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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Charlotte, NC

Ally Charitable Foundation

$0.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($29.3M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Growth Equity, Private Credit, Real Estate (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$29.3M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.2M
Range: $1.9M – $4.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Ally Charitable Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Founders Fund VIII, L.P. Venture Capital 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)
Oaktree Real Estate Opportunities Fund IX, L.P. 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)
Blue Owl Diversified Lending Fund II, L.P. Direct Lending 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)
Onex Partners VI, L.P. Buyout 2024
$2.4M
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)
Berkshire Fund XI, L.P. Buyout 2024
$1.9M
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 — Ally Charitable Foundation

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

Allocation-Policy / Pacing Update

Ally Charitable Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 25.4% Actual; $0.5M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 84-4571035) verified $0.09B endowment (~$4M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Prime Buchholz.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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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 — Ally Charitable Foundation

687 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ally Charitable Foundation (12 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 8 Shared Vehicles

Aon Investments USA Inc.

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2025 Vintage)
Ally Charitable Foundation: $2.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Aon Investments USA Inc.: $644.4M · SEC Form ADV 7.B

Additional shared vehicles: Churchill Middle Market Senior Loan Fund V (2025 Vintage) · Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

APKFFR-FL (City of Apopka Fire Department Trust)

Public Pension Plan Apopka, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)
Ally Charitable Foundation: $1.9M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
APKFFR-FL (City of Apopka Fire Department Trust): $1.9M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Berkshire Fund XI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Ares Landmark Primary & Secondary FoF

Fund of Funds / Seeder Simsbury, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Churchill Middle Market Senior Loan Fund V (2025 Vintage)
Ally Charitable Foundation: $2.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Ares Landmark Primary & Secondary FoF: $20.0M · SEC Form ADV 7.B

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+684 Additional Institutional LPs Report Shared Vehicles with Ally Charitable Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Ally Charitable Foundation

You are viewing 5 open public preview records (out of 12 total tracked records for Ally Charitable Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (687 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 Ally Charitable Foundation

Venture Capital LPs →Buyout LPs →Growth Equity LPs →Private Credit LPs →Real Estate LPs →

Frequently Asked Questions: Ally Charitable Foundation

What type of institutional allocator is Ally Charitable Foundation and what is their typical disclosed ticket size?

Ally Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Charlotte, NC). Across 12 historical disclosure records tracked on Prilago ($29.3M 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 Ally Charitable Foundation's public disclosures?

Ally Charitable Foundation has disclosed records across Venture Capital, Buyout, Growth Equity, Private Credit, Real Estate. Open preview records include Founders Fund VIII, L.P. (2025 Vintage), Oaktree Real Estate Opportunities Fund IX, L.P. (2025 Vintage), Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage), Onex Partners VI, L.P. (2024 Vintage).

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

Records for Ally Charitable 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 Ally Charitable Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ally-charitable-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 Ally Charitable Foundation?

In Prilago's bilateral commitment graph, Ally Charitable Foundation shares resolved underlying fund vehicles with 687 institutional LPs across 12 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 Aon Investments USA Inc. (8 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2025 Vintage)), APKFFR-FL (City of Apopka Fire Department Trust) (8 shared vehicles, e.g. Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)), Ares Landmark Primary & Secondary FoF (7 shared vehicles, e.g. Churchill Middle Market Senior Loan Fund V (2025 Vintage)).

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