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Donald a Pels Charitable Tr 081892

Allocators

Harrison, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:12a6e820-980e-4a4f-aa7a-df525597dbdb

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Donald a Pels Charitable Tr 081892

Family foundation · shared ein

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $258Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 14with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0
EIN: 136998091

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
BBH CAPITAL PARTNERS VI-2 (CAYMAN)	n/a	Private equity	$12.4M	Dec 31, 2024	commingled	Irs 990
DOVER STREET X FEEDER FUND LP	n/a	Private equity	$8.9M	Dec 31, 2024	commingled	Irs 990
BBH LIMITED DURATION FUND CL I 755588.578 SHRS.	n/a	Private equity	$7.9M	Dec 31, 2024	commingled	Irs 990
BBH INCOME FUND-I 832977.948 SHRS.	n/a	Fixed income	$7.3M	Dec 31, 2024	commingled	Irs 990
BBH GLOBAL FUNDS UNIT TRUST-BBH CREDIT VALUE SUB-TRUST LP	n/a	Private credit	$6.7M	Dec 31, 2024	commingled	Irs 990
MULTI-MANAGER INTERNATIONAL EQUITY FUND P 419023.098 SHARES	n/a	Public equity	$5.7M	Dec 31, 2024	commingled	Irs 990
BBH WEALTH STRATEGIES LLC - GQG PARTNERS EMERGING MARKETS EQUITY SERIES	n/a	Public equity	$4.6M	Dec 31, 2024	commingled	Irs 990
BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES	n/a	Public equity	$4.4M	Dec 31, 2024	commingled	Irs 990
EATON VANCE INCOME FUND OF BOSTON I 809524.134 SHARES	Eaton Vance	Fixed income	$4.2M	Dec 31, 2024	commingled	Irs 990
BBH PARTNER FUND - INTERNATIONAL EQUITY 236996.103 SHRS.	n/a	Public equity	$3.9M	Dec 31, 2024	commingled	Irs 990
BBH WEALTH STRATEGIES LLC - CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIES	n/a	Private equity	$3.5M	Dec 31, 2024	commingled	Irs 990
DOVER STREET XI FEEDER FUND LP	n/a	Private equity	$3.1M	Dec 31, 2024	commingled	Irs 990
MULTI-MANAGER US SMALL CAP EQUITY FUND P 190295.532 SHARES	n/a	Public equity	$2.5M	Dec 31, 2024	commingled	Irs 990
CB OFFSHORE EQUITY FUND IX LP	n/a	Public equity	$1.6M	Dec 31, 2024	commingled	Irs 990

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
VINTAGE IX B OFFSHORE SCSP	n/a	n/a	n/a	n/a	$795,931	Dec 31, 2024	Reported

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Eaton Vance	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Eaton VanceInvestment consultant
Dec 31, 2024 to presentfactForm 990

Lp of (1)

→ CB Offshore Equity Fund Ix, L.P.Vehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:12a6e820-980e-4a4f-aa7a-df525597dbdb
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Donald a Pels Charitable Tr 081892

Allocators

Harrison, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:12a6e820-980e-4a4f-aa7a-df525597dbdb

Vehicle

Manager

Bucket

Value

As of

Kind

Source

BBH CAPITAL PARTNERS VI-2 (CAYMAN)

n/a

Private equity

$12.4M

Dec 31, 2024

commingled

Irs 990

DOVER STREET X FEEDER FUND LP

n/a

Private equity

$8.9M

Dec 31, 2024

commingled

Irs 990

BBH LIMITED DURATION FUND CL I 755588.578 SHRS.

n/a

Private equity

$7.9M

Dec 31, 2024

commingled

Irs 990

BBH INCOME FUND-I 832977.948 SHRS.

n/a

Fixed income

$7.3M

Dec 31, 2024

commingled

Irs 990

BBH GLOBAL FUNDS UNIT TRUST-BBH CREDIT VALUE SUB-TRUST LP

n/a

Private credit

$6.7M

Dec 31, 2024

commingled

Irs 990

MULTI-MANAGER INTERNATIONAL EQUITY FUND P 419023.098 SHARES

n/a

Public equity

$5.7M

Dec 31, 2024

commingled

Irs 990

BBH WEALTH STRATEGIES LLC - GQG PARTNERS EMERGING MARKETS EQUITY SERIES

n/a

Public equity

$4.6M

Dec 31, 2024

commingled

Irs 990

BBH WEALTH STRATEGIES LLC - SELECT EQUITY SERIES

n/a

Public equity

$4.4M

Dec 31, 2024

commingled

Irs 990

EATON VANCE INCOME FUND OF BOSTON I 809524.134 SHARES

Eaton Vance

Fixed income

$4.2M

Dec 31, 2024

commingled

Irs 990

BBH PARTNER FUND - INTERNATIONAL EQUITY 236996.103 SHRS.

n/a

Public equity

$3.9M

Dec 31, 2024

commingled

Irs 990

BBH WEALTH STRATEGIES LLC - CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIES

n/a

Private equity

$3.5M

Dec 31, 2024

commingled

Irs 990

DOVER STREET XI FEEDER FUND LP

n/a

Private equity

$3.1M

Dec 31, 2024

commingled

Irs 990

MULTI-MANAGER US SMALL CAP EQUITY FUND P 190295.532 SHARES

n/a

Public equity

$2.5M

Dec 31, 2024

commingled

Irs 990

CB OFFSHORE EQUITY FUND IX LP

n/a

Public equity

$1.6M

Dec 31, 2024

commingled

Irs 990

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

VINTAGE IX B OFFSHORE SCSP

n/a

$795,931

Dec 31, 2024

Reported

Manager

Mandate

From

Current

Evidence

Eaton Vance

n/a

Dec 31, 2024

n/a

yes

fact