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.
Focus Areas
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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 | $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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH VOICE FOR PEACE BERKELEY, CA | GENERAL | $5,000 |
| NEW ISRAEL FUND NEW YORK, NY | GENERAL | $5,000 |
| SWELL FOUNDATION BERKELEY, CA | GENERAL | $180,000 |
| UNRWA NEW YORK, NY | GENERAL | $10,000 |
| MU FILMS BERKELEY, CA | GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARIE LAGARDE | TRUSTEE | 5 | — |
| CHARLOTTE BERVIN-LAGARDE | TRUSTEE | 5 | — |
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.
Explore Open Grants
Browse active grant opportunities in Lagarde Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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