DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Seattle, WA
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 |
|---|---|---|---|---|---|---|---|
| BENEFICIAL TRUST | n/a | n/a | n/a | 10 | $27.6M | Dec 31, 2024 | Reported |
| CHARITABLE GIFT ANNUITIES | n/a | n/a | n/a | 1 | $2.4M | Dec 31, 2024 | Reported |
| CHARITABLE REMAINDER TRUSTS | n/a | n/a | n/a | 6 | $17.2M | Dec 31, 2024 | Reported |
| OTHER INVESTMENTS | n/a | n/a | n/a | 8 | $20.4M | Dec 31, 2024 | Reported |
| SUPPORTING ORG ASSETS HELD IN CUSTODY | n/a | n/a | n/a | 21 | $55.5M | Dec 31, 2024 | Reported |
| CHARITABLE LEAD TRUSTS | n/a | n/a | n/a | 13 | $36.0M | Dec 31, 2024 | Reported |
| ALTERNATIVE INVESTMENTS | n/a | n/a | n/a | 41 | $109M | Dec 31, 2024 | Reported |
| REAL ESTATE & NOTES | n/a | n/a | n/a | 0 | $130,914 | Dec 31, 2024 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Kristine Hermanns | CIO (THRU 12/23), CONTRACTOR | cio | n/a | yes | n/a | Irs 990 |