DFX Intelligence

Data Factory

National Endowment for Financial Education

Foundation on the family office graph

Search this name across graphsid dfx:fo:f97a99d0-3e1a-4b5a-8203-fd797fe19649

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 5:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 40
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

National Endowment for Financial Education

Allocator · shared ein

Relationships

Invested in (18)

→ AEW Global Property Securities FundFundholds
factForm 990-PF
→ Auldbrass Ptnrs Secondary Opp FundFundholds
factForm 990-PF
→ CIM Enterprise Loan Fund LPFundholds
factForm 990-PF
→ City of London Em Investable FundFundholds
factForm 990-PF
→ Commonfund Venture Partners XiFundholds
factForm 990-PF
→ Fortress Credit Opp Fund VFundholds
factForm 990-PF
→ Fortress Credit Opp Fund VIFundholds
factForm 990-PF
→ Harborvest Real Assets 4 Feeder FundFundholds
factForm 990-PF
→ Industry Venture Partners HoldingsFundholds
factForm 990-PF
→ Landmark Real EstateFundholds
factForm 990-PF
→ NIO Infrastructure Feeder Fund IIFundholds
factForm 990-PF
→ NIO Infrastructure Feeder Fund VFundholds
factForm 990-PF
→ The Overlook PartnersFundholds
factForm 990-PF
→ Ownership Capital Global Equity FundFundholds
factForm 990-PF
→ Siguler Guff Diss Opp Fund 3Fundholds
factForm 990-PF
→ Siguler Guff Diss Opp Fund 4Fundholds
factForm 990-PF
→ Vistria Fund (ft), LPFundholds
factForm 990-PF
→ Wellington Archipelago PartnersFundholds
factForm 990-PF

Principal of (18)

← Jason YoungPersonChair
factForm 990-PF
← Dionne Blue PhdPersonVICE CHAIR
factForm 990-PF
← Rick KetchumPersonMember
factForm 990-PF
← Rachelle FeldmanPersonMember
factForm 990-PF
← Megan GormanPersonMember
factForm 990-PF
← Jourdan JonesPersonMember
factForm 990-PF
← Nancy Kim YunPersonMember
factForm 990-PF
← Beth Lesen PhdPersonMember
factForm 990-PF
← Margaret LibbyPersonMember
factForm 990-PF
← Robin NunnPersonMember
factForm 990-PF
← Kevin PlummerPersonMember
factForm 990-PF
← BOB LewisPersonMember
factForm 990-PF
← Christine LovelyPersonMember
factForm 990-PF
← Connie WeaverPersonMember
factForm 990-PF
← Loretta SanchezPersonMember
factForm 990-PF
← Billy HensleyPersonPRES. & CEO
factForm 990-PF
← Joanne Flores MosesPersonTREAS. & CFO
factForm 990-PF
← Brian FordPersonSEC. & COS
factForm 990-PF

Dated events

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

Occurred
Dec 31, 2024
Foundation officer joined
NANCY KIM YUN (MEMBER) appears on National Endowment for Financial Education's 2024-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2024
Foundation officer joined
BETH LESEN PHD (MEMBER) appears on National Endowment for Financial Education's 2024-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2024
Foundation officer left
HELEN NORRIS (MEMBER) is no longer on National Endowment for Financial Education's 2024-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2024
Foundation officer left
COLLEEN WALKER (MEMBER) is no longer on National Endowment for Financial Education's 2024-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2024
Foundation officer left
MANISHA THAKOR (MEMBER) is no longer on National Endowment for Financial Education's 2024-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2023
Foundation officer joined
LORETTA SANCHEZ (MEMBER) appears on National Endowment for Financial Education's 2023-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2023
Foundation officer joined
BOB LEWIS (MEMBER) appears on National Endowment for Financial Education's 2023-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2023
Foundation officer joined
CHRISTINE LOVELY (MEMBER) appears on National Endowment for Financial Education's 2023-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2023
Foundation officer left
DOUG MCCORMICK (MEMBER) is no longer on National Endowment for Financial Education's 2023-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2023
Foundation officer left
JOYCE NELSON (MEMBER) is no longer on National Endowment for Financial Education's 2023-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2022
Foundation officer left
Carol Chapman (Secretary & Exec Assistant (thru 5/21)) is no longer on National Endowment for Financial Education's 2022-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2022
Foundation officer left
David G Strege (Emeritus Chair) is no longer on National Endowment for Financial Education's 2022-12-31 return
Form 990-PFobserved 5 days ago

