George N Sauer Trust

990PF • Fiscal year 2024 • EIN 43-6018977

Oct 01, 2023 to Sep 30, 2024 • Filed on Dec 03, 2024

Organization Profile

PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

-139%

Higher net margin than 4% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

$10,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 67.1% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

-3.3%

Faster asset growth than 28% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

10%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$503,952

Down $17,319 (-3.3%) from 2023

Net Assets

Down

$503,952

Down $17,319 (-3.3%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue43rd percentile Net Margin4th percentile

Revenue

$14,911

Up $1,405 (+10%) from 2023

Expenses

$35,647

Up $2,383 (+7.2%) from 2023

Net Income

Down

-$20,736

Down $978 (-4.9%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$503,952

Liabilities$0

Net Assets$503,952

Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$14,911

Expenses$35,647

Net Income-$20,736

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2023 to Sep 30, 2024
Signed: Dec 3, 2024
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay64th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
US BANK NA	Trustee	-	$10,000	-	$10,000

Filing and Contact Details

Filer

Filer Name: George N Sauer Trust
EIN: 43-6018977
Phone: 3144182643
Address: PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name: U S Bank N a by
Title: Trustee
Phone: 3144182643
Signed: 2024-12-03
Discuss with paid preparer: Yes

Preparer

Firm: Pwc US Tax Llp
Address: 301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer: Allison J Valenty
Phone: 4123556000

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

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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	912828V80 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	912828K74 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	912828Y95 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	912828YB0 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	4	91282CCR0 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	5	9128282R0 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	6	912810PW2 U S TREASURY BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	7	912810QH4 U S TREASURY BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	8	912810TU2 U S TREASURY BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	9	91282CHT1 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	10	91282CHW4 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	11	91282CFV8 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	12	91282CLD1 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	13	91282CLF6 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	69354
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	46274
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	2	15428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	3	10016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	4	10428
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	6	24775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	7	24367
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	8	24172
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	9	24627
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	10	25604
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	11	25608
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	12	25087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	68778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	44537
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	2	13720
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	3	9082
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	4	9640
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	11	25699
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	12	25176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	145263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	912810FQ6 U S TREASURY I P S
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	1000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	95058
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	532010634
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3144188233
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	23046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ILLINOIS MASONIC CHILDRENS HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	ATTN WILLIAM J WARMOTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	31 MILLER AVE PO BOX 408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	61920
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	23046
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3515
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	23046
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	25699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	26561
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	22184
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	23046
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	300
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PURCHASE OF ACCRUED INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	49
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	49
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3717
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	US TREASURY IPS 3.375% 4/15/32 BASIS ADJ
TaxesSchedule/TaxesDetail/Amt	0	6
TaxesSchedule/TaxesDetail/Amt	1	80
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GEORGE N SAUER TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SAUE
ReturnHeader/Filer/EIN	0	436018977
ReturnHeader/Filer/PhoneNum	0	3144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm	0	MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	532010634
ReturnHeader/Form8822BAttachedInd	0	X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-01-27T14:01:14-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-10-01
ReturnHeader/TaxPeriodEndDt	0	2024-09-30
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $503,952
Liabilities: $0
Net assets: $503,952
Revenue: $14,911
Expenses: $35,647
Net income: -$20,736

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.90	$0.00	$4.90	$0.19	$0.34	$0.14
2024Detailed filing. Detailed filing data is available for this year.	$5.04	$0.00	$5.04	$0.15	$0.36	$0.21
2023Detailed filing. Detailed filing data is available for this year.	$5.21	$0.00	$5.21	$0.14	$0.33	$0.20
2022Detailed filing. Detailed filing data is available for this year.	$5.38	$0.00	$5.38	$0.14	$0.39	$0.25
2021Detailed filing. Detailed filing data is available for this year.	$5.54	$0.00	$5.54	$0.12	$0.45	$0.33
2020Detailed filing. Detailed filing data is available for this year.	$5.81	$0.00	$5.81	$0.13	$0.52	$0.39
2019Detailed filing. Detailed filing data is available for this year.	$6.19	$0.00	$6.19	$0.16	$0.21	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$6.24	$0.00	$6.24	$0.13	$0.21	$0.08
2017Detailed filing. Detailed filing data is available for this year.	$6.29	$0.00	$6.29	$0.13	$0.82	$0.69
2016Detailed filing. Detailed filing data is available for this year.	$6.97	$0.00	$6.97	$0.16	$0.78	$0.63
2015Detailed filing. Detailed filing data is available for this year.	$7.59	$0.00	$7.59	$0.15	$0.23	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$7.69	$0.00	$7.69	$0.23	$0.62	$0.39
2013Summary only. Only limited summary data is available for this year.	$8.08	$0.00		$0.19	$0.53	$0.34
2012Summary only. Only limited summary data is available for this year.	$8.43	$0.00		$0.21	$0.41	$0.20
2011Summary only. Only limited summary data is available for this year.	$8.65	$0.00		$0.26	$0.36	$0.10