DFX Intelligence

Allocator Intelligence

Richard and Susan Smith Family Foundation

Foundation· Newton, Massachusetts

Foundation, based in Newton, Massachusetts, reporting $303M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$303M
Fund commitments
182
Managers
56
Contact decision makersView relationships
More
Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (182)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What may matter next

A pattern DFX replayed against history, using only what was known on each date, points at this record. The rate belongs to the pattern, not to this entity; what already happened is below.

Allocators · Re-upWindow to Sep 2027

Richard and Susan Smith Family Foundation

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedRichard and Susan Smith Family Foundation holds a fund and the manager's next fund in that series, a fund, is open (fundraising).
  • DerivedNo commitment to the new fund appears on the plan's filings yet.
Why it matters

This allocator committed to the prior fund of a series that now has a successor fund. Existing LPs are the first calls in any raise, so this is the re-up list for the GP, and for a competing GP it shows whose capital may be in play.

Who this is for

GPs raising a successor fund, placement agents, and competing GPs in the same strategy.

Can you reach them

No decision maker identified yet.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.
Allocators · Re-upWindow to Sep 2027

Richard and Susan Smith Family Foundation

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedRichard and Susan Smith Family Foundation holds a fund and the manager's next fund in that series, a fund, is open (fundraising).
  • DerivedNo commitment to the new fund appears on the plan's filings yet.

Why it matters, who it is for and how to reach them: as on the card above.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.
Allocators · Re-upWindow to Sep 2027

Richard and Susan Smith Family Foundation

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedRichard and Susan Smith Family Foundation holds a named organisation 2 LP and the manager's next fund in that series, a named organisation 3, L.P., is open (fundraising).
  • DerivedNo commitment to the new fund appears on the plan's filings yet.

Why it matters, who it is for and how to reach them: as on the card above.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.
Allocators · Re-upWindow to Sep 2027

Richard and Susan Smith Family Foundation

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedRichard and Susan Smith Family Foundation holds a fund and the manager's next fund in that series, a fund, is open (newly closed).
  • DerivedNo commitment to the new fund appears on the plan's filings yet.

Why it matters, who it is for and how to reach them: as on the card above.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.

What matters now

  1. 7
    re-up prospects

    7 re-up prospects were flagged in the last twelve months: managers it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

53 more managers, 179 more commitments and 11 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People to know

View all people
  • Lynne Doblin
    EXECUTIVE DIRECTOR
    Why: Executive director: runs the plan or the office
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
Richard and Susan Smith Family Foundation
Funds committed to
All 94
Managers
All 56

Relationship network

239 connected entities182 observed commitments27 repeat counterparties22 dated commitments shown here, 2025

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Person

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 237090011Show
Foundation
Assets
$303M
Total assets, Apr 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
182
56 managers on Schedule C
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.
Decision makers
who to call first about an allocation, and why; then everyone else by function
  • Lynne Doblin · EXECUTIVE DIRECTOR
    Why this person: Executive director: runs the plan or the office; Confirmed current by a second source 2026-10-01

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

People
1 role
Manager roster
56 managers on the commitment tape
From the plan’s own commitment disclosures

+53 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed
16 events
  • Sep 24, 2026re up prospect resolvedreport dateinference
    Re-up prospect for WestCap Strategic Operator Fund III, L.P.: condition no longer holds; not judged
    with Westcap Management, LLCno URL
  • Sep 24, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Cormorant Private Healthcare Fund VI, LP: condition no longer holds; not judged
    with Cormorant Asset Management, LPno URL
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Boston Seed Capital Fund V, L.P.: condition no longer holds; not judged
    with Boston Seed Capital Management, L.L.C.no URL
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Will Ventures Fund III, L.P.: condition no longer holds; not judged
    with Will Venturesno URL
  • Sep 23, 2026Re-up prospectreport dateinference
    Richard and Susan Smith Family Foundation holds ELEPHANT PARTNERS IV-B LP; the manager is raising: Elephant Partners VI, L.P. (fundraising, seen 2026-09-23); no commitment to it on the graph; 1 fund(s) of the series between them not held either
    with Elephantno URL

+11 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
182 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025BAUPOST VALUE PARTNERS, L.P.-IIThe Baupost Group, L.L.C.Private equity$247,773 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025CHARLESBANK EQUITY COINVESTMENT FUND VI, LPCharlesbank Capital Partners, LLCPrivate equity$42,682 heldDisclosed holdingapps.irs.gov
as of Apr 30, 2025WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P.Westcap Management, LLCPrivate equity$17.3M heldDisclosed holdingapps.irs.gov

+179 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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
Provenance
Identifiers: EIN 237090011
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 25, 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.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

Richard and Susan Smith Family Foundation is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

Richard and Susan Smith Family Foundation sits on 91 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 91 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

16 dated events on the change ledger, latest event first
  • Re up prospect resolved
    2026-09-24
  • Re up prospect resolved
    2026-09-24
  • Re up prospect resolved
    2026-09-23

+13 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+150 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.