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

Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust

$3.8B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($271.8M parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Buyout, Real Estate, Private Credit, 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$271.8M
Total AUM: $3.8B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $27.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Marathon Eco IV European Credit Opportunities IV Private Credit 2025
$23.0M
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)
Mainsail Partners VII Growth Equity 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)
Madison Dearborn Capital Partners IX Buyout 2025
$16.5M
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)
PSG VI Growth Equity 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)
Frazier Healthcare Growth Buyout Fund XI Buyout 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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Carmel Valley Dorchester Livingston 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

Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust (Monterey, 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 ($68.4M allocation gap toward a 19.5% target, advised by Callan).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-27

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust

598 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust (15 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

Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Cerritos, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PSG EUROPE II (2025 Vintage)
Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust: $15.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory: $57.0M · SEC Form ADV 7.B

Additional shared vehicles: Frazier Healthcare Growth Buyout Fund XI (2025 Vintage) · Great Hill Equity Partners VIII (2022 Vintage)

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

Amador Valley Huron Valley Southwell Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pleasanton, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Frazier Healthcare Growth Buyout Fund XI (2025 Vintage)
Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Amador Valley Huron Valley Southwell Private Markets Primary & GP Seeder Fund-of-Funds: $52.0M · SEC Form ADV 7.B

Additional shared vehicles: PSG EUROPE II (2025 Vintage) · Great Hill Equity Partners VIII (2022 Vintage)

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

Broadmoor Cheyenne Mountain Northrop Regional Health System Master Investment Pool

Healthcare / Hospital System Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Great Hill Equity Partners VIII (2022 Vintage)
Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Broadmoor Cheyenne Mountain Northrop Regional Health System Master Investment Pool: $28.0M · IRS Form 990 Sched D

Additional shared vehicles: PSG EUROPE II (2025 Vintage) · Frazier Healthcare Growth Buyout Fund XI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+595 Additional Institutional LPs Report Shared Vehicles with Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 15 total tracked records for Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (598 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust

Growth Equity LPs →Buyout LPs →Real Estate LPs →Private Credit LPs →Infrastructure LPs →

Frequently Asked Questions: Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Monterey, CA; Headquarters: Monterey, CA). Across 15 historical disclosure records tracked on Prilago ($271.8M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $27.3M).

Which private-market strategies appear in Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust's public disclosures?

Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust has disclosed records across Growth Equity, Buyout, Real Estate, Private Credit, Infrastructure. Open preview records include Marathon Eco IV European Credit Opportunities IV (2025 Vintage), Mainsail Partners VII (2025 Vintage), Madison Dearborn Capital Partners IX (2025 Vintage), PSG VI (2025 Vintage).

How are Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Carmel Valley Dorchester Livingston 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 Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carmel-valley-dorchester-livingston-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 Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Carmel Valley Dorchester Livingston Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 598 institutional LPs across 15 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 Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. PSG EUROPE II (2025 Vintage)), Amador Valley Huron Valley Southwell Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. Frazier Healthcare Growth Buyout Fund XI (2025 Vintage)), Broadmoor Cheyenne Mountain Northrop Regional Health System Master Investment Pool (5 shared vehicles, e.g. Great Hill Equity Partners VIII (2022 Vintage)).

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