This allocator's name, 4 more managers and 32 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 North Carolina

Foundation· Charlotte, North Carolina

Foundation, based in Charlotte, North Carolina, reporting $2.0B in assets.

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

Assets
$2.0B
Fund commitments
35
Managers
7
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. Last change: 16 Jan 2025, Re up prospect.

Capital path

who backs this record, through what, into what; each name opens its own path
Foundation in North Carolina
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$2.0B
Total assets, Jun 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Jun 30, 2025
Commitments
35
7 managers on Schedule C
Allocation policy
IRS 990, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Strategic Partners VIII (TE) $6.1M
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
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

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

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What changed
1 event
  • Jan 16, 2025Re-up prospectinference
    with Madrona Venture Group, LLCno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
35 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Bay City Capital Fund V, LPBAY City Capital LLCPrivate equity$600,616 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025Falfurrias Capital Partners IVFalfurrias Management Partners LPPrivate equity$8.1M held2020Disclosed holdingapps.irs.gov
as of Jun 30, 2025Tera Gardens, LPTera GardensPrivate equity$1.6M heldDisclosed holdingapps.irs.gov

+32 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
$2.0B Jun 30, 2025 reported IRS 990
$1.9B (2025-06)
Income
$918M Jun 30, 2025 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.

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 10 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 10 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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Record history

1 dated event on the change ledger, latest first
  • Re up prospect
    2025-01-16

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

+16 connections on the graph

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