Nita Soref 2006 Charitable Trust
- Assets
- $271.0k
- Revenue
- $97.7k
- Investments
- $258.0k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 03/2009
- Data as of
- 12/2021
- EIN
- 20-7158138
Organization Overview
Nita Soref 2006 Charitable Trust is located in Milwaukee, WI. The organization was established in 2009. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Nita Soref 2006 Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Nita Soref 2006 Charitable Trust generated $97.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.7% each year. All expenses for the organization totaled $303.6k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
DONATIONS TO TAX EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wayne R Lueders Trustee | 0.5 | $18,500 | |
Nita Soref Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2 |
| Dividends & Interest | $8,314 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $89,068 |
| Capital Gain Net Income | $89,068 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $331 |
| Total Revenue | $97,715 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $18,500 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $386 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $19,088 |
| Contributions, gifts, grants paid | $284,500 |
| Total expenses and disbursements | $303,588 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $12,710 |
| Net Accounts receivable | $321 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $271,045 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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|---|---|---|
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Ronda E Stryker & William D Johnston Foundation Kalamazoo, MI | $63,637,902 | $79,561,320 |
Pritzker Family Foundation Chicago, IL | $156,116,781 | $25,309,600 |
Gilbert Family Foundation Detroit, MI | $122,833,560 | $20,538,766 |
Ghr Foundation Minneapolis, MN | $0 | $118,752,892 |
Paul M Angell Family Foundation Chicago, IL | $1,816,327 | $24,997,411 |
Alfred And Isabel Bader 2014 Charitable Trust Milwaukee, WI | $88,717,556 | $62,553,918 |
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Goodman Family Operating Foundation Chaska, MN | $298,216,479 | $15,439,155 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |