DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Foundation

Donald a Pels Charitable Tr 081892

FoundationHarrison, NY
Assets
$258M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • VINTAGE IX B OFFSHORE SCSP $795,931
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024CB OFFSHORE EQUITY FUND IX LPCB EquityPublic equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EATON VANCE INCOME FUND OF BOSTON I 809524.134 SHARESEaton Vance Income of Boston 809524 SharesFixed income$4.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MULTI-MANAGER US SMALL CAP EQUITY FUND P 190295.532 SHARESMulti Manager US Small Cap Equity 190295 SharesPublic equity$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MULTI-MANAGER INTERNATIONAL EQUITY FUND P 419023.098 SHARESMulti Manager Equity 419023 SharesPublic equity$5.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH LIMITED DURATION FUND CL I 755588.578 SHRS.BBH Duration Cl 755588 ShrsPrivate equity$7.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH INCOME FUND-I 832977.948 SHRS.BBH Income 832977 ShrsFixed income$7.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH GLOBAL FUNDS UNIT TRUST-BBH CREDIT VALUE SUB-TRUST LPBBH Global Bbh Credit Value SubPrivate credit$6.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH WEALTH STRATEGIES LLC - CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIESBBH Wealth Strategies Clarkston Capital Small Mid CapPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH PARTNER FUND - INTERNATIONAL EQUITY 236996.103 SHRS.BBH Partner Equity 236996 ShrsPublic equity$3.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIESBBH Wealth Strategies Select EquityPublic equity$4.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH WEALTH STRATEGIES LLC - GQG PARTNERS EMERGING MARKETS EQUITY SERIESBBH Wealth Strategies Gqg Emerging Markets EquityPublic equity$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BBH CAPITAL PARTNERS VI-2 (CAYMAN)BBH CapitalPrivate equity$12.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DOVER STREET X FEEDER FUND LPDover StreetPrivate equity$8.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DOVER STREET XI FEEDER FUND LPDover StreetPrivate equity$3.1M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$376M Dec 31, 2024 reported IRS 990
$258M (2024-12)
Income
$78.9M Dec 31, 2024 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 136998091
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.