This allocator's name, 2 more managers and 13 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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Foundation in Pennsylvania

Foundation· W Cnshohocken, Pennsylvania

Foundation, based in W Cnshohocken, Pennsylvania, reporting $362M in assets.

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

Assets
$362M
Fund commitments
16
Managers
5
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Commitments (16)Allocation policyManagers
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
Foundation in Pennsylvania
Funds committed to
All 6
Managers
All 5
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$362M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
16
5 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • PORTFOLIO ADVISORS (OFFSHORE) PRIVATE EQUITY FUND III, LP $37,918
  • PORTFOLIO ADVISORS PRIVATE EQUITY FUND IV (OFFSHORE), LP $53,436
  • PORTFOLIO ADVISORS PRIVATE EQUITY FUND IX (OFFSHORE), LP $5.5M
  • PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE), LP $1.3M
  • PORTFOLIO ADVISORS PRIVATE EQUITY FUND VIII (OFFSHORE), LP $3.8M
  • PORTFOLIO ADVISORS REAL ESTATE FUND IV, LP $106,230
  • PORTFOLIO ADVISORS REAL ESTATE FUND V, LP $203,972
  • PORTFOLIO ADVISORS REAL ESTATE FUND VI, LP $3.4M
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
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024LL CAPITAL PARTNERS II PARALLEL, LPLL FundsPrivate equity$4.9M held2019Disclosed holdingapps.irs.gov
as of Dec 31, 2024TWEEDY, BROWNE INTERNATIONAL VALUE FUNDTweedy, Browne Company LLCPrivate equity$18.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MATTERHORN CAPITAL PARTNERS, LPMatterhorn Capital Advisors, LLCPrivate equity$11.4M heldDisclosed holdingapps.irs.gov

+13 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
$362M Dec 31, 2024 reported IRS 990
$362M (2024-12)
Income
$50.2M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: none on file
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.

Across the graphs

This record 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

This record sits on 4 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 4 paths of capital through this record

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

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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

+11 connections on the graph

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