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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Walnut Creek, CA HQ: Walnut Creek, CA

Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust

$3.3B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($267.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Private Equity, Private Credit (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$267.1M
Total AUM: $3.3B
Median Holding / Carrying Value
$16.0M
Range: $13.0M – $24.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Berkshire Fund XI Buyout 2025
$17.0M
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)
HongShan Capital Seed Fund III, L.P. Venture Capital 2025
$22.2M
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)
Orion Mine Finance Fund IV Real Assets 2025
$19.0M
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)
Initialized Capital VI Venture Capital 2025
$14.0M
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)
Alkeon Growth Opportunities Fund V Venture Capital 2022
$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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Diablo Valley Elkhart Fitzgerald 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

Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust (Private Foundation, $3.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.4% Actual; $85.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.0% vs 17.4% actual on $3.3B total assets). Gatekeeper / Intake Conduit: Verus Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust

457 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust (16 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 5 Shared Vehicles

Des Plaines Clearwater Alderwood Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Berkshire Fund XI (2025 Vintage)
Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Des Plaines Clearwater Alderwood Institutional Outsourced CIO & Wealth Advisory: $24.0M · SEC Form ADV 7.B

Additional shared vehicles: Charlesbank Equity Fund X (2021 Vintage) · Bain Capital Tech Opportunities II (2020 Vintage)

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

Vintage Investment Partners

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Initialized Capital VI (2023 Vintage)
Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Vintage Investment Partners: $25.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Alkeon Growth Opportunities Fund V (2022 Vintage) · AlpInvest C Fund II LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Collier Hartland Northrop Mutual & Casualty Insurance General Account

Insurance Company Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alkeon Growth Opportunities Fund V (2022 Vintage)
Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Collier Hartland Northrop Mutual & Casualty Insurance General Account: $87.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AlpInvest C Fund II LP (2021 Vintage) · AlpInvest C Fund, L.P. (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+454 Additional Institutional LPs Report Shared Vehicles with Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (457 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Walnut Creek, CA; Headquarters: Walnut Creek, CA). Across 16 historical disclosure records tracked on Prilago ($267.1M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $24.3M).

Which private-market strategies appear in Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust's public disclosures?

Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Venture Capital, Real Estate, Private Equity, Private Credit. Open preview records include Berkshire Fund XI (2025 Vintage), HongShan Capital Seed Fund III, L.P. (2025 Vintage), Orion Mine Finance Fund IV (2025 Vintage), Initialized Capital VI (2025 Vintage).

How are Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Diablo Valley Elkhart Fitzgerald 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 Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/diablo-valley-elkhart-fitzgerald-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 Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Diablo Valley Elkhart Fitzgerald Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 457 institutional LPs across 16 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 Des Plaines Clearwater Alderwood Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. Berkshire Fund XI (2025 Vintage)), Vintage Investment Partners (5 shared vehicles, e.g. Initialized Capital VI (2023 Vintage)), Collier Hartland Northrop Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. Alkeon Growth Opportunities Fund V (2022 Vintage)).

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