DFX Intelligence

Allocator Intelligence

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Foundation

D••••• a•• L•••• D•••• F•••••••••

FoundationWausau, WI
Assets
$135M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
8
7 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
7 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A••••• S•••••••• O••••••••• F••• I•• L• • O•••••••A••••• C•••••• M••••••••• L••Private equity$930,211 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• P•••••• E••••• A••••• B•••••• F••• I•• L•T•• C•••••• G••••Private equity$687,792 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••• C•••••• P••••••• F••• I••S••••••• C•••••• P•••••••Private equity$177,684 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••• 2••• S••••• • F••••• I••Fici 2022 FictivPrivate equity$111,063 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••• H••• D••••••• E••••• D•••• F•••••••••H•••••Public equity$6.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024I••••••• P•••••• S••••• F••••• R••••• F••• I•• A••••• F••• L•I•••••••• L••Private equity$500,000 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G••••••• P•••••• E••••• O••••••••• V• F••• L•G•••••••Private equity$910,536 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• R•••• C•••••• P•••••• E••••• I••B•• R•••• C••••••Private equity$133,864 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$135M Dec 31, 2024 reported IRS 990
$117M (2024-12)
Income
$52.3M 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 263604136
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.