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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Pittsfield, MA HQ: Pittsfield, MA

Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust

$2.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($328.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Multi-Strategy, Private Equity, Real Estate, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$328.1M
Total AUM: $2.6B
Median Holding / Carrying Value
$16.0M
Range: $12.5M – $19.1M
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 — Berkshire Hills Holston Sinclair 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
FSN Capital IV Private Equity 2025
$18.8M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
FSN Capital V Private Equity 2025
$17.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Farallon Capital Institutional Partners VI LP Multi-Strategy 2024
$17.0M
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)
Fairfield Multifamily Value Fund IV Real Estate 2024
$17.0M
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)
Fairfield US Multifamily Value-Add Fund IV Real Estate 2024
$16.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Berkshire Hills Holston Sinclair 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

Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust (Private Foundation, $2.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% 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 20.0% vs 18.2% actual on $2.6B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 — Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust

603 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust (21 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 9 Shared Vehicles

Exor N.V. (Agnelli Family Holding)

Family Office / MFO Amsterdam, Netherlands
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FSN Capital IV (2025 Vintage)
Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust: $18.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Exor N.V. (Agnelli Family Holding): $111.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: FSN Capital V (2025 Vintage) · Farallon Capital Institutional Partners VI LP (2024 Vintage)

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

Bennington Chickamauga Bellingham Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Bennington, VT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sycamore Partners IV (2024 Vintage)
Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Bennington Chickamauga Bellingham Industrial Consolidated Master Retirement Trust: $33.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Arcline Capital Partners III (2023 Vintage) · KPS Special Situations VI (2023 Vintage)

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

Deep Creek Borger Sheffield Permanent Endowment & Fiduciary Trust

Institutional Trust Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FSN Capital V (2025 Vintage)
Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Deep Creek Borger Sheffield Permanent Endowment & Fiduciary Trust: $16.5M · IRS Form 990 Sched D

Additional shared vehicles: FSN Capital IV (2025 Vintage) · Farallon Capital Institutional Partners VI LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+600 Additional Institutional LPs Report Shared Vehicles with Berkshire Hills Holston Sinclair Philanthropic Foundation & 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

Request Pilot Access to Full Workspace Data for Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Berkshire Hills Holston Sinclair 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 (603 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 Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust

Buyout LPs →Multi-Strategy LPs →Private Equity LPs →Real Estate LPs →Private Credit LPs →

Frequently Asked Questions: Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Pittsfield, MA; Headquarters: Pittsfield, MA). Across 21 historical disclosure records tracked on Prilago ($328.1M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $12.5M to $19.1M).

Which private-market strategies appear in Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust's public disclosures?

Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Multi-Strategy, Private Equity, Real Estate, Private Credit. Open preview records include FSN Capital IV (2025 Vintage), FSN Capital V (2025 Vintage), Farallon Capital Institutional Partners VI LP (2024 Vintage), Fairfield Multifamily Value Fund IV (2024 Vintage).

How are Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Berkshire Hills Holston Sinclair 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 Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/berkshire-hills-holston-sinclair-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 Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Berkshire Hills Holston Sinclair Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 603 institutional LPs across 21 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 Exor N.V. (Agnelli Family Holding) (9 shared vehicles, e.g. FSN Capital IV (2025 Vintage)), Bennington Chickamauga Bellingham Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Sycamore Partners IV (2024 Vintage)), Deep Creek Borger Sheffield Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. FSN Capital V (2025 Vintage)).

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