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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Cleveland, TN

Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust

$5.3B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($422.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Infrastructure, Private Equity (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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$422.0M
Total AUM: $5.3B
Median Holding / Carrying Value
$21.2M
Range: $13.0M – $39.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Ares Corporate Opportunities Fund IX Private Credit 2025
$28.5M
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)
BSCP Institutional Fund II, L.P. Private Credit 2025
$15.0M
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)
SEP Diamond Fund, L.P. 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)
Ares Credit Opportunities Fund IV Private Credit 2022
$31.8M
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)
Ares Capital Solutions Fund II Private Credit 2022
$26.5M
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 — Hiwassee Bitterroot Stanfield 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

Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust (Private Foundation, $5.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.4% Actual; $137.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$62M–$117M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.0% vs 17.4% actual on $5.3B total assets). Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 — Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust

394 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust (19 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 7 Shared Vehicles

Grand Traverse Hampton Roads Sandberg Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Corporate Opportunities Fund IX (2023 Vintage)
Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust: $28.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Grand Traverse Hampton Roads Sandberg Private Markets Primary & GP Seeder Fund-of-Funds: $65.2M · SEC Form ADV 7.B

Additional shared vehicles: Ares Credit Opportunities Fund IV (2022 Vintage) · Ares Capital Solutions Fund II (2022 Vintage)

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

W.R. Berkley General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Credit Opportunities Fund IV (2022 Vintage)
Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust: $31.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
W.R. Berkley General Account: $51.0M · SEC EDGAR Filing

Additional shared vehicles: Ares Corporate Opportunities Fund IX (2023 Vintage) · Ares Capital Solutions Fund II (2022 Vintage)

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

Fayetteville Greenbrier Holmberg University Foundation & Endowment Pool

University Endowment Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Capital Solutions Fund II (2022 Vintage)
Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust: $26.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Fayetteville Greenbrier Holmberg University Foundation & Endowment Pool: $37.0M · IRS Form 990 Sched D

Additional shared vehicles: Ares Corporate Opportunities Fund IX (2023 Vintage) · Ares Credit Opportunities Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+391 Additional Institutional LPs Report Shared Vehicles with Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 19 total tracked records for Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (394 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 Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust

Private Credit LPs →Buyout LPs →Real Estate LPs →Infrastructure LPs →Private Equity LPs →

Frequently Asked Questions: Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Cleveland, TN). Across 19 historical disclosure records tracked on Prilago ($422.0M total parsed USD across disclosed rows), the median disclosed amount is $21.2M (range: $13.0M to $39.0M).

Which private-market strategies appear in Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust's public disclosures?

Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Buyout, Real Estate, Infrastructure, Private Equity. Open preview records include Ares Corporate Opportunities Fund IX (2025 Vintage), BSCP Institutional Fund II, L.P. (2025 Vintage), SEP Diamond Fund, L.P. (2025 Vintage), Ares Credit Opportunities Fund IV (2022 Vintage).

How are Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Hiwassee Bitterroot Stanfield 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 Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hiwassee-bitterroot-stanfield-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 Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Hiwassee Bitterroot Stanfield Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 394 institutional LPs across 19 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 Grand Traverse Hampton Roads Sandberg Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. Ares Corporate Opportunities Fund IX (2023 Vintage)), W.R. Berkley General Account (7 shared vehicles, e.g. Ares Credit Opportunities Fund IV (2022 Vintage)), Fayetteville Greenbrier Holmberg University Foundation & Endowment Pool (7 shared vehicles, e.g. Ares Capital Solutions Fund II (2022 Vintage)).

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