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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Portland, OR HQ: Portland, OR

Johnson Charitable Trust

$0.0B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($39.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Secondaries, 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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$39.1M
Total AUM: $0.0B
Median Holding / Carrying Value
$2.6M
Range: $2.3M – $5.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Johnson Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Heitman Value Partners VI Real Estate 2025
$3.2M
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)
Trident X, L.P. 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)
Mesirow RE Value V LP Real Estate 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)
GreatPoint Opportunity Fund I, L.P. Buyout 2024
$2.6M
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)
Bonfire Ventures IV, L.P. Venture Capital 2024
$2.3M
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)

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

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

Allocation-Policy / Pacing Update

Johnson Charitable Trust (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 24.0% vs. 25.2% Actual; $-0.5M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 47-5408548) 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: Angeles Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Johnson Charitable Trust

530 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Johnson Charitable Trust (13 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

United Capital Financial Advisors

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman Value Partners VI (2024 Vintage)
Johnson Charitable Trust: $3.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
United Capital Financial Advisors: $119.5M · SEC Form ADV 7.B

Additional shared vehicles: Dover Street XI (2023 Vintage) · Serent Capital IV (2021 Vintage)

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

POPOPF-FL (Port Orange Sworn Police Pension)

Public Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trident X LP (2025 Vintage)
Johnson Charitable Trust: $3.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
POPOPF-FL (Port Orange Sworn Police Pension): $1.9M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Heitman Value Partners VI (2024 Vintage) · Bonfire Ventures IV (2024 Vintage)

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

CalPERS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GreatPoint Opportunity Fund I, L.P. (2024 Vintage)
Johnson Charitable Trust: $2.6M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
CalPERS: $100.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Samson Partners, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+527 Additional Institutional LPs Report Shared Vehicles with Johnson 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 Johnson Charitable Trust

You are viewing 5 open public preview records (out of 13 total tracked records for Johnson Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (530 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 Johnson Charitable Trust

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

Frequently Asked Questions: Johnson Charitable Trust

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

Johnson Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Portland, OR; Headquarters: Portland, OR). Across 13 historical disclosure records tracked on Prilago ($39.1M total parsed USD across disclosed rows), the median disclosed amount is $2.6M (range: $2.3M to $5.0M).

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

Johnson Charitable Trust has disclosed records across Buyout, Real Estate, Venture Capital, Secondaries, Distressed / Special Situations. Open preview records include Heitman Value Partners VI (2025 Vintage), Trident X, L.P. (2025 Vintage), Mesirow RE Value V LP (2025 Vintage), GreatPoint Opportunity Fund I, L.P. (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Johnson Charitable Trust shares resolved underlying fund vehicles with 530 institutional LPs across 13 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 United Capital Financial Advisors (3 shared vehicles, e.g. Heitman Value Partners VI (2024 Vintage)), POPOPF-FL (Port Orange Sworn Police Pension) (3 shared vehicles, e.g. Trident X LP (2025 Vintage)), CalPERS (2 shared vehicles, e.g. GreatPoint Opportunity Fund I, L.P. (2024 Vintage)).

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