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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Palo Alto, CA HQ: Palo Alto, CA

Schmidt Family Foundation

$1.5B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($165.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Growth Equity, Secondaries, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
15
5 Open Source Trails Below
Sum of Disclosed Rows
$165.2M
Total AUM: $1.5B
Median Holding / Carrying Value
$10.9M
Range: $8.0M – $15.0M
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 — Schmidt Family 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
Francisco Partners Agility A LP Buyout 2025
$13.2M
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)
Three Pillars Secondaries Fund, LP Secondaries 2025
$10.9M
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)
Red Tree Ventures II Venture Capital 2025
$9.8M
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)
WCM Focused International Growth Fund LP Multi-Strategy 2024
$9.8M
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)
Bridgepoint Europe VII L.P. Buyout 2024
$8.0M
Reported carrying value (Form 990-PF) · As of December 2024
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2024 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Schmidt Family Foundation

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

Allocation-Policy / Pacing Update

Schmidt Family Foundation (Private Foundation, $1.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 24.0% vs. 24.6% Actual; $-9.0M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 20-5232993) verified $1.50B endowment (~$75M statutory 5% annual grant payout); ~$68M annual Private Equity, Venture Capital & Private Credit pacing ($8M-$30M typical GP check). Gatekeeper / Intake Conduit: Hillspire Family Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Schmidt Family Foundation

584 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Schmidt Family 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 3 Shared Vehicles

CalPERS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Three Pillars Secondaries Fund, LP (2024 Vintage)
Schmidt Family Foundation: $10.9M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
CalPERS: $750.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: The Veritas Capital Fund VIII, L.P. (2022 Vintage) · PSG V L.P. (2021 Vintage)

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

Brighton Jones

Family Office / MFO Seattle, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Frontier Fund I, L.P. (2023 Vintage)
Schmidt Family Foundation: $10.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Brighton Jones: $22.0M · SEC Form ADV 7.B

Additional shared vehicles: Frazier Life XI (2022 Vintage) · Fulcrum Growth Partners IV (2020 Vintage)

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

Muscat Oman Rakiza Cuyahoga Sovereign Strategic Investment Fund

Sovereign Wealth Fund Middle East
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Frazier Life XI (2022 Vintage)
Schmidt Family Foundation: $11.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Muscat Oman Rakiza Cuyahoga Sovereign Strategic Investment Fund: $65.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Frontier Fund I, L.P. (2023 Vintage) · Fulcrum Growth Partners IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+581 Additional Institutional LPs Report Shared Vehicles with Schmidt Family 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 Schmidt Family Foundation

You are viewing 5 open public preview records (out of 15 total tracked records for Schmidt Family 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 (584 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 Schmidt Family Foundation

Buyout LPs →Venture Capital LPs →Growth Equity LPs →Secondaries LPs →Multi-Strategy LPs →

Frequently Asked Questions: Schmidt Family Foundation

What type of institutional allocator is Schmidt Family Foundation and what is their typical disclosed ticket size?

Schmidt Family Foundation is categorized under Private Foundation (Regional Roadshow Hub: Palo Alto, CA; Headquarters: Palo Alto, CA). Across 15 historical disclosure records tracked on Prilago ($165.2M total parsed USD across disclosed rows), the median disclosed amount is $10.9M (range: $8.0M to $15.0M).

Which private-market strategies appear in Schmidt Family Foundation's public disclosures?

Schmidt Family Foundation has disclosed records across Buyout, Venture Capital, Growth Equity, Secondaries, Multi-Strategy. Open preview records include Francisco Partners Agility A LP (2025 Vintage), Three Pillars Secondaries Fund, LP (2025 Vintage), Red Tree Ventures II (2025 Vintage), WCM Focused International Growth Fund LP (2024 Vintage).

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

Records for Schmidt Family 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 Schmidt Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/schmidt-family-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 Schmidt Family Foundation?

In Prilago's bilateral commitment graph, Schmidt Family Foundation shares resolved underlying fund vehicles with 584 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 CalPERS (3 shared vehicles, e.g. Three Pillars Secondaries Fund, LP (2024 Vintage)), Brighton Jones (3 shared vehicles, e.g. Frontier Fund I, L.P. (2023 Vintage)), Muscat Oman Rakiza Cuyahoga Sovereign Strategic Investment Fund (3 shared vehicles, e.g. Frazier Life XI (2022 Vintage)).

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