Nonprofit · EIN 42-6632897
CHARLOTTE SWITON CHARITABLE TR
Also known as ULLENBERG ALEX TTEE
Tax-exempt · FOND DU LAC, WI 54937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $18,959 | $32,134 | -$13,175 | $351,203 | $0 | $351,203 |
| December 31, 2023 | 990-PF | $16,193 | $26,808 | -$10,615 | $364,342 | $0 | $364,342 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $12,461
- Interest
- $6,498
Expenses
- Grants and similar amounts paid
- $20,145
- Compensation of officers, directors and key employees
- $7,625
- Disbursements for charitable purposes
- $26,731
- Excise tax on investment income
- $191
Balance sheet and other
- Total assets, start of year
- $364,342
- Total assets, end of year
- $351,203
- Total liabilities, end of year
- $0
- Net assets, end of year
- $351,203
- Fair market value of assets
- $624,655
- Qualifying distributions
- $26,731
- Net investment income
- $18,959
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDER ULLENBERG W4589 VALLEY DRIVE, FOND DU LAC, WI 54937 | TRUSTEE | 5 | $7,625 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDER ULLENBERG W4589 VALLEY DRIVE, FOND DU LAC, WI 54937 | TRUSTEE | 5 | $7,310 |
Address and contacts
- Address (IRS master file)
- W4589 VALLEY DR, FOND DU LAC, WI 54937-7950
- Signed the 990-PF
- ALEXANDER ULLENBERG, TRUSTEE
- Phone
- (920) 924-8188
- Return prepared by
- FEUCHT FINANCIAL GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6632897
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $351,203
- Income (IRS master file)
- $18,959
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $18,959 | $32,134 | $351,203 | XML |
| 990-PF | December 2023 | $16,193 | $26,808 | $364,342 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6632897).
Questions about CHARLOTTE SWITON CHARITABLE TR
- What is the EIN of CHARLOTTE SWITON CHARITABLE TR?
- The employer identification number (EIN) of CHARLOTTE SWITON CHARITABLE TR is 42-6632897.
- Is CHARLOTTE SWITON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CHARLOTTE SWITON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLOTTE SWITON CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE SWITON CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLOTTE SWITON CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $7,625 (ALEXANDER ULLENBERG, TRUSTEE).
- How much revenue does CHARLOTTE SWITON CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,959, expenses of $32,134 and total assets of $351,203 at year end.
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