DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Foundation

Waitt Foundation

FoundationN Sioux City, SD
Assets
$136M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
28
2 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • US VENTURE PARTNERS XII $1.2M
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
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
28 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024CLAYTON, DUBILIER & RICE FUND XIIClayton Dubilier & Rice LLCPrivate equity$880,307 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WAVE EQUITY FUNDWave Equity PartnersPublic equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VARDE FUND XIIVardePrivate equity$427,489 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VARDE FUND XIIIVardePrivate equity$758,918 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AG CAPITAL RECOVERY VIII HOLDINGSAG Capital RecoveryPrivate equity$4,207 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AG SUPER FUND INT'L LTDAG Super Int'Private equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AKO LIMITED FUNDAkoPrivate equity$3.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ALKEON GROWTH OFFSHORE FUNDAlkeon GrowthPrivate equity$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE TACTICAL OPPS FUNDBlackstone Tactical OppsHedge / diversifiers$365,999 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE TACTICAL OPPS FUND IIIBlackstone Tactical OppsHedge / diversifiers$899,425 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CADIAN OFFSHORE FUNDCadianPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CANYON LAUREL INVESTMENT FUNDCanyon Laurel InvestmentPrivate equity$36,952 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CANYON LAUREL INVESTMENT FUND IICanyon Laurel InvestmentPrivate equity$708,684 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHARLESBANK EQUITY FUNDCharlesbank EquityPublic equity$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHILDREN'S INVESTMENT FUNDChildren' InvestmentPrivate equity$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CRC GLOBAL STRUCTURED CR FUNDCRC Global Structured CrPrivate equity$516,295 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FARALLON CAPITALFarallon CapitalPrivate equity$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FIXED INCOME FUND - OAKTREE ENHANCED INCOMEFixed Income Oaktree Enhanced IncomeFixed income$8,636 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FOLIUM CAPITAL AGRICULTURE FUNDFolium Capital AgricultureNatural resources$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FOLIUM CAPITAL TIMBER FUNDFolium Capital TimberNatural resources$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERATION IM GLOBAL EQUITY FUNDGeneration Im Global EquityPublic equity$3.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLOBAL EVENT PARTNERSGlobal EventPrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Q-BLK REAL ASSETS LPBLK Real AssetsReal assets$156,463 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STEPSTONE VC GLOBAL PARTNERS IX-BStepstone Vc GlobalPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STEPSTONE VC GLOBAL PARTNERS V-BStepstone Vc GlobalPrivate equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STEPSTONE VC GLOBAL PARTNERS VII-BStepstone Vc GlobalPrivate equity$3.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VIVO CAPITAL VIIIVivo CapitalPrivate equity$491,155 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VIVO VENTURES FUNDVivo VenturesPrivate equity$138,583 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$136M Dec 31, 2024 reported IRS 990
$136M (2024-12)
Income
$10.7M 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 460428166
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.