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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Poughkeepsie, NY HQ: Poughkeepsie, NY

Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust

$3.7B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($375.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Growth Equity, Private Credit, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$375.1M
Total AUM: $3.7B
Median Holding / Carrying Value
$16.9M
Range: $13.0M – $25.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Core Equity Fund IV 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)
Covenant Apartment X Instl LP Real Estate 2024
$17.0M
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)
EQT Exeter US Industrial Value Fund VII Real Estate 2024
$16.0M
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)
H.I.G. Capital Partners X Buyout 2023
$19.5M
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)
H.I.G. Middle Market Direct Lending Fund IV Private Credit 2023
$16.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Hudson Valley Haverford Fitzgerald 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

Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust (Private Foundation, $3.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.4% Actual; $96.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.4% actual on $3.7B total assets). Gatekeeper / Intake Conduit: Wilshire Advisors.

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 — Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust

397 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hudson Valley Haverford Fitzgerald 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

Brookline Ausable Harrington Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Capital Partners X (2024 Vintage)
Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust: $19.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Brookline Ausable Harrington Mutual & Casualty Insurance General Account: $45.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: H.I.G. Middle Market Direct Lending Fund IV (2023 Vintage) · H.I.G. Capital Partners XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Middle Market Direct Lending Fund IV (2023 Vintage)
Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory: $84.8M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Capital Partners X (2024 Vintage) · H.I.G. Capital Partners XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Fort Washington Investment Advisors

OCIO / Wealth RIA Cincinnati, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Capital Partners XI (2023 Vintage)
Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust: $15.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Fort Washington Investment Advisors: $126.0M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Capital Partners X (2024 Vintage) · H.I.G. Middle Market Direct Lending Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+394 Additional Institutional LPs Report Shared Vehicles with Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (397 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 Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Poughkeepsie, NY; Headquarters: Poughkeepsie, NY). Across 21 historical disclosure records tracked on Prilago ($375.1M total parsed USD across disclosed rows), the median disclosed amount is $16.9M (range: $13.0M to $25.9M).

Which private-market strategies appear in Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust's public disclosures?

Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Real Estate, Growth Equity, Private Credit, Private Equity. Open preview records include Core Equity Fund IV (2025 Vintage), Covenant Apartment X Instl LP (2024 Vintage), EQT Exeter US Industrial Value Fund VII (2024 Vintage), H.I.G. Capital Partners X (2023 Vintage).

How are Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Hudson Valley Haverford Fitzgerald 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 Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hudson-valley-haverford-fitzgerald-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 Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Hudson Valley Haverford Fitzgerald Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 397 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 Brookline Ausable Harrington Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. H.I.G. Capital Partners X (2024 Vintage)), Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. H.I.G. Middle Market Direct Lending Fund IV (2023 Vintage)), Fort Washington Investment Advisors (8 shared vehicles, e.g. H.I.G. Capital Partners XI (2023 Vintage)).

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