Charlotte Switon Charitable Trust

990PF • Fiscal year 2011 • EIN 42-6632897

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

Organization Profile

W4589 Valley Drive54937

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$474,951

Flat from 2011

Net Assets

$474,951

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$26,900

Flat from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$474,951

Liabilities$0

Net Assets$474,951

Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$26,900

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: May 3, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALEXANDER ULLENBERG	Trustee	PT	$3,607	-	$3,607

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	ST ROMAN PARISH	GENERAL OPERATIONS	CATHOLICCHURCH	MILWAUKEE, WI, US	$9,800
Paid Grant	ST BERNADETTE PARISH	GENERAL OPERATIONS	CATHOLICCHURCH	MILWAUKEE, WI, US	$2,978
Paid Grant	ST JOHN-SACRED HEART PARISH	GENERAL OPERATIONS	CATHOLICCHURCH	SHERWOOD, WI, US	$2,335

Filing and Contact Details

Filer

EIN: 42-6632897

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	3	174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	4	1268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	5	1035
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	6	21000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	7	10000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	8	6563
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	9	10000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	10	2893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	11	1738
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	12	4319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	13	4868
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	14	6853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	15	5482
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	3	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	4	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	5	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	6	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	7	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	8	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	9	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	10	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	11	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	12	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	13	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	14	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	15	P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss	0	514
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-6944
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	3
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	474951
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	481892
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	474951
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	24785
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	24785
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	24785
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	25127
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	342
IRS990PF/DistributableAmount/TotalTax	0	342
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	58
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	342
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment	0	-400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	58
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	342
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	342
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	400
IRS990PF/FMVAssetsEOY	0	524918
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	510197
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	7900
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	502297
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	7653
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	25127
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	502544
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	510197
IRS990PF/NECT	0	X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	5.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	3607
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	ALEXANDER ULLENBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	W4589 VALLEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	FOND DU LAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	54937
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	0
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	24022
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	24022
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	24022
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	ALEXANDER ULLENBERG
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	9209248188
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	W4589 VALLEY DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	FOND DU LAC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	54937
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	WI
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	ADVANCEMENT OF THE CATHOLIC RELIGON
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	15113
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	LETTER DESCRIBING NEED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	ALEXANDER L ULLENBERG TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	9209249878
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	W4589 VALLEY DRIVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	FOND DU LAC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	54937
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	CATHOLIC RELIGION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2978
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	9800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	2335
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	ST BERNADETTE PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	ST ROMAN PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	ST JOHN-SACRED HEART PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	CATHOLICCHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	CATHOLICCHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	CATHOLICCHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	8200 W DENVER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1710 W BOLIVAR AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	N 367 MILITARY RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	SHERWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	53223
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	53221
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	54169
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	15113
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $474,951
Liabilities: $0
Net assets: $474,951
Revenue: -
Expenses: $26,900
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.51	$0.00	$3.51	$0.19	$0.32	$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.64	$0.00	$3.64	$0.16	$0.27	$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.75	$0.00	$3.75	$0.16	$0.41	$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.99	$0.00	$3.99	$0.62	$0.30	$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.72	$0.00	$3.72	$0.13	$0.32	$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.92	$0.02	$3.91	$0.14	$0.28	$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.06	$0.01	$4.04	$0.06	$0.32	$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.32	$0.01	$4.30	$0.20	$0.31	$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.44	$0.01	$4.43	$0.18	$0.28	$0.10
2015Detailed filing. Detailed filing data is available for this year.	$4.55	$0.01	$4.54	$0.38	$0.30	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$4.48	$0.01	$4.47	$0.17	$0.33	$0.16
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.64	$0.01	$4.63	$0.30	$0.30	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$4.65	$0.00	$4.65		$0.27
2011Detailed filing. Detailed filing data is available for this year.	$4.75	$0.00	$4.75		$0.27
2011Summary only. Only limited summary data is available for this year.	$4.75	$0.00		$0.20	$0.27	$0.07