YORK BOTANICAL GARDEN.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
14
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: REPRESENTATIVES OF THE TRUST ARE IN REGULAR CONTACT BY TELEPHONE, CORRESPONDENCE AND PERSONAL MEETINGS WITH REPRESENTATIVES OF BENEFICIARY ORGANIZATIONS. ALL TRUST DISTRIBUTIONS CARRY WITH THEM THE EXPRESS WRITTEN REQUIREMENT THAT THE RECIPIENT SUBMIT, AT ANNUAL OR MORE FREQUENT INTERVALS, WRITTEN NARRATIVE AND FINANCIAL REPORTS TO THE TRUST. MONITORING OF DISTRIBUTIONS INCLUDES REVIEW AND FOLLOW-UP OF SUCH REPORTS AND SITE VISITS WHERE APPROPRIATE. IN ADDITION, SENIOR MANAGERS OF BENEFICIARY ORGANIZATIONS ARE INVITED, ON A ROTATING BASIS, TO MEET PERIODICALLY WITH THE TRUSTEES TO DISCUSS MATTERS OF MUTUAL INTEREST AND CONCERN, INCLUDING PROGRAMS, ACTIVITIES AND FINANCES AND PAST, CURRENT AND PROPOSED DISTRIBUTIONS FROM THE TRUST.
Schedule I (Form 990) 2020



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