DFX Intelligence

Allocator Intelligence

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Foundation

U••••• S••••• J•••• F•••••••••

FoundationWashington, DC
Assets
$102M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
4
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
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
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024H••••••••• F••••• 2•••H••••••••• P••••••• L•Private equity$300,153 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• C•••••• S•••••••• O•••••••OCA Capital SolutionsPrivate equity$141,812 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••••••• F••••• 2•••H••••••••• P••••••• L•Private equity$531,856 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• C•••••• I•••••••••D••••• V•••• I•••••••• L•••Private equity$42,475 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$102M Dec 31, 2024 reported IRS 990
$102M (2024-12)
Income
$14.2M 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 133054425
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.