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Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Naples, FL HQ: Naples, FL

David and Tracy Lockton Family Foundation

$0.0B Total AUM · Institutional LP profile covering 3 historical fund disclosure records ($1.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 3 complete primary source trails are open below without registration.

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Disclosed Records
3
3 Open Source Trails Below
Sum of Disclosed Rows
$1.4M
Total AUM: $0.0B
Median Holding / Carrying Value
$375K
Range: $330K – $650K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/3)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — David and Tracy Lockton Family Foundation

3 Open Source Trails (No Registration)

Showing all 3 tracked historical disclosure records for David and Tracy Lockton Family Foundation (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Blue Owl Credit Income Buyout 2024
$650K
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
KKR Infrastructure Buyout 2024
$375K
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Centiva Access LTD Buyout 2024
$330K
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
100% of Indexed Public Disclosure Rows Shown Above (3/3): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — David and Tracy Lockton Family Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

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 (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — David and Tracy Lockton Family Foundation

4 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as David and Tracy Lockton Family Foundation (2 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 1 Shared Vehicle

Sarli Family Foundation

Family Office / MFO Overland Park, KS
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Credit Income (2024 Vintage)
David and Tracy Lockton Family Foundation: $650K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Sarli Family Foundation: $608K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Corrales Friends of Animals Foundation

Private Foundation Corrales, NM
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Infrastructure (2024 Vintage)
David and Tracy Lockton Family Foundation: $375K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Corrales Friends of Animals Foundation: $577K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

The Robert Mapplethorpe Foundation Inc.

Private Foundation New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Infrastructure (2024 Vintage)
David and Tracy Lockton Family Foundation: $375K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
The Robert Mapplethorpe Foundation Inc.: $119K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →

+1 Additional Institutional LPs Report Shared Vehicles with David and Tracy Lockton Family Foundation

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Request Pilot Access to Full Workspace Data for David and Tracy Lockton Family Foundation

You are viewing 3 open public preview records — all 3 currently indexed public disclosure records for David and Tracy Lockton Family Foundation are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (4 connected LPs)
  • Decision-Maker Investment Contacts (2) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by David and Tracy Lockton Family Foundation

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Frequently Asked Questions: David and Tracy Lockton Family Foundation

What type of institutional allocator is David and Tracy Lockton Family Foundation and what is their typical disclosed ticket size?

David and Tracy Lockton Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Naples, FL; Headquarters: Naples, FL). Across 3 historical disclosure records tracked on Prilago ($1.4M total parsed USD across disclosed rows), the median disclosed amount is $375K (range: $330K to $650K).

Which private-market strategies appear in David and Tracy Lockton Family Foundation's public disclosures?

David and Tracy Lockton Family Foundation has disclosed records across Buyout. Open preview records include Blue Owl Credit Income (2024 Vintage), KKR Infrastructure (2024 Vintage), Centiva Access LTD (2024 Vintage).

How are David and Tracy Lockton Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for David and Tracy Lockton Family Foundation cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 3 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 David and Tracy Lockton Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/david-and-tracy-lockton-family-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside David and Tracy Lockton Family Foundation?

In Prilago's bilateral commitment graph, David and Tracy Lockton Family Foundation shares resolved underlying fund vehicles with 4 institutional LPs across 2 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 Sarli Family Foundation (1 shared vehicle, e.g. Blue Owl Credit Income (2024 Vintage)), Corrales Friends of Animals Foundation (1 shared vehicle, e.g. KKR Infrastructure (2024 Vintage)), The Robert Mapplethorpe Foundation Inc. (1 shared vehicle, e.g. KKR Infrastructure (2024 Vintage)).

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