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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Massachusetts / New England HQ: Chestnut Hill, MA

Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust

$5.0B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($549.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital, Real Estate (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$549.6M
Total AUM: $5.0B
Median Holding / Carrying Value
$18.5M
Range: $13.0M – $35.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 — Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
Trident X, L.P. Buyout 2025
$13.0M
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)
American Industrial Partners Capital Fund VIII, LP Buyout 2024
$17.0M
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)
Lerer Hippeau IX Venture Capital 2024
$16.0M
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)
Neuberger Berman Private Credit VI Private Credit 2023
$21.5M
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)
Neuberger Berman Secondary Opportunities Fund II Secondaries 2023
$21.2M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Chestnut Hill Casco Bay Sutherland 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

Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust (Private Foundation, $5.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.8% Actual; $110.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$50M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.8% actual on $5.0B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust

552 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust (27 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

Sumitomo Life Insurance General Account

Insurance Company Tokyo / Osaka, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Neuberger Berman Private Equity Fund VIII (2023 Vintage)
Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust: $26.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Sumitomo Life Insurance General Account: $134.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Neuberger Berman Private Credit VI (2023 Vintage) · Neuberger Berman Secondary Opportunities Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

GCM Grosvenor Private Markets & Diverse Manager Seeder Platform

Fund of Funds / Seeder Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Neuberger Berman Private Credit VI (2023 Vintage)
Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust: $21.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
GCM Grosvenor Private Markets & Diverse Manager Seeder Platform: $156.0M · SEC Form ADV 7.B

Additional shared vehicles: Neuberger Berman Private Equity Fund VIII (2023 Vintage) · Neuberger Berman Secondary Opportunities Fund II (2023 Vintage)

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

Coweta Franconia Bergstrom Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Neuberger Berman Secondary Opportunities Fund II (2023 Vintage)
Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust: $21.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Coweta Franconia Bergstrom Mutual & Casualty Insurance General Account: $75.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Neuberger Berman Private Equity Fund VIII (2023 Vintage) · Neuberger Berman Private Credit VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+549 Additional Institutional LPs Report Shared Vehicles with Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 27 total tracked records for Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (552 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 Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Chestnut Hill, MA). Across 27 historical disclosure records tracked on Prilago ($549.6M total parsed USD across disclosed rows), the median disclosed amount is $18.5M (range: $13.0M to $35.0M).

Which private-market strategies appear in Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust's public disclosures?

Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital, Real Estate. Open preview records include Trident X, L.P. (2025 Vintage), American Industrial Partners Capital Fund VIII, LP (2024 Vintage), Lerer Hippeau IX (2024 Vintage), Neuberger Berman Private Credit VI (2023 Vintage).

How are Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Chestnut Hill Casco Bay Sutherland 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 Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chestnut-hill-casco-bay-sutherland-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 Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 552 institutional LPs across 27 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 Sumitomo Life Insurance General Account (14 shared vehicles, e.g. Neuberger Berman Private Equity Fund VIII (2023 Vintage)), GCM Grosvenor Private Markets & Diverse Manager Seeder Platform (14 shared vehicles, e.g. Neuberger Berman Private Credit VI (2023 Vintage)), Coweta Franconia Bergstrom Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Neuberger Berman Secondary Opportunities Fund II (2023 Vintage)).

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