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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Ohio / Indiana HQ: Elkhart, IN

Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust

$2.7B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($321.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Growth Equity, Venture Capital (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$321.6M
Total AUM: $2.7B
Median Holding / Carrying Value
$16.0M
Range: $12.6M – $19.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Blackstone Topaz Fund, L.P. Private Equity 2024
$18.0M
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)
Lone Star Fund XII Real Estate 2023
$18.8M
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)
Long Ridge Equity Partners IV Buyout 2023
$18.2M
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)
Olympus Growth Fund VIII Buyout 2023
$15.0M
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)
Kelso Investment Associates XI Buyout 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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Elkhart Fox River Rosenberg 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

Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust (Private Foundation, $2.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.5% vs. 16.5% Actual; $81.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.5% vs 16.5% actual on $2.7B total assets). Gatekeeper / Intake Conduit: StepStone Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 — Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust

536 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust (20 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

Stancorp Investment Advisers, Inc.

OCIO / Wealth RIA Portland, OR
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lone Star Fund XII (2025 Vintage)
Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust: $18.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Stancorp Investment Advisers, Inc.: $31.2M · SEC Form ADV 7.B

Additional shared vehicles: Long Ridge Equity Partners IV (2023 Vintage) · Olympus Growth Fund VIII (2023 Vintage)

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

Auto-Owners Insurance General Account

Insurance Company Lansing, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Long Ridge Equity Partners IV (2023 Vintage)
Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust: $18.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Auto-Owners Insurance General Account: $50.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lone Star Fund XII (2025 Vintage) · Longitude Prime Fund, L.P. (2021 Vintage)

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

Front Range Foothills Pembroke Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Longitude Prime Fund, L.P. (2021 Vintage)
Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust: $18.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Front Range Foothills Pembroke Private Markets Primary & GP Seeder Fund-of-Funds: $77.8M · SEC Form ADV 7.B

Additional shared vehicles: Long Ridge Equity Partners IV (2023 Vintage) · Kelso Investment Associates XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+533 Additional Institutional LPs Report Shared Vehicles with Elkhart Fox River Rosenberg 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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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (536 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 Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust

Real Estate LPs →Buyout LPs →Private Equity LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Elkhart, IN). Across 20 historical disclosure records tracked on Prilago ($321.6M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $12.6M to $19.3M).

Which private-market strategies appear in Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust's public disclosures?

Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust has disclosed records across Real Estate, Buyout, Private Equity, Growth Equity, Venture Capital. Open preview records include Blackstone Topaz Fund, L.P. (2024 Vintage), Lone Star Fund XII (2023 Vintage), Long Ridge Equity Partners IV (2023 Vintage), Olympus Growth Fund VIII (2023 Vintage).

How are Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Elkhart Fox River Rosenberg 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 Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/elkhart-fox-river-rosenberg-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 Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Elkhart Fox River Rosenberg Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 536 institutional LPs across 20 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 Stancorp Investment Advisers, Inc. (9 shared vehicles, e.g. Lone Star Fund XII (2025 Vintage)), Auto-Owners Insurance General Account (8 shared vehicles, e.g. Long Ridge Equity Partners IV (2023 Vintage)), Front Range Foothills Pembroke Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Longitude Prime Fund, L.P. (2021 Vintage)).

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