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

C••••••• F••••••••• I••

FoundationWoburn, MA
Assets
$3.3B
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
13
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
3 roles
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024W••• X•••• L•W••• M••••••••• C•••••••••Private equity$25.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• G•••••T•• G•••••Private equity$5.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••••• E••••• P••••••• V••Providence EquityPublic equity$7.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••• E••••• V••• L•Prov EquityPublic equity$30.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•• O•••••• F••• I•SjcPrivate equity$45.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• P••• V••• L•TPG PtrsPrivate equity$15.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••••• C•••••• P•••H••••••• C•••••• P•••Private equity$12.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• P••• O••••••• V•••Strategic PtnrPrivate equity$32.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•• I• L•StpPrivate equity$28.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• I••••••••• I• L•Apollo InvestmentPrivate equity$24.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• I••••••••• X• L•Apollo InvestmentPrivate equity$8.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• B••••• V••Carlyle BuyoutPrivate equity$17.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••••••• F••• I•H••••••••Private equity$13.6M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$3.3B Dec 31, 2024 reported IRS 990
$2.2B (2024-12)
Income
$485M 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 043073023
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.