DFX Intelligence
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Foundation· Rochester, New York
Foundation, based in Rochester, New York, reporting $122M in assets.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $122M
- Fund commitments
- 2
Total assets
Board minutes, annual reports and Form 5500
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Nothing material in the last 90 days. No dated change on record yet.
Size, funding, policy and commitments, with their basesFoundation · EIN 820548352ShowHide
Foundation
Assets
$122M
Total assets, Dec 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
2
none on the tape
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.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
2025 · 2 rows · 2 with no amount printed
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | B••••••••• C••••• O•• F••• C••••• L••• | Breakwater Credit Opp | Private credit | $59,296 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2025 | R•••• O•• R••••• T•••• | Royal Oak Realty | Real estate | $849,098 held | Disclosed holding | apps.irs.gov |
Dates are the plan’s own closing date where it printed one, otherwise the date of the report that disclosed the holding.
Size and funding
3 readings
Provenance
Identifiers: EIN 820548352
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.
Not yet on record: private markets allocation target, allocation policy.