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.

Foundation

Charles K Blandin Foundation

FoundationGrand Rapids, MN
Assets
$506M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
28
7 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • US VENTURE PARTNERS IX LP $8,289
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
7 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
28 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024APOLLO NATURAL RESOURCES PARTNERS IIApollo Commodities Management, L.P.Natural resources$53,703 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RESOURCE CAPITAL FUND VII LPResource Capital FundsPrivate equity$192,473 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DBL PARTNERS III LPDBL PartnersPrivate equity$887,022 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STERLING INVESTMENT PARTNERS III LPSterling Investment Partners Advisers, LLCPrivate equity$100,272 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KSL CAPITAL PARTNERS V TEKSL Capital PartnersPrivate equity$365,755 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCESS CAPITAL COMMUNITY INVESTMENTAccess Capital Community InvestmentPrivate equity$714,361 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLUE VISTA RE PARTNERS IV (TE) LPBlue Vista RePrivate equity$53,164 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLUE VISTA RE PARTNERS V (TE)Blue Vista RePrivate equity$377,966 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BOSTON TRUST WALDEN SMALL CAP FUNDBoston Walden Small CapPublic equity$605,143 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CIP VI INSTITUTIONAL FEEDER LPCipPrivate equity$230,351 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DRA GROWTH AND INCOME FUND VIII LLCDRA Growth and IncomeFixed income$44,962 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FEG PRIVATE OPPORTUNITIES FUND VI LPFEG PrivatePrivate equity$761,498 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FEG PRIVATE OPPORTUNITIES FUND VII LPFEG PrivatePrivate equity$78,000 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HIG BAYSIDE LOAN OPP FEEDER FD VI LPHIG Bayside Loan Opp FdPrivate credit$135,032 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LYME FOREST FD IV TE LPLyme Forest Fd TePrivate equity$125,348 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LYME FOREST FUND V FB TAX-EXEMPT LPLyme Forest Fb Tax ExemptPrivate equity$295,438 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FRANCISCO PARTNERS IV-AFranciscoPrivate equity$221,776 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MERCED PARTNERS IV LPMerced Capital, L.P.Private equity$13,612 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PORT ADV SECONDARY FD IV (OFFSHORE)Port Adv Secondary FdPrivate equity$247,726 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PORTFOLIO ADV SECONDARY II OFFSHOREPortfolio Adv SecondaryPrivate equity$26,988 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PORTFOLIO ADV SECONDARY III OFFSHOREPortfolio Adv SecondaryPrivate equity$101,173 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RWC GLOBAL EMERGING EQUITY FUNDRWC Global Emerging EquityPublic equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STRATEGIC PARTNERS OFFSHORE FD VIIStrategic FdPrivate equity$154,039 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VARDE EUROPEAN REAL ESTATE FEEDER FDVarde European Real Estate FdReal estate$57,213 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WCP REAL ESTATE FUND III LPWCP Real EstateReal estate$24,699 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WGI EMERGING MARKETS FUND, LLCWGI Emerging MarketsPublic equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NGP NATURAL RESOURCES XI LPNgpNatural resources$186,341 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STERLING INVESTMENT PARTNERS IVSterling Investment Partners Advisers, LLCPrivate equity$191,738 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$506M Dec 31, 2024 reported IRS 990
$506M (2024-12)
Income
$72.3M 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 416038619
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.