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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Philadelphia, PA HQ: Philadelphia, PA

Chubb Charitable Foundation

$0.1B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($38.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Real Estate, Venture Capital, 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$38.5M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.2M
Range: $1.9M – $4.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Chubb Charitable Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Strategic Partners Fund X, L.P. Secondaries 2025
$2.4M
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)
AlpInvest Secondary Opportunities Fund VIII Secondaries 2025
$2.2M
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)
BCP Fund II, L.P. Buyout 2025
$2.2M
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)
Blue Owl Digital Infrastructure Fund III Infrastructure 2024
$2.1M
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)
Apax XI USD L.P. Buyout 2024
$1.9M
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 — Chubb Charitable Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Chubb Charitable Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 21.2% Actual; $-0.9M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 26-2456949) verified $0.07B endowment (~$4M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Meketa Investment Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 — Chubb Charitable Foundation

588 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chubb Charitable Foundation (15 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 4 Shared Vehicles

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apax XI USD L.P. (2024 Vintage)
Chubb Charitable Foundation: $1.9M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
CalSTRS: $150.0M · CAFR / Board Packet (CalSTRSPrivateEquityPerformanceReportFYE2025, p.1)

Additional shared vehicles: OrbiMed Private Investments IX (2023 Vintage) · Oaktree Opportunities Fund XI (2021 Vintage)

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

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thayer Ventures IV, L.P. (2023 Vintage)
Chubb Charitable Foundation: $3.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New Mexico State Investment Council: $10.0M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.258)

Additional shared vehicles: Oaktree Opportunities Fund XI (2021 Vintage) · Thayer Ventures III, L.P. (2020 Vintage)

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

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hillhouse Focus Growth V (2023 Vintage)
Chubb Charitable Foundation: $2.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
South Carolina RSIC: $15.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Starwood Real Estate Partners XII (2022 Vintage) · Oaktree Opportunities Fund XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+585 Additional Institutional LPs Report Shared Vehicles with Chubb Charitable Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Chubb Charitable Foundation

You are viewing 5 open public preview records (out of 15 total tracked records for Chubb Charitable Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (588 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 Chubb Charitable Foundation

Buyout LPs →Secondaries LPs →Real Estate LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Chubb Charitable Foundation

What type of institutional allocator is Chubb Charitable Foundation and what is their typical disclosed ticket size?

Chubb Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Philadelphia, PA; Headquarters: Philadelphia, PA). Across 15 historical disclosure records tracked on Prilago ($38.5M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.9M to $4.0M).

Which private-market strategies appear in Chubb Charitable Foundation's public disclosures?

Chubb Charitable Foundation has disclosed records across Buyout, Secondaries, Real Estate, Venture Capital, Infrastructure. Open preview records include Strategic Partners Fund X, L.P. (2025 Vintage), AlpInvest Secondary Opportunities Fund VIII (2025 Vintage), BCP Fund II, L.P. (2025 Vintage), Blue Owl Digital Infrastructure Fund III (2024 Vintage).

How are Chubb Charitable Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Chubb Charitable Foundation 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 Chubb Charitable Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chubb-charitable-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Chubb Charitable Foundation?

In Prilago's bilateral commitment graph, Chubb Charitable Foundation shares resolved underlying fund vehicles with 588 institutional LPs across 15 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 CalSTRS (4 shared vehicles, e.g. Apax XI USD L.P. (2024 Vintage)), New Mexico State Investment Council (3 shared vehicles, e.g. Thayer Ventures IV, L.P. (2023 Vintage)), South Carolina RSIC (3 shared vehicles, e.g. Hillhouse Focus Growth V (2023 Vintage)).

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