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Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Southeastern, PA HQ: Southeastern, PA

The Davenport Family Foundation

$0.1B Total AUM · Institutional LP profile covering 6 historical fund disclosure records ($12.0M 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
6
5 Open Source Trails Below
Sum of Disclosed Rows
$12.0M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.1M
Range: $909K – $3.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/6)
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 — The Davenport Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 6 total tracked records (+1 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
Oakmark International Fund 98118.152 Shares Buyout 2024
$3.2M
Reported carrying value (Form 990-PF) · As of December 2025
Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Gmo Quality Fund R6 65479.864 Shares 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 · IRS Form 990 Sched D
Wcm Focused International Growth Fund 84627.708 Shares Buyout 2024
$2.1M
Reported carrying value (Form 990-PF) · As of December 2025
Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Polen Growth Fund - Ins 58760.866 Shares Buyout 2024
$2.1M
Reported carrying value (Form 990-PF) · As of December 2025
Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Gmo Resources Fund R6 64589.761 Shares Buyout 2024
$1.4M
Reported carrying value (Form 990-PF) · As of December 2025
Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — The Davenport 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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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 6 total tracked records for The Davenport Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 6 tracked historical disclosure records (+1 gated rows) & field-level provenance
  • Disclosed fund performance & as-of reporting schedules
  • 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 The Davenport Family Foundation

Frequently Asked Questions: The Davenport Family Foundation

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

The Davenport Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Southeastern, PA; Headquarters: Southeastern, PA). Across 6 historical disclosure records tracked on Prilago ($12.0M total parsed USD across disclosed rows), the median disclosed amount is $2.1M (range: $909K to $3.2M).

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

The Davenport Family Foundation has disclosed records across Buyout. Open preview records include Oakmark International Fund 98118.152 Shares (2024 Vintage), Gmo Quality Fund R6 65479.864 Shares (2024 Vintage), Wcm Focused International Growth Fund 84627.708 Shares (2024 Vintage), Polen Growth Fund - Ins 58760.866 Shares (2024 Vintage).

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

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

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

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