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Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Memphis, TN

Speer Charitable Trust

$0.1B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($37.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Infrastructure, Venture Capital, Real Estate (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$37.8M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.2M
Range: $1.9M – $4.0M
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 — Speer Charitable Trust

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
Tailwind Capital Partners Fund IV, L.P. Buyout 2025
$2.4M
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)
Lone Star Fund XII, LP Buyout 2025
$2.2M
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)
TPG AG Credit III Private Credit 2025
$2.1M
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)
Bain Capital Life Sciences Fund IV. L.P. Buyout 2024
$2.5M
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)
OCM Opportunities Fund VIIIb, L.P. Buyout 2024
$1.9M
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)

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

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

Allocation-Policy / Pacing Update

Speer Charitable Trust (Private Foundation, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 24.2% Actual; $-0.6M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 62-1338941) verified $0.05B endowment (~$3M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Investure.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Speer Charitable Trust

463 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Speer Charitable Trust (15 shared vehicles tracked; showing top 3 bilateral overlaps).

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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

Novo Holdings A/S

Family Office / MFO Copenhagen, Denmark
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)
Speer Charitable Trust: $2.4M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Novo Holdings A/S: $1.55B · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IGF Infrastructure Fund II (2023 Vintage) · Mesirow RE Value III LP (2018 Vintage)

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

Iconiq Capital

OCIO / Wealth RIA San Francisco, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lake Cascade Fund, L.P. (2023 Vintage)
Speer Charitable Trust: $3.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Iconiq Capital: $99.0M · SEC Form ADV 7.B

Additional shared vehicles: LaSalle Income and Growth Fund VIII (2020 Vintage) · LaSalle Income & Growth Fund VIII, L.P. (2019 Vintage)

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

Norges Bank Investment Management (NBIM)

Sovereign Wealth Fund Oslo, Norway
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LaSalle Income and Growth Fund VIII (2020 Vintage)
Speer Charitable Trust: $2.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Norges Bank Investment Management (NBIM): $194.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lake Cascade Fund, L.P. (2023 Vintage) · LaSalle Income & Growth Fund VIII, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+460 Additional Institutional LPs Report Shared Vehicles with Speer 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 Speer Charitable Trust

You are viewing 5 open public preview records (out of 15 total tracked records for Speer Charitable Trust) 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 (463 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 Speer Charitable Trust

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

Frequently Asked Questions: Speer Charitable Trust

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

Speer Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Memphis, TN). Across 15 historical disclosure records tracked on Prilago ($37.8M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.9M to $4.0M).

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

Speer Charitable Trust has disclosed records across Buyout, Private Credit, Infrastructure, Venture Capital, Real Estate. Open preview records include Tailwind Capital Partners Fund IV, L.P. (2025 Vintage), Lone Star Fund XII, LP (2025 Vintage), TPG AG Credit III (2025 Vintage), Bain Capital Life Sciences Fund IV. L.P. (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Speer Charitable Trust shares resolved underlying fund vehicles with 463 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 Novo Holdings A/S (3 shared vehicles, e.g. Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)), Iconiq Capital (3 shared vehicles, e.g. Lake Cascade Fund, L.P. (2023 Vintage)), Norges Bank Investment Management (NBIM) (3 shared vehicles, e.g. LaSalle Income and Growth Fund VIII (2020 Vintage)).

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