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

R••• F•••••••••

FoundationBethesda, MD
Assets
$107M
Total assets, Sep 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
4
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
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2024B••• M••••• K•••••• S•• L••B••• M••••• A•••••••• L••Private equity$19.9M heldDisclosed holdingapps.irs.gov
as of Sep 30, 2024B••• M••••• K•••••• I• S•• L••B••• M••••• A•••••••• L••Private equity$5.0M heldDisclosed holdingapps.irs.gov
as of Sep 30, 2024B••• M••••• S••••• S••• L••B••• M••••• A•••••••• L••Private equity$976,214 heldDisclosed holdingapps.irs.gov
as of Sep 30, 2024D•••• C•••••• S••••• F•••••• L••D•••• C•••••• A•••••••• L••Private equity$1.1M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$107M Sep 30, 2025 reported IRS BMF
$94.8M (2024-09)
Income
$33.7M Sep 30, 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 810723895
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.