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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Heartland / Plains (MO / IA / OK / KS / NE) HQ: Clayton, MO

Interco Charitable Trust

$0.0B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($36.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Equity, Venture Capital, Growth Equity (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
$36.6M
Total AUM: $0.0B
Median Holding / Carrying Value
$2.8M
Range: $2.3M – $5.0M
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 — Interco 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
UP.Abundance Fund I Buyout 2025
$3.0M
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)
Nova Infrastructure Fund II Infrastructure 2025
$2.6M
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)
Levine Leichtman Cap Prt VII Private Equity 2025
$2.3M
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)
Blackstone Capital Partners XI Buyout 2024
$2.8M
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)
Clearlake Opportunities Partners III, LP Buyout 2022
$2.5M
Reported carrying value (Form 990-PF) · As of December 2023
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

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

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

Allocation-Policy / Pacing Update

Interco Charitable Trust (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 25.4% Actual; $0.2M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 31-1593436) 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: Prime Buchholz.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 — Interco Charitable Trust

518 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Interco 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 4 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clearlake Opportunities Partners III (2024 Vintage)
Interco Charitable Trust: $2.5M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
New York State Common Retirement Fund: $250.0M · CAFR / Board Packet (NYSCRF PE Commitments)

Additional shared vehicles: Insight Venture Partners X Follow-On Fund, LP (2021 Vintage) · DigitalBridge Partners II (2020 Vintage)

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

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
UP.Abundance Fund I (2024 Vintage)
Interco Charitable Trust: $3.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
New Mexico State Investment Council: $20.0M · SEC Form ADV 7.B (NMSIC 2024 Q2, p.18)

Additional shared vehicles: Blackstone Energy Partners III (2020 Vintage) · Providence Strategic Growth IV (2019 Vintage)

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

Pennsylvania SERS

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DigitalBridge Partners II (2020 Vintage)
Interco Charitable Trust: $5.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Pennsylvania SERS: $75.0M · CAFR / Board Packet (Pennsylvania SERS Board Meeting Minutes, May 2020)

Additional shared vehicles: Clearlake Opportunities Partners III (2024 Vintage) · Providence Strategic Growth IV (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+515 Additional Institutional LPs Report Shared Vehicles with Interco Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Interco Charitable Trust

You are viewing 5 open public preview records (out of 12 total tracked records for Interco 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 (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 Interco Charitable Trust

Buyout LPs →Infrastructure LPs →Private Equity LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Interco Charitable Trust

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

Interco Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Heartland / Plains (MO / IA / OK / KS / NE); Headquarters: Clayton, MO). Across 12 historical disclosure records tracked on Prilago ($36.6M total parsed USD across disclosed rows), the median disclosed amount is $2.8M (range: $2.3M to $5.0M).

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

Interco Charitable Trust has disclosed records across Buyout, Infrastructure, Private Equity, Venture Capital, Growth Equity. Open preview records include UP.Abundance Fund I (2025 Vintage), Nova Infrastructure Fund II (2025 Vintage), Levine Leichtman Cap Prt VII (2025 Vintage), Blackstone Capital Partners XI (2024 Vintage).

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

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

General Partners can join the early-access waitlist on https://prilago.com/lp/interco-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 Interco Charitable Trust?

In Prilago's bilateral commitment graph, Interco Charitable Trust shares resolved underlying fund vehicles with 518 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 (4 shared vehicles, e.g. Clearlake Opportunities Partners III (2024 Vintage)), New Mexico State Investment Council (3 shared vehicles, e.g. UP.Abundance Fund I (2024 Vintage)), Pennsylvania SERS (3 shared vehicles, e.g. DigitalBridge Partners II (2020 Vintage)).

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