Funder DirectoryCHARLOTTE SWITON CHARITABLE TRUST
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All organizations not elsewhere classifiedEIN 426632897Est. 0000-00

CHARLOTTE SWITON CHARITABLE TRUST

FOND DU LAC, WI 54937

Accepts unsolicited proposals

Total Assets

$625K

FY 2024

Annual Giving

$20K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$20K

FY 2024

Grant Range

$20K–$20K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$19K

Total Expenses

$32K

Qualifying Distributions

$27K

Distributable Amount

$30K

Min. Investment Return

$30K

Undistributed Income

$27K

Payout rate 89%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.89%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $22K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

8 grants

ST MARY'S CONGREGATION
$20K
1 grant
ST MICHAEL THE ARCHANGEL PARISH
$15K
1 grant
VISTA CHRISTIAN RETREAT
$12K
1 grant
ST LOUIS CATHOLIC CHURCH
$11K
1 grant
ST JOHN BAPTIST CHURCH
$11K
1 grant
ST BERNADETTE PARISH
$10K
1 grant
ST KATHARINE DREXEL PARISH
$10K
1 grant
HOLY CROSS CHATHOLIC CHURCH
$7K
1 grant

Grant Size Distribution

8 grants

<$10K
3
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Wisconsin
$78K
81% of total
Texas
$11K
12% of total
Tennessee
$7K
8% of total

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CHARLOTTE SWITON CHARITABLE TRUST — Grants, Financials & Contact | Grantivo