DFX Intelligence

Allocator Intelligence

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J••• R••• F••••••••• T••••

Foundation· Urbandale, Iowa

Foundation, based in Urbandale, Iowa, reporting $85.5M in assets.

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

Assets
$85.5M
Fund commitments
3
Managers
1
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Commitments (3)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
J••• R••• F••••••••• T••••
Managers
Size, funding, policy and commitments, with their basesFoundation · EIN 426059463Show
Foundation
Assets
$85.5M
Total assets, Jun 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
3
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
3 rows, 0 dated closings
2025 · 3 rows · 3 with no amount printed
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025V••••• A•••••••• D••••••••• I••••• • C•••• F•••V••••• A•••••••• D••••••••• Income C•••Hedge / diversifiers$207,350 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025C•••••••• S••••••• F•••• L•C•••••••• S•••••••Private equity$856,049 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025T•••• W•••• H••••••••• F•••T•••• C•••••• M••••••••• L••Private equity$118,593 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
$85.5M Jun 30, 2025 reported IRS 990
$100M (2025-06)
Income
$28.4M Jun 30, 2025 reported IRS BMF
Provenance
Identifiers: EIN 426059463
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

J••• R••• F••••••••• T•••• is the same institution as 1 record in Family Offices.

Family Offices1

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›Connections

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Show 1 connection across 1 kind
Manages for (1)