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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Kalispell, MT

Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust

$2.8B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($335.9M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Private Credit, Real Estate, Buyout, 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
$335.9M
Total AUM: $2.8B
Median Holding / Carrying Value
$16.0M
Range: $12.8M – $19.5M
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 — Flathead Valley Germantown Rutherford 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
Sixth Street Opportunities Partners VI (A), LP Private Credit 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)
Collective Global I Venture Capital 2023
$18.0M
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)
Coefficient Capital Apex Fund I, LP Buyout 2023
$17.5M
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)
Stonepeak Real Estate Partners Fund I Real Estate 2023
$15.0M
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)
Insight Partners Onsite Fund II Venture Capital 2023
$12.8M
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 — Flathead Valley Germantown Rutherford 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

Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust (Private Foundation, $2.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.4% Actual; $72.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.4% actual on $2.8B total assets). Gatekeeper / Intake Conduit: Mercer Alternatives.

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 — Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust

372 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust (21 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 11 Shared Vehicles

Driftless Capistrano Macallister Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Opportunities Partners VI (A), LP (2025 Vintage)
Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Driftless Capistrano Macallister Mutual & Casualty Insurance General Account: $70.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Coatue Ventures V (2024 Vintage) · Collective Global I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Apalachicola Coos Bay Ravenscroft Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Tallahassee, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coatue Ventures V (2024 Vintage)
Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust: $19.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Apalachicola Coos Bay Ravenscroft Private Markets Primary & GP Seeder Fund-of-Funds: $119.8M · SEC Form ADV 7.B

Additional shared vehicles: Collective Global I (2023 Vintage) · Coefficient Capital Apex Fund I, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Collective Global I (2023 Vintage)
Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory: $44.0M · SEC Form ADV 7.B

Additional shared vehicles: Coatue Ventures V (2024 Vintage) · Coefficient Capital Apex Fund I, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+369 Additional Institutional LPs Report Shared Vehicles with Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Flathead Valley Germantown Rutherford 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 (372 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 Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Kalispell, MT). Across 21 historical disclosure records tracked on Prilago ($335.9M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $12.8M to $19.5M).

Which private-market strategies appear in Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust's public disclosures?

Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust has disclosed records across Venture Capital, Private Credit, Real Estate, Buyout, Infrastructure. Open preview records include Sixth Street Opportunities Partners VI (A), LP (2025 Vintage), Collective Global I (2023 Vintage), Coefficient Capital Apex Fund I, LP (2023 Vintage), Stonepeak Real Estate Partners Fund I (2023 Vintage).

How are Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Flathead Valley Germantown Rutherford 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 Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/flathead-valley-germantown-rutherford-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 Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Flathead Valley Germantown Rutherford Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 372 institutional LPs across 21 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 Driftless Capistrano Macallister Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Sixth Street Opportunities Partners VI (A), LP (2025 Vintage)), Apalachicola Coos Bay Ravenscroft Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Coatue Ventures V (2024 Vintage)), Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Collective Global I (2023 Vintage)).

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