This allocator's name, 44 more managers and 122 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.

Foundation in Massachusetts

Foundation· Wellesley, Massachusetts

Foundation, based in Wellesley, Massachusetts, reporting $120M in assets.

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

Assets
$120M
Fund commitments
125
Managers
47
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (125)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

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
Foundation in Massachusetts
Funds committed to
All 62
Managers
All 47
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$120M
Total assets, Oct 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
125
47 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
47 managers on the commitment tape
From the plan’s own commitment disclosures

+44 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
5 events
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Atlas Capital Resources V LP: condition no longer holds; not judged
    with Atlas Holdings LLCno URL
  • Sep 23, 2026Re-up prospectreport dateinference
    with Elephantno URL
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Dcvc VII, L.P.: condition no longer holds; not judged
    with Dcvcno URL
  • May 1, 2025Re-up prospectinference
    with Dcvcno URL
  • Apr 25, 2025Re-up prospectinference
    with Atlas Holdings LLCno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
125 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2024COATUE OFFSHORE FUND LTDCoatue Management, L.L.C.Private equity$3.2M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.Sixth Street Advisers, LLCPrivate equity$9,836 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024CHARLESBANK EQUITY COINVESTMENT FUND VI, LPCharlesbank Capital Partners, LLCPrivate equity$12,139 heldDisclosed holdingapps.irs.gov

+122 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
$120M Oct 31, 2025 reported IRS BMF
$154M (2024-10)
Income
$14.8M Oct 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 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

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 60 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 60 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

5 dated events on the change ledger, latest first
  • Re up prospect resolved
    2026-09-23
  • Re up prospect
    2026-09-23
  • Re up prospect
    2025-04-25

+2 more changes on this record's ledger

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

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

+109 connections on the graph

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

Ask DFX