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

The Roberts Charitable Foundation Inc.

$0.0B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($116K 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
$116K
Total AUM: $0.0B
Median Holding / Carrying Value
$116K
Range: $116K – $116K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/1)
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 Roberts Charitable Foundation Inc.

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for The Roberts Charitable Foundation Inc. (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
The Merger Fund Cl I 6818.059 Shrs Buyout 2024
$116K
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 (Part II, Line 13 Investments Schedule)
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 — The Roberts Charitable Foundation Inc.

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

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You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for The Roberts Charitable Foundation Inc. 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 The Roberts Charitable Foundation Inc.

Frequently Asked Questions: The Roberts Charitable Foundation Inc.

What type of institutional allocator is The Roberts Charitable Foundation Inc. and what is their typical disclosed ticket size?

The Roberts Charitable Foundation Inc. is categorized under Private Foundation (Regional Roadshow Hub: Gainesville, GA; Headquarters: Gainesville, GA). Across 1 historical disclosure records tracked on Prilago ($116K total parsed USD across disclosed rows), the median disclosed amount is $116K (range: $116K to $116K).

Which private-market strategies appear in The Roberts Charitable Foundation Inc.'s public disclosures?

The Roberts Charitable Foundation Inc. has disclosed records across Buyout. Open preview records include The Merger Fund Cl I 6818.059 Shrs (2024 Vintage).

How are The Roberts Charitable Foundation Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for The Roberts Charitable Foundation Inc. cite primary public disclosures (TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)), 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 The Roberts Charitable Foundation Inc.'s full commitment history and contacts?

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

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