DFX Intelligence

Allocator Intelligence

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Foundation

C••••• F•••••••••

FoundationNew York, NY
Assets
$358M
Total assets, Aug 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
8
2 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
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025N•••••••• B••••• • N••••••••• • N••••• H••• Y•••• F•••N•••••••• B••••• T•••• C••••••• N•Fixed income$505,394 heldDisclosed holdingapps.irs.gov
as of Aug 31, 2025E••••••••• P••••••• • A••••••• R••••• S••••••••• • O•••••••E••••••••• P••••••• L•••Hedge / diversifiers$65,974 heldDisclosed holdingapps.irs.gov
as of Aug 31, 2025E••••••••• P••••••• • H••••• E••••• S••••••••• • O••••••• L•••••••••E••••••••• P••••••• L•••Hedge / diversifiers$62,280 heldDisclosed holdingapps.irs.gov
as of Aug 31, 2025E••••••••• P••••••• • B••••••• F•••• F••• 2• L•E••••••••• P••••••• L•••Private equity$469,549 heldDisclosed holdingapps.irs.gov
as of Aug 31, 2025C• T••••• P•••••••CR TraderPrivate equity$2,350 heldDisclosed holdingapps.irs.gov
as of Aug 31, 2025E••••••••• P••••••• • P•••••• C••••• S••••••••• 2••• • O•••••••E••••••••• P••••••• L•••Private credit$1.1M heldDisclosed holdingapps.irs.gov
as of Aug 31, 2025M••••• S•••••• • 5••• • H•• C••• L•••••• F•••Morgan Stanely # 5945 Hps LendingPrivate equity$582,741 heldDisclosed holdingapps.irs.gov
as of Aug 31, 2025E••••••••• P••••••• • P•••••• E••••• S••••••••• 2••• • O•••••••E••••••••• P••••••• L•••Private equity$694,983 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$897M Aug 31, 2025 reported IRS 990
$358M (2025-08)
Income
$27.5M Aug 31, 2025 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 133466986
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.