Civic Intelligence

Luesther T Mertz Continuing Trust FBO Community Funds Inc.

990T • Fiscal year 2021 • EIN 13-6946984

Dec 01, 2020 to Nov 30, 2021 • Filed on Apr 15, 2022

Organization Profile
CO Lutz Carr 551 Fifth Ave NoNew York, NY 10176

(212) 697-2299

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2019: $2,099,198Liabilities 2019: $0Net Assets 2019: $2,099,1982019Assets 2020: $1,994,646Liabilities 2020: $0Net Assets 2020: $1,994,6462020Assets 2021: $2,478,499Liabilities 2021: $0Net Assets 2021: $2,478,4992021Assets 2022: $2,572,579Liabilities 2022: $0Net Assets 2022: $2,572,5792022Assets 2023: $2,002,280Liabilities 2023: $0Net Assets 2023: $2,002,2802023Assets 2024: $1,358,875Liabilities 2024: $0Net Assets 2024: $1,358,8752024

Latest loaded filing

2024

Assets$1,358,875
Liabilities$0
Net Assets$1,358,875
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $439,630Expenses 2019: $269,740Net Income 2019: $169,8902019Revenue 2020: $180,160Expenses 2020: $306,684Net Income 2020: -$126,5242020Revenue 2021: $54,334Expenses 2021: $327,869Net Income 2021: -$273,5352021Revenue 2022: $183,740Expenses 2022: $89,288Net Income 2022: $94,4522022Revenue 2023: $9,110Expenses 2023: $577,534Net Income 2023: -$568,4242023Revenue 2024: $15,179Expenses 2024: $656,350Net Income 2024: -$641,1712024

Latest loaded filing

2024

Revenue$15,179
Expenses$656,350
Net Income-$641,171
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Apr 15, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Luesther T Mertz Continuing Trust
EIN
13-6946984
Phone
2126972299
Address
CO LUTZ CARR 551 FIFTH AVE NO, NEW YORK, NY 10176

Signing Officer

Name
Larry Condon
Title
Trustee
Phone
2124751137
Signed
2022-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Lauren Cresci
Phone
2126972299
Raw XML Appendix90 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0LAUREN CRESCICPA
IRS990T/BooksInCareOfDetail/PhoneNum02126972299
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O LUTZ CARR 551 FIFTH AVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010176
IRS990T/BookValueAssetsEOYAmt02478499
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt028144
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt010000
IRS990T/OverpaymentSection/OverpaymentAmt020000
IRS990T/OverpaymentSection/RefundAmt010000
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt020000
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0454110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt05226
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt05226
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt033370
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt033370
IRS990TScheduleA/TotUnrltTrdBusIncmAmt033370
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0DIRECT MARKETING
IRS990TScheduleA/UBIBeforeNOLDedAmt028144
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt028144
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt020000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt028144
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CONDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124751137
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUESTHER T MERTZ CONTINUING TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FBO COMMUNITY FUNDS
ReturnHeader/Filer/BusinessNameControlTxt0LUES
ReturnHeader/Filer/EIN0136946984
ReturnHeader/Filer/PhoneNum02126972299
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO LUTZ CARR 551 FIFTH AVE NO
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010176
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131655065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND CARR CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0551 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010176
ReturnHeader/PreparerPersonGrp/PhoneNum02126972299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN CRESCI
ReturnHeader/ReturnTs02022-03-10T11:10:28-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CONDON
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.66$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.01$0.58$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.18$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.05$0.33$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.18$0.31$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.44$0.27$0.17