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Private Foundation TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule) Roadshow Hub: Fairmont, MN HQ: Fairmont, MN

Juanita E Schmeeckle Charitable Trust

$0.0B Total AUM · Institutional LP profile covering 4 historical fund disclosure records ($1.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 4 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
4
4 Open Source Trails Below
Sum of Disclosed Rows
$1.5M
Total AUM: $0.0B
Median Holding / Carrying Value
$306K
Range: $142K – $933K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/4)
1 Gatekeepers · 1 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 — Juanita E Schmeeckle Charitable Trust

4 Open Source Trails (No Registration)

Showing all 4 tracked historical disclosure records for Juanita E Schmeeckle Charitable Trust (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
Growth Fund Of America F Sh Fd 405 Buyout 2024
$933K
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 (Part II, Line 13 Investments Schedule)
American Balanced F Shares Fund 411 Buyout 2024
$306K
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 (Part II, Line 13 Investments Schedule)
Harbor Capital Appreciation Fund #012 Buyout 2024
$145K
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 (Part II, Line 13 Investments Schedule)
American Smallcap World Fund Ci F 435 Buyout 2024
$142K
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 (Part II, Line 13 Investments Schedule)
100% of Indexed Public Disclosure Rows Shown Above (4/4): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Juanita E Schmeeckle Charitable Trust

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 4 open public preview records — all 4 currently indexed public disclosure records for Juanita E Schmeeckle Charitable Trust 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
  • Separated active manager searches, RFPs & governance updates
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Juanita E Schmeeckle Charitable Trust

Frequently Asked Questions: Juanita E Schmeeckle Charitable Trust

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

Juanita E Schmeeckle Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Fairmont, MN; Headquarters: Fairmont, MN). Across 4 historical disclosure records tracked on Prilago ($1.5M total parsed USD across disclosed rows), the median disclosed amount is $306K (range: $142K to $933K).

Which private-market strategies appear in Juanita E Schmeeckle Charitable Trust's public disclosures?

Juanita E Schmeeckle Charitable Trust has disclosed records across Buyout. Open preview records include Growth Fund Of America F Sh Fd 405 (2024 Vintage), American Balanced F Shares Fund 411 (2024 Vintage), Harbor Capital Appreciation Fund #012 (2024 Vintage), American Smallcap World Fund Ci F 435 (2024 Vintage).

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

Records for Juanita E Schmeeckle Charitable Trust cite primary public disclosures (TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)), and visitors can inspect 4 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 Juanita E Schmeeckle Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/juanita-e-schmeeckle-charitable-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

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