DFX Intelligence

Allocator Intelligence

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Foundation· Cartersville, Georgia

Foundation, based in Cartersville, Georgia, reporting $129M in assets.

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

Assets
$129M
Total assets
Private allocation
Not collected
Fund commitments
Not established
Allocation policyPeople
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Why this matters
Size, funding, policy and commitments, with their basesFoundation · EIN 582507031Show
Foundation
Assets
$129M
Total assets, Jun 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
IRS 990, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • INVESTMENTS IN PRIVATE EQUITY $147,148
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
1 roles
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
3 readings
Total assets
$129M Jun 30, 2025 reported IRS 990
$129M (2025-06)
Income
$24.2M Jun 30, 2025 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 582507031
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.