Charlotte Switon Charitable Trust
Charlotte Switon Charitable Trust is a private foundation, based in Fond Du Lac, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $351K in total assets. In 2024, it awarded 1 grant totaling $20K. Net investment income was $14K.
Charlotte Switon Charitable Trust at a glance
In short: Charlotte Switon Charitable Trust gave $20K across 1 grant in 2024 (avg $20K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $20,145
- +31.7% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $20,145
- +31.7% vs 2023
- Median grant
- $20,145
- Total assets
- $351,203
- -3.6% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Charlotte Switon Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was St Mary's Congregation ($20K).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How Charlotte Switon Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (+9%). Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2024, annual grant giving ranged from $15K (2023) to $22K (2022). In 2024 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Mary's Congregation Menominee Falls, WI | Repairs, Upgrades & Maintenance | $20,145 |
Ready to take the next step with Charlotte Switon Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $351,203 | $18,959 | $32,134 | $20,145 | 1 | $26,731 | $13,709 | $30,036 |
| 2023 | $364,342 | $16,193 | $26,808 | $15,300 | 1 | $21,619 | $11,007 | $29,612 |
| 2022 | $374,969 | $16,191 | $40,510 | $21,729 | 2 | $27,743 | $10,575 | $30,323 |
| 2021 | $399,362 | $61,552 | $29,880 | $18,425 | 3 | $24,660 | $56,485 | $23,098 |
| 2020 | $371,679 | $13,258 | $32,286 | $20,000 | 2 | — | $10,976 | $26,695 |
Under IRS private-foundation payout rules, Charlotte Switon Charitable Trust reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charlotte Switon Charitable Trust is led by Alexander Ullenberg, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Alexander Ullenberg
Trustee
On filings since 2020
5 hrs/week
$6K (2020) → $8K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $8K, to Alexander Ullenberg (Trustee).
Frequently asked questions about Charlotte Switon Charitable Trust
How much does Charlotte Switon Charitable Trust give each year?
Charlotte Switon Charitable Trust gave $20K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $15K across 1 grant.
How large is Charlotte Switon Charitable Trust?
Charlotte Switon Charitable Trust reported $351K in total assets on its 2024 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Charlotte Switon Charitable Trust operate?
Charlotte Switon Charitable Trust has awarded grants in Missouri, Texas, Wisconsin.
What is Charlotte Switon Charitable Trust's EIN?
Charlotte Switon Charitable Trust's EIN (Employer Identification Number) is 42-6632897. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 1, 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 October 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Charlotte Switon Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Wisconsin
The Charitable Foundation
Vermontville, NY
The foundation supports education, performing arts, addiction recovery, religious and community programs, and services for disadvantaged people. Its 2025 grants ranged from $1,000 to $40,000, with a median of $1,500, and went mainly to organizations in North Carolina, New York, Wyoming, and Florida. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$2.1M
Grants
56
Total Given
$201K
Getsch Charitable Trust
North Oaks, MN
Getsch Charitable Trust funds family services, community development, education, and religious ministry, with most 2025 grant dollars going to organizations in Minnesota and Wisconsin. Its 2025 grants ranged from $1,000 to $18,000, with a median of $2,000. It gives only to preselected charities and does not accept unsolicited requests.
Assets
$2.5M
Grants
39
Total Given
$165K
Catholic Foundation of Oklahoma Inc
Oklahoma City, OK
The Catholic Foundation of Oklahoma funds parish ministries, Catholic schools, and other Catholic ministries in central and western Oklahoma, including projects in education, faith formation, youth programs, and outreach. Parish Life and school grants are typically under $10,000, though its 2025 grants had a median of $12,500. The profile does not state whether it accepts unsolicited requests.
Assets
$93.1M
Grants
60
Total Given
$3.3M
Oddfellows Retirement Manor Inc
Reno, NV
In 2024, the foundation supported scholarships and organizations providing veterans’ services, disability services, and conservation work, with grants ranging from $4,000 to $20,000 and a median of $5,000. Its giving went mainly to Nevada, with some support in Florida. It does not accept unsolicited requests and contributes only to preselected organizations.
Assets
$1.2M
Grants
10
Total Given
$79K
Barbara F Wheeler Foundation
Aledo, TX
The foundation supports basic assistance such as food, clothing, housing, and healthcare, along with child advocacy, religious ministry, and youth missions. Its 2024 grants ranged from $10,000 to $60,000, with a median of $25,000; most funding went to Texas recipients, with smaller amounts awarded elsewhere. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$8.6M
Grants
17
Total Given
$420K
Bains Dircks Foundation
Novi, MI
Assets
$113K
Grants
4
Total Given
$6K
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charlotte Switon Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Charlotte Switon Charitable Trust down — hundreds of funders to go?