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.

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Foundation

W••••••• S••••• F•••••••••

FoundationPalo Alto, CA
Assets
$2.7B
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
11
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
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024E•••• I••••••••• F••• I••E•••• I•••••••••Infrastructure$47.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• D••••••• C••••••••• C•••••OHA Delaware Customized CreditPrivate credit$741M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T••••• M••••••••• I••••• F•••Turner Multifamily ImpactPrivate equity$47.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O••• C••••• I• A• L•Orei CreditPrivate credit$6.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• A••••••••• F••••• L••Purpose AlternativePrivate equity$788M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T••••••••• E•• F••• I•• L•Turner Agassi EduPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••••••••• L•••• I• L•Meadowlark LandsPrivate equity$26.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•• E••••••••• L••• F••• L•CIM Enterprise LoanPrivate credit$98.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•• C•••• E••••• F••• C• I• L•CVI Clean EnergyNatural resources$32.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••• C•••••• C•••••••• F•••Ecofin Climate ChampionsPrivate equity$94.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••• C•••••• P• E••••••• F•••Bain Capital PE EnduringPrivate equity$469M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$3.3B Dec 31, 2024 reported IRS 990
$2.7B (2024-12)
Income
$709M 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 813242506
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.