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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Oklahoma City, OK HQ: Oklahoma City, OK

Butterfield Memorial Foundation

$0.2B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($39.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Energy Transition, Natural Resources (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
13
5 Open Source Trails Below
Sum of Disclosed Rows
$39.4M
Total AUM: $0.2B
Median Holding / Carrying Value
$2.8M
Range: $2.3M – $5.0M
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 — Butterfield Memorial Foundation

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
Brookfield Global Transition Fund II, L.P. Energy Transition 2025
$3.0M
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)
Golub Capital Partners 15, L.P. Private Credit 2025
$2.8M
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)
Bridgepoint Europe VII, L.P. Buyout 2025
$2.6M
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)
NGP Energy Capital Fund XIII Natural Resources 2025
$2.3M
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)
Bessemer Venture Partners XII, L.P. Venture Capital 2025
$2.3M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Butterfield Memorial Foundation

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

Allocation-Policy / Pacing Update

Butterfield Memorial Foundation (Private Foundation, $0.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.6% Actual; $3.8M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 73-1448149) verified $0.16B endowment (~$8M statutory 5% annual grant payout); ~$7M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Partners Capital.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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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 — Butterfield Memorial Foundation

635 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Butterfield Memorial Foundation (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

Annie E. Casey Foundation

Private Foundation Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Global Transition Fund II (2025 Vintage)
Butterfield Memorial Foundation: $3.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Annie E. Casey Foundation: $27.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Golub Capital Partners 15 (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

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

Bucknell University Endowment

University Endowment Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Golub Capital Partners 15 (2025 Vintage)
Butterfield Memorial Foundation: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Bucknell University Endowment: $11.8M · IRS Form 990 Sched D

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Bridgepoint Europe VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Border to Coast Pensions Partnership (UK LGPS)

Public Pension Plan Leeds, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2025 Vintage)
Butterfield Memorial Foundation: $2.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Border to Coast Pensions Partnership (UK LGPS): $245.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Golub Capital Partners 15 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+632 Additional Institutional LPs Report Shared Vehicles with Butterfield Memorial Foundation

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 Butterfield Memorial Foundation

You are viewing 5 open public preview records (out of 13 total tracked records for Butterfield Memorial Foundation) 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 (635 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 Butterfield Memorial Foundation

Buyout LPs →Venture Capital LPs →Private Credit LPs →Energy Transition LPs →Natural Resources LPs →

Frequently Asked Questions: Butterfield Memorial Foundation

What type of institutional allocator is Butterfield Memorial Foundation and what is their typical disclosed ticket size?

Butterfield Memorial Foundation is categorized under Private Foundation (Regional Roadshow Hub: Oklahoma City, OK; Headquarters: Oklahoma City, OK). Across 13 historical disclosure records tracked on Prilago ($39.4M total parsed USD across disclosed rows), the median disclosed amount is $2.8M (range: $2.3M to $5.0M).

Which private-market strategies appear in Butterfield Memorial Foundation's public disclosures?

Butterfield Memorial Foundation has disclosed records across Buyout, Venture Capital, Private Credit, Energy Transition, Natural Resources. Open preview records include Brookfield Global Transition Fund II, L.P. (2025 Vintage), Golub Capital Partners 15, L.P. (2025 Vintage), Bridgepoint Europe VII, L.P. (2025 Vintage), NGP Energy Capital Fund XIII (2025 Vintage).

How are Butterfield Memorial Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Butterfield Memorial Foundation 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 Butterfield Memorial Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/butterfield-memorial-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Butterfield Memorial Foundation?

In Prilago's bilateral commitment graph, Butterfield Memorial Foundation shares resolved underlying fund vehicles with 635 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 Annie E. Casey Foundation (5 shared vehicles, e.g. Brookfield Global Transition Fund II (2025 Vintage)), Bucknell University Endowment (5 shared vehicles, e.g. Golub Capital Partners 15 (2025 Vintage)), Border to Coast Pensions Partnership (UK LGPS) (4 shared vehicles, e.g. Bridgepoint Europe VII (2025 Vintage)).

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