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

Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust

$3.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($338.6M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Private Credit, Buyout, Private Equity, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$338.6M
Total AUM: $3.2B
Median Holding / Carrying Value
$15.4M
Range: $13.0M – $23.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Sapphire Emerging Ventures VII Venture Capital 2025
$15.0M
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)
HarbourVest Infrastructure Opportunities Fund III Infrastructure 2024
$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)
Sixth Street TAO II Private Credit 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)
Sorenson Capital Partners LP Buyout 2023
$14.5M
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)
Sofinnova Capital XI Venture Capital 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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Escondido Cape Fear Beaumont 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

Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust (Private Foundation, $3.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.8% Actual; $70.4M 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 17.8% actual on $3.2B total assets). Gatekeeper / Intake Conduit: StepStone Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust

425 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust (20 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 9 Shared Vehicles

Textron Master Retirement Trust

Corporate Pension Plan Providence, RI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street TAO II (2023 Vintage)
Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust: $14.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Textron Master Retirement Trust: $15.8M · SEC EDGAR Filing

Additional shared vehicles: Sorenson Capital Partners LP (2023 Vintage) · Sofinnova Capital XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Canandaigua Dorchester Ashford Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sorenson Capital Partners LP (2023 Vintage)
Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust: $14.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Canandaigua Dorchester Ashford Mutual & Casualty Insurance General Account: $124.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sixth Street TAO II (2023 Vintage) · Sofinnova Capital XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

KIRKBI A/S (LEGO Family Office)

Family Office / MFO Billund / Copenhagen, Denmark
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sofinnova Capital XI (2023 Vintage)
Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust: $13.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
KIRKBI A/S (LEGO Family Office): $93.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sixth Street TAO II (2023 Vintage) · Sorenson Capital Partners LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+422 Additional Institutional LPs Report Shared Vehicles with Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (425 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 Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust

Venture Capital LPs →Private Credit LPs →Buyout LPs →Private Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Escondido, CA; Headquarters: Escondido, CA). Across 21 historical disclosure records tracked on Prilago ($338.6M total parsed USD across disclosed rows), the median disclosed amount is $15.4M (range: $13.0M to $23.6M).

Which private-market strategies appear in Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust's public disclosures?

Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust has disclosed records across Venture Capital, Private Credit, Buyout, Private Equity, Infrastructure. Open preview records include Sapphire Emerging Ventures VII (2025 Vintage), HarbourVest Infrastructure Opportunities Fund III (2024 Vintage), Sixth Street TAO II (2023 Vintage), Sorenson Capital Partners LP (2023 Vintage).

How are Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Escondido Cape Fear Beaumont 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 Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/escondido-cape-fear-beaumont-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 Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Escondido Cape Fear Beaumont Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 425 institutional LPs across 20 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 Textron Master Retirement Trust (9 shared vehicles, e.g. Sixth Street TAO II (2023 Vintage)), Canandaigua Dorchester Ashford Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Sorenson Capital Partners LP (2023 Vintage)), KIRKBI A/S (LEGO Family Office) (8 shared vehicles, e.g. Sofinnova Capital XI (2023 Vintage)).

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