DFX Intelligence

Data Factory

Warsh Mott Legacy

Foundation on the family office graph

Search this name across graphsid dfx:fo:c8ec504f-4ee0-42cb-8a09-2192df4006f9

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 27
On other graphs: 0
Observed: n/a to n/a

Across DFX

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.

Relationships

Invested in (14)

→ Arboretum Ventures IIIFundholds
factForm 990-PF
→ Baron Real Estate Income Fund, 151,048 ShsFundholds
factForm 990-PF
→ Crosslink Ventures V Liquidating Fund LPFundholds
factForm 990-PF
→ Crosslink VI Venture FundFundholds
factForm 990-PF
→ DFJ Growth III LPFundholds
factForm 990-PF
→ DFJ Growth IVFundholds
factForm 990-PF
→ Invenomic Fund, 127,029 ShsFundholds
factForm 990-PF
→ Neuberger Berman Long Short Fund, 24,460 ShsFundholds
factForm 990-PF
→ Nextera Energy Partners LP, 19,000 ShsFundholds
factForm 990-PF
→ Otter Creek Long/short Opportunity Fund, 116,023 ShsFundholds
factForm 990-PF
→ Tgap Venture Capital Fund II LPFundholds
factForm 990-PF
→ TRP Capital Partners LPFundholds
factForm 990-PF
→ Wellington Global Equity (formerly Archipelago), 47,327 ShsFundholds
factForm 990-PF
→ Impact Ventures IV LPFundholds
factForm 990-PF

Principal of (8)

← SEE Fed Statement 15 forPersonExplanation
factForm 990-PF
← Bailey MalonePersonEXECUTIVE DIRECTOR
factForm 990-PF
← Corinne Meadows-EframPersonVP/TRUSTEE
factForm 990-PF
← Kau'i KeliipioPersonTREASURER/TRUSTEE
factForm 990-PF
← Marise Meynet StewartPersonPRESIDENT/TRUSTEE
factForm 990-PF
← Maryanne MottPersonTrustee
factForm 990-PF
← Michael WarshPersonTrustee
factForm 990-PF
← Teresa RobinsonPersonSecretary
factForm 990-PF

Dated events

23 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 30, 2023
Foundation officer left
SANDRA SMITHEY (TRUSTEE) is no longer on Warsh Mott Legacy's 2023-09-30 return
Form 990-PFobserved 6 days ago
Occurred
Sep 30, 2022
Foundation officer joined
SEE FED STATEMENT 14 FOR (EXPLANATION) appears on Warsh Mott Legacy's 2022-09-30 return
Form 990-PFobserved 6 days ago
Occurred
Sep 30, 2022
Foundation officer joined
SANDRA SMITHEY (TRUSTEE) appears on Warsh Mott Legacy's 2022-09-30 return
Form 990-PFobserved 6 days ago
Occurred
Sep 30, 2022
Foundation officer left
ALLOCATION FROM RELATED EXEMPT (ENTITY, CS FUND) is no longer on Warsh Mott Legacy's 2022-09-30 return
Form 990-PFobserved 6 days ago

Show 23 bookkeeping events

Occurred
Sep 30, 2024
Warsh Mott Legacy first reports NEUBERGER BERMAN LONG SHORT FUND, 24,460 SHS at $0.5M on its 2024-09-30 return
Occurred
Sep 30, 2024
Warsh Mott Legacy first reports NEXTERA ENERGY PARTNERS LP, 19,000 SHS at $0.5M on its 2024-09-30 return
Occurred
Sep 30, 2024
Warsh Mott Legacy first reports WELLINGTON GLOBAL EQUITY (FORMERLY ARCHIPELAGO), 47,327 SHS at $2.4M on its 2024-09-30 return
Occurred
Sep 30, 2024
Warsh Mott Legacy no longer reports ARCHIPELAGO HOLDINGS LTD, 47327 SHS (was $2.1M) on its 2024-09-30 return
Occurred
Sep 30, 2024
Warsh Mott Legacy no longer reports NEXTERA ENERGY PARTNERS LP, 20715 SHS (was $0.6M) on its 2024-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy first reports ARCHIPELAGO HOLDINGS LTD, 47327 SHS at $2.1M on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy first reports BARON REAL ESTATE INCOME FUND, 151048 SHS at $1.9M on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy first reports INVENOMIC FUND, 127029 SHS at $3.0M on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy first reports NEXTERA ENERGY PARTNERS LP, 20715 SHS at $0.6M on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy first reports OTTER CREEK LONG/SHORT OPPORTUNITY FUND, 112389 SHS at $1.4M on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy no longer reports 105049 SHS OTTER CREEK LONG/SHORT OPPORTUNITY FUND (was $1.4M) on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy no longer reports DRAPER FISHER JURVETSON GROWTH FUND LP (was $0.9M) on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy no longer reports 98812 SHS INVENOMIC FUND (was $2.2M) on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy no longer reports 47327 SHS ARCHIPELAGO HOLDINGS LTD (was $1.9M) on its 2023-09-30 return
Occurred
Sep 30, 2023
Warsh Mott Legacy no longer reports 20715 SHS NEXTERA ENERGY PARTNERS LP (was $1.5M) on its 2023-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy first reports 98812 SHS INVENOMIC FUND at $2.2M on its 2022-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy first reports 47327 SHS ARCHIPELAGO HOLDINGS LTD at $1.9M on its 2022-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy first reports CROSSLINK VENTURES V LIQUIDATING FUND LP at $0.1M on its 2022-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy first reports 20715 SHS NEXTERA ENERGY PARTNERS LP at $1.5M on its 2022-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy no longer reports 26400.00 SHS PERSHING SQUARE HOLDINGS LTD (was $1.0M) on its 2022-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy no longer reports CROSSLINK VENTURES V LP (was $0.2M) on its 2022-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy no longer reports 86210.045 INVENOMIC FUND INST CLASS (was $1.5M) on its 2022-09-30 return
Occurred
Sep 30, 2022
Warsh Mott Legacy no longer reports 47327.288 SHS ARCHIPELAGO HLDGS LTD-OFFSHORE (was $1.9M) on its 2022-09-30 return

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): SEE Fed Statement 15 for (EXPLANATION), Bailey Malone (EXECUTIVE DIRECTOR), Corinne Meadows-Efram (VP/TRUSTEE), Kau'i Keliipio (TREASURER/TRUSTEE), Marise Meynet Stewart (PRESIDENT/TRUSTEE), Maryanne Mott (TRUSTEE), Michael Warsh (TRUSTEE), Teresa Robinson (SECRETARY).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:c8ec504f-4ee0-42cb-8a09-2192df4006f9
First observed: n/a
Last observed: n/a : not yet measured
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.

Warsh Mott Legacy

Foundation on the family office graph

Search this name across graphsid dfx:fo:c8ec504f-4ee0-42cb-8a09-2192df4006f9

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.