Charlotte Switon Charitable Tr
- Assets
- $364.3k
- Revenue
- $16.2k
- Investments
- $354.7k
- Employees
- 0
- Location
- Fond Du Lac, WI
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 42-6632897
Organization Overview
Charlotte Switon Charitable Tr is located in Fond Du Lac, WI. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2023, Charlotte Switon Charitable Tr generated $16.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (8.9%) each year. All expenses for the organization totaled $26.8k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (1.2%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Charlotte Switon Charitable Tr has awarded 18 individual grants totaling $134,004. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADVANCEMENT OF THE CATHOLIC RELIGON
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,428 |
| Dividends & Interest | $11,621 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $144 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $16,193 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,310 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $147 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $300 |
| Other expenses | $1,126 |
| Total operating and administrative expenses | $11,508 |
| Contributions, gifts, grants paid | $15,300 |
| Total expenses and disbursements | $26,808 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $9,648 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $364,342 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Charlotte Switon Charitable Tr has awarded $21,729 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ST JOHN BAPTIST CHURCH PURPOSE: AUDIO IMPROVEMENTS IN CHURCH | $10,525 |
ST LOUIS CATHOLIC CHURCH PURPOSE: OUTDOOR MEDITATION AREA | $11,204 |