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

Ortega Charitable Foundation

$0.0B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($50.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Real Estate, Private Credit (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
$50.5M
Total AUM: $0.0B
Median Holding / Carrying Value
$3.3M
Range: $2.8M – $6.0M
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 — Ortega Charitable Foundation

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
Silver Point DOF II Private Credit 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)
JLL Partners Fund V, L.P. Buyout 2025
$3.1M
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)
RC CC Fund LP Private 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)
Estancia III Private Equity 2024
$3.1M
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)
Davidson Kempner Capital Management, LP Distressed / Special Situations 2024
$2.8M
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 — Ortega Charitable Foundation

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

Allocation-Policy / Pacing Update

Ortega Charitable Foundation (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.0% vs. 23.2% Actual; $0.7M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 65-0014714) verified $0.04B endowment (~$2M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Crewcial Partners.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 — Ortega Charitable Foundation

452 Shared-Fund Co-LPs

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

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
JLL Partners V (2024 Vintage)
Ortega Charitable Foundation: $3.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Colorado PERA: $100.0M · CAFR / Board Packet (Private-Equity-Holdings-12.31.2024, p.5)

Additional shared vehicles: LLR Equity Partners VI (2021 Vintage) · GID Opportunity Fund VII (2020 Vintage)

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

Commonwealth Financial Network

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Knox Lane Partners Fund II (2024 Vintage)
Ortega Charitable Foundation: $6.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Commonwealth Financial Network: $35.0M · SEC Form ADV 7.B

Additional shared vehicles: Ridgemont Equity Partners IV (2022 Vintage)

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

HarbourVest Partners Primary & Emerging FoF

Fund of Funds / Seeder Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Davidson Kempner Capital Management, LP (2024 Vintage)
Ortega Charitable Foundation: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
HarbourVest Partners Primary & Emerging FoF: $2.23B · SEC Form ADV 7.B

Additional shared vehicles: Knox Lane Partners Fund II (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+449 Additional Institutional LPs Report Shared Vehicles with Ortega Charitable Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Ortega Charitable Foundation

You are viewing 5 open public preview records (out of 14 total tracked records for Ortega Charitable Foundation) 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 (452 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 Ortega Charitable Foundation

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

Frequently Asked Questions: Ortega Charitable Foundation

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

Ortega Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Wilmington, DE; Headquarters: Wilmington, DE). Across 14 historical disclosure records tracked on Prilago ($50.5M 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 Ortega Charitable Foundation's public disclosures?

Ortega Charitable Foundation has disclosed records across Buyout, Venture Capital, Private Equity, Real Estate, Private Credit. Open preview records include Silver Point DOF II (2025 Vintage), JLL Partners Fund V, L.P. (2025 Vintage), RC CC Fund LP (2025 Vintage), Estancia III (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Ortega Charitable Foundation shares resolved underlying fund vehicles with 452 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 Colorado PERA (3 shared vehicles, e.g. JLL Partners V (2024 Vintage)), Commonwealth Financial Network (2 shared vehicles, e.g. Knox Lane Partners Fund II (2024 Vintage)), HarbourVest Partners Primary & Emerging FoF (2 shared vehicles, e.g. Davidson Kempner Capital Management, LP (2024 Vintage)).

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