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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Fircrest, WA

Names Family Foundation

$0.2B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($51.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Multi-Strategy, 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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$51.3M
Total AUM: $0.2B
Median Holding / Carrying Value
$3.3M
Range: $2.8M – $6.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Names Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Silver Point Specialty Credit Fund II LP Private Credit 2025
$3.3M
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)
Cohere Capital Fund II, L.P. Buyout 2025
$3.1M
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)
BentallGreenOak Europe IV, 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)
Woodline Spire Fund LP Multi-Strategy 2024
$3.8M
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)
Bridgepoint Europe VII L.P. Buyout 2024
$2.8M
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 — Names Family Foundation

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

Allocation-Policy / Pacing Update

Names Family Foundation (Private Foundation, $0.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 21.4% Actual; $1.1M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 94-3250195) verified $0.18B endowment (~$9M statutory 5% annual grant payout); ~$8M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Fiducient Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 — Names Family Foundation

613 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Names Family Foundation (14 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

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2024 Vintage)
Names Family Foundation: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Washington State Investment Board: $196.8M · CAFR / Board Packet (ir063025, p.2)

Additional shared vehicles: H&F Invest IX (2023 Vintage) · H&F Executives X (2022 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)
KKR Infrastructure Fund IV (2020 Vintage)
Names Family Foundation: $3.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
New York State Common Retirement Fund: $200.0M · CAFR / Board Packet (2021 ACFR p.129)

Additional shared vehicles: Bridgepoint Europe VII (2024 Vintage) · Blackstone Core Equity Partners - NY, LP (2018 Vintage)

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

Ascension Investment Management (Ascension Health)

OCIO / Wealth RIA St. Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Point Specialty Credit II (2024 Vintage)
Names Family Foundation: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Ascension Investment Management (Ascension Health): $15.0M · SEC Form ADV 7.B

Additional shared vehicles: H&F Invest IX (2023 Vintage) · H&F Executives X (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+610 Additional Institutional LPs Report Shared Vehicles with Names Family Foundation

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 Names Family Foundation

You are viewing 5 open public preview records (out of 14 total tracked records for Names Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (613 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 Names Family Foundation

Buyout LPs →Venture Capital LPs →Private Credit LPs →Multi-Strategy LPs →Growth Equity LPs →

Frequently Asked Questions: Names Family Foundation

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

Names Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Fircrest, WA). Across 14 historical disclosure records tracked on Prilago ($51.3M total parsed USD across disclosed rows), the median disclosed amount is $3.3M (range: $2.8M to $6.0M).

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

Names Family Foundation has disclosed records across Buyout, Venture Capital, Private Credit, Multi-Strategy, Growth Equity. Open preview records include Silver Point Specialty Credit Fund II LP (2025 Vintage), Cohere Capital Fund II, L.P. (2025 Vintage), BentallGreenOak Europe IV, LP (2025 Vintage), Woodline Spire Fund LP (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Names Family Foundation shares resolved underlying fund vehicles with 613 institutional LPs across 14 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 Washington State Investment Board (3 shared vehicles, e.g. Bridgepoint Europe VII (2024 Vintage)), New York State Common Retirement Fund (3 shared vehicles, e.g. KKR Infrastructure Fund IV (2020 Vintage)), Ascension Investment Management (Ascension Health) (3 shared vehicles, e.g. Silver Point Specialty Credit II (2024 Vintage)).

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