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Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Spruce Pine, NC HQ: Spruce Pine, NC

Samuel L Phillips Family Foundation

$0.0B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($939K parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 1 complete primary source trail is open below without registration.

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Disclosed Records
1
1 Open Source Trail Below
Sum of Disclosed Rows
$939K
Total AUM: $0.0B
Median Holding / Carrying Value
$939K
Range: $939K – $939K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/1)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — Samuel L Phillips Family Foundation

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for Samuel L Phillips Family Foundation (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Wf - Real Asset Funds Buyout 2024
$939K
Reported carrying value (Form 990-PF) · As of December 2025
Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
100% of Indexed Public Disclosure Rows Shown Above (1/1): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Samuel L Phillips Family Foundation

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

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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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for Samuel L Phillips Family Foundation are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Separated active manager searches, RFPs & governance updates
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Samuel L Phillips Family Foundation

Frequently Asked Questions: Samuel L Phillips Family Foundation

What type of institutional allocator is Samuel L Phillips Family Foundation and what is their typical disclosed ticket size?

Samuel L Phillips Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Spruce Pine, NC; Headquarters: Spruce Pine, NC). Across 1 historical disclosure records tracked on Prilago ($939K total parsed USD across disclosed rows), the median disclosed amount is $939K (range: $939K to $939K).

Which private-market strategies appear in Samuel L Phillips Family Foundation's public disclosures?

Samuel L Phillips Family Foundation has disclosed records across Buyout. Open preview records include Wf - Real Asset Funds (2024 Vintage).

How are Samuel L Phillips Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Samuel L Phillips Family Foundation cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 1 open source trail 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 Samuel L Phillips Family Foundation's full commitment history and contacts?

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

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