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AllocatorsAllocatorfoundation100m-1b

Taft Foundation

Allocators

Fort Lauderdale, FL

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Search this name across graphsid dfx:al:d2af9ed5-2112-49ba-9593-3338760c1eef

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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

Taft Foundation

Family foundation · shared ein

Facts

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

Total assets: $240Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 12with an amount; holdings are counted apart
Managers: 3
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 1
EIN: 201232852

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
COATUE OPPORTUNITY OFFSHORE FUND II 2,380,265.019 QTY	Coatue Management, L.L.C.	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
SILVER LAKE PARTNERS IV PRIVATE INVESTORS LP	n/a	Private equity	$1.4M	Dec 31, 2024	commingled	Irs 990
SLA II PRIVATE INVESTORS OFFSHORE LP	n/a	Private equity	$815,017	Dec 31, 2024	commingled	Irs 990
DOVER STREET FUND XI PRIVATE INVESTORS OFFSHORE SICAV-RAIF SCSP	n/a	Private equity	$799,934	Dec 31, 2024	commingled	Irs 990
ARES PCS II PRIVATE INVESTORS OFFSHORE LP	n/a	Private equity	$672,573	Dec 31, 2024	commingled	Irs 990
OCA BRAIDWELL PARTNERS	n/a	Private equity	$302,875	Dec 31, 2024	commingled	Irs 990
HOUND PARTNERS VARIABLE BETA FUND, LTD	n/a	Private equity	$234,473	Dec 31, 2024	commingled	Irs 990
OCA BREDS IV TE LLC	Offit Capital	Private equity	$224,040	Dec 31, 2024	commingled	Irs 990
GSO PRIVATE INVESTORS OFFSHORE III SICAV-RAIF SCS	n/a	Private equity	$218,278	Dec 31, 2024	commingled	Irs 990
OCA FSSA ASIAN EQUITY LEADERS FUND LLC	n/a	Public equity	$190,136	Dec 31, 2024	commingled	Irs 990
OCA CMTG LLC	Offit Capital	Private equity	$55,980	Dec 31, 2024	commingled	Irs 990
JPM MANAGED INCOME FUND (JMGIX) 189.800 QTY	Jpmorgan	Fixed income	$1,897	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
Coatue Management, L.L.C.	n/a	Dec 31, 2024	n/a	yes	fact
Jpmorgan	n/a	Dec 31, 2024	n/a	yes	fact
Offit Capital	n/a	n/a	n/a	yes	fact

People

investment staff and board roles as the plan's own site or report names them; Form 5500 fiduciary signers are never published

Person	Title	Role	Asset class	Current	From	Source
Nina Bershadker	EXECUTIVE DIRECTOR	Executive director	n/a	yes	n/a	Irs 990

Relationships

Manages for (3)

← JpmorganInvestment consultant
Dec 31, 2024 to presentfactForm 990
← Coatue Management, L.L.C.Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Offit CapitalManager with allocator capital
factForm 990

Lp of (2)

→ OCA Cmtg LLCVehicle with allocator capital
factForm 990
→ OCA Breds IV Te LLCVehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:d2af9ed5-2112-49ba-9593-3338760c1eef
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.

Taft Foundation

Allocators

Fort Lauderdale, FL

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:d2af9ed5-2112-49ba-9593-3338760c1eef

Vehicle

Manager

Bucket

Value

As of

Kind

Source

COATUE OPPORTUNITY OFFSHORE FUND II 2,380,265.019 QTY

Coatue Management, L.L.C.

Private equity

$2.9M

Dec 31, 2024

commingled

Irs 990

SILVER LAKE PARTNERS IV PRIVATE INVESTORS LP

n/a

Private equity

$1.4M

Dec 31, 2024

commingled

Irs 990

SLA II PRIVATE INVESTORS OFFSHORE LP

n/a

Private equity

$815,017

Dec 31, 2024

commingled

Irs 990

DOVER STREET FUND XI PRIVATE INVESTORS OFFSHORE SICAV-RAIF SCSP

n/a

Private equity

$799,934

Dec 31, 2024

commingled

Irs 990

ARES PCS II PRIVATE INVESTORS OFFSHORE LP

n/a

Private equity

$672,573

Dec 31, 2024

commingled

Irs 990

OCA BRAIDWELL PARTNERS

n/a

Private equity

$302,875

Dec 31, 2024

commingled

Irs 990

HOUND PARTNERS VARIABLE BETA FUND, LTD

n/a

Private equity

$234,473

Dec 31, 2024

commingled

Irs 990

OCA BREDS IV TE LLC

Offit Capital

Private equity

$224,040

Dec 31, 2024

commingled

Irs 990

GSO PRIVATE INVESTORS OFFSHORE III SICAV-RAIF SCS

n/a

Private equity

$218,278

Dec 31, 2024

commingled

Irs 990

OCA FSSA ASIAN EQUITY LEADERS FUND LLC

n/a

Public equity

$190,136

Dec 31, 2024

commingled

Irs 990

OCA CMTG LLC

Offit Capital

Private equity

$55,980

Dec 31, 2024

commingled

Irs 990

JPM MANAGED INCOME FUND (JMGIX) 189.800 QTY

Jpmorgan

Fixed income

$1,897

Dec 31, 2024

commingled

Irs 990

Manager

Mandate

From

Current

Evidence

Coatue Management, L.L.C.

n/a

Dec 31, 2024

n/a

yes

fact

Jpmorgan

n/a

Dec 31, 2024

n/a

yes

fact

Offit Capital

n/a

yes

fact

Person

Title

Role

Asset class

Current

From

Source

Nina Bershadker

EXECUTIVE DIRECTOR

Executive director

n/a

yes

n/a

Irs 990