DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Foundation
T•• E••••• F••••••••• I••
FoundationTomahawk, WI
Assets
$219M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
2 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- PORTFOLIO ADVISORS SECONDARY FUND II LP $34,825
- PORTFOLIO ADVISORS SECONDARY FUND II LP $34,825
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
2 managers on the commitment tape
From the plan’s own commitment disclosures
- S•••••••1 rows, latest Dec 31, 2024
- A••••• M••••••••• L•••1 rows, latest Dec 31, 2024
Commitments
6 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 | C•• P••••••• I••••••••• F••••• L• | CRG P••••••• | Private equity | $59,868 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | M• D••••• L•••••• F••• ••••••••• I••••••••• | MS Direct Lending | Private credit | $687,373 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | O•••••• I••••• P••••••• I• L• | Orbimed Israel | Private equity | $198,018 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••••• C•••••• S••••••••• F••• | Principal Capital Securities | Private equity | $917,938 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S••••••• R••• E••••• I••••• | S••••••• | Real estate | $670,610 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | A••••• D••••••••• R••• E••••• | A••••• M••••••••• L••• | Real estate | $50,076 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 830399899
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.