DFX Intelligence

Allocator Intelligence

Lisa and Douglas Goldman Fund

Foundation· SAN Francisco, California

Foundation, based in SAN Francisco, California, reporting $277M in assets.

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

Assets
$277M
Fund commitments
26
Managers
9
Contact decision makersView relationships
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Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (26)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.

6 more managers and 23 more commitments

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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People to know

View all people
  • Nancy Kami
    EXEC DIRECTOR
    Why: The record names them as a decision maker
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
Lisa and Douglas Goldman Fund
Funds committed to
All 8
Managers
All 9

Relationship network

36 connected entities26 observed commitments2 repeat counterparties6 dated commitments shown here, 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Person
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 943167546Show
Foundation
Assets
$277M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
26
9 managers 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.

Decision makers

who to call first about an allocation, and why; then everyone else by function
  • Nancy Kami · EXEC DIRECTOR
    Why this person: The record names them as a decision maker

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

People

1 role

Manager roster

9 managers on the commitment tape
From the plan’s own commitment disclosures

+6 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

26 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024MAINSAIL PARTNERS VIMainsail PartnersPrivate equity$1.3M held2022Disclosed holdingapps.irs.gov
as of Dec 31, 2024LEGACY VENTURE V, LLCNext Legacy Management, LLCVenture$767,714 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SUSTAINABLE ASSET FUND IIVision Ridge Partners, LLCPrivate equity$2.0M held2019Disclosed holdingapps.irs.gov

+23 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Size and funding

3 readings
Total assets
$277M Dec 31, 2024 reported IRS 990
$277M (2024-12)
Income
$50.9M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 943167546
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

Lisa and Douglas Goldman Fund is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

Lisa and Douglas Goldman Fund sits on 14 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to PE fund to manager to company

DFX traced 14 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

every published relationship on the graph

+17 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.