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

Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust

$5.6B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($395.3M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Private Equity, Secondaries, Growth Equity (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$395.3M
Total AUM: $5.6B
Median Holding / Carrying Value
$18.0M
Range: $13.0M – $40.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Investcorp SCP II Private Equity 2025
$33.5M
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)
Antler U.S. New Mexico, L.P. Venture Capital 2025
$15.0M
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)
Thoma Bravo XV-A, L.P. 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)
Invesco Credit III Private Credit 2023
$26.8M
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)
Blue Owl Strategic Equity Fund VI Secondaries 2023
$31.4M
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 — Chenango Elkhorn Pendleton 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

Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust (Private Foundation, $5.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.5% vs. 16.5% Actual; $168.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$76M–$143M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.5% vs 16.5% actual on $5.6B total assets). Gatekeeper / Intake Conduit: bFinance.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 — Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust

396 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust (18 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 7 Shared Vehicles

Edgewood Management

OCIO / Wealth RIA Greenwich, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Investcorp SCP II (2023 Vintage)
Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust: $33.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Edgewood Management: $52.8M · SEC Form ADV 7.B

Additional shared vehicles: Invesco Credit III (2023 Vintage) · Insight Vision Capital II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Bucksport Fox Cities Osullivan Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Invesco Credit III (2023 Vintage)
Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust: $26.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Bucksport Fox Cities Osullivan Institutional Outsourced CIO & Wealth Advisory: $53.0M · SEC Form ADV 7.B

Additional shared vehicles: Investcorp SCP II (2023 Vintage) · Invesco Real Estate VI (2022 Vintage)

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

Coronado Healdsburg Whitmore Industrial Consolidated Master Retirement Trust

Corporate Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Invesco Real Estate VI (2022 Vintage)
Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust: $18.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Coronado Healdsburg Whitmore Industrial Consolidated Master Retirement Trust: $26.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Investcorp SCP II (2023 Vintage) · Invesco Credit III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+393 Additional Institutional LPs Report Shared Vehicles with Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (396 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 Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Norwich, NY; Headquarters: Norwich, NY). Across 18 historical disclosure records tracked on Prilago ($395.3M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $40.1M).

Which private-market strategies appear in Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust's public disclosures?

Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust has disclosed records across Venture Capital, Real Estate, Private Equity, Secondaries, Growth Equity. Open preview records include Investcorp SCP II (2025 Vintage), Antler U.S. New Mexico, L.P. (2025 Vintage), Thoma Bravo XV-A, L.P. (2025 Vintage), Invesco Credit III (2023 Vintage).

How are Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Chenango Elkhorn Pendleton 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 Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chenango-elkhorn-pendleton-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 Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Chenango Elkhorn Pendleton Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 396 institutional LPs across 18 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 Edgewood Management (7 shared vehicles, e.g. Investcorp SCP II (2023 Vintage)), Bucksport Fox Cities Osullivan Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Invesco Credit III (2023 Vintage)), Coronado Healdsburg Whitmore Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. Invesco Real Estate VI (2022 Vintage)).

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Chenango Holston Ravenscroft Institutional Outsourced CIO & Wealth Advisory (32)Chenango Cayuga Lake Vance Mutual & Casualty Insurance General Account (31)Lilly Endowment (31)Open Society Foundations (31)Novo Nordisk Foundation Endowment (30)Amador Valley Gallatin Valley Whitmore Philanthropic Foundation & Charitable Trust (27)Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust (27)Bill & Melinda Gates Foundation Trust (27)Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust (27)Chenango Great Smoky Pendleton Industrial Consolidated Master Retirement Trust (27)