DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

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Foundation

W•••••• H• D••••• F••••••••• I••

FoundationTarrytown, NY
Assets
$201M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
17
2 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
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
17 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••••••• P••••••• V• L•••A••••••• P•••••••Private equity$10.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• P••••••• S•••••••• F••• V•• L•••C••••• P••••••• H•••••••• L••Private equity$6.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• G••••• I•• L•••A••••••• P•••••••Private equity$4.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• G••••• I••• L•••A••••••• G•••••Private equity$657,690 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• I•• L•••A•••••••Private equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• I•• L•••A••••••• P•••••••Private equity$6.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• G••••• I• L•••A••••••• P•••••••Private equity$13.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• I••• L•••A••••••• P•••••••Private equity$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• V•• L•••A••••••• P•••••••Private equity$8.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• W•••••••• A•• A••••••••• H•••••• F••• I•••• L•Bridge Workforce and Affordable HousingPrivate equity$6.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024I•• P••••••• I•••• L•IpiPrivate equity$7.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K••••••••• S•••••• S••••••••• R••• E••••• F••• I•• L•••Knighthead Special Situations Real EstatePrivate credit$289,679 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••••• D••••••••• O••••••••• P•••••••• L••Legacy DistressedPrivate credit$28,576 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•••••• R••• E••••• D••• F••• I••• L•••Oaktree Real Estate DebtPrivate credit$4.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•••••• R••• E••••• I••••• F•••• L•••Oaktree Real Estate IncomeReal estate$8.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• V•••• L•••A••••••• P•••••••Private equity$5.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• P••••••• V••• L•••A••••••• P•••••••Private equity$10.2M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$201M Dec 31, 2024 reported IRS 990
$201M (2024-12)
Income
$78.3M 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 231611346
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.