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

California Wellness Foundation

$1.2B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($130.2M parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Buyout, Private Credit, Venture Capital, Real Assets (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$130.2M
Total AUM: $1.2B
Median Holding / Carrying Value
$9.9M
Range: $6.0M – $12.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 Wellness Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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 Strategic Investment Partners IX Private Credit 2025
$11.2M
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)
Oak Hill Advisors Strategic Credit Fund IV, L.P. Private Credit 2025
$10.4M
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
$9.9M
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)
Insight Partners Onsite Fund I Venture Capital 2025
$8.8M
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)
Spectrum Equity X Growth Equity 2022
$12.5M
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 (Part II, Line 13 Investments Schedule)

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

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

Allocation-Policy / Pacing Update

California Wellness Foundation (Los Angeles, CA) committed $10.4M to Oak Hill Advisors Strategic Credit Fund IV, L.P. (Private Credit sleeve) under its 2025 private markets pacing program ($20.0M allocation gap toward a 26.0% target, advised by Crewcial Partners).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-19

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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 Wellness Foundation

601 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as California Wellness Foundation (14 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 4 Shared Vehicles

Carleton College Endowment

University Endowment Northfield, MN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage)
California Wellness Foundation: $10.4M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Carleton College Endowment: $9.9M · IRS Form 990 Sched D

Additional shared vehicles: Index Ventures Growth VI (2025 Vintage) · Spectrum Equity X (2022 Vintage)

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

Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Galveston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cibus Enterprise II (2022 Vintage)
California Wellness Foundation: $12.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust: $40.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Permira Growth Opps II SCSp (2022 Vintage) · Permira Growth Opportunities II (2022 Vintage)

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

Artémis (Pinault Family Holding)

Family Office / MFO Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2025 Vintage)
California Wellness Foundation: $9.9M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Artémis (Pinault Family Holding): $322.6M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage) · Patient Square Equity Partners (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+598 Additional Institutional LPs Report Shared Vehicles with California Wellness Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for California Wellness Foundation

You are viewing 5 open public preview records (out of 14 total tracked records for California Wellness Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (601 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 California Wellness Foundation

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

Frequently Asked Questions: California Wellness Foundation

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

California Wellness Foundation is categorized under Private Foundation (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 14 historical disclosure records tracked on Prilago ($130.2M total parsed USD across disclosed rows), the median disclosed amount is $9.9M (range: $6.0M to $12.5M).

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

California Wellness Foundation has disclosed records across Growth Equity, Buyout, Private Credit, Venture Capital, Real Assets. Open preview records include HPS Strategic Investment Partners IX (2025 Vintage), Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage), Index Ventures Growth VI, L.P. (2025 Vintage), Insight Partners Onsite Fund I (2025 Vintage).

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

Records for California Wellness 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 California Wellness Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/california-wellness-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 California Wellness Foundation?

In Prilago's bilateral commitment graph, California Wellness Foundation shares resolved underlying fund vehicles with 601 institutional LPs across 14 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 Carleton College Endowment (4 shared vehicles, e.g. Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage)), Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust (3 shared vehicles, e.g. Cibus Enterprise II (2022 Vintage)), Artémis (Pinault Family Holding) (3 shared vehicles, e.g. Index Ventures Growth VI (2025 Vintage)).

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