Skip to main content
Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: New York / Tri-State HQ: Batavia, NY

Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust

$3.5B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($349.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Private Credit, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$349.5M
Total AUM: $3.5B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $26.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Oaktree Power Opportunities Fund VI LP 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)
Stone Point Capital Fund X Buyout 2023
$19.5M
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)
Stockbridge Value Fund IV Buyout 2023
$15.2M
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)
Initialized Capital VI Venture Capital 2023
$18.0M
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)
Charlesbank C. III Private Credit 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 — Genesee Valley Hood River 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

Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust (Private Foundation, $3.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 18.3% Actual; $77.0M 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 18.3% actual on $3.5B total assets). Gatekeeper / Intake Conduit: Segal Marco Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust

469 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust (19 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 7 Shared Vehicles

Harris | Oakmark

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital X (2024 Vintage)
Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust: $19.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Harris | Oakmark: $85.8M · SEC Form ADV 7.B

Additional shared vehicles: Stockbridge Value Fund IV (2023 Vintage) · Stone Point Capital TC Fund VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Chippewa Valley Calcasieu Breckenridge Regional Health System Master Investment Pool

Healthcare / Hospital System Eau Claire, WI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stockbridge Value Fund IV (2023 Vintage)
Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust: $15.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Chippewa Valley Calcasieu Breckenridge Regional Health System Master Investment Pool: $44.5M · IRS Form 990 Sched D

Additional shared vehicles: Stone Point Capital X (2024 Vintage) · Stone Point Capital TC Fund VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Battenkill Haverford Rutherford Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital TC Fund VI (2021 Vintage)
Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust: $19.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Battenkill Haverford Rutherford Permanent Endowment & Fiduciary Trust: $11.0M · IRS Form 990 Sched D

Additional shared vehicles: Stone Point Capital X (2024 Vintage) · Stockbridge Value Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+466 Additional Institutional LPs Report Shared Vehicles with Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (469 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust and our interactive GP workspace.

Strategies Disclosed by Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: New York / Tri-State; Headquarters: Batavia, NY). Across 20 historical disclosure records tracked on Prilago ($349.5M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $26.4M).

Which private-market strategies appear in Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust's public disclosures?

Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Venture Capital, Real Estate, Private Credit, Infrastructure. Open preview records include Oaktree Power Opportunities Fund VI LP (2024 Vintage), Stone Point Capital Fund X (2023 Vintage), Stockbridge Value Fund IV (2023 Vintage), Initialized Capital VI (2023 Vintage).

How are Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Genesee Valley Hood River 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 Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/genesee-valley-hood-river-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 Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Genesee Valley Hood River Beaumont Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 469 institutional LPs across 19 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 Harris | Oakmark (7 shared vehicles, e.g. Stone Point Capital X (2024 Vintage)), Chippewa Valley Calcasieu Breckenridge Regional Health System Master Investment Pool (7 shared vehicles, e.g. Stockbridge Value Fund IV (2023 Vintage)), Battenkill Haverford Rutherford Permanent Endowment & Fiduciary Trust (6 shared vehicles, e.g. Stone Point Capital TC Fund VI (2021 Vintage)).

Related Private Foundation & New York / Tri-State Institutional LPs

New York State Common Retirement Fund (858)New Jersey Division of Investment (699)New York State Teachers (NYSTRS) (435)NYC Police Pension Fund (PPF) (422)NYC Fire Department Pension Fund (FDPF) (411)NYC Teachers (TRS) (380)NYCERS (345)NYC Board of Education Retirement System (BERS) (215)Chautauqua Adirondack Stanfield Mutual & Casualty Insurance General Account (32)Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account (32)