Nonprofit · EIN 20-6262204
CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT
Also known as CHAMPAGNE RENE R TTEE
Tax-exempt · INDIANAPOLIS, IN 46240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,889,589 | $817,225 | $1,072,364 | $5,841,012 | $0 | $5,841,012 |
| June 30, 2024 | 990-PF | $459,394 | $162,415 | $296,979 | $5,113,956 | $0 | $5,113,956 |
| June 30, 2023 | 990-PF | $298,801 | $228,628 | $70,173 | $4,816,977 | $0 | $4,816,977 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,117,403
- Dividends
- $198,836
- Net gain from sales of assets
- $573,350
Expenses
- Grants and similar amounts paid
- $810,295
- Disbursements for charitable purposes
- $810,295
- Excise tax on investment income
- $10,699
Balance sheet and other
- Total assets, start of year
- $5,113,956
- Total assets, end of year
- $5,841,012
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,841,012
- Fair market value of assets
- $9,325,052
- Qualifying distributions
- $810,295
- Net investment income
- $769,728
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENE R CHAMPAGNE 1809 S INLET DR, MARCO ISLAND, FL 341455984 | TRUSTEE | 0.5 | $0 |
| TERESA I CHAMPAGNE 1809 S INLET DR, MARCO ISLAND, FL 341455984 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENE R CHAMPAGNE 1809 S INLET DR, MARCO ISLAND, FL 341455984 | TRUSTEE | 0.5 | $0 |
| TERESA I CHAMPAGNE 1809 S INLET DR, MARCO ISLAND, FL 341455984 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENE R CHAMPAGNE 1809 S INLET DR, MARCO ISLAND, FL 341455984 | TRUSTEE | 0.5 | $0 |
| TERESA I CHAMPAGNE 1809 S INLET DR, MARCO ISLAND, FL 341455984 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
- In care of
- % LM HENDERSON
- Signed the 990-PF
- RENE R CHAMPAGNE, TRUSTEE
- Phone
- (317) 566-1000
- Return prepared by
- L M HENDERSON & COMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6262204
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,841,012
- Income (IRS master file)
- $2,955,205
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,889,589 | $817,225 | $5,841,012 | IRS |
| 990-PF | June 2024 | $459,394 | $162,415 | $5,113,956 | IRS |
| 990-PF | June 2023 | $298,801 | $228,628 | $4,816,977 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 20-6262204).
Questions about CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT
- What is the EIN of CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT?
- The employer identification number (EIN) of CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT is 20-6262204.
- Is CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CHAMPAGNE FAMILY CHARITABLE TR AGREEMENT have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,889,589, expenses of $817,225 and total assets of $5,841,012 at year end.
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