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Marguerite Casey Foundation

Allocators

Seattle, WA

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Search this name across graphsid dfx:al:478db00e-210e-447e-81c4-396a5e60715e

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 62
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 16, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Marguerite Casey Foundation

Family foundation · shared ein

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $877Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 75with an amount; holdings are counted apart
Managers: 29
Funds: 33
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 1
EIN: 912062197

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 75

Vehicle	Manager	Bucket	Value	As of	Kind	Source
BARINGS CORE PROPERTY FUND LP	n/a	Real estate	$22.8M	Dec 31, 2024	commingled	Irs 990
ASB ALLEGIANCE REAL ESTATE FUND LP	ASB Allegiance	Real estate	$20.7M	Dec 31, 2024	commingled	Irs 990
CARRICK CAPITAL PARTNERS FUND IV LP	n/a	Private equity	$12.6M	Dec 31, 2024	commingled	Irs 990
MAC VENTURE CAPITAL 2019 LP	MAC Venture Capital	venture	$12.4M	Dec 31, 2024	commingled	Irs 990
VISTRIA HOUSING FUND LP	n/a	Private equity	$10.8M	Dec 31, 2024	commingled	Irs 990
BLACK IMPACT NON OZ 1 LP	Sola Impact Group, LLC	Private equity	$9.6M	Dec 31, 2024	commingled	Irs 990
DBL PARTNERS IV LP	DBL Partners	Private equity	$8.8M	Dec 31, 2024	commingled	Irs 990
CLEARLAKE CAPITAL PARTNERS V LP	Clearlake Capital Group LP	Private equity	$8.5M	Dec 31, 2024	commingled	Irs 990
BAIN CAPITAL FUND XII LP	n/a	Private equity	$8.0M	Dec 31, 2024	commingled	Irs 990
WINDROSE HEALTH INVESTORS V LP	Windrose Health Investors, LLC	Private equity	$8.0M	Dec 31, 2024	commingled	Irs 990
MARLIN EQUITY FUND V-A LP	n/a	Public equity	$8.0M	Dec 31, 2024	commingled	Irs 990
ADAMS STREET 2011 US FUND LP	Adams Street Partners, LLC	Private equity	$7.6M	Dec 31, 2024	commingled	Irs 990
CARRICK CAPITAL PARTNERS FUND III LP	n/a	Private equity	$7.6M	Dec 31, 2024	commingled	Irs 990
ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH SIDECAR FUND LP	n/a	Real estate	$7.5M	Dec 31, 2024	commingled	Irs 990
RED ARTS CAPITAL OPPORTUNITY FUND I LP	RED Arts Capital Management, LLC	Private equity	$7.3M	Dec 31, 2024	commingled	Irs 990
DUNES POINT CAPITAL II	Dunes Point Capital, L.P.	Private equity	$6.7M	Dec 31, 2024	commingled	Irs 990
RIVERWOOD CAPITAL PARTNERS III LP	n/a	Private equity	$6.7M	Dec 31, 2024	commingled	Irs 990
GEORGIAN GROWTH FUND (INTL) VI LP	n/a	Private equity	$6.1M	Dec 31, 2024	commingled	Irs 990
GEORGIAN PARTNERS GROWTH FUND (INTL) V LP	n/a	Private equity	$6.0M	Dec 31, 2024	commingled	Irs 990
LONGITUDE VENTURE PARTNERS IV LP	Longitude Capital Management Co., LLC	venture	$6.0M	Dec 31, 2024	commingled	Irs 990
CLEARLAKE CAPITAL PARTNERS VII LP	Clearlake Capital Group LP	Private equity	$5.9M	Dec 31, 2024	commingled	Irs 990
MAC VENTURE CAPITAL II LP	MAC Venture Capital	venture	$5.9M	Dec 31, 2024	commingled	Irs 990
CLEARLAKE CAPITAL PARTNERS IV LP	Clearlake Capital Group LP	Private equity	$5.6M	Dec 31, 2024	commingled	Irs 990
CRESSEY AND COMPANY FUND VI LP	Cressey & Company LP	Private equity	$5.6M	Dec 31, 2024	commingled	Irs 990
LITTLEJOHN FUND VI LP	Littlejohn	Private equity	$5.4M	Dec 31, 2024	commingled	Irs 990

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity; showing 25 of 29

Manager	Mandate	From	To	Current	Evidence
ASB Allegiance	n/a	Dec 31, 2024	n/a	yes	fact
Illumen Capital Management, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Brookfield	n/a	Dec 31, 2024	n/a	yes	fact
Lone Star Funds	n/a	Dec 31, 2024	n/a	yes	fact
Littlejohn	n/a	Dec 31, 2024	n/a	yes	fact
Adams Street	n/a	Dec 31, 2024	n/a	yes	fact
Sola Impact Group, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Ruthless for Good, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Dunes Point Capital, L.P.	n/a	Dec 31, 2024	n/a	yes	fact
Adams Street Partners, LLC	n/a	n/a	n/a	yes	fact
DBL Partners	n/a	n/a	n/a	yes	fact
Windrose Health Investors, LLC	n/a	n/a	n/a	yes	fact
Leonard Green & Partners, L.P.	n/a	n/a	n/a	yes	fact
NEW Voices Advisors, LLC	n/a	n/a	n/a	yes	fact
Longitude Capital Management Co., LLC	n/a	n/a	n/a	yes	fact
Kapor Capital Management Company L.L.C.	n/a	n/a	n/a	yes	fact
Authentic Ventures Investment Manager, LLC	n/a	n/a	n/a	yes	fact
Vida Ventures Management	n/a	n/a	n/a	yes	fact
Greenspring Associates, LLC	n/a	n/a	n/a	yes	fact
Cressey & Company LP	n/a	n/a	n/a	yes	fact
RED Arts Capital Management, LLC	n/a	n/a	n/a	yes	fact
Clearlake Capital Group LP	n/a	n/a	n/a	yes	fact
IMB Partners LLC	n/a	n/a	n/a	yes	fact
Impact America Management, LLC	n/a	n/a	n/a	yes	fact
Leerink Transformation Partners	n/a	n/a	n/a	yes	fact

