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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Santa Rosa, CA HQ: Santa Rosa, CA

Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust

$2.3B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($237.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Secondaries, 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
$237.0M
Total AUM: $2.3B
Median Holding / Carrying Value
$15.0M
Range: $11.0M – $18.0M
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 — Healdsburg Boise Basin Caldwell 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
Pantheon Cr Opp III Private Credit 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)
Alpine Investors Iceman CV (-A) LP Buyout 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)
Alpine Investors IX-A 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)
Blackstone Topaz Fund, LP Private Equity 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)
AlpInvest Secondary Opportunities Fund VIII Secondaries 2024
$14.5M
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 — Healdsburg Boise Basin Caldwell 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

Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust (Private Foundation, $2.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.8% Actual; $50.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.0% vs 17.8% actual on $2.3B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 — Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust

396 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust (16 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

Evercore Wealth Management

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Secondaries Program VII (2025 Vintage)
Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust: $13.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Evercore Wealth Management: $45.0M · SEC Form ADV 7.B

Additional shared vehicles: Alpine Investors Iceman CV (-A) LP (2024 Vintage) · AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alpine Investors Iceman CV (-A) LP (2024 Vintage)
Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds: $61.0M · SEC Form ADV 7.B

Additional shared vehicles: AlpInvest Secondaries Program VII (2025 Vintage) · AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)
Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust: $14.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory: $53.5M · SEC Form ADV 7.B

Additional shared vehicles: AlpInvest Secondaries Program VII (2025 Vintage) · Alpine Investors Iceman CV (-A) LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+393 Additional Institutional LPs Report Shared Vehicles with Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Healdsburg Boise Basin Caldwell 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 (396 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 Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Santa Rosa, CA; Headquarters: Santa Rosa, CA). Across 16 historical disclosure records tracked on Prilago ($237.0M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $11.0M to $18.0M).

Which private-market strategies appear in Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust's public disclosures?

Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Private Credit, Private Equity, Secondaries, Venture Capital. Open preview records include Pantheon Cr Opp III (2025 Vintage), Alpine Investors Iceman CV (-A) LP (2025 Vintage), Alpine Investors IX-A LP (2025 Vintage), Blackstone Topaz Fund, LP (2025 Vintage).

How are Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Healdsburg Boise Basin Caldwell 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 Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/healdsburg-boise-basin-caldwell-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 Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Healdsburg Boise Basin Caldwell Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 396 institutional LPs across 16 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 Evercore Wealth Management (5 shared vehicles, e.g. AlpInvest Secondaries Program VII (2025 Vintage)), Cape May Coldwater Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Alpine Investors Iceman CV (-A) LP (2024 Vintage)), Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory (4 shared vehicles, e.g. AlpInvest Secondary Opportunities Fund VIII (2024 Vintage)).

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