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

Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust

$5.4B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($509.8M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Infrastructure, Natural Resources, Energy Transition (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$509.8M
Total AUM: $5.4B
Median Holding / Carrying Value
$23.8M
Range: $13.0M – $40.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Sixth Street TAO Global Private Credit 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)
HPS Specialty Loan Fund VI Private Credit 2024
$15.0M
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)
Blue Owl Opportunistic Lending Fund Private Credit 2024
$13.0M
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)
Encap Energy Transition Fund II Infrastructure 2023
$33.2M
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)
Energy Capital Partners VI Infrastructure 2023
$30.8M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Briarcliff Cuyahoga Valley Whitmore 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

Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust (Private Foundation, $5.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 18.3% Actual; $118.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$53M–$101M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.5% vs 18.3% actual on $5.4B total assets). Gatekeeper / Intake Conduit: Wilshire Advisors.

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 — Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust

563 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Briarcliff Cuyahoga Valley Whitmore 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 7 Shared Vehicles

Coos Bay Flathead Valley Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EnCap Energy Capital Fund XIII (2025 Vintage)
Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust: $28.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Coos Bay Flathead Valley Goldstein Institutional Outsourced CIO & Wealth Advisory: $63.0M · SEC Form ADV 7.B

Additional shared vehicles: EnCap Energy Transition Fund II (2024 Vintage) · Endeavour Capital Fund, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Wyoming State Loan and Investment Board (Permanent Wyoming Mineral Trust Fund)

Institutional Trust Cheyenne, WY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EnCap Energy Transition Fund II (2024 Vintage)
Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust: $33.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Wyoming State Loan and Investment Board (Permanent Wyoming Mineral Trust Fund): $35.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EnCap Energy Capital Fund XIII (2025 Vintage) · Endeavour Capital Fund, LP (2023 Vintage)

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

Santiago de Compostela Galicia XesGalicia Sovereign Investment Fund Haverford Sovereign Strategic Investment Fund

Sovereign Wealth Fund Latin America & Emerging Markets
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Energy Capital Partners VI (2024 Vintage)
Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust: $30.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Santiago de Compostela Galicia XesGalicia Sovereign Investment Fund Haverford Sovereign Strategic Investment Fund: $38.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EnCap Energy Transition Fund II (2024 Vintage) · Endeavour Capital Fund, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+560 Additional Institutional LPs Report Shared Vehicles with Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (563 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 Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust

Private Credit LPs →Buyout LPs →Infrastructure LPs →Natural Resources LPs →Energy Transition LPs →

Frequently Asked Questions: Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Ossining, NY; Headquarters: Ossining, NY). Across 22 historical disclosure records tracked on Prilago ($509.8M total parsed USD across disclosed rows), the median disclosed amount is $23.8M (range: $13.0M to $40.7M).

Which private-market strategies appear in Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust's public disclosures?

Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Buyout, Infrastructure, Natural Resources, Energy Transition. Open preview records include Sixth Street TAO Global (2024 Vintage), HPS Specialty Loan Fund VI (2024 Vintage), Blue Owl Opportunistic Lending Fund (2024 Vintage), Encap Energy Transition Fund II (2023 Vintage).

How are Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Briarcliff Cuyahoga Valley Whitmore 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 Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/briarcliff-cuyahoga-valley-whitmore-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 Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Briarcliff Cuyahoga Valley Whitmore Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 563 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 Coos Bay Flathead Valley Goldstein Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. EnCap Energy Capital Fund XIII (2025 Vintage)), Wyoming State Loan and Investment Board (Permanent Wyoming Mineral Trust Fund) (7 shared vehicles, e.g. EnCap Energy Transition Fund II (2024 Vintage)), Santiago de Compostela Galicia XesGalicia Sovereign Investment Fund Haverford Sovereign Strategic Investment Fund (6 shared vehicles, e.g. Energy Capital Partners VI (2024 Vintage)).

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