Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BERNARD AND ANNE SPITZER
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)555 MADISON AVE 18TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-7298842
B Telephone number (see instructions)

(212) 757-5462
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$655,668,191J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 481,031 481,031  
4 Dividends and interest from securities... 1,075,532 1,075,532  
5a Gross rents............ 6,457,511 5,997,664  
b Net rental income or (loss) -9,242,767
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,759,556
b Gross sales price for all assets on line 6a 4,812,977
7 Capital gain net income (from Part IV, line 2)... 1,754,532
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-2,224,149 -2,224,149  
12 Total. Add lines 1 through 11........ 7,549,481 7,084,610  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 833,237     833,237
14 Other employee salaries and wages...... 679,633     679,633
15 Pension plans, employee benefits....... 386,647     386,647
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,303 5,303    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
166,600 166,600    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,259     17,438
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
200,084      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
4,675,697 4,363,604  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
11,425,670 9,982,946   378,956
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,413,130 14,518,453   2,295,911
25 Contributions, gifts, grants paid....... 55,583,747 55,583,747
26 Total expenses and disbursements. Add lines 24 and 25 73,996,877 14,518,453   57,879,658
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -66,447,396
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,586,175 -4,924,724 -4,924,724
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 386,458 216,055 216,055
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 365,621,777 Click to see attachment
List of Attached Documents:
// Content
299,713,973 		610,955,070
14 Land, buildings, and equipment: basis right arrow49,318,366
Less: accumulated depreciation (attach schedule) right arrow17,732,238 34,213,859 Click to see attachment
List of Attached Documents:
// Content
31,586,128 		49,318,366
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
86,625 		Click to see attachment
List of Attached Documents:
// Content
103,424 		Click to see attachment
List of Attached Documents:
// Content
103,424
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 403,894,894 326,694,856 655,668,191
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
207,440 		Click to see attachment
List of Attached Documents:
// Content
280,151
23 Total liabilities (add lines 17 through 22)......... 207,440 280,151
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 403,687,454 326,414,705
29 Total net assets or fund balances (see instructions)..... 403,687,454 326,414,705
30 Total liabilities and net assets/fund balances (see instructions). 403,894,894 326,694,856
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
403,687,454
2
Enter amount from Part I, line 27a .....................
2
-66,447,396
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
337,240,058
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,825,353
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
326,414,705
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,754,532
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 618,561
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 200,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 200,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 200,000
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow200,000 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow(NYS ATTORNEY GENERAL) WWW.CHARITIESNYS.COM
14
The books are in care ofright arrowTHE CHARITABLE TRUST Telephone no.right arrow (212) 757-5462

Located atright arrow555 MADISON AVE 18TH FLOORNEW YORKNY ZIP+4right arrow100223300
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowOC
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EMILY SPITZER Trustee
1.00 		0    
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
DANIEL EVAN SPITZER Trustee
1.00 		0    
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
ELIOT L SPITZER Trustee
1.00 		0    
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
SARA C KAY CEO
35.00 		550,412 34,500  
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
MAYA YAEL JAKUBOWICZ COO
35.00 		225,750 22,575  
555 MADISON AVE 18TH FL
NEW YORK,NY100223300
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
IAN G PHILP EE
35.00 		193,350 19,335  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
GABRIA L FISCHER-SHAY EE
35.00 		111,000 11,100  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
HANNAH FURSTENBERG-BECKMAN EE
35.00 		160,282 16,028  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
KATHERINE ADRIAN EE
35.00 		135,000 13,500  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
ISABELA CIGARROA EE
35.00 		80,000 8,000  
555 MADISON AVENUE 18TH FLOOR
NEW YORK,NY100223300
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
LEON D ALPERN & COMPANY ACCOUNTING 166,600
100 CROSSWAYS PARK DRIVE WEST 401
WOODBURY,NY11797
DANA NEWBERRY CONSULTING 1,438
420 SUGARTOWN ROAD
DEVON,PA19333
KAVITHA MEDIRATTA CONSULTING 16,000
50 PARK TERRACE EAST 8K
NEW YORK,NY10034
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
569,784,490
b
Average of monthly cash balances.......................
1b
-669,275
c
Fair market value of all other assets (see instructions)................
1c
109,030,383
d
Total (add lines 1a, b, and c).........................
1d
678,145,598
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
11,738,622
3
Subtract line 2 from line 1d.........................
3
666,406,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,996,105
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
656,410,871
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
32,820,544
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
32,820,544
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
32,820,544
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
32,820,544
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
32,820,544
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
57,879,658
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
57,879,658
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 32,820,544
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 5,571,143
d From 2022...... 10,790,428
e From 2023...... 8,908,490
f Total of lines 3a through e ........ 25,270,061
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 57,879,658
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 32,820,544
e Remaining amount distributed out of corpus 25,059,114
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 50,329,175
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		50,329,175
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 5,571,143
c Excess from 2022.... 10,790,428
d Excess from 2023.... 8,908,490
e Excess from 2024.... 25,059,114
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FUND MANAGERS
555 MADISON AVE 18TH FLOOR
NEW YORK,NY100223300
(212) 757-5462
bThe form in which applications should be submitted and information and materials they should include:
DESCRIPTION OF CHARITABLE ORGANIZATION AND PURPOSE UNDER IRC SECTIONS 170(C), 2522(A) AND 2055(A).
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE TRUST MAKES CONTRIBUTIONS TO CORPORATIONS, ORGANIZATIONS, FOUNDATIONS, INSTITUTIONS OR FUNDS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, WHICH ARE THEMSELVES QUALIFYING EXEMPT ORGANIZATIONS, PURSUANT TO ARTICLE 4(A) OF ITS CERTIFICATE OF INCORPORATION.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
AMERICAN MUSEUM OF NATURAL HISTORY


200 CENTRAL PARK WEST
NEW YORK,NY10004 		NONE EXEMPT ANNE & BERNARD SPITZER ENDOWMENT FUND 1,650,000
FRESH AIR FUND


633 THIRD AVENUE 14TH FL
NEW YORK,NY10017 		NONE EXEMPT GENERAL PURPOSE 3,000
THE METROPOLITAN MUSEUM OF ART


1000 5TH AVENUE
NEW YORK,NY10028 		NONE EXEMPT GENERAL PURPOSE 20,000
SCENIC HUDSON


ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE,NY12601 		NONE EXEMPT GENERAL PURPOSE 50,000
GRAND STREET SETTLEMENT


80 PITT ST
NEW YORK,NY10002 		NONE EXEMPT SECOND CENTURY CAPITAL CAMPAIGN 200,000
THE PUBLIC THEATER


425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE EXEMPT FREE SHAKESPEARE IN THE PARK 1,100,000
PASSTHRU CONTRIBUTIONS FROM K-1


