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N•••• C•••••• I• L••

CandidateNot hand-verified in 180 days· MA

Candidate, based in MA.

Composed from this office's classification, location and record.

Foundation assets
$224M
Form 990-PF
Find similar officesMandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Nothing material in the last 365 days. Last change: 20 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 25% · 6 observations · 2 sourcesShow
CandidateNot yet hand-verified0 people · 0 investments · 0 public positions · 21 events

Why this class: no rule matched; held as a candidate pending research.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 9% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
unknown
Headquarters
MA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$224M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $224M. These are different facts and are never added together.
Classification history
  • Sep 20, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
  • Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (M•••• P•••••••••)Inferenceapps.irs.gov“••• Locked”
Team
show
No current professionals on the record.
Signals and timeline
21show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 21 events. 13F position changes are under Public stakes and holdings.

  • Sep 20, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Aug 31, 2025Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
Full timeline · 21 events
  • Aug 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2022Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2022Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Aug 31, 2022Foundation added a fund••• LockedFoundationFactapps.irs.gov
Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

FundManagerHeld throughFoundation's fair valuePeriodBasis
D••••••••• T•••• R••••• F•••D••••••••• T•••• R•••••M•••• P•••••••••$14.1MAug 31, 2025Inference foundation tied to the office apps.irs.gov
D••••••••• T•••• R••••• F•••M•••• P•••••••••$14.1MAug 31, 2025Inference at the office's address apps.irs.gov
E••• F••• I• L•E•••M•••• P•••••••••$169,961Aug 31, 2025Inference foundation tied to the office apps.irs.gov
E••• F••• I• L•M•••• P•••••••••$169,961Aug 31, 2025Inference at the office's address apps.irs.gov
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Sources and evidence
6show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 6 shown.

Score components
Freshness
+5 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (752 days)
Contactability
no components; scored 0
Data confidence
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($187,024,807)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (651)
Mandate confidence
no components; scored 0
Identity confidence
+25 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 6 observations
FactValueEffectiveSourceClass
Foundation contributorM•••• P•••••••••Aug 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Website searchNot foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers, last deployment.