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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Sandusky, OH HQ: Sandusky, OH

Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust

$2.4B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($317.8M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Private Equity, Real Estate, Distressed / Special Situations (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$317.8M
Total AUM: $2.4B
Median Holding / Carrying Value
$15.0M
Range: $11.8M – $18.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Mesirow Financial Private Equity IX Fund of Funds 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)
GIM LTE Hazel 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)
Carlyle Credit Opportunities Fund VI Private Credit 2023
$17.8M
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)
Francisco Agility III Private Equity 2023
$16.0M
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)
PVP Fund IV, LP Buyout 2023
$14.1M
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 — Firelands Finger Lakes Ashford 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

Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust (Private Foundation, $2.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.5% vs. 18.7% 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 20.5% vs 18.7% actual on $2.4B total assets). Gatekeeper / Intake Conduit: WTW (Willis Towers Watson).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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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 — Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust

445 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Firelands Finger Lakes Ashford 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 8 Shared Vehicles

Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Credit Opportunities Fund VI (2023 Vintage)
Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust: $17.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust: $31.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carlyle Aviation Partners V (2023 Vintage) · Carlyle Direct Lending Fund Levered IV (2022 Vintage)

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

Wendel Family-Backed Investment Company

Family Office / MFO Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Aviation Partners V (2023 Vintage)
Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust: $13.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Wendel Family-Backed Investment Company: $20.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carlyle Credit Opportunities Fund VI (2023 Vintage) · Carlyle Direct Lending Fund Levered IV (2022 Vintage)

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

Conneaut Front Range Pendleton Regional Health System Master Investment Pool

Healthcare / Hospital System Meadville, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Direct Lending Fund Levered IV (2022 Vintage)
Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust: $12.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Conneaut Front Range Pendleton Regional Health System Master Investment Pool: $38.2M · IRS Form 990 Sched D

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

Potential introduction path · LPAC unconfirmed View LP Profile →

+442 Additional Institutional LPs Report Shared Vehicles with Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (445 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 Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust

Private Credit LPs →Buyout LPs →Private Equity LPs →Real Estate LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Sandusky, OH; Headquarters: Sandusky, OH). Across 21 historical disclosure records tracked on Prilago ($317.8M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $11.8M to $18.1M).

Which private-market strategies appear in Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust's public disclosures?

Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Buyout, Private Equity, Real Estate, Distressed / Special Situations. Open preview records include Mesirow Financial Private Equity IX (2025 Vintage), GIM LTE Hazel L.P. (2024 Vintage), Carlyle Credit Opportunities Fund VI (2023 Vintage), Francisco Agility III (2023 Vintage).

How are Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Firelands Finger Lakes Ashford 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 Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/firelands-finger-lakes-ashford-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 Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Firelands Finger Lakes Ashford Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 445 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 Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Carlyle Credit Opportunities Fund VI (2023 Vintage)), Wendel Family-Backed Investment Company (8 shared vehicles, e.g. Carlyle Aviation Partners V (2023 Vintage)), Conneaut Front Range Pendleton Regional Health System Master Investment Pool (8 shared vehicles, e.g. Carlyle Direct Lending Fund Levered IV (2022 Vintage)).

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