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

California Endowment

$4.8B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($496.9M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Growth Equity, Buyout, Private Credit (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$496.9M
Total AUM: $4.8B
Median Holding / Carrying Value
$29.2M
Range: $20.0M – $36.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — California Endowment

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
General Catalyst Group XII, L.P. Venture Capital 2025
$36.7M
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)
Thoma Bravo XV-A, L.P. Buyout 2025
$34.5M
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)
Atlas Enhanced Fund LP Multi-Strategy 2025
$27.1M
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)
Wing Four, L.P. Venture Capital 2024
$31.9M
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)
Activum SG Fund VII LP Real Estate 2024
$27.1M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — California Endowment

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

Allocation-Policy / Pacing Update

California Endowment (Private Foundation, $4.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 20.4% Actual; $28.5M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 95-4523232) verified $4.75B endowment (~$238M statutory 5% annual grant payout); ~$214M annual Private Equity, Venture Capital & Private Credit pacing ($8M-$30M typical GP check). Gatekeeper / Intake Conduit: Mercer.

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 — California Endowment

589 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as California Endowment (18 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 6 Shared Vehicles

Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust

Corporate Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker VI (2024 Vintage)
California Endowment: $30.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust: $63.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pennybacker V (2024 Vintage) · Peppertree Capital X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Jacobs Levy Equity Management

OCIO / Wealth RIA Florham Park, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker V (2024 Vintage)
California Endowment: $22.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Jacobs Levy Equity Management: $137.2M · SEC Form ADV 7.B

Additional shared vehicles: Pennybacker VI (2024 Vintage) · Peppertree Capital X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Chickamauga Door County Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company Chattanooga, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Peppertree Capital X (2023 Vintage)
California Endowment: $21.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chickamauga Door County Ravenscroft Mutual & Casualty Insurance General Account: $33.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pennybacker VI (2024 Vintage) · Pennybacker V (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+586 Additional Institutional LPs Report Shared Vehicles with California Endowment

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for California Endowment

You are viewing 5 open public preview records (out of 18 total tracked records for California Endowment) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (589 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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Enter your firm email to request pilot onboarding for California Endowment and our interactive GP workspace.

Strategies Disclosed by California Endowment

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

Frequently Asked Questions: California Endowment

What type of institutional allocator is California Endowment and what is their typical disclosed ticket size?

California Endowment is categorized under Private Foundation (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 18 historical disclosure records tracked on Prilago ($496.9M total parsed USD across disclosed rows), the median disclosed amount is $29.2M (range: $20.0M to $36.7M).

Which private-market strategies appear in California Endowment's public disclosures?

California Endowment has disclosed records across Venture Capital, Real Estate, Growth Equity, Buyout, Private Credit. Open preview records include General Catalyst Group XII, L.P. (2025 Vintage), Thoma Bravo XV-A, L.P. (2025 Vintage), Atlas Enhanced Fund LP (2025 Vintage), Wing Four, L.P. (2024 Vintage).

How are California Endowment's historical records substantiated and separated from active searches on Prilago?

Records for California Endowment 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 California Endowment's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/california-endowment or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside California Endowment?

In Prilago's bilateral commitment graph, California Endowment shares resolved underlying fund vehicles with 589 institutional LPs across 18 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 Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust (6 shared vehicles, e.g. Pennybacker VI (2024 Vintage)), Jacobs Levy Equity Management (6 shared vehicles, e.g. Pennybacker V (2024 Vintage)), Chickamauga Door County Ravenscroft Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Peppertree Capital X (2023 Vintage)).

Related Private Foundation & Los Angeles, CA Institutional LPs

Lilly Endowment (31)Open Society Foundations (31)Capital Group Private Client Services, Inc. (30)Novo Nordisk Foundation Endowment (30)Tcw Asset Management Company (30)Tcw Investment Management Company (30)Payden & Rygel (29)Lido (28)Metropolitan West Asset Management (28)Amador Valley Gallatin Valley Whitmore Philanthropic Foundation & Charitable Trust (27)