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

Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust

$2.1B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($226.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Infrastructure, Real Estate (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$226.7M
Total AUM: $2.1B
Median Holding / Carrying Value
$14.0M
Range: $10.4M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Mountaingate Capital Fund III Buyout 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)
Five Point Energy Fund III, L.P. Infrastructure 2025
$16.0M
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)
Atalaya Capital Management, L.P. Private Credit 2025
$13.0M
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)
Blue Owl Diversified Lending Fund Private Credit 2023
$14.0M
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)
Prysm Capital Fund I, L.P. Buyout 2023
$10.4M
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 — Cape Fear Chickamauga Winchester 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

Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust (Private Foundation, $2.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 18.3% 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 20.5% vs 18.3% actual on $2.1B total assets). Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust

475 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust (16 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

Beaverhead Humboldt Westbrook University Foundation & Endowment Pool

University Endowment Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trailhead Capital Regeneration Fund L.P. (2022 Vintage)
Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust: $13.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Beaverhead Humboldt Westbrook University Foundation & Endowment Pool: $24.2M · IRS Form 990 Sched D

Additional shared vehicles: Genstar Capital Partners X (2021 Vintage) · Permira VII (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

CalPERS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Prysm Capital Fund I, L.P. (2023 Vintage)
Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust: $10.4M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
CalPERS: $100.0M · CAFR / Board Packet (acfr-2024, p.133)

Additional shared vehicles: Genstar Capital Partners X (2021 Vintage) · Valor Equity Partners IV, LP (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Etf Architect

OCIO / Wealth RIA Newtown Square, PA
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Townsend Real Estate Capital Solutions IV, LP (2018 Vintage)
Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust: $12.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Etf Architect: $18.8M · SEC Form ADV 7.B

Additional shared vehicles: Trailhead Capital Regeneration Fund L.P. (2022 Vintage) · Towerbrook Structured Opportunities Fund (Onshore), L.P. (2016 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+472 Additional Institutional LPs Report Shared Vehicles with Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (475 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 Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Wilmington, NC; Headquarters: Wilmington, NC). Across 16 historical disclosure records tracked on Prilago ($226.7M total parsed USD across disclosed rows), the median disclosed amount is $14.0M (range: $10.4M to $18.0M).

Which private-market strategies appear in Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust's public disclosures?

Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Private Credit, Venture Capital, Infrastructure, Real Estate. Open preview records include Mountaingate Capital Fund III (2025 Vintage), Five Point Energy Fund III, L.P. (2025 Vintage), Atalaya Capital Management, L.P. (2025 Vintage), Blue Owl Diversified Lending Fund (2023 Vintage).

How are Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Cape Fear Chickamauga Winchester 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 Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cape-fear-chickamauga-winchester-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 Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Cape Fear Chickamauga Winchester Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 475 institutional LPs across 16 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 Beaverhead Humboldt Westbrook University Foundation & Endowment Pool (6 shared vehicles, e.g. Trailhead Capital Regeneration Fund L.P. (2022 Vintage)), CalPERS (4 shared vehicles, e.g. Prysm Capital Fund I, L.P. (2023 Vintage)), Etf Architect (4 shared vehicles, e.g. Townsend Real Estate Capital Solutions IV, LP (2018 Vintage)).

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