Nita Soref 2006 Charitable Trust
Nita Soref 2006 Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 2 grants totaling $50K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$129K
-14.8% YoY
Annual Giving
$50K
-58.3% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$25K
-37.5% YoY
Under IRS private-foundation payout rules, Nita Soref 2006 Charitable Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
About Nita Soref 2006 Charitable Trust
Based on IRS filings
Nita Soref 2006 Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 2 grants totaling $50K. Net investment income was $32K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $128,716 | $151,040 | $267,290 |
| Revenue | $34,536 | $18,812 | $7,672 |
| Expenses | $56,861 | $135,100 | $11,728 |
| Qualifying Distributions | $54,029 | $128,989 | $5,668 |
| Net Investment Income | $31,704 | $12,701 | $3,779 |
| Distributable Amount | $9,928 | $12,346 | $16,248 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Florentine Opera Company ($25,000), Milwaukee Ballet Company ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FLORENTINE OPERA COMPANY MILWAUKEE, WI | GENERAL OPERATIONS | $25,000 |
| MILWAUKEE BALLET COMPANY MILWAUKEE, WI | GENERAL OPERATIONS | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERT L BILSKY | TRUSTEE | 0.5 | — |
| WAYNE R LUEDERS | TRUSTEE | 0.5 | $6,715 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Nita Soref 2006 Charitable Trust?
Nita Soref 2006 Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $129K in total assets as of 2024.
How large is Nita Soref 2006 Charitable Trust?
As of 2024, Nita Soref 2006 Charitable Trust holds $129K in total assets with $35K in annual revenue. It awarded 2 grants totaling $50K in 2024.
Where does Nita Soref 2006 Charitable Trust operate?
Nita Soref 2006 Charitable Trust has awarded grants in Illinois, Wisconsin.
What size grants does Nita Soref 2006 Charitable Trust award?
In 2024, Nita Soref 2006 Charitable Trust awarded 2 grants totaling $50K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Nita Soref 2006 Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nita Soref 2006 Charitable Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nita Soref 2006 Charitable Trust's EIN?
Nita Soref 2006 Charitable Trust's EIN (Employer Identification Number) is 20-7158138. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Nita Soref 2006 Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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