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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Illinois / Chicago HQ: Carbondale, IL

Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

$6.9B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($493.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Infrastructure, Private Equity, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$493.2M
Total AUM: $6.9B
Median Disclosed Amount
$22.0M
Range: $14.0M – $38.1M
Disclosed Fund Multiples
14.7% Mean IRR (n=9) · 1.35x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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 Disclosed Amount Disclosed Performance Primary Source Trail
Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. Infrastructure 2025
$31.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Five Point Energy Fund III, L.P. Infrastructure 2025
$22.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Abingworth Clinical Co-Development Fund 3, LP Private Equity 2025
$17.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Khosla Ventures IX. L.P. Venture Capital 2025
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Neuberger Berman Private Credit VI Private Credit 2025
$29.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

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

Allocation-Policy / Pacing Update

Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust (Institutional Trust, $6.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.0% Actual; $207.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$93M–$176M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.0% vs 12.0% actual on $6.9B total assets). Gatekeeper / Intake Conduit: Hamilton Lane.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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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 — Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

713 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust (21 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 9 Shared Vehicles

Cliffwater

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. (2025 Vintage)
Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust: $31.8M · IRS Form 990 Sched D
Cliffwater: $149.8M · SEC Form ADV 7.B

Additional shared vehicles: Fifth Avenue Private Equity XIII, L.P. (2025 Vintage) · Five Point Energy Fund III, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Bessemer Trust

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fifth Avenue Private Equity XIII, L.P. (2025 Vintage)
Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust: $31.5M · IRS Form 990 Sched D
Bessemer Trust: $450.0M · Form D Feeder Reference (General Web URL)

Additional shared vehicles: Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. (2025 Vintage) · Five Point Energy Fund III, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Glen Ellyn Hackensack Bernstein Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Five Point Energy Fund III, L.P. (2025 Vintage)
Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D
Glen Ellyn Hackensack Bernstein Private Markets Primary & GP Seeder Fund-of-Funds: $128.5M · SEC Form ADV 7.B

Additional shared vehicles: Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. (2025 Vintage) · Fifth Avenue Private Equity XIII, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+710 Additional Institutional LPs Report Shared Vehicles with Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (713 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 Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

Buyout LPs →Venture Capital LPs →Infrastructure LPs →Private Equity LPs →Private Credit LPs →

Frequently Asked Questions: Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Carbondale, IL). Across 21 historical disclosure records tracked on Prilago ($493.2M total parsed USD across disclosed rows), the median disclosed amount is $22.0M (range: $14.0M to $38.1M).

Which private-market strategies appear in Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust's public disclosures?

Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Venture Capital, Infrastructure, Private Equity, Private Credit. Open preview records include Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. (2025 Vintage), Five Point Energy Fund III, L.P. (2025 Vintage), Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage), Khosla Ventures IX. L.P. (2025 Vintage).

How are Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust cite primary public disclosures (IRS Form 990 Sched D), 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 Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carbondale-franconia-abernathy-permanent-endowment-and-fiduciary-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 Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Carbondale Franconia Abernathy Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 713 institutional LPs across 21 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 Cliffwater (9 shared vehicles, e.g. Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. (2025 Vintage)), Bessemer Trust (9 shared vehicles, e.g. Fifth Avenue Private Equity XIII, L.P. (2025 Vintage)), Glen Ellyn Hackensack Bernstein Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Five Point Energy Fund III, L.P. (2025 Vintage)).

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