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

Diane & Norman Bernstein Foundation

FoundationWashington, DC
Assets
$130M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
4 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • CORE CAPITAL PARTNERS II $800,549
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
1 roles
  • Kelly Lynch Executive Director & TreasurerExecutive director / CEO
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NEXT PLAY CAPITAL III Q, LPNext Legacy Management, LLCPrivate equity$709,512 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024APAX GLOBAL IMPACT LPApax Partners LLPPrivate equity$150,073 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VISTRIA FUND VThe Vistria Group, LPPrivate equity$416,963 heldDisclosed holdingapps.irs.gov
as of Dec 31, 20241776 SEED INVESTORS LP1776 Management, LLCPrivate equity$263,401 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ADAGE CAPITAL PARTNERSAdage CapitalPrivate equity$18.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CAMBER CREEK FUND III LPCamber CreekPrivate equity$815,531 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CAMBER CREEK FUND IV LPCamber CreekPrivate equity$616,552 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CAMBER CREEK FUND VI LPCamber CreekPrivate equity$815,531 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COMMONFUND CAPITAL PTR 2000 LPCommonfund Capital Ptr 2000Private equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024COMMONFUND CAPITAL PTRS III LPCommonfund Capital PtrsPrivate equity$33,363 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CONTEGRIA FUND I LLCContegriaPrivate equity$529,452 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CONTEGRIA FUND II LLCContegriaPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EASTPORT PLAZA, LLCEastport PlazaPrivate equity$99,022 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FARALLON CAPITAL F5 INVESTORSFarallon Capital F5Private equity$3.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERATION IM GLOBAL EQUITYGeneration Im Global EquityPublic equity$3.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IMPACTIVE CAPITAL FUND LTDImpactive CapitalPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024INHERENT PARTNERS FUND I, LLCInherentPrivate equity$121,353 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024INVESTORS PARTNER FUNDPartnerPrivate equity$68,120 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024JUSTICE HOUSING PARTNERSJustice HousingPrivate equity$473,588 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PRUDENT CAPITAL III LPPrudent CapitalPrivate equity$71,091 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SUMMIT PARTNERS SUSTAINABLESummit SustainablePrivate equity$4.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024UNION KITCHEN FUND 1, LPUnion KitchenPrivate equity$506,469 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ZEAL CAPITAL PARTNERS FUNDZeal CapitalPrivate equity$241,009 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KLINE HILL PARTNERS OS FEEDERKline Hill OsPrivate equity$616,744 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$130M Dec 31, 2024 reported IRS 990
$111M (2024-12)
Income
$7.8M 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 526047356
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.