DFX Intelligence

Allocator Intelligence

William a Brookshire Foundation

Foundation· Lakeway, Texas

Foundation, based in Lakeway, Texas, reporting $192M in assets.

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

Assets
$192M
Fund commitments
46
Managers
15
View relationshipsAsk DFX about this allocator
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (46)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What may matter next

A pattern DFX replayed against history, using only what was known on each date, points at this record. The rate belongs to the pattern, not to this entity; what already happened is below.

Allocators · Re-upWindow to Sep 2027

William a Brookshire Foundation

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedWilliam a Brookshire Foundation holds a fund and the manager's next fund in that series, a fund, is open (early deployment).
  • DerivedNo commitment to the new fund appears on the plan's filings yet.
Why it matters

This allocator committed to the prior fund of a series that now has a successor fund. Existing LPs are the first calls in any raise, so this is the re-up list for the GP, and for a competing GP it shows whose capital may be in play.

Who this is for

GPs raising a successor fund, placement agents, and competing GPs in the same strategy.

Can you reach them

No decision maker identified yet.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.

Nothing material in the last 90 days. Last change: 28 Jun 2024, William a Brookshire Foundation holds Stepstone VC Secondaries Fund V; the manager has a newer fund open: Stepstone Vc Secondaries Fund VI LP (early deployment, first ADV report 2024-06-28); no commitment to it on the graph.

12 more managers and 43 more commitments

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital path

who backs this record, through what, into what; each name opens its own path
William a Brookshire Foundation
Funds committed to
All 6
Managers
All 15

Relationship network

61 connected entities46 observed commitments2 repeat counterparties8 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.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
›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 760594307Show
Foundation
Assets
$192M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
46
15 managers on Schedule C

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

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

+12 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

1 event
  • Jun 28, 2024Re-up prospectreport dateinference
    William a Brookshire Foundation holds Stepstone VC Secondaries Fund V; the manager has a newer fund open: Stepstone Vc Secondaries Fund VI LP (early deployment, first ADV report 2024-06-28); no commitment to it on the graph
    with Stepstone Group LP
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

46 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Lord Abbett Credit OpportunitiesLord AbbettPrivate credit$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Loomis Sayles Small Cap GrowthLoomis SaylesPublic equity$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Tweedy Browne Internatl Value FundTweedy, Browne Company LLCPrivate equity$3.6M heldDisclosed holdingapps.irs.gov

+43 more commitments

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Size and funding

3 readings
Total assets
$192M Dec 31, 2024 reported IRS BMF
$192M (2024-12)
Income
$101M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 760594307
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 25, 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.

Across the graphs

William a Brookshire Foundation 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

William a Brookshire Foundation sits on 6 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 6 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

Checking your plan…

Record history

1 dated event on the change ledger, latest event first
  • Re up prospect
    2024-06-28

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

+21 connections on the graph

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