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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Missoula, MT

Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust

$3.5B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($338.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Infrastructure, Real Estate, Real Assets, Venture Capital (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$338.6M
Total AUM: $3.5B
Median Holding / Carrying Value
$16.2M
Range: $13.0M – $24.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Ilex Onshore Fund LP Multi-Strategy 2024
$20.2M
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)
Industry Ventures, L.P. Secondaries 2024
$19.2M
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)
IPI Data Center Partners Fund III, L.P. Real Assets 2024
$17.8M
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)
ISQ Growth Markets Infrastructure Fund II Infrastructure 2024
$17.2M
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)
Industry Ventures Secondary X, L.P. Venture Capital 2024
$16.2M
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 — Bitterroot DuPage Valley Harrington 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

Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust (Private Foundation, $3.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $63.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $3.5B total assets). Gatekeeper / Intake Conduit: StepStone Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust

793 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust (20 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 8 Shared Vehicles

Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool

Healthcare / Hospital System Brattleboro, VT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ilex Onshore Fund LP (2024 Vintage)
Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust: $20.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool: $44.2M · IRS Form 990 Sched D

Additional shared vehicles: Industry Ventures, L.P. (2024 Vintage) · IPI Data Center Partners Fund III, L.P. (2024 Vintage)

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

Universities Superannuation Scheme (USS UK)

Public Pension Plan London / Liverpool, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Industry Ventures, L.P. (2024 Vintage)
Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust: $19.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Universities Superannuation Scheme (USS UK): $102.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ilex Onshore Fund LP (2024 Vintage) · IPI Data Center Partners Fund III, L.P. (2024 Vintage)

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

Highland Park Cheyenne Mountain Abernathy Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IPI Data Center Partners Fund III, L.P. (2024 Vintage)
Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust: $17.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Highland Park Cheyenne Mountain Abernathy Institutional Outsourced CIO & Wealth Advisory: $66.5M · SEC Form ADV 7.B

Additional shared vehicles: Ilex Onshore Fund LP (2024 Vintage) · Industry Ventures, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+790 Additional Institutional LPs Report Shared Vehicles with Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (793 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 Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust

Private Credit LPs →Infrastructure LPs →Real Estate LPs →Real Assets LPs →Venture Capital LPs →

Frequently Asked Questions: Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Missoula, MT). Across 20 historical disclosure records tracked on Prilago ($338.6M total parsed USD across disclosed rows), the median disclosed amount is $16.2M (range: $13.0M to $24.5M).

Which private-market strategies appear in Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust's public disclosures?

Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Infrastructure, Real Estate, Real Assets, Venture Capital. Open preview records include Ilex Onshore Fund LP (2024 Vintage), Industry Ventures, L.P. (2024 Vintage), IPI Data Center Partners Fund III, L.P. (2024 Vintage), ISQ Growth Markets Infrastructure Fund II (2024 Vintage).

How are Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Bitterroot DuPage Valley Harrington 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 Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bitterroot-dupage-valley-harrington-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 Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Bitterroot DuPage Valley Harrington Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 793 institutional LPs across 20 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 Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool (8 shared vehicles, e.g. Ilex Onshore Fund LP (2024 Vintage)), Universities Superannuation Scheme (USS UK) (8 shared vehicles, e.g. Industry Ventures, L.P. (2024 Vintage)), Highland Park Cheyenne Mountain Abernathy Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. IPI Data Center Partners Fund III, L.P. (2024 Vintage)).

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