Civic Intelligence

Nita Soref 2006 Charitable Trust

EIN 20-7158138 • Milwaukee, WI

777 East Wisconsin AvenueMilwaukee, WI 53202-5306
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

14th percentile

-65%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,715

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-15%

Faster asset growth than 35% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

84%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$128,716

Down $22,324 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$128,716

Down $22,324 (-15%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin14th percentile

Revenue

Up

$34,536

Up $15,724 (+84%) from 2023

Expenses

Down

$56,861

Down $78,239 (-58%) from 2023

Net Income

Up

-$22,325

Up $93,963 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $624,563Liabilities 2011: $02011Assets 2012: $565,761Liabilities 2012: $02012Assets 2013: $580,157Liabilities 2013: $02013Assets 2014: $2,462,239Liabilities 2014: $0Net Assets 2014: $2,462,2392014Assets 2015: $2,073,996Liabilities 2015: $0Net Assets 2015: $2,073,9962015Assets 2016: $1,667,919Liabilities 2016: $0Net Assets 2016: $1,667,9192016Assets 2017: $1,484,312Liabilities 2017: $0Net Assets 2017: $1,484,3122017Assets 2018: $1,077,002Liabilities 2018: $0Net Assets 2018: $1,077,0022018Assets 2019: $721,663Liabilities 2019: $0Net Assets 2019: $721,6632019Assets 2020: $476,930Liabilities 2020: $0Net Assets 2020: $476,9302020Assets 2021: $271,045Liabilities 2021: $0Net Assets 2021: $271,0452021Assets 2022: $267,290Liabilities 2022: $0Net Assets 2022: $267,2902022Assets 2023: $151,040Liabilities 2023: $0Net Assets 2023: $151,0402023Assets 2024: $128,716Liabilities 2024: $0Net Assets 2024: $128,7162024

Highlighted filing

2024

Assets$128,716
Liabilities$0
Net Assets$128,716
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $62,220Expenses 2011: $60,918Net Income 2011: $1,3022011Revenue 2012: $3,094Expenses 2012: $61,897Net Income 2012: -$58,8032012Revenue 2013: $23,941Expenses 2013: $9,840Net Income 2013: $14,1012013Revenue 2014: $2,063,506Expenses 2014: $181,423Net Income 2014: $1,882,0832014Revenue 2015: $58,006Expenses 2015: $446,249Net Income 2015: -$388,2432015Revenue 2016: -$24,679Expenses 2016: $381,658Net Income 2016: -$406,3372016Revenue 2017: $50,991Expenses 2017: $234,705Net Income 2017: -$183,7142017Revenue 2018: $69,991Expenses 2018: $477,301Net Income 2018: -$407,3102018Revenue 2019: $76,762Expenses 2019: $432,102Net Income 2019: -$355,3402019Revenue 2020: $32,946Expenses 2020: $278,743Net Income 2020: -$245,7972020Revenue 2021: $97,715Expenses 2021: $303,588Net Income 2021: -$205,8732021Revenue 2022: $7,672Expenses 2022: $11,728Net Income 2022: -$4,0562022Revenue 2023: $18,812Expenses 2023: $135,100Net Income 2023: -$116,2882023Revenue 2024: $34,536Expenses 2024: $56,861Net Income 2024: -$22,3252024

Highlighted filing

2024

Revenue$34,536
Expenses$56,861
Net Income-$22,325
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$128,716
Liabilities
$0
Net assets
$128,716
Revenue
$34,536
Expenses
$56,861
Net income
-$22,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.03$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.02$0.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.10$0.30$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.03$0.28$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.08$0.43$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.07$0.48$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.05$0.23$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.02$0.38$0.41
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.06$0.45$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$2.06$0.18$1.88
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.02$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.00$0.06$0.06
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.06$0.06$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE R LUEDERSTrustee-$9,321-$9,321
BERT L BILSKYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nita Soref 2006 Charitable Trust
EIN
20-7158138
In Care Of
% WAYNE R LUEDERS
Address
777 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Wayne Lueders
Title
Trustee
Phone
4142975786
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Wayne R Lueders
Phone
4142712400
Raw XML Appendix302 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0262442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0311926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt06322
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01322
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt028
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07672
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07672
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01322
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05593
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03728
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09321
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06322
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06322
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4056
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03436
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01322
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt086
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02246
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07672
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07672
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05668
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03893
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03.691 DODGE & COX INTERNATIONAL STOCK FUND / XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14 ISHARES TR S&P 500 VALUE / XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22 SPDR TR UNIT SER 1 / 78462F103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc332.728 DODGE & COX INTERNATIONAL STOCK FD / XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01322
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4056
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0301
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0267290
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0271045
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0267290
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016248
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016248
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016248
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016301
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt053
IRS990PF/DistributableAmountGrp/TotalTaxAmt053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01250
IRS990PF/FMVAssetsEOYAmt0316774
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0380
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0321
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0380
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0380
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0258014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0262442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0311926
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012710
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04458
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04458
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0271045
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0267290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0316774
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0271045
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0267290
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0271045
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0267290
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0330977
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05910
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0325067
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04965
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016301
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0326012
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0330977
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt19321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BERT L BILSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WAYNE R LUEDERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01360 N PROSPECT AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O FOLEY LARDNER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0777 EAST WISCONSIN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1532025306
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05668
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05668
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0777 EAST WISCONSIN AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532025306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WAYNE R LUEDERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142712400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NITA SOREF
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05668
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0269492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0234426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0371555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0401610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0139246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128666
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01277083
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0269492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0234426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0371555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0401610
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05668
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01405749
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01416329
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt075
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt075
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0301
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX COST ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt086
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSEL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt086
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/Amt1917
TaxesSchedule/TaxesDetail/Amt21250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt079
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NITA SOREF 2006 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NITA
ReturnHeader/Filer/EIN0207158138
ReturnHeader/Filer/InCareOfNm0% WAYNE R LUEDERS
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 EAST WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE R LUEDERS
ReturnHeader/ReturnTs02023-05-10T15:27:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUEDERS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.