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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Ohio / Indiana HQ: Dayton, OH

Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust

$5.8B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($557.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Secondaries, Private Equity (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$557.6M
Total AUM: $5.8B
Median Holding / Carrying Value
$27.8M
Range: $13.0M – $44.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
KKR Global Credit Opportunities Fund IV Private Credit 2024
$34.5M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
KKR Americas Fund XIV Buyout 2024
$33.8M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
KSL Capital Partners Tactical Opportunities Fund II, L.P. Buyout 2024
$31.2M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
KKR Ascendant Real Estate Partners II Real Estate 2024
$31.2M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
KKR Real Estate Credit Opportunities II Real Estate 2024
$30.2M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Carillon Evergreen Westbrook 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

Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust (Private Foundation, $5.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.4% Actual; $150.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$68M–$128M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.4% actual on $5.8B total assets). Gatekeeper / Intake Conduit: Hamilton Lane.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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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 — Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust

597 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust (22 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 10 Shared Vehicles

Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Glens Falls, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Credit Opportunities Partners IV (2025 Vintage)
Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust: $23.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory: $58.0M · SEC Form ADV 7.B

Additional shared vehicles: KKR Global Credit Opportunities Fund IV (2024 Vintage) · KKR Americas Fund XIV (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Local Pensions Partnership Investments — LPPI (UK LGPS)

Public Pension Plan London / Preston, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Global Credit Opportunities Fund IV (2024 Vintage)
Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust: $34.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Local Pensions Partnership Investments — LPPI (UK LGPS): $84.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KKR Credit Opportunities Partners IV (2025 Vintage) · KKR Americas Fund XIV (2024 Vintage)

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

Principal Financial General Account

Insurance Company Des Moines, IA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KSL Capital Partners Tactical Opportunities Fund II, L.P. (2024 Vintage)
Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust: $31.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Principal Financial General Account: $85.2M · SEC EDGAR Filing

Additional shared vehicles: KKR Credit Opportunities Partners IV (2025 Vintage) · KKR Global Credit Opportunities Fund IV (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+594 Additional Institutional LPs Report Shared Vehicles with Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (597 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 Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust

Private Credit LPs →Buyout LPs →Real Estate LPs →Secondaries LPs →Private Equity LPs →

Frequently Asked Questions: Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Dayton, OH). Across 22 historical disclosure records tracked on Prilago ($557.6M total parsed USD across disclosed rows), the median disclosed amount is $27.8M (range: $13.0M to $44.8M).

Which private-market strategies appear in Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust's public disclosures?

Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Buyout, Real Estate, Secondaries, Private Equity. Open preview records include KKR Global Credit Opportunities Fund IV (2024 Vintage), KKR Americas Fund XIV (2024 Vintage), KSL Capital Partners Tactical Opportunities Fund II, L.P. (2024 Vintage), KKR Ascendant Real Estate Partners II (2024 Vintage).

How are Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Carillon Evergreen Westbrook 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 Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carillon-evergreen-westbrook-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 Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Carillon Evergreen Westbrook Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 597 institutional LPs across 22 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 Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. KKR Credit Opportunities Partners IV (2025 Vintage)), Local Pensions Partnership Investments — LPPI (UK LGPS) (10 shared vehicles, e.g. KKR Global Credit Opportunities Fund IV (2024 Vintage)), Principal Financial General Account (9 shared vehicles, e.g. KSL Capital Partners Tactical Opportunities Fund II, L.P. (2024 Vintage)).

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