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Daniel M Soref Rvoc Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2002. The principal officer is Audrey J Strnad. It holds total assets of $67.5M. Annual income is reported at $12.7M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Daniel M Soref Rvoc Trust has made 101 grants totaling $6.1M, with a median grant of $30K. The foundation has distributed between $3M and $3.1M annually from 2021 to 2022. Individual grants have ranged from $5K to $323K, with an average award of $60K. The foundation has supported 54 unique organizations. Grants have been distributed to organizations in Wisconsin and California and Minnesota. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$30K
Average Grant
$57K
Largest Grant
$300K
Based on 53 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Daniel M Soref Rvoc Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 101 grants. Its grantmaking reaches organizations primarily in WI, CA, MN.
Daniel M Soref Rvoc Trust has distributed a total of $6.1M across 101 grants. The median grant size is $30K, with an average of $60K. Individual grants have ranged from $5K to $323K.
Daniel M Soref Rvoc Trust typically selects its grantees rather than accepting unsolicited proposals.
Daniel M Soref Rvoc Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Audrey J Strnad | TRUSTEE | $240K | $0 | $240K |
Total Giving
$3.4M
Total Assets
$64.3M
Fair Market Value
$64.3M
Net Worth
$64.3M
Grants Paid
$3M
Contributions
N/A
Net Investment Income
$5.2M
Distribution Amount
$3.1M
Total: $6.6M
Total Grants
101
Total Giving
$6.1M
Average Grant
$60K
Median Grant
$30K
Unique Recipients
54
Most Common Grant
$25K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Growing Minds IncBECOME A MINDFUL CHAMPION PROGRAM | Milwaukee, WI | $10K | 2022 |
| Medical College Of WisconsinDMS IMAGING CENTER, DMS NEUROSCIENCE FELLOWSHIP | Milwaukee, WI | $300K | 2022 |
| Historic Haymarket Milwaukee LlcMPM DESIGN PHASE | Milwaukee, WI | $250K | 2022 |
| Harry & Rose Samson Family JccDMS AQUATIC CENTER | Milwaukee, WI | $188K | 2022 |
| Hunger Task Force IncGENERAL OPERATIONS AND CAPITAL CAMPAIGN | Milwaukee, WI | $150K | 2022 |
| City Forward Collective IncGENERAL OPERATING BUDGET | Milwaukee, WI | $150K | 2022 |
| Technion Israel Institute Of TechnologyMEDICAL RESEARCH | Technion City | $125K | 2022 |
| Children'S Hospital And Health Sys FdnDMS FAMILY RESOURCE CENTER & ENDOWMENT | Milwaukee, WI | $125K | 2022 |
| Rogers Memorial Hospital Foundation IncCOACHING FOR SUCCESS PROJECT | Oconomowoc, WI | $100K | 2022 |
| Big Brothers Big Sisters Of Metro MilwMENTOR 2.0 AND GENERAL | Milwaukee, WI | $100K | 2022 |
| Boys & Girls Club Of Greater MilwaukeeSUPPORT FOR CAMP WHITCOMB MASON & GENERAL OPERATIONS | Milwaukee, WI | $100K | 2022 |
| Running Rebels Community OrganizationCAPITAL AND TECH UPGRADES | Milwaukee, WI | $100K | 2022 |
| Coa Youth & Family CentersYOUTH & FAMILY PROGRAMS GOLDIN AND RIVERWEST | Milwaukee, WI | $100K | 2022 |
| Congregation Emanuel B'Ne JeshurunLIFELONG LEARNING PROGRAM | Milwaukee, WI | $95K | 2022 |