Show 28 bookkeeping events

Occurred
Dec 31, 2024
National Endowment for Financial Education first reports FORTRESS CREDIT OPP FUND VI at $0.6M on its 2024-12-31 return
Occurred
Dec 31, 2024
National Endowment for Financial Education first reports LANDMARK REAL ESTATE at $0.7M on its 2024-12-31 return
Occurred
Dec 31, 2024
National Endowment for Financial Education first reports NIO INFRASTRUCTURE FEEDER FUND V at $0.3M on its 2024-12-31 return
Occurred
Dec 31, 2024
National Endowment for Financial Education: AEW GLOBAL PROPERTY SECURITIES FUND $8.5M to $5.7M (-33%) year over year
Occurred
Dec 31, 2024
National Endowment for Financial Education: AULDBRASS PTNRS SECONDARY OPP FUND $1.6M to $2.7M (+70%) year over year
Occurred
Dec 31, 2023
National Endowment for Financial Education first reports VISTRIA FUND (FT) at $0.4M on its 2023-12-31 return
Occurred
Dec 31, 2023
National Endowment for Financial Education no longer reports DOVER STREET 08 CAYMAN FUND (was $0.2M) on its 2023-12-31 return
Occurred
Dec 31, 2023
National Endowment for Financial Education no longer reports DOVER STREET 09 CAYMAN FUND (was $1.9M) on its 2023-12-31 return
Occurred
Dec 31, 2023
National Endowment for Financial Education no longer reports DOVER STREET 10 FEEDER FUND (was $4.8M) on its 2023-12-31 return
Occurred
Dec 31, 2023
National Endowment for Financial Education no longer reports GREENSPRING GLOBAL PARTNERS 8 (was $3.2M) on its 2023-12-31 return
Occurred
Dec 31, 2023
National Endowment for Financial Education no longer reports GREENSPRING GLOBAL PARTNERS 9 (was $3.8M) on its 2023-12-31 return
Occurred
Dec 31, 2023
National Endowment for Financial Education: AULDBRASS PTNRS SECONDARY OPP FUND $0.3M to $1.6M (+423%) year over year
Occurred
Dec 31, 2022
National Endowment for Financial Education first reports AULDBRASS PTNRS SECONDARY OPP FUND at $0.3M on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education first reports FORTRESS CREDIT OPP FUND V at $0.5M on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education first reports NIO INFRASTRUCTURE FEEDER FUND II at $0.3M on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education first reports OVERLOOK PARTNERS at $3.7M on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education first reports SIGULER GUFF DISS OPP FUND 3 at $0.1M on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education first reports SIGULER GUFF DISS OPP FUND 4 at $0.6M on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports Wellington Emerging Markets Opportunities (was $3.2M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports Common Fund International Private Equity Partners (was $0.1M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports Common Fund Private Equity Partners VII (was $0.3M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports Siguler Guff Distressed Opportunities Fund 3 (was $0.2M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports Siguler Guff Distressed Opportunities Fund 4 (was $0.8M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports Fortress Credit Opportunities Fund V Exp 8 (was $0.4M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports NIO Infrastructure Feeder Fund II Small Cap (was $0.2M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education no longer reports Industry Venture Partnership Holdings VI (was $0.2M) on its 2022-12-31 return
Occurred
Dec 31, 2022
National Endowment for Financial Education: OWNERSHIP CAPITAL GLOBAL EQUITY FUND $9.0M to $6.2M (-32%) year over year
Occurred
Dec 31, 2022
National Endowment for Financial Education: CITY OF LONDON EM INVESTABLE FUND $5.5M to $3.3M (-40%) year over year

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): Jason Young (CHAIR), Dionne Blue Phd (VICE CHAIR), Rick Ketchum (MEMBER), Rachelle Feldman (MEMBER), Megan Gorman (MEMBER), Jourdan Jones (MEMBER), Nancy Kim Yun (MEMBER), Beth Lesen Phd (MEMBER), Margaret Libby (MEMBER), Robin Nunn (MEMBER), Kevin Plummer (MEMBER), BOB Lewis (MEMBER).

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:f97a99d0-3e1a-4b5a-8203-fd797fe19649
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.

National Endowment for Financial Education

Foundation on the family office graph

Search this name across graphsid dfx:fo:f97a99d0-3e1a-4b5a-8203-fd797fe19649

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 5:42 AM UTC and rebuilt at most every 15 minutes.