Civic Intelligence

Charlotte Switon Charitable Trust

990PF • Fiscal year 2012 • EIN 42-6632897

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 22, 2013

Organization Profile
W4589 Valley Drive54937
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

93rd percentile

$3,833

Higher top officer pay than 93% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

42nd percentile

-2.2%

Faster asset growth than 42% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$464,696

Down $10,255 (-2.2%) from 2011

Net Assets

$464,696

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$26,788

Down $112 (-0.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2011: $474,951Liabilities 2011: $12011Assets 2012: $464,696Liabilities 2012: $0Net Assets 2012: $464,6962012Assets 2013: $464,189Liabilities 2013: $1,406Net Assets 2013: $462,7832013Assets 2014: $447,771Liabilities 2014: $1,243Net Assets 2014: $446,5282014Assets 2015: $455,490Liabilities 2015: $1,368Net Assets 2015: $454,1222015Assets 2016: $444,147Liabilities 2016: $1,300Net Assets 2016: $442,8472016Assets 2017: $431,555Liabilities 2017: $1,230Net Assets 2017: $430,3252017Assets 2018: $405,814Liabilities 2018: $1,319Net Assets 2018: $404,4952018Assets 2019: $392,270Liabilities 2019: $1,563Net Assets 2019: $390,7072019Assets 2020: $371,679Liabilities 2020: $0Net Assets 2020: $371,6792020Assets 2021: $399,362Liabilities 2021: $0Net Assets 2021: $399,3622021Assets 2022: $374,969Liabilities 2022: $0Net Assets 2022: $374,9692022Assets 2023: $364,342Liabilities 2023: $0Net Assets 2023: $364,3422023Assets 2024: $351,203Liabilities 2024: $0Net Assets 2024: $351,2032024

Highlighted filing

2012

Assets$464,696
Liabilities$0
Net Assets$464,696
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $19,956Expenses 2011: $26,900Net Income 2011: -$6,9442011Expenses 2012: $26,7882012Revenue 2013: $29,680Expenses 2013: $30,187Net Income 2013: -$5072013Revenue 2014: $16,773Expenses 2014: $33,191Net Income 2014: -$16,4182014Revenue 2015: $37,578Expenses 2015: $29,859Net Income 2015: $7,7192015Revenue 2016: $17,898Expenses 2016: $27,874Net Income 2016: -$9,9762016Revenue 2017: $20,276Expenses 2017: $30,747Net Income 2017: -$10,4712017Revenue 2018: $5,880Expenses 2018: $31,710Net Income 2018: -$25,8302018Revenue 2019: $14,194Expenses 2019: $27,982Net Income 2019: -$13,7882019Revenue 2020: $13,258Expenses 2020: $32,286Net Income 2020: -$19,0282020Revenue 2021: $61,552Expenses 2021: $29,880Net Income 2021: $31,6722021Revenue 2022: $16,191Expenses 2022: $40,510Net Income 2022: -$24,3192022Revenue 2023: $16,193Expenses 2023: $26,808Net Income 2023: -$10,6152023Revenue 2024: $18,959Expenses 2024: $32,134Net Income 2024: -$13,1752024

Highlighted filing

2012

Revenue-
Expenses$26,788
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 22, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER ULLENBERGTrusteePT$3,833-$3,833
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMT TABOR CENTERGENERAL OPERATIONSCAHTOLICCHURCHMENASHA, WI, US$5,000
Paid GrantST CHRIST THE KING PARISHGENERAL OPERATIONSCATHOLICCHURCHNASHVILLE, TN, US$4,041
Paid GrantST BERNADETTE PARISHGENERAL OPERATIONSCATHOLICCHURCHMILWAUKEE, WI, US$3,360
Paid GrantHOLY FAMILY CATHOLIC CHURCHGENERAL OPERATIONSCATHOLICCHURCHFONDDU LAC, WI, US$3,333
Filing and Contact Details

