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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Knoxville, TN

Bailey Family Foundation

$0.0B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($56.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Private Credit, Energy Transition (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$56.8M
Total AUM: $0.0B
Median Holding / Carrying Value
$3.3M
Range: $2.8M – $6.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Bailey Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Brookfield Global Transition Fund II, L.P. Energy Transition 2025
$3.8M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Golub Capital Partners 15, L.P. Private Credit 2025
$3.6M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Bessemer Venture Partners XII, L.P. Venture Capital 2025
$3.3M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Bridgepoint Europe VII, L.P. Buyout 2025
$3.1M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Berkshire Fund XI, L.P. Buyout 2025
$2.8M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Bailey Family Foundation

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

Allocation-Policy / Pacing Update

Bailey Family Foundation (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 19.2% Actual; $0.8M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 62-1867424) verified $0.05B endowment (~$2M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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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 — Bailey Family Foundation

891 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bailey Family Foundation (13 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 6 Shared Vehicles

Anderson Hoagland &

Family Office / MFO St Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Global Transition Fund II (2025 Vintage)
Bailey Family Foundation: $3.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Anderson Hoagland &: $12.1M · SEC Form ADV 7.B

Additional shared vehicles: Golub Capital Partners 15 (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

BCIBOL-BC (BCI Bolsena Infrastructure Pooled Investment Fund)

Public Pension Plan Canada
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Golub Capital Partners 15 (2025 Vintage)
Bailey Family Foundation: $3.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
BCIBOL-BC (BCI Bolsena Infrastructure Pooled Investment Fund): $5.9M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

APKPOR-FL (Apopka Police Officers Relief Fund)

Public Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bessemer Venture Partners XII (2025 Vintage)
Bailey Family Foundation: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
APKPOR-FL (Apopka Police Officers Relief Fund): $2.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Golub Capital Partners 15 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+888 Additional Institutional LPs Report Shared Vehicles with Bailey Family Foundation

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Bailey Family Foundation

You are viewing 5 open public preview records (out of 15 total tracked records for Bailey Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (891 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 Bailey Family Foundation

Buyout LPs →Venture Capital LPs →Private Equity LPs →Private Credit LPs →Energy Transition LPs →

Frequently Asked Questions: Bailey Family Foundation

What type of institutional allocator is Bailey Family Foundation and what is their typical disclosed ticket size?

Bailey Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Knoxville, TN). Across 15 historical disclosure records tracked on Prilago ($56.8M total parsed USD across disclosed rows), the median disclosed amount is $3.3M (range: $2.8M to $6.0M).

Which private-market strategies appear in Bailey Family Foundation's public disclosures?

Bailey Family Foundation has disclosed records across Buyout, Venture Capital, Private Equity, Private Credit, Energy Transition. Open preview records include Brookfield Global Transition Fund II, L.P. (2025 Vintage), Golub Capital Partners 15, L.P. (2025 Vintage), Bessemer Venture Partners XII, L.P. (2025 Vintage), Bridgepoint Europe VII, L.P. (2025 Vintage).

How are Bailey Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Bailey Family 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 Bailey Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bailey-family-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 Bailey Family Foundation?

In Prilago's bilateral commitment graph, Bailey Family Foundation shares resolved underlying fund vehicles with 891 institutional LPs across 13 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 Anderson Hoagland & (6 shared vehicles, e.g. Brookfield Global Transition Fund II (2025 Vintage)), BCIBOL-BC (BCI Bolsena Infrastructure Pooled Investment Fund) (6 shared vehicles, e.g. Golub Capital Partners 15 (2025 Vintage)), APKPOR-FL (Apopka Police Officers Relief Fund) (6 shared vehicles, e.g. Bessemer Venture Partners XII (2025 Vintage)).

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