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

Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust

$4.8B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($310.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Distressed / Special Situations, Venture Capital (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$310.8M
Total AUM: $4.8B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $34.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 Hilton Head Weatherby Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Cloud Capital II Real Estate 2025
$17.0M
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)
Davidson Kempner Capital Management, LP Distressed / Special Situations 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)
Coefficient Capital Fund II, LP Buyout 2025
$14.0M
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 Credit Opportunities IV Real Estate 2023
$27.0M
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)
Two Sigma Ventur IV Venture Capital 2022
$34.5M
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 Hilton Head Weatherby 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 Hilton Head Weatherby Philanthropic Foundation & Charitable Trust (Private Foundation, $4.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.5% vs. 17.3% Actual; $105.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$48M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.5% vs 17.3% actual on $4.8B total assets). Gatekeeper / Intake Conduit: WTW (Willis Towers Watson).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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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 Hilton Head Weatherby Philanthropic Foundation & Charitable Trust

354 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Haverford Hilton Head Weatherby 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 3 Shared Vehicles

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Two Sigma Ventur IV (2022 Vintage)
Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust: $34.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory: $89.5M · SEC Form ADV 7.B

Additional shared vehicles: Twin Brook Direct Lending Fund IV (2022 Vintage) · Valor Equity Partners IV, LP (2017 Vintage)

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

DUMAC (Duke University Endowment)

University Endowment Durham, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Valar Velocity Fund 2 LP (2020 Vintage)
Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust: $17.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
DUMAC (Duke University Endowment): $103.5M · IRS Form 990 Sched D

Additional shared vehicles: Two Sigma Ventur IV (2022 Vintage) · Valor Equity Partners IV, LP (2017 Vintage)

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

Nicosia Cyprus Bucksport Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Real Estate Credit Opportunities IV (2023 Vintage)
Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust: $27.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Nicosia Cyprus Bucksport Sovereign Strategic Investment Fund: $18.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KKR Lending Partners II (2022 Vintage) · Valor Equity Partners IV, LP (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+351 Additional Institutional LPs Report Shared Vehicles with Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (354 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 Hilton Head Weatherby Philanthropic Foundation & Charitable Trust

Buyout LPs →Real Estate LPs →Private Credit LPs →Distressed / Special Situations LPs →Venture Capital LPs →

Frequently Asked Questions: Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust

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

Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Pennsylvania; Headquarters: Haverford, PA). Across 16 historical disclosure records tracked on Prilago ($310.8M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $34.5M).

Which private-market strategies appear in Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust's public disclosures?

Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Real Estate, Private Credit, Distressed / Special Situations, Venture Capital. Open preview records include Cloud Capital II (2025 Vintage), Davidson Kempner Capital Management, LP (2025 Vintage), Coefficient Capital Fund II, LP (2025 Vintage), KKR Real Estate Credit Opportunities IV (2023 Vintage).

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

Records for Haverford Hilton Head Weatherby 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 Hilton Head Weatherby Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/haverford-hilton-head-weatherby-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 Hilton Head Weatherby Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Haverford Hilton Head Weatherby Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 354 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 Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. Two Sigma Ventur IV (2022 Vintage)), DUMAC (Duke University Endowment) (3 shared vehicles, e.g. Valar Velocity Fund 2 LP (2020 Vintage)), Nicosia Cyprus Bucksport Sovereign Strategic Investment Fund (3 shared vehicles, e.g. KKR Real Estate Credit Opportunities IV (2023 Vintage)).

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