DFX Intelligence

Allocator Intelligence

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V••••• B•••••• L••••• F•••••••••

Foundation· Harlingen, Texas

Foundation, based in Harlingen, Texas, reporting $453M in assets.

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

Assets
$453M
Fund commitments
9
Managers
5
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Commitments (9)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

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

Capital path

who backs this record, through what, into what; each name opens its own path
V••••• B•••••• L••••• F•••••••••
Funds committed to
Managers
Size, funding, policy and commitments, with their basesFoundation · EIN 741936869Show
Foundation
Assets
$453M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
9
5 managers 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
5 managers on the commitment tape
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
2024 · 9 rows · 9 with no amount printed
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024G•••••• A••••••• O•••••••••G•••••• A•••••••Private equity$711,351 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••• H••••• V•••••••S•••• C•••••• M••••••••• L•Private equity$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• • R••• E••••• • A••••••••• I•••BOA Real Estate AttachmentReal estate$9.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• • H•••• F•••• • A••••••••• I•••BOA Hedge : AttachmentHedge / diversifiers$14.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•••••• O••••••••• A••••• F••• X••O•••••• C•••••• M••••••••• L•Private equity$310,130 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••••• O••••••• P• F••• I•B•••••••••Private equity$10.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••• L•PrisaPrivate equity$11.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• D••••••••• O•• F••• I••Canyon Distressed OppPrivate credit$6.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••• E••••••••• P•••••••H•• M••••••••• C•••••••••Private equity$116,267 heldDisclosed holdingapps.irs.gov

Dates are the plan’s own closing date where it printed one, otherwise the date of the report that disclosed the holding.

Size and funding
3 readings
Total assets
$453M Dec 31, 2024 reported IRS 990
$453M (2024-12)
Income
$142M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: EIN 741936869
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

V••••• B•••••• L••••• F••••••••• is the same institution as 1 record in Family Offices.

Family Offices1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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Capital chain

V••••• B•••••• L••••• F••••••••• sits on 9 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

Every record on each path, what it committed or lent, and as of when. The capital chain is a join across the graphs and opens with the Data Factory.

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

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›Connections

every published relationship on the graph
Show 7 connections across 2 kinds
Manages for (5)