Skip to main content
Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Florida HQ: Coral Gables, FL

Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust

$1.9B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($210.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Real Assets, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
15
5 Open Source Trails Below
Sum of Disclosed Rows
$210.2M
Total AUM: $1.9B
Median Holding / Carrying Value
$14.0M
Range: $9.6M – $18.0M
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 — Coral Gables Copper Country Worthington 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
Sycamore Partners IV 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)
Great Hill VII Private Equity 2025
$13.8M
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)
Great Hill VIII Private Equity 2025
$10.8M
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)
Moreton Bay SPV, LP Private Equity 2025
$13.0M
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)
AE Industrial Partners Fund III Buyout 2022
$18.0M
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 — Coral Gables Copper Country Worthington 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

Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust (Private Foundation, $1.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.8% Actual; $50.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.8% actual on $1.9B total assets). Gatekeeper / Intake Conduit: Wilshire Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust

409 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coral Gables Copper Country Worthington 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 4 Shared Vehicles

Fairfield County Franconia Sheffield Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sycamore Partners IV (2025 Vintage)
Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Fairfield County Franconia Sheffield Institutional Outsourced CIO & Wealth Advisory: $65.0M · SEC Form ADV 7.B

Additional shared vehicles: Great Hill VII (2023 Vintage) · Littlejohn Fund VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Cape Ann Harpeth Westbrook Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AE Industrial Partners Fund III (2022 Vintage)
Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Cape Ann Harpeth Westbrook Private Markets Primary & GP Seeder Fund-of-Funds: $41.0M · SEC Form ADV 7.B

Additional shared vehicles: Sycamore Partners IV (2025 Vintage) · Littlejohn Fund VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Littlejohn Fund VI (2021 Vintage)
Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D

Additional shared vehicles: Sycamore Partners IV (2025 Vintage) · AE Industrial Partners Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+406 Additional Institutional LPs Report Shared Vehicles with Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 15 total tracked records for Coral Gables Copper Country Worthington 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 (409 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust and our interactive GP workspace.

Strategies Disclosed by Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust

Buyout LPs →Private Equity LPs →Venture Capital LPs →Real Assets LPs →Private Credit LPs →

Frequently Asked Questions: Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Florida; Headquarters: Coral Gables, FL). Across 15 historical disclosure records tracked on Prilago ($210.2M total parsed USD across disclosed rows), the median disclosed amount is $14.0M (range: $9.6M to $18.0M).

Which private-market strategies appear in Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust's public disclosures?

Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust has disclosed records across Buyout, Private Equity, Venture Capital, Real Assets, Private Credit. Open preview records include Sycamore Partners IV (2025 Vintage), Great Hill VII (2025 Vintage), Great Hill VIII (2025 Vintage), Moreton Bay SPV, LP (2025 Vintage).

How are Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Coral Gables Copper Country Worthington 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 Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coral-gables-copper-country-worthington-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 Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Coral Gables Copper Country Worthington Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 409 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 Fairfield County Franconia Sheffield Institutional Outsourced CIO & Wealth Advisory (4 shared vehicles, e.g. Sycamore Partners IV (2025 Vintage)), Cape Ann Harpeth Westbrook Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. AE Industrial Partners Fund III (2022 Vintage)), Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust (4 shared vehicles, e.g. Littlejohn Fund VI (2021 Vintage)).

Related Private Foundation & Florida Institutional LPs

Florida State Board of Administration (423)Tallahassee Retirement System (Tallahassee RS) (45)Halifax Doylestown Fairchild Private Markets Primary & GP Seeder Fund-of-Funds (31)Lilly Endowment (31)Open Society Foundations (31)Novo Nordisk Foundation Endowment (30)Polen Capital Management (30)Estero Bay Eagle River Rutherford Mutual & Casualty Insurance General Account (28)Iii Capital Management (28)Amador Valley Gallatin Valley Whitmore Philanthropic Foundation & Charitable Trust (27)