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

Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

$5.6B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($563.8M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Private Equity, 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$563.8M
Total AUM: $5.6B
Median Holding / Carrying Value
$23.8M
Range: $13.0M – $41.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Mesirow Private Equity Fund IX Buyout 2024
$18.0M
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)
Churchill Middle Market Senior Loan Fund V Private Credit 2024
$14.0M
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)
Hark Capital III Private Equity 2023
$32.2M
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)
Fortress Credit Opportunities Fund VI Private Credit 2023
$15.0M
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)
Antares Senior Loan Fund II Private Credit 2023
$13.0M
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 — Canandaigua Harbor Springs Goldstein 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

Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust (Private Foundation, $5.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.8% Actual; $123.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$55M–$105M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.0% vs 17.8% actual on $5.6B total assets). Gatekeeper / Intake Conduit: WTW (Willis Towers Watson).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

398 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust (23 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 14 Shared Vehicles

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Eau Claire, WI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Fund XII (2022 Vintage)
Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust: $41.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $72.8M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Trust XI (2022 Vintage) · Starwood Property Trust Global VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Kaiser Foundation Hospitals & Health Plan Investments

Healthcare / Hospital System Oakland, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust XI (2022 Vintage)
Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust: $25.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Kaiser Foundation Hospitals & Health Plan Investments: $130.5M · IRS Form 990 Sched D

Additional shared vehicles: Starwood Property Fund XII (2022 Vintage) · Starwood Property Trust Global VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Tfo Wealth Partners

Family Office / MFO Maumee, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust Global VIII (2022 Vintage)
Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Tfo Wealth Partners: $34.0M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Fund XII (2022 Vintage) · Starwood Property Trust XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+395 Additional Institutional LPs Report Shared Vehicles with Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (398 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 Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

Real Estate LPs →Private Credit LPs →Buyout LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Rochester, NY; Headquarters: Rochester, NY). Across 24 historical disclosure records tracked on Prilago ($563.8M total parsed USD across disclosed rows), the median disclosed amount is $23.8M (range: $13.0M to $41.2M).

Which private-market strategies appear in Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust's public disclosures?

Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust has disclosed records across Real Estate, Private Credit, Buyout, Private Equity, Venture Capital. Open preview records include Mesirow Private Equity Fund IX (2024 Vintage), Churchill Middle Market Senior Loan Fund V (2024 Vintage), Hark Capital III (2023 Vintage), Fortress Credit Opportunities Fund VI (2023 Vintage).

How are Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Canandaigua Harbor Springs Goldstein 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 Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/canandaigua-harbor-springs-goldstein-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 Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 398 institutional LPs across 23 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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (14 shared vehicles, e.g. Starwood Property Fund XII (2022 Vintage)), Kaiser Foundation Hospitals & Health Plan Investments (12 shared vehicles, e.g. Starwood Property Trust XI (2022 Vintage)), Tfo Wealth Partners (10 shared vehicles, e.g. Starwood Property Trust Global VIII (2022 Vintage)).

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