26 more managers and 66 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Newton and Rochelle Beckercharitable Trust

Foundation· Larkspur, California

Foundation, based in Larkspur, California, reporting $157M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$157M
Fund commitments
69
Managers
29
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (69)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 24 Sep 2026, Re-up prospect for Warren Equity Partners Fund V, L.P.: condition no longer holds; not judged.

Capital path

who backs this record, through what, into what; each name opens its own path
Newton and Rochelle Beckercharitable Trust
Funds committed to
All 44
Managers
All 29
Size, funding, policy and commitments, with their basesFoundation · EIN 203822168Show
Foundation
Assets
$157M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
69
29 managers on Schedule C
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
No investment staff or executives have been read for this allocator yet.
Manager roster
29 managers on the commitment tape
From the plan’s own commitment disclosures

+26 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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What changed
4 events
  • Sep 24, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Warren Equity Partners Fund V, L.P.: condition no longer holds; not judged
    with Warren Equity Partners Manager, L.P.no URL
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Level Structured Capital III, L.P.: condition no longer holds; not judged
    with Level Equityno URL
  • May 22, 2025Re-up prospectinference
    Newton and Rochelle Beckercharitable Trust holds WARREN EQUITY PARTNERS FUND III-A, L.P.; the manager is raising: Warren Equity Partners Fund V, L.P. (fundraising, Form D first sale 2025-05-22); no commitment to it on the graph; 1 fund(s) of the series between them not held either
    with Warren Equity Partners Manager, L.P.no URL
  • Sep 18, 2024Re-up prospectinference
    Newton and Rochelle Beckercharitable Trust holds LEVEL STRUCTURED CAPITAL II, L.P.; the manager has a newer fund open: Level Structured Capital III, L.P. (state not recorded, Form D first sale 2024-09-18); no commitment to it on the graph
    with Level Equityno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
69 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024KLINE HILL PARTNERS OFFSHORE FUND II LPKline Hill Partners LPPrivate equity$471,521 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KLINE HILL PARTNERS OFFSHORE FUND III LPKline Hill Partners LPPrivate equity$362,539 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024JANCHOR PARTNERS PAN-ASIAN FUNDJanchor PartnersPrivate equity$1.5M heldDisclosed holdingapps.irs.gov

+66 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
3 readings
Total assets
$157M Dec 31, 2024 reported IRS 990
$157M (2024-12)
Income
$32.9M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: EIN 203822168
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 25, 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.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

Newton and Rochelle Beckercharitable Trust is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

Newton and Rochelle Beckercharitable Trust sits on 48 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to PE fund to manager to company

DFX traced 48 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

4 dated events on the change ledger, latest first
  • Re up prospect resolved
    2026-09-24
  • Re up prospect resolved
    2026-09-23
  • Re up prospect
    2025-05-22

+1 more change on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+73 connections on the graph

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