730 FIFTH AVE 2202
NEW YORK,NY10019 		NONE EXEMPT GENERAL PURPOSE 247
CENTRAL PARK CONSERVANCY


14 EAST 60TH ST 8TH FLOOR
NEW YORK,NY10022 		NONE EXEMPT GENERAL PURPOSE 20,000
US-AFRICA CHILDREN'S FELLOWSHIP


475 14TH STREET
BROOKLYN,NY11215 		NONE EXEMPT GENERAL PURPOSE 50,000
BROOKLYN COMMUNITY SERVICES


100 PENNSYLVANIA AVE
BROOKLYN,NY11207 		NONE EXEMPT GENERAL PURPOSE 3,000
PLANNED PARENTHOOD FEDERATION OF AM


550 E MAIN ST
RIVERHEAD,NY11901 		NONE EXEMPT GENERAL PURPOSE 4,500
YESHIVA KTANA OF PASSAIC


1 MAIN AVENUE
PASSAIC,NJ07055 		NONE EXEMPT GENERAL PURPOSE 20,000
ALLIANCE FOR JUSTICE


11 DUPONT CIRCLE NW STE 500
WASHINGTON,DC20036 		NONE EXEMPT JUSTICE PROGRAM 200,000
ANOTHER STEP


706 EXECUTIVE BLVD
VALLEY COTTAGE,NY10989 		NONE EXEMPT GENERAL PURPOSE 50,000
THE ARC FOUNDATION OF ROCKLAND COUN


25 HEMLOCK DRIVE
CONGERS,NY10920 		NONE EXEMPT GENERAL PURPOSE 300,000
REPRIEVE US


PO BOX 3657
NEW YORK,NY10174 		NONE EXEMPT GENERAL PURPOSE 295,000
BREAD FOR THE CITY


1525 SEVENTH STREET NW
WASHINGTON,DC20001 		NONE EXEMPT GENERAL PURPOSE 25,000
DOCTORS WITHOUT BORDERS USA


40 RECTOR STREET 16TH FL
NEW YORK,NY10006 		NONE EXEMPT GENERAL PURPOSE 14,500
EARTHWATCH INSTITUTE


1380 SOLDIERS FIELD RD 2ND FLOOR
BOSTON,MA02135 		NONE EXEMPT GENERAL PURPOSE 15,000
JAWONIO FOUNDATION


260 NORTH LITTLE TOR RD
NEW CITY,NY10956 		NONE EXEMPT GENERAL PURPOSE 5,000
JCC ROCKLAND


450 W NYACK RD
WEST NYACK,NY10994 		NONE EXEMPT GENERAL PURPOSE 25,000
MEALS ON WHEELS PROG SVCS ROCKLAND


121 W NYACK RD SUITE 9
NANUET,NY10954 		NONE EXEMPT GENERAL PURPOSE 25,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY


733 3RD AVE
NEW YORK,NY10017 		NONE EXEMPT GENERAL SUPPORT FOR THE NYC - SOUTHERN NEW YORK CHAPTER 20,000
AMERICAN FDN FOR SUICIDE PREVENTION


199 WATER STREET 11TH FLOOR
NEWYORK,NY10038 		NONE EXEMPT GENERAL PURPOSE 10,000
VIOLENCE POLICY CENTER


1025 CONNECTICUT AVE NW SUITE 1210
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 25,000
WASHINGTON LEGAL CLINIC FOR THE HOM


1200 U ST NW 3RD FLOOR
WASHINGTON,DC20009 		NONE EXEMPT GENERAL PURPOSE 400,000
WORLD WILDLIFE FUND


1250 24TH ST NW
WASHINGTON,DC20037 		NONE EXEMPT GENERAL PURPOSE 25,000
CHAI LIFELINE


151 WEST 30TH STREET 3RD FLOOR
NEW YORK,NY10001 		NONE EXEMPT GENERAL PURPOSE 36,000
THE CORAL REEF ALLIANCE


548 MARKET ST STE 29802
SAN FRANCISCO,CA94104 		NONE EXEMPT GENERAL PURPOSE 10,000
DC CENTRAL KITCHEN


425 2ND STREET NW
WASHINGTON,DC20001 		NONE EXEMPT GENERAL PURPOSE 50,000
INTERNATIONAL RESCUE COMMITTEE


122 EAST 42ND STREET
NEW YORK,NY10168 		NONE EXEMPT GENERAL PURPOSE 25,000
MARTHA'S TABLE


2375 EVANS RD SE
WASHINGTON,DC20020 		NONE EXEMPT GENERAL PURPOSE 25,000
MASSACHUSETTS GENERAL HOSPITAL


55 FRUIT STREET
BOSTON,MA02467 		NONE EXEMPT CENTER FOR LAW, BRAIN & BEHAVIOR 100,000
MIDDLEBURY COLLEGE


14 OLD CHAPEL RD
MIDDLEBURY,VT05753 		NONE EXEMPT GENERAL PURPOSE 20,000
OCEAN CONSERVANCY


1300 19TH STREET NW 8TH FL
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 10,000
PROTEUS FUND


15 RESEARCH DRIVE SUITE B
AMHERST,MA01002 		NONE EXEMPT PIPER FUND 500,000
REEF ENVIROMENTAL EDUCATION FOUNDAT


PO BOX 370246
KEY LARGO,FL33037 		NONE EXEMPT GENERAL PURPOSE 10,000
THE CAMPAIGN FOR FAIR SENTECING OF


1319 F STREET NW SUITE 303
WASHINGTON,DC20004 		NONE EXEMPT GENERAL PURPOSE 5,000
MICHAEL J FOX FDN FOR PARKINSON'S R


GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163 		NONE EXEMPT GENERAL PURPOSE 250,000
REGENT OF THE UNIV OF CAL AT SAN DI


9500 GILMAN DR
LA JOLLA,CA92093 		NONE EXEMPT SPINAL CORD INJURY RESEARCH PROGRAM 275,000
WARRIOR-SCHOLAR PROJECT


1012 14TH STREET NW STE 1200
WASHINGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 10,000
WASH LAWY CMTE FOR CIVIL RTS URB AF


700 14TH ST NW STE 400
WASHINGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 25,000
AMERICAN CONSTITUTION SOCIETY


1899 L STREET NW 2ND FLOOR
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 500,000
BIPARTISAN POLICY CENTER


1225 EYE STREET NW SUITE 1000
WASHINGTON,DC20005 		NONE EXEMPT ENERGY PROGRAM 500,000
CENTER FOR CLIMATE AND ENERGY SOLUT


3100 CLARENDON BLVD SUITE 800
ARLINGTON,VA22201 		NONE EXEMPT NET-ZERO PATHWAYS 500,000
CITIZENS FOR RESPONS AND ETHICS IN


1331 F ST NW STE 900
WASHINGTON,DC20004 		NONE EXEMPT GENERAL PURPOSE 600,000
CLEAN AIR TASK FORCE


114 STATE STREET 6TH FLOOR
BOSTON,MA02109 		NONE EXEMPT GENERAL PURPOSECLEAN INDUSTRIAL TECHNOLOGY CAMPAIGN STATE CLIMATE POLICY 2,750,000
CONSTITUTIONAL ACCOUNTABILITY CENTE


1200 18TH STREET NW SUITE 501
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 500,000
GREAT PLAINS INST FOR SUSTAINABLE D


