DFX Intelligence

2 more managers and 15 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.

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

National Endowment for Financial Education

Foundation· Denver, Colorado

Foundation, based in Denver, Colorado, reporting $209M in assets.

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

As of 2026-09-15 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $209M
Fund commitments: 18
Managers: 5

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (18)Managers

As of 2026-09-15 · 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

National Endowment for Financial Education

Managers

Fortress2 commitments
The Vistria Group, LP1 commitment
City of London Investment1 commitment

All 5

Size, funding, policy and commitments, with their basesFoundation · EIN 840632115Show

Foundation

Assets

$209M

Total assets, Dec 31, 2025 reported

Funded

no pension liability

not filed

Private markets target

no policy read

Commitments

5 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

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

Fortress2 rows, latest Dec 31, 2025
The Vistria Group, LP1 row, latest Dec 31, 2025
City of London Investment1 row, latest Dec 31, 2025

+2 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

No dated events yet.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	VISTRIA FUND (FT)	The Vistria Group, LP	Private equity	$937,895 held	Disclosed holding	apps.irs.gov
as of Dec 31, 2025	CITY OF LONDON EM INVESTABLE FUND	City of London Investment	Private equity	$4.2M held	Disclosed holding	apps.irs.gov
as of Dec 31, 2025	CA RESOURCES FUND FCO VI	CA Resources Fco	Private equity	$68,511 held	Disclosed holding	apps.irs.gov

+15 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

$209M Dec 31, 2025 reported IRS 990

$155M (2025-12)

Income

$16.1M Dec 31, 2025 reported IRS BMF

Provenance

Identifiers: EIN 840632115

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

National Endowment for Financial Education is the same institution as 2 records in Family Offices and Independent Sponsors.

Family Offices1Independent Sponsors1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and what the two were joined on.

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

Checking your plan…

Capital chain

National Endowment for Financial Education sits on 5 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 5 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

+5 connections on the graph

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