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

J••••• W• C•••• I•• F•••••••••

FoundationTulsa, OK
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
8
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
No investment staff or executives have been read for this allocator yet.
Manager roster
2 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, 2024A••••••• P•••••• E••••• F••• V•A••••••• P•••••• C••••••• L•Private equity$973,194 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•••••••• L••••• L••Bootsmead LeascoPrivate equity$6.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•••••••• L••• L••Bootsmead LandPrivate equity$41,136 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•••• C•••••• L••Omega CapitalPrivate equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••••• P•••••• M••••• •••• T•••• L••Lazard P•••••• MarketPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••••••••• I••••••••• P••••••• L••Roundtable InvestmentPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K• C•••••••• L••KC CedarportPrivate equity$11.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•• E•• I• L•N••Private equity$4.3M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$180M Dec 31, 2024 reported IRS 990
$146M (2024-12)
Income
$39.4M 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 731514539
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.