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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Ohio / Indiana HQ: Chagrin Falls, OH

Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust

$1.7B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($190.7M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Secondaries, Infrastructure (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
$190.7M
Total AUM: $1.7B
Median Holding / Carrying Value
$14.0M
Range: $8.4M – $18.0M
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 — Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust

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
Blackstone Green Debt Fund III Private Credit 2025
$16.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
NexPhase Capital Fund V Buyout 2025
$14.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Blue Owl Beaufort II Private Credit 2025
$13.8M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Sixth Street Partners V Private Credit 2025
$16.0M
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)
Vista Equity Partners Fund VIII-A SCSpParallel Vehicle Buyout 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 — Chagrin Valley Allegheny Valley Waverly 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

Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust (Private Foundation, $1.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 17.9% Actual; $50.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.5% vs 17.9% actual on $1.7B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust

367 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust (14 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 3 Shared Vehicles

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vista Equity Partners VIII-A (2023 Vintage)
Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $63.0M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Real Estate Partners XII (2022 Vintage) · Davidson Kempner Long-Term Distressed Opportunities V (2021 Vintage)

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

Collier Hartland Northrop Mutual & Casualty Insurance General Account

Insurance Company Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Secondary Fund VIII (2021 Vintage)
Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Collier Hartland Northrop Mutual & Casualty Insurance General Account: $76.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Davidson Kempner Long-Term Distressed Opportunities V (2021 Vintage) · AlpInvest Partners Secondary Fund VIII (2021 Vintage)

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

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
RREEF Core Plus Industrial Fund (2017 Vintage)
Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust: $8.4M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Wisconsin Investment Board (SWIB): $50.0M (Holding / Fair Value) · CAFR / Board Packet (69fc6d 740c9666622748458d7bfadfa005f5d5, p.249)

Additional shared vehicles: Vista Equity Partners VIII-A (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+364 Additional Institutional LPs Report Shared Vehicles with Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 14 total tracked records for Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust) 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 (367 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 Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust

Private Credit LPs →Buyout LPs →Real Estate LPs →Secondaries LPs →Infrastructure LPs →

Frequently Asked Questions: Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Chagrin Falls, OH). Across 14 historical disclosure records tracked on Prilago ($190.7M total parsed USD across disclosed rows), the median disclosed amount is $14.0M (range: $8.4M to $18.0M).

Which private-market strategies appear in Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust's public disclosures?

Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Buyout, Real Estate, Secondaries, Infrastructure. Open preview records include Blackstone Green Debt Fund III (2025 Vintage), NexPhase Capital Fund V (2025 Vintage), Blue Owl Beaufort II (2025 Vintage), Sixth Street Partners V (2025 Vintage).

How are Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Chagrin Valley Allegheny Valley Waverly 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 Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chagrin-valley-allegheny-valley-waverly-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 Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Chagrin Valley Allegheny Valley Waverly Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 367 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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. Vista Equity Partners VIII-A (2023 Vintage)), Collier Hartland Northrop Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. AlpInvest Secondary Fund VIII (2021 Vintage)), Wisconsin Investment Board (SWIB) (2 shared vehicles, e.g. RREEF Core Plus Industrial Fund (2017 Vintage)).

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