Champagne Family Charitable Trust
Champagne Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANAPOLIS, IN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 12 grants totaling $153K. Net investment income was $455K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.1M
+6.2% YoY
Annual Giving
$153K
-30.6% YoY
Grant Count
12
-25.0% YoY
Avg Grant Size
$13K
-7.5% YoY
Under IRS private-foundation payout rules, Champagne Family Charitable Trust reported a distributable amount of $363K for 2024 — the minimum it must pay out in qualifying distributions.
About Champagne Family Charitable Trust
Based on IRS filings
Champagne Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANAPOLIS, IN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 12 grants totaling $153K. Net investment income was $455K.
Focus Areas
Ready to take the next step with Champagne Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,113,956 | $4,816,977 | $4,746,804 |
| Revenue | $459,394 | $298,801 | $487,936 |
| Expenses | $162,415 | $228,628 | $659,899 |
| Qualifying Distributions | $153,100 | $220,610 | $652,585 |
| Net Investment Income | $454,579 | $296,551 | $414,959 |
| Distributable Amount | $363,107 | $314,669 | $341,917 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mia Rays Squadron ($75,000), Marco Island Historical Society ($34,000), Marco Dementia Respite ($19,500).
| Recipient | Purpose | Amount |
|---|---|---|
| MIA RAYS SQUADRON MARCO ISLAND, FL | PROVIDE MIA FINANCIAL SUSTAINABILITY | $75,000 |
| MARCO ISLAND HISTORICAL SOCIETY MARCO ISLAND, FL | PRESERVE THE HISTORY OF MARCO ISLAND | $34,000 |
| MARCO DEMENTIA RESPITE MARCO ISLAND, FL | PROVIDE A SAFE OASIS FOR RESIDENTS | $19,500 |
| MARCO ISLAND DISCOVERY CENTER MARCO ISLAND, FL | PROMOTES ENVIRONMENTAL EDUCATION | $10,000 |
| AMERICAN CANCER SOCIETY MARCO ISLAND, FL | SAVE LIVES & FIGHT CANCER | $5,000 |
| OUR DAILY BREAD FOOD PANTRY MARCO ISLAND, FL | REDUCE HUNGER AND BUILD RELATIONSHIP | $5,000 |
| WOUNDED WARRIORS OF COLLIER COUNTY NAPLES, FL | ASSIST NEEDS OF VETERANS AND FAMILY | $1,000 |
| MARCO ISLAND FIRE RESCUE FOUNDATION MARCO ISLAND, FL | PROVIDES FINANCIAL RELIEF | $1,000 |
| CHRISTMAS ISLAND STYLE MARCO ISLAND, FL | PROVIDES HOLIDAY EVENTS | $1,000 |
| FIGHTING BLINDNESS COLUMBIA, MD | PROVIDES RESEARCH FOR THE BLIND | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RENE R CHAMPAGNE | TRUSTEE | 0.5 | — |
| TERESA I CHAMPAGNE | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Champagne Family Charitable Trust?
Champagne Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in INDIANAPOLIS, IN. It holds $5.1M in total assets as of 2024.
How large is Champagne Family Charitable Trust?
As of 2024, Champagne Family Charitable Trust holds $5.1M in total assets with $459K in annual revenue. It awarded 12 grants totaling $153K in 2024.
Where does Champagne Family Charitable Trust operate?
Champagne Family Charitable Trust has awarded grants in Florida, Massachusetts, Maryland, Virginia.
What size grants does Champagne Family Charitable Trust award?
In 2024, Champagne Family Charitable Trust awarded 12 grants totaling $153K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Champagne Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Champagne Family Charitable Trust reported a distributable amount of $363K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Champagne Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Bremer Family Foundation
MARCO ISLAND, FL
Assets
—
Grants
38
Total Given
$62K
Collier Community Foundation Inc
NAPLES, FL
Assets
$287.5M
Grants
255
Total Given
$29.5M
Community Fdn of Greater Des Moines
DES MOINES, IA
Assets
$918.7M
Grants
1,259
Total Given
$55.7M
Boston Foundation Inc
BOSTON, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
Natl Christian Charitable Fdn Inc
ALPHARETTA, GA
Assets
$6.1B
Grants
16,327
Total Given
$2.6B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Champagne Family Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities