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

Wellroot Family Services Foundation Inc.

$0.1B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($11.6M 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
$11.6M
Total AUM: $0.1B
Median Holding / Carrying Value
$11.6M
Range: $11.6M – $11.6M
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 — Wellroot Family Services Foundation Inc.

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for Wellroot Family Services 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
Alternative Investment Funds Buyout 2024
$11.6M
Reported carrying value (Form 990-PF) · As of June 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (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 — Wellroot Family Services Foundation Inc.

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 — Wellroot Family Services Foundation Inc.

2 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wellroot Family Services Foundation Inc. (1 shared vehicles tracked; showing top 2 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

The Scenic Hudson Land Trust Inc.

Institutional Trust Poughkeepsie, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alternative Investment Funds (2024 Vintage)
Wellroot Family Services Foundation Inc.: $11.6M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
The Scenic Hudson Land Trust Inc.: $31.9M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Tate Americas Foundation

Private Foundation New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alternative Investment Funds (2024 Vintage)
Wellroot Family Services Foundation Inc.: $11.6M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Tate Americas Foundation: $13.1M (Carrying Value (Form 990 / 990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Wellroot Family Services Foundation Inc.

You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for Wellroot Family Services 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
  • Bilateral Shared-Fund Co-Investor Graph (2 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 Wellroot Family Services Foundation Inc.

Buyout LPs →

Frequently Asked Questions: Wellroot Family Services Foundation Inc.

What type of institutional allocator is Wellroot Family Services Foundation Inc. and what is their typical disclosed ticket size?

Wellroot Family Services Foundation Inc. is categorized under Private Foundation (Regional Roadshow Hub: Tucker, GA; Headquarters: Tucker, GA). Across 1 historical disclosure records tracked on Prilago ($11.6M total parsed USD across disclosed rows), the median disclosed amount is $11.6M (range: $11.6M to $11.6M).

Which private-market strategies appear in Wellroot Family Services Foundation Inc.'s public disclosures?

Wellroot Family Services Foundation Inc. has disclosed records across Buyout. Open preview records include Alternative Investment Funds (2024 Vintage).

How are Wellroot Family Services Foundation Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Wellroot Family Services Foundation Inc. cite primary public disclosures (TY2025 IRS Form 990-PF (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 Wellroot Family Services Foundation Inc.'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Wellroot Family Services Foundation Inc.?

In Prilago's bilateral commitment graph, Wellroot Family Services Foundation Inc. shares resolved underlying fund vehicles with 2 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 The Scenic Hudson Land Trust Inc. (1 shared vehicle, e.g. Alternative Investment Funds (2024 Vintage)), Tate Americas Foundation (1 shared vehicle, e.g. Alternative Investment Funds (2024 Vintage)).

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