Plinth · Endowment intelligence
Find your next foundation client
Every US private foundation’s itemized holdings, read from IRS filings: whose assets just jumped, who is new, who moved managers, and who manages their own money. Describe your ideal client and screen for it; load your fund family’s book and get warm-path prospects.
warehouse 2026-08-27 · asset items 2026-09-21 · holdings classified 2026-08-21 · filings lag 12–24 months
The full tables, the target finder, client books with warm-path matching, and CSV export.
Figures are read from IRS Form 990-PF e-file XML, FY2017–2026, at fair market value. Holdings are resolved to canonical securities and fund families, corroborated against reference lists and cross-foundation co-occurrence; unresolved holdings are excluded rather than guessed. A manager “move” is a statement about what the filings itemize, not about any engagement. Board links count high-confidence shared-trustee matches only. Every row links to the foundation’s dossier and its filing. Source: IRS Form 990 downloads.