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.

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Foundation

T•• L••••• F•••••••••

FoundationOmaha, NE
Assets
$437M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
13
2 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
1 roles
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A•••• S••••• L••• F••• O••••••Audax Senior Loan OffshorPrivate credit$10.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••• I••••••••• E••••• P••• L•Perterra Equity PortPublic equity$17.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••• V•••••• F••• O•• L•Proven Venture OneVenture$581,906 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E••••• P•••••••• T• 2••• L•Private Equity Portfolio Te 2022Private equity$4.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• S••••• F••• V• L•T••• B••••• C•••••• P•••••••• L••Private equity$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T••• B••••• T•••• F••• L•T••• B••••• C•••••• P•••••••• L••Private equity$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E••••• P•••••••• T• 2••• L•Private Equity Portfolio Te 2023Private equity$551,058 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••• A••••• P•••••••• T• 2••• L•Real Assets Portfolio Te 2022Real assets$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••• A••••• P•••••••• T• 2••• L•Real Assets Portfolio Te 2023Real assets$3.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••• A••••• P•••••••• T• 2••• L•Real Assets Portfolio Te 2024Real assets$3.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••• C•••••• P•••••••• T• 2••• L•Venture Capital Portfolio Te 2022Venture$3.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••• C•••••• P•••••••• T• 2••• L•Venture Capital Portfolio Te 2023Venture$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••••••• C•••••• F••• V••• L•M••••••• C••••••Private equity$3.3M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$517M Dec 31, 2024 rep•••ed IRS 990
$437M (2024-12)
Income
$130M Dec 31, 2024 rep•••ed IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 943027928
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.