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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: New York, NY HQ: New York, NY

Andrew W. Mellon Foundation

$9.6B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.10B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Private Equity, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
23
5 Open Source Trails Below
Sum of Disclosed Rows
$1.10B
Total AUM: $9.6B
Median Holding / Carrying Value
$47.0M
Range: $30.0M – $79.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
1 Gatekeepers · 5 Disclosed Strategies
IRS Form 990-PF Disclosure Note: Private foundation Part II investment schedules report end-of-year book or fair-market carrying value rather than original LP commitment amounts unless separately itemized, and statutory Form 990-PF filings do not report fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Andrew W. Mellon Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
Oak Hill Advisors Strategic Credit Fund IV, L.P. Private Credit 2024
$67.5M
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Blackstone REP X Private Equity 2023
$51.0M
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Blackstone REP IX Private Equity 2023
$42.2M
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Blackstone REP VII Private Equity 2023
$38.5M
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
The Vistria Fund V Buyout 2023
$40.0M
Reported carrying value (Form 990-PF) · As of December 2024
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2024 IRS Form 990-PF (Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Andrew W. Mellon Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Andrew W. Mellon Foundation (Private Foundation, $9.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 24.2% Actual; $171.9M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 13-1879954) verified $9.55B endowment (~$478M statutory 5% annual grant payout); ~$430M annual Private Equity, Venture Capital & Private Credit pacing ($15M-$50M typical GP check). Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Andrew W. Mellon Foundation

703 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Andrew W. Mellon Foundation (22 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Brandes Investment Partners

OCIO / Wealth RIA La Jolla, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone REP X (2023 Vintage)
Andrew W. Mellon Foundation: $51.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Brandes Investment Partners: $53.0M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone REP IX (2023 Vintage) · Blackstone REP VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Financière Agache (Arnault Family Holding)

Family Office / MFO Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone REP IX (2023 Vintage)
Andrew W. Mellon Foundation: $42.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Financière Agache (Arnault Family Holding): $55.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone REP X (2023 Vintage) · Blackstone REP VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Dow Inc. Employees' Retirement Plan Trust

Corporate Pension Plan Midland, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone REP VII (2023 Vintage)
Andrew W. Mellon Foundation: $38.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Dow Inc. Employees' Retirement Plan Trust: $51.2M · SEC EDGAR Filing

Additional shared vehicles: Blackstone REP X (2023 Vintage) · Blackstone REP IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+700 Additional Institutional LPs Report Shared Vehicles with Andrew W. Mellon Foundation

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Request Pilot Access to Full Workspace Data for Andrew W. Mellon Foundation

You are viewing 5 open public preview records (out of 23 total tracked records for Andrew W. Mellon Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (703 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Andrew W. Mellon Foundation

Buyout LPs →Real Estate LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Andrew W. Mellon Foundation

What type of institutional allocator is Andrew W. Mellon Foundation and what is their typical disclosed ticket size?

Andrew W. Mellon Foundation is categorized under Private Foundation (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 23 historical disclosure records tracked on Prilago ($1.10B total parsed USD across disclosed rows), the median disclosed amount is $47.0M (range: $30.0M to $79.5M).

Which private-market strategies appear in Andrew W. Mellon Foundation's public disclosures?

Andrew W. Mellon Foundation has disclosed records across Buyout, Real Estate, Private Credit, Private Equity, Venture Capital. Open preview records include Oak Hill Advisors Strategic Credit Fund IV, L.P. (2024 Vintage), Blackstone REP X (2023 Vintage), Blackstone REP IX (2023 Vintage), Blackstone REP VII (2023 Vintage).

How are Andrew W. Mellon Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Andrew W. Mellon Foundation cite primary public disclosures (TY2025 IRS Form 990-PF (Investments Schedule)), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Andrew W. Mellon Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/andrew-w-mellon-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Andrew W. Mellon Foundation?

In Prilago's bilateral commitment graph, Andrew W. Mellon Foundation shares resolved underlying fund vehicles with 703 institutional LPs across 22 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Brandes Investment Partners (10 shared vehicles, e.g. Blackstone REP X (2023 Vintage)), Financière Agache (Arnault Family Holding) (10 shared vehicles, e.g. Blackstone REP IX (2023 Vintage)), Dow Inc. Employees' Retirement Plan Trust (10 shared vehicles, e.g. Blackstone REP VII (2023 Vintage)).

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