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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Marrero, LA

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

$5.0B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($516.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Growth Equity, 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$516.0M
Total AUM: $5.0B
Median Holding / Carrying Value
$19.8M
Range: $13.0M – $36.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Blue Owl Opportunistic Lending Fund Private Credit 2024
$16.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Ares Senior Direct Lending Fund III Private Credit 2024
$14.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Providence Equity Partners IX L.P. Buyout 2023
$22.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Primary Select III, L.P. Private Equity 2023
$21.2M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Providence EQ VIII Private Equity 2023
$18.5M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

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

Allocation-Policy / Pacing Update

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust (Private Foundation, $5.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% Actual; $90.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.0% vs 18.2% actual on $5.0B total assets). Gatekeeper / Intake Conduit: Mercer Alternatives.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

731 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust (23 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 11 Shared Vehicles

Epoch Investment Partners, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence Equity Partners IX (2023 Vintage)
Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust: $28.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Epoch Investment Partners, Inc.: $30.0M · SEC Form ADV 7.B

Additional shared vehicles: Primary Select III, L.P. (2023 Vintage) · Providence EQ VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Garcia Hamilton & Associates

OCIO / Wealth RIA Houston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Primary Select III, L.P. (2023 Vintage)
Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust: $21.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Garcia Hamilton & Associates: $119.5M · SEC Form ADV 7.B

Additional shared vehicles: Providence Equity Partners IX (2023 Vintage) · Providence EQ VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Primary Venture Partners IV, L.P. (2023 Vintage)
Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust: $15.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account: $48.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Primary Select III, L.P. (2023 Vintage) · Project Quail Opportunities, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+728 Additional Institutional LPs Report Shared Vehicles with Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (731 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 Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Marrero, LA). Across 24 historical disclosure records tracked on Prilago ($516.0M total parsed USD across disclosed rows), the median disclosed amount is $19.8M (range: $13.0M to $36.8M).

Which private-market strategies appear in Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust's public disclosures?

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Private Credit, Private Equity, Growth Equity, Real Estate. Open preview records include Blue Owl Opportunistic Lending Fund (2024 Vintage), Ares Senior Direct Lending Fund III (2024 Vintage), Providence Equity Partners IX L.P. (2023 Vintage), Primary Select III, L.P. (2023 Vintage).

How are Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust cite primary public disclosures (TY2026 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 Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/barataria-cimarron-rutherford-philanthropic-foundation-and-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 Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 731 institutional LPs across 23 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 Epoch Investment Partners, Inc. (11 shared vehicles, e.g. Providence Equity Partners IX (2023 Vintage)), Garcia Hamilton & Associates (11 shared vehicles, e.g. Primary Select III, L.P. (2023 Vintage)), Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Primary Venture Partners IV, L.P. (2023 Vintage)).

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