Civic Intelligence

Charlotte Switon Charitable Trust

990PF • Fiscal year 2020 • EIN 42-6632897

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 01, 2021

Organization Profile
W4589 Valley DriveFond Du Lac, WI 54937

(920) 924-8188

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-144%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-6.6%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$371,679

Down $20,591 (-5.2%) from 2019

Net Assets

Down

$371,679

Down $19,028 (-4.9%) from 2019

Liabilities

Down

$0

Down $1,563 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$13,258

Down $936 (-6.6%) from 2019

Expenses

Up

$32,286

Up $4,304 (+15%) from 2019

Net Income

Down

-$19,028

Down $5,240 (-38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$371,679
Liabilities$0
Net Assets$371,679
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

2020

Revenue$13,258
Expenses$32,286
Net Income-$19,028
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER ULLENBERGTrusteePT$5,799-$5,799
Filing and Contact Details

Filer

Filer Name
Charlotte Switon Charitable Trust
EIN
42-6632897
Phone
9209248188
Address
W4589 VALLEY DRIVE, FOND DU LAC, WI 54937

Signing Officer

Name
Alexander Ullenberg
Title
Trustee
Phone
9209248188
Signed
2021-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Feucht Financial Group LLC
Address
N6687 WRIGHTWAY DR, FOND DU LAC, WI 54937-8423
Preparer
Matthew D Miller
Phone
9209216288
Raw XML Appendix255 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
AccountingFeesSchedule/AccountingFeesDetail/Amt04832
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0H. DONNER & CO
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04228
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0604
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0ROBERT W BAIRD - PUBLICLY TRADED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1ROBERT W BAIRD - PUBLICLY TRADED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt09016
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt138000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt09000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt138000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BAIRD - TAXABLE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BAIRD - BOND FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0167511
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt151282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0164677
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt150653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0139988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0338455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ROBERT W. BAIRD & CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt09259
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-16
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03900
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0115
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt013143
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013258
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04228
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0604
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04832
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04349
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05799
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-19028
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt047000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-16
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt029688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013258
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09688
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02298
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012286
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19028
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0371679
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0390707
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0371679
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026695
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026695
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026695
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026848
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0153
IRS990PF/DistributableAmountGrp/TotalTaxAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0153
IRS990PF/FMVAssetsEOYAmt0566683
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01563
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0199611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0218793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0215330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0139970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0139988
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0338455
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0390707
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0371679
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012898
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0392270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0371679
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0566683
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01563
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0392270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0371679
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0390707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0371679
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0545137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010376
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0534761
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08177
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026848
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0536960
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0545137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALEXANDER ULLENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0W4589 VALLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FOND DU LAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054937
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029688
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029688
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt029688
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALEXANDER ULLENBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0W4589 VALLEY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FOND DU LAC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054937
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09209248188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DESCRIBING NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALEXANDER L ULLENBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09209249878
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0W4589 VALLEY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FOND DU LAC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054937
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ADVANCEMENT OF THE CATHOLIC RELIGION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GROTTO REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHURCH REPAIRS/REMODEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST BERNADETTE PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST KATHARINE DREXEL PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08200 W DENVER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1408 S SPRINGS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BEAVER DAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153916
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011997
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017691
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026695
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029688
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014698
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017691
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEST BEND MUTUAL - TRUSTEE BO
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01111
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION - VIOXX
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0115
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0115
TaxesSchedule/TaxesDetail/Amt0244
TaxesSchedule/TaxesDetail/CategoryTxt02019 IRS FORM 990-PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0244
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER ULLENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09209248188
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE SWITON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426632897
ReturnHeader/Filer/PhoneNum09209248188
ReturnHeader/Filer/USAddress/AddressLine1Txt0W4589 VALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054937
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391833486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FEUCHT FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N6687 WRIGHTWAY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549378423
ReturnHeader/PreparerPersonGrp/PhoneNum09209216288
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW D MILLER
ReturnHeader/ReturnTs02021-09-01T09:17:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ULLENBERG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$371,679
Liabilities
$0
Net assets
$371,679
Revenue
$13,258
Expenses
$32,286
Net income
-$19,028
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
2020Detailed filing. Detailed filing data is available for this year.$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