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

Shelby County Community Health Foundation

$0.1B Total AUM · Institutional LP profile covering 6 historical fund disclosure records ($7.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
6
5 Open Source Trails Below
Sum of Disclosed Rows
$7.2M
Total AUM: $0.1B
Median Holding / Carrying Value
$1.5M
Range: $105K – $2.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/6)
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 — Shelby County Community Health Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 6 total tracked records (+1 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
Montauk Triguard Fund VIII, LP Buyout 2024
$2.3M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Hcsf IV, LP Buyout 2024
$1.9M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Harbert Feeder Fund, LPFeeder Vehicle Buyout 2024
$1.5M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Montauk Triguard Fund IX Buyout 2024
$985K
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Montauk Triguard Fund VII, LP Buyout 2024
$458K
Reported carrying value (Form 990-PF) · As of September 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 — Shelby County Community Health Foundation

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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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Shelby County Community Health Foundation

2 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Shelby County Community Health Foundation (3 shared vehicles tracked; showing top 2 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

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Montauk TriGuard VIII (2024 Vintage)
Shelby County Community Health Foundation: $2.3M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Colorado PERA: $50.0M · CAFR / Board Packet (Private-Equity-Holdings-12.31.2024, p.10)

Additional shared vehicles: Montauk TriGuard IX (2024 Vintage) · Montauk TriGuard VII (2024 Vintage)

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

Triguard Management LLC

Fund of Funds / Seeder Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Montauk TriGuard IX (2024 Vintage)
Shelby County Community Health Foundation: $985K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Triguard Management LLC: $682.1M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Montauk TriGuard VIII (2024 Vintage) · Montauk TriGuard VII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Shelby County Community Health Foundation

You are viewing 5 open public preview records (out of 6 total tracked records for Shelby County Community Health Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 6 tracked historical disclosure records (+1 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (2 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Shelby County Community Health Foundation and our interactive GP workspace.

Strategies Disclosed by Shelby County Community Health Foundation

Buyout LPs →

Frequently Asked Questions: Shelby County Community Health Foundation

What type of institutional allocator is Shelby County Community Health Foundation and what is their typical disclosed ticket size?

Shelby County Community Health Foundation is categorized under Private Foundation (Regional Roadshow Hub: Columbiana, AL; Headquarters: Columbiana, AL). Across 6 historical disclosure records tracked on Prilago ($7.2M total parsed USD across disclosed rows), the median disclosed amount is $1.5M (range: $105K to $2.3M).

Which private-market strategies appear in Shelby County Community Health Foundation's public disclosures?

Shelby County Community Health Foundation has disclosed records across Buyout. Open preview records include Montauk Triguard Fund VIII, LP (2024 Vintage), Hcsf IV, LP (2024 Vintage), Harbert Feeder Fund, LP (2024 Vintage), Montauk Triguard Fund IX (2024 Vintage).

How are Shelby County Community Health Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Shelby County Community Health 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 Shelby County Community Health Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/shelby-county-community-health-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 Shelby County Community Health Foundation?

In Prilago's bilateral commitment graph, Shelby County Community Health Foundation shares resolved underlying fund vehicles with 2 institutional LPs across 3 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 Colorado PERA (3 shared vehicles, e.g. Montauk TriGuard VIII (2024 Vintage)), Triguard Management LLC (3 shared vehicles, e.g. Montauk TriGuard IX (2024 Vintage)).

Related Private Foundation & Columbiana, AL Institutional LPs

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