DFX Intelligence

Allocator Intelligence

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Foundation

N•••• C• a•• H• J• L•••••• S•••• F•••••••••

FoundationOrange, TX
Assets
$419M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
14
4 managers on Schedule C
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
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
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024P•••••• R••• R••• E•• F••• I•P••••••Private equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••••• I••••••••• I••••• F••• I•B•••••••••Fixed income$5.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K•• P•••••• E••••• C••• L••K••Private equity$11.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• P••• O••••••• V•••S•••••••• P•••Private equity$3.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K•• A•••••••• F••• P•••••• I••••••• O•••••••KKR A•••••••• P•••••• I•••••••Private equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••• P•••••• M•••••• F••• I•A••• P•••••• M••••••Private equity$6.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••• X• O••••••• A••••• F•••• L•••B••• A•••••Private equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• P•• O••••••••• F••••• I•C••••• PCO O•••••••••Private equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• P••• O••••••• I•S•••••••• P•••Private equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• O••••••• P••••••• X• A••••• F•••• L•••A••••• M••••••••• L•••Private equity$714,058 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• P•• S•••••••• F••••• I•C••••• PCO S••••••••Private equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024I••••• L••I•••••Private equity$72,783 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•• G••••• S••• a•• C••••••• F•••GCM G••••• S••• and C•••••••Private equity$86.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• P•• O••••••• I•• L•C••••• PCOPrivate equity$473,855 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$673M Dec 31, 2024 reported IRS 990
$419M (2024-12)
Income
$187M Dec 31, 2024 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 746047440
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.