DFX Intelligence

Allocator Intelligence

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Foundation

T•• L••••••• F••••••••• f•• L•••• T••• L•••••

FoundationErie, PA
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
8
1 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
Chief investment officer
R••••• J••••
CFO/CIO (Dec 31, 2024) apps.irs.gov
••• Locked
    Manager roster
    1 managers on the commitment tape
    From the plan’s own commitment disclosures
    Commitments
    8 rows, 0 dated closings
    Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
    DateFundManagerBucketAmountVintageStatusSource
    as of Dec 31, 2024P••••••• R••••••••• L•••••• F••• I•Priority Responsible LendingPrivate equity$21.4M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024T•• O•••••• F••• • I••••••TRC Optimum InitialPrivate equity$12.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024R••••• A••••••• R••••• F•••Ruffer Absolute ReturnHedge / diversifiers$9.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024F••••••• L• ••• L•••• • F••••••••FarmlandNatural resources$1.4M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024I••••••••• I••••• F••• ••• L•••• • I••••••••• I••••••Industrial ImpactPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024P••••••• F•••• F•••Priority FocusPrivate equity$6.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 20248• K•••• O••••••• F••• L••KnotsPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024S••••••••• O••••••• F••• L••S••••••••• G•••• L••Private equity$3.4M heldDisclosed holdingapps.irs.gov
    Size and funding
    3 readings
    Total assets
    $127M Dec 31, 2024 reported IRS 990
    $127M (2024-12)
    Income
    $8.2M 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 871874516
    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.