DFX Intelligence
Allocator Intelligence
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Foundation
J•• F•••••••••
FoundationWilmington, DE
Assets
$139M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
3 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- STRATEGIC P•••••RS O••••••• VI $2.6M
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
3 managers on the commitment tape
From the plan’s own commitment disclosures
- B•••••••••1 rows, latest Dec 31, 2024
- S•••••••1 rows, latest Dec 31, 2024
- S•••••••• G•••• L•1 rows, latest Dec 31, 2024
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | B••••••••• R••• E••••• I••••• | B••••••••• | Real estate | $3.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | I•••••• P••••••• ••••••• X• L• | Insight | Private equity | $4.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | I•••••• P••••••• ••••• X• •• | Insight (cf | Private equity | $4,727 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P• P•••••• V•••• E••••• P••••• | P• P•••••• V•••• E••••• P••••• | Public equity | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S•• P••••••• O•••••••• L•• | Seg | Private equity | $3.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S••••••• R••• E••••• I••••• T• | S••••••• | Real estate | $77,677 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S•••••••• V• S••••••••• F••• | S•••••••• G•••• L• | Private equity | $937,797 held | Disclosed holding | apps.irs.gov |
Size and funding
3 readings
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 824058364
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.