DFX Intelligence

Allocator Intelligence

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Foundation· COS Cob, Connecticut

Foundation, based in COS Cob, Connecticut, reporting $193M in assets.

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

Assets
$193M
Total assets
Allocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Why this matters
Size, funding, policy and commitments, with their basesFoundation · EIN 263919092Show
Foundation
Assets
$193M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • EXCHANGE TRADED FUNDS $26.1M
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
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
3 readings
Total assets
$193M Dec 31, 2024 reported IRS 990
$143M (2024-12)
Income
$61.8M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: EIN 263919092
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, fund commitments.