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EIN 39-6758434

Daniel M Soref Rvoc Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Milwaukee
State
Wisconsin
Year formed
2002
Most recent tax filings
2023-06-01
NTEE code, primary
T20: Private Foundations
Description
The Daniel M Soref Rvoc Trust is a private foundation that made 50 grants last year. Grantees include Harry & Rose Samson Family JCC. The trustee is Audrey J Strnad. It is located in Milwaukee, WI.
Also known as...
Strnad Audrey J Ttee
Total revenues
$5,223,682
2023
Total expenses
$3,373,436
2023
Total assets
$64,284,671
2023
Num. employees
1
2023

Grants made by Daniel M Soref Rvoc Trust

GranteeGrant descriptionAmount
Milwaukee Jewish Federation (MJF)Annual Campaign, Jhelp, Nextgen, Daf$303,500
Medical College of Wisconsin (MCW)DMS Imaging Center, DMS Neuroscience Fellowship$298,000
Harry and Rose Samson Family Jewish Community Center (JCC)DMS Aquatic Center & Stars Program$212,500
...and 27 more grants made totalling $1,995,235

Personnel at Daniel M Soref Rvoc Trust

NameTitleCompensation
Audrey J StrnadTrustee$240,000

Financials for Daniel M Soref Rvoc Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Investment income and dividends$2,882,838
Net rental income$0
Net gain from sale of non-inventory assets$2,340,844
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,223,682

Form 990s for Daniel M Soref Rvoc Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062024-01-16990PFView PDF
2022-062023-03-09990PFView PDF
2021-062022-02-03990PFView PDF
2020-062021-06-17990PFView PDF
2019-062020-10-07990PRView PDF
...and 7 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 17, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 12, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 170504
Milwaukee, WI 53217
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(262) 240-9755
IRS details
EIN
39-6758434
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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