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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: New York, NY HQ: New York, NY

Jmt Charitable Foundation

$0.3B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($66.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Venture Capital, Infrastructure (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
$66.5M
Total AUM: $0.3B
Median Holding / Carrying Value
$4.1M
Range: $3.0M – $7.5M
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 — Jmt 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
Blackstone Green Infrastructure Partners V Infrastructure 2025
$4.1M
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)
Apollo Real Estate Fund X Real Estate 2025
$3.9M
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
$3.5M
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 Capital Partners VII LP Buyout 2024
$3.9M
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)
Blackstone Property Partners Europe V Real Estate 2024
$3.5M
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 — Jmt Charitable Foundation

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

Allocation-Policy / Pacing Update

Jmt Charitable Foundation (Private Foundation, $0.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 24.8% Actual; $3.4M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 27-4240043) verified $0.29B endowment (~$14M statutory 5% annual grant payout); ~$13M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Investure.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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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 — Jmt Charitable Foundation

468 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Jmt Charitable Foundation (15 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

Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Levine Leichtman Capital Partners VII (2024 Vintage)
Jmt Charitable Foundation: $3.9M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory: $31.0M · SEC Form ADV 7.B

Additional shared vehicles: Resolute Fund IV (2020 Vintage) · Resolute Fund V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

OCTACF-CA (OCTA Custodial Retiree Medical Trust)

Institutional Trust OCTA Custodial Retiree, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Crossover Ventures XII (2024 Vintage)
Jmt Charitable Foundation: $3.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
OCTACF-CA (OCTA Custodial Retiree Medical Trust): $2.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Levine Leichtman Capital Partners VII (2024 Vintage) · Blackstone Property Partners Europe V (2024 Vintage)

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

Nebraska Investment Council

Public Pension Plan Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Resolute Fund IV (2020 Vintage)
Jmt Charitable Foundation: $6.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Nebraska Investment Council: $20.0M · CAFR / Board Packet (NIC203Q20202520QIR, p.33)

Additional shared vehicles: Resolute Fund V (2020 Vintage) · Resolute Fund III (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+465 Additional Institutional LPs Report Shared Vehicles with Jmt Charitable Foundation

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 Jmt Charitable Foundation

You are viewing 5 open public preview records (out of 15 total tracked records for Jmt 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 (468 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 Jmt Charitable Foundation

Buyout LPs →Real Estate LPs →Private Equity LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Jmt Charitable Foundation

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

Jmt Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 15 historical disclosure records tracked on Prilago ($66.5M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $3.0M to $7.5M).

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

Jmt Charitable Foundation has disclosed records across Buyout, Real Estate, Private Equity, Venture Capital, Infrastructure. Open preview records include Blackstone Green Infrastructure Partners V (2025 Vintage), Apollo Real Estate Fund X (2025 Vintage), Technology Crossover Ventures XII (2025 Vintage), Levine Leichtman Capital Partners VII LP (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Jmt Charitable Foundation shares resolved underlying fund vehicles with 468 institutional LPs across 15 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 Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory (4 shared vehicles, e.g. Levine Leichtman Capital Partners VII (2024 Vintage)), OCTACF-CA (OCTA Custodial Retiree Medical Trust) (4 shared vehicles, e.g. Technology Crossover Ventures XII (2024 Vintage)), Nebraska Investment Council (3 shared vehicles, e.g. Resolute Fund IV (2020 Vintage)).

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