Lagarde Charitable Trust

BERKELEY, CA EIN: 04-6865004

Lagarde Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $586K in total assets. In 2024, it awarded 5 grants totaling $205K. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$586K

-21.6% YoY

Annual Giving

$205K

+91.5% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$41K

+91.5% YoY

Under IRS private-foundation payout rules, Lagarde Charitable Trust reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About Lagarde Charitable Trust

Based on IRS filings

Lagarde Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $586K in total assets. In 2024, it awarded 5 grants totaling $205K. Net investment income was $32K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BerkeleyCherry HillGuilfordMontgomeryNew YorkOaklandRichmondSan CarlosSan FranciscoSan JoseWallingfordWalnut CreekWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$122K$243K$365K$487K20202021202220232024
Metric202420232022
Total Assets$586,010$747,311$815,604
Revenue$32,100$16,711$1,130
Expenses$205,000$107,065$117,550
Qualifying Distributions$205,000$107,065$117,525
Net Investment Income$32,100$16,711$9,782
Distributable Amount$32,387$38,255$46,864

Giving Over Time

Total grant dollars and number of grants per year

$0$51K$103K$154K$205K18 grants20202 grants202114 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

SWELL FOUNDATION$180KUNRWA$10KJEWISH VOICE FOR PEACE$5KNEW ISRAEL FUND$5KMU FILMS$5K

Grant Size Distribution

44 grants across all recorded years

41<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Swell Foundation ($180,000), Unrwa ($10,000), Jewish Voice for Peace ($5,000).

RecipientPurposeAmount
JEWISH VOICE FOR PEACE BERKELEY, CAGENERAL$5,000
NEW ISRAEL FUND NEW YORK, NYGENERAL$5,000
SWELL FOUNDATION BERKELEY, CAGENERAL$180,000
UNRWA NEW YORK, NYGENERAL$10,000
MU FILMS BERKELEY, CAGENERAL$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARIE LAGARDETRUSTEE5
CHARLOTTE BERVIN-LAGARDETRUSTEE5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lagarde Charitable Trust?

Lagarde Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BERKELEY, CA. It holds $586K in total assets as of 2024.

How large is Lagarde Charitable Trust?

As of 2024, Lagarde Charitable Trust holds $586K in total assets with $32K in annual revenue. It awarded 5 grants totaling $205K in 2024.

Where does Lagarde Charitable Trust operate?

Lagarde Charitable Trust has awarded grants in Alabama, California, Connecticut, District of Columbia, New Jersey, New York, Virginia.

What size grants does Lagarde Charitable Trust award?

In 2024, Lagarde Charitable Trust awarded 5 grants totaling $205K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is Lagarde Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lagarde Charitable Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lagarde Charitable Trust's EIN?

Lagarde Charitable Trust's EIN (Employer Identification Number) is 04-6865004. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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