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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Massachusetts / New England HQ: Gloucester, MA

Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

$5.3B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($286.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Growth Equity, Venture Capital, Secondaries (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$286.5M
Total AUM: $5.3B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $40.0M
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 — Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

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
Oaktree Real Estate Opportunities Fund IX, L.P. Real Estate 2025
$29.6M
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)
Providence Strategic Partners Europe II, LP Secondaries 2025
$26.1M
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)
ICONIQ Strategic Partners VII Growth Equity 2025
$18.0M
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)
Bessemer Venture Partners XII Venture Capital 2023
$16.0M
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)
Sixth Street Growth IV Growth Equity 2023
$14.0M
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 — Cape Ann Chicopee Bergstrom 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

Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust (Gloucester, MA) committed $29.6M to Oaktree Real Estate Opportunities Fund IX, L.P. (Real Estate sleeve) under its 2025 private markets pacing program ($95.4M allocation gap toward a 20.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-14

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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 — Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

590 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust (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 6 Shared Vehicles

Balikpapan Nusantara Indonesia Briarcliff Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2025 Vintage)
Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust: $29.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Balikpapan Nusantara Indonesia Briarcliff Sovereign Strategic Investment Fund: $62.4M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Iconiq Strategic Partners VII (2025 Vintage) · Index Ventures Growth VI (2025 Vintage)

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

Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account

Insurance Company Tallahassee, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Iconiq Strategic Partners VII (2025 Vintage)
Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account: $97.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Index Ventures Growth VI (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

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

Chautauqua Gila Valley Hawthorne University Foundation & Endowment Pool

University Endowment New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2025 Vintage)
Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chautauqua Gila Valley Hawthorne University Foundation & Endowment Pool: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: Iconiq Strategic Partners VII (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+587 Additional Institutional LPs Report Shared Vehicles with Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 13 total tracked records for Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust) 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 (590 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 Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

Buyout LPs →Real Estate LPs →Growth Equity LPs →Venture Capital LPs →Secondaries LPs →

Frequently Asked Questions: Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

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

Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Gloucester, MA). Across 13 historical disclosure records tracked on Prilago ($286.5M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $40.0M).

Which private-market strategies appear in Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust's public disclosures?

Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Real Estate, Growth Equity, Venture Capital, Secondaries. Open preview records include Oaktree Real Estate Opportunities Fund IX, L.P. (2025 Vintage), Providence Strategic Partners Europe II, LP (2025 Vintage), ICONIQ Strategic Partners VII (2025 Vintage), Bessemer Venture Partners XII (2023 Vintage).

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

Records for Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust 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 Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cape-ann-chicopee-bergstrom-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 Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 590 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 Balikpapan Nusantara Indonesia Briarcliff Sovereign Strategic Investment Fund (6 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2025 Vintage)), Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Iconiq Strategic Partners VII (2025 Vintage)), Chautauqua Gila Valley Hawthorne University Foundation & Endowment Pool (5 shared vehicles, e.g. Index Ventures Growth VI (2025 Vintage)).

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