DFX Intelligence

Allocator Intelligence

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M•••••• F•••••••••

Foundation· Norwalk, Connecticut

Foundation, based in Norwalk, Connecticut, reporting $182M in assets.

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

Assets
$182M
Fund commitments
1
Managers
1
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Commitments (1)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. Last change: 3 Jan 2025, ••• Locked.

Capital path

who backs this record, through what, into what; each name opens its own path
M•••••• F•••••••••
Funds committed to
Managers
Size, funding, policy and commitments, with their basesFoundation · EIN 364969620Show
Foundation
Assets
$182M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
1
1 manager 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
1 event
  • Jan 3, 2025Re-up prospectinference
    ••• Locked
    with O•••••••• V•••••• P•••••••• L••no URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
2024 · 1 row · 1 with no amount printed
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024O•••••••• F••• I• L•O•••••••• V•••••• P•••••••• L••Private equity$30.3M held2022Disclosed 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
$216M Dec 31, 2024 reported IRS 990
$182M (2024-12)
Income
$88.0M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: EIN 364969620
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 16, 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

M•••••• 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

M•••••• F••••••••• sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

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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Record history

1 dated event on the change ledger, latest first
  • Re up prospect
    2025-01-03

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
Show 2 connections across 2 kinds
Manages for (1)
Lp of (1)