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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Texas HQ: San Antonio, TX

Harte Charitable Foundation

$0.0B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($56.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Infrastructure, Private Credit, Secondaries (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$56.8M
Total AUM: $0.0B
Median Holding / Carrying Value
$3.3M
Range: $2.8M – $6.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Harte Charitable Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Banner Ridge Secondary Fund V (TE), L.P.Parallel Vehicle Secondaries 2025
$3.8M
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)
Meritech Capital Partners V Buyout 2025
$3.6M
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)
Tiger Iron Garden Fund. L.P. Private Equity 2025
$2.8M
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)
JAZZ Human Performance Fund III LP Venture Capital 2024
$3.3M
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)
Banneker Partners Fund III Growth Equity 2024
$3.1M
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 — Harte Charitable Foundation

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

Allocation-Policy / Pacing Update

Harte Charitable Foundation (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% Actual; $0.7M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 45-0489907) verified $0.04B endowment (~$2M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: TIFF Investment Management.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 — Harte Charitable Foundation

518 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Harte Charitable Foundation (14 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 3 Shared Vehicles

Callan

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Emergence Capital Partners VI (2022 Vintage)
Harte Charitable Foundation: $6.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Callan: $25.0M · SEC Form ADV 7.B

Additional shared vehicles: Pimco Tactical Credit Opportunities Fund IV (2022 Vintage) · Golub Capital Partners 14 (2022 Vintage)

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

New Jersey Division of Investment

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tiger Iron Garden Fund. L.P. (2024 Vintage)
Harte Charitable Foundation: $2.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New Jersey Division of Investment: $250.0M · CAFR / Board Packet (December2025, p.19)

Additional shared vehicles: Stonepeak Infrastructure Fund III (2018 Vintage)

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

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
JAZZ Human Performance Fund III LP (2024 Vintage)
Harte Charitable Foundation: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
University of Texas (UTIMCO): $32.8M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.60)

Additional shared vehicles: American Industrial Partners Capital Fund VII LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+515 Additional Institutional LPs Report Shared Vehicles with Harte Charitable Foundation

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Harte Charitable Foundation

You are viewing 5 open public preview records (out of 15 total tracked records for Harte Charitable Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (518 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 Harte Charitable Foundation

Buyout LPs →Venture Capital LPs →Infrastructure LPs →Private Credit LPs →Secondaries LPs →

Frequently Asked Questions: Harte Charitable Foundation

What type of institutional allocator is Harte Charitable Foundation and what is their typical disclosed ticket size?

Harte Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Texas; Headquarters: San Antonio, TX). Across 15 historical disclosure records tracked on Prilago ($56.8M total parsed USD across disclosed rows), the median disclosed amount is $3.3M (range: $2.8M to $6.0M).

Which private-market strategies appear in Harte Charitable Foundation's public disclosures?

Harte Charitable Foundation has disclosed records across Buyout, Venture Capital, Infrastructure, Private Credit, Secondaries. Open preview records include Banner Ridge Secondary Fund V (TE), L.P. (2025 Vintage), Meritech Capital Partners V (2025 Vintage), Tiger Iron Garden Fund. L.P. (2025 Vintage), JAZZ Human Performance Fund III LP (2024 Vintage).

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

Records for Harte Charitable Foundation 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 Harte Charitable Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/harte-charitable-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 Harte Charitable Foundation?

In Prilago's bilateral commitment graph, Harte Charitable Foundation shares resolved underlying fund vehicles with 518 institutional LPs across 14 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 Callan (3 shared vehicles, e.g. Emergence Capital Partners VI (2022 Vintage)), New Jersey Division of Investment (2 shared vehicles, e.g. Tiger Iron Garden Fund. L.P. (2024 Vintage)), University of Texas (UTIMCO) (2 shared vehicles, e.g. JAZZ Human Performance Fund III LP (2024 Vintage)).

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