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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: New York, NY HQ: New York, NY

Erie Family Foundation

$0.3B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($105.5M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Real Estate, Private Credit, 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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$105.5M
Total AUM: $0.3B
Median Holding / Carrying Value
$6.6M
Range: $5.0M – $12.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Erie Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Wheelock Street Real Estate Fund VII LP Real Estate 2025
$6.6M
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)
Arbour Lane IV Private Credit 2025
$6.3M
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)
New Enterprise Associates X Venture Capital 2025
$5.6M
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)
General Catalyst Group XIII Venture Capital 2024
$6.3M
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)
Energy Impact Partners Fund III Infrastructure 2023
$5.0M
Reported carrying value (Form 990-PF) · As of December 2023
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Erie Family Foundation

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

Allocation-Policy / Pacing Update

Erie Family Foundation (Private Foundation, $0.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 22.2% Actual; $-3.9M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 52-2339484) verified $0.33B endowment (~$16M statutory 5% annual grant payout); ~$15M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: FEG Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 — Erie Family Foundation

427 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Erie Family Foundation (14 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 3 Shared Vehicles

Croton Currituck Northrop Mutual & Casualty Insurance General Account

Insurance Company Croton-on-Hudson, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ridgemont IV (2022 Vintage)
Erie Family Foundation: $10.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Croton Currituck Northrop Mutual & Casualty Insurance General Account: $34.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ribbit Capital VII (2022 Vintage) · Knox Lane Partners Fund I (2022 Vintage)

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

Syzygy Asset Management

OCIO / Wealth RIA Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Catalyst Group XIII (2024 Vintage)
Erie Family Foundation: $6.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Syzygy Asset Management: $177.0M · SEC Form ADV 7.B

Additional shared vehicles: Emergence Capital Partners VI (2022 Vintage) · PGIM Real Estate Global Debt Fund, L.P. (2019 Vintage)

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

Esb Charitable Foundation

Private Foundation California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wheelock Street Real Estate Fund Vii Lp (2024 Vintage)
Erie Family Foundation: $6.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Esb Charitable Foundation: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Knox Lane Partners Fund I (2022 Vintage) · Bain Capital Double Impact Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+424 Additional Institutional LPs Report Shared Vehicles with Erie Family Foundation

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 Erie Family Foundation

You are viewing 5 open public preview records (out of 14 total tracked records for Erie Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (427 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 Erie Family Foundation

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

Frequently Asked Questions: Erie Family Foundation

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

Erie Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 14 historical disclosure records tracked on Prilago ($105.5M total parsed USD across disclosed rows), the median disclosed amount is $6.6M (range: $5.0M to $12.0M).

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

Erie Family Foundation has disclosed records across Venture Capital, Buyout, Real Estate, Private Credit, Infrastructure. Open preview records include Wheelock Street Real Estate Fund VII LP (2025 Vintage), Arbour Lane IV (2025 Vintage), New Enterprise Associates X (2025 Vintage), General Catalyst Group XIII (2024 Vintage).

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

Records for Erie Family 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 Erie Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/erie-family-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 Erie Family Foundation?

In Prilago's bilateral commitment graph, Erie Family Foundation shares resolved underlying fund vehicles with 427 institutional LPs across 14 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 Croton Currituck Northrop Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Ridgemont IV (2022 Vintage)), Syzygy Asset Management (3 shared vehicles, e.g. General Catalyst Group XIII (2024 Vintage)), Esb Charitable Foundation (3 shared vehicles, e.g. Wheelock Street Real Estate Fund Vii Lp (2024 Vintage)).

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