DFX Intelligence

Data Factory

Offutt Family Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:d69c19c2-9c64-4b69-a112-a89dbbbd3f89

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 27
On other graphs: 1
Observed: n/a to n/a

Across DFX

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

Allocatorsidentity

Offutt Family Foundation

Allocator · shared ein

Relationships

Invested in (21)

→ Acadian Global EquityFundholds
factForm 990-PF
→ WCM Focused Global Growth FundFundholds
factForm 990-PF
→ Arga Global Concentrated FundFundholds
factForm 990-PF
→ Cusana Global Emerging Markets Equity FundFundholds
factForm 990-PF
→ Skerryvore Global Emerg Mkt Equity FundFundholds
factForm 990-PF
→ Lazard Emerging Discounted Assets FundFundholds
factForm 990-PF
→ Ninety One Emerging Debt FundFundholds
factForm 990-PF
→ Libremax Capital Credit Dislocation FundFundholds
factForm 990-PF
→ Cohen & Steers Real Estate Securities FundFundholds
factForm 990-PF
→ TA Realty Fund XiiiFundholds
factForm 990-PF
→ Cerberus Institutional Real Estate Partners VIFundholds
factForm 990-PF
→ Annaly Capital Management inFundholds
factForm 990-PF
→ Ares Capital CorpFundholds
factForm 990-PF
→ Seagate Technology HoldingsFundholds
factForm 990-PF
→ PPC Av 1 LLCFundholds
factForm 990-PF
→ River Oaks Financial FundFundholds
factForm 990-PF
→ Northstar Mezzanine PartnersFundholds
factForm 990-PF
→ Arthur VenturesFundholds
factForm 990-PF
→ Forward Fund I-A LPFundholds
factForm 990-PF
→ G123 PartnersFundholds
factForm 990-PF
→ Blue Marlin Mb Spv LLCFundholds
factForm 990-PF

Principal of (8)

← Ronald D OffuttPersonTrustee
factForm 990-PF
← Karen OffuttPersonTrustee
factForm 990-PF
← Shelly NealPersonTrustee
factForm 990-PF
← Rondi McgovernPersonTrustee
factForm 990-PF
← Allan F KnollPersonTrustee
factForm 990-PF
← Christi OffuttPersonTrustee
factForm 990-PF
← Ryan OffuttPersonTrustee
factForm 990-PF
← Thomas K EspelPersonEXECUTIVE DIRECTOR
factForm 990-PF

Dated events

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

Occurred
Dec 31, 2024
Foundation assets changed
Offutt Family Foundation: total assets at fair value $273.0M to $380.7M (+39%) on the 2024-12-31 return
Form 990-PFobserved 6 days ago
$108M
Occurred
Dec 31, 2023
Foundation assets changed
Offutt Family Foundation: total assets at fair value $208.7M to $273.0M (+31%) on the 2023-12-31 return
Form 990-PFobserved 6 days ago
$64.2M

Show 25 bookkeeping events

Occurred
Dec 31, 2024
Offutt Family Foundation first reports ACADIAN GLOBAL EQUITY at $5.0M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports BLUE MARLIN MB SPV LLC at $0.2M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports WCM FOCUSED GLOBAL GROWTH FUND LP at $5.2M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports ARGA GLOBAL CONCENTRATED FUND at $4.8M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports SKERRYVORE GLOBAL EMERG MKT EQUITY FUND at $1.2M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports ARES CAPITAL CORP at $0.1M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports SEAGATE TECHNOLOGY HOLDINGS at $0.0M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports FORWARD FUND I-A LP at $0.6M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation first reports G123 PARTNERS at $1.1M on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation no longer reports GW&K - Small Cap Core Equity CIT (was $3.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Offutt Family Foundation: LAZARD EMERGING DISCOUNTED ASSETS FUND $2.5M to $1.3M (-47%) year over year
Occurred
Dec 31, 2024
Offutt Family Foundation: CUSANA GLOBAL EMERGING MARKETS EQUITY FUND $2.9M to $1.5M (-47%) year over year
Occurred
Dec 31, 2024
Offutt Family Foundation: PPC AV 1 LLC $0.6M to $2.1M (+233%) year over year
Occurred
Dec 31, 2024
Offutt Family Foundation no longer reports BLUEGRASS PARENT LLC (was $28.0M) on its 2024-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports Annaly Capital Management Inc Com New at $0.0M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports Cerberus Institutional Real Estate Partners VI at $0.2M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports Cohen & Steers Real Estate Securities Fund at $11.1M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports Cusana Global Emerging Markets Equity Fund at $2.9M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports GW&K - Small Cap Core Equity CIT at $3.0M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports Lazard Emerging Discounted Assets Fund at $2.5M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports LibreMax Capital Credit Dislocation Fund at $0.8M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports Ninety One Emerging Debt Fund at $3.1M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation first reports TA Realty Fund XIII at $0.2M on its 2023-12-31 return
Occurred
Dec 31, 2023
Offutt Family Foundation: ARTHUR VENTURES $0.2M to $1.2M (+669%) year over year
Occurred
Dec 31, 2023
Offutt Family Foundation no longer reports ARTHUR VENTURES GROWTH III, LP (was $0.5M) on its 2023-12-31 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): Ronald D Offutt (TRUSTEE), Karen Offutt (TRUSTEE), Shelly Neal (TRUSTEE), Rondi Mcgovern (TRUSTEE), Allan F Knoll (TRUSTEE), Christi Offutt (TRUSTEE), Ryan Offutt (TRUSTEE), Thomas K Espel (EXECUTIVE DIRECTOR).

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:d69c19c2-9c64-4b69-a112-a89dbbbd3f89
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.

Offutt Family Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:d69c19c2-9c64-4b69-a112-a89dbbbd3f89

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.