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Private Foundation TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule) Roadshow Hub: Boston, MA HQ: Boston, MA

The Charles F and Beatrice D Adams Charitable Trust

$0.1B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($1.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 1 complete primary source trail is open below without registration.

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Disclosed Records
1
1 Open Source Trail Below
Sum of Disclosed Rows
$1.6M
Total AUM: $0.1B
Median Holding / Carrying Value
$1.6M
Range: $1.6M – $1.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/1)
1 Gatekeepers · 1 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 — The Charles F and Beatrice D Adams Charitable Trust

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for The Charles F and Beatrice D Adams Charitable Trust (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
Enterprise Products Partners LP Buyout 2024
$1.6M
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 (Part II, Line 13 Investments Schedule)
100% of Indexed Public Disclosure Rows Shown Above (1/1): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — The Charles F and Beatrice D Adams Charitable Trust

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 — The Charles F and Beatrice D Adams Charitable Trust

2 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Charles F and Beatrice D Adams Charitable Trust (1 shared vehicles tracked; showing top 2 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 1 Shared Vehicle

Aja Foundation

Private Foundation Las Vegas, NV
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Enterprise Products Partners (2024 Vintage)
The Charles F and Beatrice D Adams Charitable Trust: $1.6M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Aja Foundation: $1.2M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Brothers Ashkenazi Foundation Inc.

Private Foundation Long Branch, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Enterprise Products Partners (2024 Vintage)
The Charles F and Beatrice D Adams Charitable Trust: $1.6M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Brothers Ashkenazi Foundation Inc.: $181K (Carrying Value (Form 990 / 990-PF)) · TY2026 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for The Charles F and Beatrice D Adams Charitable Trust

You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for The Charles F and Beatrice D Adams Charitable Trust are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (2 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by The Charles F and Beatrice D Adams Charitable Trust

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Frequently Asked Questions: The Charles F and Beatrice D Adams Charitable Trust

What type of institutional allocator is The Charles F and Beatrice D Adams Charitable Trust and what is their typical disclosed ticket size?

The Charles F and Beatrice D Adams Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Boston, MA; Headquarters: Boston, MA). Across 1 historical disclosure records tracked on Prilago ($1.6M total parsed USD across disclosed rows), the median disclosed amount is $1.6M (range: $1.6M to $1.6M).

Which private-market strategies appear in The Charles F and Beatrice D Adams Charitable Trust's public disclosures?

The Charles F and Beatrice D Adams Charitable Trust has disclosed records across Buyout. Open preview records include Enterprise Products Partners LP (2024 Vintage).

How are The Charles F and Beatrice D Adams Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for The Charles F and Beatrice D Adams Charitable Trust cite primary public disclosures (TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)), and visitors can inspect 1 open source trail 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 The Charles F and Beatrice D Adams Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-charles-f-and-beatrice-d-adams-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 The Charles F and Beatrice D Adams Charitable Trust?

In Prilago's bilateral commitment graph, The Charles F and Beatrice D Adams Charitable Trust shares resolved underlying fund vehicles with 2 institutional LPs across 1 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 Aja Foundation (1 shared vehicle, e.g. Enterprise Products Partners (2024 Vintage)), Brothers Ashkenazi Foundation Inc. (1 shared vehicle, e.g. Enterprise Products Partners (2024 Vintage)).

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