DFX Intelligence

Allocator Intelligence

Achelis and Bodman Foundation

Foundation· New York, New York

Foundation, based in New York, New York, reporting $143M in assets.

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

Assets
$143M
Fund commitments
40
Managers
16
Contact decision makersView relationships
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Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (40)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Latest dated change: 24 Sep 2026, Re-up prospect for Cyprium Investors VI LP: condition no longer holds; not judged. Every change is listed below.

13 more managers and 37 more commitments

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

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People to know

View all people
  • John B Krieger
    EXECUTIVE DIRECTOR/SECRETARY
    Why: Executive director: runs the plan or the office
    No route on file yet
  • Russell P. Pennoyer
    President
    Why: Runs the firm (chief executive or president)
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
Achelis and Bodman Foundation
Funds committed to
All 21
Managers
All 16

Relationship network

58 connected entities40 observed commitments3 repeat counterparties13 dated commitments 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.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Person
›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 basesFoundation · EIN 136022018Show
Foundation
Assets
$143M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
40
16 managers on Schedule C

Allocation policy

IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • PRIVATE ADVISORS SECONDARY FUND V LP $2.1M
  • PRIVATE ADVISORS SECONDARY FUND V LP $2.1M
  • PRIVATE ADVISORS SECONDARY FUND VI LP $2.6M
  • PRIVATE ADVISORS SECONDARY FUND VI LP $2.6M
  • PRIVATE ADVISORS REAL ASSETS FUND III $5.5M

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.

Decision makers

who to call first about an allocation, and why; then everyone else by function
  • John B Krieger · EXECUTIVE DIRECTOR/SECRETARY
    Why this person: Executive director: runs the plan or the office
  • Russell P. Pennoyer · President
    Why this person: Runs the firm (chief executive or president)

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

People

3 roles

Manager roster

16 managers on the commitment tape
From the plan’s own commitment disclosures

+13 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

4 events
  • Sep 24, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Cyprium Investors VI LP: condition no longer holds; not judged
    with Cyprium Partners
  • Sep 24, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Riverside Acceleration Capital Fund III, L.P.: condition no longer holds; not judged
    with The Riverside Company
  • Dec 20, 2024Re-up prospectinference
    Achelis and Bodman Foundation holds CYPRIUM INVESTORS IV LP; the manager has a newer fund open: Cyprium Investors VI LP (unknown, Form D first sale 2024-12-20); no commitment to it on the graph; 1 fund(s) of the series between them not held either
    with Cyprium Partners
  • Jul 24, 2024Re-up prospectinference
    Achelis and Bodman Foundation holds RIVERSIDE ACCELERATION CAPITAL FUND II LP; the manager has a newer fund open: Riverside Acceleration Capital Fund III, L.P. (state not recorded, Form D first sale 2024-07-24); no commitment to it on the graph
    with The Riverside Company
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

40 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024TIFF PRIVATE EQUITY PARTNERS 2009Tiff Investment ManagementPrivate equity$65,272 held2009Disclosed holdingapps.irs.gov
as of Dec 31, 2024RCP SECONDARY OPPORTUNITY FUND II, LPRCP Advisors 2, LLCPrivate equity$228,056 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RIVERSIDE ACCELERATION OPPORTUNITY FUND IIRiverside Acceleration CapitalPrivate equity$1.6M heldDisclosed holdingapps.irs.gov

+37 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Size and funding

3 readings
Total assets
$143M Dec 31, 2024 reported IRS 990
$143M (2024-12)
Income
$24.5M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 136022018
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 24, 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.

Across the graphs

Achelis and Bodman Foundation 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.

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Capital chain

Achelis and Bodman Foundation sits on 31 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 31 paths of capital through this record

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

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

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Record history

4 dated events on the change ledger, latest event first
  • Re up prospect resolved
    2026-09-24
  • Re up prospect resolved
    2026-09-24
  • Re up prospect
    2024-12-20

+1 more change on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+37 connections on the graph

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