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T•••• F•••••••• P••••••• I••
Candidate, based in Appleton, WI.
Composed from this office's classification, location and record.
- Direct investments
- Not established
- Decision makers
- Not established
- Foundation assets
- $817,218
- Last deployment
- Not established
This is a candidate: one public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $817,218 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 3 observations from 2 sources.
Readings, classification basis and verificationidentity confidence 30% · 3 observations · 2 sourcesShowHide
Why this class: in-care-of organisation on 1 private foundation(s) with $817,218 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
- Appleton, WI
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $817,218 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 $817,218. These are different facts and are never added together.
- Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $817,218 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $817,218 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
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
Signals and timeline6show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Dec 31, 2023Foundation officer joined••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer left••• LockedFoundationFactapps.irs.gov
- Dec 31, 2022Foundation officer joined••• LockedFoundationFactapps.irs.gov
- Dec 31, 2022Foundation officer left••• LockedFoundationFactapps.irs.gov
Sources and evidence3show
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. 3 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | D••• M• H••••• C••••••••• T•••• | Dec 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 |