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.

Foundation

Howley Foundation Ua 05192016

FoundationCleveland, OH
Assets
$132M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
7
1 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024PEPPERTREE CAPITAL FUNDPeppertree Capital Management Inc.Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RADICAL EQUITYRadical EquityPublic equity$902,145 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BERKSHIRE FUND X-ABerkshirePrivate equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PRIMUS CAPITAL FUNDPrimus CapitalPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ATLAS CAPITAL FUNDAtlas CapitalPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OTTAWA AVE FUNDOttawa AvePrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WP GLOBAL GROWTH 14WP Global GrowthPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$170M Dec 31, 2024 reported IRS 990
$132M (2024-12)
Income
$112M 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 616565954
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.