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P••••• A•••••• I••
Candidate, based in CA.
Composed from this office's classification, location and record.
- Foundation assets
- $802M
Nothing material in the last 365 days. Last change: 20 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 25% · 6 observations · 2 sourcesShowHide
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.
Overviewshow
- Classification
- Candidate
- Description
- unknown
- Headquarters
- CA
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $802M 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 $802M. These are different facts and are never added together.
- 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 keeps the books (W•••••• A•• B•••••• M••••• F•••••••••)Inferenceapps.irs.gov“••• Locked”
Teamshow
Signals and timeline2show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.
- Sep 20, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Dec 31, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
Investment mandateshow
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities1show
Sources and evidence6show
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
View all 6 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation books keeper | W•••••• A•• B•••••• M••••• F••••••••• | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Website search | Not found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 20, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
Record history
- Reclassified2026-09-14
- Foundation assets changed2024-12-31source
- Office classification changed2026-09-20
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
Show 1 connection across 1 kindShow fewer
- factForm 990-PF
Not yet on record: direct investments, decision makers, last deployment.