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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Worcester, MA HQ: Worcester, MA

Stoddard Charitable Trust

$0.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($43.1M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Equity, Fund of Funds, Private Credit (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
$43.1M
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 — Stoddard Charitable Trust

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
Trident X, L.P. 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)
SEP Diamond Fund, L.P. Private Equity 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)
GIM LTE Hazel L.P. Private Equity 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)
HarbourVest Fund IX Fund of Funds 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)
AEA Investors SBF V 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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Stoddard Charitable Trust

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

Allocation-Policy / Pacing Update

Stoddard Charitable Trust (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 17.4% Actual; $0.3M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 46-023791) verified $0.05B endowment (~$3M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Stoddard Charitable Trust

489 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Stoddard Charitable Trust (14 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 4 Shared Vehicles

Trinity College (Hartford) Endowment

University Endowment North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trident X LP (2025 Vintage)
Stoddard Charitable Trust: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Trinity College (Hartford) Endowment: $7.3M · IRS Form 990 Sched D

Additional shared vehicles: Union Square Ventures 2024 Fund (2024 Vintage) · Revelstoke Capital Partners Fund III (2022 Vintage)

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

Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Fort Collins, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Equity Fund XI (2022 Vintage)
Stoddard Charitable Trust: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory: $52.0M · SEC Form ADV 7.B

Additional shared vehicles: Trident X LP (2025 Vintage) · Threshold Ventures III, L.P. (2019 Vintage)

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

Chesapeake Bay Dorchester Remington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GIM LTE Hazel L.P. (2024 Vintage)
Stoddard Charitable Trust: $2.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chesapeake Bay Dorchester Remington Private Markets Primary & GP Seeder Fund-of-Funds: $23.0M · SEC Form ADV 7.B

Additional shared vehicles: H&F Equity Fund XI (2022 Vintage) · Madison Square Fund II, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+486 Additional Institutional LPs Report Shared Vehicles with Stoddard Charitable Trust

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 Stoddard Charitable Trust

You are viewing 5 open public preview records (out of 14 total tracked records for Stoddard Charitable Trust) 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 (489 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 Stoddard Charitable Trust

Venture Capital LPs →Buyout LPs →Private Equity LPs →Fund of Funds LPs →Private Credit LPs →

Frequently Asked Questions: Stoddard Charitable Trust

What type of institutional allocator is Stoddard Charitable Trust and what is their typical disclosed ticket size?

Stoddard Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Worcester, MA; Headquarters: Worcester, MA). Across 14 historical disclosure records tracked on Prilago ($43.1M 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 Stoddard Charitable Trust's public disclosures?

Stoddard Charitable Trust has disclosed records across Venture Capital, Buyout, Private Equity, Fund of Funds, Private Credit. Open preview records include Trident X, L.P. (2025 Vintage), SEP Diamond Fund, L.P. (2025 Vintage), GIM LTE Hazel L.P. (2025 Vintage), HarbourVest Fund IX (2024 Vintage).

How are Stoddard Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Stoddard Charitable Trust 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 Stoddard Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/stoddard-charitable-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Stoddard Charitable Trust?

In Prilago's bilateral commitment graph, Stoddard Charitable Trust shares resolved underlying fund vehicles with 489 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 Trinity College (Hartford) Endowment (4 shared vehicles, e.g. Trident X LP (2025 Vintage)), Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. H&F Equity Fund XI (2022 Vintage)), Chesapeake Bay Dorchester Remington Private Markets Primary & GP Seeder Fund-of-Funds (3 shared vehicles, e.g. GIM LTE Hazel L.P. (2024 Vintage)).

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