2801 21ST AVE S SUITE 220
MINNEAPOLIS,MN55407 		NONE EXEMPT GENERAL PURPOSE 250,000
HUMANE RESCUE ALLIANCE


71 OGLETHORPE ST NW
WASHINGTON,DC20011 		NONE EXEMPT GENERAL PURPOSE 15,000
INTERIM HOUSE INC


CENTER SQ E 1500 MARKET STREET
PHILADELPHIA,PA19102 		NONE EXEMPT GENERAL PURPOSE 6,000
KEEP ROCKLAND BEAUTIFUL


120-126 NORTH MAIN ST 2ND FL ANNEX
NEW CITY,NY10956 		NONE EXEMPT GENERAL PURPOSE 10,000
LEGAL ACTION CHICAGO


120 S LASALLE STREET SUITE 900
CHICAGO,IL60603 		NONE EXEMPT GENERAL PURPOSE 20,000
LEGAL AID SOCIETY OF DC


1331 H STREET NW STE 350
WASHINGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 85,000
MAZON A JEWISH RESPONSE TO HUNGER


10850 WILSHIRE BLVD SUITE 400
LOS ANGELES,CA90024 		NONE EXEMPT GENERAL PURPOSE 25,000
NATIONAL SECURITY ARCHIVE FUND


2130 H STREET NW STE 701
WASHINGTON,DC20037 		NONE EXEMPT GENERAL PURPOSE 350,000
NEO PHILANTHROPY


45 W 36TH STREET 6TH FLOOR
NEW YORK,NY10018 		NONE EXEMPT STATE INFRASTRUCTURE FUND 1,500,000
NY PUBLIC INTEREST RESEARCH GROUP F


9 MURRAY STREET LOWER LEVEL
NEW YORK,NY10007 		NONE EXEMPT GENERAL PURPOSE 50,000
NEW YORK UNIVERSITY


22 WASHINGTON SQUARE NORTH
NEW YORK,NY10011 		NONE EXEMPT INSTITUTE FOR POLICY INTEGRITY AT NYU SCHOOL OF LAW THE STATE AND LOCAL ENFORCEMENT PROJECT 350,000
NORTH BROOKLYN ANGELS


127 KENT ST
BROOKLYN,NY11222 		NONE EXEMPT GENERAL PURPOSE 5,000
MONTEFIORE NYACK HOSPITAL FOUNDATIO


160 N MIDLAND AVE
NYACK,NY10960 		NONE EXEMPT GENERAL PURPOSE 25,000
PENGUIN PLAYERS LTD


PO BOX 91
STONY POINT,NY10980 		NONE EXEMPT GENERAL PURPOSE 25,000
PROJECT ON GOVERNMENT OVERSIGHT


1100 13TH STREET STE 800
WASHNGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 600,000
PUPPIES BEHIND BARS


263 W 38TH ST
NEW YORK,NY10018 		NONE EXEMPT GENERAL PURPOSE 3,000
RIVERDALE FRIENDS OF HATZALAH INC


3755 HENRY HUDSON PKWY
BRONX,NY10463 		NONE EXEMPT COMMUNITY SERVICE HUB CAPITAL CAMPAIGN 100,000
THE BREAKTHROUGH INSTITUTE


436 14TH STREET SUITE 820
OAKLAND,CA94612 		NONE EXEMPT GENERAL PURPOSE 500,000
THICH NHAT HANH FOUNDATION


2499 MELRU LANE
ESCONDIDO,CA92026 		NONE EXEMPT GENERAL PURPOSE 25,000
THIRD WAY INSTITUTE


1025 CONNECTICUT AVE NW SUITE 400
WASHINGTON,DC20036 		NONE EXEMPT PATHWAYS TO ACCELERATING CLEAN ENERGYCLIMATE AND ENERGY PROGRAM 1,000,000
TZEDEK DC


4340 CONNECTICUT AVE NW
WASHINGTON,DC20008 		NONE EXEMPT GENERAL PURPOSE 9,000
WHEDCO


50 EAST 168TH STREET
BRONX,NY10452 		NONE EXEMPT GENERAL PURPOSE 15,000
WORLD RESOURCES INSTITUTE


10 G STREET NE SUITE 800
WASHINGTON,DC20002 		NONE EXEMPT ADVANCING THE CLEAN ENERGY TRANSITION 500,000
ACTIVATE GLOBAL INC


2600 10TH ST STE 300
Berkeley,CA94710 		NONE EXEMPT GENERAL PURPOSE 250,000
AMERICAN OVERSIGHT


1030 15th St NW
Washington,DC20005 		NONE EXEMPT GENERAL PURPOSE 550,000
BROOKLYN ACADEMY OF MUSIC INC


30 Lafayette Ave
Brooklyn,NY11217 		NONE EXEMPT GENERAL PURPOSE 15,000
CHURCHES UNITED FOR FAIR HOUSING


7 Marcus Garvey Blvd
Brooklyn,NY11206 		NONE EXEMPT GENERAL PURPOSE 2,500
COMMITTEE TO PROTECT JOURNALISTS


PO BOX 2675
New York,NY10108 		NONE EXEMPT GENERAL PURPOSE 25,000
ENVIRONMENTAL AND ENERGY STUDY INST


1020 19th Street NW Suite 400
Washington,DC20036 		NONE EXEMPT GENERAL PURPOSE 300,000
ENVIRONMENTAL DEFENSE FUND


257 PARK AVE 16TH FL
New York,NY10010 		NONE EXEMPT ADVANCING A SCIENCE TO ACTION STRATEGY FOR SOLAR RADIATION MODIFICATION. 500,000
GALAPAGOS CONSERVANCY


11150 Fairfax Blvd 408
Fairfax,VA22030 		NONE EXEMPT GENERAL PURPOSE 5,000
HUMAN RIGHTS FIRST


75 Broad St 31st Floor
New York,NY10004 		NONE EXEMPT GENERAL PURPOSE 10,000
AKASHINGA INTL ANTI-POACHING FOUNDA


100 NORTH 18TH STREET STE 300
PHILADELPHIA,PA19103 		NONE EXEMPT GENERAL PURPOSE 15,000
JDRF


200 VESEY STREET 28TH FLOOR
New York,NY10281 		NONE EXEMPT GENERAL PURPOSE 1,700,000
THE KELLERMANN FOUNDATION


PO Box 832809
Richardson,TX75083 		NONE EXEMPT KISHNDA SCHOOLBWINDI COMMUNITY HOSPITAL 452,000
NUCLEAR INNOVATION ALLIANCE


56 OLIVER DR
BREWSYTER,MA02631 		NONE EXEMPT GENERAL PURPOSE 500,000
REPORTERS COMM FOR FREEDOM OF THE P


1156 15th St NW STE 1020
Washington,DC20005 		NONE EXEMPT GENERAL PURPOSE 10,000
THE GERMAN MARSHALL FUND OF THE US


1744 E STREET NW
Washington,DC20009 		NONE EXEMPT ALLIANCE FOR SECURING DEMOCRACY 550,000
THE HOPEWELL FUND


1828 L ST NW STE 300d
Washington,DC20036 		NONE EXEMPT ARTICLE V PUBLIC EDUCATION CAMPAIGN 600,000
THE NATIONAL HEALTH LAW PROGRAM INC


3701 WILSHIRE BLVD
LOS ANGELES,CA90010 		NONE EXEMPT INTERNSHIP ENFORCEMENT & LITIGATION SUPPORT FOR STATE-BASED ADVOCATES 780,000
CAMPAIGN LEGAL CENTER INC


1101 14TH ST NW 400
WASHINGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 300,000
CARBON 180


