Bernard and Anne Spitzer Charitable Trust
At a glance
Key takeaways
- Your work fits if your organisation is organised for religious, charitable, scientific, literary or educational purposes, which is the trust's stated condition, and its filings show environmental, democracy, university, health and social-service grants, so a clear link to one of these areas is worth stating.
- Half of its grants to organisations are $25,000 or less and about 8 in 10 fall between $5,000 and $600,000, so a modest request in that band is a realistic starting point, though its largest grant was $10,000,000 and that band is not a ceiling.
- Because 71% of its grant dollars to organisations went to groups it had already funded, repeat giving looms large, so a first approach should be careful and should clearly describe your charitable purpose, which the filing asks for.
- The filing gives no deadlines, so it cannot tell you when to apply, but no geographic focus is stated, so the grants in District of Columbia, New York, Massachusetts and California show where it has given, not who may apply.
- Organisations that are not organised for these purposes should not apply.
Overview
Bernard and Anne Spitzer Charitable Trust is a US private foundation based in New York, NY.
What they fund
Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 12 October 2026.
Priority Areas
The trust says it makes contributions to qualifying exempt corporations, organisations, foundations, institutions or funds organised exclusively for religious, charitable, scientific, literary or educational purposes. Its filings record grants to environmental and clean-energy organisations, democracy and public-interest groups, universities, a natural-history museum, health charities and social-service organisations. Grant descriptions include climate policy, clean energy, election work, public education, cultural activity and medical research, alongside many entries recorded only as general purpose. The trust’s stated terms set broad charitable-purpose and tax-status conditions; the available material does not name a narrower applicant profile or specific geographic eligibility.
Themes
- Religious purposes
- Scientific purposes
- Literary purposes
- Education
Geographic Focus
No geographic focus is stated; the filings show grants mainly in District of Columbia, New York, Massachusetts and California.
How to apply
The filing requests a description of the charitable organisation and its purpose under the cited tax provisions.
Application success factors
- Repeat giving: In its TY2024 filing, 71% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
- Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 546 grants to organisations were $25,000 or less.
Where grants go
From grants to organisations in the foundation’s filings for tax years 2022–2024.
Grant dollars by state
6 other states: 5%
Outside the US or with no state on the filing: 1%
- The largest single recipient received 7% of grant dollars to organisations.
- In tax year 2024, 71% of grant dollars went to organisations Bernard and Anne Spitzer Charitable Trust had funded in earlier filings.
- No grants were paid directly to organisations outside the US.
- 26% of grant dollars went to intermediaries that regrant to other organisations.
Grants
How much do they typically give?
Share of 212 grants in tax year 2024 by size
Median $25,000 (tax year 2024)
The largest grants to organisations in the foundation’s latest filing:
- Jeremy Hannelore Grantham Environmental Trust · Environmental protection$10,000,0002024 tax year
- Clean Air Task Force · General purposeclean industrial technology campaign state climate policy$2,750,0002024 tax year
- JDRF · General purpose$1,700,0002024 tax year
- American Museum of Natural History · Anne & bernard spitzer endowment fund$1,650,0002024 tax year
- Multiplier · Clean grid initiative$1,500,0002024 tax year
- Neo Philanthropy · State infrastructure fund$1,500,0002024 tax year
- Rockefeller Philanthropy Advisors · Cgre: state courts programthe platform for agriculture and climate$1,200,0002024 tax year
- Public Theater · Free shakespeare in the park$1,100,0002024 tax year
Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.
Officers and directors
- Maya Yael Jakubowicz — COO
- Sara C Kay — CEO
- Eliot L Spitzer — Trustee
- Daniel Evan Spitzer — Trustee
- Emily Spitzer — Trustee
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2022 tax year | $57,405,401 | $41,825,371 | $676,690,811 | Filing for 2022 tax year |
| 2023 tax year | $58,528,656 | $39,802,900 | $679,090,523 | Filing for 2023 tax year |
| 2024 tax year | $73,996,877 | $55,583,747 | $655,668,191 | Filing for 2024 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
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At a glance
Applying to Bernard and Anne Spitzer Charitable Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (212) 757-5462
- New York, NY
Applying to Bernard and Anne Spitzer Charitable Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (212) 757-5462
- New York, NY