People

investment staff and board roles as the plan's own site or report names them; Form 5500 fiduciary signers are never published

Person	Title	Role	Asset class	Current	From	Source
Daniel Gould	VP OF INVESTMENTS & OPERATIONS	Asset class head	n/a	yes	n/a	Irs 990

Relationships

Manages for (29)

← ASB AllegianceManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Illumen Capital Management, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← BrookfieldManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Lone Star FundsManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← LittlejohnManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Adams StreetManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Sola Impact Group, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Ruthless for Good, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Dunes Point Capital, L.P.Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Adams Street Partners, LLCManager with allocator capital
factForm 990
← DBL PartnersManager with allocator capital
factForm 990
← Windrose Health Investors, LLCManager with allocator capital
factForm 990
← Leonard Green & Partners, L.P.Manager with allocator capital
factForm 990
← NEW Voices Advisors, LLCManager with allocator capital
factForm 990
← Longitude Capital Management Co., LLCManager with allocator capital
factForm 990
← Kapor Capital Management Company L.L.C.Manager with allocator capital
factForm 990
← Authentic Ventures Investment Manager, LLCManager with allocator capital
factForm 990
← Vida Ventures ManagementManager with allocator capital
factForm 990
← Greenspring Associates, LLCManager with allocator capital
factForm 990
← Cressey & Company LPManager with allocator capital
factForm 990
← RED Arts Capital Management, LLCManager with allocator capital
factForm 990
← Clearlake Capital Group LPManager with allocator capital
factForm 990
← IMB Partners LLCManager with allocator capital
factForm 990
← Impact America Management, LLCManager with allocator capital
factForm 990
← Leerink Transformation PartnersManager with allocator capital
factForm 990
← Vista Equity Partners Management, LLCManager with allocator capital
factForm 990
← ULU Ventures Management Company, LLCManager with allocator capital
factForm 990
← GC Advisors Holdings LimitedManager with allocator capital
factForm 990
← MAC Venture CapitalManager with allocator capital
factForm 990

Lp of (33)

→ Longitude Venture Partners IV, L.P.Vehicle with allocator capital
factForm 990
→ Clearlake Capital Partners VI, L.P.Vehicle with allocator capital
factForm 990
→ Clearlake Capital Partners Viii, L.P.Vehicle with allocator capital
factForm 990
→ IMB Partners SBIC I LPVehicle with allocator capital
factForm 990
→ Impact America Fund III, LPVehicle with allocator capital
factForm 990
→ Leerink Transformation Fund I L.P.Vehicle with allocator capital
factForm 990
→ Vida Ventures III, L.P.Vehicle with allocator capital
factForm 990
→ Vista Foundation Fund IV, L.P.Vehicle with allocator capital
factForm 990
→ ULU Ventures Fund IV, L.P.Vehicle with allocator capital
factForm 990
→ RED Arts Capital Opportunity Fund I, L.P.Vehicle with allocator capital
factForm 990
→ Gateway Real Estate Fund VI, L.P.Vehicle with allocator capital
factForm 990
→ MAC Venture Capital 2019, LPVehicle with allocator capital
factForm 990
→ Adams Street 2008 Direct Fund, L.P.Vehicle with allocator capital
factForm 990
→ DBL Partners IV, LPVehicle with allocator capital
factForm 990
→ Windrose Health Investors V L.P.Vehicle with allocator capital
factForm 990
→ Vista Equity Partners Fund VII, L.P.Vehicle with allocator capital
factForm 990
→ ULU Ventures Fund III, L.P.Vehicle with allocator capital
factForm 990
→ Clearlake Capital Partners V, L.P.Vehicle with allocator capital
factForm 990
→ Green Equity Investors VII, L.P.Vehicle with allocator capital
factForm 990
→ NEW Voices Fund II, LPVehicle with allocator capital
factForm 990
→ Longitude Venture Partners V, L.P.Vehicle with allocator capital
factForm 990
→ MAC Venture Capital II, LPVehicle with allocator capital
factForm 990
→ Clearlake Capital Partners VII, L.P.Vehicle with allocator capital
factForm 990
→ Adams Street 2011 US Fund LPVehicle with allocator capital
factForm 990
→ Kapor Capital III, L.P.Vehicle with allocator capital
factForm 990
→ Marlin Heritage Ii-A, L.P.Vehicle with allocator capital
factForm 990
→ Authentic Ventures II, L.P.Vehicle with allocator capital
factForm 990
→ Clearlake Capital Partners IV, L.P.Vehicle with allocator capital
factForm 990
→ MaC Venture Capital III, LPVehicle with allocator capital
factForm 990
→ Vista Equity Partners Fund VI, L.P.Vehicle with allocator capital
factForm 990
and 3 more

Dated events

Occurred
Aug 28, 2023
Re up prospect
Marguerite Casey Foundation holds AUTHENTIC VENTURES II LP; the manager is raising: Authentic Ventures III, L.P. (fundraising, Form D first sale 2023-08-28); no commitment to it on the graph
Authentic Ventures Investment Manager, LLCDFX's own graphobserved 4 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:478db00e-210e-447e-81c4-396a5e60715e
First observed: Sep 15, 2026
Last observed: Sep 16, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.