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

Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

$2.2B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($273.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Distressed / Special Situations, Real Estate, Infrastructure (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$273.1M
Total AUM: $2.2B
Median Holding / Carrying Value
$14.0M
Range: $10.0M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Parthenon Investors VII Buyout 2024
$17.0M
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)
Berkshire Fund XI Buyout 2024
$15.0M
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)
Oaktree ROF VI Private Equity 2023
$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)
Oaktree SSF III Distressed / Special Situations 2023
$13.8M
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)
Audax Private Equity Fund VII Buyout 2023
$16.0M
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 — Caddo Lake Deep Creek Wakefield 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

Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust (Private Foundation, $2.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.8% Actual; $50.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.8% actual on $2.2B total assets). Gatekeeper / Intake Conduit: Meketa Investment Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

695 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust (20 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 10 Shared Vehicles

Baghdad Iraq Development Fund Sovereign Pool Conestoga Sovereign Strategic Investment Fund

Sovereign Wealth Fund Baghdad, Iraq
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Power Opportunities Fund VI (2024 Vintage)
Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust: $12.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Baghdad Iraq Development Fund Sovereign Pool Conestoga Sovereign Strategic Investment Fund: $24.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2024 Vintage) · Oaktree ROF VI (2023 Vintage)

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

Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

Institutional Trust Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Berkshire Fund XI (2024 Vintage)
Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust: $15.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D

Additional shared vehicles: American Securities Partners IX (2024 Vintage) · Parthenon Investors VII (2023 Vintage)

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

Arapahoe Candlelight Goldstein University Foundation & Endowment Pool

University Endowment Greenwood Village, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Securities Partners IX (2024 Vintage)
Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Arapahoe Candlelight Goldstein University Foundation & Endowment Pool: $14.0M · IRS Form 990 Sched D

Additional shared vehicles: Berkshire Fund XI (2024 Vintage) · Parthenon Investors VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+692 Additional Institutional LPs Report Shared Vehicles with Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (695 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 Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

Buyout LPs →Private Equity LPs →Distressed / Special Situations LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Shreveport, LA). Across 20 historical disclosure records tracked on Prilago ($273.1M total parsed USD across disclosed rows), the median disclosed amount is $14.0M (range: $10.0M to $18.0M).

Which private-market strategies appear in Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust's public disclosures?

Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Private Equity, Distressed / Special Situations, Real Estate, Infrastructure. Open preview records include Parthenon Investors VII (2024 Vintage), Berkshire Fund XI (2024 Vintage), Oaktree ROF VI (2023 Vintage), Oaktree SSF III (2023 Vintage).

How are Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Caddo Lake Deep Creek Wakefield 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 Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/caddo-lake-deep-creek-wakefield-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 Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 695 institutional LPs across 20 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 Baghdad Iraq Development Fund Sovereign Pool Conestoga Sovereign Strategic Investment Fund (10 shared vehicles, e.g. Oaktree Power Opportunities Fund VI (2024 Vintage)), Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Berkshire Fund XI (2024 Vintage)), Arapahoe Candlelight Goldstein University Foundation & Endowment Pool (8 shared vehicles, e.g. American Securities Partners IX (2024 Vintage)).

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