7 more managers and 14 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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Headwaters Health Foundation of Western Montana

Foundation· Missoula, Montana

Foundation, based in Missoula, Montana, reporting $128M in assets.

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

Assets
$128M
Fund commitments
17
Managers
10
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (17)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. Last change: 23 Sep 2026, Re-up prospect for RCP Fund Xix, LP: condition no longer holds; not judged.

Capital path

who backs this record, through what, into what; each name opens its own path
Headwaters Health Foundation of Western Montana
Funds committed to
All 7
Managers
All 10
Size, funding, policy and commitments, with their basesFoundation · EIN 811099715Show
Foundation
Assets
$128M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
17
10 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
10 managers on the commitment tape
From the plan’s own commitment disclosures

+7 more managers received commitments

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

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What changed
2 events
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for RCP Fund Xix, LP: condition no longer holds; not judged
    with RCP Advisors 2, LLCno URL
  • Jun 26, 2024Re-up prospectinference
    Headwaters Health Foundation of Western Montana holds RCP FUND XIII LP; the manager has a newer fund open: RCP Fund Xix, LP (state not recorded, Form D first sale 2024-06-26); no commitment to it on the graph
    with RCP Advisors 2, LLCno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
17 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024COLLER INTERNATIONAL PARTNERS VII LPColler Investment Management LtdPrivate equity$665,140 held2015Disclosed holdingapps.irs.gov
as of Dec 31, 2024AUDAX DIRECT LENDING SOLUTIONS FUND-C LPAudax Private DebtPrivate credit$1.6M held2018Disclosed holdingapps.irs.gov
as of Dec 31, 2024FALCON PRIVATE CREDIT OPPORTUNITIES VI LPOnex Falcon Investment Advisors, LLCPrivate credit$1.6M held2020Disclosed holdingapps.irs.gov

+14 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
$128M Dec 31, 2024 reported IRS 990
$128M (2024-12)
Income
$47.5M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: EIN 811099715
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 23, 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

Headwaters Health Foundation of Western Montana 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

Headwaters Health Foundation of Western Montana sits on 11 traced paths of capital across the graphs.

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

DFX traced 11 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

2 dated events on the change ledger, latest first
  • Re up prospect resolved
    2026-09-23
  • Re up prospect
    2024-06-26

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

+17 connections on the graph

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