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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: New York, NY HQ: New York, NY

Josiah Macy Jr. Foundation

$0.3B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($106.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Private Credit, Growth 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$106.0M
Total AUM: $0.3B
Median Holding / Carrying Value
$6.6M
Range: $5.0M – $12.0M
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 — Josiah Macy Jr. Foundation

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
Helios Investors III LP Private Equity 2025
$6.6M
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)
True Ventures IV LP Venture Capital 2025
$6.3M
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)
Mosaic Ventures I LP Venture Capital 2025
$5.6M
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)
Green Equity Investors XI Buyout 2024
$7.6M
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)
Linden Capital Partners II, L.P. Buyout 2024
$7.1M
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 — Josiah Macy Jr. Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Josiah Macy Jr. Foundation (Private Foundation, $0.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 19.6% Actual; $-2.1M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 13-5596895) verified $0.35B endowment (~$18M statutory 5% annual grant payout); ~$16M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: TIFF Investment Management.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Josiah Macy Jr. Foundation

451 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Josiah Macy Jr. Foundation (15 shared vehicles tracked; showing top 3 bilateral overlaps).

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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

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Helios Investors III LP (2024 Vintage)
Josiah Macy Jr. Foundation: $6.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
University of Texas (UTIMCO): $40.5M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.50)

Additional shared vehicles: True Ventures Iv Lp (2024 Vintage) · Mosaic Ventures I LP (2024 Vintage)

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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clearlake Opportunities Partners III (2024 Vintage)
Josiah Macy Jr. Foundation: $5.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New York State Common Retirement Fund: $250.0M · CAFR / Board Packet (NYSCRF PE Commitments)

Additional shared vehicles: Helios Investors III LP (2024 Vintage) · KKR Lending Partners V (2023 Vintage)

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

General Motors Hourly-Rate & Salaried Employees Pension Trust

Corporate Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SignalFire Sage Fund, L.P. (2023 Vintage)
Josiah Macy Jr. Foundation: $7.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
General Motors Hourly-Rate & Salaried Employees Pension Trust: $134.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sierra Ventures XIII (2022 Vintage) · Sierra Partners, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+448 Additional Institutional LPs Report Shared Vehicles with Josiah Macy Jr. Foundation

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Request Pilot Access to Full Workspace Data for Josiah Macy Jr. Foundation

You are viewing 5 open public preview records (out of 15 total tracked records for Josiah Macy Jr. Foundation) 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 (451 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 Josiah Macy Jr. Foundation

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

Frequently Asked Questions: Josiah Macy Jr. Foundation

What type of institutional allocator is Josiah Macy Jr. Foundation and what is their typical disclosed ticket size?

Josiah Macy Jr. Foundation is categorized under Private Foundation (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 15 historical disclosure records tracked on Prilago ($106.0M total parsed USD across disclosed rows), the median disclosed amount is $6.6M (range: $5.0M to $12.0M).

Which private-market strategies appear in Josiah Macy Jr. Foundation's public disclosures?

Josiah Macy Jr. Foundation has disclosed records across Buyout, Private Equity, Venture Capital, Private Credit, Growth Equity. Open preview records include Helios Investors III LP (2025 Vintage), True Ventures IV LP (2025 Vintage), Mosaic Ventures I LP (2025 Vintage), Green Equity Investors XI (2024 Vintage).

How are Josiah Macy Jr. Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Josiah Macy Jr. Foundation cite primary public disclosures (TY2025 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 Josiah Macy Jr. Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/josiah-macy-jr-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Josiah Macy Jr. Foundation?

In Prilago's bilateral commitment graph, Josiah Macy Jr. Foundation shares resolved underlying fund vehicles with 451 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 University of Texas (UTIMCO) (4 shared vehicles, e.g. Helios Investors III LP (2024 Vintage)), New York State Common Retirement Fund (3 shared vehicles, e.g. Clearlake Opportunities Partners III (2024 Vintage)), General Motors Hourly-Rate & Salaried Employees Pension Trust (3 shared vehicles, e.g. SignalFire Sage Fund, L.P. (2023 Vintage)).

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