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

R B Terry Charitable Foundation Inc

FoundationHigh Point, NC
Assets
$202M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
69
10 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • SELECT EQUITY OFFSHORE LTD $3.5M
  • SELECT EQUITY OFFSHORE LTD $3.5M
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
10 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
69 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024COMMONFUND CAPITAL EMERGING MARKETS 2013, LPCF Private Equity, Inc.Public equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLYNN PARTNERS VI LPGlynn Capital Management, LLCPrivate equity$462,225 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHAMBERS ENERGY CAPITAL V, LPChambers Energy CapitalNatural resources$391,925 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AXIOM ASIA V LPMission Capital Management Services, L.P.Private equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CAP91 PARTNERS FUND LPCap91 Partners Management LLCPrivate equity$728,909 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ENERGY SPECTRUM PARTNERS VIIESP Investment Advisors LLCNatural resources$796,817 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACTIS GLOBAL 4 A LPActis GPPrivate equity$864,000 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LEXINGTON CAPITAL PARTNERS IXLexington PartnersPrivate equity$4.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ALEUTIAN FUND LPAleutianPrivate equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ROCK SPRINGS CAPITAL OFFSHORE FUND LPRock Springs CapitalPrivate equity$5.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FORTRESS CREDIT OPPS FD IVFortress Credit Opps FdPrivate credit$760,831 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024INDUS SELECT FUND LTDIndus SelectPrivate equity$9.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ROYAL OPPORTUNITIES FEEDER FDRoyal FdPrivate equity$136,256 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KING STREET CAPITAL LTDKing Street CapitalPrivate equity$280,323 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FORTRESS CRD OPP FD II (B) LPFortress Crd Opp FdPrivate equity$252,228 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COMMONFUND CAPITAL PRIVATE EQUIT PARTNERS VIIICommonfund Capital Private EquitPrivate equity$479,042 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FORTRESS CREDIT OPP FD III (B)Fortress Credit Opp FdPrivate credit$36,601 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COMMONFUND NRP IX LPCommonfund NrpPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GEM REALTY FUND V, LPGEM RealtyReal estate$323,515 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CLAYTON DUBILIER & RICE IX LPClayton Dubilier RicePrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FIR TREE REAL ESTATE FUND IIIFIR Tree Real EstateReal estate$9,817 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COATUE LONG ONLY OFFSHORE FUND, LTDCoatue Long OnlyPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLYNN PARTNERS III LPGlynn Capital Management, LLCPrivate equity$638,108 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024YORKTOWN ENERGY PARTNERS X LPYorktown Partners LLCNatural resources$451,674 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GQG PARTNERS EMERGING MARKETS EQ INVGQG Emerging Markets Eq InvPublic equity$6.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DAVIDSON KEMPNER INSTITUTIONAL LPDavidson KempnerPrivate equity$4.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FARALLON CAPITAL INST PARTNERS LPFarallon Capital InstPrivate equity$5,936 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FORTRESS CREDIT OPPORTUNITIES FD B LPFortress Credit FdPrivate credit$66,253 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LEXINGTON CAPITAL PTNRS VII LPLexington Capital PtnrsPrivate equity$105,118 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLUE OWL FIRST LIEN FUND II LPBlue Owl First LienPrivate equity$744,027 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FARALLON R.E. PARTNERS IV LPFarallonPrivate equity$433,624 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SOLEUS CAPITAL OFFSHORE LPSoleus CapitalPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FARALLON EQ PARTNERS INTLFarallon Eq IntlPrivate equity$8.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GEM REALTY FUND VI LPGEM RealtyReal estate$971,643 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AXIOM ASIA IV LPMission Capital Management Services, L.P.Private equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLYNN PARTNERS IV LPGlynn Capital Management, LLCPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OWL ROCK FIRST LIEN FUND, LPOWL Rock First LienPrivate equity$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WOODSON CAP OFFSHORE FDWoodson Cap FdPrivate equity$9.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ATALAN OFFSHORE FUND, LTDAtalanPrivate equity$5.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREENSPRING GLOBAL OPP FUND LPGreenspring Global OppPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DURABLE CAPITAL OPP FUND LPDurable Capital OppPrivate equity$283,848 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CASDIN PRIVATE GROWTH EQTYCasdin Private Growth EqtyPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE REALESTATE PART X TE3 LPBlackstone Realestate Part Te3Private equity$583,950 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ALUA OFFSHORE FUND LTDAluaPrivate equity$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AVENIR GROWTH PAR IIIAvenir Growth ParPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024JUNTO OFFSHORE FUNDJuntoPrivate equity$8.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TIGER GLOBAL PIP XV LPTiger Global PipPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CASDIN PRIVATE GROWTH IICasdin Private GrowthPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLYNN PARTNERS V LPGlynn Capital Management, LLCPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 20245TH CENTURY PARTN FUND I5th Century PartnPrivate equity$503,079 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AVENIR GROWTH PARTN IV LPAvenir Growth PartnPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WTC CFT RESEARCH EQUITYWTC Cft Research EquityPublic equity$3.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COREALPHA VI LP CO INVESTMENTCorealpha InvestmentPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LCP X LPLcpPrivate equity$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TCW DIRECT LENDING VIII LLCTCW Direct LendingPrivate credit$931,513 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NUT TREE DRAWDOWN FUND II LPNUT Tree DrawdownPrivate equity$801,338 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024THE CHILDRENS INVESTMENT FUND LPThe Childrens InvestmentPrivate equity$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AXIOM ASIA COINVEST FUND IAxiom AsiaPrivate equity$984,760 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TCW DIRECT LENDING VII LLCTCW Direct LendingPrivate credit$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AEA INVESTORS VII LPAeaPrivate equity$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FULCRUM FUND LPFulcrum Equity Partners, Inc.Private equity$211,618 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GOLUB CPAITAL PARTN INT 12 LPGolub Cpaital Partn IntPrivate equity$3.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CASDIN PARTNERS OFFSHORE, LTDCasdinPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DURABLE CAPITAL OFFSHORE FNDDurable Capital FndPrivate equity$6.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NUT TREE DRAWDOWN OFF FND LPNUT Tree Drawdown Off FndPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FARALLON R.E. PARTNERS IIIFarallonPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AXIOM ASIA VI LPAxiom AsiaPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024YORKTOWN ENERGY PARTNERS XIYorktown Partners LLCNatural resources$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHAMBERS ENERGY CAPITAL IV, LPChambers Energy CapitalNatural resources$1.1M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$202M Dec 31, 2024 reported IRS 990
$202M (2024-12)
Income
$29.5M 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 562066238
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.