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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: Elko, NV

Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust

$3.9B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($277.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Fund of Funds, Multi-Strategy (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$277.8M
Total AUM: $3.9B
Median Holding / Carrying Value
$17.2M
Range: $13.0M – $30.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Blackstone Credit Tactical Opportunities Fund IV Private Credit 2025
$17.2M
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)
Charlesbank Technology Opportunities Fund II Buyout 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)
Horsley Bridge XIII Fund of Funds 2025
$19.6M
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)
GI Partners Fund VIII Real Estate 2023
$16.0M
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)
Benefit Street Partners Senior Secured Opportunities II Private Credit 2022
$30.1M
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 — Great Basin Bitterroot Goldstein 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

Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust (Private Foundation, $3.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.4% Actual; $101.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$46M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.4% actual on $3.9B total assets). Gatekeeper / Intake Conduit: Marquette Associates.

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 — Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust

433 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust (14 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

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Credit Tactical Opportunities Fund IV (2023 Vintage)
Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust: $17.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
CalSTRS: $300.0M · CAFR / Board Packet (CalSTRS Investment Committee Meeting Minutes, November 2021)

Additional shared vehicles: Blackstone Energy Partners III (2020 Vintage) · Triton Fund V, LP (2019 Vintage)

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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Insight Partners Onsite Fund III (2022 Vintage)
Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New York State Common Retirement Fund: $100.0M · CAFR / Board Packet (2023 ACFR p.121)

Additional shared vehicles: Blackstone Credit Tactical Opportunities Fund IV (2023 Vintage) · Brookfield Capital Partners V (2019 Vintage)

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

Grays Harbor Cranbrook Southwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)
Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust: $30.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Grays Harbor Cranbrook Southwell Industrial Consolidated Master Retirement Trust: $16.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Triton Fund V, LP (2019 Vintage) · Baring Asia Private Equity Fund VII (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+430 Additional Institutional LPs Report Shared Vehicles with Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 15 total tracked records for Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (433 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 Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust

Buyout LPs →Real Estate LPs →Private Credit LPs →Fund of Funds LPs →Multi-Strategy LPs →

Frequently Asked Questions: Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Elko, NV). Across 15 historical disclosure records tracked on Prilago ($277.8M total parsed USD across disclosed rows), the median disclosed amount is $17.2M (range: $13.0M to $30.1M).

Which private-market strategies appear in Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust's public disclosures?

Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Real Estate, Private Credit, Fund of Funds, Multi-Strategy. Open preview records include Blackstone Credit Tactical Opportunities Fund IV (2025 Vintage), Charlesbank Technology Opportunities Fund II (2025 Vintage), Horsley Bridge XIII (2025 Vintage), GI Partners Fund VIII (2023 Vintage).

How are Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Great Basin Bitterroot Goldstein 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 Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/great-basin-bitterroot-goldstein-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 Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Great Basin Bitterroot Goldstein Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 433 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 CalSTRS (4 shared vehicles, e.g. Blackstone Credit Tactical Opportunities Fund IV (2023 Vintage)), New York State Common Retirement Fund (3 shared vehicles, e.g. Insight Partners Onsite Fund III (2022 Vintage)), Grays Harbor Cranbrook Southwell Industrial Consolidated Master Retirement Trust (3 shared vehicles, e.g. Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)).

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