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

Richard and Susan Smith Family Foundation

FoundationNewton, MA
Assets
$303M
Total assets, Apr 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
182
44 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
1 roles
Manager roster
44 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
182 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025MITHRIL II LPMithril Capital Management LLCPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CASDIN PRIVATE GROWTH EQUITY FUND, L.P.Casdin Capital, LLCVenture$2.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025XFUND 3, LPXfund Management Company, LLCPrivate equity$449,852 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ELEPHANT PARTNERS III-B LPElephantPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025THRIVE CAPITAL PARTNERS VII GROWTH LPThrive CapitalPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025HOLDCO OPPORTUNITIES FUND II, LPHoldco Asset Management, LPPrivate equity$434,551 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025PEAR VENTURES IV, LPPear Ventures Management, LLCPrivate equity$750,171 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TCG 2.0-B, LPTCG Capital ManagementPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025THRIVE CAPITAL PARTNERS VIII LPThrive CapitalPrivate equity$520,390 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MAVERON EQUITY PARTNERS VIII, L.P.Maveron LLCPublic equity$610,993 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025KINGSWAY FRONTIER CONSUMER OPPORTUNITIES (FCO2) GROWTH FUND II LTDKingsway Capital Partners LimitedPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER LPTiger Global Private InvestmentPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ADDITION FOUR LPAddition, L.P.Private equity$1.1M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025VENROCK ASSOCIATES VI, LPVR Management, LLCPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ELEPHANT PARTNERS 2023 SPV-A LPElephantPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BRIGHTSTAR CAPITAL PARTNERS FUND III-A LPBrightstar Capital PartnersPrivate equity$563,788 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SHINE CAPITAL OPPORTUNITIES FUND IShine CapitalPrivate equity$305,634 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ELEPHANT PARTNERS V-B LPElephantPrivate equity$283,792 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ADDITION THREE LPAddition, L.P.Private equity$2.4M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025THRIVE CAPITAL PARTNERS V, L.P.Thrive CapitalPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ROAD CAPITAL MASTER FUND LPRoad Capital Management LPPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BERKSHIRE FUND VII, L.P.Berkshire Partners LLCPrivate equity$81,876 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE IIICambridge Associates, LLCPrivate equity$86,551 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MAVERON EQUITY PARTNERS VI, L.P.Maveron LLCPublic equity$1.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LPTiger Global Management, LLCPrivate equity$4.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING VENTURE PARTNERS VIII LPQiming Global Management, LLCVenture$643,937 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ELEPHANT PARTNERS IV-B LPElephantPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025THRIVE CAPITAL PARTNERS IX GROWTH, L.P.Thrive CapitalPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025DENHAM COMMODITY PARTNERS FUND IV LPDenham Capital Management LPNatural resources$28,949 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025UNDERSCORE VC FUND III, L.P.Underscore.vc Management Company, LLCPrivate equity$119,857 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025WILL VENTURES FUND IIWill VenturesPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CHESTNUT HILL VENTURES, LLCJ.D. Capital Partners LLCPrivate equity$335,148 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ETHOS BEIGNET DIRECT, LLCEthos Beignet DirectPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ETHOS CAPITAL INVESTMENTS A LPEthos Capital LPPrivate equity$3.6M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025RIVA CAPITAL PARTNERS IV LPRiva CapitalPrivate equity$9.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OP FEEDER V-B, LPCB OpPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025SANKATY CREDIT OPPORTUNITIES IV, L.P.Sankaty CreditPrivate credit$33,362 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SECTION 32 FUND 4, LPSection 32, LLCPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SECTION 32 FUND 5, LPSection 32, LLCPrivate equity$687,907 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SHAWSPRING PARTNERS QP FUND LPShawspring QpPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SHINE CAPITAL I, LPShine CapitalPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SHINE CAPITAL IIShine CapitalPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025UNDERSCORE VC FUND II EXTUnderscore Vc ExtPrivate equity$319,460 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CHESTNUT HEDGE FUND LLCChestnut HedgeHedge / diversifiers$15.