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

Zorich Family Foundation

$0.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($34.0M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Venture Capital, Buyout, Distressed / Special Situations, Multi-Strategy (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
$34.0M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.2M
Range: $1.9M – $4.0M
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 — Zorich 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
Activum SG Fund VII LP Real Estate 2025
$2.5M
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)
TPG GP Solutions (A), L.P. Distressed / Special Situations 2025
$2.4M
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)
Harrison Street Real Estate Core Property Fund, L.P. Real Estate 2025
$2.2M
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)
Canyon Laurel Fund II LP Real Estate 2025
$2.1M
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)
Highbridge Tactical Credit Fund LP Multi-Strategy 2025
$1.9M
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)

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

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

Allocation-Policy / Pacing Update

Zorich Family Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.0% vs. 26.2% Actual; $-1.3M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 76-0664404) verified $0.11B endowment (~$6M 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 2025-05-23

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Zorich Family Foundation

420 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Zorich 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

Bailey Family Foundation

Private Foundation Knoxville, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
5AM Ventures VII (2022 Vintage)
Zorich Family Foundation: $2.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Bailey Family Foundation: $6.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Additional shared vehicles: OrbiMed Private Investments VIII (2020 Vintage) · PSG V (2021 Vintage)

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

Schmidt Family Foundation

Private Foundation Palo Alto, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Frontier Fund I, L.P. (2023 Vintage)
Zorich Family Foundation: $2.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Schmidt Family Foundation: $10.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Frazier Life XI (2022 Vintage) · PSG V (2021 Vintage)

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

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Activum SG Fund VII LP (2025 Vintage)
Zorich Family Foundation: $2.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
University of Texas (UTIMCO): $55.2M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.56)

Additional shared vehicles: Canyon Laurel Fund II LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+417 Additional Institutional LPs Report Shared Vehicles with Zorich Family Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Zorich Family Foundation

You are viewing 5 open public preview records (out of 14 total tracked records for Zorich 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 (420 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Zorich Family Foundation

Frequently Asked Questions: Zorich Family Foundation

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

Zorich Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Texas; Headquarters: Houston, TX). Across 14 historical disclosure records tracked on Prilago ($34.0M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.9M to $4.0M).

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

Zorich Family Foundation has disclosed records across Real Estate, Venture Capital, Buyout, Distressed / Special Situations, Multi-Strategy. Open preview records include Activum SG Fund VII LP (2025 Vintage), TPG GP Solutions (A), L.P. (2025 Vintage), Harrison Street Real Estate Core Property Fund, L.P. (2025 Vintage), Canyon Laurel Fund II LP (2025 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Zorich Family Foundation shares resolved underlying fund vehicles with 420 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 Bailey Family Foundation (3 shared vehicles, e.g. 5AM Ventures VII (2022 Vintage)), Schmidt Family Foundation (3 shared vehicles, e.g. Frontier Fund I, L.P. (2023 Vintage)), University of Texas (UTIMCO) (2 shared vehicles, e.g. Activum SG Fund VII LP (2025 Vintage)).

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