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B••• W•••••
Candidate, based in Orlando, FL.
Composed from this office's classification, location and record.
- Foundation assets
- $7.8M
This is a candidate: one public signal put it on the graph (in-care-of organisation on 2 private foundation(s) with $7,359,654 in assets (IRS); could be the family's investment company, its manager or its accountant), and nothing here says it is a family office. We hold 4 observations from 2 sources.
Readings, classification basis and verificationidentity confidence 45% · 4 observations · 2 sourcesShowHide
Why this class: in-care-of organisation on 2 private foundation(s) with $7,359,654 in assets (IRS); could be the family's investment company, its manager or its accountant.
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
- Orlando, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $7.8M across 2 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 $7.8M. These are different facts and are never added together.
- Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $7,359,654 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $7,359,654 in assets (IRS); could be the family's investment company or its accountantInference
Teamshow
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 discovered••• LockedDiscoveryInferenceapps.irs.gov
- Feb 28, 2025Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Aug 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Aug 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Aug 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
Full timeline · 11 eventsShow fewer
- Aug 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Feb 29, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Feb 29, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Feb 29, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Feb 28, 2026Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Feb 28, 2026Foundation dropped a fund••• 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
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.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| 5•••••••• L••••• S••••• G••••• | 5•••••••• L••••• S••••• G••••• | C•••••• E• H••••••••• J• C••• T• F•• P••• S•••• U••• W•• F••••••••• | not stated | Aug 31, 2025 | Inference foundation tied to the office apps.irs.gov |
| 5•••••••• L••••• S••••• G••••• | 5•••••••• L••••• S••••• G••••• | W•••••• G••••• A•••• F••••••••• | not stated | Feb 28, 2025 | Inference foundation tied to the office apps.irs.gov |
| 0•••••••• G•• P••••••• E•••••• | 00771x419 Gqg E•••••• | C•••••• E• H••••••••• J• C••• T• F•• P••• S•••• U••• W•• F••••••••• | not stated | Aug 31, 2025 | Inference foundation tied to the office apps.irs.gov |
| 0•••••••• G•• P••••••• E•••••• | 00771x419 Gqg E•••••• | W•••••• G••••• A•••• F••••••••• | not stated | Feb 28, 2025 | Inference foundation tied to the office apps.irs.gov |
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities2show
Sources and evidence4show
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. 4 shown.
Score components
View all 4 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | W•••••• G••••• A•••• F••••••••• | Feb 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | ••• Locked | Aug 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 |
Not yet on record: direct investments, decision makers, last deployment.