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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: New York / Tri-State HQ: Huntington, NY

Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust

$4.6B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($468.9M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Real Estate, Private Credit, Private Equity, Real Assets (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$468.9M
Total AUM: $4.6B
Median Holding / Carrying Value
$22.5M
Range: $13.0M – $33.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Crestline Opp IV Opportunistic Credit IV Private Credit 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)
IG Logistics Venture V Real Estate 2023
$26.0M
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)
Brookfield SuperCore Co In III Private Equity 2023
$21.5M
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)
Oaktree SSF III Distressed / Special Situations 2023
$15.0M
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)
IFM Global Infrastructure (US), L.P. Infrastructure 2022
$27.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Huntington Carillon Brookfield 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

Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust (Private Foundation, $4.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.5% vs. 16.5% Actual; $138.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$62M–$117M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.5% vs 16.5% actual on $4.6B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust

409 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust (20 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 8 Shared Vehicles

Btg Pactual Asset Management US

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IG Logistics Venture V (2023 Vintage)
Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust: $26.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Btg Pactual Asset Management US: $140.5M · SEC Form ADV 7.B

Additional shared vehicles: IG Neo Infrastructure Credit II (2022 Vintage) · IG Neo Infrastructure Fund II (2021 Vintage)

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

Fox River Hilton Head Weatherby Mutual & Casualty Insurance General Account

Insurance Company Geneva, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IG Neo Infrastructure Credit II (2022 Vintage)
Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust: $22.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Fox River Hilton Head Weatherby Mutual & Casualty Insurance General Account: $65.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IG Logistics Venture V (2023 Vintage) · IG Neo Infrastructure Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Grand Island, NE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IG Neo Infrastructure Fund II (2021 Vintage)
Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust: $25.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory: $74.2M · SEC Form ADV 7.B

Additional shared vehicles: IG Logistics Venture V (2023 Vintage) · IG Neo Infrastructure Credit II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+406 Additional Institutional LPs Report Shared Vehicles with Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (409 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 Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust

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

Frequently Asked Questions: Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: New York / Tri-State; Headquarters: Huntington, NY). Across 22 historical disclosure records tracked on Prilago ($468.9M total parsed USD across disclosed rows), the median disclosed amount is $22.5M (range: $13.0M to $33.0M).

Which private-market strategies appear in Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust's public disclosures?

Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust has disclosed records across Infrastructure, Real Estate, Private Credit, Private Equity, Real Assets. Open preview records include Crestline Opp IV Opportunistic Credit IV (2024 Vintage), IG Logistics Venture V (2023 Vintage), Brookfield SuperCore Co In III (2023 Vintage), Oaktree SSF III (2023 Vintage).

How are Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Huntington Carillon Brookfield 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 Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/huntington-carillon-brookfield-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 Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Huntington Carillon Brookfield Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 409 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 Btg Pactual Asset Management US (8 shared vehicles, e.g. IG Logistics Venture V (2023 Vintage)), Fox River Hilton Head Weatherby Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. IG Neo Infrastructure Credit II (2022 Vintage)), Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. IG Neo Infrastructure Fund II (2021 Vintage)).

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