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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Denver, CO

Mandarich Family Foundation

$0.1B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($45.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Secondaries, Growth Equity, 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$45.9M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.8M
Range: $2.2M – $5.0M
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 — Mandarich Family 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
Sweetwater Secondaries Fund IV L.P. Secondaries 2025
$2.8M
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)
Alpine Investors IX-A LP Buyout 2025
$2.8M
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)
Hopen Life Sciences Fund II, LP Buyout 2025
$2.3M
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)
Carlyle Global Credit Opportunities Fund II Private Credit 2024
$2.6M
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)
Avesi Partners II Buyout 2023
$3.2M
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 — Mandarich Family Foundation

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

Allocation-Policy / Pacing Update

Mandarich Family Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 24.0% vs. 22.2% Actual; $1.1M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 46-4325245) verified $0.06B endowment (~$3M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: FEG Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 — Mandarich Family Foundation

508 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Mandarich Family 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 3 Shared Vehicles

NYC Teachers (TRS)

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Global Credit Opportunities Fund II (2024 Vintage)
Mandarich Family Foundation: $2.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
NYC Teachers (TRS): $100.0M · CAFR / Board Packet (NYC Teachers' Retirement System, Board Meeting Minutes, September 2024)

Additional shared vehicles: Blue Owl Strategic Equity Fund VI (2023 Vintage) · Avenue Europe Special Situations Fund VI (2022 Vintage)

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

Door County Guadalupe Harrington Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avesi Partners II (2023 Vintage)
Mandarich Family Foundation: $3.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Door County Guadalupe Harrington Mutual & Casualty Insurance General Account: $68.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Avenue SSF VI (2023 Vintage) · Avenue Europe Special Situations Fund VI (2022 Vintage)

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

Ameritas Investment Partners, Inc.

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avenue SSF VI (2023 Vintage)
Mandarich Family Foundation: $2.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Ameritas Investment Partners, Inc.: $44.0M · SEC Form ADV 7.B

Additional shared vehicles: Avesi Partners II (2023 Vintage) · Avenue Europe Special Situations Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+505 Additional Institutional LPs Report Shared Vehicles with Mandarich Family Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 15 total tracked records for Mandarich Family 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 (508 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 Mandarich Family Foundation

Buyout LPs →Private Credit LPs →Secondaries LPs →Growth Equity LPs →Private Equity LPs →

Frequently Asked Questions: Mandarich Family Foundation

What type of institutional allocator is Mandarich Family Foundation and what is their typical disclosed ticket size?

Mandarich Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Denver, CO). Across 15 historical disclosure records tracked on Prilago ($45.9M total parsed USD across disclosed rows), the median disclosed amount is $2.8M (range: $2.2M to $5.0M).

Which private-market strategies appear in Mandarich Family Foundation's public disclosures?

Mandarich Family Foundation has disclosed records across Buyout, Private Credit, Secondaries, Growth Equity, Private Equity. Open preview records include Sweetwater Secondaries Fund IV L.P. (2025 Vintage), Alpine Investors IX-A LP (2025 Vintage), Hopen Life Sciences Fund II, LP (2025 Vintage), Carlyle Global Credit Opportunities Fund II (2024 Vintage).

How are Mandarich Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Mandarich Family 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 Mandarich Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mandarich-family-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 Mandarich Family Foundation?

In Prilago's bilateral commitment graph, Mandarich Family Foundation shares resolved underlying fund vehicles with 508 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 NYC Teachers (TRS) (3 shared vehicles, e.g. Carlyle Global Credit Opportunities Fund II (2024 Vintage)), Door County Guadalupe Harrington Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Avesi Partners II (2023 Vintage)), Ameritas Investment Partners, Inc. (3 shared vehicles, e.g. Avenue SSF VI (2023 Vintage)).

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