Private foundation (trust)EIN 207158138Est. 2009-03
NITA SOREF 2006 CHARITABLE TRUST
MILWAUKEE, WI 532025306
Total Assets
$211K
FY 2023
Annual Giving
$120K
FY 2023
Grants Made
3
FY 2023
Avg Grant
$40K
FY 2023
Grant Range
$20K–$50K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$19K
Total Expenses
$135K
Qualifying Distributions
$129K
Distributable Amount
$12K
Min. Investment Return
$13K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
6 grants
Recipient names are missing from the available filing data for some grants.
Grant Size Distribution
6 grants
Geographic Focus
2 states
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