DFX Intelligence

Allocator Intelligence

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Foundation

R••••• F••••••••• f•• C••••••• A••••••••• I•••••••••

FoundationWilmington, DE
Assets
$208M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
6
3 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
1 roles
Manager roster
3 managers on the commitment tape
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024L••• H•••••••• I••••• I• L•L••• H•••••••• I•••••••••Private equity$2.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• C••••• I••• C••••••• S•• F••• L••T•• B••••• C••••••Private equity$4.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• C••••• S•• E• M•••••• L••B••••• C••••• A•••• M••••••••• L••Private equity$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••• P•••••• D••••••••• I••••••••• L•Lkcm Private DisciplinePrivate equity$8.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••• P•••••• D••••••••• I••••••••• I•• L•Lkcm Private DisciplinePrivate equity$13.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A•••••••• A•••• F••• L••Ascension AlphaPrivate equity$486,368 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$208M Dec 31, 2024 reported IRS 990
$208M (2024-12)
Income
$74.8M 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 510070060
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.