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Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Burnsville, MN HQ: Burnsville, MN

Chase Family Foundation

$0.0B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($959K parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (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
5
5 Open Source Trails Below
Sum of Disclosed Rows
$959K
Total AUM: $0.0B
Median Holding / Carrying Value
$212K
Range: $102K – $312K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
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 — Chase Family Foundation

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Chase 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
First Trust Global Tactical Commodity Strategy Fund Buyout 2024
$312K
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
Principal Midcap Fund Buyout 2024
$220K
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
Principal Preferred Securities Fund Buyout 2024
$212K
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
Neuberger Berman Long Short Fund Buyout 2024
$113K
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
Boston Partners Long/Short Research Fund Buyout 2024
$102K
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 (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Chase 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 (2) Pilot Gated

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chase Family Foundation

6 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chase Family Foundation (2 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 Albert M Greenfield Foundation

Private Foundation Richboro, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Principal Midcap Fund (2024 Vintage)
Chase Family Foundation: $220K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
The Albert M Greenfield Foundation: $1.0M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Jacques M Littlefield Foundation

Private Foundation Menlo Park, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Neuberger Berman Long Short Fund (2024 Vintage)
Chase Family Foundation: $113K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Jacques M Littlefield Foundation: $1.8M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Brenden Family Foundation

Family Office / MFO Silverton, OR
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Principal Midcap Fund (2024 Vintage)
Chase Family Foundation: $220K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Brenden Family Foundation: $232K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Potential introduction path · LPAC unconfirmed View LP Profile →

+3 Additional Institutional LPs Report Shared Vehicles with Chase Family Foundation

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You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Chase 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
  • Bilateral Shared-Fund Co-Investor Graph (6 connected LPs)
  • Decision-Maker Investment Contacts (2) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Chase Family Foundation

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Frequently Asked Questions: Chase Family Foundation

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

Chase Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Burnsville, MN; Headquarters: Burnsville, MN). Across 5 historical disclosure records tracked on Prilago ($959K total parsed USD across disclosed rows), the median disclosed amount is $212K (range: $102K to $312K).

Which private-market strategies appear in Chase Family Foundation's public disclosures?

Chase Family Foundation has disclosed records across Buyout. Open preview records include First Trust Global Tactical Commodity Strategy Fund (2024 Vintage), Principal Midcap Fund (2024 Vintage), Principal Preferred Securities Fund (2024 Vintage), Neuberger Berman Long Short Fund (2024 Vintage).

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

Records for Chase Family Foundation cite primary public disclosures (IRS Form 990 Sched D), 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 Chase Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chase-family-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 Chase Family Foundation?

In Prilago's bilateral commitment graph, Chase Family Foundation shares resolved underlying fund vehicles with 6 institutional LPs across 2 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 Albert M Greenfield Foundation (1 shared vehicle, e.g. Principal Midcap Fund (2024 Vintage)), Jacques M Littlefield Foundation (1 shared vehicle, e.g. Neuberger Berman Long Short Fund (2024 Vintage)), Brenden Family Foundation (1 shared vehicle, e.g. Principal Midcap Fund (2024 Vintage)).

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