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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Little Rock, AR

Windgate Charitable Trust

$0.7B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($57.9M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Infrastructure, Distressed / Special Situations (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$57.9M
Total AUM: $0.7B
Median Holding / Carrying Value
$4.7M
Range: $3.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Windgate Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Apollo Global Real Estate Management, L.P. Distressed / Special Situations 2025
$5.4M
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)
Technology Crossover Ventures XII Growth Equity 2025
$4.7M
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)
Lightspeed Venture Partners VIII Venture Capital 2025
$4.2M
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)
SignalFire XIR Venture Fund II, L.P. Venture Capital 2024
$5.7M
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)
Lightspeed Venture Partners XV Venture Capital 2024
$4.2M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — Windgate Charitable Trust

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

Allocation-Policy / Pacing Update

Windgate Charitable Trust (Private Foundation, $0.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 24.0% vs. 24.6% Actual; $-3.9M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 71-0723781) verified $0.65B endowment (~$33M statutory 5% annual grant payout); ~$29M annual Private Equity, Venture Capital & Private Credit pacing ($4M-$18M typical GP check). Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 — Windgate Charitable Trust

359 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Windgate Charitable Trust (12 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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Crossover Ventures XII (2024 Vintage)
Windgate Charitable Trust: $4.7M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New York State Common Retirement Fund: $100.0M · CAFR / Board Packet (2024 ACFR p.109)

Additional shared vehicles: Bain Capital Double Impact Fund II (2021 Vintage) · Carlyle Infrastructure Partners II (2018 Vintage)

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

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Double Impact Fund II (2021 Vintage)
Windgate Charitable Trust: $3.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Colorado PERA: $50.0M · CAFR / Board Packet (Colorado PERA 2020 ACFR)

Additional shared vehicles: Technology Crossover Ventures XII (2024 Vintage) · Carlyle Infrastructure Partners II (2018 Vintage)

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

University of Richmond Endowment (Spider Management)

University Endowment Richmond, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Venture Partners VIII (2025 Vintage)
Windgate Charitable Trust: $4.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
University of Richmond Endowment (Spider Management): $13.2M · IRS Form 990 Sched D

Additional shared vehicles: Lightspeed Venture Partners XV (2024 Vintage) · Meridiam Infrastructure N.A. III (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+356 Additional Institutional LPs Report Shared Vehicles with Windgate Charitable Trust

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 Windgate Charitable Trust

You are viewing 5 open public preview records (out of 12 total tracked records for Windgate Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (359 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 Windgate Charitable Trust

Venture Capital LPs →Real Estate LPs →Buyout LPs →Infrastructure LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Windgate Charitable Trust

What type of institutional allocator is Windgate Charitable Trust and what is their typical disclosed ticket size?

Windgate Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Little Rock, AR). Across 12 historical disclosure records tracked on Prilago ($57.9M total parsed USD across disclosed rows), the median disclosed amount is $4.7M (range: $3.0M to $7.5M).

Which private-market strategies appear in Windgate Charitable Trust's public disclosures?

Windgate Charitable Trust has disclosed records across Venture Capital, Real Estate, Buyout, Infrastructure, Distressed / Special Situations. Open preview records include Apollo Global Real Estate Management, L.P. (2025 Vintage), Technology Crossover Ventures XII (2025 Vintage), Lightspeed Venture Partners VIII (2025 Vintage), SignalFire XIR Venture Fund II, L.P. (2024 Vintage).

How are Windgate Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Windgate Charitable Trust 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 Windgate Charitable Trust's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Windgate Charitable Trust?

In Prilago's bilateral commitment graph, Windgate Charitable Trust shares resolved underlying fund vehicles with 359 institutional LPs across 12 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 New York State Common Retirement Fund (3 shared vehicles, e.g. Technology Crossover Ventures XII (2024 Vintage)), Colorado PERA (3 shared vehicles, e.g. Bain Capital Double Impact Fund II (2021 Vintage)), University of Richmond Endowment (Spider Management) (3 shared vehicles, e.g. Lightspeed Venture Partners VIII (2025 Vintage)).

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