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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Stamford, CT HQ: Stamford, CT

Halvorsen Family Foundation

$0.4B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($76.2M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Infrastructure, Private Credit (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$76.2M
Total AUM: $0.4B
Median Holding / Carrying Value
$5.2M
Range: $4.0M – $10.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Halvorsen Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Alta Partners NextGen Fund I LP Venture Capital 2025
$5.5M
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)
Kinterra Critical Materials & Infrastructure Opportunities Fund II Infrastructure 2025
$5.5M
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)
TPG Angelo Gordon Twin Brook Capital Fund II Private Credit 2025
$5.2M
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)
KKR Real Estate Credit Opportunities III Real Estate 2025
$5.2M
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)
HIG Capital Partners VII Buyout 2025
$4.7M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Halvorsen Family Foundation

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

Allocation-Policy / Pacing Update

Halvorsen Family Foundation (Private Foundation, $0.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 21.2% Actual; $-4.4M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 61-603158) verified $0.36B endowment (~$18M statutory 5% annual grant payout); ~$16M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Investure.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Halvorsen Family Foundation

474 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Halvorsen Family Foundation (13 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 2 Shared Vehicles

New Jersey Division of Investment

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures VIII (2023 Vintage)
Halvorsen Family Foundation: $10.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
New Jersey Division of Investment: $80.0M · CAFR / Board Packet (December2025, p.19)

Additional shared vehicles: TPG Rise III (2023 Vintage)

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

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alta Partners NextGen Fund I LP (2025 Vintage)
Halvorsen Family Foundation: $5.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
University of Texas (UTIMCO): $37.9M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.59)

Additional shared vehicles: Pennybacker IV (2017 Vintage)

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

UC Regents

University Endowment California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon Twin Brook Capital Fund II (2024 Vintage)
Halvorsen Family Foundation: $5.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
UC Regents: $75.0M · CAFR / Board Packet (UC Regents Board Meeting Minutes, March 2024)

Additional shared vehicles: TPG Rise III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+471 Additional Institutional LPs Report Shared Vehicles with Halvorsen Family Foundation

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Halvorsen Family Foundation

You are viewing 5 open public preview records (out of 13 total tracked records for Halvorsen Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (474 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 Halvorsen Family Foundation

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

Frequently Asked Questions: Halvorsen Family Foundation

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

Halvorsen Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Stamford, CT; Headquarters: Stamford, CT). Across 13 historical disclosure records tracked on Prilago ($76.2M total parsed USD across disclosed rows), the median disclosed amount is $5.2M (range: $4.0M to $10.0M).

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

Halvorsen Family Foundation has disclosed records across Venture Capital, Real Estate, Buyout, Infrastructure, Private Credit. Open preview records include Alta Partners NextGen Fund I LP (2025 Vintage), Kinterra Critical Materials & Infrastructure Opportunities Fund II (2025 Vintage), TPG Angelo Gordon Twin Brook Capital Fund II (2025 Vintage), KKR Real Estate Credit Opportunities III (2025 Vintage).

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

Records for Halvorsen 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 Halvorsen Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/halvorsen-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 Halvorsen Family Foundation?

In Prilago's bilateral commitment graph, Halvorsen Family Foundation shares resolved underlying fund vehicles with 474 institutional LPs across 13 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 (2 shared vehicles, e.g. Khosla Ventures VIII (2023 Vintage)), University of Texas (UTIMCO) (2 shared vehicles, e.g. Alta Partners NextGen Fund I LP (2025 Vintage)), UC Regents (2 shared vehicles, e.g. TPG Angelo Gordon Twin Brook Capital Fund II (2024 Vintage)).

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