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.

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Foundation

R••••• I• S•••••••• F••••••••• I••

FoundationRockville, MD
Assets
$184M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
4 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • TRUST VENTURES FUND III LP $1.5M
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
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024I•••••• P••••••• ••••••• X••InsightPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• R••• F••• I•• L••T•• C•••••• A•••••••• L••Private equity$494,459 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•• F•••••••• S••••••• F••• •E•• C•••••• L•Private equity$13.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 20242• •••• I•••••• V•••••••• L••2i VenturesPrivate equity$792,236 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•••••••• P•••••• O•• F••• I•Blackrock Private OppPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• C•••• F••• I••• L•Camber CreekPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••• A••• F••• I• L•• ••• •Cibus Anna (altPrivate equity$696,594 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• I••• P••••••• V••• F•••Coller Intl FeedPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•• D••• O••••••••• O••••••EJF Debt OffshorPrivate credit$5.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•• V••••••• O••••••• F••• L•EJF VenturesPrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F• C••••• R••• E••••• I••••• T•FS Credit Real Estate IncomePrivate credit$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024I•••• I••••••••• F••• ••••••Infra Investments (icapitInfrastructure$4.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K•• P•••••• E••••• C•••••••••KKR Private Equity ConglomeratPrivate equity$5.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••• C•••••• V• L••B••••••• C••••••• L•••••Private equity$740,316 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••• S•••••• V•• T•• L••Starwood Sof Vip TePrivate equity$785,558 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• R••• F••• C••••• A•• I•• L•The Rise Cayfir AivPrivate equity$191,935 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• R••• F••• C••••• A•• I•• L•The Rise AivPrivate equity$914,499 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• R••• F••• D• A•• I•• L••The Rise de AivPrivate equity$251,234 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• R••• F••• F••••• A•• I•• L•The Rise Firpta AivPrivate equity$25,599 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• T••••••• G••••• F•••S•••••••• G•••• L•Hedge / diversifiers$2.0M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$184M Dec 31, 2024 reported IRS 990
$150M (2024-12)
Income
$62.6M Dec 31, 2024 reported IRS BMF
What changed
1 events
  • Sep 16, 2026Re-up prospectreport dateinference
    Robert I Schattner Foundation Inc holds BLUMBERG CAPITAL V, L.P; the manager is raising: Blumberg Capital VI, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with B••••••• C••••••• L•••••no URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 521800778
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 16, 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.