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Private Foundation TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule) Roadshow Hub: Gaffney, SC HQ: Gaffney, SC

The Fullerton Foundation

$0.0B Total AUM · Institutional LP profile covering 2 historical fund disclosure records ($9.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 2 complete primary source trails are open below without registration.

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Disclosed Records
2
2 Open Source Trails Below
Sum of Disclosed Rows
$9.1M
Total AUM: $0.0B
Median Holding / Carrying Value
$7.7M
Range: $1.4M – $7.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/2)
1 Gatekeepers · 1 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 — The Fullerton Foundation

2 Open Source Trails (No Registration)

Showing all 2 tracked historical disclosure records for The Fullerton Foundation (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
Hedge Fund Of Funds/Managed Futures Buyout 2024
$7.7M
Reported carrying value (Form 990-PF) · As of November 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Real Estate Investment Trust Buyout 2024
$1.4M
Reported carrying value (Form 990-PF) · As of November 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
100% of Indexed Public Disclosure Rows Shown Above (2/2): 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 — The Fullerton Foundation

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Fullerton Foundation

7 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Fullerton Foundation (1 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 1 Shared Vehicle

BRGEPP-FL (Boca Raton General Employees)

Public Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Real Estate Investment Trust (2024 Vintage)
The Fullerton Foundation: $1.4M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
BRGEPP-FL (Boca Raton General Employees): $10.1M (Holding / Fair Value) · CAFR / Board Packet (BRGEPP FL 2024 ACFR, p.86)
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Marshall University Foundation Incorporated

University Endowment Huntington, WV
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Real Estate Investment Trust (2024 Vintage)
The Fullerton Foundation: $1.4M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Marshall University Foundation Incorporated: $12.4M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Unidel Foundation Inc.

Private Foundation Greenville, DE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Real Estate Investment Trust (2024 Vintage)
The Fullerton Foundation: $1.4M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Unidel Foundation Inc.: $5.0M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →

+4 Additional Institutional LPs Report Shared Vehicles with The Fullerton Foundation

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Request Pilot Access to Full Workspace Data for The Fullerton Foundation

You are viewing 2 open public preview records — all 2 currently indexed public disclosure records for The Fullerton 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
  • Bilateral Shared-Fund Co-Investor Graph (7 connected LPs)
  • 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 The Fullerton Foundation

Buyout LPs →

Frequently Asked Questions: The Fullerton Foundation

What type of institutional allocator is The Fullerton Foundation and what is their typical disclosed ticket size?

The Fullerton Foundation is categorized under Private Foundation (Regional Roadshow Hub: Gaffney, SC; Headquarters: Gaffney, SC). Across 2 historical disclosure records tracked on Prilago ($9.1M total parsed USD across disclosed rows), the median disclosed amount is $7.7M (range: $1.4M to $7.7M).

Which private-market strategies appear in The Fullerton Foundation's public disclosures?

The Fullerton Foundation has disclosed records across Buyout. Open preview records include Hedge Fund Of Funds/Managed Futures (2024 Vintage), Real Estate Investment Trust (2024 Vintage).

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

Records for The Fullerton Foundation cite primary public disclosures (TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)), and visitors can inspect 2 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 The Fullerton Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-fullerton-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 The Fullerton Foundation?

In Prilago's bilateral commitment graph, The Fullerton Foundation shares resolved underlying fund vehicles with 7 institutional LPs across 1 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 BRGEPP-FL (Boca Raton General Employees) (1 shared vehicle, e.g. Real Estate Investment Trust (2024 Vintage)), Marshall University Foundation Incorporated (1 shared vehicle, e.g. Real Estate Investment Trust (2024 Vintage)), Unidel Foundation Inc. (1 shared vehicle, e.g. Real Estate Investment Trust (2024 Vintage)).

Related Private Foundation & Gaffney, SC Institutional LPs

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