DFX Intelligence

Data Factory

AllocatorsAllocatorfoundation100m-1b

William J & Lia G Poorvu Family Foundation

Allocators

Cambridge, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:a01bbb02-8cb0-4017-a4d9-0946af3348e8

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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

Family Officesidentity

William J & Lia G Poorvu Family Foundation

Family foundation · shared ein

Facts

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

Total assets: $129Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 15with an amount; holdings are counted apart
Managers: 3
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0
EIN: 042651199

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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
NEW VERNON INDIA FUND II, LP	n/a	Private equity	$4.6M	Dec 31, 2024	commingled	Irs 990
THE SPRUCE HOUSE PARTNERSHIP, LP	n/a	Private equity	$3.6M	Dec 31, 2024	commingled	Irs 990
ABRAMS CAPITAL PARTNERS II, LP	n/a	Private equity	$2.1M	Dec 31, 2024	commingled	Irs 990
SRS LONG OPPORTUNITIES	n/a	Private equity	$1.5M	Dec 31, 2024	commingled	Irs 990
ENERGY CAPITAL PARTNRES IV-B LP	n/a	Natural resources	$851,329	Dec 31, 2024	commingled	Irs 990
THE ENGINE FOLLOW-ON FUND I, LP	The Engine Funds	Private equity	$806,729	Dec 31, 2024	commingled	Irs 990
MCR HOSPITALITY FUND II LP	n/a	Private equity	$370,545	Dec 31, 2024	commingled	Irs 990
MCR HOSPITALITY FUND LP	n/a	Private equity	$275,313	Dec 31, 2024	commingled	Irs 990
MCR HOSPITALITY FUND IV LP	n/a	Private equity	$235,295	Dec 31, 2024	commingled	Irs 990
EQUAL OPPORTUNITY VENTURES FUND III LP	Equal Opportunity Ventures	Private equity	$128,453	Dec 31, 2024	commingled	Irs 990
CITIC CAPITAL CHINA PARTNERS II, LP	Trustar Capital Partners Limited	Private equity	$118,284	Dec 31, 2024	commingled	Irs 990
THE ENGINE FUND III LP	n/a	Private equity	$73,527	Dec 31, 2024	commingled	Irs 990
FINEPOINT CAPITAL PARTNERS II, LP	n/a	Private equity	$72,415	Dec 31, 2024	commingled	Irs 990
SPT LLC	n/a	Private equity	$55	Dec 31, 2024	commingled	Irs 990
ECP CALPINE HOLDINGS LP	n/a	Private equity	$0	Dec 31, 2024	commingled	Irs 990

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
ENERGY CAPITAL PARTNERS III-B, LP	n/a	n/a	n/a	n/a	$194,459	Dec 31, 2024	Reported

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

Manager	Mandate	From	To	Current	Evidence
Equal Opportunity Ventures	n/a	n/a	n/a	yes	fact
The Engine Funds	n/a	n/a	n/a	yes	fact
Trustar Capital Partners Limited	n/a	n/a	n/a	yes	fact

Relationships

Manages for (3)

← Equal Opportunity VenturesManager with allocator capital
factForm 990
← The Engine FundsManager with allocator capital
factForm 990
← Trustar Capital Partners LimitedManager with allocator capital
factForm 990

Lp of (3)

→ Equal Opportunity Ventures Fund III, LPVehicle with allocator capital
factForm 990
→ The Engine Follow-On Fund I, L.P.Vehicle with allocator capital
factForm 990
→ Citic Capital China Partners II, L.P.Vehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:a01bbb02-8cb0-4017-a4d9-0946af3348e8
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

William J & Lia G Poorvu Family Foundation

Allocators

Cambridge, MA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:a01bbb02-8cb0-4017-a4d9-0946af3348e8

Vehicle

Manager

Bucket

Value

As of

Kind

Source

NEW VERNON INDIA FUND II, LP

n/a

Private equity

$4.6M

Dec 31, 2024

commingled

Irs 990

THE SPRUCE HOUSE PARTNERSHIP, LP

n/a

Private equity

$3.6M

Dec 31, 2024

commingled

Irs 990

ABRAMS CAPITAL PARTNERS II, LP

n/a

Private equity

$2.1M

Dec 31, 2024

commingled

Irs 990

SRS LONG OPPORTUNITIES

n/a

Private equity

$1.5M

Dec 31, 2024

commingled

Irs 990

ENERGY CAPITAL PARTNRES IV-B LP

n/a

Natural resources

$851,329

Dec 31, 2024

commingled

Irs 990

THE ENGINE FOLLOW-ON FUND I, LP

The Engine Funds

Private equity

$806,729

Dec 31, 2024

commingled

Irs 990

MCR HOSPITALITY FUND II LP

n/a

Private equity

$370,545

Dec 31, 2024

commingled

Irs 990

MCR HOSPITALITY FUND LP

n/a

Private equity

$275,313

Dec 31, 2024

commingled

Irs 990

MCR HOSPITALITY FUND IV LP

n/a

Private equity

$235,295

Dec 31, 2024

commingled

Irs 990

EQUAL OPPORTUNITY VENTURES FUND III LP

Equal Opportunity Ventures

Private equity

$128,453

Dec 31, 2024

commingled

Irs 990

CITIC CAPITAL CHINA PARTNERS II, LP

Trustar Capital Partners Limited

Private equity

$118,284

Dec 31, 2024

commingled

Irs 990

THE ENGINE FUND III LP

n/a

Private equity

$73,527

Dec 31, 2024

commingled

Irs 990

FINEPOINT CAPITAL PARTNERS II, LP

n/a

Private equity

$72,415

Dec 31, 2024

commingled

Irs 990

SPT LLC

n/a

Private equity

$55

Dec 31, 2024

commingled

Irs 990

ECP CALPINE HOLDINGS LP

n/a

Private equity

Dec 31, 2024

commingled

Irs 990

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

ENERGY CAPITAL PARTNERS III-B, LP

n/a

$194,459

Dec 31, 2024

Reported

Manager

Mandate

From

Current

Evidence

Equal Opportunity Ventures

n/a

yes

fact

The Engine Funds

n/a

yes

fact

Trustar Capital Partners Limited

n/a

yes

fact