DFX Intelligence

Allocator Intelligence

Nancy Lurie Marks Family Foundation

Foundation· Wellesley, Massachusetts

Foundation, based in Wellesley, Massachusetts, reporting $120M in assets.

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

Assets
$120M
Fund commitments
125
Managers
47
Contact decision makersView relationships
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Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (125)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

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 →

44 more managers and 122 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.

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People to know

View all people

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
Nancy Lurie Marks Family Foundation
Funds committed to
All 62
Managers
All 47

Relationship network

173 connected entities125 observed commitments17 repeat counterparties13 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
  • 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 042607232Show
Foundation
Assets
$120M
Total assets, Oct 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
125
47 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.

Decision makers

who to call first about an allocation, and why; then everyone else by function

No one at this allocator holds a chief investment officer, executive director or asset-class head role on record yet; the people named here are listed below by function.

Who else at this allocator · 1 person, grouped by function
Finance, operations and compliance (1)
  • Richard Denning · Chief Operating Officer
    Why this person:
    Work email on file (the allocator's own staff page), confirmed 2026-09-30, confidence 90%

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. 1 with a route on file. 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.

People

1 role

Manager roster

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

+44 more managers received commitments

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

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What changed

5 events
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Atlas Capital Resources V LP: condition no longer holds; not judged
    with Atlas Holdings LLC
  • Sep 23, 2026Re-up prospectreport dateinference
    Nancy Lurie Marks Family Foundation holds ELEPHANT PARTNERS IV-B LP; the manager is raising: Elephant Partners VI, L.P. (fundraising, seen 2026-09-23); no commitment to it on the graph; 1 fund(s) of the series between them not held either
    with Elephant
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Dcvc VII, L.P.: condition no longer holds; not judged
    with Dcvc
  • May 1, 2025Re-up prospectinference
    Nancy Lurie Marks Family Foundation holds DCVC VI LP; the manager is raising: Dcvc VII, L.P. (fundraising, Form D first sale 2025-05-01); no commitment to it on the graph
    with Dcvc
  • Apr 25, 2025Re-up prospectinference
    Nancy Lurie Marks Family Foundation holds ATLAS CAPITAL RESOURCES IV LP; the manager has a newer fund open: Atlas Capital Resources V LP (state not recorded, Form D first sale 2025-04-25); no commitment to it on the graph
    with Atlas Holdings LLC
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

125 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2024COATUE OFFSHORE FUND LTDCoatue Management, L.L.C.Private equity$3.2M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.Sixth Street Advisers, LLCPrivate equity$9,836 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024CHARLESBANK EQUITY COINVESTMENT FUND VI, LPCharlesbank Capital Partners, LLCPrivate equity$12,139 heldDisclosed holdingapps.irs.gov

+122 more commitments

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

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Size and funding

3 readings
Total assets
$120M Oct 31, 2025 reported IRS BMF
$154M (2024-10)
Income
$14.8M Oct 31, 2025 reported IRS BMF

Provenance

Identifiers: EIN 042607232
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 23, 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

Nancy Lurie Marks Family 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.

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Capital chain

Nancy Lurie Marks Family Foundation sits on 60 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 60 paths of capital through this record

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

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

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Record history

5 dated events on the change ledger, latest event first
  • Re up prospect resolved
    2026-09-23
  • Re up prospect
    2026-09-23
  • Re up prospect resolved
    2026-09-23

+2 more changes on this record's ledger

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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

+109 connections on the graph

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