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BERNARD AND ANNE SPITZER CHARITABLE TRUST

NEW YORK, NY · EIN 137298842 · Form 990PF · FY2024 · NTEE T22 · Philanthropy & Grantmaking · Medium ($1M-$10M)
revenue
$7.5M
expenses
$18.4M
net assets
$326.4M
employees
profile · synthesized from sources

The Bernard and Anne Spitzer Charitable Trust is a private foundation based in New York that supports philanthropic initiatives in environmental protection, climate policy, clean energy, arts, and democracy. It primarily funds other nonprofit organizations through substantial grants. The trust focuses on national and global issues while maintaining a strong connection to New York-based cultural institutions.

named programs · 5 · from sources

What they call their work

Clean Industrial Technology Campaign
Supports initiatives advancing clean industrial technologies and state-level climate policy through grants to environmental organizations.
Free Shakespeare in the Park
Provides general operating support to The Public Theater for its Free Shakespeare in the Park program.
Pathways to Accelerating Clean Energy
Funds clean energy innovation and policy development through Third Way Institute.
State Infrastructure Fund
Funds nonprofit capacity-building and organizational development in state-based advocacy groups through Neo Philanthropy.
Trusted Elections Fund
Supports election integrity and democratic resilience through the New Venture Fund.
activities · 9 groups

What they do

  • Climate Change Research and Advocacy Funding 3 activities
    • Funding clean energy and climate policy development
      Funds Third Way Institute for programs focused on accelerating clean energy adoption and shaping climate and energy policy.
    • Funding clean energy grid modernization
      Funds Multiplier for the Clean Grid Initiative, aimed at advancing a decarbonized and resilient electrical grid.
    • Funding clean industrial technology and climate policy
      Funds Clean Air Task Force for clean industrial technology development and state-level climate policy initiatives.
  • Human Rights Advocacy Funding 2 activities
    • Funding democracy protection and governance reform
      Funds The Protect Democracy Project for general purposes, supporting legal, policy, and civic initiatives aimed at protecting democratic institutions and norms.
    • Funding election integrity and democratic resilience
      Funds New Venture Fund for the Trusted Elections Fund, which supports nonpartisan efforts to strengthen election administration and safeguard democratic processes.
  • General Operating Support Grants 1 activity
    • Funding community-based social services
      Funds Educational Alliance Inc for general purposes, supporting its work providing social, educational, and cultural programs to underserved communities in New York.
  • Environmental Conservation Grantmaking 1 activity
    • Funding environmental protection initiatives
      Funds the Jeremy Hannelore Grantham Environmental Trust to support environmental protection efforts.
  • Agricultural Grantmaking and Funding Programs 1 activity
    • Funding judicial reform and sustainable agriculture initiatives
      Funds Rockefeller Philanthropy Advisors for the State Courts Program, focused on equitable justice systems, and the Platform for Agriculture and Climate, supporting climate-resilient farming practices.
  • Performing Arts Production Support 1 activity
    • Funding public access to theater arts
      Funds The Public Theater to support Free Shakespeare in the Park, providing no-cost theatrical performances to the public in New York City.
  • Flexible Grants to Grassroots Organizations 1 activity
    • Funding state-level infrastructure for progressive causes
      Funds Neo Philanthropy for the State Infrastructure Fund, which supports grassroots organizations working on progressive policy change at the state level.
  • Autoimmune Disease Research Funding 1 activity
    • Funding type 1 diabetes research and advocacy
      Funds JDRF (formerly Juvenile Diabetes Research Foundation) for general purposes related to type 1 diabetes research, treatment, and advocacy.
  • Uncategorized 1 activity
    • Funding natural history museum programs
      Funds the American Museum of Natural History to support the Anne & Bernard Spitzer Endowment Fund, which sustains institutional programming and operations.
financials · form 990PF · fy2024
revenue
Total revenue$7.55M
Contributions & grants
Program service revenue
Investment income$1.56M21%
Other revenue$1.76M
expenses
Total expenses$18.41M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$833K
Grants paid out$55.58M
balance sheet
Total assets$326.69M
Cash
Investments
Liabilities
Net assets$326.41M
5 years on record · 2020–2024 · YoY revenue -74.8%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 2
NameTitleHours/wkCompensation
SARA C KAY CEO 35 $585K
MAYA YAEL JAKUBOWICZ COO 35 $248K
board members · 3
  • DANIEL EVAN SPITZER — Trustee
  • ELIOT L SPITZER — Trustee
  • EMILY SPITZER — Trustee
relationships · 12

Who they work with

  • AMERICAN MUSEUM OF NATURAL HISTORY Partner — Funded to support the Anne & Bernard Spitzer Endowment Fund.
  • CLEAN AIR TASK FORCE Partner — Funded for clean industrial technology and state climate policy.
  • EDUCATIONAL ALLIANCE INC Partner — Funded for general purposes.
  • JDRF Partner — Funded for general purposes.
  • JEREMY HANNELORE GRANTHAM ENVIR TRU Partner — Funded for environmental protection.
  • MULTIPLIER Partner — Funded for the Clean Grid Initiative.
  • NEO PHILANTHROPY Partner — Funded for the State Infrastructure Fund.
  • NEW VENTURE FUND Partner — Funded for the Trusted Elections Fund.
  • ROCKEFELLER PHILANTHROPY ADVISORS Partner — Funded for the State Courts Program and the Platform for Agriculture and Climate.
  • THE PROTECT DEMOCRACY PROJECT Partner — Funded for general purposes.
  • THE PUBLIC THEATER Partner — Funded to support Free Shakespeare in the Park.
  • THIRD WAY INSTITUTE Partner — Funded for clean energy acceleration and climate and energy programs.