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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Cincinnati, OH HQ: Cincinnati, OH

The Frances R Luther Charitable Trust

$0.1B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($299K parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 1 complete primary source trail is open below without registration.

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Disclosed Records
1
1 Open Source Trail Below
Sum of Disclosed Rows
$299K
Total AUM: $0.1B
Median Holding / Carrying Value
$299K
Range: $299K – $299K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/1)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — The Frances R Luther Charitable Trust

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for The Frances R Luther Charitable Trust (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
64128R608 Neuberger Berman Lon Buyout 2024
$299K
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
100% of Indexed Public Disclosure Rows Shown Above (1/1): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — The Frances R Luther Charitable Trust

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

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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 (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Frances R Luther Charitable Trust

6 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Frances R Luther Charitable Trust (1 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 1 Shared Vehicle

Schumann Robert F Fdn-Main

Private Foundation Saint Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
64128R608 Neuberger Berman Lon (2024 Vintage)
The Frances R Luther Charitable Trust: $299K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Schumann Robert F Fdn-Main: $812K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Truist West Virginia Foundation Inc.

Private Foundation Orlando, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
64128R608 Neuberger Berman Lon (2024 Vintage)
The Frances R Luther Charitable Trust: $299K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Truist West Virginia Foundation Inc.: $200K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

The Miramare Foundation

Private Foundation Pittsburgh, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
64128R608 Neuberger Berman Lon (2024 Vintage)
The Frances R Luther Charitable Trust: $299K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
The Miramare Foundation: $485K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Potential introduction path · LPAC unconfirmed View LP Profile →

+3 Additional Institutional LPs Report Shared Vehicles with The Frances R Luther Charitable Trust

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You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for The Frances R Luther 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:

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  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by The Frances R Luther Charitable Trust

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Frequently Asked Questions: The Frances R Luther Charitable Trust

What type of institutional allocator is The Frances R Luther Charitable Trust and what is their typical disclosed ticket size?

The Frances R Luther Charitable Trust is categorized under Institutional Trust (Regional Roadshow Hub: Cincinnati, OH; Headquarters: Cincinnati, OH). Across 1 historical disclosure records tracked on Prilago ($299K total parsed USD across disclosed rows), the median disclosed amount is $299K (range: $299K to $299K).

Which private-market strategies appear in The Frances R Luther Charitable Trust's public disclosures?

The Frances R Luther Charitable Trust has disclosed records across Buyout. Open preview records include 64128R608 Neuberger Berman Lon (2024 Vintage).

How are The Frances R Luther Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for The Frances R Luther Charitable Trust cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 1 open source trail 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 The Frances R Luther Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-frances-r-luther-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 The Frances R Luther Charitable Trust?

In Prilago's bilateral commitment graph, The Frances R Luther Charitable Trust shares resolved underlying fund vehicles with 6 institutional LPs across 1 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 Schumann Robert F Fdn-Main (1 shared vehicle, e.g. 64128R608 Neuberger Berman Lon (2024 Vintage)), Truist West Virginia Foundation Inc. (1 shared vehicle, e.g. 64128R608 Neuberger Berman Lon (2024 Vintage)), The Miramare Foundation (1 shared vehicle, e.g. 64128R608 Neuberger Berman Lon (2024 Vintage)).

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