Lagarde Charitable Trust
Lagarde Charitable Trust is a private foundation, based in Berkeley, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $291K in total assets. In 2025, it awarded 3 grants totaling $315K. Net investment income was $22K.
Lagarde Charitable Trust at a glance
In short: Lagarde Charitable Trust gave $315K across 3 grants in 2025 (avg $105K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $315,000
- +53.7% vs 2024
- Grants made (2025)
- 3
- -40.0% vs 2024
- Average grant
- $105,000
- +156.1% vs 2024
- Median grant
- $20,000
- Total assets
- $291,005
- -50.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lagarde Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Swell Foundation ($290K). Together the top 3 received $315K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 25 grants of 29 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Lagarde Charitable Trust gives
- Giving grew 168% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $50K (2021) to $315K (2025). In 2025 it made 3 grants totaling $315K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Swell Foundation Berkeley, CA | General | $290,000 |
| Full Picture Justice San Francisco, CA | General | $20,000 |
| Mu Films Berkeley, CA | General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $291,005 | $22,330 | $315,025 | $315,000 | 3 | $315,000 | $22,330 | $21,286 |
| 2024 | $586,010 | $32,100 | $205,000 | $205,000 | 5 | $205,000 | $32,100 | $32,387 |
| 2023 | $747,311 | $16,711 | $107,065 | $107,065 | 5 | $107,065 | $16,711 | $38,255 |
| 2022 | $815,604 | $1,130 | $117,550 | $117,525 | 14 | $117,525 | $9,782 | $46,864 |
| 2021 | $1,093,037 | $1,188 | $50,075 | $50,000 | 2 | $50,000 | $1,188 | $53,337 |
| 2020 | $1,073,631 | $442,289 | $83,500 | $83,500 | 18 | — | $442,289 | $47,090 |
| 2019 | $1,088,328 | $8,450 | $83,200 | $83,200 | 24 | — | $8,450 | $52,489 |
Under IRS private-foundation payout rules, Lagarde Charitable Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lagarde Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Marie Lagarde
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Charlotte Bervin-Lagarde
Trustee
On filings since 2022
5 hrs/week
No compensation reported
Former officers (2)
- Former: Charlotte Lagarde (2019–2021) — Trustee
- Former: Jacques Lagarde (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lagarde Charitable Trust
How much does Lagarde Charitable Trust give each year?
Lagarde Charitable Trust gave $315K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $205K across 5 grants.
What is Lagarde Charitable Trust's typical grant size?
Lagarde Charitable Trust's median grant in 2025 was $20,000, and its average grant was $105,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lagarde Charitable Trust give grants?
Lagarde Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Berkeley, CA (2 grants).
Does Lagarde Charitable Trust give general operating support?
Yes: 100% of Lagarde Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Lagarde Charitable Trust?
Lagarde Charitable Trust reported $291K in total assets on its 2025 IRS Form 990-PF. It paid out $315K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
Explore Open Grants
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