DFX Intelligence

Data Factory

William H Donner Foundation Inc

Foundation on the family office graph

Search this name across graphsid dfx:fo:468cfb7c-b376-4268-a711-02f11446188b

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 21, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 53
Dated events: 40
On other graphs: 1
Observed: n/a to n/a

Across DFX

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

Allocatorsidentity

William H Donner Foundation Inc

Allocator · shared ein

Relationships

Invested in (17)

→ Accolade Partners Growth I, L.P.Fundholds
factForm 990-PF
→ Accolade Partners Growth II, L.P.Fundholds
factForm 990-PF
→ Accolade Partners Growth III, L.P.Fundholds
factForm 990-PF
→ Accolade Partners III, L.P.Fundholds
factForm 990-PF
→ Accolade Partners IVFundholds
factForm 990-PF
→ Accolade Partners IxFundholds
factForm 990-PF
→ Accolade Partners VFundholds
factForm 990-PF
→ Accolade Partners VIFundholds
factForm 990-PF
→ Accolade Partners VIIFundholds
factForm 990-PF
→ Accolade Partners ViiiFundholds
factForm 990-PF
→ Bridge Workforce and Affordable Housing Fund Ii-R LPFundholds
factForm 990-PF
→ Camden Partners Strategic Fund VI, L.P.Fundholds
factForm 990-PF
→ IPI Partners Ii-A, LPFundholds
factForm 990-PF
→ Knighthead Special Situations Real Estate Fund II, LPFundholds
factForm 990-PF
→ Legacy Distressed Opportunities Partners, LtdFundholds
factForm 990-PF
→ Oaktree Real Estate Debt Fund III, L.P.Fundholds
factForm 990-PF
→ Oaktree Real Estate Income Fund, L.P.Fundholds
factForm 990-PF

Principal of (36)

← Christopher RooseveltPersonTRUSTEE, VICE PRESIDENT
factForm 990-PF
← Suzanne L SpencerPersonTRUSTEE, TREASURER
factForm 990-PF
← Kaila SpencerPersonTRUSTEE, SECRETARY
factForm 990-PF
← David W DonnerPersonTRUSTEE, PRESIDENT
factForm 990-PF
← Timothy J DonnerPersonTRUSTEE AS OF 10/19/24
factForm 990-PF
← William Edwards IIIPersonTRUSTEE AS OF 10/19/24
factForm 990-PF
← Donner HansonPersonTRUSTEE AS OF 10/19/24
factForm 990-PF
← Ashley LainhartPersonTRUSTEE AS OF 10/19/24
factForm 990-PF
← Eliza WinsorPersonTRUSTEE AS OF 10/19/24
factForm 990-PF
← Athena WashburnPersonTRUSTEE AS OF 10/19/24
factForm 990-PF
← Nicholas RooseveltPersonTRUSTEE AS OF 10/19/24
factForm 990-PF
← Anita WinsorPersonTrustee
factForm 990-PF
← Alexa C DonnerPersonTrustee
factForm 990-PF
← Alexander Donner EsqPersonTrustee
factForm 990-PF
← AVA DonnerPersonTrustee
factForm 990-PF
← Deborah DonnerPersonTrustee
factForm 990-PF
← Joseph W Donner IIIPersonTrustee
factForm 990-PF
← Timothy E DonnerPersonTrustee
factForm 990-PF
← Stephanie HansonPersonTrustee
factForm 990-PF
← Sharon W LainhartPersonTrustee
factForm 990-PF
← Brittany D RoyPersonTrustee
factForm 990-PF
← Dillon RoyPersonTrustee
factForm 990-PF
← Aaron SpencerPersonTrustee
factForm 990-PF
← Hunter SpencerPersonTrustee
factForm 990-PF
← John D SpencerPersonTrustee
factForm 990-PF
← Parker SpencerPersonTrustee
factForm 990-PF
← Robert D SpencerPersonTrustee
factForm 990-PF
← Shane SpencerPersonTrustee
factForm 990-PF
← William SpencerPersonTrustee
factForm 990-PF
← Cristina WinsorPersonTrustee
factForm 990-PF
and 6 more

Dated events

29 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Foundation officer joined
DONNER HANSON (TRUSTEE AS OF 10/19/24) appears on William H Donner Foundation Inc's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2024
Foundation officer joined
ASHLEY LAINHART (TRUSTEE AS OF 10/19/24) appears on William H Donner Foundation Inc's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2024
Foundation officer joined
ELIZA WINSOR (TRUSTEE AS OF 10/19/24) appears on William H Donner Foundation Inc's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2024
Foundation officer joined
ATHENA WASHBURN (TRUSTEE AS OF 10/19/24) appears on William H Donner Foundation Inc's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2024
Foundation officer joined
NICHOLAS ROOSEVELT (TRUSTEE AS OF 10/19/24) appears on William H Donner Foundation Inc's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2024
Foundation officer joined
HELEN MCLEAN (EXECUTIVE DIRECTOR) appears on William H Donner Foundation Inc's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2024
Foundation officer joined
WILLIAM EDWARDS III (TRUSTEE AS OF 10/19/24) appears on William H Donner Foundation Inc's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Oct 31, 2022
Foundation officer joined
PARKER SPENCER (TRUSTEE) appears on William H Donner Foundation Inc's 2022-10-31 return
Form 990-PFobserved 7 days ago
Occurred
Oct 31, 2022
Foundation officer joined
AVA DONNER (TRUSTEE) appears on William H Donner Foundation Inc's 2022-10-31 return
Form 990-PFobserved 7 days ago
Occurred
Oct 31, 2022
Foundation officer joined
STEPHANIE HANSON (VICE PRESIDENT) appears on William H Donner Foundation Inc's 2022-10-31 return
Form 990-PFobserved 7 days ago
Occurred
Oct 31, 2022
Foundation officer joined
SOPHIA WASHBURN (TRUSTEE) appears on William H Donner Foundation Inc's 2022-10-31 return
Form 990-PFobserved 7 days ago

