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AllocatorsAllocatorfoundation100m-1b

Bernard and Anne Spitzer Charitable Tr

Allocators

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:fa9d3cdf-644c-4eea-82a5-1a2901c1367b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Bernard and Anne Spitzer Charitable Tr

Family foundation · shared ein

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $327Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 14with an amount; holdings are counted apart
Managers: 4
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 0
EIN: 137298842

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
GOLUB CAPITAL INT'L TRANCHES	n/a	Private equity	$271M	Dec 31, 2024	commingled	Irs 990
GOLUB CAPITAL INT'L LADDER - LUB	n/a	Private equity	$130M	Dec 31, 2024	commingled	Irs 990
GOLUB CAPITAL INT'L LADDER - TRUST	n/a	Private equity	$119M	Dec 31, 2024	commingled	Irs 990
GEMS FUND 4	n/a	Private equity	$25.4M	Dec 31, 2024	commingled	Irs 990
MOUNTAIN LAKE PARTNERS LP	Mountain Lake Investment Management LLC	Private equity	$8.7M	Dec 31, 2024	commingled	Irs 990
GOLUB CAPITAL INT'L X	n/a	Private equity	$5.9M	Dec 31, 2024	commingled	Irs 990
500 N 4TH STREET LLC	n/a	Private equity	$4.2M	Dec 31, 2024	commingled	Irs 990
1050 FIFTH AVE LLC	n/a	Private equity	$2.8M	Dec 31, 2024	commingled	Irs 990
SOURCE GLOBAL SERIES D	n/a	Private equity	$500,000	Dec 31, 2024	commingled	Irs 990
BLACKHORN VENTURES IND IMPACT FUND II LP	n/a	Private equity	$440,659	Dec 31, 2024	commingled	Irs 990
CONGRUENT CONTINNUITY FUND I, LP	n/a	Private equity	$384,035	Dec 31, 2024	commingled	Irs 990
ARCTERN VENTURES FUND III (NR) LP	Arctern Ventures	Private equity	$305,885	Dec 31, 2024	commingled	Irs 990
EIP FLAGSHIP FUND III	Energy Impact Partners LP	Private equity	$100,000	Dec 31, 2024	commingled	Irs 990
CONGRUENT VENTURES III, LP	Congruent Management, LLC	Private equity	$37,897	Dec 31, 2024	commingled	Irs 990

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Mountain Lake Investment Management LLC	n/a	Dec 31, 2024	n/a	yes	fact
Energy Impact Partners LP	n/a	n/a	n/a	yes	fact
Arctern Ventures	n/a	n/a	n/a	yes	fact
Congruent Management, LLC	n/a	n/a	n/a	yes	fact

Relationships

Manages for (4)

← Mountain Lake Investment Management LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Energy Impact Partners LPManager with allocator capital
factForm 990
← Arctern VenturesManager with allocator capital
factForm 990
← Congruent Management, LLCManager with allocator capital
factForm 990

Lp of (3)

→ EIP Flagship Fund III LPVehicle with allocator capital
factForm 990
→ Arctern Ventures Fund III (nr) LPVehicle with allocator capital
factForm 990
→ Congruent Ventures III, L.P.Vehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:fa9d3cdf-644c-4eea-82a5-1a2901c1367b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Bernard and Anne Spitzer Charitable Tr

Allocators

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:fa9d3cdf-644c-4eea-82a5-1a2901c1367b

Vehicle

Manager

Bucket

Value

As of

Kind

Source

GOLUB CAPITAL INT'L TRANCHES

n/a

Private equity

$271M

Dec 31, 2024

commingled

Irs 990

GOLUB CAPITAL INT'L LADDER - LUB

n/a

Private equity

$130M

Dec 31, 2024

commingled

Irs 990

GOLUB CAPITAL INT'L LADDER - TRUST

n/a

Private equity

$119M

Dec 31, 2024

commingled

Irs 990

GEMS FUND 4

n/a

Private equity

$25.4M

Dec 31, 2024

commingled

Irs 990

MOUNTAIN LAKE PARTNERS LP

Mountain Lake Investment Management LLC

Private equity

$8.7M

Dec 31, 2024

commingled

Irs 990

GOLUB CAPITAL INT'L X

n/a

Private equity

$5.9M

Dec 31, 2024

commingled

Irs 990

500 N 4TH STREET LLC

n/a

Private equity

$4.2M

Dec 31, 2024

commingled

Irs 990

1050 FIFTH AVE LLC

n/a

Private equity

$2.8M

Dec 31, 2024

commingled

Irs 990

SOURCE GLOBAL SERIES D

n/a

Private equity

$500,000

Dec 31, 2024

commingled

Irs 990

BLACKHORN VENTURES IND IMPACT FUND II LP

n/a

Private equity

$440,659

Dec 31, 2024

commingled

Irs 990

CONGRUENT CONTINNUITY FUND I, LP

n/a

Private equity

$384,035

Dec 31, 2024

commingled

Irs 990

ARCTERN VENTURES FUND III (NR) LP

Arctern Ventures

Private equity

$305,885

Dec 31, 2024

commingled

Irs 990

EIP FLAGSHIP FUND III

Energy Impact Partners LP

Private equity

$100,000

Dec 31, 2024

commingled

Irs 990

CONGRUENT VENTURES III, LP

Congruent Management, LLC

Private equity

$37,897

Dec 31, 2024

commingled

Irs 990

Manager

Mandate

From

Current

Evidence

Mountain Lake Investment Management LLC

n/a

Dec 31, 2024

n/a

yes

fact

Energy Impact Partners LP

n/a

yes

fact

Arctern Ventures

n/a

yes

fact

Congruent Management, LLC

n/a

yes

fact