1140 3RD ST NE
WASHINGTON,DC20002 		NONE EXEMPT GENERAL PURPOSE 250,000
CENTER FOR ELECTION INNOVATION RESE


1120 CONNECTICUT AVE NW STE 1040
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 150,000
CLIMATEWORKS FOUNDATION


235 MONTGOMERY ST 13TH FL
SAN FRANCISCO,CA94104 		NONE EXEMPT COMMUNITY FORWARD DAC IMPLEMENATION IN CALIFORNIA 250,000
ELEPHANT COOPERATION


110 E AVENIDA PALIZADA 301
SAN CLEMENTE,CA92672 		NONE EXEMPT COMMUNITY COMMERCE & SUSTAINABILITY - COMACO 15,000
GEORGETOWN UNIVERSITY


600 NEW JERSEY AVE NW
WASHINGTON,DC20001 		NONE EXEMPT INSTITUTE FOR CONSTITUTIONAL ADVOCACY AND PROTECTION GEORGETOWN LAW SCHOOL 425,000
LAWYERS ALLIANCE FOR NEW YORK


171 MADISON AVE 9TH FL
NEW YORK,NY10016 		NONE EXEMPT GENERAL PURPOSE 15,000
LEAGUE OF WOMEN VOTERS EDUCATION FU


1233 20TH ST NW STE 500
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 450,000
NATIONAL JEWISH HEALTH


10 E 102ND ST
NEW YORK,NY10029 		NONE EXEMPT GENERAL PURPOSE 25,000
NEW VENTURE FUND


1828 L STREET NW STE 300a
WASHINGTON,DC20036 		NONE EXEMPT TRUSTED ELECTIONS FUND 970,000
NORTH BROOKLYN PARKS ALLIANCE


86 KENT AVE
BROOKLYN,NY11249 		NONE EXEMPT GENERAL PURPOSE 25,000
PRINCETON REACH OUT


1192 PARK AVENUE
NEW YORK,NY10128 		NONE EXEMPT GENERAL PURPOSE 35,000
SHELDRICK WILDLIFE TRUST USA


25283 CABOT RD STE 101
LAGUNA HILLS,CA92653 		NONE EXEMPT GENERAL PURPOSE 15,000
SOUTHERN COALITION FOR SOCIAL JUSTI


1415 W NORTH CAROLINA HWY54 STE 101
DURHAM,NC27707 		NONE EXEMPT SCSJ VOTING RIGHTS PROGRAM 400,000
SPECIAL OLYMPICS INC


1133 19TH ST NW
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 10,000
THE ENERGY FOR GROWTH HUB


1015 15TH STREET NW 6TH FLOOR
WASHINGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 500,000
TRUSTEES OF COLUMBIA UNIVERSITY IN


622 WEST 113TH STREET
NEW YORK,NY10025 		NONE EXEMPT LAMONT-DOHERTY'S HUDSON RIVER FIELD STATION CGEP NUCLEAR AND CARBON MGMT PROJECTSABIN CENTER FOR CLIMATE CHANGE AT COLUMBIA LAW SCHOOL 800,000
COMMON CAUSE EDUCATION FUND


805 15TH STREET NW 8TH FLOOR
WASHINGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 600,000
RESOURCES FOR THE FUTURE


1616 P ST NW SUITE 600
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 400,000
THE STISSING CENTER


PO BOX 1024
PINE PLAINS,NY12567 		NONE EXEMPT GENERAL PURPOSE 200,000
AMALGAMATED CHARITABLE FOUNDATION


1825 K STREET NW
WASHINGTON,DC20006 		NONE EXEMPT #HALFMYDAF 20,000
CENTER FOR CIVIC DESIGN INC


5443 TATES BANK RD
CAMBRIDGE,MD21613 		NONE EXEMPT GENERAL PURPOSE 200,000
CENTER FOR TECHNOLOGY AND CIVIC


233 N MICHIGAN AVE STE 1800
CHICAGO,IL60601 		NONE EXEMPT GENERAL PURPOSE 500,000
COMMUNITY HELP IN PARK SLOPE


200 4TH AVE
BROOKLYN,NY11217 		NONE EXEMPT GENERAL PURPOSE 3,000
FRIENDS OF STISSING LANDMARKS INC


PO BOX 37
PINE PLAINS,NY12567 		NONE EXEMPT GENERAL PURPOSE 25,000
HARLEM VALLEY RAIL TRAIL ASSOCIATIO


PO BOX 356
MILLERTON,NY12546 		NONE EXEMPT GENERAL PURPOSE 10,000
THE SARARA FOUNDATION


1031 33RD STREET
DENVER,CO80205 		NONE EXEMPT FBO RETITI ELEPHANT SANCTUARY 15,000
NATURAL AREAS CONSERVANCY


1234 FIFTH AVENUE
NEW YORK,NY10029 		NONE EXEMPT GENERAL PURPOSE 10,000
FURNISHHOPEDC


1640 GOOD HOPE RD
WASHINGTON,DC20020 		NONE EXEMPT GENERAL PURPOSE 20,000
GOOD ENERGY COLLECTIVE


2108 N ST STE 8006
SACRAMENTO,CA95816 		NONE EXEMPT GENERAL PURPOSE 250,000
HOSPITAL FOR SPECIAL SURGERY


535 EAST 70TH STREET
NEW YORK,NY10021 		NONE EXEMPT TOTAL ANKLE REPLACEMENT RESEARCH ACCELERATOR PROGRAM 200,000
KAPLEN JCC ON THE PALISADES


411 E CLINTON AVE
TENAFLY,NJ07670 		NONE EXEMPT GENERAL PURPOSE 20,000
NATIONAL GEOGRAPHIC SOCIETY


1145 17TH STREET NW
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 5,000
NEW YORK ZEN CENTER FOR CONTEMPLATI


119 W 23RD ST SUITE 401
NEW YORK,NY10011 		NONE EXEMPT GENERAL PURPOSE 15,000
OCEAN VISIONS


1019-B EDWARDS FERRY RD 1024
LEESBURG,VA20176 		NONE EXEMPT GENERAL PURPOSE 400,000
SILVERLINING INC


500 N CAPITOL ST NW STE 2
WASHINGTON,DC20001 		NONE EXEMPT GENERAL PURPOSE 400,000
STATES UNITED DEMOCRACY CENTER


1101 17TH ST NW
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 700,000
THE BRIGID ALLIANCE


