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

Saddleback Memorial Foundation

$0.2B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($48.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Real Estate, Secondaries (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$48.4M
Total AUM: $0.2B
Median Holding / Carrying Value
$2.8M
Range: $2.3M – $5.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Saddleback Memorial Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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 Specialty Credit Fund II LP Private Credit 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)
SEI Secondary Opportunities Fund I, LP Secondaries 2025
$2.6M
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)
Industry Ventures Secondary X, L.P. Venture Capital 2025
$2.3M
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)
NexPhase Capital Fund V Buyout 2024
$3.2M
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)
Verdant Street Real Estate Fund V Real Estate 2024
$3.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Saddleback Memorial Foundation

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

Allocation-Policy / Pacing Update

Saddleback Memorial Foundation (Private Foundation, $0.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.0% vs. 22.6% Actual; $4.5M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 33-0011887) verified $0.19B endowment (~$9M statutory 5% annual grant payout); ~$8M 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 2025-01-21

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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 — Saddleback Memorial Foundation

486 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Saddleback Memorial Foundation (15 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 3 Shared Vehicles

Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Credit Opportunities Fund VI (2023 Vintage)
Saddleback Memorial Foundation: $4.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds: $85.0M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Aviation Partners V (2022 Vintage) · Carlyle Aviation Leasing Fund LP (2021 Vintage)

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

Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Aviation Partners V (2022 Vintage)
Saddleback Memorial Foundation: $3.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account: $83.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carlyle Credit Opportunities Fund VI (2023 Vintage) · Carlyle Aviation Leasing Fund LP (2021 Vintage)

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

Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Aviation Leasing Fund LP (2021 Vintage)
Saddleback Memorial Foundation: $4.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust: $21.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carlyle Credit Opportunities Fund VI (2023 Vintage) · Carlyle Aviation Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+483 Additional Institutional LPs Report Shared Vehicles with Saddleback Memorial Foundation

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Saddleback Memorial Foundation

You are viewing 5 open public preview records (out of 15 total tracked records for Saddleback Memorial Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (486 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 Saddleback Memorial Foundation

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

Frequently Asked Questions: Saddleback Memorial Foundation

What type of institutional allocator is Saddleback Memorial Foundation and what is their typical disclosed ticket size?

Saddleback Memorial Foundation is categorized under Private Foundation (Regional Roadshow Hub: Laguna Hills, CA; Headquarters: Laguna Hills, CA). Across 15 historical disclosure records tracked on Prilago ($48.4M total parsed USD across disclosed rows), the median disclosed amount is $2.8M (range: $2.3M to $5.0M).

Which private-market strategies appear in Saddleback Memorial Foundation's public disclosures?

Saddleback Memorial Foundation has disclosed records across Buyout, Private Credit, Venture Capital, Real Estate, Secondaries. Open preview records include Silver Point Specialty Credit Fund II LP (2025 Vintage), SEI Secondary Opportunities Fund I, LP (2025 Vintage), Industry Ventures Secondary X, L.P. (2025 Vintage), NexPhase Capital Fund V (2024 Vintage).

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

Records for Saddleback Memorial 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 Saddleback Memorial Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/saddleback-memorial-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 Saddleback Memorial Foundation?

In Prilago's bilateral commitment graph, Saddleback Memorial Foundation shares resolved underlying fund vehicles with 486 institutional LPs across 15 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 Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds (3 shared vehicles, e.g. Carlyle Credit Opportunities Fund VI (2023 Vintage)), Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Carlyle Aviation Partners V (2022 Vintage)), Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust (3 shared vehicles, e.g. Carlyle Aviation Leasing Fund LP (2021 Vintage)).

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