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Bernard and Anne Spitzer Charitable Trust

Private foundation New York, NY Still adding venture funds

Bernard and Anne Spitzer Charitable Trust reports 3 venture funds, $784K in all; 1 is new since its last report.

Holdings are from its Form 990-PF return for the year ending December 31, 2024, compared with the one for December 31, 2023. That is more than a year ago: it may have added or sold funds since. Foundations file up to ten and a half months after their year ends, and the IRS publishes returns months after that. “Still adding venture funds”: 1 fund on this one was not on the one for December 31, 2023.

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Venture funds3of 3 funds listed
In venture funds$784KYear-end value
New on its latest return1Not on its return for December 31, 2023
Total assets$656MYear ending December 31, 2024

Largest venture holdings

From its Form 990-PF return for the year ending December 31, 2024; “New” is a fund that wasn’t on the return before it.

Fund, as reportedManagerVintageYear-end value
Blackhorn Ventures Ind Impact Fund II LP Emerging managerBlackhorn Ventures Management, LLC—$441K
Arctern Ventures Fund III (NR) LP Emerging managerArctern Ventures2022$306K
Congruent Ventures III, LP NewCongruent Management, LLC2023$38K

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About this data

Holdings as this foundation lists them on its Form 990-PF (Part II, lines 13 and 15). Amounts are year-end fair market value, or book value where it gives no other, not commitments or returns. As of December 31, 2024; new holdings are those not on its return for the year ending December 31, 2023. Source: IRS Form 990-PF. Funds are linked to a manager by name; a match can be wrong, and the original filing is the record. How Hottub reads its sources.

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