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Foundation

A••• • G••• W•••••• F•••••••••

FoundationCharlottesvle, VA
Assets
$214M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
3
1 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024B•••••• S••••• P••••••• F••• I•Benefit StreetPrivate equity$785,579 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A•••••• C••••••••• S•••••••• F•••Agility Comprehensive SolutionsPrivate equity$201M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•• O••••••• M•••••••• 2•••H•• I••••••••• P•••••••• L••Private credit$413,697 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$214M Dec 31, 2024 reported IRS 990
$190M (2024-12)
Income
$18.1M 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 541393561
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.