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Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Newton, MA HQ: Newton, MA

Richard & Susan Smith Family Foundation

$0.4B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($127.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$127.0M
Total AUM: $0.4B
Median Holding / Carrying Value
$9.9M
Range: $5.0M – $26.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — Richard & Susan Smith Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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 Holding / Invested Value Disclosed Performance Primary Source Trail
Ra Capital Healthcare Fund, LP Buyout 2024
$26.2M
Reported carrying value (Form 990-PF) · As of April 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Westcap Strategic Operator US Feeder Fund, L.P.Feeder Vehicle Buyout 2024
$17.3M
Reported carrying value (Form 990-PF) · As of April 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Chestnut Hedge Fund LLC Buyout 2024
$15.0M
Reported carrying value (Form 990-PF) · As of April 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Mfn Partners LP Buyout 2024
$11.6M
Reported carrying value (Form 990-PF) · As of April 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Abdiel Qualified Offshore Partners LP Buyout 2024
$10.8M
Reported carrying value (Form 990-PF) · As of April 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Richard & Susan Smith Family Foundation

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Richard & Susan Smith Family Foundation

8 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Richard & Susan Smith Family Foundation (6 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 2 Shared Vehicles

The Nancy Lurie Marks Family Foundation

Family Office / MFO Wellesley, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Chestnut Hedge Fund LLC (2024 Vintage)
Richard & Susan Smith Family Foundation: $15.0M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
The Nancy Lurie Marks Family Foundation: $7.8M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D

Additional shared vehicles: Riva Capital Partners IV LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hillhouse Fund IV LP (2024 Vintage)
Richard & Susan Smith Family Foundation: $5.0M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
University of Texas (UTIMCO): $72.6M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.50)
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Orange County Employees Retirement System

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
WestCap Strategic Operator Fund II (2021 Vintage)
Richard & Susan Smith Family Foundation: $7.1M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Orange County Employees Retirement System: $25.0M · CAFR / Board Packet (2q 25 ocers private equity portfolio summary, p.10)
Potential introduction path · LPAC unconfirmed View LP Profile →

+5 Additional Institutional LPs Report Shared Vehicles with Richard & Susan Smith 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 Richard & Susan Smith Family Foundation

You are viewing 5 open public preview records (out of 12 total tracked records for Richard & Susan Smith Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (8 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Strategies Disclosed by Richard & Susan Smith Family Foundation

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Frequently Asked Questions: Richard & Susan Smith Family Foundation

What type of institutional allocator is Richard & Susan Smith Family Foundation and what is their typical disclosed ticket size?

Richard & Susan Smith Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Newton, MA; Headquarters: Newton, MA). Across 12 historical disclosure records tracked on Prilago ($127.0M total parsed USD across disclosed rows), the median disclosed amount is $9.9M (range: $5.0M to $26.2M).

Which private-market strategies appear in Richard & Susan Smith Family Foundation's public disclosures?

Richard & Susan Smith Family Foundation has disclosed records across Buyout. Open preview records include Ra Capital Healthcare Fund, LP (2024 Vintage), Westcap Strategic Operator US Feeder Fund, L.P. (2024 Vintage), Chestnut Hedge Fund LLC (2024 Vintage), Mfn Partners LP (2024 Vintage).

How are Richard & Susan Smith Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Richard & Susan Smith Family Foundation cite primary public disclosures (IRS Form 990 Sched D), 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 Richard & Susan Smith Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/richard-and-susan-smith-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 Richard & Susan Smith Family Foundation?

In Prilago's bilateral commitment graph, Richard & Susan Smith Family Foundation shares resolved underlying fund vehicles with 8 institutional LPs across 6 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 The Nancy Lurie Marks Family Foundation (2 shared vehicles, e.g. Chestnut Hedge Fund LLC (2024 Vintage)), University of Texas (UTIMCO) (1 shared vehicle, e.g. Hillhouse Fund IV LP (2024 Vintage)), Orange County Employees Retirement System (1 shared vehicle, e.g. WestCap Strategic Operator Fund II (2021 Vintage)).

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