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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Hickory, NC

Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust

$5.5B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($514.4M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Distressed / Special Situations, Venture Capital, Fund of Funds (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$514.4M
Total AUM: $5.5B
Median Holding / Carrying Value
$19.5M
Range: $13.0M – $40.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Alchemy Special Opportunities Fund V Distressed / Special Situations 2024
$17.0M
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)
Aligned Climate Fund 2 LP Venture Capital 2023
$37.0M
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)
M2 PE Fund Of Funds IV, L.P. Fund of Funds 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)
Oaktree SSF III Distressed / Special Situations 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)
AG Realty Value Fund XI Real Estate 2022
$29.5M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Catawba Valley Des Plaines Sandberg 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

Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust (Private Foundation, $5.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% Actual; $99.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.0% vs 18.2% actual on $5.5B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 — Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust

438 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable 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

MS&AD Insurance Group General Account

Insurance Company Tokyo, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Realty Value Fund XI (2022 Vintage)
Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust: $29.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
MS&AD Insurance Group General Account: $116.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AIGGRE U.S. Fund IV (2022 Vintage) · ARA Asia Dragon Fund VI (2021 Vintage)

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

RTX Corporation Master Retirement Trust

Corporate Pension Plan Arlington, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AIGGRE U.S. Fund IV (2022 Vintage)
Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust: $21.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
RTX Corporation Master Retirement Trust: $91.0M · SEC EDGAR Filing

Additional shared vehicles: AG Realty Value Fund XI (2022 Vintage) · ARA Asia Dragon Fund VI (2021 Vintage)

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

Gotham Asset Management

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ARA Asia Dragon Fund VI (2021 Vintage)
Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust: $31.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Gotham Asset Management: $121.0M · SEC Form ADV 7.B

Additional shared vehicles: AG Realty Value Fund XI (2022 Vintage) · AIGGRE U.S. Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+435 Additional Institutional LPs Report Shared Vehicles with Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 23 total tracked records for Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (438 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 Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust

Real Estate LPs →Buyout LPs →Distressed / Special Situations LPs →Venture Capital LPs →Fund of Funds LPs →

Frequently Asked Questions: Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Hickory, NC). Across 23 historical disclosure records tracked on Prilago ($514.4M total parsed USD across disclosed rows), the median disclosed amount is $19.5M (range: $13.0M to $40.5M).

Which private-market strategies appear in Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust's public disclosures?

Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust has disclosed records across Real Estate, Buyout, Distressed / Special Situations, Venture Capital, Fund of Funds. Open preview records include Alchemy Special Opportunities Fund V (2024 Vintage), Aligned Climate Fund 2 LP (2023 Vintage), M2 PE Fund Of Funds IV, L.P. (2023 Vintage), Oaktree SSF III (2023 Vintage).

How are Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Catawba Valley Des Plaines Sandberg 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 Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/catawba-valley-des-plaines-sandberg-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 Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Catawba Valley Des Plaines Sandberg Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 438 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 MS&AD Insurance Group General Account (9 shared vehicles, e.g. AG Realty Value Fund XI (2022 Vintage)), RTX Corporation Master Retirement Trust (9 shared vehicles, e.g. AIGGRE U.S. Fund IV (2022 Vintage)), Gotham Asset Management (9 shared vehicles, e.g. ARA Asia Dragon Fund VI (2021 Vintage)).

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