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.

Foundation

Lemelson Foundation

FoundationPortland, OR
Assets
$414M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
5 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • ENERGY IMPACT PARTNERS $2.6M
  • GLOBAL IMPACT OPPORTUNITIES III, LP $1.8M
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
5 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024DCVC CLIMATE SELECT, LPDcvcPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLOBAL IMPACT ACCESS PARTNERSHIP, LP IITiedemann Advisors, LLCPrivate equity$4.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AZOLLA VENTURES FULL-CYCLE FUND I, LPAzolla Management Company, LPPrivate equity$214,912 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCION FRONTIER FUNDAccion FrontierPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AKO GLOBAL FUND LIMITEDAKO GlobalPrivate equity$13.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACM FUND II LLCACM Management Company, LLCPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BRANDYWINE PE PARTNERS (2005) LPBrandywine PEPrivate equity$902,019 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BRANDYWINE PE PARTNERS (2007) LPBrandywine PEPrivate equity$92,663 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BRANDYWINE PE PARTNERS (2008) LPBrandywine PEPrivate equity$147,544 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BRANDYWINE PE PARTNERS (2009) LPBrandywine PEPrivate equity$794,631 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COMMONFUND CAPITAL INTL VI LPCommonfund Capital IntlPrivate equity$95,415 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FARALLON CAPITAL INST PARTNERS, LPFarallon Capital InstPrivate equity$505,339 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERATION IM CLIMATE SOLUTIONS US LPGeneration Im Climate Solutions USPrivate equity$23,145 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERATION IM GLOBAL EQ FD, LLCGeneration Im Global Eq FdPrivate equity$60.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREENBACKER (CREC FUND II)GreenbackerPrivate equity$12.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IMPACTIVE CAPITALImpactive CapitalPrivate equity$11.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLOBAL IMPACT ACCESS PARTNERSHIP, LPTiedemann Advisors, LLCPrivate equity$7.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ELEVAR EQUITY III LPElevar Equity Management Ltd.Public equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LIGHTSMITH CLIMATE RESILIENCE PARTNERS SLightsmith Climate ResiliencePrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LYME FOREST FUND IV LPLyme ForestPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MARCHO PARTNERSMarchoPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VENTURE INVESTMENT ASSOC, IV LPVenture Investment AssocVenture$639,066 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VENTURE INVESTMENT ASSOC, V LPVenture Investment AssocVenture$834,265 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VENTURE INVESTMENT ASSOC, VI LPVenture Investment AssocVenture$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VIKING - HYBRID EQUITY FUNDViking Hybrid EquityPublic equity$18.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AVANATH AFFORDABLE HOUSING FUNDAvanath Affordable HousingPrivate equity$10.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LEMELSON MEDICAL, EDUCATION & RESEARCH FOUNDATION, L.P.Lemelson Medical Education Research FoundationPrivate equity$39,829 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$414M Dec 31, 2024 reported IRS 990
$414M (2024-12)
Income
$228M 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 880391959
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.