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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Palm Springs, CA HQ: Palm Springs, CA

Gruen Family Foundation

$0.0B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($49.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Secondaries, Growth 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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$49.8M
Total AUM: $0.0B
Median Holding / Carrying Value
$3.2M
Range: $2.8M – $6.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Gruen Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Bain Capital Credit Special Situations Asia III Private Credit 2025
$3.3M
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)
Allied Industrial Partners I, L.P. Buyout 2025
$3.1M
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)
Khosla Ventures Opportunity III. L.P. Venture Capital 2025
$3.1M
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)
Pathlight Capital Fund IV Buyout 2025
$3.0M
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 (Part II, Line 13 Investments Schedule)
TLV Partners II LP Venture Capital 2024
$2.8M
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 — Gruen Family Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Gruen Family Foundation (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $0.7M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 39-2390406) verified $0.04B endowment (~$2M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Partners Capital.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 — Gruen Family Foundation

429 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gruen Family Foundation (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 3 Shared Vehicles

Broadmoor Deerfield Valley Sinclair 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)
Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)
Gruen Family Foundation: $3.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory: $72.5M · SEC Form ADV 7.B

Additional shared vehicles: Genstar Capital Partners XII (2023 Vintage) · Generation IM Sustainable Solutions Fund IV (2022 Vintage)

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

Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar Capital Partners XII (2023 Vintage)
Gruen Family Foundation: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory: $88.8M · SEC Form ADV 7.B

Additional shared vehicles: Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage) · Generation IM Sustainable Solutions Fund IV (2022 Vintage)

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

Securian Financial General Account

Insurance Company St. Paul, MN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Generation IM Sustainable Solutions Fund IV (2022 Vintage)
Gruen Family Foundation: $3.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Securian Financial General Account: $49.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage) · Genstar Capital Partners XII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+426 Additional Institutional LPs Report Shared Vehicles with Gruen Family Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 14 total tracked records for Gruen Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (429 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 Gruen Family Foundation

Buyout LPs →Private Credit LPs →Venture Capital LPs →Secondaries LPs →Growth Equity LPs →

Frequently Asked Questions: Gruen Family Foundation

What type of institutional allocator is Gruen Family Foundation and what is their typical disclosed ticket size?

Gruen Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Palm Springs, CA; Headquarters: Palm Springs, CA). Across 14 historical disclosure records tracked on Prilago ($49.8M total parsed USD across disclosed rows), the median disclosed amount is $3.2M (range: $2.8M to $6.0M).

Which private-market strategies appear in Gruen Family Foundation's public disclosures?

Gruen Family Foundation has disclosed records across Buyout, Private Credit, Venture Capital, Secondaries, Growth Equity. Open preview records include Bain Capital Credit Special Situations Asia III (2025 Vintage), Allied Industrial Partners I, L.P. (2025 Vintage), Khosla Ventures Opportunity III. L.P. (2025 Vintage), Pathlight Capital Fund IV (2025 Vintage).

How are Gruen Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Gruen Family Foundation cite primary public disclosures (TY2025 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 Gruen Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/gruen-family-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Gruen Family Foundation?

In Prilago's bilateral commitment graph, Gruen Family Foundation shares resolved underlying fund vehicles with 429 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 Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)), Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. Genstar Capital Partners XII (2023 Vintage)), Securian Financial General Account (3 shared vehicles, e.g. Generation IM Sustainable Solutions Fund IV (2022 Vintage)).

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