DFX Intelligence

Allocator Intelligence

J M Kaplan Fund Inc

Foundation· New York, New York

Foundation, based in New York, New York, reporting $144M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$144M
Fund commitments
39
Managers
12
Contact decision makersView relationships
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Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (39)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

9 more managers and 36 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.

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People to know

View all people
  • Julia Bator
    EXECUTIVE DIRECTOR
    Why: Executive director: runs the plan or the office
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
J M Kaplan Fund Inc
Funds committed to
All 6
Managers
All 12

Relationship network

52 connected entities39 observed commitments2 repeat counterparties14 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.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Person
›How strength and recency are read

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 136090286Show
Foundation
Assets
$144M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
39
12 managers on Schedule C

Allocation policy

IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • SPECIAL OPPORTUNITIES FUND IV PRIVATE EQUITY, LP $76,332

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.

Decision makers

who to call first about an allocation, and why; then everyone else by function
  • Julia Bator · EXECUTIVE DIRECTOR
    Why this person: Executive director: runs the plan or the office

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

People

2 roles

Manager roster

12 managers on the commitment tape
From the plan’s own commitment disclosures

+9 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.

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

39 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024COHEN & STEERS GL REALTY-I (CSSPX) 45,939.910 SHARESCohen & SteersReal estate$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VENTURE INVESTMENT ASSOCIATES IV, LPVenture Investment AssociatesVenture$127,797 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024APAX GLOBAL IMPACT, LPApax Partners LLPPrivate equity$9,331 held2022Disclosed holdingapps.irs.gov

+36 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.

Size and funding

3 readings
Total assets
$144M Dec 31, 2024 reported IRS 990
$144M (2024-12)
Income
$25.6M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 136090286
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.

Not yet on record: private markets allocation target.

Across the graphs

J M Kaplan Fund Inc is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Capital chain

J M Kaplan Fund Inc sits on 10 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to real estate vehicle to manager

DFX traced 10 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…

›Connections

every published relationship on the graph

+18 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.