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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Pennsylvania HQ: Lancaster, PA

Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust

$2.5B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($323.6M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Real Estate, Private Credit, Buyout, Venture Capital (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$323.6M
Total AUM: $2.5B
Median Holding / Carrying Value
$15.0M
Range: $11.4M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Sculptor Capital, LP Multi-Strategy 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)
EnCap Energy Transition Fund II Infrastructure 2024
$15.0M
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)
TPG Asia VIII (A), L.P. Buyout 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)
Blackstone Growth Fund IV Growth Equity 2023
$15.8M
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)
Apollo Accord Fund VI Private Credit 2023
$18.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Conestoga Charlevoix Silverstein 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

Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust (Private Foundation, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $50.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $2.5B total assets). Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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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 — Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust

477 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust (22 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 10 Shared Vehicles

Mdt Advisers, A Division Of Federated Mdta

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Growth Fund IV (2023 Vintage)
Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust: $15.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Mdt Advisers, A Division Of Federated Mdta: $125.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Property Partners Europe VII (2023 Vintage) · Blackstone Green Resilient Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Brandes Investment Partners

OCIO / Wealth RIA La Jolla, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Property Partners Europe VII (2023 Vintage)
Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust: $15.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Brandes Investment Partners: $25.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Growth Fund IV (2023 Vintage) · Blackstone Green Resilient Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Hohokam Hopewell Macallister Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mesa, AZ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Resilient Fund III (2022 Vintage)
Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust: $15.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Hohokam Hopewell Macallister Industrial Consolidated Master Retirement Trust: $58.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Growth Fund IV (2023 Vintage) · Blackstone Property Partners Europe VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+474 Additional Institutional LPs Report Shared Vehicles with Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (477 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 Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Pennsylvania; Headquarters: Lancaster, PA). Across 22 historical disclosure records tracked on Prilago ($323.6M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $11.4M to $18.0M).

Which private-market strategies appear in Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust's public disclosures?

Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust has disclosed records across Infrastructure, Real Estate, Private Credit, Buyout, Venture Capital. Open preview records include Sculptor Capital, LP (2024 Vintage), EnCap Energy Transition Fund II (2024 Vintage), TPG Asia VIII (A), L.P. (2024 Vintage), Blackstone Growth Fund IV (2023 Vintage).

How are Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Conestoga Charlevoix Silverstein 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 Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/conestoga-charlevoix-silverstein-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 Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Conestoga Charlevoix Silverstein Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 477 institutional LPs across 22 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 Mdt Advisers, A Division Of Federated Mdta (10 shared vehicles, e.g. Blackstone Growth Fund IV (2023 Vintage)), Brandes Investment Partners (10 shared vehicles, e.g. Blackstone Property Partners Europe VII (2023 Vintage)), Hohokam Hopewell Macallister Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Blackstone Green Resilient Fund III (2022 Vintage)).

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