Charlotte Switon Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charlotte Switon Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 42-6632897
Foundation Overview
Based in Fond Du Lac, WI, Charlotte Switon Charitable Trust has awarded 21 grants totaling $210,207 to organizations in Wisconsin, Missouri and 5 other states across the US. Individual grants range from $2,648 to $20,145, with a median award of $10,525.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
52% of grants are awarded in Wisconsin, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Princeton (27%), Mount Horeb (18%), Fond Du Lac (9%).
Funding Trajectory
Stable funding levels with 19% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Charlotte Switon Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| St Mary's Congregation | $20,145 | Menominee Falls, WI, US | Repairs, Upgrades & Maintenance | 2024 |
| St Michael The Archangel Parish | $15,300 | Mount Horeb, WI, US | General Repair | 2023 |
| St Michael The Archangel Parish | $15,300 | Mount Horeb, WI, US | General Repair | 2023 |
| St John Baptist Church | $10,525 | Princeton, WI, US | Audio Improvements In Church | 2022 |
| St Louis Catholic Church | $11,204 | Waco, TX, US | Outdoor Meditation Area | 2022 |
| St John Baptist Church | $10,525 | Princeton, WI, US | Audio Improvements In Church | 2022 |
| St Louis Catholic Church | $11,204 | Waco, TX, US | Outdoor Meditation Area | 2022 |
| St John Baptist Church | $10,525 | Princeton, WI, US | Audio Improvements In Church | 2022 |
| St Louis Catholic Church | $11,204 | Waco, TX, US | Outdoor Meditation Area | 2022 |
| Holy Family Catholic Church | $4,295 | Fond Du Lac, WI, US | Tabernacle Repairs | 2021 |
| St Mary's Catholic Church | $11,482 | Joplin, MO, US | Church Repairs/remodel | 2021 |
| St Peter The Apostle Catholic Churc | $2,648 | Joplin, MO, US | Church Repair | 2021 |
| St Bernadette Parish | $10,000 | Milwaukee, WI, US | Grotto Repairs | 2020 |
| St Katharine Drexel Parish | $10,000 | Beaver Dam, WI, US | Church Repairs/remodel | 2020 |
| Holy Cross Chatholic Church | $7,250 | Paris, TN, US | Communionsacred Vessels | 2018 |
| Vista Christian Retreat | $12,000 | Campbellsport, WI, US | Roman Catholicliturgicalequipment | 2018 |
| St Louise De Marillac Church | $7,500 | Pittsburg, PA, US | Soundchurch Serviceequipment | 2017 |
| St Wendelin Catholic Church | $7,000 | Fostoria, OH, US | Improvementssacristy | 2017 |
| St Mary Of The Assumption | $5,100 | Decatur, IN, US | Replacementhymnal | 2017 |
| St Joseph's Catholic Congregation Inc | $5,000 | Rice Lake, WI, US | Vestments | 2016 |
| St Mary Of The Miraculous Medal Catholic Church | $12,000 | Texas City, TX, US | Remodel Life House | 2016 |
Foundations Similar to Charlotte Switon Charitable Trust
Discover 5 foundations with comparable assets ($612,151-$631,746), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Orville & Evalyn Isaac Charitable
EIN: 81-6063853 | 29 grants awarded |
$626,859
(≈ Similar) |
$9,263
median grant |
Milwaukee, WI
Same state |
|
|
Frostwood Farms Foundation Inc
EIN: 82-1962540 | 27 grants awarded |
$627,931
(≈ Similar) |
$10,000
median grant |
Middleton, WI
Same state |
|
|
George J&elizabeth Park Robinson Tr
EIN: 46-7227739 | 30 grants awarded |
$630,535
(≈ Similar) |
$9,500
median grant |
Milwaukee, WI
Same state |
|
|
Artisan Partners Foundation Inc
EIN: 87-2862799 | 1 grants awarded |
$631,746
(≈ Similar) |
$13,500
median grant |
Milwaukee, WI
Same state |
|
|
Elizabeth J Riley Charitable Trust
EIN: 20-7105543 | 24 grants awarded |
$612,151
(≈ Similar) |
$20,000
median grant |
Kenosha, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Charlotte Switon Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 42-6632897 |
| Website | N/A |
| Address | W4589 VALLEY DR Fond Du Lac, WI 54937-7950 |
Key People (1)
Board members, trustees, and key staff who oversee Charlotte Switon Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Alexander Ullenberg |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Charlotte Switon Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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