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Allocator Intelligence

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H•••••• F•••••••••

Foundation· ANN Arbor, Michigan

Foundation, based in ANN Arbor, Michigan, reporting $184M in assets.

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

Assets
$184M
Fund commitments
6
Managers
3
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Commitments (6)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
H•••••• F•••••••••
Funds committed to
Managers
Size, funding, policy and commitments, with their basesFoundation · EIN 386041517Show
Foundation
Assets
$184M
Total assets, Sep 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
6
3 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.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
2025 · 6 rows · 6 with no amount printed
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025A••••••• I••••• F••• L•A••••••• I••••• I••••••••Fixed incomen/aDisclosed holdingapps.irs.gov
as of Sep 30, 2025B•••••• L••BetablePrivate equity$1,000 heldDisclosed holdingapps.irs.gov
as of Sep 30, 2025G•••••••• L•G••••••••• L••Private equity$571,476 heldDisclosed holdingapps.irs.gov
as of Sep 30, 2025R•• V••••••• I• L•R•• V•••••••Private equity$45,698 heldDisclosed holdingapps.irs.gov
as of Sep 30, 2025M••••••• I••••• • P•••••••• F•••Michigan Income PrincipalFixed incomen/aDisclosed holdingapps.irs.gov
as of Sep 30, 2025P•••• L•PrisaPrivate equity$5.2M heldDisclosed holdingapps.irs.gov

Dates are the plan’s own closing date where it printed one, otherwise the date of the report that disclosed the holding.

Size and funding
3 readings
Total assets
$184M Sep 30, 2025 reported IRS 990
$177M (2025-09)
Income
$50.7M Sep 30, 2025 reported IRS BMF
Provenance
Identifiers: EIN 386041517
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.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

H•••••• F••••••••• is the same institution as 1 record in Family Offices.

Family Offices1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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Capital chain

H•••••• F••••••••• sits on 3 traced paths of capital across the graphs.

Allocator commitments to a manager

Every record on each path, what it committed or lent, and as of when. The capital chain is a join across the graphs and opens with the Data Factory.

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

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›Connections

every published relationship on the graph
Show 5 connections across 2 kinds
Manages for (3)
Lp of (2)