DFX Intelligence

Allocator Intelligence

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Foundation

Q•••••• F••••••••• I••

FoundationWest Palm Bch, FL
Assets
$171M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
none on the tape
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • P•••••• EQUITY STRATEGIC PARTNERS $3.3M
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
No manager relationship is on the tape for this allocator.
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, 2024A••••••••• A••••• P••••• C•••••• X• O•••••••Alternative Assets Pomona CapitalPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E•••••• A••••• C•••P•••••• E•••••• A••••• C•••Private equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E•••••• L•• N• A••••••• F••• I••Private Equity: Lcn AmericanPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E•••••• L•• N•••• A••••••• F•••Private Equity: Lcn North AmericanPrivate equity$216,169 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E•••••• M•• S• E•••••••• F•••Private Equity: Mgg Sf EvergreenPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E•••••• G•••• C•••••• P•••••••Private Equity: Golub CapitalPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E•••••• J•••• B•••••• I••••••••• F•••Private Equity: Janus Biotech InnovationPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$171M Dec 31, 2024 reported IRS 990
$171M (2024-12)
Income
$30.9M 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 590812783
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.