PO BOX 58 PLANETARIUM STATION
NEW YORK,NY10024 		NONE EXEMPT GENERAL PURPOSE 15,000
UNIVERSITY OF WISCONSIN FOUNDATION


1848 UNIVERSITY AVE
MADISON,WI53726 		NONE EXEMPT GENERAL PURPOSE 10,000
VENTURE FOUNDATION


228 EAST ROUTE 59 SUITE 118
NANUET,NY10954 		NONE EXEMPT GENERAL PURPOSE 5,000
SCHOOL YEAR ABROAD


120 WATER ST SUITE 310
NORTH ANDOVER,MA01845 		NONE EXEMPT GENERAL PURPOSE 10,000
THE BOARD OF REGENTS OF UNIV OF WIS


1220 LINDEN DR
MADISON,WI53706 		NONE EXEMPT STATE DEMOCRACY RESEARCH INITIATIVE 350,000
ALL VOTING IS LOCAL


PO BOX 33727
WASHINGTON,DC20033 		NONE EXEMPT GENERAL PURPOSE 650,000
BLUEFIELD PROJECT TO CURE FRONTOTEM


637 CAROLINA ST
SAN FRANCISCO,CA94107 		NONE EXEMPT GENERAL PURPOSE 6,000
CENTER FOR ALT SENTENCING EMPLOY SV


151 LAWRENCE STREET 3RD FLOOR
BROOKLYN,NY11201 		NONE EXEMPT GENERAL PURPOSE 12,000
CENTER FOR SAFETY CHANGE INC


9 JOHNSONS LN
NEW CITY,NY10956 		NONE EXEMPT GENERAL PURPOSE 10,000
DANBURY RAILWAY MUSEUM INC


120 WHITE ST
DANBURY,CT06810 		NONE EXEMPT GENERAL PURPOSE 10,000
DEMOCRACY FORWARD FOUNDATION


PO BOX 34553
WASHINGTON,DC20043 		NONE EXEMPT GENERAL PURPOSE 500,000
FOOD BANK FOR NEW YORK CITY


PO BOX 715475
PHILADELPHIA,PA19171 		NONE EXEMPT GENERAL PURPOSE 3,750
FREE AND FAIR LITIGATION GROUP


266 W 37TH STREET 20TH FLOOR
NEW YORK,NY10036 		NONE EXEMPT GENERAL PURPOSE 250,000
GUNUNG PALUNG ORANGUTAN CONSERVATIO


9901 BRODIE LANE SUITE 160 816
AUSTIN,TX78748 		NONE EXEMPT ORANGUTAN STUDY PROGRAM 20,000
INSTITUTE FOR STRATEGIC DIALOGUE -


1032 15TH ST NW STE 285
WASHINGTON,DC20005 		NONE EXEMPT GENERAL PURPOSE 300,000
MULTIPLIER


548 MARKET ST PMB 81178
SAN FRANCISCO,CA94104 		NONE EXEMPT CLEAN GRID INITIATIVE 1,500,000
OUR AMERICAN FUTURE FOUNDATION


PO BOX 34491
WASHINGTON,DC20043 		NONE EXEMPT NERVE CENTER PROJECT 10,000
PROJECT INNERSPACE


68 HARRISON AVE STE 605 PMB 99590
BOSTON,MA02111 		NONE EXEMPT GENERAL PURPOSE 500,000
PUBLIC RIGHTS PROJECT


490 43RD ST UNIT 115
OAKLAND,CA94609 		NONE EXEMPT ELECTION PROTECTION HUB 250,000
RIO GRANDE INTERNATIONAL STUDY CENT


1 WEST END WASHINGTON ST P-11
LAREDO,TX78040 		NONE EXEMPT GENERAL PURPOSE 3,000
ROCKEFELLER PHILANTHROPY ADVISORS


120 BROADWAY SUITE 3475
NEW YORK,NY10271 		NONE EXEMPT CGRE: STATE COURTS PROGRAMTHE PLATFORM FOR AGRICULTURE AND CLIMATE 1,200,000
SD FOUNDATION


2508 HISTORIC DECATUR RD STE 200
SAN DIEGO,CA92106 		NONE EXEMPT GENERAL PURPOSE 400,000
SPARK CLIMATE SOLUTIONS


182 HOWARD ST STE 150
SAN FRANCISCO,CA94105 		NONE EXEMPT GENERAL PURPOSE 500,000
THE NEW WORLD FOUNDATION


627 WEST END AVENUE
NEW YORK,NY10024 		NONE EXEMPT PARTNERS FOR CLIMATE ACTION HUDSON VALLEY 25,000
THE TRUSTEES OF PRINCETON UNIVERSIT


100 OVERLOOK CENTER SUITE 300
PRINCETON,NJ08540 		NONE EXEMPT BRIDGING DIVIDES INITIATIVE 300,000
UNITED NATIONS FOUNDATION


PO BOX 96619
WASHINGTON,DC20090 		NONE EXEMPT US CLIMATE ALLIANCE 250,000
WASHINGTON MONTHLY CORPORATION


1200 18TH STREET NW SUITE 330
WASHINGTON,DC20036 		NONE EXEMPT GENERAL PURPOSE 15,000
WINDWARD FUND


1828 L STREET NW SUITE 300-C
WASHINGTON,DC20036 		NONE EXEMPT CLEAN TOMORROW 300,000
BROOKLYN SERVICE ASSOCIATION INC


151 LAWRENCE ST 4TH FLOOR
BROOKLYN,NY11201 		NONE EXEMPT GENERAL PURPOSE 15,000
AFRICAN SERVICES COMMITTEE INC


429 WEST 127TH STREET
NEW YORK,NY10027 		NONE EOF GENERAL PURPOSE 20,000
AMICA CENTER


1025 CONNECTICUT AVENUE NW STE 701
WASHINGTON,DC20036 		NONE EOF GENERAL PURPOSE 25,000
BROOKLYN ORG


80 HANSON ENGAGEMENT 5TH FLOOR
BROOKLYN,NY11217 		NONE EOF GENERAL PURPOSE 3,000
BROOKLYN RESCUE MISSION INC


255 BAINBRIDGE STREET
BROOKLYN,NY11233 		NONE EOF GENERAL PURPOSE 3,000
CARBON CONTAINMENT LAB INC


83-87 AUDUBON STREET
NEW HAVEN,CT06510 		NONE EOF GENERAL PURPOSE 500,000
CASCADE CLIMATE


77 HIGHLAND RD
SOMERVILLE,MA02144 		NONE EOF GENERAL PURPOSE 500,000
CENTER FOR ARCHITECTURE


536 LAGUARDIA PLACE
NEW YORK,NY10012 		NONE EOF GENERAL PURPOSE 1,000
CHESAPEAKE CLIMATE ACTION NETWORK


PO BOX 11138
TAKOMA PARK,MD20913 		NONE EOF BUILDING SUPPORT FOR FEDERAL SRM RESEARCH 300,000
CITY DOGS CITY KITTIES RESCUE


