Daniel M Soref Rvoc Tr
Daniel M Soref Rvoc Tr is a private foundation based in Milwaukee, Wisconsin. Its 2025 grants supported organizations and projects in areas including Jewish community life, museum construction, medical research, children’s services, youth mentoring, food assistance, housing, and education.
Daniel M Soref Rvoc Tr at a glance
In short: Daniel M Soref Rvoc Tr gave $3.1M across 47 grants in 2025 (avg $66K), mostly in Wisconsin. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,102,000
- +2.1% vs 2024
- Grants made (2025)
- 47
- +6.8% vs 2024
- Average grant
- $66,000
- -4.4% vs 2024
- Median grant
- $36,000
- Total assets
- $70,053,320
- +3.7% vs 2024
- New grantees (estimate)
- 7% first-time grantees (3 of 46, 2025)
- Primary geography
- Wisconsin (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Daniel M Soref Rvoc Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 170504, Milwaukee, WI 53217
Phone: (262) 240-9755
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Daniel M Soref Rvoc Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Milwaukee Jewish Federation Inc ($565K across 2 grants). Together the top 10 received $1.9M.
Grant Size Distribution
238 grants across all recorded years
The most common grant size was under $50K: 137 grants of 238 (58%).
Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to Wisconsin recipients, 1% to recipients in the District of Columbia, and less than 1% to recipients in Minnesota.
Grant Distribution by State
Share of 2025 grant dollars across all 47 itemized grants.
Cities
Is Daniel M Soref Rvoc Tr open to new grantees?
7%
first-time grantees, 2025
In 2025, 3 of 46 grantees (7%) were first-time recipients. First grants averaged $15K; repeat grants $71K. How we count
Medians: $10K first-time, $40K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3.0M (2023) to $3.3M (2020). In 2025 it made 47 grants totaling $3.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Milwaukee Jewish Federation Inc Milwaukee, WI | Jhelp, Annual Campaign, Security, Herc, Nextgen Fellow | $365,000 |
| Historic Haymarket Milwaukee LLC Milwaukee, WI | Future Museum Construction | $250,000 |
| Medical College of Wisconsin Milwaukee, WI | DMS Translational Alzheimer's Research and Imaging Fund | $250,000 |
| Milwaukee Jewish Federation Inc Milwaukee, WI | DAF | $200,000 |
| Congregation Emanuel B'ne Jeshurun Milwaukee, WI | Future is now campaign, lifelong learning program, marketing plan | $195,000 |
| Children's Hospital and Health SYS Fdn Milwaukee, WI | DMS Family Resource Center | $175,000 |
| Boys & Girls Club of Greater Milwaukee Milwaukee, WI | Don and Sallie Davis Club Pool Renovation | $125,000 |
| Big Brothers Big Sisters of Metro Milw Milwaukee, WI | Mentor 2.0 and General Operations | $100,000 |
| Hunger Task Force Inc Milwaukee, WI | Emergency Food Program in Milwaukee | $100,000 |
| Running Rebels Community Organization Milwaukee, WI | Hvac at East Building | $100,000 |
Ready to take the next step with Daniel M Soref Rvoc Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $70,053,320 | $4,313,404 | $3,469,325 | $3,102,000 | 47 | $3,384,446 | $4,288,231 | $3,399,586 |
| 2024 | $67,534,417 | $3,432,925 | $3,399,625 | $3,039,000 | 44 | $3,375,955 | $3,409,255 | $3,204,052 |
| 2023 | $64,284,671 | $5,223,682 | $3,373,436 | $3,000,235 | 46 | $3,278,490 | $5,201,030 | $3,052,470 |
| 2022 | $61,483,083 | $8,101,746 | $3,415,596 | $3,025,733 | 53 | $3,291,626 | $8,091,347 | $3,374,294 |
| 2021 | $71,867,885 | $2,642,513 | $3,369,773 | $3,054,301 | 48 | — | $2,632,168 | $3,286,986 |
| 2020 | $60,701,928 | $3,498,717 | $3,624,727 | $3,300,141 | 50 | — | $3,486,426 | $3,054,045 |
| 2019 | $63,035,003 | $3,422,550 | $3,544,837 | $3,216,323 | 52 | — | $3,411,953 | $3,036,230 |
Under IRS private-foundation payout rules, Daniel M Soref Rvoc Tr reported a distributable amount of $3.4M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants show support for a range of Milwaukee-area organizations. For example, Milwaukee Jewish Federation describes its mission as strengthening Jewish life and community; Historic Haymarket Milwaukee says it exists to develop and construct a permanent museum building; and Hunger Task Force says it works to prevent hunger and malnutrition. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2025, the foundation gave $3,102,000 through 47 grants. Awards ranged from $5,000 to $365,000, with a median grant of $36,000. Its annual grant totals were $3,039,000 across 44 grants in 2024 and $3,000,235 across 46 grants in 2023.