Filer

EIN
42-6632897
Raw XML Appendix304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis14
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02008-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12007-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice010000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice17
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name010000 M&I BANK CD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1.156 KRAFT FOODS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet13
InvestmentsOtherSchedule2/InvestmentsOther/BookValue055582
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1161415
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CERTIFICATES OF DEPOSIT
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-10256
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice010007
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-119
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome013746
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0167
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblPrps0357
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss0357
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0342
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss026788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses016532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps08149
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02905
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011054
IRS990PF/BalanceSheets/CashBOY012301
IRS990PF/BalanceSheets/CashEOY06486
IRS990PF/BalanceSheets/CashEOYFMV06486
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0205530
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0205527
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0268218
IRS990PF/BalanceSheets/InvestmentsOtherBOY0257120
IRS990PF/BalanceSheets/InvestmentsOtherEOY0216997
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0218327
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY035686
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IRS990PF/BalanceSheets/TotalAssetsBOY0474951
IRS990PF/BalanceSheets/TotalAssetsEOY0464696
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0474951
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0474951
IRS990PF/BalanceSheets/TotalNetAssetsEOY0464696
IRS990PF/BalanceSheets/UnrestrictedBOY0474951
IRS990PF/BalanceSheets/UnrestrictedEOY0464696
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-10-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset010000 M&I BANK CD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1.156 KRAFT FOODS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-122
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-122
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-10256
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0464696
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0474951
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted026889
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj026889
IRS990PF/DistributableAmount/DistributableAmountBeforeDed026889
IRS990PF/DistributableAmount/MinimumInvestmentReturn027026
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0137
IRS990PF/DistributableAmount/TotalTax0137
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0263
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0263
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0137
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0137
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0400
IRS990PF/FMVAssetsEOY0528717
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0548746
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances031663
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0517083
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08231
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn027026
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0540515
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0548746
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03833
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALEXANDER ULLENBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10W4589 VALLEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FOND DU LAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode054937
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0137
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0540515
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions023746
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09209248188
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10ADVANCEMENT OF THE CATHOLIC RELIGON
IRS990PF/SummaryOfDirectCharitableActy/Expenses1015734
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER DESCRIBING NEED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ALEXANDER L ULLENBERG TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09209249878
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10W4589 VALLEY DRIVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0FOND DU LAC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode054937
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CATHOLIC RELIGION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST BERNADETTE PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HOLY FAMILY CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ST CHRIST THE KING PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MT TABOR CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CATHOLICCHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CATHOLICCHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CATHOLICCHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CAHTOLICCHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108200 W DENVER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11271 FOURTH STREET WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123001 BELMONT BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13522 SECOND ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1FONDDU LAC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MENASHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053223
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode154937
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode237212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode354952
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear015734
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear08247
IRS990PF/UndistributedIncome/AppliedToYear1015636
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted026889
IRS990PF/UndistributedIncome/QualifyingDistributions023883
IRS990PF/UndistributedIncome/UndistributedIncomeCY018642
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear015636
OtherExpensesSchedule/OtherExpenses/Description0TRUSTEE BOND
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps01111
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01111
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherIncomeSchedule2/OtherIncome/Description0CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0167
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0167
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount0342
TaxesSchedule/Taxes/Category02011 Form 99-PF
TaxesSchedule/Taxes/NetInvestmentIncome0342
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0426632897
ReturnHeader/Filer/Name/BusinessNameLine10CHARLOTTE SWITON CHARITABLE TRUST
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone09209248188
ReturnHeader/Filer/USAddress/AddressLine10W4589 VALLEY DRIVE
ReturnHeader/Filer/USAddress/City0FOND DU LAC
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054937
ReturnHeader/Officer/DateSigned02013-02-22
ReturnHeader/Officer/Name0ALEXANDER ULLEMBERG
ReturnHeader/Officer/Phone09209248188
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10H DONNER & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010335 N PORT WASHINGTON RD STE 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MEQUON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053092
ReturnHeader/Preparer/Name0KENNETH O DONNER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-18T13:40:57-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,696
Liabilities
$0
Net assets
$464,696
Revenue
-
Expenses
$26,788
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2011Summary only. Only limited summary data is available for this year.$4.75$0.00$0.20$0.27$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • <$500k nonprofits