Nonprofit · EIN 13-7298842
BERNARD AND ANNE SPITZER CHARITABLE TR
Also known as ELIOT L SPITZER
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,549,481 | $73,996,877 | -$66,447,396 | $326,694,856 | $280,151 | $326,414,705 |
| December 31, 2023 | 990-PF | $29,922,110 | $58,528,656 | -$28,606,546 | $403,894,894 | $207,440 | $403,687,454 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,075,532
- Interest
- $481,031
- Net rental income
- -$9,242,767
- Net gain from sales of assets
- $1,759,556
- Other income
- -$2,224,149
Expenses
- Grants and similar amounts paid
- $55,583,747
- Compensation of officers, directors and key employees
- $833,237
- Salaries, compensation and benefits (total)
- $679,633
- Disbursements for charitable purposes
- $57,879,658
Balance sheet and other
- Total assets, start of year
- $403,894,894
- Total assets, end of year
- $326,694,856
- Total liabilities, end of year
- $280,151
- Net assets, end of year
- $326,414,705
- Fair market value of assets
- $655,668,191
- Qualifying distributions
- $57,879,658
- Net investment income
- $7,084,610
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARA C KAY 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | CEO | 35 | $550,412 | $34,500 |
| MAYA YAEL JAKUBOWICZ 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | COO | 35 | $225,750 | $22,575 |
| IAN G PHILP 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $193,350 | $19,335 |
| HANNAH FURSTENBERG-BECKMAN 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $160,282 | $16,028 |
| KATHERINE ADRIAN 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $135,000 | $13,500 |
| GABRIA L FISCHER-SHAY 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $111,000 | $11,100 |
| ISABELA CIGARROA 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $80,000 | $8,000 |
| EMILY SPITZER 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | Trustee | 1 | $0 | – |
| DANIEL EVAN SPITZER 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | Trustee | 1 | $0 | – |
| ELIOT L SPITZER 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | Trustee | 1 | $0 | – |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARA C KAY 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | CEO | 35 | $542,911 | $33,000 |
| HANNAH FURSTENBERG-BECKMAN 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $187,418 | $17,200 |
| IAN G PHILP 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $187,000 | $18,700 |
| DANA C NEWBERRY 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | COO | 35 | $120,878 | $12,088 |
| KATHERINE ADRIAN 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $120,000 | $12,000 |
| GABRIA L FISCHER-SHAY 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $104,000 | $10,400 |
| MAYA YAEL JAKUBOWICZ 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | COO | 35 | $103,021 | $1,791 |
| ISABELA CIGARROA 555 MADISON AVENUE 18TH FLOOR, NEW YORK, NY 100223300 | EE Highest-paid employee | 35 | $75,367 | $4,433 |
| EMILY SPITZER 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | Trustee | 1 | $0 | – |
| ANNE SPITZER 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | Trustee | 1 | $0 | – |
| DANIEL EVAN SPITZER 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | Trustee | 1 | $0 | – |
| ELIOT L SPITZER 555 MADISON AVE 18TH FL, NEW YORK, NY 100223300 | Trustee | 1 | $0 | – |
Address and contacts
- Address (IRS master file)
- 555 MADISON AVE 18TH FLOOR, NEW YORK, NY 10022-3387
- Signed the 990-PF
- ELIOT L SPITZER, Trustee
- Phone
- (212) 757-5462
- Return prepared by
- LEON D ALPERN & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7298842
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $326,694,856
- Income (IRS master file)
- $10,602,902
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,549,481 | $73,996,877 | $326,694,856 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $29,922,110 | $58,528,656 | $403,894,894 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7298842).
Questions about BERNARD AND ANNE SPITZER CHARITABLE TR
- What is the EIN of BERNARD AND ANNE SPITZER CHARITABLE TR?
- The employer identification number (EIN) of BERNARD AND ANNE SPITZER CHARITABLE TR is 13-7298842.
- Is BERNARD AND ANNE SPITZER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BERNARD AND ANNE SPITZER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD AND ANNE SPITZER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD AND ANNE SPITZER CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD AND ANNE SPITZER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERNARD AND ANNE SPITZER CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 7 received compensation from the organization, the highest $550,412 (SARA C KAY, CEO).
- How much revenue does BERNARD AND ANNE SPITZER CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,549,481, expenses of $73,996,877 and total assets of $326,694,856 at year end.
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