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

Cal Poly Pomona Philanthropic Foundation

$0.3B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($87.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Assets, Energy Transition, Private Credit, 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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$87.0M
Total AUM: $0.3B
Median Holding / Carrying Value
$5.5M
Range: $4.0M – $10.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Cal Poly Pomona Philanthropic Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Airbus Ventures Fund IV, L.P. Buyout 2025
$6.3M
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)
InfraVia Fund VI Real Assets 2025
$5.9M
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
$5.5M
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)
Brookfield Global Transition Fund II, L.P. Energy Transition 2025
$4.7M
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)
Acrew Capital Fund III, L.P. Buyout 2024
$5.2M
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 — Cal Poly Pomona Philanthropic Foundation

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

Allocation-Policy / Pacing Update

Cal Poly Pomona Philanthropic Foundation (Private Foundation, $0.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $5.2M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 83-2300241) verified $0.29B endowment (~$15M statutory 5% annual grant payout); ~$13M 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 2025-02-24

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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 — Cal Poly Pomona Philanthropic Foundation

646 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cal Poly Pomona Philanthropic Foundation (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 3 Shared Vehicles

Capistrano Hohokam Remington Regional Health System Master Investment Pool

Healthcare / Hospital System North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2025 Vintage)
Cal Poly Pomona Philanthropic Foundation: $5.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Capistrano Hohokam Remington Regional Health System Master Investment Pool: $32.0M · IRS Form 990 Sched D

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Starwood Capital Real Estate Fund XII (2020 Vintage)

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

PepsiCo Employees Retirement Plan Master Trust

Corporate Pension Plan Purchase, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Airbus Ventures Fund IV, L.P. (2024 Vintage)
Cal Poly Pomona Philanthropic Foundation: $6.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
PepsiCo Employees Retirement Plan Master Trust: $20.0M · SEC EDGAR Filing

Additional shared vehicles: Bridgepoint Europe VII (2025 Vintage) · Acrew Capital Fund III, L.P. (2024 Vintage)

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

GCM Grosvenor Elevate & Emerging Manager FoF

Fund of Funds / Seeder Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
The Vistria Fund V (2023 Vintage)
Cal Poly Pomona Philanthropic Foundation: $10.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
GCM Grosvenor Elevate & Emerging Manager FoF: $30.0M · SEC Form ADV 7.B

Additional shared vehicles: Initialized Capital VI (2023 Vintage) · NOVA Infrastructure Fund I L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+643 Additional Institutional LPs Report Shared Vehicles with Cal Poly Pomona Philanthropic Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cal Poly Pomona Philanthropic Foundation

You are viewing 5 open public preview records (out of 14 total tracked records for Cal Poly Pomona Philanthropic Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (646 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 Cal Poly Pomona Philanthropic Foundation

Buyout LPs →Real Assets LPs →Energy Transition LPs →Private Credit LPs →Venture Capital LPs →

Frequently Asked Questions: Cal Poly Pomona Philanthropic Foundation

What type of institutional allocator is Cal Poly Pomona Philanthropic Foundation and what is their typical disclosed ticket size?

Cal Poly Pomona Philanthropic Foundation is categorized under Private Foundation (Regional Roadshow Hub: Pomona, CA; Headquarters: Pomona, CA). Across 14 historical disclosure records tracked on Prilago ($87.0M total parsed USD across disclosed rows), the median disclosed amount is $5.5M (range: $4.0M to $10.0M).

Which private-market strategies appear in Cal Poly Pomona Philanthropic Foundation's public disclosures?

Cal Poly Pomona Philanthropic Foundation has disclosed records across Buyout, Real Assets, Energy Transition, Private Credit, Venture Capital. Open preview records include Airbus Ventures Fund IV, L.P. (2025 Vintage), InfraVia Fund VI (2025 Vintage), Bridgepoint Europe VII, L.P. (2025 Vintage), Brookfield Global Transition Fund II, L.P. (2025 Vintage).

How are Cal Poly Pomona Philanthropic Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Cal Poly Pomona Philanthropic 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 Cal Poly Pomona Philanthropic Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cal-poly-pomona-philanthropic-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 Cal Poly Pomona Philanthropic Foundation?

In Prilago's bilateral commitment graph, Cal Poly Pomona Philanthropic Foundation shares resolved underlying fund vehicles with 646 institutional LPs across 14 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 Capistrano Hohokam Remington Regional Health System Master Investment Pool (3 shared vehicles, e.g. Bridgepoint Europe VII (2025 Vintage)), PepsiCo Employees Retirement Plan Master Trust (3 shared vehicles, e.g. Airbus Ventures Fund IV, L.P. (2024 Vintage)), GCM Grosvenor Elevate & Emerging Manager FoF (3 shared vehicles, e.g. The Vistria Fund V (2023 Vintage)).

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