DFX Intelligence

Allocator Intelligence

Foundation in Colorado

Foundation· Carbondale, Colorado

Foundation, based in Carbondale, Colorado, reporting $884M in assets.

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

Assets
$884M
Fund commitments
3
Managers
1
View relationships
More
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (3)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. No dated change on record yet.

This allocator's name

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

Capital path

who backs this record, through what, into what; each name opens its own path
Foundation in Colorado
Funds committed to
Managers

Relationship network

4 connected entities3 observed commitments1 dated commitment shown here, 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

This allocator
CO

2 more funds on this record

Reading the network
  • Sponsor
  • Fund or vehicle
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$884M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
3
1 manager 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

1 manager on the commitment tape
From the plan’s own commitment disclosures

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Generation IM Sustainable Solutions Fund IV (B), ILPGeneration Investment Management LLPPrivate equity$1.4M held2022Disclosed holdingapps.irs.gov
as of Dec 31, 2024Fifth Avenue Private Equity 16 LLCFifth Avenue Private EquityPrivate equity$265,419 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Fifth Avenue Private Equity 17 LLCFifth Avenue Private EquityPrivate equity$75,929 heldDisclosed holdingapps.irs.gov

Size and funding

3 readings
Total assets
$884M Dec 31, 2024 reported IRS 990
$292M (2024-12)
Income
$19.6M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: none on file
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 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

This record 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.

Checking your plan…

Capital chain

This record sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path of capital through this record

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

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

Checking your plan…

›Connections

every published relationship on the graph

+2 connections on the graph