Skip to main content
Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Massachusetts / New England HQ: Lewiston, ME

Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

$3.1B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($351.0M parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Buyout, Private Credit, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$351.0M
Total AUM: $3.1B
Median Holding / Carrying Value
$16.0M
Range: $13.0M – $23.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Ares Senior Direct Lending Fund III Private Credit 2024
$18.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Blue Owl Strategic Equity Fund VI Secondaries 2023
$19.8M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Blue Owl Strategic Equity Fund IV Secondaries 2023
$14.8M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Blue Owl Strategic Partners Fund IX Secondaries 2023
$14.2M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
ICONIQ Strategic Partners VII Growth Equity 2023
$16.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

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

Allocation-Policy / Pacing Update

Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust (Private Foundation, $3.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.0% Actual; $93.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.0% actual on $3.1B total assets). Gatekeeper / Intake Conduit: Hamilton Lane.

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

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

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

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

722 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust (20 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

Gallatin Valley Fredericksburg Carrington Regional Health System Master Investment Pool

Healthcare / Hospital System Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2024 Vintage)
Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Gallatin Valley Fredericksburg Carrington Regional Health System Master Investment Pool: $25.0M · IRS Form 990 Sched D

Additional shared vehicles: Index Ventures Growth VI (2024 Vintage) · ICONIQ Strategic Partners VII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Front Range Breckenridge Alderwood Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Boulder, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2024 Vintage)
Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Front Range Breckenridge Alderwood Private Markets Primary & GP Seeder Fund-of-Funds: $28.0M · SEC Form ADV 7.B

Additional shared vehicles: ICONIQ Strategic Partners VII (2024 Vintage) · Bessemer Venture Partners XII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Hoosac Brookline Livingston Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICONIQ Strategic Partners VII (2024 Vintage)
Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Hoosac Brookline Livingston Private Markets Primary & GP Seeder Fund-of-Funds: $51.0M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2024 Vintage) · Index Ventures Growth VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+719 Additional Institutional LPs Report Shared Vehicles with Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (722 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust and our interactive GP workspace.

Strategies Disclosed by Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

Secondaries LPs →Buyout LPs →Private Credit LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Lewiston, ME). Across 21 historical disclosure records tracked on Prilago ($351.0M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $23.9M).

Which private-market strategies appear in Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust's public disclosures?

Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust has disclosed records across Secondaries, Buyout, Private Credit, Venture Capital, Growth Equity. Open preview records include Ares Senior Direct Lending Fund III (2024 Vintage), Blue Owl Strategic Equity Fund VI (2023 Vintage), Blue Owl Strategic Equity Fund IV (2023 Vintage), Blue Owl Strategic Partners Fund IX (2023 Vintage).

How are Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust cite primary public disclosures (TY2026 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 Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/androscoggin-coosa-valley-bergstrom-philanthropic-foundation-and-charitable-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Androscoggin Coosa Valley Bergstrom Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 722 institutional LPs across 20 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 Gallatin Valley Fredericksburg Carrington Regional Health System Master Investment Pool (10 shared vehicles, e.g. Ares Senior Direct Lending III (2024 Vintage)), Front Range Breckenridge Alderwood Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Index Ventures Growth VI (2024 Vintage)), Hoosac Brookline Livingston Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. ICONIQ Strategic Partners VII (2024 Vintage)).

Related Private Foundation & Massachusetts / New England Institutional LPs

Vermont Pension Investment Commission (VPIC) (446)Massachusetts PRIM (400)Connecticut Retirement (398)Rhode Island ERSRI (392)Maine PERS (328)Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (32)Duxbury Greenbrier Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (32)NEPC (32)Panagora Asset Management (32)Portfolio Advisors (FS Investments) (32)