1812 1/2 11TH ST NW
WASHINGTON,DC20001 		NONE EOF GENERAL PURPOSE 10,000
COMMISSION SHIFT


212 FLORES AVE
LAREDO,TX78040 		NONE EOF GENERAL PURPOSE 15,000
COVENANT HOUSE INTERNATIONAL


5 PENN PLAZA
NEW YORK,NY10001 		NONE EOF GENERAL PURPOSE 1,000
DELAWARE RIVERKEEPER NETWORK


925 CANAL STREET
BRISTOL,PA19007 		NONE EOF GENERAL PURPOSE 3,000
DIGITAL HARBOR FOUNDATION INC


1045 LIGHT ST
BALTIMORE,MD21230 		NONE EOF RENAISSANCE PHILANTHROPY (ARC INITIATIVE) 250,000
EDUCATIONAL ALLIANCE INC


197 EAST BROADWAY
NEW YORK,NY10002 		NONE EOF GENERAL PURPOSE 1,000,000
EMPIRE STATE RIDE


PO BOX 644
BUFFALO,NY14240 		NONE EOF BIKE RIDE 10,000
ENVISION FREEDOM FUND


81 COURT STREET 6TH FLOOR
BROOKLYN,NY11201 		NONE EOF GENERAL PURPOSE 4,500
FARM ARTS COLLECTIVE INC


38 HICKORY LANE
DAMASCUS,PA18415 		NONE EOF GENERAL PURPOSE 15,000
FRIENDS OF BUSHWICK INLET PARK INC


131 CALYER ST
BROOKLYN,NY11222 		NONE EOF GENERAL PURPOSE 2,500
GREENWICH HOUSE INC


27 BARROW STREET
NEW YORK,NY10014 		NONE EOF GENERAL PURPOSE 4,500
HIAS


333 7TH AVE 16TH FLOOR
NEW YORK,NY10001 		NONE EOF GENERAL PURPOSE 3,000
INDIGENOUS WOMEN RISING


PO BOX 7475
ALBUQUERQUE,NM87194 		NONE EOF GENERAL PURPOSE 6,000
INSTITUTE FOR GOVERNANCE SUSTAINABL


5800 MACARTHUR BLVD
NW WASHINGTON,DC20016 		NONE EOF GENERAL PURPOSESUPPORT FOR CLIMATE ENGINEERING TECHNICAL REVIEW 550,000
IRAN HUMAN RIGHTS DOCUMENTATION CEN


3220 N STREET NW STE 357
WASHINGTON,DC20007 		NONE EOF GENERAL PURPOSE 5,000
JEREMY HANNELORE GRANTHAM ENVIR TRU


53 STATE STREET SUITE 3300
BOSTON,MA02109 		NONE EOF ENVIRONMENTAL PROTECTION 10,000,000
JERSEY CITY POLICE ATHLETIC LEAGUE


