This allocator's name, 12 more managers and 37 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 Montana

Foundation· Missoula, Montana

Foundation, based in Missoula, Montana, reporting $1.1B in assets.

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

Assets
$1.1B
Fund commitments
40
Managers
15
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What may matter next

A pattern DFX replayed against history, using only what was known on each date, points at this record. The rate belongs to the pattern, not to this entity; what already happened is below.

Allocators · Re-upWindow to Sep 2027

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Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedD••••• R• W••••••••• F••••••••• I•• h•••• S•••• C•••••• V••• a•• t•• m•••••••• n••• f••• i• t••• s•••••• S•••• C•••••• I•• L•••• i• o••• •••••••••
  • DerivedN• c••••••••• t• t•• n•• f••• a•••••• o• t•• p••••• f•••••• y•••
Why it matters

This allocator committed to the prior fund of a series that now has a successor fund. Existing LPs are the first calls in any raise, so this is the re-up list for the GP, and for a competing GP it shows whose capital may be in play.

Who this is for

GPs raising a successor fund, placement agents, and competing GPs in the same strategy.

Can you reach them

Decision maker identified; no contact route on file yet.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.

What matters now

  1. 1
    re-up prospects

    1 re-up prospect was flagged in the last twelve months: a manager it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
Foundation in Montana
Funds committed to
All 7
Managers
All 15
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$1.1B
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
40
15 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
3 roles
Chief investment officer
Jerry K Lemon
CHIEF INVESTMENT OFFICER (Dec 31, 2024) apps.irs.gov
JERRY K LEMON | CHIEF INVESTMENT OFFICER
  • Jon Bennion INCOMING EXEC. DIRECTORExecutive director / CEO
  • Mike Halligan OUTGOING EXEC. DIRECTORExecutive director / CEO
Manager roster
15 managers on the commitment tape
From the plan’s own commitment disclosures

+12 more managers received commitments

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

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

What changed
1 event
  • Sep 16, 2026Re-up prospectreport dateinference
    with Spark Capitalno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
40 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024HEDGE FUND - LAURIONLaurion Capital Management LPHedge / diversifiers$6.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HEDGE FUND - WHITEBOXWhitebox Advisors LLCHedge / diversifiers$9.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HEDGE FUND - BRACEBRIDGEBracebridge Capital, LLCHedge / diversifiers$7.4M heldDisclosed holdingapps.irs.gov

+37 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
$1.1B Dec 31, 2024 reported IRS 990
$1.1B (2024-12)
Income
$93.6M 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 16, 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

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.

Checking your plan…

Capital chain

This record sits on 17 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to VC fund to manager to company

DFX traced 17 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.

Checking your plan…

Record history

1 dated event on the change ledger, latest first
  • Re up prospect
    2026-09-16

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+22 connections on the graph

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