Cause IQ organization profile

Daniel M Soref Rvoc Trust

Form 990s | Financials | Vendors | Peers

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.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Daniel M Soref Rvoc Trust

Fiscal year endingDate received by IRSFormPDF link
2018-06Jun 19, 2019990PFView PDF
2017-06Apr 10, 2018990PFView PDF
2016-06Aug 3, 2017990PFView PDF
2015-06Jan 27, 2016990PFView PDF
2014-06Dec 11, 2014990PFView PDF
...and two more Form 990 PDFs

Financials for Daniel M Soref Rvoc Trust

Total grants, contributions, etc.$0
Investment income and dividends$2,021,169
Net rental income$0
Net gain from sale of non-inventory assets$2,079,727
Gross sales of inventory$0
Miscellaneous revenues$3,544
Total revenues$4,104,440

Vendors for Daniel M Soref Rvoc Trust

VendorServicesAmount paidDate
Ritz Holman LLPTax accounting2019-06-03

Peer private foundations

1Mercy Works Foundation501(c)(3)$6.0 millionAppleton, WI
2Religious Care Foundation501(c)(3)$1.0 millionMarshfield, WI
3Walter and Frederica Evans Trust501(c)(3)$1.5 millionMilwaukee, WI
4RDK Foundation501(c)(3)$3.4 millionMadison, WI
5Ab Nicholas Scholarship Foundation501(c)(3)$4.5 millionMequon, WI
6Wisconsin Public Service Foundation501(c)(3)$2.7 millionGreen Bay, WI
7Herzog-Beckman Foundation501(c)(3)$1.3 millionMilwaukee, WI
8Patrick J and Janet L Thompson Family Foundation501(c)(3)$1.1 millionMilwaukee, WI
9Legacy Foundation of Central Wisc501(c)(3)$6.9 millionWisconsin Rapids, WI
10Frederick B Wells JR Trust Fund501(c)(3)$1.5 millionMilwaukee, WI
11Jeffris Family Foundation501(c)(3)$1.3 millionJanesville, WI
12Nicholas Fam Foundation Trust501(c)(3)$4.5 millionMequon, WI
13Raynor Father John P Charitable Trust501(c)(3)$1.1 millionMilwaukee, WI
14Cornerstone Foundation of Northeastern Wisconsin501(c)(3)$2.6 millionGreen Bay, WI
15Kellogg Family Foundation501(c)(3)$2.9 millionMilwaukee, WI
16BA and Esther Greenheck Foundation501(c)(3)$3.0 millionWausau, WI
171923 Fund501(c)(3)$4.5 millionMilwaukee, WI
18Rose E Tucker Charitable Trust501(c)(3)$1.1 millionMilwaukee, WI
19Oscar and Augusta Schlegel Foundation501(c)(3)$1.1 millionMilwaukee, WI
20Selma J Hartke Community Foundation501(c)(3)$1.3 millionMilwaukee, WI
21Joseph and Vera Zilber Family Foundation501(c)(3)$1.0 millionMilwaukee, WI
22J J Keller Foundation501(c)(3)$4.4 millionNeenah, WI
23Richard and Ethel Herzfeld Foundation501(c)(3)$5.0 millionMilwaukee, WI
24Melitta S Pick Charitable Trust501(c)(3)$3.8 millionMilwaukee, WI
25Delfing Charitable Trust Sister Irmgard501(c)(3)$1.1 millionMilwaukee, WI