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TF 88 ACRES FUND I , LPTF AcresPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TF 88 ACRES FUND II, LPTF AcresPrivate equity$320,051 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TF 88 ACRES FUND III, LPTF AcresPrivate equity$279,965 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TCG 3.0-B, LPTcgPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025THRIVE CAPITAL PARTNERS VI GROWTH, LPThrive CapitalPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025THRIVE CAPITAL PARTNERS VI, LPThrive CapitalPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TCV VELOCITY FUND I (A), LPTcvPrivate equity$520,797 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025TENFORE HOLDINGS FUND II, LPTenfore HoldingsPrivate equity$5.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ASTEYA PARTNERS DELAWARE LPAsteya DelawarePrivate equity$4.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BARRYS CORNER HOLDINGS LLCBarrys CornerPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BAUPOST VALUE PARTNERS, L.P.-IBaupost ValuePrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BAUPOST VALUE PARTNERS, L.P.-IIBaupost ValuePrivate equity$247,773 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BLACK STONE MINERALS, L.P.Black Stone MineralsPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025ADDITION TWO LPAddition, L.P.Private equity$3.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BRIGHTSTAR CAPITAL PARTNERS QUALTEK LPBrightstar Capital PartnersPrivate equity$307 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BRAZOS EQUITY FUND III, LPBrazos Investment Partners I, L.P.Public equity$240,473 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BOSTON SEED CAPITAL FUND IV LPBoston Seed Capital Management, L.L.C.Private equity$333,483 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN XCA Resources BainPrivate equity$296,772 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OP FEEDER II LPCB OpPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OP FEEDER III, LPCB OpPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OP FEEDER V, LPCB OpPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OP FEEDER VI, LPCB OpPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OP FEEDER VII, LPCB OpPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OP AGGREGATOR II-B, LPCB Op AggregatorPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OFFSHORE EQUITY FUND VIII LPCB EquityPublic equity$2.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CHARLESBANK EQUITY FUND VII LPCharlesbank EquityPublic equity$4,817 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CB OFFSHORE EQUITY FUND IX, LPCB EquityPublic equity$2.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BRIGHTSTAR CAPITAL PARTNERS REPLAY LPBrightstar Capital PartnersPrivate equity$646,193 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P.Brightstar Capital PartnersPrivate equity$161,260 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CHARLES RIVER INSTITUTIONAL FUND III, L.P.Charles RiverPrivate equityn/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025COLLAB+CONSUMER FUND I, LPCollab+consumerPrivate equity$623,893 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CONTINGENCY CAPITAL FUND II-A LPContingency CapitalPrivate equity$193,758 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025DIV CHARLES PARK INVESTOR, LPDIV Charles Park InvestorPrivate equity$1,765 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025DUNE REAL ESTATE FUND II LPDune Real EstateReal estate$803,448 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ELEPHANT PARTNERS II-B LPElephantPrivate equity$2.4M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025ELEPHANT PARTNERS I LPElephantPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025COLLABORATIVE V, L.P.Collaborative Fund Management LLCPrivate equity$993,935 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025COLLABORATIVE IV, L.P.Collaborative Fund Management LLCPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CORMORANT PRIVATE HEALTHCARE FUND IV, LPCormorant Asset Management, LPPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025COLLAB VI LPCollaborative Fund Management LLCPrivate equity$200,000 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025FARALLON CAPITAL INSTITUTIONAL PARTNERS, LPFarallon CapitalPrivate equity$50,534 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025FARALLON CAPITAL PARTNERS, LPFarallon CapitalPrivate equity$152,655 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025HOF III LIQUIDATING PARTNERSHIP LPHOF LiquidatingPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025HOLDCO OPPORTUNITIES FUND IV, L.P.HoldcoPrivate equity$4.8M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025REVELATION (FKA LEERINK) HEALTHCARE FUND II LPRevelation HealthcarePrivate equity$952,102 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025REVELATION (FKA LEERINK) HEALTHCARE FUND III LPRevelation HealthcarePrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025LIMINALITY PARTNERS, LPLiminalityPrivate equity$167,844 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025JMC PLATFORM FUND II-B LPJMC PlatformPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025GREENOAKS CAPITAL MS WAYNE MANOR SERIESEnergy Innovation Capital Management, LLCPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025GREENOAKS CAPITAL OPPORTUNITIES