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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Winston-Salem, NC HQ: Winston-Salem, NC

Kate B. Reynolds Charitable Trust

$0.7B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($70.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Secondaries, Infrastructure, Venture Capital (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$70.7M
Total AUM: $0.7B
Median Holding / Carrying Value
$5.0M
Range: $3.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Kate B. Reynolds Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
GID Real Estate Fund VII Real Estate 2025
$5.0M
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)
Kinderhook Fund VIII Buyout 2025
$4.8M
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)
SK Capital Partners VI, L.P. Buyout 2025
$4.8M
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)
Blackstone Real Estate Partners XIII Real Estate 2025
$4.3M
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)
BentallGreenOak Asia Value-Add Fund IV Real Estate 2025
$4.3M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Kate B. Reynolds Charitable Trust

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

Allocation-Policy / Pacing Update

Kate B. Reynolds Charitable Trust (Winston-Salem, NC) committed $4.8M to SK Capital Partners VI, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($4.1M allocation gap toward a 23.0% target, advised by Cambridge Associates).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-10

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Kate B. Reynolds Charitable Trust

525 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Kate B. Reynolds Charitable Trust (14 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

Sacramento County (SCERS)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OrbiMed Private Investments IX (2025 Vintage)
Kate B. Reynolds Charitable Trust: $7.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Sacramento County (SCERS): $25.0M · CAFR / Board Packet (SCERS AB2833 7514 7 Report 20240821, p.17)

Additional shared vehicles: DigitalBridge Partners II (2020 Vintage) · Accel-KKR Growth Capital Partners III (2018 Vintage)

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

Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Escondido, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
StepStone VC Secondaries V (2022 Vintage)
Kate B. Reynolds Charitable Trust: $6.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory: $48.0M · SEC Form ADV 7.B

Additional shared vehicles: StepStone VC Global Partners Fund VII (2020 Vintage) · Sterling Value Add Partners III, L.P. (2019 Vintage)

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

Harris | Oakmark

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
StepStone VC Global Partners Fund VII (2020 Vintage)
Kate B. Reynolds Charitable Trust: $6.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Harris | Oakmark: $78.5M · SEC Form ADV 7.B

Additional shared vehicles: StepStone VC Secondaries V (2022 Vintage) · Sterling Value Add Partners III, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+522 Additional Institutional LPs Report Shared Vehicles with Kate B. Reynolds Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Kate B. Reynolds Charitable Trust

You are viewing 5 open public preview records (out of 14 total tracked records for Kate B. Reynolds Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (525 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Kate B. Reynolds Charitable Trust

Buyout LPs →Real Estate LPs →Secondaries LPs →Infrastructure LPs →Venture Capital LPs →

Frequently Asked Questions: Kate B. Reynolds Charitable Trust

What type of institutional allocator is Kate B. Reynolds Charitable Trust and what is their typical disclosed ticket size?

Kate B. Reynolds Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Winston-Salem, NC; Headquarters: Winston-Salem, NC). Across 14 historical disclosure records tracked on Prilago ($70.7M total parsed USD across disclosed rows), the median disclosed amount is $5.0M (range: $3.0M to $7.5M).

Which private-market strategies appear in Kate B. Reynolds Charitable Trust's public disclosures?

Kate B. Reynolds Charitable Trust has disclosed records across Buyout, Real Estate, Secondaries, Infrastructure, Venture Capital. Open preview records include GID Real Estate Fund VII (2025 Vintage), Kinderhook Fund VIII (2025 Vintage), SK Capital Partners VI, L.P. (2025 Vintage), Blackstone Real Estate Partners XIII (2025 Vintage).

How are Kate B. Reynolds Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Kate B. Reynolds Charitable Trust 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 Kate B. Reynolds Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/kate-b-reynolds-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 Kate B. Reynolds Charitable Trust?

In Prilago's bilateral commitment graph, Kate B. Reynolds Charitable Trust shares resolved underlying fund vehicles with 525 institutional LPs across 14 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 Sacramento County (SCERS) (3 shared vehicles, e.g. OrbiMed Private Investments IX (2025 Vintage)), Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. StepStone VC Secondaries V (2022 Vintage)), Harris | Oakmark (3 shared vehicles, e.g. StepStone VC Global Partners Fund VII (2020 Vintage)).

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