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Nita Soref 2006 Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2009. The principal officer is Wayne R Lueders. It holds total assets of $129K. Annual income is reported at $105K. Total assets have decreased from $625K in 2011 to $151K in 2023. The foundation is governed by 2 officers and trustees. Donations to tax exempt charitable organizations as reported in part xv. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Nita Soref 2006 Charitable Trust has made 5 grants totaling $663K, with a median grant of $50K. Annual giving has decreased from $259K in 2020 to $120K in 2023. Grantmaking activity was highest in 2021 with $285K distributed across 1 grants. Individual grants have ranged from $20K to $285K, with an average award of $133K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in Wisconsin and Illinois. Contributions to this foundation are tax-deductible.
Donations to tax exempt charitable organizations as reported in part xv.
Expenses: $259K
Donations to tax exempt charitable organizations as reported in part xv. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in WI, IL.
Nita Soref 2006 Charitable Trust has distributed a total of $663K across 5 grants. The median grant size is $50K, with an average of $133K. Individual grants have ranged from $20K to $285K.
Nita Soref 2006 Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Nita Soref 2006 Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wayne R Lueders | TRUSTEE | $15K | $0 | $15K |
| Bert L Bilsky | TRUSTEE | $0 | $0 | N/A |
Total Giving
$135K
Total Assets
$151K
Fair Market Value
$211K
Net Worth
$151K
Grants Paid
$120K
Contributions
N/A
Net Investment Income
$13K
Distribution Amount
$12K
Total Grants
5
Total Giving
$663K
Average Grant
$133K
Median Grant
$50K
Unique Recipients
4
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Florentine Opera CompanyGENERAL OPERATIONS | Milwaukee, WI | $50K | 2023 |
| Milwaukee Ballet CompanyGENERAL OPERATIONS | Milwaukee, WI | $50K | 2023 |
| Lynn Sage Breast Cancer FoundationGENERAL OPERATIONS | Chicago, IL | $20K | 2023 |
| See Attached ScheduleSEE ATTACHED | See Attached, WI | $285K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI