This allocator's name

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.

Foundation in Rhode Island

Foundation· Providence, Rhode Island

Foundation, based in Providence, Rhode Island, reporting $158M in assets.

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

Assets
$158M
Fund commitments
1
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (1)ManagersPeople
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
Who decides
Foundation in Rhode Island
Managers
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$158M
Total assets, Mar 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
1
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
1 role
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
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025MARTIN CURRIE SMA-SHARES SERIES EM (LCSMX) 111232. 317.000 SHARESMartin CurriePrivate equity$997,754 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$158M Mar 31, 2025 reported IRS 990
$158M (2025-03)
Income
$34.3M Mar 31, 2025 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, 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…

›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