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Private Foundation TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule) Roadshow Hub: Brooklyn, OH HQ: Brooklyn, OH

George and Kathleen Anderson Charitable Trust

$0.0B Total AUM · Institutional LP profile covering 2 historical fund disclosure records ($458K parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 2 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
2
2 Open Source Trails Below
Sum of Disclosed Rows
$458K
Total AUM: $0.0B
Median Holding / Carrying Value
$255K
Range: $204K – $255K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/2)
1 Gatekeepers · 1 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 — George and Kathleen Anderson Charitable Trust

2 Open Source Trails (No Registration)

Showing all 2 tracked historical disclosure records for George and Kathleen Anderson Charitable Trust (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
756109Cf9 Realty Income CORP Buyout 2024
$255K
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 (Part II, Line 13 Investments Schedule)
22550L2K6 Credit Suisse Ag Buyout 2024
$204K
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 (Part II, Line 13 Investments Schedule)
100% of Indexed Public Disclosure Rows Shown Above (2/2): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — George and Kathleen Anderson Charitable Trust

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

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 (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for George and Kathleen Anderson Charitable Trust

You are viewing 2 open public preview records — all 2 currently indexed public disclosure records for George and Kathleen Anderson Charitable Trust are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Separated active manager searches, RFPs & governance updates
  • Decision-Maker Investment Contacts (2) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by George and Kathleen Anderson Charitable Trust

Frequently Asked Questions: George and Kathleen Anderson Charitable Trust

What type of institutional allocator is George and Kathleen Anderson Charitable Trust and what is their typical disclosed ticket size?

George and Kathleen Anderson Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Brooklyn, OH; Headquarters: Brooklyn, OH). Across 2 historical disclosure records tracked on Prilago ($458K total parsed USD across disclosed rows), the median disclosed amount is $255K (range: $204K to $255K).

Which private-market strategies appear in George and Kathleen Anderson Charitable Trust's public disclosures?

George and Kathleen Anderson Charitable Trust has disclosed records across Buyout. Open preview records include 756109Cf9 Realty Income CORP (2024 Vintage), 22550L2K6 Credit Suisse Ag (2024 Vintage).

How are George and Kathleen Anderson Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for George and Kathleen Anderson Charitable Trust cite primary public disclosures (TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)), and visitors can inspect 2 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 George and Kathleen Anderson Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/george-and-kathleen-anderson-charitable-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

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