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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Massachusetts / New England HQ: Bennington, VT

Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust

$1.8B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($179.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Infrastructure, Growth Equity, Private Credit (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$179.9M
Total AUM: $1.8B
Median Holding / Carrying Value
$14.0M
Range: $9.1M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
American Securities Partners IX Buyout 2025
$18.0M
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)
Welsh Carson Anderson & Stowe XIV Buyout 2025
$17.0M
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)
GTCR Fund XIV Buyout 2025
$16.0M
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 2025
$10.3M
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)
Hg Genesis 10 Buyout 2023
$15.0M
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 — Bennington Clinches Caldwell 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

Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust (Private Foundation, $1.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 19.2% Actual; $50.0M 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 19.2% actual on $1.8B total assets). Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust

468 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust (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 10 Shared Vehicles

Bannockburn Escondido Southwell Mutual & Casualty Insurance General Account

Insurance Company Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Securities Partners IX (2025 Vintage)
Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Bannockburn Escondido Southwell Mutual & Casualty Insurance General Account: $126.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Welsh Carson Anderson & Stowe XIV (2025 Vintage) · GTCR XIV (2025 Vintage)

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

Belgrade Serbia Humboldt Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Welsh Carson Anderson & Stowe XIV (2025 Vintage)
Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Belgrade Serbia Humboldt Sovereign Strategic Investment Fund: $56.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: GTCR XIV (2025 Vintage) · Hg Genesis 10 (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GTCR XIV (2025 Vintage)
Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Michigan SMRS: $125.0M · CAFR / Board Packet (Michigan SMRS 2021 ACFR p.122)

Additional shared vehicles: Welsh Carson Anderson & Stowe XIV (2025 Vintage) · Coller International Partners IX (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+465 Additional Institutional LPs Report Shared Vehicles with Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 13 total tracked records for Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (468 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust

Buyout LPs →Secondaries LPs →Infrastructure LPs →Growth Equity LPs →Private Credit LPs →

Frequently Asked Questions: Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Bennington, VT). Across 13 historical disclosure records tracked on Prilago ($179.9M total parsed USD across disclosed rows), the median disclosed amount is $14.0M (range: $9.1M to $18.0M).

Which private-market strategies appear in Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust's public disclosures?

Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Secondaries, Infrastructure, Growth Equity, Private Credit. Open preview records include American Securities Partners IX (2025 Vintage), Welsh Carson Anderson & Stowe XIV (2025 Vintage), GTCR Fund XIV (2025 Vintage), Coller International Partners IX, L.P. (2025 Vintage).

How are Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Bennington Clinches Caldwell Philanthropic Foundation & 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 Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bennington-clinches-caldwell-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 Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Bennington Clinches Caldwell Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 468 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 Bannockburn Escondido Southwell Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. American Securities Partners IX (2025 Vintage)), Belgrade Serbia Humboldt Sovereign Strategic Investment Fund (9 shared vehicles, e.g. Welsh Carson Anderson & Stowe XIV (2025 Vintage)), Michigan SMRS (8 shared vehicles, e.g. GTCR XIV (2025 Vintage)).

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