FUND V LPGreenoaks CapitalPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025HILLHOUSE FUND IV LPHillhouse Investment Management, Ltd.Private equity$5.0M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLCLuxor Capital Liquidating SpvPrivate equity$401,771 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MATRIX PARTNERS CHINA VII, LPMatrix ChinaPrivate equity$634,150 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MATRIX PARTNERS INDIA IV LPMatrix IndiaPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MFN PARTNERS LPMfnPrivate equity$11.6M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MITHRIL LPMithril Capital Management LLCPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MISCHIEF 2 LPMischief Capital Management, LLCPrivate equity$761,894 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025NALANDA INDIA EQUITY FUND LIMITEDNalanda Capital Pte Ltd.Public equity$664,407 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025NAVA VENTURES I, LPNava Ventures, LLCPrivate equity$2.7M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025MAVERON EQUITY PARTNERS VII, L.P.Maveron LLCPublic equity$714,532 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025NV PARTNERS IV LPNEW Venture PartnersPrivate equity$29,790 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025NAVA VENTURES II, LPNava Ventures, LLCPrivate equity$42,480 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025OAKTREE VALUE EQUITY FUND (DELAWARE), L.P.Oaktree Value EquityPublic equity$361,842 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025PHOENIX VENTURE HOLDINGS LLCPhoenix VentureVenturen/aDisclosed holdingapps.irs.gov
as of Apr 30, 2025PRIAM CAPITAL FUND III LPPriam CapitalPrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING US HEALTHCARE FUND II LPQiming US HealthcarePrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING US HEALTHCARE FUND III LPQiming US HealthcarePrivate equity$987,958 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING US HEALTHCARE FUND LPQiming US HealthcarePrivate equity$543,907 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING VENTURE PARTNERS FUND V LPQiming VentureVenture$2.7M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025RA CAPITAL HEALTHCARE FUND, LPRA Capital HealthcarePrivate equity$26.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025REGENT OPPORTUNITY FUND IV, LLCRegentPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING VENTURE PARTNERS VII LPQiming Global Management, LLCVenture$2.9M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING VENTURE PARTNERS VIII-HC LPQiming Global Management, LLCVenture$468,177 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025QIMING VENTURE PARTNERS VI, LPQiming Venture PartnersVenture$3.2M heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SIXTH STREET OPPORTUNITIES PARTNERS II (B) LPSixth StreetPrivate equity$21,623 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025SIXTH STREET OPPORTUNITIES PARTNERS III (B) LPSixth StreetPrivate equity$444,771 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$401M Apr 30, 2025 reported IRS 990
$303M (2025-04)
Income
$32.3M Apr 30, 2025 reported IRS BMF
What changed
7 events
  • Sep 16, 2026Re-up prospectreport dateinference
    Richard and Susan Smith Family Foundation holds SPARK CAPITAL VII; the manager is raising: Spark Capital IX, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph; 1 fund(s) of the series between them not held either
    with Spark Capitalno URL
  • Sep 16, 2026Re-up prospectreport dateinference
    Richard and Susan Smith Family Foundation holds THRIVE CAPITAL PARTNERS IX LP; the manager is raising: Thrive Capital Partners X, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Thrive Capitalno URL
  • Sep 16, 2026Re-up prospectreport dateinference
    Richard and Susan Smith Family Foundation holds PEAR VENTURES IV, LP; the manager is raising: Pear Ventures V, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Pear Ventures Management, LLCno URL
  • Sep 16, 2026Re-up prospectreport dateinference
    Richard and Susan Smith Family Foundation holds MISCHIEF 2 LP; the manager is raising: Mischief 3, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Mischief Capital Management, LLCno URL
  • Jan 23, 2026Re-up prospectinference
    Richard and Susan Smith Family Foundation holds THRIVE CAPITAL PARTNERS IX GROWTH, L.P.; the manager has a newer fund open: Thrive Capital Partners X Growth-A, L.P. (newly closed, Form D first sale 2026-01-23); no commitment to it on the graph
    with Thrive Capitalno URL
  • Mar 20, 2025Re-up prospectinference
    Richard and Susan Smith Family Foundation holds WILL VENTURES FUND II; the manager is raising: Will Ventures Fund III, L.P. (fundraising, Form D first sale 2025-03-20); no commitment to it on the graph
    with Will Venturesno URL
  • Apr 8, 2024Re-up prospectinference
    Richard and Susan Smith Family Foundation holds BOSTON SEED CAPITAL FUND IV LP; the manager is raising: Boston Seed Capital Fund V, L.P. (fundraising, Form D first sale 2024-04-08); no commitment to it on the graph
    with Boston Seed Capital Management, L.L.C.no URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 237090011
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 16, 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.