DFX Intelligence
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Foundation· KEY Largo, Florida
Foundation, based in KEY Largo, Florida, reporting $158M in assets.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $158M
- Fund commitments
- 3
- Managers
- 1
Total assets
Board minutes, annual reports and Form 5500
Form 5500 Schedule C and reports
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.
Size, funding, policy and commitments, with their basesFoundation · EIN 133437924ShowHide
Foundation
Assets
$158M
Total assets, Dec 31, 2024 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
- S•••• P•••• C••••• A•••••• L••1 row, latest Dec 31, 2024
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
2024 · 3 rows · 3 with no amount printed
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | S•• L••••• C••••• F••••• F••• | S•••• P•••• C••••• A•••••• L•• | Private credit | $89.3M held | 2024 | Disclosed holding | apps.irs.gov |
| as of Dec 31, 2024 | S•••• P•••• C••••• C••••••••• | S•••• P•••• C••••• C••••••••• | Private credit | $32.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S• C•••••••• H••••••• L•• | SP Catamount | Private equity | $10.7M held | Disclosed holding | apps.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
Provenance
Identifiers: EIN 133437924
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.