Daniel M Soref Rvoc Trust is a private foundation based in Milwaukee, WI that was founded in 2002. As of 2018 they had $4.1 million in revenue and $62 million in assets.
Daniel M Soref Rvoc Trust makes grants to other organizations, such as $320,000 to Milwaukee Public Museum (MPM) for "Theater Revitalization"; $237,500 to Harry and Rose Samson Family Jewish Community Center (JCC) for "DMS Aquatic, Laugh It Up, Stars Program"; $200,000 to Boys and Girls Clubs of Greater Milwaukee for "Diversity Initiative and Power Hour; Aquatic Center"; $200,000 to The Milwaukee Jewish Federation (MJF) for "Annual Fund Drive 2018, Jhelp, Combating Hate Initiative, Young Leadership Division"; and $200,000 to Medical College of WISCONSIN (MCW) for "DMS Imaging & Research Center".
Previous legal names or variations of their name include: Strnad Audrey J Ttee.
EIN:
39-6758434
City:
State:
Founded:
2002
Type:
501(c)(3)
NTEE:
Revenue:
$4,104,440
Assets:
$62,721,355
Fiscal year end:
June
Form 990s for Daniel M Soref Rvoc Trust
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|
| 2018-06 | Jun 19, 2019 | 990PF | View PDF |
| 2017-06 | Apr 10, 2018 | 990PF | View PDF |
| 2016-06 | Aug 3, 2017 | 990PF | View PDF |
| 2015-06 | Jan 27, 2016 | 990PF | View PDF |
| 2014-06 | Dec 11, 2014 | 990PF | View PDF |
| ...and two more Form 990 PDFs |
Financials for Daniel M Soref Rvoc Trust
| Field | 2018 | 2017 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | |
| Investment income and dividends | $2,021,169 | $1,726,615 | 17.1% |
| Net rental income | $0 | $0 | |
| Net gain from sale of non-inventory assets | $2,079,727 | $1,511,378 | 37.6% |
| Gross sales of inventory | $0 | $0 | |
| Miscellaneous revenues | $3,544 | $49 | 7132.7% |
| Total revenues | $4,104,440 | $3,238,042 | 26.8% |
| Field | 2018 | 2017 | % Change |
|---|
| Compensation of current officers, etc. | $240,000 | $240,000 | |
| Non-officer salaries and wages | $0 | $0 | |
| Pension/retirement accruals and contributions | $0 | $0 | |
| Legal fees | $2,926 | $2,905 | 0.7% |
| Accounting fees | $7,100 | $11,900 | -40.3% |
| Other fee-for-service | $35 | $221 | -84.2% |
| Interest | $0 | $0 | |
| Depreciation, amortization, etc. | $799 | $498 | 60.4% |
| Occupancy | $21,079 | $21,079 | |
| Travel | $175 | $1,381 | -87.3% |
| Office expenses | | | |
| Grants to all govts., orgs., and individuals | $3,269,393 | $3,126,769 | 4.6% |
| All other expenses | $54,948 | $43,627 | 25.9% |
| Total expenses | $3,596,455 | $3,448,380 | 4.3% |
| Field | 2018 | 2017 | % Change |
|---|
| Cash (non-interest-bearing) | $0 | $0 | |
| Savings, short-term investments, etc. | $6,054,121 | $1,642,963 | 268.5% |
| Accounts receivable | $0 | $0 | |
| Pledges and grants receivable | $0 | $0 | |
| Loans receivable from officers, directors, etc. | $0 | $0 | |
| Notes and loans receivable | $0 | $0 | |
| Inventories for use | $0 | $0 | |
| Prepaid expenses and deferred charges | $4,889 | $0 | 999% |
| Investments in government obligations | $0 | $0 | |
| Investments in corporate stock | $3,176,482 | $2,552,487 | 24.4% |
| Investments in corporate bonds | $1,975,152 | $1,995,775 | -1.0% |
