Charles a Dana Fdn Inc
Foundation, based in New York, New York, reporting $279M in assets.
Composed from this allocator's classification, location and filed figures.
Latest dated change: 23 Sep 2026, Re-up prospect for Luminate Capital Partners IV, LP: condition no longer holds; not judged. Every change is listed below.
17 more managers and 59 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- KLINE HILL PARTNERS OPPORTUNITY FUND V LP1 commitment
- KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND IV LP1 commitment
- ABBOTT CAPITAL PRIVATE EQUITY FUND VI, L.P.1 commitment
- Kline Hill Partners LP8 commitments
- Truebridge Capital Partners5 commitments
- CF Private Equity, Inc.2 commitments
Relationship network
81 connected entities62 observed commitments6 repeat counterparties16 dated commitments shown here, 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesFoundation · EIN 066036761ShowHide
- Kline Hill Partners LP8 rows, latest Dec 31, 2024
- Truebridge Capital Partners5 rows, latest Dec 31, 2024
- CF Private Equity, Inc.2 rows, latest Dec 31, 2024
+17 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Sep 23, 2026re up prospect resolvedreport dateinferenceRe-up prospect for Luminate Capital Partners IV, LP: condition no longer holds; not judgedwith Luminate Capital Partnersno URL
- Jul 24, 2024Re-up prospectinferenceCharles a Dana Fdn Inc holds LUMINATE CAPITAL PARTNERS III-A, LP; the manager has a newer fund open: Luminate Capital Partners IV, LP (state not recorded, Form D first sale 2024-07-24); no commitment to it on the graphwith Luminate Capital Partnersno URL
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | KING STREET CAPITAL, LTD. | King Street Capital Management, L.P | Private equity | $699,246 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | KLINE HILL PARTNERS OPPORTUNITY FUND V LP | Kline Hill Partners LP | Private equity | $314,259 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND IV LP | Kline Hill Partners LP | Private equity | $549,716 held | Disclosed holding | apps.irs.gov |
+59 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Not yet on record: private markets allocation target, allocation policy.
Charles a Dana Fdn Inc is the same institution as 1 record in Family Offices.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Charles a Dana Fdn Inc sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Re up prospect resolved2026-09-23
- Re up prospect2024-07-24
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+51 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.