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

Carson Fam Charitable Tr

FoundationNew York, NY
Assets
$498M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
53
12 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • CAPITAL F FUND I, L.P. $403,522
  • STRATEGY CAPITAL INVESTORS, L.P. $47.6M
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
12 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
53 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024RS2 VENTURES, LP - SP SERIES BRR Advisors, LLCPrivate equity$3.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AUTHENTIC VENTURES III LPAuthentic Ventures Investment Manager, LLCPrivate equity$540,657 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EMERGENCE CAPITAL PARTNERS V, LPEmergence Equity Management, IncPrivate equity$5.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GROWTH CATALYST PARTNERS III, LPGrowth Catalyst Partners, L.P.Private equity$2.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EMERGENCE CAPITAL PARTNERS IV, L.P.Emergence Equity Management, IncPrivate equity$4.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS III, L.P.Accolade PartnersPrivate equity$8.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS GROWTH II, L.P.Accolade PartnersPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024REIGN VENTURES, L.P.Reign Ventures Management, LLCPrivate equity$10.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024JSL HEALTH CAPITAL OPPORTUNITY FUND, L.P.JSL Health Capital Management, LLCPrivate equity$986,139 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WCAS XIII CO-INVESTORS LLCWcas Management CorporationPrivate equity$26.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WCAS XII CO-INVESTORS LLCWcas Management CorporationPrivate equity$13.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EMERGENCE CAPITAL OPPORTUNITY I, L.P.Emergence Equity Management, IncPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS IV, L.P.Accolade PartnersPrivate equity$4.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DHM HOLDINGS, LPDhmPrivate equity$14.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE EMPOWERMENT FUND II, L.P.Accolade EmpowermentPrivate equity$724,839 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS GROWTH I, L.P.Accolade PartnersPrivate equity$7.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS GROWTH III, L.P.Accolade GrowthPrivate equity$469,779 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS IX, L.P.AccoladePrivate equity$806,324 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CASDIN PARTNERS LPCasdinPrivate equity$18.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CS VENTURE OPPORTUNITIES FUND LPCS VentureVenture$31.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DAP PLAZA PLACE SOUTHLAKE HOLDINGS LPDAP Plaza Place SouthlakePrivate equity$3.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AUTHENTIC VENTURES II LPAuthentic Ventures Investment Manager, LLCPrivate equity$2.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS VII, L.P.Accolade PartnersPrivate equity$7.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS VI, L.P.Accolade PartnersPrivate equity$8.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS VIII, L.P.Accolade PartnersPrivate equity$4.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS V, L.P.Accolade PartnersPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCOLADE PARTNERS II, L.P.Accolade PartnersPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DRIFTWOOD ACQUISITIONS PARTNERS LPDriftwood AcquisitionsPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DRIFTWOOD DEVELOPMENT PARTNERS LPDriftwood DevelopmentPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DRIFTWOOD LENDING PARTNERS LPDriftwood LendingPrivate equity$10.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DRIFTWOOD ROCKWALL HOLDINGS LPDriftwood RockwallPrivate equity$599,844 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREYSTAR-THACKERAY REALTY FUND VI, LPGreystar Thackeray RealtyReal estate$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EMERGENCE CAPITAL PARTNERS II, LPEmergence Equity Management, IncPrivate equity$7.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EMERGENCE CAPITAL PARTNERS VI, L.P.Emergence Equity Management, IncPrivate equity$4.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GROWTH CATALYST PARTNERS I LPGrowth Catalyst Partners, L.P.Private equity$31.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GCP-CRA INVESTMENTS, LLCGrowth Catalyst Partners, L.P.Private equity$10.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EMERGENCE CAPITAL PARTNERS III, LPEmergence Equity Management, IncPrivate equity$11.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GROWTH CATALYST PARTNERS II, LPGrowth Catalyst Partners, L.P.Private equity$15.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RCH ENERGY MLP SWAP FUND, LPRCH Energy Mlp SwapNatural resources$30.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024THACKERAY PARTNERS REALTY FUND IV, LPThackeray RealtyReal estate$2.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024THACKERAY PARTNERS REALTY FUND V, LPThackeray RealtyReal estate$6.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TAILWATER ROYALTIES FUND, LPTailwater CapitalPrivate equity$10.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024JSL HEALTH CAPITAL FUND I, L.P.JSL Health Capital Management, LLCPrivate equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HARLEM CAPITAL PARTNERS VENTURE FUND II, LPHarlem CapitalVenture$821,432 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RS2 VENTURES, LP - SP SERIES ARR Advisors, LLCPrivate equity$3.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ROUND HILL MUSIC ROYALTY FUND III LPRound Hill Music LPPrivate equity$5.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HARLEM CAPITAL PARTNERS VENTURE FUND I, LPHarlem CapitalVenture$207,146 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SOSV INDIEBIO NY LPSosv Investments LLC (f/k/a Sosventures LLC)Private equity$200,358 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WCAS GP USAP, LLCWcas GP UsapPrivate equity$728,200 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WCAS XI ASSOCIATES LLCWcas AssociatesPrivate equity$65,100 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WHALE ROCK FLAGSHIP FUND, LPWhale Rock FlagshipPrivate equity$53.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TWO SIGMA IMPACT FUND-A, LPTWO Sigma ImpactPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WCAS XIV CO-INVESTORS I LLCWcas Management CorporationPrivate equity$13.4M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$498M Dec 31, 2024 reported IRS 990
$498M (2024-12)
Income
$73.0M 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 136957038
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.