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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Cleveland, TN

Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust

$4.7B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($321.1M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Growth 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$321.1M
Total AUM: $4.7B
Median Holding / Carrying Value
$17.0M
Range: $13.0M – $33.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
TRF IV Continuation Fund LP Private Equity 2025
$13.0M
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)
Platinum Equity Capital Partners, LP Buyout 2025
$30.8M
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)
Warburg Pincus Global Growth II, L.P. Growth Equity 2025
$18.0M
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)
Ares Special Opportunities Fund II Private Credit 2022
$20.8M
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)
Ares Special Opportunities Fund III Private Credit 2022
$13.2M
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 — Hiwassee Elkhart Rutherford 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

Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust (Private Foundation, $4.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.5% vs. 17.7% Actual; $84.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.5% vs 17.7% actual on $4.7B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust

526 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust (17 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 5 Shared Vehicles

Comal Battenkill Sutherland Mutual & Casualty Insurance General Account

Insurance Company New Braunfels, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust: $18.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Comal Battenkill Sutherland Mutual & Casualty Insurance General Account: $95.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Special Opportunities III (2025 Vintage) · Ares Special Opportunities Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Grand Traverse Hudson Valley Mcallister Mutual & Casualty Insurance General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Special Opportunities III (2025 Vintage)
Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust: $13.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Grand Traverse Hudson Valley Mcallister Mutual & Casualty Insurance General Account: $93.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Ares Special Opportunities Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Makena Capital Management

OCIO / Wealth RIA Menlo Park, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Special Opportunities Fund II (2022 Vintage)
Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust: $20.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Makena Capital Management: $115.0M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Ares Special Opportunities III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+523 Additional Institutional LPs Report Shared Vehicles with Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (526 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 Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust

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

Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Cleveland, TN). Across 17 historical disclosure records tracked on Prilago ($321.1M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $33.7M).

Which private-market strategies appear in Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust's public disclosures?

Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust has disclosed records across Private Credit, Buyout, Growth Equity, Real Estate, Distressed / Special Situations. Open preview records include TRF IV Continuation Fund LP (2025 Vintage), Platinum Equity Capital Partners, LP (2025 Vintage), Warburg Pincus Global Growth II, L.P. (2025 Vintage), Ares Special Opportunities Fund II (2022 Vintage).

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

Records for Hiwassee Elkhart Rutherford 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 Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hiwassee-elkhart-rutherford-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 Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Hiwassee Elkhart Rutherford Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 526 institutional LPs across 17 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 Comal Battenkill Sutherland Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), Grand Traverse Hudson Valley Mcallister Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Ares Special Opportunities III (2025 Vintage)), Makena Capital Management (5 shared vehicles, e.g. Ares Special Opportunities Fund II (2022 Vintage)).

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