DFX Intelligence
Data Factory
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Allocators
Portland, OR
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Cash Value of Life Insurance | n/a | n/a | n/a | 0 | $5.0M | Dec 31, 2024 | Reported |
| Co-Mingled Funds | n/a | n/a | n/a | 22 | $362M | Dec 31, 2024 | Reported |
| Limited Partnership Investments | n/a | n/a | n/a | 77 | $1.3B | Dec 31, 2024 | Reported |
| Jewett-Cameron Trading Company Ltd. | n/a | n/a | n/a | 0 | $5.5M | Dec 31, 2024 | Reported |
| Closely-held equity interests | n/a | n/a | n/a | 0 | $5.9M | Dec 31, 2024 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Nancy Bales | Executive Director - Gray Family Foundation | Executive director | n/a | yes | n/a | Irs 990 |