Skip to main content
Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Massachusetts / New England HQ: Haverhill, MA

Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust

$5.7B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($538.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Real Estate, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$538.6M
Total AUM: $5.7B
Median Holding / Carrying Value
$22.5M
Range: $13.0M – $44.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
TPG Real Estate Partners III, LP 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)
VWH Partners IV LP Buyout 2025
$13.0M
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)
General Catalyst Group XIII Venture Capital 2024
$18.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Berkshire Multifamily Credit Fund IV Direct Lending 2024
$14.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Vistria Fund V Buyout 2023
$37.2M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Haverhill Des Plaines Bernstein 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

Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust (Private Foundation, $5.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.8% Actual; $125.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$56M–$107M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.8% actual on $5.7B total assets). Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust

457 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust (20 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 8 Shared Vehicles

Gettysburg Catoctin Fontaine Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vistria Fund V (2024 Vintage)
Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust: $37.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Gettysburg Catoctin Fontaine Industrial Consolidated Master Retirement Trust: $49.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Vista Equity Partners VIII-A (2023 Vintage) · Vistria Fund IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Belfast Invest Catoctin Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vista Equity Partners VIII-A (2023 Vintage)
Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust: $20.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Belfast Invest Catoctin Sovereign Strategic Investment Fund: $52.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Vistria Fund V (2024 Vintage) · Vistria Fund IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Towers Watson Investment Services, Inc.

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vistria Fund IV (2020 Vintage)
Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust: $34.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Towers Watson Investment Services, Inc.: $122.2M · SEC Form ADV 7.B

Additional shared vehicles: Vistria Fund V (2024 Vintage) · Vista Equity Partners VIII-A (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+454 Additional Institutional LPs Report Shared Vehicles with Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (457 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust and our interactive GP workspace.

Strategies Disclosed by Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust

Buyout LPs →Venture Capital LPs →Private Credit LPs →Real Estate LPs →Direct Lending LPs →

Frequently Asked Questions: Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Haverhill, MA). Across 22 historical disclosure records tracked on Prilago ($538.6M total parsed USD across disclosed rows), the median disclosed amount is $22.5M (range: $13.0M to $44.0M).

Which private-market strategies appear in Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust's public disclosures?

Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Venture Capital, Private Credit, Real Estate, Direct Lending. Open preview records include TPG Real Estate Partners III, LP (2025 Vintage), VWH Partners IV LP (2025 Vintage), General Catalyst Group XIII (2024 Vintage), Berkshire Multifamily Credit Fund IV (2024 Vintage).

How are Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Haverhill Des Plaines Bernstein 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 Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/haverhill-des-plaines-bernstein-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 Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Haverhill Des Plaines Bernstein Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 457 institutional LPs across 20 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 Gettysburg Catoctin Fontaine Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Vistria Fund V (2024 Vintage)), Belfast Invest Catoctin Sovereign Strategic Investment Fund (7 shared vehicles, e.g. Vista Equity Partners VIII-A (2023 Vintage)), Towers Watson Investment Services, Inc. (7 shared vehicles, e.g. Vistria Fund IV (2020 Vintage)).

Related Private Foundation & Massachusetts / New England Institutional LPs

Vermont Pension Investment Commission (VPIC) (446)Massachusetts PRIM (400)Connecticut Retirement (398)Rhode Island ERSRI (392)Maine PERS (328)Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (32)Duxbury Greenbrier Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (32)NEPC (32)Panagora Asset Management (32)Portfolio Advisors (FS Investments) (32)