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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Pennsylvania HQ: Haverford, PA

Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust

$4.0B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($325.6M 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$325.6M
Total AUM: $4.0B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $30.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Timber Coast Private Opportunities, L.P. Natural Resources 2025
$25.0M
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)
TorQuest Partners Fund VI Buyout 2025
$16.8M
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)
Blackstone Real Estate Partners XIII Real Estate 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)
KKR Real Estate Partners Europe III Real Estate 2025
$18.0M
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 (Investments Schedule)
Ardian Infrastructure Fund VI Infrastructure 2023
$17.0M
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 — Haverford Breckenridge Abernathy 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

Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust (Private Foundation, $4.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 18.3% Actual; $88.0M 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 $4.0B total assets). Gatekeeper / Intake Conduit: StepStone Group.

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 — Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust

327 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust (17 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 5 Shared Vehicles

Etf Architect

OCIO / Wealth RIA Newtown Square, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Timber Coast Private Opportunities, L.P. (2023 Vintage)
Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust: $25.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Etf Architect: $116.5M · SEC Form ADV 7.B

Additional shared vehicles: TorQuest Partners Fund VI (2023 Vintage) · Tishman Speyer Innovation Venture Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Cibc Private Wealth Advisors, Inc.

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TorQuest Partners Fund VI (2023 Vintage)
Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust: $16.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Cibc Private Wealth Advisors, Inc.: $145.8M · SEC Form ADV 7.B

Additional shared vehicles: Timber Coast Private Opportunities, L.P. (2023 Vintage) · Tishman Speyer Innovation Venture Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Tokio Marine & Nichido Fire General Account

Insurance Company Tokyo, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tishman Speyer Innovation Venture Fund II (2021 Vintage)
Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust: $22.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Tokio Marine & Nichido Fire General Account: $31.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Timber Coast Private Opportunities, L.P. (2023 Vintage) · TorQuest Partners Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+324 Additional Institutional LPs Report Shared Vehicles with Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust

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

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Request Pilot Access to Full Workspace Data for Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (327 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 Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Pennsylvania; Headquarters: Haverford, PA). Across 17 historical disclosure records tracked on Prilago ($325.6M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $30.1M).

Which private-market strategies appear in Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust's public disclosures?

Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust has disclosed records across Venture Capital, Real Estate, Buyout, Infrastructure, Private Credit. Open preview records include Timber Coast Private Opportunities, L.P. (2025 Vintage), TorQuest Partners Fund VI (2025 Vintage), Blackstone Real Estate Partners XIII (2025 Vintage), KKR Real Estate Partners Europe III (2025 Vintage).

How are Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Haverford Breckenridge Abernathy 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 Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/haverford-breckenridge-abernathy-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 Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Haverford Breckenridge Abernathy Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 327 institutional LPs across 17 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 Etf Architect (5 shared vehicles, e.g. Timber Coast Private Opportunities, L.P. (2023 Vintage)), Cibc Private Wealth Advisors, Inc. (5 shared vehicles, e.g. TorQuest Partners Fund VI (2023 Vintage)), Tokio Marine & Nichido Fire General Account (5 shared vehicles, e.g. Tishman Speyer Innovation Venture Fund II (2021 Vintage)).

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