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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Florida HQ: Bonita Springs, FL

Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust

$5.8B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($533.4M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$533.4M
Total AUM: $5.8B
Median Holding / Carrying Value
$19.0M
Range: $13.0M – $41.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Thoma Bravo XV-A, L.P. Buyout 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)
NIS Preferred Stock QP Fund II Private Credit 2024
$15.0M
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)
TPG Partners XIV Buyout 2023
$19.2M
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)
TPG Growth VII Growth Equity 2023
$14.5M
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)
Blackstone Credit Tactical Opportunities Fund IV Private Credit 2023
$17.0M
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 — Estero Bay Calumet Fitzgerald 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

Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust (Private Foundation, $5.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.5% vs. 17.3% Actual; $127.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$57M–$108M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.5% vs 17.3% actual on $5.8B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 — Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust

555 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust (23 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 12 Shared Vehicles

Choptank Camellia Osullivan Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Real Estate Partners III (2025 Vintage)
Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust: $29.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Choptank Camellia Osullivan Mutual & Casualty Insurance General Account: $71.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Real Estate Discretionary Core Plus II (2024 Vintage) · TPG Partners XIV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Palmer Square Capital Management

OCIO / Wealth RIA Mission Woods, KS
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Real Estate Discretionary Core Plus II (2024 Vintage)
Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust: $14.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Palmer Square Capital Management: $98.0M · SEC Form ADV 7.B

Additional shared vehicles: TPG Real Estate Partners III (2025 Vintage) · TPG Partners XIV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Knights Of Columbus Asset Advisors

OCIO / Wealth RIA New Haven, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Partners XIV (2023 Vintage)
Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust: $19.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Knights Of Columbus Asset Advisors: $116.8M · SEC Form ADV 7.B

Additional shared vehicles: TPG Real Estate Partners III (2025 Vintage) · TPG Real Estate Discretionary Core Plus II (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+552 Additional Institutional LPs Report Shared Vehicles with Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (555 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 Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Florida; Headquarters: Bonita Springs, FL). Across 24 historical disclosure records tracked on Prilago ($533.4M total parsed USD across disclosed rows), the median disclosed amount is $19.0M (range: $13.0M to $41.6M).

Which private-market strategies appear in Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust's public disclosures?

Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust has disclosed records across Real Estate, Buyout, Private Credit, Growth Equity, Venture Capital. Open preview records include Thoma Bravo XV-A, L.P. (2024 Vintage), NIS Preferred Stock QP Fund II (2024 Vintage), TPG Partners XIV (2023 Vintage), TPG Growth VII (2023 Vintage).

How are Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Estero Bay Calumet Fitzgerald 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 Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/estero-bay-calumet-fitzgerald-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 Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Estero Bay Calumet Fitzgerald Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 555 institutional LPs across 23 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 Choptank Camellia Osullivan Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. TPG Real Estate Partners III (2025 Vintage)), Palmer Square Capital Management (11 shared vehicles, e.g. TPG Real Estate Discretionary Core Plus II (2024 Vintage)), Knights Of Columbus Asset Advisors (11 shared vehicles, e.g. TPG Partners XIV (2023 Vintage)).

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