Nita Soref 2006 Charitable Trust
Nita Soref 2006 Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $97K in total assets. In 2025, it awarded 2 grants totaling $50K. Net investment income was $27K.
Nita Soref 2006 Charitable Trust at a glance
In short: Nita Soref 2006 Charitable Trust gave $50K across 2 grants in 2025 (avg $25K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $25,000
- +0.0% vs 2024
- Median grant
- $25,000
- Total assets
- $97,190
- -24.5% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Nita Soref 2006 Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Florentine Opera Company ($25K). Together the top 2 received $50K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 5 grants of 8 (63%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Nita Soref 2006 Charitable Trust gives
- In 2025 it paid out 752% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $50K (2024) to $408K (2019). In 2025 it made 2 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Florentine Opera Company Milwaukee, WI | General Operations | $25,000 |
| Milwaukee Ballet Company Milwaukee, WI | General Operations | $25,000 |
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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 | $97,190 | $33,140 | $64,666 | $50,000 | 2 | $58,791 | $27,283 | $7,819 |
| 2024 | $128,716 | $34,536 | $56,861 | $50,000 | 2 | $54,029 | $31,704 | $9,928 |
| 2023 | $151,040 | $18,812 | $135,100 | $120,000 | 3 | $128,989 | $12,701 | $12,346 |
| 2022 | $267,290 | $7,672 | $11,728 | — | — | $5,668 | $3,779 | $16,248 |
| 2021 | $271,045 | $97,715 | $303,588 | $284,500 | 1 | $295,675 | $89,802 | $26,183 |
| 2020 | $476,930 | $32,946 | $278,743 | $258,500 | 1 | — | $25,084 | $35,729 |
| 2019 | $721,663 | $76,762 | $432,102 | $408,000 | 1 | — | $67,139 | $50,107 |
Under IRS private-foundation payout rules, Nita Soref 2006 Charitable Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nita Soref 2006 Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Wayne R. Lueders
Trustee
On filings since 2019
0.5 hrs/week
$23K (2019) → $14K (2025)
Bert L. Bilsky
Trustee
On filings since 2022
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Nita Soref (2019–2021) — Trustee
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 $14K, to Wayne R Lueders (Trustee).
Frequently asked questions about Nita Soref 2006 Charitable Trust
How much does Nita Soref 2006 Charitable Trust give each year?
Nita Soref 2006 Charitable Trust gave $50K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 2 grants.
How large is Nita Soref 2006 Charitable Trust?
Nita Soref 2006 Charitable Trust reported $97K in total assets on its 2025 IRS Form 990-PF. It paid out $59K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
Where does Nita Soref 2006 Charitable Trust operate?
Nita Soref 2006 Charitable Trust has awarded grants in Illinois, Wisconsin.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
Live grants for the work Nita Soref 2006 Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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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