163 OLD BERGEN RD
JERSEY CITY,NJ07305 		NONE EOF GENERAL PURPOSE 60,000
KENT SCHOOL


6788 WILKINS LANE
CHESTERTOWN,MD21620 		NONE EOF GENERAL PURPOSE 30,000
LUNCHBOX FUND


PO BOX 10
NEW YORK,NY10276 		NONE EOF GENERAL PURPOSE 10,000
MAGDI YACOUB GLOBAL HEART FOUNDATIO


1448 TWELVE OAKS CT
ALAMO,CA94507 		NONE EOF GENERAL PURPOSE 20,000
MAKE THE ROAD NEW YORK


PO BOX 73
BRENTWOOD,NY11717 		NONE EOF GENERAL PURPOSE 26,000
MANNA FOODBANK INC


99 BROADPOINTE DRIVE
MILLS RIVER,NC28759 		NONE EOF GENERAL PURPOSE 7,500
MESIVTA OF CLIFTON


36 BARRY PL
PASSAIC,NJ07055 		NONE EOF GENERAL PURPOSE 16,000
NATIONAL NETWORK OF ABORTION FUNDS


9450 SW GEMINI DR PMB 16009
BEAVERTON,OR97008 		NONE EOF GENERAL PURPOSE 9,000
NATIONAL WOMEN'S HEALTH NETWORK INC


1413 K ST NW STE 400
WASHINGTON,DC20005 		NONE EOF GENERAL PURPOSE 3,000
NEIGHBORS ALLIED FOR GOOD GROWTH


2094 FULTON ST
BROOKLYN,NY11233 		NONE EOF GENERAL PURPOSE 10,000
NEW YORK STEM CELL FOUNDATION


619 W 54TH ST FLOOR 3
NEW YORK,NY10019 		NONE EOF GENERAL PURPOSE 5,000
NGO-ISAC


PO BOX 150684
ALEXANDRIA,VA22315 		NONE EOF CYBER SECURITY RESILIENCE FOR DEMOCRACY NGOS 300,000
NORTH MAIN STREET FUND


PO BOX 235
SAYVILLE,NY11782 		NONE EOF STATE DEMOCRACY DEFENDERS FUND 400,000
OCEAN FOUNDATION


1320 19TH ST NW SUITE 401
WASHINGTON,DC20036 		NONE EOF GENERAL PURPOSE 10,000
OVERLOOK FOOD AWARENESS RESOURCE OF


216 WACHUSETT STREET
RUTLAND,MA01543 		NONE EOF GENERAL PURPOSE 3,750
PAL-PET ALIVE LAREDO


PO BOX 450875
LAREDO,TX78045 		NONE EOF GENERAL PURPOSE 9,000
PIERMONT PUBLIC LIBRARY


25 FLYWHEEL OARK
PIERMONT,NY10968 		NONE EOF GENERAL PURPOSE 25,000
PINE PLAINS LOCAL JOURNALISM PROJEC


PO BOX 1038
PINE PLAINS,NY12567 		NONE EOF GENERAL PURPOSE 25,000
PLAYGROUND NYC


33 PARK PL 350
NEW YORK,NY10007 		NONE EOF GENERAL PURPOSE 15,000
POLICY IMPACT


127 UNIVERSITY AVE
BERKELEY,CA94710 		NONE EOF DEMOCRACY COMMUNICATIONS FUND 400,000
REGIONAL FOOD BANK


965 ALBANY-SHAKER ROAD
LATHAM,NY12110 		NONE EOF GENERAL PURPOSE 20,000
RURAL MIGRANT MINISTRY INC


PO BOX 475
CORNWALL ON HUDSON,NY12520 		NONE EOF GENERAL PURPOSE 100,000
SAMARITAN DAYTOP FOUNDATION


138-02 QUEENS BLVD
BRIARWOOD,NY11435 		NONE EOF GENERAL PURPOSE 20,000
SCRUBS ADDRESSING THE FIREARM EPIDE


PO BOX 5424
MADISON,WI53705 		NONE EOF GENERAL PURPOSE 10,000
TASK FORCE ANTAL


114 STATE STREET 6TH FLOOR
BOSTON,MA02109 		NONE EOF GENERAL PURPOSE 2,500
TEA FUND


PO BOX 227336
DALLAS,TX75222 		NONE EOF GENERAL PURPOSE 25,000
THE ALL FOR JUST DELIB ON SOLAR GEO


4306 12TH ST NE
WASHINGTON,DC20017 		NONE EOF GENERAL PURPOSE 250,000
THE CAMPAIGN AGAINST HUNGER


2004 FULTON STREET
BROOKLYN,NY11233 		NONE EOF GENERAL PURPOSE 3,000
THE PROTECT DEMOCRACY PROJECT


2020 PENNSYLVANIA AVE NW 163
WASHINGTON,DC20006 		NONE EOF GENERAL PURPOSE 900,000
THE REFORM TEMPLE OF ROCKLAND


330 N HIGHLAND AVE
NYACK,NY10960 		NONE EOF GENERAL PURPOSE 25,000
THE RIVER FUND NEW YORK INC


89-11 LEFFERTS BOULEVARD
QUEENS,NY11418 		NONE EOF GENERAL PURPOSE 1,000
THE VIVA SCHOOL


1923 VERMONT AVE NW STE T002
WASHINGTON,DC20001 		NONE EOF GENERAL PURPOSE 25,000
THE TIDES FOUNDATION


PO BOX 889389
LOS ANGELES,CA90088 		NONE EOF CENTER FOR BALLOT FREEDOM 300,000
WASHINGTON BUSINESS ALLIANCE FUND


2937 54TH AVE SW A
TUMWATER,WA98512 		NONE EOF GENERAL PURPOSE 50,000
WE THE VETERANS AND MILITARY FAMILI


1520 BELLE VIEW BLVD 5303
ALEXANDRIA,VA22307 		NONE EOF GENERAL PURPOSE 200,000
Total .................................right arrow 3a 55,583,747
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 481,031  
4 Dividends and interest from securities ....     14 1,075,532  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531120 -1,614,708 16 -6,574,684  
bNot debt-financed property.....     16 -1,053,375  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		551112 5,024 18 1,754,532  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNET K-1 PASS THRU ITEMS 		    14 -2,224,149  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,609,684 -6,541,113  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-8,150,797
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 166,600 166,600 0 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMMERCIAL BUILDING 2011-12-21 12,677,652 3,914,290 SL 2.56 % 325,055 325,055    
IMPROVEMENTS 2011-12-21 269,272 224,399 SL 6.67 % 17,960 17,960    
IMPROVEMENTS 2012-07-01 5,592 1,629 SL 2.56 % 143 143    
ADDL AQUISITION COSTS 2012-01-01 764 239 SL 2.56 % 20 20    
IMPROVEMENTS 2013-10-01 40,732 27,490 SL 15.0000 2,715 2,715    
IMPROVEMENTS 2013-10-01 31,131 8,147 SL 2.56 % 798 798    
IMPROVEMENTS 2013-04-29 5,980 1,632 SL 2.56 % 153 153    
IMPROVEMENTS 2013-04-29 11,313 2,948 SL 2.56 % 290 290    
IMPROVEMENTS 2014-07-01 170,736 41,409 SL 2.56 % 4,378 4,378    
IMPROVEMENTS 2014-07-01 16,074 10,050 SL 15.0000 1,072 1,072    
IMPROVEMENTS 2014-07-01 38,958 24,348 SL 15.0000 2,597 2,597    
IMPROVEMENTS 2014-10-01 202,116 122,957 SL 15.0000 13,474 13,474    
COOP APTS - 200 CPS - 20,972 SHARE 2014-11-01 31,659,585 10,571,679 SL 3.64 % 1,151,459 1,151,459    
COOP APTS-210 CPS RES 2015-06-30 16,359,167 5,080,828 SL 3.64 % 594,983 594,983    
COOP APT-210 CPS COMM'L 2015-06-30 1,100,000 240,933 SL 2.56 % 28,204 28,204    
IMPROVEMENTS 2014-12-31 499,418 125,957 SL 2.56 % 12,805 12,805    
IMPROVEMENTS 2009-07-01 175,689 169,872 SL 3.33 % 5,817 5,817    
IMPROVEMENTS 2009-07-01 16,470 15,999 SL 3.33 % 471 471    
IMPROVEMENTS 2010-07-01 38,488 34,647 SL 6.67 % 2,567 2,567    
IMPROVEMENTS 2010-07-01 30,157 27,144 SL 6.67 % 2,011 2,011    
IMPROVEMENTS 2011-06-28 70,717 59,538 SL 6.67 % 4,717 4,717    
IMPROVEMENTS 2011-12-21 663,065 552,550 SL 6.67 % 44,226 44,226    
IMPROVEMENTS 2013-10-01 162,929 109,997 SL 6.67 % 10,867 10,867    
IMPROVEMENTS 2014-07-01 64,298 40,192 SL 15.0000 4,287 4,287    
IMPROVEMENTS 2014-07-01 155,831 97,402 SL 15.0000 10,389 10,389    
IMPROVEMENTS 2014-10-01 808,464 491,846 SL 15.0000 53,898 53,898    
IMPROVEMENTS 1993-07-01 85,495 66,765 SL 2.56 % 2,192 2,192    
IMPROVEMENTS 1994-09-01 292,883 219,984 SL 2.56 % 7,510 7,510    
IMPROVEMENTS 1997-07-01 23,697 16,086 SL 2.56 % 608 608    
IMPROVEMENTS 1998-07-01 31,919 20,826 SL 2.56 % 818 818    
IMPROVEMENTS 1998-10-31 64,705 41,821 SL 2.56 % 1,659 1,659    
IMPROVEMENTS 1995-01-10 64,212 47,666 SL 2.56 % 1,646 1,646    
IMPROVEMENTS 1996-07-01 31,956 22,488 SL 2.56 % 819 819    
IMPROVEMENTS 1997-07-01 102,777 69,721 SL 2.56 % 2,635 2,635    
IMPROVEMENTS 2009-07-01 249,750 92,596 SL 2.56 % 6,404 6,404    
IMPROVEMENTS 2010-07-01 198,011 68,332 SL 2.56 % 5,077 5,077    
BUILDING 2011-12-21 31,217,952 8,911,610 SL 2.56 % 800,428 800,428    
IMPROVEMENTS 2012-07-01 18,370 5,407 SL 2.56 % 471 471    
ADD'L AQUISITION COSTS 2012-01-01 3,058 933 SL 2.56 % 78 78    
IMPROVEMENTS 2013-10-01 124,522 32,596 SL 2.56 % 3,193 3,193    
IMPROVEMENTS 2013-04-29 23,920 6,539 SL 2.56 % 613 613    
IMPROVEMENTS 2013-04-29 45,252 11,793 SL 2.56 % 1,160 1,160    
IMPROVEMENTS 2014-07-01 682,943 165,625 SL 2.56 % 17,511 17,511    
IMPROVEMENTS 2014-12-31 349,250 80,595 SL 2.56 % 8,955 8,955    
IMPROVEMENTS 2015-07-01 1,997,671 433,281 SL 2.56 % 51,220 51,220    
IMPROVEMENTS 2015-07-01 87,314 20,151 SL 2.56 % 2,239 2,239    
BUILDING 754 STEP UP 2014-11-01 23,338,470 5,385,779 SL 2.56 % 598,398 598,398    
IMPROVEMENTS 2016-07-01 394,600 196,206 SL 15.0000 26,307 26,307    
IMPROVEMENTS 2016-07-01 1,578,401 784,818 SL 15.0000 105,227 105,227    
IMPRVMNTS - COOLING TOWER 2017-07-01 72,600 12,023 SL 2.56 % 1,861 1,861    
IMPRVMNTS - COOLING TOWER 2017-07-01 290,400 48,094 SL 2.56 % 7,446 7,446    
APPLIANCES 2017-07-01 6,859 6,368 SL 7.14 % 491 491    
IMPROVEMENTS 2017-07-01 185,866 43,646 SL 3.64 % 6,758 6,758    
APPLIANCES 2017-07-01 1,227 1,138 SL 7.14 % 89 89    
APPLIANCES 2017-07-01 1,444 1,339 SL 7.14 % 105 105    
IMPROVEMENTS 2018-12-31 19,585 6,530 SL 15.0000 1,306 1,306    
IMPROVEMENTS 2018-12-31 1,052 350 SL 15.0000 70 70    
IMPROVEMENTS 2018-12-31 78,341 26,114 SL 15.0000 5,223 5,223    
IMPROVEMENTS 2018-12-31 4,209 1,405 SL 15.0000 281 281    
IMPROVEMENTS - DECL PTRS 2019-07-01 92,522 27,756 SL 15.0000 6,168 6,168    
IMPROVEMENTS - DECL PTRS 2019-07-01 370,089 111,028 SL 15.0000 24,673 24,673    
IMPROVEMENTS - MEAKEM 2019-07-01 173,668 52,101 SL 15.0000 11,578 11,578    
IMPROVEMENTS - MEAKEM 2019-07-01 694,670 208,400 SL 15.0000 46,311 46,311    
ELEVATOR IMPROVEMENTS - 20% 2019 2020-07-01 47,682 4,280 SL 39.0000 1,223 1,223    
ELEVATOR IMPROVEMENTS - 20% 2020 2020-07-01 57,031 5,117 SL 39.0000 1,462 1,462    
ELEVATOR IMPROVEMENTS - 80% 2019 2020-07-01 190,727 17,115 SL 39.0000 4,890 4,890    
ELEVATOR IMPROVEMENTS - 80% 2020 2020-07-01 228,120 20,472 SL 39.0000 5,849 5,849    
GARAGE - 20% 2021-12-31 433,842 27,810 SL 39.0000 11,124 11,124    
GARAGE - 80% 2021-12-31 1,735,371 111,242 SL 39.0000 44,497 44,497    
PLAZA - 20% 2023-12-31 24,262   SL 39.0000 622 622    
PLAZA - 80% 2023-12-31 97,050   SL 39.0000 2,488 2,488    
REPOSITIONING - 20% 2023-12-31 3,054,866   SL 39.0000 78,330 78,330    
REPOSITIONING - 80% 2023-12-31 12,219,556   SL 39.0000 313,322 313,322    
IMPROVEMENTS - RIVKIN 20% 2021-12-31 14,066 2,814 SL 15.0000 938 938    
IMPROVEMENTS - RIVKIN - 80% 2021-12-31 56,262 11,253 SL 15.0000 3,751 3,751    
M&T BANK - 20% 2022-07-01 4,455 446 SL 15.0000 297 297    
M&T BANK 80% 2022-07-01 17,820 1,782 SL 15.0000 1,188 1,188    
IMPROVEMENTS - 20% DANAC 2023-12-31 9,458   SL 15.0000 631 631    
IMPROVEMENTS - 20% FAMILY FIRM 2023-12-31 37,039   SL 15.0000 2,469 2,469    
IMPROVEMENTS - 20% KELVIN HUGHES 2023-07-01 3,580 119 SL 15.0000 239 239    
IMPROVEMENTS - 20% M&T 2023-01-01 40,752 2,717 SL 15.0000 2,717 2,717    
IMPROVEMENTS - 20%SALAMANDRA 2023-12-31 110,279   SL 15.0000 7,352 7,352    
IMPROVEMENTS - 80% DANAC 2023-12-31 37,831   SL 15.0000 2,522 2,522    
IMPROVEMENTS - 80% FAMILY FIRM 2023-12-31 148,156   SL 15.0000 9,877 9,877    
IMPROVEMENTS - 80% KELVIN HUGHES 2023-07-01 14,319 477 SL 15.0000 955 955    
IMPROVEMENTS - 80% M&T 2023-01-01 163,009 10,867 SL 15.0000 10,867 10,867    
IMPROVEMENTS - 80% SALAMANDRA 2023-12-31 441,118   SL 15.0000 29,408 29,408    
COOP APT - 200 CPS 788 SHARES 2014-11-01 1,189,573 395,284 SL 3.64 % 27,041 27,041    
IMPROVEMENTS-80% 2024-07-01 3,666,246   SL 39.0000 47,003 47,003    
IMPROVEMENTS-20% 2024-07-01 916,561   SL 39.0000 11,751 11,751    

