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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Lexington, KY

Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust

$1.8B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($229.1M parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Buyout, Real Estate, Private Credit, Distressed / Special Situations (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$229.1M
Total AUM: $1.8B
Median Holding / Carrying Value
$14.0M
Range: $9.1M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
AlpInvest Secondaries Program VIII Secondaries 2025
$18.0M
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)
Transwestern Strategic Partners Fund IV, LP Secondaries 2025
$14.5M
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)
Trident X, L.P. Buyout 2025
$14.2M
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)
Transwestern Strategic Partners Fund III, LP Secondaries 2025
$10.8M
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)
Trident X LP Buyout 2025
$10.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Bluegrass Chicopee Pendleton 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

Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust (Lexington, KY) committed $14.2M to Trident X, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($50.0M allocation gap toward a 21.0% target, advised by NEPC).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-20

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust

584 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust (16 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

Allegheny Valley Comal Sandberg Permanent Endowment & Fiduciary Trust

Institutional Trust Pittsburgh, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Secondaries Program VIII (2025 Vintage)
Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Allegheny Valley Comal Sandberg Permanent Endowment & Fiduciary Trust: $14.0M · IRS Form 990 Sched D

Additional shared vehicles: HarbourVest Dover Street XI (2025 Vintage) · Transwestern Strategic Partners Fund IV, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Transwestern Strategic Partners Fund IV, LP (2025 Vintage)
Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust: $14.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Michigan SMRS: $63.0M · CAFR / Board Packet (October-2025-SMIB-Report, p.46)

Additional shared vehicles: AlpInvest Secondaries Program VIII (2025 Vintage) · Transwestern Strategic Partners Fund III, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Ausable Hudson Valley Sheffield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Dover Street XI (2025 Vintage)
Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Ausable Hudson Valley Sheffield Private Markets Primary & GP Seeder Fund-of-Funds: $20.0M · SEC Form ADV 7.B

Additional shared vehicles: AlpInvest Secondaries Program VIII (2025 Vintage) · Harrison Street Real Estate Partners IX (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+581 Additional Institutional LPs Report Shared Vehicles with Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (584 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust

Secondaries LPs →Buyout LPs →Real Estate LPs →Private Credit LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Lexington, KY). Across 17 historical disclosure records tracked on Prilago ($229.1M 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 Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust's public disclosures?

Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust has disclosed records across Secondaries, Buyout, Real Estate, Private Credit, Distressed / Special Situations. Open preview records include AlpInvest Secondaries Program VIII (2025 Vintage), Transwestern Strategic Partners Fund IV, LP (2025 Vintage), Trident X, L.P. (2025 Vintage), Transwestern Strategic Partners Fund III, LP (2025 Vintage).

How are Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Bluegrass Chicopee Pendleton 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 Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bluegrass-chicopee-pendleton-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 Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Bluegrass Chicopee Pendleton Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 584 institutional LPs across 16 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 Allegheny Valley Comal Sandberg Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. AlpInvest Secondaries Program VIII (2025 Vintage)), Michigan SMRS (6 shared vehicles, e.g. Transwestern Strategic Partners Fund IV, LP (2025 Vintage)), Ausable Hudson Valley Sheffield Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. HarbourVest Dover Street XI (2025 Vintage)).

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