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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Pennsylvania HQ: Doylestown, PA

Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust

$2.1B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($306.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Infrastructure, Real Estate, Buyout, Growth Equity (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$306.6M
Total AUM: $2.1B
Median Holding / Carrying Value
$14.1M
Range: $10.0M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
General Atlantic 2024 Growth Equity 2024
$16.0M
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)
Terracap Partners V LP Real Estate 2024
$14.0M
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)
Fifth Avenue Venture Partners XII, L.P. Venture Capital 2024
$13.0M
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)
Carlyle Credit Opportunities Fund VI Private Credit 2023
$15.2M
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)
Carlyle Global Infrastructure Fund III Infrastructure 2023
$12.2M
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 — Doylestown Fond du Lac Caldwell 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

Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust (Private Foundation, $2.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% 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 20.0% vs 18.2% actual on $2.1B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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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 — Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust

529 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust (22 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 10 Shared Vehicles

Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Chantilly, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Credit Opportunities Fund VI (2023 Vintage)
Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust: $15.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds: $85.0M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Global Infrastructure Fund III (2023 Vintage) · Carlyle Aviation Partners V (2023 Vintage)

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

Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Global Infrastructure Fund III (2023 Vintage)
Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust: $12.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory: $69.2M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Credit Opportunities Fund VI (2023 Vintage) · Carlyle Aviation Partners V (2023 Vintage)

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

Sage Advisory Services Ltd

OCIO / Wealth RIA Austin, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Global Credit Opportunities Fund III (2022 Vintage)
Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust: $14.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Sage Advisory Services Ltd: $144.8M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Global Infrastructure Fund III (2023 Vintage) · Carlyle Direct Lending Fund Levered IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+526 Additional Institutional LPs Report Shared Vehicles with Doylestown Fond du Lac Caldwell 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 Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (529 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 Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Pennsylvania; Headquarters: Doylestown, PA). Across 22 historical disclosure records tracked on Prilago ($306.6M total parsed USD across disclosed rows), the median disclosed amount is $14.1M (range: $10.0M to $18.0M).

Which private-market strategies appear in Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust's public disclosures?

Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Infrastructure, Real Estate, Buyout, Growth Equity. Open preview records include General Atlantic 2024 (2024 Vintage), Terracap Partners V LP (2024 Vintage), Fifth Avenue Venture Partners XII, L.P. (2024 Vintage), Carlyle Credit Opportunities Fund VI (2023 Vintage).

How are Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Doylestown Fond du Lac Caldwell 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 Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/doylestown-fond-du-lac-caldwell-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 Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Doylestown Fond du Lac Caldwell Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 529 institutional LPs across 22 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 Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Carlyle Credit Opportunities Fund VI (2023 Vintage)), Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Carlyle Global Infrastructure Fund III (2023 Vintage)), Sage Advisory Services Ltd (8 shared vehicles, e.g. Carlyle Global Credit Opportunities Fund III (2022 Vintage)).

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