Among its largest 2025 grants were $365,000 to Milwaukee Jewish Federation for JHELP, its annual campaign, security, HERC, and a NextGen fellow; $250,000 to Historic Haymarket Milwaukee for future museum construction; and $250,000 to Medical College of Wisconsin for the DMS Translational Alzheimer’s Research and Imaging Fund. Other large awards included $200,000 to Milwaukee Jewish Federation for a donor-advised fund, $195,000 to Congregation Emanuel B’ne Jeshurun for its Future Is Now campaign and other programs, and $175,000 to Children’s Hospital and Health System Foundation for the DMS Family Resource Center.
Leadership & Key People
Leadership team and compensation from IRS filings
Audrey J Strnad is listed as trustee on the 2025 filing.
Daniel M Soref Rvoc Tr is led by Audrey J. Strnad, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Audrey J. Strnad
Trustee
On filings since 2019
20 hrs/week
$240K (2019) → $240K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $240K, to Audrey J Strnad (Trustee).
Frequently asked questions about Daniel M Soref Rvoc Tr
How much does Daniel M Soref Rvoc Tr give each year?
Daniel M Soref Rvoc Tr gave $3.1M across 47 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.0M across 44 grants.
What is Daniel M Soref Rvoc Tr's typical grant size?
Daniel M Soref Rvoc Tr's median grant in 2025 was $36,000, and its average grant was $66,000, across 47 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Daniel M Soref Rvoc Tr that year got $15K on average.
Where does Daniel M Soref Rvoc Tr give grants?
Daniel M Soref Rvoc Tr gives mostly in Wisconsin: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (41 grants).
Does Daniel M Soref Rvoc Tr give general operating support?
Yes: 40% of Daniel M Soref Rvoc Tr's 2025 grants with a stated purpose (19 of 47) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Daniel M Soref Rvoc Tr's largest grantees?
Daniel M Soref Rvoc Tr's largest 2025 grantees include Milwaukee Jewish Federation Inc ($565,000 across 2 grants), Historic Haymarket Milwaukee LLC ($250,000) and Medical College of Wisconsin ($250,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Daniel M Soref Rvoc Tr?
Daniel M Soref Rvoc Tr reported $70.1M in total assets on its 2025 IRS Form 990-PF. It paid out $3.4M in qualifying distributions that year, against a required minimum of $3.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Daniel M Soref Rvoc Tr fund?
No mission statement for the foundation is provided. Its grants show support for a range of Milwaukee-area organizations. See mission & focus areas ↑
How do I apply for a grant from Daniel M Soref Rvoc Tr?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Daniel M Soref Rvoc Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). Daniel M Soref Rvoc Tr funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/daniel-m-soref-rvoc-tr-morg_09cbe2b314414a8ab5953ed30f83f3bf
BibTeX
@misc{grantable_396758434_2026,
author = {{Grantable}},
title = {{Daniel M Soref Rvoc Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/daniel-m-soref-rvoc-tr-morg_09cbe2b314414a8ab5953ed30f83f3bf},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Daniel M Soref Rvoc Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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