| Investments in land, buildings, and equipment | $0 | $0 | |
| Investments in mortgage loans | $0 | $0 | |
| Other types of investments | $51,505,762 | $56,656,297 | -9.1% |
| Buildings, equipment, etc. post-depreciation | $4,691 | $5,491 | -14.6% |
| Other assets | $258 | $258 | |
| Total assets | $62,721,355 | $62,853,271 | -0.2% |
| Field | 2018 | 2017 | % Change |
|---|
| Accounts payable and accrued expenses | $0 | $8,160 | -100% |
| Grants payable | $0 | $0 | |
| Deferred revenue | $0 | $0 | |
| Loans payable to officers and disqualified persons | $0 | $0 | |
| Secured mortgages and notes payable to unrelated third parties | $0 | $0 | |
| Other liabilities | $0 | $0 | |
| Total liabilities | $0 | $8,160 | -100% |
| Field | 2018 | 2017 | % Change |
|---|
| Unrestricted net assets | $0 | $0 | |
| Temporarily restricted net assets | $0 | $0 | |
| Permanently restricted net assets | $0 | $0 | |
Vendors for Daniel M Soref Rvoc Trust
Peer private foundations
| | Name | Type | Revenue | Location |
|---|
| 1 | Mercy Works Foundation | 501(c)(3) | $6.0 million | Appleton, WI |
| 2 | Religious Care Foundation | 501(c)(3) | $1.0 million | Marshfield, WI |
| 3 | Walter and Frederica Evans Trust | 501(c)(3) | $1.5 million | Milwaukee, WI |
| 4 | RDK Foundation | 501(c)(3) | $3.4 million | Madison, WI |
| 5 | Ab Nicholas Scholarship Foundation | 501(c)(3) | $4.5 million | Mequon, WI |
| 6 | Wisconsin Public Service Foundation | 501(c)(3) | $2.7 million | Green Bay, WI |
| 7 | Herzog-Beckman Foundation | 501(c)(3) | $1.3 million | Milwaukee, WI |
| 8 | Patrick J and Janet L Thompson Family Foundation | 501(c)(3) | $1.1 million | Milwaukee, WI |
| 9 | Legacy Foundation of Central Wisc | 501(c)(3) | $6.9 million | Wisconsin Rapids, WI |
| 10 | Frederick B Wells JR Trust Fund | 501(c)(3) | $1.5 million | Milwaukee, WI |
| 11 | Jeffris Family Foundation | 501(c)(3) | $1.3 million | Janesville, WI |
| 12 | Nicholas Fam Foundation Trust | 501(c)(3) | $4.5 million | Mequon, WI |
| 13 | Raynor Father John P Charitable Trust | 501(c)(3) | $1.1 million | Milwaukee, WI |
| 14 | Cornerstone Foundation of Northeastern Wisconsin | 501(c)(3) | $2.6 million | Green Bay, WI |
| 15 | Kellogg Family Foundation | 501(c)(3) | $2.9 million | Milwaukee, WI |
| 16 | BA and Esther Greenheck Foundation | 501(c)(3) | $3.0 million | Wausau, WI |
| 17 | 1923 Fund | 501(c)(3) | $4.5 million | Milwaukee, WI |
| 18 | Rose E Tucker Charitable Trust | 501(c)(3) | $1.1 million | Milwaukee, WI |
| 19 | Oscar and Augusta Schlegel Foundation | 501(c)(3) | $1.1 million | Milwaukee, WI |
| 20 | Selma J Hartke Community Foundation | 501(c)(3) | $1.3 million | Milwaukee, WI |
| 21 | Joseph and Vera Zilber Family Foundation | 501(c)(3) | $1.0 million | Milwaukee, WI |
| 22 | J J Keller Foundation | 501(c)(3) | $4.4 million | Neenah, WI |
| 23 | Richard and Ethel Herzfeld Foundation | 501(c)(3) | $5.0 million | Milwaukee, WI |
| 24 | Melitta S Pick Charitable Trust | 501(c)(3) | $3.8 million | Milwaukee, WI |
| 25 | Delfing Charitable Trust Sister Irmgard | 501(c)(3) | $1.1 million | Milwaukee, WI |