DFX Intelligence
Family office profile
F•••• I••••••••• S•••••••
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Dallas, TXCandidateidentity confidence 50%
Why this class: in-care-of organisation on 20 private foundation(s) with $28,099,149 in assets (IRS); could be the family's investment company, its manager or its accountant.
Not yet hand-verified
Last observed Sep 16, 2026 · 22 observations · 2 sources
0 people · 0 investments · 0 public positions · 11 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 20 private foundation(s) with $28,099,149 in assets (IRS); could be the family's investment company, its manager or its accountant); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
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
Profile completeness 16% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- unknown
- Headquarters
- Dallas, TX
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $28.6M across 20 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $28.6M. These are different facts and are never added together.
Classification history
- Sep 12, 2026Candidate 50%in-care-of organisation on 20 private foundation(s) with $28,099,149 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 50%in-care-of organisation on 20 private foundation(s) with $28,099,149 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Teamshow
No current professionals on the record.
Investment mandateshow
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities20show
Signals and timeline11show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 11 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Office discoveredF•••• I••••••••• S••••••• named as in-care-of on H••••••• C•••••••• C••••• U• 1••••••• ($1,333,591 in assets)DiscoveryInferenceapps.irs.gov
- May 31, 2025Foundation officer leftBANK OF AMERICA (TRUSTEE) is no longer on G• W••••• W•••••••• C••••••••• R•••••••• U•••••••'s 2025-05-31 returnFoundationFactapps.irs.gov
- Mar 31, 2025Foundation officer joinedBANK OF AMERICA (TRUSTEE) appears on B•••••• S• J•••• E•••••••• C••••• 2••••• N•••'s 2025-03-31 returnFoundationFactapps.irs.gov
- Feb 28, 2025Foundation officer joinedBANK OF AMERICA (TRUSTEE) appears on B•••••• H••••••• T• F•• U••• o• M•'s 2025-02-28 returnFoundationFactapps.irs.gov
- Jan 31, 2025Foundation officer joinedBANK OF AMERICA (TRUSTEE) appears on G••••• S• • E•••• E• M•••••••• M••••••• T•••• 1•••••••••'s 2025-01-31 returnFoundationFactapps.irs.gov
- Mar 31, 2024Foundation officer leftBANK OF AMERICA (TRUSTEE) is no longer on B•••••• S• J•••• E•••••••• C••••• 2••••• N•••'s 2024-03-31 returnFoundationFactapps.irs.gov
- Jan 31, 2024Foundation officer leftBANK OF AMERICA (TRUSTEE) is no longer on G••••• S• • E•••• E• M•••••••• M••••••• T•••• 1•••••••••'s 2024-01-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer leftBANK OF AMERICA (TRUSTEE) is no longer on H••• H••• O•• P••••• H••• E• A•'s 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer leftBANK OF AMERICA (TRUSTEE) is no longer on D••••• M••••• T•••• F•• F••••••• C•••••••'s 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2022Foundation officer joinedBANK OF AMERICA (TRUSTEE) appears on D••••• M••••• T•••• F•• F••••••• C•••••••'s 2022-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2022Foundation officer joinedBANK OF AMERICA (TRUSTEE) appears on H••• H••• O•• P••••• H••• E• A•'s 2022-12-31 returnFoundationFactapps.irs.gov
Sources and evidence22show
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. 22 shown.
Score components
Freshness
+50 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (174 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
+7 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($28,566,210)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1068)
Mandate confidence
no components; scored 0
Identity confidence
+50 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
+25 a• s••••••••• f••• w••••• 1• m••••• (174 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | G•••• C• S••••••• C••••••••• F••••••••• | Apr 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | ••• Locked | Mar 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | B•••••• S• J•••• E•••••••• C••••• 2••••• N••• | Mar 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | H••••••• C•••••••• C••••• U• 1••••••• | Mar 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | B•••••• H••••••• T• F•• U••• o• M• | Feb 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | N•••••• f•• B•••••• L•••••• A•• 2•• | Jan 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | N•••••• f•• B•••••• L•••••• A•• 2• 4•• | Jan 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | ••• Locked | Jan 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | A••••• H• C••••• T•••• 0•••••• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | T• U• L•••• C•••• G•• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | E••••• K••••••• F••••• T•••• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | M•••••• W• • C•••••• P• P••• F••• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | H••• H••• O•• P••••• H••• E• A• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | D••••• M••••• T•••• F•• F••••••• C••••••• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | S•••• N• P••••• E••••• T• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | W•••••• G• R•••••••• T•••• F•• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | ••• Locked | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | C••••••••• C••••••••• F••••••••• T• | Nov 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | G• W••••• W•••••••• C••••••••• R•••••••• U••••••• | May 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | ••• Locked | Apr 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |