Champagne Family Charitable Trust
Champagne Family Charitable Trust is a Form 990-PF (a private foundation) based in Indianapolis, Indiana. Its 2025 filing reports 17 grants totaling $810,295 to charitable organizations, all of which were in Florida.
Key facts about Champagne Family Charitable Trust
In short: Champagne Family Charitable Trust gave $810K across 17 grants in 2025 (avg $48K), mostly in Florida. 41% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 20-6262204
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $810,295
- Grants made (2025)
- 17
- Average grant
- $47,664
- Median grant
- $5,000
- New grantees (estimate)
- 41% first-time grantees (7 of 17, 2025; small sample)
- Total assets
- $5,841,012
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states in its 2024 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.8M
+14.2% YoY
Annual Giving
$810K
+429.3% YoY
Grant Count
17
+41.7% YoY
Avg Grant Size
$48K
+273.6% YoY
Under IRS private-foundation payout rules, Champagne Family Charitable Trust reported a distributable amount of $422K for 2025 — the minimum it must pay out in qualifying distributions.
Is Champagne Family Charitable Trust open to new grantees?
41%
first-time grantees, 2025
In 2025, 7 of 17 grantees (41%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $59K; repeat grants $39K. How we count
Medians: $5K first-time, $5K repeat.
- 41% of 2025 grantees were also funded in 2024. Method
- Giving grew 24% from 2022 to 2025. Method
- In 2025 it paid out 192% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations with purposes including supporting a public charter high school, veterans, youth athletics, local history, dementia respite, environmental education, arts access, affordable housing, cancer services, and community healthcare.
The MIA Rays Squadron describes its mission as providing secure financial support for Marco Island Academy, a public charter high school, and raising funds for the school’s operating and capital needs. The Marco Island Historical Society describes its mission as preserving Marco Island and surrounding areas’ history and heritage and promoting historical awareness.
Grantmaking
In 2025, the foundation made 17 grants totaling $810,295. Grant amounts ranged from $300 to $333,000, with a median grant of $5,000. Its largest reported grants were $333,000 to MIA Rays Squadron, $200,000 to Post 404 American Legion, and $200,000 to Marco Island Youth Baseball. Other reported grants included $23,100 to Marco Island Historical Society and $10,000 each to Marco Dementia Respite and Marco Island Discovery Center.
How to Apply
The foundation states in its 2024 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations.
Ready to take the next step with Champagne Family Charitable Trust?
Geographic Focus
Where this funder awards grants
The foundation is based in Indianapolis, Indiana. In 2025, 100% of its grant dollars went to recipients in Florida; the listed recipients included organizations in Marco Island and Naples.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $153K (2024) to $810K (2025). In 2025 it made 17 grants totaling $810K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was MIA Rays Squadron ($333K). Together the top 10 received $796K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 61 grants of 70 (87%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MIA Rays Squadron Marco Island, FL | Provide MIA Financial Sustainability | $333,000 |
| Post 404 American Legion Marco Island, FL | Provide Support for Veterans | $200,000 |
| Marco Island Youth Baseball Marco Island, FL | Support Youth Through Athletics | $200,000 |
| Marco Island Historical Society Marco Island, FL | Preserve the History of Marco Island | $23,100 |
| Marco Dementia Respite Marco Island, FL | Provide a Safe Oasis for Residents | $10,000 |
| Marco Island Discovery Center Marco Island, FL | Promotes Environmental Education | $10,000 |
| Marco Island Boxing Club Marco Island, FL | Promote Health/Wellness of Youth | $5,300 |
| Marco Island Center for the Arts Marco Island, FL | Provide Access to Art & Education | $5,000 |
| Marco Island Rotary Club Marco Island, FL | Provides Community Support | $5,000 |
| Habitat for Humanity of Collier CO Naples, FL | Supports Affordable Housing | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $5,841,012 | $1,889,589 | $817,225 | $810,295 |
| 2024 | $5,113,956 | $459,394 | $162,415 | $153,100 |
| 2023 | $4,816,977 | $298,801 | $228,628 | $220,610 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,841,012 | $5,113,956 | $4,816,977 |
| Revenue | $1,889,589 | $459,394 | $298,801 |
| Expenses | $817,225 | $162,415 | $228,628 |
| Qualifying Distributions | $810,295 | $153,100 | $220,610 |
| Net Investment Income | $769,728 | $454,579 | $296,551 |
| Distributable Amount | $422,276 | $363,107 | $314,669 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rene R Champagne and Teresa I Champagne as trustees.
Champagne Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rene R. Champagne
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Teresa I. Champagne
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 450 E 96Th St Ste 200, Indianapolis, IN 46240-3797
Phone: (317) 566-1000
Frequently asked questions about Champagne Family Charitable Trust
How much does Champagne Family Charitable Trust give each year?
Champagne Family Charitable Trust gave $810K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $153K across 12 grants.
What is Champagne Family Charitable Trust's typical grant size?
Champagne Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $47,664, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Champagne Family Charitable Trust that year got $59K on average.
Where does Champagne Family Charitable Trust give grants?
Champagne Family Charitable Trust gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Marco Island, FL (13 grants) and Naples, FL (3 grants).
Does Champagne Family Charitable Trust give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on Champagne Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Champagne Family Charitable Trust's largest grantees?
Champagne Family Charitable Trust's largest 2025 grantees include MIA Rays Squadron ($333,000), Post 404 American Legion ($200,000) and Marco Island Youth Baseball ($200,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is Champagne Family Charitable Trust?
Champagne Family Charitable Trust reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $810K in qualifying distributions that year, against a required minimum of $422K (roughly 5% of its investment assets).
What does Champagne Family Charitable Trust fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Champagne Family Charitable Trust?
The foundation states in its 2024 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Champagne Family Charitable Trust's EIN?
Champagne Family Charitable Trust's EIN (Employer Identification Number) is 20-6262204. IRS Form 990 filing data is available on this page for 2021–2025.
Does Champagne Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Champagne Family Charitable Trust by hand.
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