| 2024 | Lucerna Fund | 990PF | Director And Vice Pres (Thru 12/30/24) | 0.25 | $0 | $0 | View return |
| 2024 | New York Botanical Garden | 990 | Senior Vice Chair (End 12/2024) | 1 | $0 | $0 | View return |
| 2023 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2023 | New York Botanical Garden | 990 | Senior Vice Chairman | 1 | $0 | $0 | View return |
| 2023 | Luesther T Mertz Charitable Trust | 990 | Trustee | 10 | $0 | $0 | View return |
| 2023 | Luesther T Mertz Continuing Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2023 | New York Botanical Garden | 990 | Senior Vice Chairman | 1 | $0 | $0 | View return |
| 2022 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2022 | Rice County Steam & Gas Engine Inc | 990 | Vice Preside | 2 | $0 | $0 | View return |
| 2022 | St Joseph Conference of the Society of St Vincent De Paul Inc | 990EZ | Vice President | 8 | $0 | $0 | View return |
| 2022 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $0 | $0 | View return |
| 2022 | New York Botanical Garden | 990 | Senior Vice Chairman | 1 | $0 | $0 | View return |
| 2022 | Luesther T Mertz Continuing Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2021 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $177,014 | $0 | View return |
| 2021 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2021 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2021 | St Joseph Conference of the Society of St Vincent De Paul Inc | 990EZ | Vice President | 8 | $0 | $0 | View return |
| 2021 | Luesther T Mertz Continuing Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2021 | New York Botanical Garden | 990 | Senior Vice Chairman | 1 | $0 | $0 | View return |
| 2020 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $503,020 | $0 | View return |
| 2020 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2020 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2020 | New York Botanical Garden | 990 | Sr. Vice Chairman | 1 | $0 | $0 | View return |
| 2020 | Luesther T Mertz Continuing Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2019 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $585,137 | $0 | View return |
| 2019 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2019 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2019 | Luesther T Mertz Continuing Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2019 | New York Botanical Garden | 990 | Vice Chairman | 1 | $0 | $0 | View return |
| 2018 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $468,545 | $0 | View return |
| 2018 | Veterans of Foreign Wars Dept of Ct Trumbull Memorial Post | 990EZ | Chaplain | 5 | $0 | $0 | View return |
| 2018 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2018 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2018 | New York Botanical Garden | 990 | Vice Chairma | 1 | $0 | $0 | View return |
| 2018 | Luesther T Mertz Continuing Trust | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2017 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $371,040 | $0 | View return |
| 2017 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2017 | Veterans of Foreign Wars Dept of Ct Trumbull Memorial Post | 990EZ | Chaplain | 5 | $0 | - | View return |
| 2017 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2017 | New York Botanical Garden | 990 | Vice Chairma | 1 | $0 | $0 | View return |
| 2016 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $477,582 | $0 | View return |
| 2016 | Lucerna Fund | 990PF | Director And Vice President | 0.25 | $0 | $0 | View return |
| 2016 | Veterans of Foreign Wars Dept of Ct Trumbull Memorial Post | 990EZ | Chaplain | 5 | $0 | - | View return |
| 2016 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2016 | New York Botanical Garden | 990 | Vice Chairma | 1 | $0 | $0 | View return |
| 2015 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $427,143 | $0 | View return |
| 2015 | Lucerna Fund | 990PF | Director And VP | 0.25 | $0 | $0 | View return |
| 2015 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2015 | Veterans of Foreign Wars Dept of Ct Trumbull Memorial Post | 990EZ | Chaplain | 5 | $0 | - | View return |
| 2015 | New York Botanical Garden | 990 | Vice Chairma | 1 | $0 | $0 | View return |
| 2014 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $335,461 | $0 | View return |
| 2014 | Lucerna Fund | 990PF | Director And VP | 0.25 | $0 | $0 | View return |
| 2014 | Veterans of Foreign Wars Dept of Ct Trumbull Memorial Post | 990EZ | Jr Vice Commander | 5 | $0 | - | View return |
| 2014 | New York Botanical Garden | 990 | Vice Chairma | 1 | $0 | $0 | View return |
| 2013 | Luesther T Mertz Charitable Trust | 990 | Trustee | 40 | $397,752 | $0 | View return |
| 2013 | Lucerna Fund | 990PF | Vice President | 0.25 | $0 | $0 | View return |
| 2013 | Rice County Steam & Gas Engine Inc | 990 | V Pres | 2 | $0 | $0 | View return |
| 2013 | New York Botanical Garden | 990 | Vice Chairma | 1 | $0 | $0 | View return |
| 2012 | Lucerna Fund | 990PF | Vice President | 0.25 | $0 | $0 | View return |
| 2011 | Lucerna Fund | 990PF | Vice President | 0 | $0 | $0 | View return |
| 2010 | Lucerna Fund | 990PF | Director | 0 | $0 | $0 | View return |