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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Florida HQ: Clearwater, FL

Ncf Charitable Trust

$2.1B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($298.9M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Private Equity, 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$298.9M
Total AUM: $2.1B
Median Holding / Carrying Value
$15.0M
Range: $8.0M – $19.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Ncf Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
American Industrial Partners Capital Fund VII LP Buyout 2024
$19.9M
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)
Innovation Endeavors Fund V Venture Capital 2024
$18.7M
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)
Pennybacker V LP Real Estate 2024
$17.3M
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)
LFM Capital Partners II-A LP Buyout 2024
$14.7M
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)
Sands Life Pulse III Venture Capital 2024
$14.7M
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 — Ncf Charitable Trust

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

Allocation-Policy / Pacing Update

Ncf Charitable Trust (Private Foundation, $2.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 24.2% Actual; $37.4M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 20-4326440) verified $2.08B endowment (~$104M statutory 5% annual grant payout); ~$93M annual Private Equity, Venture Capital & Private Credit pacing ($8M-$30M typical GP check). Gatekeeper / Intake Conduit: Meketa Investment Group.

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 — Ncf Charitable Trust

648 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ncf Charitable Trust (22 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 10 Shared Vehicles

Cornerstone Partners

OCIO / Wealth RIA Charlottesville, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Healthcare and Fintech, L.P. (2022 Vintage)
Ncf Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Cornerstone Partners: $13.5M · SEC Form ADV 7.B

Additional shared vehicles: Heitman VP V (2021 Vintage) · Headline US VII (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Hunter Point Capital GP Stakes & Strategic Seeder Platform

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman VP V (2021 Vintage)
Ncf Charitable Trust: $10.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Hunter Point Capital GP Stakes & Strategic Seeder Platform: $85.5M · SEC Form ADV 7.B

Additional shared vehicles: Healthcare and Fintech, L.P. (2022 Vintage) · Headline US VII (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Aspiriant

Family Office / MFO Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Emergence Capital Partners VI (2022 Vintage)
Ncf Charitable Trust: $8.0M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Aspiriant: $8.0M · SEC Form ADV 7.B

Additional shared vehicles: Healthcare and Fintech, L.P. (2022 Vintage) · Heitman VP V (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+645 Additional Institutional LPs Report Shared Vehicles with Ncf Charitable Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Ncf Charitable Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Ncf Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (648 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 Ncf Charitable Trust

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

Frequently Asked Questions: Ncf Charitable Trust

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

Ncf Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Florida; Headquarters: Clearwater, FL). Across 22 historical disclosure records tracked on Prilago ($298.9M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $8.0M to $19.9M).

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

Ncf Charitable Trust has disclosed records across Venture Capital, Real Estate, Buyout, Private Equity, Infrastructure. Open preview records include American Industrial Partners Capital Fund VII LP (2024 Vintage), Innovation Endeavors Fund V (2024 Vintage), Pennybacker V LP (2024 Vintage), LFM Capital Partners II-A LP (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Ncf Charitable Trust shares resolved underlying fund vehicles with 648 institutional LPs across 22 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 Cornerstone Partners (10 shared vehicles, e.g. Healthcare and Fintech, L.P. (2022 Vintage)), Hunter Point Capital GP Stakes & Strategic Seeder Platform (10 shared vehicles, e.g. Heitman VP V (2021 Vintage)), Aspiriant (10 shared vehicles, e.g. Emergence Capital Partners VI (2022 Vintage)).

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