| Milwaukee Jewish Federation IncANNUAL CAMPAIGN, JHELP, UKRAINE REFUGEE RELIEF | Milwaukee, WI | $88K | 2022 |
| Urj Olin Sang Ruby - Union InstituteNON-SUMMER PROGRAMS AND ENDOWMENT | Oconomowoc, WI | $50K | 2022 |
| Milwaukee Urban StablesSUPPORT OF CONSTRUCTION | Milwaukee, WI | $50K | 2022 |
| Milwaukee Jewish Day School IncTECHNOLOGY | Milwaukee, WI | $50K | 2022 |
| United Community Center IncACOSTA MIDDLE SCHOOL CONSTRUCTION | Milwaukee, WI | $50K | 2022 |
| Milwaukee College Preparatory SchoolGENERAL OPERATIONS & CHALLENGE GRANT FOR K-3 PLAY SPACE | Milwaukee, WI | $50K | 2022 |
| Afar IncRAMP UP MILWAUKEE OPERATIONS AND DEVELOPMENT OF UNIVERSAL PARK | Redwood City, CA | $50K | 2022 |
| Greater Milwaukee FoundationNONPROFIT MANAGEMENT FUND | Milwaukee, WI | $50K | 2022 |
| Hillel Foundation - University Of Wisconsin MadisonSTUDENT ENGAGEMENT & LEADERSHIP INITIATIVE | Madison, WI | $50K | 2022 |
| Sojourner Family Peace CenterOPERATING BUDGET SUPPORT | Milwaukee, WI | $40K | 2022 |
| Jewish Family ServicesCOMMUNITY RESOURCE PROGRAM | Milwaukee, WI | $36K | 2022 |
| Milwaukee Art MuseumJUNIOR DOCENT PROGRAM; PHOTOGRAPHY ACQUISITION | Milwaukee, WI | $31K | 2022 |
| Milwaukee Rescue MissionJOY HOUSE IMPROVEMENTS | Milwaukee, WI | $30K | 2022 |
| Gps Education Partners IncYOUTH APPRENTICE PROGRAM & TRAUMA INFORMED CARE TRAINING | Waukesha, WI | $30K | 2022 |
| Hillel MilwaukeeOPERATING BUDGET SUPPORT | Milwaukee, WI | $30K | 2022 |
| LiscGENERAL OPERATING BUDGET | Milwaukee, WI | $30K | 2022 |
| Wisconsin Philanthropy NetworkSUPPORT OF MISSION TO SUPPORT EFFECTIVE PHILANTHROPY | Milwaukee, WI | $25K | 2022 |
| Sharp LiteracyBOOK IN EVERY CHILD'S HAND PROGRAM | Milwaukee, WI | $25K | 2022 |
| Acts Housing Development CorporationHOME OWNERSHIP EMPOWERMENT PGM | Milwaukee, WI | $25K | 2022 |
| Operation Dream IncGENERAL OPERATIONS | Milwaukee, WI | $25K | 2022 |
| The Guest House Of Milwaukee IncEMERGENCY SHELTER PROGRAM | Milwaukee, WI | $25K | 2022 |
| Camp Manitowish YmcaLEADERSHIP DEVELOPMENT PROGRAM | Boulder Junction, WI | $25K | 2022 |
| Hope House Of Milwaukee IncGENERAL OPERATIONS | Milwaukee, WI | $25K | 2022 |
| Feeding America Eastern Wisconsin IncGENERAL OPERATING BUDGET | Milwaukee, WI | $20K | 2022 |
| B'Nai B'Rith Youth OrganizationGENERAL OPERATIONS | Milwaukee, WI | $20K | 2022 |
| Benedict CenterGENERAL OPERATIONS | Milwaukee, WI | $20K | 2022 |
| Jewish Beginnings Lubavitch PreschoolSUPPORT OF OPERATING BUDGET | Milwaukee, WI | $20K | 2022 |
| Arts At LargeGENERAL OPERATIONS | Milwaukee, WI | $20K | 2022 |
| Skylight Music Theatre CorpGENERAL OPERATIONS | Milwaukee, WI | $20K | 2022 |
| Teach For AmericaGENERAL OPERATIONS | Milwaukee, WI | $20K | 2022 |
| Near West Side PartnersCOMMERCIAL CORRIDOR PROGRAM | Milwaukee, WI | $16K | 2022 |
| Yeshiva Elementary SchoolGENERAL SUPPORT | Milwaukee, WI | $10K | 2022 |
| Milwaukee Kollel IncGENERAL OPERATIONS | Milwaukee, WI | $10K | 2022 |
| United Performing Arts FundANNUAL CAMPAIGN | Milwaukee, WI | $10K | 2022 |
| United Way Of Greater MilwaukeeHEALTHY YOUTH INITIATIVE | Milwaukee, WI | $10K | 2022 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI