Skip to main content
Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Salem, MA HQ: Salem, MA

Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust

$4.9B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($283.9M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Venture Capital, Private Equity, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$283.9M
Total AUM: $4.9B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $36.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
TA Realty Value-Add Fund XIII Real Estate 2025
$23.0M
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)
Foundry Venture Capital 2010 LP Venture Capital 2025
$18.0M
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)
Marathon Eco VI European Credit Opportunities VI Private Credit 2025
$17.0M
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)
Eagle Point Defensive Income III Private Equity 2025
$36.9M
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)
TA Realty Fund XIII Real Estate 2023
$14.2M
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 — Essex County Elkhart Carrington 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

Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust (Private Foundation, $4.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 18.3% Actual; $107.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$49M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.5% vs 18.3% actual on $4.9B total assets). Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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 — Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust

397 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust (14 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 2 Shared Vehicles

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Foundry Venture Capital 2010 LP (2024 Vintage)
Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust: $18.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
University of Texas (UTIMCO): $36.9M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.60)

Additional shared vehicles: Foundry Group Next 2018 LP (2018 Vintage)

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

Vermont Pension Investment Commission (VPIC)

Public Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAG Real Estate Fund V (2021 Vintage)
Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust: $14.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Vermont Pension Investment Commission (VPIC): $50.0M · CAFR / Board Packet (VPIC Board Meeting Minutes, November 2021)

Additional shared vehicles: PIMCO Tactical Opportunities IV (2020 Vintage)

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

Arizona SRS

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO Tactical Opportunities IV (2020 Vintage)
Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust: $33.7M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Arizona SRS: $65.0M · CAFR / Board Packet (Arizona SRS Board Meeting Minutes, February 2021)

Additional shared vehicles: HPS Strategic Investment Partners IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+394 Additional Institutional LPs Report Shared Vehicles with Essex County Elkhart Carrington 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 Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 14 total tracked records for Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (397 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 Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust and our interactive GP workspace.

Strategies Disclosed by Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust

Real Estate LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Salem, MA; Headquarters: Salem, MA). Across 14 historical disclosure records tracked on Prilago ($283.9M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $36.9M).

Which private-market strategies appear in Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust's public disclosures?

Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust has disclosed records across Real Estate, Private Credit, Venture Capital, Private Equity, Infrastructure. Open preview records include TA Realty Value-Add Fund XIII (2025 Vintage), Foundry Venture Capital 2010 LP (2025 Vintage), Marathon Eco VI European Credit Opportunities VI (2025 Vintage), Eagle Point Defensive Income III (2025 Vintage).

How are Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Essex County Elkhart Carrington 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 Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/essex-county-elkhart-carrington-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 Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Essex County Elkhart Carrington Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 397 institutional LPs across 14 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 University of Texas (UTIMCO) (2 shared vehicles, e.g. Foundry Venture Capital 2010 LP (2024 Vintage)), Vermont Pension Investment Commission (VPIC) (2 shared vehicles, e.g. PAG Real Estate Fund V (2021 Vintage)), Arizona SRS (2 shared vehicles, e.g. PIMCO Tactical Opportunities IV (2020 Vintage)).

Related Private Foundation & Salem, MA Institutional LPs

Essex County Fox River Waverly Mutual & Casualty Insurance General Account (32)Lilly Endowment (31)Open Society Foundations (31)Novo Nordisk Foundation Endowment (30)Amador Valley Gallatin Valley Whitmore Philanthropic Foundation & Charitable Trust (27)Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust (27)Bill & Melinda Gates Foundation Trust (27)Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust (27)Essex County Camellia Carmichael Mutual & Casualty Insurance General Account (27)Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust (27)