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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Sacramento, CA HQ: Sacramento, CA

Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust

$4.4B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($335.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$335.9M
Total AUM: $4.4B
Median Holding / Carrying Value
$17.2M
Range: $13.0M – $32.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Macquarie Infrastructure Partners VI Infrastructure 2025
$18.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Bessemer Venture Partners XI Venture Capital 2025
$15.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Mesirow Financial Private Equity IX Fund of Funds 2025
$14.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Aligned Climate Fund 2 LP Venture Capital 2025
$16.0M
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)
Sixth Street Lending Partners VI Private Credit 2025
$16.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Camellia Allegheny Valley Southwell 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

Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust (Sacramento, CA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($132.0M allocation gap toward a 20.0% target, advised by NEPC).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-23

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust

509 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust (17 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 5 Shared Vehicles

HarbourVest Partners Primary & Emerging FoF

Fund of Funds / Seeder US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SR One Capital Fund II-A, LP (2023 Vintage)
Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust: $21.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
HarbourVest Partners Primary & Emerging FoF: $63.5M · SEC Form ADV 7.B

Additional shared vehicles: SR One Capital Opportunities Fund I, LP (2023 Vintage) · SLR Private Corporate Lending Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Johnson & Johnson Retirement Plan Master Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SR One Capital Opportunities Fund I, LP (2023 Vintage)
Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust: $17.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Johnson & Johnson Retirement Plan Master Trust: $87.2M · SEC EDGAR Filing

Additional shared vehicles: SR One Capital Fund II-A, LP (2023 Vintage) · SLR Private Corporate Lending Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Children's Healthcare of Atlanta Endowment

Healthcare / Hospital System Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SLR Private Corporate Lending Fund II (2022 Vintage)
Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust: $23.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Children's Healthcare of Atlanta Endowment: $53.0M · IRS Form 990 Sched D

Additional shared vehicles: SR One Capital Fund II-A, LP (2023 Vintage) · SR One Capital Opportunities Fund I, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+506 Additional Institutional LPs Report Shared Vehicles with Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (509 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust

Buyout LPs →Venture Capital LPs →Private Credit LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Sacramento, CA; Headquarters: Sacramento, CA). Across 17 historical disclosure records tracked on Prilago ($335.9M total parsed USD across disclosed rows), the median disclosed amount is $17.2M (range: $13.0M to $32.4M).

Which private-market strategies appear in Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust's public disclosures?

Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Venture Capital, Private Credit, Real Estate, Infrastructure. Open preview records include Macquarie Infrastructure Partners VI (2025 Vintage), Bessemer Venture Partners XI (2025 Vintage), Mesirow Financial Private Equity IX (2025 Vintage), Aligned Climate Fund 2 LP (2025 Vintage).

How are Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Camellia Allegheny Valley Southwell 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 Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/camellia-allegheny-valley-southwell-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 Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Camellia Allegheny Valley Southwell Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 509 institutional LPs across 17 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 HarbourVest Partners Primary & Emerging FoF (5 shared vehicles, e.g. SR One Capital Fund II-A, LP (2023 Vintage)), Johnson & Johnson Retirement Plan Master Trust (5 shared vehicles, e.g. SR One Capital Opportunities Fund I, LP (2023 Vintage)), Children's Healthcare of Atlanta Endowment (5 shared vehicles, e.g. SLR Private Corporate Lending Fund II (2022 Vintage)).

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