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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Michigan HQ: Coldwater, MI

Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust

$3.4B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($298.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$298.1M
Total AUM: $3.4B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $25.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
1 Gatekeepers · 3 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 — Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Wynnchurch Capital Partners VI 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)
Crescent Capital Direct Lending Fund IX Private Credit 2025
$20.1M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Gridiron Capital Fund V Buyout 2025
$18.0M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Olympus Growth Fund VIII Buyout 2025
$17.0M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Kelso Investment Associates XI Buyout 2023
$16.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Coldwater Heartland Sheffield 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

Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust (Coldwater, MI) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($61.2M allocation gap toward a 20.5% target, advised by Aon Investments).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-18

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust

506 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust (17 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 8 Shared Vehicles

Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Gridiron Capital Fund V (2025 Vintage)
Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account: $65.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Olympus Growth Fund VIII (2025 Vintage) · Kelso Investment Associates XI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust

Private Foundation New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Olympus Growth Fund VIII (2025 Vintage)
Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Gridiron Capital Fund V (2025 Vintage) · Kelso Investment Associates XI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Battenkill Cape Ann Montague Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kelso Investment Associates XI (2025 Vintage)
Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Battenkill Cape Ann Montague Regional Health System Master Investment Pool: $23.0M · IRS Form 990 Sched D

Additional shared vehicles: Gridiron Capital Fund V (2025 Vintage) · Olympus Growth Fund VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+503 Additional Institutional LPs Report Shared Vehicles with Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (506 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust

Buyout LPs →Private Credit LPs →Real Estate LPs →

Frequently Asked Questions: Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Michigan; Headquarters: Coldwater, MI). Across 17 historical disclosure records tracked on Prilago ($298.1M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $25.6M).

Which private-market strategies appear in Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust's public disclosures?

Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Private Credit, Real Estate. Open preview records include Wynnchurch Capital Partners VI (2025 Vintage), Crescent Capital Direct Lending Fund IX (2025 Vintage), Gridiron Capital Fund V (2025 Vintage), Olympus Growth Fund VIII (2025 Vintage).

How are Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Coldwater Heartland Sheffield 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 Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coldwater-heartland-sheffield-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 Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Coldwater Heartland Sheffield Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 506 institutional LPs across 17 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 Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Gridiron Capital Fund V (2025 Vintage)), Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust (8 shared vehicles, e.g. Olympus Growth Fund VIII (2025 Vintage)), Battenkill Cape Ann Montague Regional Health System Master Investment Pool (8 shared vehicles, e.g. Kelso Investment Associates XI (2025 Vintage)).

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