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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Fullerton, CA HQ: Fullerton, CA

Cal State Fullerton Philanthropic Foundation

$0.2B 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, Private Credit, Buyout, Secondaries, Growth Equity (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: $0.2B
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 — Cal State Fullerton Philanthropic 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
HPS Garden Private Credit Fund, L.P. Private Credit 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)
Oak Hill Advisors Strategic Credit Fund IV, L.P. Private Credit 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)
Index Ventures Growth VI, L.P. Venture Capital 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)
Ford Financial Fund II LP 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 · TY2025 IRS Form 990-PF (Investments Schedule)
Strategic Partners Fund X, L.P. Secondaries 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 — Cal State Fullerton Philanthropic Foundation

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

Allocation-Policy / Pacing Update

Cal State Fullerton Philanthropic Foundation (Private Foundation, $0.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 19.4% Actual; $1.4M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 33-0567945) verified $0.24B endowment (~$12M statutory 5% annual grant payout); ~$11M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Investure.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Cal State Fullerton Philanthropic Foundation

522 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cal State Fullerton Philanthropic 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 3 Shared Vehicles

Athene Holding General Account

Insurance Company West Des Moines, IA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage)
Cal State Fullerton Philanthropic Foundation: $2.4M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Athene Holding General Account: $818.1M · SEC EDGAR Filing

Additional shared vehicles: Strategic Partners Fund X (2025 Vintage) · Index Ventures Growth VI (2022 Vintage)

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

Barr Foundation

Private Foundation Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2022 Vintage)
Cal State Fullerton Philanthropic Foundation: $2.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Barr Foundation: $16.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage) · Generation IM Sustainable Solutions Fund IV (2022 Vintage)

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

Autumn Lane Advisors

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Partners Fund X (2025 Vintage)
Cal State Fullerton Philanthropic Foundation: $1.9M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Autumn Lane Advisors: $3.8M · SEC Form ADV 7.B

Additional shared vehicles: Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage) · Index Ventures Growth VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+519 Additional Institutional LPs Report Shared Vehicles with Cal State Fullerton Philanthropic Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cal State Fullerton Philanthropic Foundation

You are viewing 5 open public preview records (out of 12 total tracked records for Cal State Fullerton Philanthropic 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 (522 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 Cal State Fullerton Philanthropic Foundation

Venture Capital LPs →Private Credit LPs →Buyout LPs →Secondaries LPs →Growth Equity LPs →

Frequently Asked Questions: Cal State Fullerton Philanthropic Foundation

What type of institutional allocator is Cal State Fullerton Philanthropic Foundation and what is their typical disclosed ticket size?

Cal State Fullerton Philanthropic Foundation is categorized under Private Foundation (Regional Roadshow Hub: Fullerton, CA; Headquarters: Fullerton, CA). 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 Cal State Fullerton Philanthropic Foundation's public disclosures?

Cal State Fullerton Philanthropic Foundation has disclosed records across Venture Capital, Private Credit, Buyout, Secondaries, Growth Equity. Open preview records include HPS Garden Private Credit Fund, L.P. (2025 Vintage), Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage), Index Ventures Growth VI, L.P. (2025 Vintage), Ford Financial Fund II LP (2024 Vintage).

How are Cal State Fullerton Philanthropic Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Cal State Fullerton Philanthropic 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 Cal State Fullerton Philanthropic Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cal-state-fullerton-philanthropic-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 Cal State Fullerton Philanthropic Foundation?

In Prilago's bilateral commitment graph, Cal State Fullerton Philanthropic Foundation shares resolved underlying fund vehicles with 522 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 Athene Holding General Account (3 shared vehicles, e.g. Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage)), Barr Foundation (3 shared vehicles, e.g. Index Ventures Growth VI (2022 Vintage)), Autumn Lane Advisors (3 shared vehicles, e.g. Strategic Partners Fund X (2025 Vintage)).

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