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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Raleigh, NC

Luddy Charitable Foundation

$0.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($29.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Growth Equity, Private Credit, Real Estate (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$29.3M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.2M
Range: $1.9M – $4.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Luddy Charitable Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Sterling Group Partners IV Buyout 2025
$2.5M
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)
Frazier Healthcare Growth XI Growth Equity 2025
$2.2M
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)
BCP Fund II, L.P. Buyout 2025
$2.1M
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)
Crestline Opp V Opportunistic Credit V Private Credit 2024
$2.4M
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)
TrueBridge Capital Partners Fund VIII Venture Capital 2024
$1.9M
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 — Luddy Charitable Foundation

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

Allocation-Policy / Pacing Update

Luddy Charitable Foundation (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 24.0% vs. 24.6% Actual; $-0.4M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 11-3660572) 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: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 — Luddy Charitable Foundation

409 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Luddy Charitable Foundation (12 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

Bloomberg Family Foundation

Private Foundation New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sterling Group Partners IV (2025 Vintage)
Luddy Charitable Foundation: $2.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Bloomberg Family Foundation: $49.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Carousel Capital Partners VI (2022 Vintage) · Generation IM Sustainable Solutions Fund IV (2022 Vintage)

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

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures VIII (2023 Vintage)
Luddy Charitable Foundation: $2.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Colorado PERA: $40.0M · CAFR / Board Packet (Colorado PERA Board Meeting Minutes, November 2020)

Additional shared vehicles: TPG Angelo Gordon Credit Solutions Fund III (2021 Vintage)

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

Oregon Public Employees Retirement Fund

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mayfield XVII (2023 Vintage)
Luddy Charitable Foundation: $4.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Oregon Public Employees Retirement Fund: $30.0M · CAFR / Board Packet (Oregon 2025, p.5)

Additional shared vehicles: Khosla Ventures VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+406 Additional Institutional LPs Report Shared Vehicles with Luddy Charitable Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Luddy Charitable Foundation

You are viewing 5 open public preview records (out of 12 total tracked records for Luddy Charitable Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 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 Luddy Charitable Foundation

Buyout LPs →Venture Capital LPs →Growth Equity LPs →Private Credit LPs →Real Estate LPs →

Frequently Asked Questions: Luddy Charitable Foundation

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

Luddy Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Raleigh, NC). Across 12 historical disclosure records tracked on Prilago ($29.3M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.9M to $4.0M).

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

Luddy Charitable Foundation has disclosed records across Buyout, Venture Capital, Growth Equity, Private Credit, Real Estate. Open preview records include Sterling Group Partners IV (2025 Vintage), Frazier Healthcare Growth XI (2025 Vintage), BCP Fund II, L.P. (2025 Vintage), Crestline Opp V Opportunistic Credit V (2024 Vintage).

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

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

General Partners can join the early-access waitlist on https://prilago.com/lp/luddy-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 Luddy Charitable Foundation?

In Prilago's bilateral commitment graph, Luddy Charitable Foundation shares resolved underlying fund vehicles with 409 institutional LPs across 12 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 Bloomberg Family Foundation (3 shared vehicles, e.g. Sterling Group Partners IV (2025 Vintage)), Colorado PERA (2 shared vehicles, e.g. Khosla Ventures VIII (2023 Vintage)), Oregon Public Employees Retirement Fund (2 shared vehicles, e.g. Mayfield XVII (2023 Vintage)).

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