DFX Intelligence

Allocator Intelligence

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Foundation

H••••• a•• G•••••••• P••••••• F••••••••• I••

FoundationChevy Chase, MD
Assets
$142M
Total assets, Jun 30, 2025 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
No investment staff or executives have been read for this allocator yet.
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 Jun 30, 2025E••••• E••••• V• L•• F••••••• ••••E••••• E•••••• L••Public equity$665,378 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025E••••• E••••• I•• L•• F••••••• ••••E••••• E•••••• L••Public equity$2.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025C••••• C•••••• T••• O••••••• F••••••••• ••••Coatue Climate Tech Jpm #2007Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025R•• S••••••••• W•••• I••••• F••••••• ••••R•• C•••••• M••••••••• L••Private equity$2.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025G••••• I••••• F••• S••••••••• ••••Global Impact Sicav Raif Jpm #2007Private equity$991,924 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025B••• C•••••• D••••• I••••• F••••••• ••••Bain Capital Double Impact Jpm #2007Private equity$859,546 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025A•••••• O•••••••ArcheanPrivate equity$706,842 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025V••••••• O•••••••VittoriaPrivate equity$18.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025C••••••• A••••• P•••••••Cambrian AnchorPrivate equity$38,179 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025C••••••• A••••• C••••••C••••••• A••••• C••••••Private equity$559,257 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025S• I••• O•••• I•••• F•••SL Intl Oppo IndiaPrivate equity$219,656 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025A••••••••• S••••••• F••••• P••Alternative Strategy PncPrivate equity$698,514 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025S• I••• O•••• C•••• F•••SL Intl Oppo ChinaPrivate equity$675,768 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$142M Jun 30, 2025 reported IRS 990
$142M (2025-06)
Income
$14.7M Jun 30, 2025 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 526078041
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.