The Daniel M Soref Revocable Trust is a private foundation established in 2002 and based in Milwaukee, Wisconsin. It operates as a 501(c)(3) charitable organization with tax-exempt status since March 2002. The trust is structured as an independent foundation focused on philanthropic grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$3.0M
+1.3% YoY
Grant Count
44
-4.3% YoY
Avg Grant Size
$69K
+5.9% YoY
Mission & Focus Areas
The trust supports initiatives in the following areas:
- Arts and culture
- Museums
- Education
- Philanthropy and grantmaking
- Health and medical research
- Religion, with particular emphasis on Jewish causes
- Human services
- Family services
- Child welfare
- Youth development and services
Grantmaking
The trust is an active grantmaker with a demonstrated commitment to supporting nonprofit organizations. Recent grant activity includes:
Grant Range
of approximately $266 and total annual giving of approximately $3.0 million to $3.4 million.
Average Grant
of approximately $266 and total annual giving of approximately $3.0 million to $3.4 million.
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Geographic Focus
Where this funder awards grants
The trust supports projects in:
- Wisconsin (primary focus)
- California
- Minnesota
- District of Columbia
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending June 2024:
- Total Assets: $67.5 million
- Total Revenue: $3.43 million
- Total Expenses: $3.4 million
- Total Liabilities: $0
As of Fiscal Year Ending June 2023:
- Total Assets: $64.3 million
- Total Revenue: $5.2 million
- Total Expenses: $3.4 million
The trust's revenue is primarily derived from investment income and dividends rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
238 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Milwaukee Jewish Federation Inc ($448,000), Historic Haymarket Milwaukee Llc ($250,000), Medical College of Wisconsin ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACTS HOUSING DEVELOPMENT CORPORATION MILWAUKEE, WI | HOME OWNERSHIP EMPOWERMENT PGM | $80,000 |
| BBYO INC WASHINGTON, DC | GENERAL OPERATIONS WI | $20,000 |
| BENEDICT CENTER MILWAUKEE, WI | GENERAL OPERATIONS | $20,000 |
| BIG BROTHERS BIG SISTERS OF METRO MILW MILWAUKEE, WI | MENTOR 2.0 AND GENERAL OPERATIONS | $100,000 |
| BOYS & GIRLS CLUB OF GREATER MILWAUKEE MILWAUKEE, WI | DON AND SALLIE DAVIS CLUB POOL RENOVATION | $125,000 |
| CAMP MANITOWISH YMCA BOULDER JUNCTION, WI | FALL LEADERSHIP PROGRAMS | $25,000 |
| CHILDREN'S HOSPITAL AND HEALTH SYS FDN MILWAUKEE, WI | DMS FAMILY RESOURCE CENTER & ENDOWMENT | $125,000 |
| CITY FORWARD COLLECTIVE INC MILWAUKEE, WI | GENERAL OPERATIONS | $100,000 |
| COA YOUTH & FAMILY CENTERS MILWAUKEE, WI | YOUTH & FAMILY PROGRAMS | $100,000 |
| CONGREGATION EMANUEL B'NE JESHURUN MILWAUKEE, WI | LIFELONG LEARNING PROGRAM | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Audrey J. Strnad serves as trustee of the foundation. She dedicates 20 hours per week to the role and receives annual compensation of $240,000.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AUDREY J STRNAD | TRUSTEE | 20 | $240,000 |
Contact Information
Address: PO Box 170504, Milwaukee, WI 53217-8041
Phone: 262-240-9755
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Daniel M Soref Rvoc Tr fund?
The trust supports initiatives in the following areas: • Arts and culture • Museums • Education • Philanthropy and grantmaking • Health and medical research • Religion, with particular emphasis on Jewish causes • Human services • Family services • Child welfare • Youth development and services
How do I apply for a grant from Daniel M Soref Rvoc Tr?
The trust is an active grantmaker with a demonstrated commitment to supporting nonprofit organizations. Recent grant activity includes: **Notable Recent Grants (Fiscal Year 2023):** • Milwaukee Jewish Federation: $303,500 (Annual Campaign, Jhelp, Nextgen, Daf programs) • Medical College of Wisconsin: $298,000 (DMS Imaging Center, DMS Neuroscience Fellowship) • Harry and Rose Samson Family Jewish Community Center: $212,500 (DMS Aquatic Center & Stars Program) The trust made approximately 50 gran…
Where does Daniel M Soref Rvoc Tr make grants?
The trust supports projects in: • Wisconsin (primary focus) • California • Minnesota • District of Columbia
What size grants does Daniel M Soref Rvoc Tr award?
In 2024, Daniel M Soref Rvoc Tr awarded 44 grants totaling $3.0M — an average of about $69K per grant, based on its IRS Form 990 filings.
What is Daniel M Soref Rvoc Tr's EIN?
Daniel M Soref Rvoc Tr's EIN (Employer Identification Number) is 39-6758434. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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