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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Massachusetts / New England HQ: Boston, MA

Fiduciary Charitable Foundation

$0.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($29.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Infrastructure, Real Estate (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$29.3M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.2M
Range: $1.9M – $4.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Fiduciary Charitable Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Levine Leichtman Cap Prt VII Private Equity 2025
$2.1M
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)
Audax Private Equity Fund III Buyout 2025
$1.9M
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)
H.I.G. Bayside Loan Opp. Fund IV Private Credit 2025
$1.9M
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)
AEA Investors SBF VII Private Equity 2024
$2.5M
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)
Strategic Partners Infrastructure III LP Infrastructure 2024
$2.4M
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 — Fiduciary Charitable Foundation

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

Allocation-Policy / Pacing Update

Fiduciary Charitable Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 19.2% Actual; $-1.4M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 46-649138) verified $0.12B endowment (~$6M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Angeles Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 — Fiduciary Charitable Foundation

373 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fiduciary Charitable Foundation (12 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 3 Shared Vehicles

Community Capital Management

OCIO / Wealth RIA Fort Lauderdale, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Industrial Partners Capital Fund VII LP (2024 Vintage)
Fiduciary Charitable Foundation: $2.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Community Capital Management: $46.3M · SEC Form ADV 7.B

Additional shared vehicles: Mainsail Partners VI (2022 Vintage) · Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)

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

Los Angeles County (LACERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lake Cascade Fund, L.P. (2023 Vintage)
Fiduciary Charitable Foundation: $2.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Los Angeles County (LACERA): $675.0M · CAFR / Board Packet (LACERA TFI Cost Report FY23, p.22)

Additional shared vehicles: The Veritas Capital Vantage Fund, L.P. (2021 Vintage)

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

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Partners Infrastructure Iii Lp (2024 Vintage)
Fiduciary Charitable Foundation: $2.4M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
University of Texas (UTIMCO): $111.7M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.51)

Additional shared vehicles: American Industrial Partners Capital Fund VII LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+370 Additional Institutional LPs Report Shared Vehicles with Fiduciary Charitable Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Fiduciary Charitable Foundation

You are viewing 5 open public preview records (out of 12 total tracked records for Fiduciary Charitable Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (373 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 Fiduciary Charitable Foundation

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

Frequently Asked Questions: Fiduciary Charitable Foundation

What type of institutional allocator is Fiduciary Charitable Foundation and what is their typical disclosed ticket size?

Fiduciary Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 12 historical disclosure records tracked on Prilago ($29.3M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.9M to $4.0M).

Which private-market strategies appear in Fiduciary Charitable Foundation's public disclosures?

Fiduciary Charitable Foundation has disclosed records across Buyout, Private Credit, Private Equity, Infrastructure, Real Estate. Open preview records include Levine Leichtman Cap Prt VII (2025 Vintage), Audax Private Equity Fund III (2025 Vintage), H.I.G. Bayside Loan Opp. Fund IV (2025 Vintage), AEA Investors SBF VII (2024 Vintage).

How are Fiduciary Charitable Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Fiduciary Charitable Foundation cite primary public disclosures (TY2025 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 Fiduciary Charitable Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fiduciary-charitable-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 Fiduciary Charitable Foundation?

In Prilago's bilateral commitment graph, Fiduciary Charitable Foundation shares resolved underlying fund vehicles with 373 institutional LPs across 12 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 Community Capital Management (3 shared vehicles, e.g. American Industrial Partners Capital Fund VII LP (2024 Vintage)), Los Angeles County (LACERA) (2 shared vehicles, e.g. Lake Cascade Fund, L.P. (2023 Vintage)), University of Texas (UTIMCO) (2 shared vehicles, e.g. Strategic Partners Infrastructure Iii Lp (2024 Vintage)).

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