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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Illinois / Chicago HQ: Downers Grove, IL

Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust

$1.9B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($298.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Growth Equity, Real Assets (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
$298.9M
Total AUM: $1.9B
Median Holding / Carrying Value
$13.8M
Range: $9.4M – $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 — Downers Grove Fairhope Montgomery 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
Berkshire Fund XI 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)
Brookfield Capital Partners Fund VII Buyout 2023
$14.8M
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)
Brookfield Cap Partners VI Buyout 2023
$13.8M
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)
Brookfield Cap Partners V Buyout 2023
$13.0M
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)
GI Partners Real Estate Essential Tech + Science Fund II Real Estate 2023
$14.0M
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 — Downers Grove Fairhope Montgomery 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

Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust (Private Foundation, $1.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 18.7% 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 20.5% vs 18.7% actual on $1.9B total assets). Gatekeeper / Intake Conduit: Hamilton Lane.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust

515 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust (17 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

Finger Lakes Georgetown Northrop Mutual & Casualty Insurance General Account

Insurance Company Geneva, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Cap Partners VI (2023 Vintage)
Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust: $13.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Finger Lakes Georgetown Northrop Mutual & Casualty Insurance General Account: $97.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Cap Partners V (2023 Vintage) · Brookfield Capital Partners VII (2022 Vintage)

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

Holston Brazosport Waverly Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Cap Partners V (2023 Vintage)
Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust: $13.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Holston Brazosport Waverly Mutual & Casualty Insurance General Account: $71.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Cap Partners VI (2023 Vintage) · Brookfield Capital Partners VII (2022 Vintage)

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

Great Miami Driftless Kensington University Foundation & Endowment Pool

University Endowment Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Capital Partners VII (2022 Vintage)
Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust: $14.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Great Miami Driftless Kensington University Foundation & Endowment Pool: $22.5M · IRS Form 990 Sched D

Additional shared vehicles: Brookfield Cap Partners VI (2023 Vintage) · Brookfield Cap Partners V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+512 Additional Institutional LPs Report Shared Vehicles with Downers Grove Fairhope Montgomery 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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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Downers Grove Fairhope Montgomery 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 (515 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 Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust

Buyout LPs →Real Estate LPs →Private Credit LPs →Growth Equity LPs →Real Assets LPs →

Frequently Asked Questions: Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Downers Grove, IL). Across 22 historical disclosure records tracked on Prilago ($298.9M total parsed USD across disclosed rows), the median disclosed amount is $13.8M (range: $9.4M to $18.0M).

Which private-market strategies appear in Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust's public disclosures?

Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Real Estate, Private Credit, Growth Equity, Real Assets. Open preview records include Berkshire Fund XI (2024 Vintage), Brookfield Capital Partners Fund VII (2023 Vintage), Brookfield Cap Partners VI (2023 Vintage), Brookfield Cap Partners V (2023 Vintage).

How are Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Downers Grove Fairhope Montgomery 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 Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/downers-grove-fairhope-montgomery-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 Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Downers Grove Fairhope Montgomery Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 515 institutional LPs across 17 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 Finger Lakes Georgetown Northrop Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Brookfield Cap Partners VI (2023 Vintage)), Holston Brazosport Waverly Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Brookfield Cap Partners V (2023 Vintage)), Great Miami Driftless Kensington University Foundation & Endowment Pool (5 shared vehicles, e.g. Brookfield Capital Partners VII (2022 Vintage)).

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