Private foundation (trust)EIN 396758434Est. 2002-03
DANIEL M SOREF RVOC TR
MILWAUKEE, WI 53217
Total Assets
$64.3M
FY 2022
Annual Giving
$3.0M
FY 2022
Grants Made
46
FY 2022
Avg Grant
$65K
FY 2022
Grant Range
$5K–$304K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2022 filing
Total Revenue
$5.2M
Total Expenses
$3.4M
Qualifying Distributions
$3.3M
Distributable Amount
$3.1M
Min. Investment Return
$3.1M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
46 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
245 grants
Grant Size Distribution
245 grants
Geographic Focus
3 states
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