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

Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust

$3.7B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($293.5M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Private Credit, Buyout, Real Estate, Private Equity (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
$293.5M
Total AUM: $3.7B
Median Holding / Carrying Value
$18.0M
Range: $13.0M – $27.9M
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 — Escondido Gallatin Valley Winchester 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
Hedosophia Strategic Partners L.P. Secondaries 2025
$16.0M
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)
Berkshire Fund XI Buyout 2025
$14.0M
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)
Sands Global Inov III Growth Equity 2025
$18.0M
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)
NJ High Point VC Fund, L.P. Venture Capital 2025
$17.0M
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)
Blackstone Property Partners Europe VII Real Estate 2022
$18.2M
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 — Escondido Gallatin Valley Winchester 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 Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust (Private Foundation, $3.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 17.5% Actual; $111.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$50M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.5% vs 17.5% actual on $3.7B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust

403 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust (15 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 4 Shared Vehicles

New Jersey Division of Investment

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NJ High Point VC Fund, L.P. (2023 Vintage)
Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New Jersey Division of Investment: $200.0M · CAFR / Board Packet (December2025, p.19)

Additional shared vehicles: Eagle Point Defensive Income Fund US LP (2021 Vintage) · Stonepeak Infrastructure Fund III (2018 Vintage)

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

Kentucky Teachers' Retirement System (KTRS)

Public Pension Plan Frankfort, KY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stonepeak Infrastructure FD IV (2021 Vintage)
Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust: $20.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Kentucky Teachers' Retirement System (KTRS): $59.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Stonepeak Infrastructure Fund III (2018 Vintage) · Stonepeak Infrastructure Partners III (2017 Vintage)

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

Candlelight Elkhorn Beaumont Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Stonepeak Infrastructure Fund III (2018 Vintage)
Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust: $19.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Candlelight Elkhorn Beaumont Mutual & Casualty Insurance General Account: $129.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Stonepeak Infrastructure FD IV (2021 Vintage) · Stonepeak Infrastructure Partners III (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+400 Additional Institutional LPs Report Shared Vehicles with Escondido Gallatin Valley Winchester 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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Request Pilot Access to Full Workspace Data for Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Escondido Gallatin Valley Winchester 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 (403 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 Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust

Frequently Asked Questions: Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Escondido, CA; Headquarters: Escondido, CA). Across 16 historical disclosure records tracked on Prilago ($293.5M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $27.9M).

Which private-market strategies appear in Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust's public disclosures?

Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust has disclosed records across Infrastructure, Private Credit, Buyout, Real Estate, Private Equity. Open preview records include Hedosophia Strategic Partners L.P. (2025 Vintage), Berkshire Fund XI (2025 Vintage), Sands Global Inov III (2025 Vintage), NJ High Point VC Fund, L.P. (2025 Vintage).

How are Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Escondido Gallatin Valley Winchester 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 Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/escondido-gallatin-valley-winchester-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 Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Escondido Gallatin Valley Winchester Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 403 institutional LPs across 15 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 New Jersey Division of Investment (4 shared vehicles, e.g. NJ High Point VC Fund, L.P. (2023 Vintage)), Kentucky Teachers' Retirement System (KTRS) (3 shared vehicles, e.g. Stonepeak Infrastructure FD IV (2021 Vintage)), Candlelight Elkhorn Beaumont Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Stonepeak Infrastructure Fund III (2018 Vintage)).

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