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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Rockville, MD HQ: Rockville, MD

Berman Charitable Trust

$0.0B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($47.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Venture Capital, Direct Lending (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
$47.3M
Total AUM: $0.0B
Median Holding / Carrying Value
$3.3M
Range: $2.8M – $6.0M
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 — Berman 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
Fifth Avenue Private Equity XIII, L.P. Private Equity 2025
$3.5M
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)
Carlyle Credit Opportunities Fund VII Private Credit 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)
Onex Partners VI, 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)
Monroe Capital Private Credit Fund V, L.P. Private Credit 2024
$3.3M
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)
Ares Senior Direct Lending Fund III, L.P. Direct Lending 2024
$3.1M
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 — Berman Charitable Trust

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

Allocation-Policy / Pacing Update

Berman Charitable Trust (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 18.6% Actual; $-0.2M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 94-2940733) 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: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 — Berman Charitable Trust

665 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Berman 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 5 Shared Vehicles

Balentine

Family Office / MFO Atlanta, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Monroe Capital Private Credit Fund V (2025 Vintage)
Berman Charitable Trust: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Balentine: $25.8M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Onex Partners VI, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Altair Advisers

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Berman Charitable Trust: $3.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Altair Advisers: $10.0M · SEC Form ADV 7.B

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · Onex Partners VI, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Aah Charitable Trust

Private Foundation North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Onex Partners VI, L.P. (2024 Vintage)
Berman Charitable Trust: $3.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Aah Charitable Trust: $2.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · Ares Senior Direct Lending III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+662 Additional Institutional LPs Report Shared Vehicles with Berman Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Berman Charitable Trust

You are viewing 5 open public preview records (out of 13 total tracked records for Berman 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 (665 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 Berman Charitable Trust

Buyout LPs →Private Equity LPs →Private Credit LPs →Venture Capital LPs →Direct Lending LPs →

Frequently Asked Questions: Berman Charitable Trust

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

Berman Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Rockville, MD; Headquarters: Rockville, MD). Across 13 historical disclosure records tracked on Prilago ($47.3M 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 Berman Charitable Trust's public disclosures?

Berman Charitable Trust has disclosed records across Buyout, Private Equity, Private Credit, Venture Capital, Direct Lending. Open preview records include Fifth Avenue Private Equity XIII, L.P. (2025 Vintage), Carlyle Credit Opportunities Fund VII (2025 Vintage), Onex Partners VI, L.P. (2025 Vintage), Monroe Capital Private Credit Fund V, L.P. (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Berman Charitable Trust shares resolved underlying fund vehicles with 665 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 Balentine (5 shared vehicles, e.g. Monroe Capital Private Credit Fund V (2025 Vintage)), Altair Advisers (5 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), Aah Charitable Trust (5 shared vehicles, e.g. Onex Partners VI, L.P. (2024 Vintage)).

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