Surgo Foundation US

Foundation· New York, New York

Foundation, based in New York, New York, reporting $122M in assets.

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

Assets
$122M
Fund commitments
2
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (2)Managers
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
Surgo Foundation US
Managers
Size, funding, policy and commitments, with their basesFoundation · EIN 611733092Show
Foundation
Assets
$122M
Total assets, Dec 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
2
1 manager 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
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager 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
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025SURGOCAP OFFSHORE FUND LPSurgocap Partners LPPrivate equity$103M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2025SURGO HEALTH, P.B.C. SIMPLE AGREEMENT FOR FUTURE EQUITYSurgo Health Simple Agreement for Future EquityPublic equity$2.5M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$122M Dec 31, 2025 reported IRS 990
$122M (2025-12)
Income
$17.7M Dec 31, 2025 reported IRS BMF
Provenance
Identifiers: EIN 611733092
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

Surgo Foundation US 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.

Checking your plan…

Capital chain

Surgo Foundation US sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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.

Checking your plan…

›Connections

every published relationship on the graph

+1 connection on the graph

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

Ask DFX