Bernard And Anne Spitzer Charitable Tr
- Assets
- $584.2m
- Revenue
- $20.6m
- Investments
- $523.1m
- Employees
- 0
- Location
- New York, NY
- Founding
- 08/2001
- Data as of
- 12/2019
- EIN
- 13-7298842
Organization Overview
Bernard And Anne Spitzer Charitable Tr is located in New York, NY. The organization was established in 2001. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
Since 2019, Bernard And Anne Spitzer Charitable Tr has awarded 167 individual grants totaling $39,856,860. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sara C Kay CEO | 40 | $436,236 | |
Dana C You COO | 40 | $178,350 | |
Jane A Flagel Ee | 40 | $153,048 | |
Jean M Ross Ee | 40 | $136,746 | |
Sarah E French Ee | 40 | $101,678 | |
Gabriella L Fischer-Shay Ee | 40 | $75,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Zoe Hudson | 12/30/19 | $30,000 |
Leon D Alpern & Co | 12/30/19 | $97,300 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,149,811 |
| Dividends & Interest | $3,335,585 |
| Net Rental Income | -$695,479 |
| Net Gain on Sale of Assets | $4,209,920 |
| Capital Gain Net Income | $4,147,766 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$1,044,404 |
| Total Revenue | $20,558,970 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $676,045 |
| Other employee salaries and wages | $490,221 |
| Pension plans, employee benefits | $250,172 |
| Interest | $0 |
| Taxes | $501,128 |
| Depreciation | $4,556,369 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $7,463,547 |
| Total operating and administrative expenses | $14,123,571 |
| Contributions, gifts, grants paid | $39,856,860 |
| Total expenses and disbursements | $53,980,431 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $14,188,758 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,099,951 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $523,141,387 |
| Net Land, buildings, and equipment | $44,980,793 |
| Other assets | $770,083 |
| Total assets | $584,180,972 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $1,553,775 |
| Total liabilities | $1,553,775 |
Grants Awarded
Over the last fiscal year, Bernard And Anne Spitzer Charitable Tr has awarded $39,856,860 in support to 167 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: STATE INFRASTRUCTURE FUND - $1,500,000FOUR FREEDOMS FUND - $525,000 | $2,025,000 |
Washington, DC PURPOSE: GET AMERICA COVERED - $250,000VOTER ENGAGEMENT FUND - $1,000,000REDISTRICTING REFORM PROJECT - $600,000 | $1,850,000 |
Washington, DC PURPOSE: PROTECTING THE STATE - FEDERAL SAFETY NET THROUGH STATE - LEVEL ANALYSIS AND ACTION | $1,500,000 |
Boston, MA PURPOSE: GENERAL PURPOSE - $500,000CLEAN ENERGY PROCUREMENT PROJECT - $150,000MODELING SUPPORT - $416,000 | $1,066,000 |
WILLIAMS J BRENNAN JR CNTR FOR JUST PURPOSE: SPITZER FELLOWS AND GENERAL PURPOSE | $1,050,000 |
VOTER REGISTRATION PROJECT PURPOSE: GENERAL PURPOSE | $1,000,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Bessemer Giving Fund Woodbridge, NJ | $409,066,331 | $210,062,584 |
Starr Foundation New York, NY | $1,224,410,899 | $115,036,092 |
S & G Foundation albany, NY | $1,147,138,007 | $304,610,125 |
Robertson Foundation New York, NY | $0 | $6,750,182 |
Surdna Foundation Inc New York, NY | $997,976,972 | $71,392,126 |
Johnson & Johnson Foundation United States Inc New Brunswick, NJ | $70,221,503 | $91,386,230 |
Quantitative Foundation Philadelphia, PA | $153,731,021 | $21,465,211 |
Paul E Singer Foundation New York, NY | $0 | $7,422,166 |
Bernard And Anne Spitzer Charitable Tr New York, NY | $584,180,972 | $20,558,970 |
Foundation For A Just Society New York, NY | $669,006,896 | $96,141,739 |
The Nathan Cummings Foundation Inc New York, NY | $444,315,012 | $24,977,243 |
Lenfest Foundation Inc Philadelphia, PA | $0 | $1,477,774 |