DFX Intelligence

Allocator Intelligence

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Foundation

R•••••• L• D••••••••• M••••••• F•••••••••

FoundationChicago, IL
Assets
$161M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
7
3 managers on Schedule C
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
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
1 roles
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024T•• S•••• A••••• E•••••••• U••• A•• C•• E••••• C••••• F•••• L••T•• S•••• A•••••••• L•Public equity$8.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• L•••••• F••• I• •• L•F•••••••Private equity$971,670 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C• G••••• G••••• I••••••••• F••• I• S•• L•• G••• I• P•• S•CF Graham Global Investment Spc Ggif Pmx SpPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C• R•••••• O••••••• F••• L•• C•• A••••• 1• 5••• A••••••CF Redwood Cls Aii_nr AiiPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••••• G••••• D•••••••• E••••• F••• L••Parametric Global Defensive EquityPublic equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024U• R••••••• E••••• E••••••• F••• L•US Research Equity ExtendedPublic equity$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•• P••••••• E••••••• M•••••• E••••• F•••G•• P••••••• L••Public equity$1.3M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$161M Dec 31, 2024 reported IRS 990
$161M (2024-12)
Income
$76.1M Dec 31, 2024 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 822759714
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.