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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Texas HQ: Flower Mound, TX

Sook Family Foundation

$0.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($44.1M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Direct Lending, Secondaries, Distressed / Special Situations (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
$44.1M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.8M
Range: $2.3M – $5.0M
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 — Sook 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
Weathergage Venture Capital II Venture Capital 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)
Berkshire Multifamily Credit Fund IV, L.P. Direct Lending 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)
Transwestern Strategic Partners Fund III, LP Secondaries 2025
$2.6M
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)
GTCR Partners XIII/B LP Buyout 2024
$2.3M
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)
Union Square Ventures 2024 Fund Venture Capital 2024
$5.0M
Reported carrying value (Form 990-PF) · As of December 2023
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

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

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

Allocation-Policy / Pacing Update

Sook Family Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.0% vs. 24.4% Actual; $0.4M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 85-3330050) verified $0.07B endowment (~$3M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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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 — Sook Family Foundation

443 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sook 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

Pennsylvania SERS

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Weathergage Venture Capital II (2025 Vintage)
Sook Family Foundation: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Pennsylvania SERS: $25.0M · CAFR / Board Packet (june-30-2025%20acfr, p.5)

Additional shared vehicles: Kayne Anderson Energy Infrastructure Fund IX (2020 Vintage) · Accel Growth Fund VI (2020 Vintage)

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

Burlingame Briarcliff Thornton Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Burlingame, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Berkshire Multifamily Credit Fund IV (2024 Vintage)
Sook Family Foundation: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Burlingame Briarcliff Thornton Industrial Consolidated Master Retirement Trust: $37.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Kayne Anderson Energy Infrastructure Fund IX (2020 Vintage) · Kayne Anderson Energy Fund VII (2016 Vintage)

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

Trinity College (Hartford) Endowment

University Endowment North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Union Square Ventures 2024 Fund (2024 Vintage)
Sook Family Foundation: $5.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Trinity College (Hartford) Endowment: $12.0M · IRS Form 990 Sched D

Additional shared vehicles: 5AM Ventures VII (2022 Vintage) · Horsley Bridge XIII Venture (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+440 Additional Institutional LPs Report Shared Vehicles with Sook 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 Sook Family Foundation

You are viewing 5 open public preview records (out of 14 total tracked records for Sook 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 (443 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 Sook Family Foundation

Venture Capital LPs →Buyout LPs →Direct Lending LPs →Secondaries LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Sook Family Foundation

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

Sook Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Texas; Headquarters: Flower Mound, TX). Across 14 historical disclosure records tracked on Prilago ($44.1M total parsed USD across disclosed rows), the median disclosed amount is $2.8M (range: $2.3M to $5.0M).

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

Sook Family Foundation has disclosed records across Venture Capital, Buyout, Direct Lending, Secondaries, Distressed / Special Situations. Open preview records include Weathergage Venture Capital II (2025 Vintage), Berkshire Multifamily Credit Fund IV, L.P. (2025 Vintage), Transwestern Strategic Partners Fund III, LP (2025 Vintage), GTCR Partners XIII/B LP (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Sook Family Foundation shares resolved underlying fund vehicles with 443 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 Pennsylvania SERS (3 shared vehicles, e.g. Weathergage Venture Capital II (2025 Vintage)), Burlingame Briarcliff Thornton Industrial Consolidated Master Retirement Trust (3 shared vehicles, e.g. Berkshire Multifamily Credit Fund IV (2024 Vintage)), Trinity College (Hartford) Endowment (3 shared vehicles, e.g. Union Square Ventures 2024 Fund (2024 Vintage)).

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