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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Escondido, CA HQ: Escondido, CA

Lb Charitable Foundation

$0.1B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($48.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Multi-Strategy, Growth Equity (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$48.3M
Total AUM: $0.1B
Median Holding / Carrying Value
$3.3M
Range: $2.8M – $6.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Lb Charitable Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Deerfield Partners LP Multi-Strategy 2025
$4.5M
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)
HIG Capital Partners VII Buyout 2025
$3.3M
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)
Menlo Inflection IV, LP Growth Equity 2025
$2.8M
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)
Canyon Laurel Fund II LP Real Estate 2024
$3.6M
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)
Benchmark Capital Partners XI Venture Capital 2024
$3.3M
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 — Lb Charitable Foundation

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

Allocation-Policy / Pacing Update

Lb Charitable Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 21.2% Actual; $-0.7M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 84-3123162) verified $0.06B endowment (~$3M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: TIFF Investment Management.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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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 — Lb Charitable Foundation

528 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Lb Charitable Foundation (13 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 2 Shared Vehicles

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Peak Rock Capital Fund IV (2025 Vintage)
Lb Charitable Foundation: $3.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
CalSTRS: $200.0M · CAFR / Board Packet (CalSTRSPrivateEquityPerformanceReportFYE2025, p.6)

Additional shared vehicles: Rubicon Technology Partners IV (2023 Vintage)

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

SURS Illinois

Public Pension Plan Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Real Estate Debt Strategies V (2022 Vintage)
Lb Charitable Foundation: $3.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
SURS Illinois: $100.0M · CAFR / Board Packet (SURS ACFR FY2024)

Additional shared vehicles: DigitalBridge Partners II (2020 Vintage)

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

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Real Estate Partners IX.TE.1 LP (2024 Vintage)
Lb Charitable Foundation: $6.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
University of Texas (UTIMCO): $90.3M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.56)

Additional shared vehicles: Canyon Laurel Fund II LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+525 Additional Institutional LPs Report Shared Vehicles with Lb Charitable Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Lb Charitable Foundation

You are viewing 5 open public preview records (out of 13 total tracked records for Lb Charitable Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (528 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 Lb Charitable Foundation

Buyout LPs →Real Estate LPs →Venture Capital LPs →Multi-Strategy LPs →Growth Equity LPs →

Frequently Asked Questions: Lb Charitable Foundation

What type of institutional allocator is Lb Charitable Foundation and what is their typical disclosed ticket size?

Lb Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Escondido, CA; Headquarters: Escondido, CA). Across 13 historical disclosure records tracked on Prilago ($48.3M total parsed USD across disclosed rows), the median disclosed amount is $3.3M (range: $2.8M to $6.0M).

Which private-market strategies appear in Lb Charitable Foundation's public disclosures?

Lb Charitable Foundation has disclosed records across Buyout, Real Estate, Venture Capital, Multi-Strategy, Growth Equity. Open preview records include Deerfield Partners LP (2025 Vintage), HIG Capital Partners VII (2025 Vintage), Menlo Inflection IV, LP (2025 Vintage), Canyon Laurel Fund II LP (2024 Vintage).

How are Lb Charitable Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Lb Charitable Foundation 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 Lb Charitable Foundation's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Lb Charitable Foundation?

In Prilago's bilateral commitment graph, Lb Charitable Foundation shares resolved underlying fund vehicles with 528 institutional LPs across 13 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 CalSTRS (2 shared vehicles, e.g. Peak Rock Capital Fund IV (2025 Vintage)), SURS Illinois (2 shared vehicles, e.g. Blackstone Real Estate Debt Strategies V (2022 Vintage)), University of Texas (UTIMCO) (2 shared vehicles, e.g. Blackstone Real Estate Partners IX.TE.1 LP (2024 Vintage)).

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