Show 29 bookkeeping events

Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE OPPORTUNITIES FUND X FEEDER (CAYMAN), L.P. (was $1.5M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports DEERPATH CAPITAL ADVANTAGE IV (CAYMAN), LP (was $10.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports DEERPATH CAPITAL ADVANTAGE VI (CAYMAN), LP (was $2.3M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports DEERPATH CAPITAL V, LP (was $7.7M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports NORTH HAVEN CREDIT PARTNERS III OFFSHORE FEEDER L.P. (was $6.5M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE LIFE SCIENCES LENDING FUND, L.P. (was $4.1M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE MEZZANINE FUND III, L.P. (was $0.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE MEZZANINE FUND IV, L.P. (was $0.5M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE MEZZANINE FUND V, L.P. (was $4.4M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE OPPORTUNITIES FUND VIII (CAYMAN) LTD. (was $0.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE OPPORTUNITIES FUND VIIIB (CAYMAN) LTD. (was $0.3M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE OPPORTUNITIES FUND XB FEEDER (CAYMAN), L.P. (was $8.1M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OAKTREE OPPORTUNITIES FUND XI FEEDER (CAYMAN), L.P. (was $6.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports OCM OPPORTUNITIES FUND VIIB L.P. (ANTAR AND CO., NOMINEE) (was $0.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
William H Donner Foundation Inc no longer reports WARATAH INCOME FUND TRUST CLASS FU - MASTER SERIES (was $7.2M) on its 2024-12-31 return
Occurred
Oct 31, 2023
William H Donner Foundation Inc's 2023-10-31 return lists its investments in a new form: 15 of 25 earlier lines gone, 22 of 32 new
Occurred
Oct 31, 2022
William H Donner Foundation Inc first reports DEERPATH CAPITAL VI at $1.0M on its 2022-10-31 return
Occurred
Oct 31, 2022
William H Donner Foundation Inc no longer reports PERSEUS PROPERTY PARTNERS LP (was $0.3M) on its 2022-10-31 return
Occurred
Oct 31, 2022
William H Donner Foundation Inc no longer reports PERSEUS REALTY PARTNERS GP (was $0.2M) on its 2022-10-31 return
Occurred
Oct 31, 2022
William H Donner Foundation Inc no longer reports CAMDEN V PARTNERS (was $0.0M) on its 2022-10-31 return
Occurred
Oct 31, 2022
William H Donner Foundation Inc: ACCOLADE III PARTNERS $9.6M to $5.9M (-39%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: OCM MEZZANINE FUND IV $2.3M to $0.8M (-65%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: MS INSTITUTIONAL FUND $10.7M to $4.6M (-58%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: OCM MEZZANINE FUND V $2.3M to $4.2M (+80%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: OCM OPPORTUNITIES FUND XI $1.8M to $3.5M (+96%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: ACCOLADE VIII PARTNERS $1.5M to $2.8M (+79%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: ACCOLADE GROWTH II $0.4M to $1.8M (+403%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: IPI PARTNERS II-A $0.8M to $2.7M (+239%) year over year
Occurred
Oct 31, 2022
William H Donner Foundation Inc: CAMDEN VI PARTNERS $5.3M to $7.5M (+41%) year over year

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Christopher Roosevelt (TRUSTEE, VICE PRESIDENT), Suzanne L Spencer (TRUSTEE, TREASURER), Kaila Spencer (TRUSTEE, SECRETARY), David W Donner (TRUSTEE, PRESIDENT), Timothy J Donner (TRUSTEE AS OF 10/19/24), William Edwards III (TRUSTEE AS OF 10/19/24), Donner Hanson (TRUSTEE AS OF 10/19/24), Ashley Lainhart (TRUSTEE AS OF 10/19/24), Eliza Winsor (TRUSTEE AS OF 10/19/24), Athena Washburn (TRUSTEE AS OF 10/19/24), Nicholas Roosevelt (TRUSTEE AS OF 10/19/24), Anita Winsor (TRUSTEE).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:468cfb7c-b376-4268-a711-02f11446188b
First observed: n/a
Last observed: n/a : not yet measured
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.

William H Donner Foundation Inc

Foundation on the family office graph

Search this name across graphsid dfx:fo:468cfb7c-b376-4268-a711-02f11446188b

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 21, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.