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AllocatorsAllocatorfoundation100m-1b

Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009

Allocators

Villa Park, CA

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:6976aeda-c32d-4963-998c-101307500ea4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
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

Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009

Family foundation · shared ein

Facts

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

Total assets: $301Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 13with an amount; holdings are counted apart
Managers: 1
Funds: 0
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 0
EIN: 473812344

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
ALPHA CORE STRATEGIES FEEDER FUND QP, 303,923.56 SHARES	n/a	Private equity	$7.0M	Dec 31, 2024	commingled	Irs 990
NORTHERN HIGH YIELD FIXED INCOME FUND, 1,030,579.52 SHARES	n/a	Fixed income	$6.2M	Dec 31, 2024	commingled	Irs 990
PRIVATE EQUITY CORE FUND VIII, 3,977,131.18 SHARES	n/a	Private equity	$5.8M	Dec 31, 2024	commingled	Irs 990
BLACKSTONE REAL ESTATE PARTNERS IX FLP, 4,816,893.24 SHARES	Blackstone	Real estate	$5.5M	Dec 31, 2024	commingled	Irs 990
CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES FD, LP 3,488,718	n/a	Private equity	$4.0M	Dec 31, 2024	commingled	Irs 990
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III LP 1,157234.65 SH.	n/a	Private equity	$3.9M	Dec 31, 2024	commingled	Irs 990
WM ALTERNATIVES TOPS L/S EQT. FUND LTD.	n/a	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
TACOPPS FEEDER FUND I (OFFSHORE) LP 1,421,367.92 SH.	n/a	Private equity	$2.3M	Dec 31, 2024	commingled	Irs 990
MAKENA ENDOWMENT FUND, 1	n/a	Private equity	$1.9M	Dec 31, 2024	commingled	Irs 990
CREDIT ALTERNATIVES FUND LTD CL A, 1500 SH.	n/a	Private credit	$1.7M	Dec 31, 2024	commingled	Irs 990
BLACKSTONE REAL ESTATE PARTNERS X.F LP REAL ESTATE, 319,821.3 SH.	Blackstone	Real estate	$1.5M	Dec 31, 2024	commingled	Irs 990
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FD V, 808000 SHARES	n/a	Private equity	$1.3M	Dec 31, 2024	commingled	Irs 990
SPONSOR BACKED CREDIT FEEDER III, LP, 250,000 SHARES	n/a	Private credit	$250,000	Dec 31, 2024	commingled	Irs 990

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
Blackstone	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← BlackstoneManager with allocator capital
Dec 31, 2024 to presentfactForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:6976aeda-c32d-4963-998c-101307500ea4
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.

Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009

Allocators

Villa Park, CA

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:6976aeda-c32d-4963-998c-101307500ea4

Vehicle

Manager

Bucket

Value

As of

Kind

Source

ALPHA CORE STRATEGIES FEEDER FUND QP, 303,923.56 SHARES

n/a

Private equity

$7.0M

Dec 31, 2024

commingled

Irs 990

NORTHERN HIGH YIELD FIXED INCOME FUND, 1,030,579.52 SHARES

n/a

Fixed income

$6.2M

Dec 31, 2024

commingled

Irs 990

PRIVATE EQUITY CORE FUND VIII, 3,977,131.18 SHARES

n/a

Private equity

$5.8M

Dec 31, 2024

commingled

Irs 990

BLACKSTONE REAL ESTATE PARTNERS IX FLP, 4,816,893.24 SHARES

Blackstone

Real estate

$5.5M

Dec 31, 2024

commingled

Irs 990

CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES FD, LP 3,488,718

n/a

Private equity

$4.0M

Dec 31, 2024

commingled

Irs 990

PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III LP 1,157234.65 SH.

n/a

Private equity

$3.9M

Dec 31, 2024

commingled

Irs 990

WM ALTERNATIVES TOPS L/S EQT. FUND LTD.

n/a

Private equity

$2.9M

Dec 31, 2024

commingled

Irs 990

TACOPPS FEEDER FUND I (OFFSHORE) LP 1,421,367.92 SH.

n/a

Private equity

$2.3M

Dec 31, 2024

commingled

Irs 990

MAKENA ENDOWMENT FUND, 1

n/a

Private equity

$1.9M

Dec 31, 2024

commingled

Irs 990

CREDIT ALTERNATIVES FUND LTD CL A, 1500 SH.

n/a

Private credit

$1.7M

Dec 31, 2024

commingled

Irs 990

BLACKSTONE REAL ESTATE PARTNERS X.F LP REAL ESTATE, 319,821.3 SH.

Blackstone

Real estate

$1.5M

Dec 31, 2024

commingled

Irs 990

PRIVATE EQUITY STRATEGIC OPPORTUNITIES FD V, 808000 SHARES

n/a

Private equity

$1.3M

Dec 31, 2024

commingled

Irs 990

SPONSOR BACKED CREDIT FEEDER III, LP, 250,000 SHARES

n/a

Private credit

$250,000

Dec 31, 2024

commingled

Irs 990

Manager

Mandate

From

Current

Evidence

Blackstone

n/a

Dec 31, 2024

n/a

yes

fact