DFX Intelligence

Allocator Intelligence

Elizabeth Morse Genius Foundation

Foundation· Winter Park, Florida

Foundation, based in Winter Park, Florida, reporting $170M in assets.

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

Assets
$170M
Fund commitments
10
Managers
3
View relationshipsAsk DFX about this allocator
More
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (10)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.

7 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.

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

Capital path

who backs this record, through what, into what; each name opens its own path
Elizabeth Morse Genius Foundation
Managers

Relationship network

13 connected entities10 observed commitments3 dated commitments shown here, 2025

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.

Reading the network
  • Sponsor

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 136115217Show
Foundation
Assets
$170M
Total assets, Dec 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
10
3 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.
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
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025CARLYLE ALPINVEST PRIVATE MARKETS FUND 179,985.601 QTYCarlyle AlpInvestPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2025BLACKROCK PRIVATE CREDIT FUND 40,363.432 QTYBlackrockPrivate credit$966,741 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2025AG MORTGAGE VALUE PARTICIPATION FUND 227,246.607 QTYAG Mortgage Value Participation QtyFixed income$533,348 heldDisclosed holdingapps.irs.gov

+7 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
$170M Dec 31, 2025 reported IRS 990
$147M (2025-12)
Income
$32.5M Dec 31, 2025 reported IRS BMF
Provenance
Identifiers: EIN 136115217
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

Elizabeth Morse Genius Foundation 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.

Checking your plan…

Capital chain

Elizabeth Morse Genius Foundation sits on 2 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 2 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.

Checking your plan…

›Connections

every published relationship on the graph

+3 connections on the graph

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