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TY 2024 GainLossSaleOtherAssetsSch
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
K-1 PASSTHRU NET S/T GAIN (GEMS) UBTI   Purchase     2,083   Cost   2,083  
K-1 PASSTHRU NET L/T GAIN (GEMS) UBTI   Purchase     2,941   Cost   2,941  

TY 2024 InvestmentsOtherSchedule2
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MOUNTAIN LAKE PARTNERS LP AT COST 7,790,449 8,715,435
GEMS FUND 4 AT COST 16,604,616 25,405,383
GOLUB CAPITAL INT'L LADDER - LUB AT COST 65,747,544 130,267,713
GOLUB CAPITAL INT'L X AT COST 1,378,920 5,850,679
BETHESDA TIC (20%) AT COST 8,745,797 8,745,797
BETHESDA TIC (80%) AT COST 28,989,525 28,989,525
1050 FIFTH AVE LLC AT COST 2,760,017 2,760,017
GOLUB CAPITAL INT'L LADDER - TRUST AT COST 51,649,732 118,548,749
451 TENTH MEMBER AT COST 2,893,609 2,893,609
GOLUB CAPITAL INT'L TRANCHES AT COST 236,875,000 270,943,713
CITIBANK INV A/C AT COST 3,508,883 3,569,481
FIRST REPUBLIC INV A/C AT COST 1 1
500 N 4TH STREET LLC AT COST 4,214,218 4,214,218
ARCTERN VENTURES FUND III (NR) LP AT COST 305,885 305,885
BLACKHORN VENTURES IND IMPACT FUND II LP AT COST 440,659 440,659
CONGRUENT CONTINNUITY FUND I, LP AT COST 384,035 384,035
HARBINGER MOTORS AT COST 1,000,000 1,000,000
SOURCE GLOBAL SERIES D AT COST 500,000 500,000
NOTE REC:STANDARD POWER HOSTING SUPRA CO AT COST 3,069,492 3,069,492
CONGRUENT VENTURES III, LP AT COST 37,897 37,897
EIP FLAGSHIP FUND III AT COST 100,000 100,000

TY 2024 LandEtcSchedule2
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Buildings 49,318,366 17,732,238 31,586,128 49,318,366


TY 2024 LegalFeesSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & PROFESSIONAL 5,303 5,303 0 0


TY 2024 OtherAssetsSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FOREIGN TAX CREDIT 19,396 36,197 36,197
MISCELLANEOUS RECEIVABLE 67,227 67,227 67,227


TY 2024 OtherDecreasesSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
ESTATE TAX SEC 6166 PAYMENT 10,774,002
PRIOR YEAR DEPRECIATION CORRECTION 51,351


TY 2024 OtherExpensesSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSES 78,455     78,455
FILING FEES 2,201     2,201
INSURANCE 16,456     16,456
INTEREST EXPENSE 5,781 5,781    
INVESTMENT MANAGEMENT FEES 16,352 16,352    
MEMBERSHIP FEES 43,000     43,000
RENT 238,844     238,844
Rental Expenses 11,024,581 9,960,813    


TY 2024 OtherIncomeSchedule2
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NET K-1 PASS THRU ITEMS -2,224,149 -2,224,149  


TY 2024 OtherLiabilitiesSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSIT PAYABLE-200CPS 124,327 123,740
SECURITY DEPOSIT PAYABLE-210CPS 83,110 94,487
rounding 3 61,924
EXCHANGE    


TY 2024 OtherProfessionalFeesSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 17,438 0 0 17,438
PAYROLL FEES 22,821 0 0 0


TY 2024 TaxesSchedule
Name:
BERNARD AND ANNE SPITZER
 
CHARITABLE TRUST
EIN:
13-7298842
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX - 990T 198,881      
NYS CORP TAX - CT-13 1,203