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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Los Altos, CA HQ: Los Altos, CA

Beavers Charitable Trust

$0.0B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($55.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Private Equity, Growth Equity (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
$55.8M
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 — Beavers Charitable Trust

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
PSG Europe II, L.P. Growth Equity 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)
VPC Asset Backed Opportunistic Credit Fund II, L.P. Private Credit 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)
Oaktree Real Estate Opportunities Fund IX, L.P. Real Estate 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)
Coller International Partners IX, L.P. Secondaries 2024
$2.8M
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)
Tribeca Access Fund II, LP Buyout 2023
$4.5M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Beavers Charitable Trust

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

Allocation-Policy / Pacing Update

Beavers Charitable Trust (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.8% Actual; $0.5M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 95-3605104) verified $0.04B endowment (~$2M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Investure.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Beavers Charitable Trust

664 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Beavers Charitable Trust (15 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 4 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coller International Partners IX (2025 Vintage)
Beavers Charitable Trust: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New York State Common Retirement Fund: $200.0M · CAFR / Board Packet (2022 ACFR p.123)

Additional shared vehicles: Tribeca Access Fund II, LP (2023 Vintage) · Bain Capital Double Impact Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Aspiriant

Family Office / MFO Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PSG Europe II (2023 Vintage)
Beavers Charitable Trust: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Aspiriant: $89.2M · SEC Form ADV 7.B

Additional shared vehicles: Triangle Investment Opportunities, L.P. (2023 Vintage) · Golub Capital Partners 14 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Ashford Capital Management

OCIO / Wealth RIA Wilmington, DE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2025 Vintage)
Beavers Charitable Trust: $3.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Ashford Capital Management: $5.3M · SEC Form ADV 7.B

Additional shared vehicles: PSG Europe II (2023 Vintage) · Golub Capital Partners 14 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+661 Additional Institutional LPs Report Shared Vehicles with Beavers Charitable Trust

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

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You are viewing 5 open public preview records (out of 15 total tracked records for Beavers Charitable Trust) 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 (664 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 Beavers Charitable Trust

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

Frequently Asked Questions: Beavers Charitable Trust

What type of institutional allocator is Beavers Charitable Trust and what is their typical disclosed ticket size?

Beavers Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Los Altos, CA; Headquarters: Los Altos, CA). Across 15 historical disclosure records tracked on Prilago ($55.8M 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 Beavers Charitable Trust's public disclosures?

Beavers Charitable Trust has disclosed records across Buyout, Private Credit, Venture Capital, Private Equity, Growth Equity. Open preview records include PSG Europe II, L.P. (2025 Vintage), VPC Asset Backed Opportunistic Credit Fund II, L.P. (2025 Vintage), Oaktree Real Estate Opportunities Fund IX, L.P. (2025 Vintage), Coller International Partners IX, L.P. (2024 Vintage).

How are Beavers Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Beavers Charitable Trust 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 Beavers Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/beavers-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 Beavers Charitable Trust?

In Prilago's bilateral commitment graph, Beavers Charitable Trust shares resolved underlying fund vehicles with 664 institutional LPs across 15 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 New York State Common Retirement Fund (4 shared vehicles, e.g. Coller International Partners IX (2025 Vintage)), Aspiriant (4 shared vehicles, e.g. PSG Europe II (2023 Vintage)), Ashford Capital Management (4 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2025 Vintage)).

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