DFX Intelligence

Allocator Intelligence

Shimon Ben Joseph Foundation

Foundation· SAN Francisco, California

Foundation, based in SAN Francisco, California, reporting $1.5B in assets.

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

Assets
$1.5B
Fund commitments
47
Managers
19
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (47)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What matters now

  1. 1
    re-up prospects

    1 re-up prospect was flagged in the last twelve months: a manager it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

16 more managers and 44 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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Capital path

who backs this record, through what, into what; each name opens its own path
Shimon Ben Joseph Foundation
Funds committed to
All 18
Managers
All 19

Relationship network

66 connected entities47 observed commitments7 repeat counterparties8 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
›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 331114104Show
Foundation
Assets
$1.5B
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
47
19 managers on Schedule C

Allocation policy

IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND V $25.7M
  • VINTAGE FUND OF FUNDS II (CAYMAN), L.P $833,273
  • VINTAGE FUND OF FUNDS III (CAYMAN), L.P. $4.8M
  • VINTAGE SECONDARY FUND III (CAYMAN), L.P. $763,735
  • VINTAGE SECONDARY FUND III (CAYMAN), L.P. $763,735
  • INVESTMENT IN REAL ESTATE $139M

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

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

+16 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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What changed

2 events
  • Sep 24, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Threshold Ventures V, L.P.: condition no longer holds; not judged
    with Threshold Management, LLC
  • Sep 23, 2026Re-up prospectreport dateinference
    Shimon Ben Joseph Foundation holds THRESHOLD VENTURES II, L.P.; the manager is raising: Threshold Ventures V, L.P. (fundraising, seen 2026-09-23); no commitment to it on the graph; 2 fund(s) of the series between them not held either
    with Threshold Management, LLC
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

47 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ENCAP ENERGY CAPITAL FUND VIII, L.P.Encap Investments LPNatural resources$1.2M held2011Disclosed holdingapps.irs.gov
as of Dec 31, 2024LEGACY VENTURE V (QP), LLCLegacy VentureVenture$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LOOMIS SAYLES WORLD CREDIT ASSET TRUSTLoomis SaylesPrivate credit$81.9M heldDisclosed holdingapps.irs.gov

+44 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
$1.5B Dec 31, 2024 reported IRS 990
$1.5B (2024-12)
Income
$222M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 331114104
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 25, 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

Shimon Ben Joseph Foundation 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

Shimon Ben Joseph Foundation sits on 68 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to PE fund to manager to company

DFX traced 68 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.

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Record history

2 dated events on the change ledger, latest event first
  • Re up prospect resolved
    2026-09-24
  • Re up prospect
    2026-09-16

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

+37 connections on the graph

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