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Wisconsin · Private foundation

Charlotte Switon Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$20k
Granted FY2024(still arriving)
1
Grants FY2024
1
Organizations funded FY2023
100%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$20,145
Largest grant, FY2024
$20,145
Organizations funded a year
1 to 3
FY2017 to FY2023
States reached, FY2024
1
Total assets, FY2024
$351k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 100% of the organizations Charlotte Switon Charitable Trust funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $15k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
ReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving1$20k100%
FY20231$15k100%
FY20222$22k100%
FY20213$18k100%
FY20202$20k100%
FY20191$16k100%
FY20182$19k100%
FY20173$20kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Religion$151k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
WI
IN
OH
PA
MO
TN
TX

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Vista Christian Retreat Inc$12,00012%
St Katharine Drexel Parish$10,0001n/a
St Bernadette Parish$10,0001n/a
St Wendelin Catholic Church$7,0001n/a

Plus 11 recipients with no EIN on record ($112k), not named here.

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About Charlotte Switon Charitable Trust

How much does Charlotte Switon Charitable Trust give?
Charlotte Switon Charitable Trust reported 1 grants totaling $20,145 in its FY2024 IRS filing. It funded between 1 and 3 organizations a year over FY2017 to FY2023.
What does Charlotte Switon Charitable Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Religion (100%).
Who are Charlotte Switon Charitable Trust's largest grantees?
By total granted over FY2017 to FY2024: Vista Christian Retreat Inc ($12k), St Katharine Drexel Parish ($10k), St Bernadette Parish ($10k).
Does Charlotte Switon Charitable Trust fund new organizations?
In FY2023, 100% of the organizations it funded were first-time grantees.
Does Charlotte Switon Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is Charlotte Switon Charitable Trust based?
Charlotte Switon Charitable Trust is based in WI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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