DFX Intelligence

Allocator Intelligence

This allocator's name

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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Foundation in Florida

Foundation· Miami Beach, Florida

Foundation, based in Miami Beach, Florida, reporting $409M in assets.

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

Assets
$409M
Fund commitments
2
Managers
1
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Commitments (2)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
Foundation in Florida
Managers
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$409M
Total assets, Jun 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
2
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
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025MONDRIAN ALL COUNTRIES EQUITY FUNDMondrian Investment Group(us) IncPublic equity$36.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025WESTERN ASSETS/CORE PLUS (LEGG MASON) FL FUNDWestern Assets Core Plus FlFixed income$60.4M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$409M Jun 30, 2025 reported IRS 990
$409M (2025-06)
Income
$141M Jun 30, 2025 reported IRS BMF
Provenance
Identifiers: none on file
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

This record is the same institution as 1 record in Family Offices.

Family Offices1

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›Connections

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+1 connection on the graph

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