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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: New York / Tri-State HQ: Chappaqua, NY

Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust

$2.5B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($304.9M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Private Equity, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$304.9M
Total AUM: $2.5B
Median Holding / Carrying Value
$16.0M
Range: $12.6M – $19.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Novacap TMT International NV CV L.P. Private Equity 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)
Crescent Capital Direct Lending Fund IX Private Credit 2023
$17.8M
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)
Fortress Lending Fund III Buyout 2023
$19.3M
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)
Crescent Cove Capital Fund IV Private Credit 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)
Blue Owl Credit Income Fund VI Private Credit 2023
$15.1M
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 — Chappaqua Cowlitz Livingston 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

Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust (Private Foundation, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.4% Actual; $65.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.4% actual on $2.5B total assets). Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 — Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust

317 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust (19 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 8 Shared Vehicles

San Marino San Marino Cheyenne Sovereign Strategic Investment Fund

Sovereign Wealth Fund San Marino, San
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Capital Direct Lending Fund IX (2023 Vintage)
Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust: $17.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
San Marino San Marino Cheyenne Sovereign Strategic Investment Fund: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Cove Capital Fund IV (2023 Vintage) · Crescent Cove Opportunity Fund LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Flathead Valley Highlands Sutherland Mutual & Casualty Insurance General Account

Insurance Company Kalispell, MT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Cove Capital Fund IV (2023 Vintage)
Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Flathead Valley Highlands Sutherland Mutual & Casualty Insurance General Account: $77.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Capital Direct Lending Fund IX (2023 Vintage) · Crescent Cove Opportunity Fund LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA North Adams, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Cove Opportunity Fund LP (2022 Vintage)
Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust: $17.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory: $53.8M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Capital Direct Lending Fund IX (2023 Vintage) · Crescent Cove Capital Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+314 Additional Institutional LPs Report Shared Vehicles with Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 19 total tracked records for Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (317 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 Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust

Private Credit LPs →Buyout LPs →Venture Capital LPs →Private Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: New York / Tri-State; Headquarters: Chappaqua, NY). Across 19 historical disclosure records tracked on Prilago ($304.9M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $12.6M to $19.3M).

Which private-market strategies appear in Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust's public disclosures?

Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Buyout, Venture Capital, Private Equity, Infrastructure. Open preview records include Novacap TMT International NV CV L.P. (2024 Vintage), Crescent Capital Direct Lending Fund IX (2023 Vintage), Fortress Lending Fund III (2023 Vintage), Crescent Cove Capital Fund IV (2023 Vintage).

How are Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Chappaqua Cowlitz Livingston 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 Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chappaqua-cowlitz-livingston-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 Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Chappaqua Cowlitz Livingston Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 317 institutional LPs across 19 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 San Marino San Marino Cheyenne Sovereign Strategic Investment Fund (8 shared vehicles, e.g. Crescent Capital Direct Lending Fund IX (2023 Vintage)), Flathead Valley Highlands Sutherland Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Crescent Cove Capital Fund IV (2023 Vintage)), Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. Crescent Cove Opportunity Fund LP (2022 Vintage)).

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