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

E•••••• S•••••• F••••••••• I••

FoundationIndianapolis, IN
Assets
$895M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
45
7 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • DISTRESSED CREDIT O••••••••• (O•••••••) FUND LP $3.3M
  • DIRECT CO-INVESTMENT FUND LP $6.9M
  • DIRECT CO-INVESTMENT FUND LP $6.9M
  • PRIVATE EQUITY C••• FUND (QP) IV LP $5.8M
  • PRIVATE EQUITY C••• FUND (QP) VII (O•••••••) LP $1.2M
  • PRIVATE EQUITY C••• FUND (QP) VII LP $11.6M
  • PRIVATE EQUITY C••• FUND V LP $9.6M
  • PRIVATE EQUITY C••• FUND VI LP $26.7M
  • PRIVATE EQUITY S•••••••• O••••••••• FUND II LP $945,198
  • PRIVATE EQUITY S•••••••• O••••••••• FUND III (O•••••••) LP $1.3M
  • PRIVATE EQUITY S•••••••• O••••••••• FUND III LP $13.1M
  • PRIVATE EQUITY S•••••••• O••••••••• FUND IV (O•••••••) LP $3.2M
  • PRIVATE EQUITY S•••••••• O••••••••• FUND V (O•••••••) LP $3.2M
  • GLOBAL VENTURE CAPITAL O••••••••• II LP $4.9M
  • GLOBAL VENTURE CAPITAL O•••••••••, LP $12.9M
  • INSTITUTIONAL VENTURE PARTNERS XV LP $4.2M
  • INSTITUTIONAL VENTURE PARTNERS XVI LP $6.2M
  • INSTITUTIONAL VENTURE PARTNERS XVII LP $3.4M
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
M••• W•••••
DIRECTOR/PRESIDENT/CIO (Dec 31, 2024) apps.irs.gov
M••• W••••• | DIRECTOR/PRESIDENT/CIO
    Manager roster
    7 managers on the commitment tape
    Commitments
    45 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••• C•••••• C••••• F••• I•• L•P••• R••• C•••••• L••Private credit$2.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024P••• R••• C•••••• C••••• F••• I•••• L•P••• R••• C•••••• L••Private credit$4.6M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024M•••• W•••• B••••• F••• I• L•M•••• W•••• B••••• P••••••• I•• L••Private equity$6.3M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024S•••••• B••••• C••••• F••••• I• L•5• S•••• C•••••• A•••••••• L••Private credit$8.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024M•••• W•••• B••••• F••• V• L•M•••• W••••• I•••Private equity$1.0M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024D•••• O•• L•5• S•••• C•••••• A•••••••• L••Private equity$5.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024C••••••••• P••••••••• L••Confluence PharmaceuticalsPrivate equity$589,333 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024I••••• P••• P••••••• L••Intech ParkPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • C• T••••••• E••••• C••••• F••• I••• C• C• 1•• U• U• S•• 1•Hedge Equity Cf Tresidor Europe Credit Icav Cl US SerPrivate credit$12.4M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • B••• O••••••• F••• L••Hedge Equity BbcmHedge / diversifiers$5.4M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • B••• N•• T•••••• L•Hedge Equity Bpif Non TaxableHedge / diversifiers$4.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • C• A• C•••••••• C••••• O•••• F• L•• P••••••••• S•• S•• 2••Hedge Equity Cf Ag Corporate Credit Oppor Fd Participating Shs SerPrivate credit$7.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • C• A••••••••• H••••••• L•• C•••• A•Hedge Equity Cf A•••ipelagoHedge / diversifiers$5.4M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H••••••• S••••• C••• P••••••• F••• L•Harrison Street Core PropertyReal estate$5.1M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • C• 1•• S••••• P••••••• O••••••• L•• C•••• 1• F••••••• S•••••••Hedge Equity Cf Summer Founders Sub ClasHedge / diversifiers$7.6M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • H• V••••••••• O••••••••• F••• L•Hedge Equity Hg VoraspecialHedge / diversifiers$11.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • N•• T••• O••••••• F••• L•Hedge Equity Nut TreeHedge / diversifiers$16.0M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • O•• O•••••• C••••• F•••• L••Hedge Equity Old Orchard CreditPrivate credit$15.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• E••••• • T•• P••••• E••••• P••••••••• L•Hedge Equity Tpg Public EquityHedge / diversifiers$6.3M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• F••• • B••••••••• P••••••• I•• F•••Hedge Blackstone InvHedge / diversifiers$35.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• D••••• E•••• • P•••••••• E•••• F••• L•• ••••• F•Hedge Driven Event Pentwater EventHedge / diversifiers$14.4M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• M•••• S••••••• • B••••••••• S•••••••• O••••••••• F••• L•Hedge Multi Strategy Blackstone StrategicHedge / diversifiers$4.1M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• M•••• S••••••• • C• M•••••• A••••••• M••••••••• F••• L••Hedge Multi Strategy Cf Mariner Atlantic Multi StrategyHedge / diversifiers$7.1M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024H•••• M•••• S••••••• • C• M•••••• A••••••• M••••••••• F••• L•• • A••••••Hedge Multi Strategy Cf Mariner Atlantic Multi Strategy AccumulHedge / diversifiers$6.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024B••••••••• R••• E••••• P••••••• X• T• 4• L•••Blackstone Real Estate TeReal estate$2.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024C• A•• C••• P••••••• T•••• U• L•CF Aew Core Property USReal estate$1.8M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024K••••••••• S•••••• S••••••••• R••• E••••• F••• I•• L•Knighthead Special Situations Real EstatePrivate credit$74,735 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024W•• E••••••• M•••••• F•••• L••WGI Emerging M•••etsPublic equity$8.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024A••••• G••••• F••• L•Acasta GlobalPrivate equity$3.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024D••••••• O••••••• F••• L•DiameterPrivate equity$10.5M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024O••• O••••••••• F••• L•OptiPrivate equity$16.0M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024A••••••• E••••• • R•••••••• P••••••• I••• L•••Aberdeen E••••• ResourcesNatural resources$7.5M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024D••••• E•••••••• 1• L•Dawson EvergreenPrivate equity$10.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024G••• F••• 6• I••••••••• L•GemsPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024J••• E••••• I•••••••• O••••••• F••• I• L•Jade EquityPublic equity$1.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024M••••••• C•••••• P••••••• V•Meritech CapitalPrivate equity$2.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024M••••••• C•••••• P••••••• V• S••••••Meritech Capital SidecarPrivate equity$616,256 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024G••• U• H••••• F••••• F••• L•Gdif US H•••••Hedge / diversifiers$6.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024P•••••••• I•••••••• V•• P••••••• L•Parthenon ParallelPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024S•••••• B••••• C••••• F••••• I•• L•S•••••• B••••• CreditPrivate credit$750,000 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024S•••••• 3• F••• 4• L•S•••••• 3•• L••Private equity$3.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024Y••••••• E••••• P••••••• X• L•Y••••••• P••••••• L••Natural resources$1.5M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024S•••••• B••••• C••••• F••••• L•5• S•••• C•••••• A•••••••• L••Private credit$196,020 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024S•••••• B••••• C••••• F••• L•5• S•••• C•••••• A•••••••• L••Private credit$781,083 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024T•••• A••• P••••••• I•• •• L•T•••• A••• C••••••Private equity$682,026 heldDisclosed holdingapps.irs.gov
    Size and funding
    3 readings
    Total assets
    $895M Dec 31, 2024 reported IRS 990
    $895M (2024-12)
    Income
    $191M 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 472791355
    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.