10 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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The Lozier Foundation

Foundation· Omaha, Nebraska

Foundation, based in Omaha, Nebraska, reporting $517M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$517M
Fund commitments
13
Managers
3
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (13)ManagersPeople
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
The Lozier Foundation
Funds committed to
Managers
Size, funding, policy and commitments, with their basesFoundation · EIN 943027928Show
Foundation
Assets
$517M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
13
3 managers on Schedule C
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
1 role
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
13 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024MCCARTHY CAPITAL FUND VIII LPMccarthy CapitalPrivate equity$3.3M held2024Disclosed holdingapps.irs.gov
as of Dec 31, 2024PERTERRA INTERNATIONAL EQUITY PORT LPPerterra Equity PortPublic equity$17.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AUDAX SENIOR LOAN FUND OFFSHORAudaxPrivate credit$10.8M heldDisclosed holdingapps.irs.gov

+10 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
3 readings
Total assets
$517M Dec 31, 2024 reported IRS 990
$437M (2024-12)
Income
$130M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: EIN 943027928
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

The Lozier Foundation is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

The Lozier Foundation sits on 2 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

every published relationship on the graph

+6 connections on the graph

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