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

Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust

$4.1B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($282.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Venture Capital, Distressed / Special Situations (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$282.6M
Total AUM: $4.1B
Median Holding / Carrying Value
$18.0M
Range: $13.0M – $30.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Pennybacker Critical Infrastructure Partners I, LP Infrastructure 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)
Blue Owl Strategic Equity Partners, LP Distressed / Special Situations 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)
HighVista Credit II Private Credit 2025
$23.6M
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)
Brookfield REF IV Private Equity 2025
$19.6M
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)
Contour Venture Partners V-A, LP Venture Capital 2023
$13.0M
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 — Holston Cape Henlopen Breckenridge 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

Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust (Private Foundation, $4.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% Actual; $73.8M 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 18.2% actual on $4.1B total assets). Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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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 — Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust

467 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust (15 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 4 Shared Vehicles

Bratislava Slovakia Gaston Sovereign Strategic Investment Fund

Sovereign Wealth Fund Bratislava, Slovakia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield REF IV (2023 Vintage)
Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust: $19.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Bratislava Slovakia Gaston Sovereign Strategic Investment Fund: $59.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Global Transition Fund I (2022 Vintage) · Brookfield Capital Partners VII (2022 Vintage)

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

Angeles Investment Advisors

OCIO / Wealth RIA Santa Monica, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Global Transition Fund I (2022 Vintage)
Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust: $21.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Angeles Investment Advisors: $17.2M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield REF IV (2023 Vintage) · Brookfield Capital Partners VII (2022 Vintage)

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

Finger Lakes Harbor Springs Rutherford University Foundation & Endowment Pool

University Endowment New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Capital Partners VII (2022 Vintage)
Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust: $19.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Finger Lakes Harbor Springs Rutherford University Foundation & Endowment Pool: $30.5M · IRS Form 990 Sched D

Additional shared vehicles: Brookfield REF IV (2023 Vintage) · Brookfield Global Transition Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+464 Additional Institutional LPs Report Shared Vehicles with Holston Cape Henlopen Breckenridge 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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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 15 total tracked records for Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (467 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 Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust

Buyout LPs →Infrastructure LPs →Private Credit LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust

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

Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Bristol, TN). Across 15 historical disclosure records tracked on Prilago ($282.6M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $30.1M).

Which private-market strategies appear in Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust's public disclosures?

Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Infrastructure, Private Credit, Venture Capital, Distressed / Special Situations. Open preview records include Pennybacker Critical Infrastructure Partners I, LP (2025 Vintage), Blue Owl Strategic Equity Partners, LP (2025 Vintage), HighVista Credit II (2025 Vintage), Brookfield REF IV (2025 Vintage).

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

Records for Holston Cape Henlopen Breckenridge 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 Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/holston-cape-henlopen-breckenridge-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 Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Holston Cape Henlopen Breckenridge Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 467 institutional LPs across 15 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 Bratislava Slovakia Gaston Sovereign Strategic Investment Fund (4 shared vehicles, e.g. Brookfield REF IV (2023 Vintage)), Angeles Investment Advisors (4 shared vehicles, e.g. Brookfield Global Transition Fund I (2022 Vintage)), Finger Lakes Harbor Springs Rutherford University Foundation & Endowment Pool (4 shared vehicles, e.g. Brookfield Capital Partners VII (2022 Vintage)).

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