DFX Intelligence

Allocator Intelligence

The Morningstar Philanthropic Foundation

Foundation· Bethesda, Maryland

Foundation, based in Bethesda, Maryland, reporting $546M in assets.

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

Assets
$546M
Fund commitments
21
Managers
10
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (21)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What matters now

  1. 2
    re-up prospects

    2 re-up prospects were flagged in the last twelve months: managers it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

7 more managers and 18 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Capital path

who backs this record, through what, into what; each name opens its own path
The Morningstar Philanthropic Foundation
Funds committed to
All 10
Managers
All 10

Relationship network

31 connected entities21 observed commitments2 repeat counterparties7 dated commitments shown here, 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 521270464Show
Foundation
Assets
$546M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
21
10 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

10 managers on the commitment tape
From the plan’s own commitment disclosures

+7 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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What changed

2 events
  • Sep 16, 2026Re-up prospectreport dateinference
    The Morningstar Philanthropic Foundation holds NEW ENTERPRISE ASSOCIATES 15, L.P.; the manager is raising: New Enterprise Associates 19, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph; 3 fund(s) of the series between them not held either
    with NEW Enterprise Associates
  • Sep 14, 2026Re-up prospectreport dateinference
    The Morningstar Philanthropic Foundation holds KHOSLA VENTURES III, L.P.; the manager is raising: Khosla Ventures IX, L.P. (fundraising, first ADV report 2026-09-14); no commitment to it on the graph; 5 fund(s) of the series between them not held either
    with Khosla Ventures, LLC
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

21 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024AEA INVESTORS FUND V, L.P.AEA Qp Advisers LLCPrivate equity$424,849 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KEDMA CAPITAL PARTNERS II, L.P.Kedma Capital S.H.E. LtdPrivate equity$2.0M held2019Disclosed holdingapps.irs.gov
as of Dec 31, 2024NEW HERITAGE CAPITAL FUND-B, L.P.NEW Heritage Capital, LLCPrivate equity$182,277 held2014Disclosed holdingapps.irs.gov

+18 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

3 readings
Total assets
$546M Dec 31, 2024 reported IRS 990
$546M (2024-12)
Income
$62.6M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 521270464
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 16, 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

The Morningstar Philanthropic Foundation is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

The Morningstar Philanthropic Foundation sits on 27 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to VC fund to manager to companyAllocator to PE fund to manager to company

DFX traced 27 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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

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Record history

2 dated events on the change ledger, latest event first
  • Re up prospect
    2026-09-16
  • Re up prospect
    2026-09-14

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+20 connections on the graph

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