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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Ohio / Indiana HQ: Cleveland, OH

Cleveland Foundation

$3.3B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($432.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Real Estate, Multi-Strategy (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
$432.6M
Total AUM: $3.3B
Median Holding / Carrying Value
$23.0M
Range: $15.0M – $30.0M
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 — Cleveland Foundation

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
Primary Select IV, L.P. Private Equity 2025
$26.2M
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)
FSN Capital V Private Equity 2025
$24.0M
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)
Lone Star Fund XII, LP Buyout 2025
$20.6M
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)
FSN Capital IV Private Equity 2025
$20.0M
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)
Triangle Investment Opportunities II, L.P. Private Equity 2024
$27.8M
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 — Cleveland Foundation

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

Allocation-Policy / Pacing Update

Cleveland Foundation (Private Foundation, $3.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 24.2% Actual; $-39.5M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 34-0714588) verified $3.29B endowment (~$164M statutory 5% annual grant payout); ~$148M annual Private Equity, Venture Capital & Private Credit pacing ($8M-$30M typical GP check). Gatekeeper / Intake Conduit: FEG Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Cleveland Foundation

670 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cleveland Foundation (19 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 7 Shared Vehicles

Exor N.V. (Agnelli Family Holding)

Family Office / MFO Amsterdam, Netherlands
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FSN Capital V (2025 Vintage)
Cleveland Foundation: $24.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Exor N.V. (Agnelli Family Holding): $129.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: FSN Capital IV (2025 Vintage) · Falfurrias Capital Partners VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Deep Creek Borger Sheffield Permanent Endowment & Fiduciary Trust

Institutional Trust Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FSN Capital IV (2025 Vintage)
Cleveland Foundation: $20.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Deep Creek Borger Sheffield Permanent Endowment & Fiduciary Trust: $25.0M · IRS Form 990 Sched D

Additional shared vehicles: FSN Capital V (2025 Vintage) · Falfurrias Capital Partners VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Polski Fundusz Rozwoju (PFR Polish Sovereign Development Fund)

Sovereign Wealth Fund Warsaw, Poland
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Falfurrias Capital Partners VI (2024 Vintage)
Cleveland Foundation: $24.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Polski Fundusz Rozwoju (PFR Polish Sovereign Development Fund): $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: FSN Capital V (2025 Vintage) · FSN Capital IV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+667 Additional Institutional LPs Report Shared Vehicles with Cleveland Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cleveland Foundation

You are viewing 5 open public preview records (out of 19 total tracked records for Cleveland Foundation) 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 (670 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 Cleveland Foundation

Buyout LPs →Private Equity LPs →Venture Capital LPs →Real Estate LPs →Multi-Strategy LPs →

Frequently Asked Questions: Cleveland Foundation

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

Cleveland Foundation is categorized under Private Foundation (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cleveland, OH). Across 19 historical disclosure records tracked on Prilago ($432.6M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $15.0M to $30.0M).

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

Cleveland Foundation has disclosed records across Buyout, Private Equity, Venture Capital, Real Estate, Multi-Strategy. Open preview records include Primary Select IV, L.P. (2025 Vintage), FSN Capital V (2025 Vintage), Lone Star Fund XII, LP (2025 Vintage), FSN Capital IV (2025 Vintage).

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

Records for Cleveland 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 Cleveland Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cleveland-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 Cleveland Foundation?

In Prilago's bilateral commitment graph, Cleveland Foundation shares resolved underlying fund vehicles with 670 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 Exor N.V. (Agnelli Family Holding) (7 shared vehicles, e.g. FSN Capital V (2025 Vintage)), Deep Creek Borger Sheffield Permanent Endowment & Fiduciary Trust (7 shared vehicles, e.g. FSN Capital IV (2025 Vintage)), Polski Fundusz Rozwoju (PFR Polish Sovereign Development Fund) (7 shared vehicles, e.g. Falfurrias Capital Partners VI (2024 Vintage)).

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