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

Simons Foundation

$5.6B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($669.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Real Estate, Private Equity, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$669.6M
Total AUM: $5.6B
Median Holding / Carrying Value
$29.5M
Range: $15.0M – $41.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Simons Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
TRF IV Continuation Fund LP Private Equity 2024
$41.2M
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)
Lincoln Plaza Fund, L.P. Private Equity 2024
$39.2M
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)
Gryphon Partners VI, L.P. Buyout 2024
$35.0M
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)
IGP Gaming and Entertainment Fund I Buyout 2023
$17.5M
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)
Cornwall Domestic, LP Buyout 2023
$30.0M
Reported carrying value (Form 990-PF) · As of December 2024
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2024 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Simons Foundation

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

Allocation-Policy / Pacing Update

Simons Foundation (Private Foundation, $5.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 24.2% Actual; $-67.2M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 13-3751777) verified $5.60B endowment (~$280M statutory 5% annual grant payout); ~$252M annual Private Equity, Venture Capital & Private Credit pacing ($15M-$50M typical GP check). Gatekeeper / Intake Conduit: Euclidean / Internal CIO Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Simons Foundation

620 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Simons Foundation (24 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 12 Shared Vehicles

Eaton Vance Management

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGS Infrastructure Fund II (2023 Vintage)
Simons Foundation: $21.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Eaton Vance Management: $87.5M · SEC Form ADV 7.B

Additional shared vehicles: IGP Gaming and Entertainment Fund I (2023 Vintage) · IGS Infrastructure Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGP Gaming and Entertainment Fund I (2023 Vintage)
Simons Foundation: $17.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust: $41.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IGS Infrastructure Fund II (2023 Vintage) · IGS Infrastructure Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Huntington Cowlitz Delacroix Regional Health System Master Investment Pool

Healthcare / Hospital System Huntington, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGS Infrastructure Fund IV (2022 Vintage)
Simons Foundation: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Huntington Cowlitz Delacroix Regional Health System Master Investment Pool: $32.0M · IRS Form 990 Sched D

Additional shared vehicles: IGS Infrastructure Fund II (2023 Vintage) · IGP Gaming and Entertainment Fund I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+617 Additional Institutional LPs Report Shared Vehicles with Simons Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Simons Foundation

You are viewing 5 open public preview records (out of 25 total tracked records for Simons Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (620 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 Simons Foundation

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

Frequently Asked Questions: Simons Foundation

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

Simons Foundation is categorized under Private Foundation (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 25 historical disclosure records tracked on Prilago ($669.6M total parsed USD across disclosed rows), the median disclosed amount is $29.5M (range: $15.0M to $41.2M).

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

Simons Foundation has disclosed records across Buyout, Infrastructure, Real Estate, Private Equity, Growth Equity. Open preview records include TRF IV Continuation Fund LP (2024 Vintage), Lincoln Plaza Fund, L.P. (2024 Vintage), Gryphon Partners VI, L.P. (2024 Vintage), IGP Gaming and Entertainment Fund I (2023 Vintage).

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

Records for Simons 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 Simons Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/simons-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 Simons Foundation?

In Prilago's bilateral commitment graph, Simons Foundation shares resolved underlying fund vehicles with 620 institutional LPs across 24 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 Eaton Vance Management (12 shared vehicles, e.g. IGS Infrastructure Fund II (2023 Vintage)), Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust (12 shared vehicles, e.g. IGP Gaming and Entertainment Fund I (2023 Vintage)), Huntington Cowlitz Delacroix Regional Health System Master Investment Pool (12 shared vehicles, e.g. IGS Infrastructure Fund IV (2022 Vintage)).

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