DFX Intelligence

Allocator Intelligence

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Foundation

E••••• P• E••••

FoundationAndover, MA
Assets
$261M
Total assets, Nov 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
18
5 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
5 managers on the commitment tape
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2025G• V•••••• F••• I• L•G• V•••••• F••• I• L•Private equity$53,490 heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025A••••••••• C•••••• G•••••• A•• C•••••• A•••• F•••A••••••••• C••••••• L•Private equity$12.7M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025O•••• I••••••••• E••••• F•••O•••• I••••••••• M••••••••• L••••••Public equity$8.4M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025I••••••••• F•••••••• P••••••• G••••• E••••• I•• L•I••••••••• F•••••••• P•••••••• L••Public equity$11.3M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025M••••• C•••••• I•••••••••M••••• C•••••• M••••••••• L••Private equity$81.4M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025X•••••••• M••• J•••• G••• F•••Xtrackers Msci Japan GdgdPrivate equity$3.6M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025T•• C•••••••• I••••••••• F••• C•••• G•The Childrens Investment GiPrivate equity$8.1M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025Q•••••• F••••••QualityPrivate equity$12.5M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025P••••••• C•••••• H•••••• F••• •• L••Capital HarrierPrivate equity$21.6M heldDisclosed holdingapps.irs.gov
as of Nov 30, 20251•• S••••• P••••••• O••••••• L•••SummerPrivate equity$4.5M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025A•••• L••• S••••••• O••••••• F••• L••Avoro Life SciencesPrivate equity$5.0M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025P••• C•••••• P•••••• F••• I•Ptrs Capital PhoenixPrivate equity$7.5M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025W•• U• A••••• E•••••••• O••••••• F•••• L•••WMA US Active ExtensionPrivate equity$7.8M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025W•••••• O••••••••• F••• L•••WalleyePrivate equity$4.6M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025D• S••• C•••••• I••••••••• F•••• L•DE Shaw CogencePrivate equity$6.1M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025A••••••• F••••••••• F•••• L•••Atreides FoundationPrivate equity$4.0M heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025S•••• S••••• A•••• F••• L••Stark Select AssetPrivate equity$3,619 heldDisclosed holdingapps.irs.gov
as of Nov 30, 2025M••••••• R••• E••••• S•••••• S••••••••• F•••M••••••• M••••••••• L•Private credit$969,315 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$366M Nov 30, 2025 reported IRS 990
$261M (2025-11)
Income
$253M Nov 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 256232129
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.