DFX Intelligence

Allocator Intelligence

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Foundation

T•• G•••• F••• F•••••••••

FoundationMinneapolis, MN
Assets
$126M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
7
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
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024C• I••••••••• E••••• C•• F•••CA Equity CefPublic equity$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•• C•••••• C••••• F••• C•••• I••GMO Climate ChangePrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•••• O••••••• F••• L••JuntoPrivate equity$325,578 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L•• V•••• E••••• F•••LSV Value EquityPublic equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N••••• T• P••••••• L•Newtyn TePrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••• C•••••• V• L•••Sunrise CapitalPrivate equity$166,591 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•• P••••••• U• S••••• Q•••••• E•G•• P••••••• L••Private equity$2.3M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$126M Dec 31, 2024 reported IRS 990
$105M (2024-12)
Income
$37.6M 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 462692732
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.