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Maclellan Foundation Inc

Foundation· Chattanooga, Tennesseemaclellan.net

Foundation, based in Chattanooga, Tennessee, reporting $167M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$167M
Fund commitments
79
Managers
25
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People to knowView relationshipsAsk DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (79)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
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What matters now

  1. 1
    re-up prospects

    1 re-up prospect was flagged in the last twelve months: a manager it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

22 more managers, 76 more commitments and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

People to know

View all people
  • David G Denmark
    EXECUTIVE DIRECTOR
    Why: Executive director: runs the plan or the office
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
Maclellan Foundation Inc
Funds committed to
All 50
Managers
All 25

Relationship network

105 connected entities79 observed commitments9 repeat counterparties25 dated commitments shown here, 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Fund or vehicle
  • Person
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 626041468Show
Foundation
Assets
$167M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
79
25 managers on Schedule C

Allocation policy

IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • PORTFOLIO ADVISORS SECONDARY FUND III, LP $3.4M
  • PORTFOLIO ADVISORS SECONDARY FUND III, 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 role
  • David G Denmark · EXECUTIVE DIRECTOR
    Why this person: Executive director: runs the plan or the office

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Manager roster

25 managers on the commitment tape
From the plan’s own commitment disclosures

+22 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

What changed

8 events
  • Oct 19, 2026Re-up prospect resolvedreport dateinference
    Re-up prospect for Pathbreaker Ventures Fund III, L.P.: condition no longer holds; not judged
    with Pathbreaker Ventures II, LLC
  • Oct 18, 2026Re-up prospect resolvedreport dateinference
    Re-up prospect for Fulcrum Growth Fund VI QP, L.P.: condition no longer holds; not judged
    with Fulcrum Equity Partners, Inc.
  • Oct 18, 2026Re-up prospect resolvedreport dateinference
    Re-up prospect for Fulcrum Growth Fund VI-A, L.P.: condition no longer holds; not judged
    with Fulcrum Equity Partners, Inc.
  • Oct 18, 2026Re-up prospectreport dateinference
    Maclellan Foundation Inc holds FULCRUM GROWTH FUND III QP, LLC; the manager is raising: Fulcrum Growth Fund VI QP, L.P. (fundraising, seen 2026-10-18); no commitment to it on the graph; 2 fund(s) of the series between them not held either
    with Fulcrum Equity Partners, Inc.
  • Oct 17, 2026Re-up prospect resolvedreport dateinference
    Re-up prospect for Fulcrum Growth Fund VI, L.P.: condition no longer holds; not judged
    with Fulcrum Equity Partners, Inc.

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

79 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024THE SPRUCERY EQUITY PARTNERS LLCThe Sprucery EquityPublic equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024NEXTGEN VENTURE FUND II QP LPNextGen Venture PartnersVenture$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PATHBREAKER VENTURES FUND, LPPathbreaker Ventures II, LLCPrivate equity$6.9M heldDisclosed holdingapps.irs.gov

+76 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

3 readings
Total assets
$258M Dec 31, 2024 reported IRS 990
$167M (2024-12)
Income
$68.6M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 626041468
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Oct 20, 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.

Not yet on record: private markets allocation target.

Across the graphs

Maclellan Foundation Inc is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Capital chain

Maclellan Foundation Inc sits on 209 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to VC fund to manager to companyAllocator to PE fund to manager to company

DFX traced 209 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

8 dated events on the change ledger, latest event first
  • Re up prospect resolved
    2026-10-19
  • Re up prospect resolved
    2026-10-18
  • Re up prospect resolved
    2026-10-18

+5 more changes on this record's ledger

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+75 connections on the graph