Nonprofit · EIN 04-6865004
LAGARDE CHARITABLE TR
Also known as LAGARDE JACQUES TTEE
Tax-exempt · BERKELEY, CA 94708
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,330 | $315,025 | -$292,695 | $291,005 | $0 | $291,005 |
| December 31, 2024 | 990-PF | $32,100 | $205,000 | -$172,900 | $586,010 | $0 | $586,010 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,403
- Interest
- $17,927
Expenses
- Grants and similar amounts paid
- $315,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $315,000
- Excise tax on investment income
- $310
Balance sheet and other
- Total assets, start of year
- $586,010
- Total assets, end of year
- $291,005
- Total liabilities, end of year
- $0
- Net assets, end of year
- $291,005
- Fair market value of assets
- $291,005
- Qualifying distributions
- $315,000
- Net investment income
- $22,330
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE LAGARDE 1423 ARCH STREET, BERKELEY, CA 94708 | TRUSTEE | 5 | $0 |
| CHARLOTTE BERVIN-LAGARDE 56 DOLAN DRIVE, GUILFORD, CT 06437 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE LAGARDE 1423 ARCH STREET, BERKELEY, CA 94708 | TRUSTEE | 5 | $0 |
| CHARLOTTE BERVIN-LAGARDE 56 DOLAN DRIVE, GUILFORD, CT 06437 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1423 ARCH ST, BERKELEY, CA 94708-1826
- In care of
- % JACQUES AND MARIE LAGARDE
- Signed the 990-PF
- CHARLOTTE BERVIN-LAGARDE, TRUSTEE
- Phone
- (510) 548-1108
- Return prepared by
- FOCUS PARTNERS WEALTH LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6865004
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $291,005
- Income (IRS master file)
- $22,330
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,330 | $315,025 | $291,005 | IRS |
| 990-PF | December 2024 | $32,100 | $205,000 | $586,010 | XML |
| 990-PF | December 2023 | $16,711 | $107,065 | $747,311 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LAGARDE CHARITABLE TR
- What is the EIN of LAGARDE CHARITABLE TR?
- The employer identification number (EIN) of LAGARDE CHARITABLE TR is 04-6865004.
- Is LAGARDE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LAGARDE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAGARDE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAGARDE CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAGARDE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LAGARDE CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LAGARDE CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,330, expenses of $315,025 and total assets of $291,005 at year end.
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All nonprofits in BERKELEY · California · Philanthropy, voluntarism and grantmaking foundations