Private Foundation

DANIEL M SOREF RVOC TR

DANIEL M SOREF RVOC TR is a Private Foundation headquartered in MILWAUKEE, WI. Financial data from the 2025 filing: $4.3M revenue, $3.5M expenses, $70.1M total assets. IRS filings disclose 437 grants awarded by this foundation, totaling roughly $28.1M.

EIN: 396758434 MILWAUKEE, WI Latest filing: 2025

Total Revenue$4.3M

Total Expenses$3.5M

Total Assets$70.1M

Grants Given437

Grant Total$28.1M

Filing Years2021–2025

Sample Grants Given

MILWAUKEE JEWISH FEDERATION INC

MILWAUKEE, WI · 2024

JHELP, ANNUAL CAMPAIGN, SECURITY, HERC, NEXTGEN FELLOW

$365,000

HISTORIC HAYMARKET MILWAUKEE LLC

MILWAUKEE, WI · 2024

FUTURE MUSEUM CONSTRUCTION

$250,000

MEDICAL COLLEGE OF WISCONSIN

MILWAUKEE, WI · 2024

DMS TRANSLATIONAL ALZHEIMER'S RESEARCH AND IMAGING FUND

$250,000

MILWAUKEE JEWISH FEDERATION INC

MILWAUKEE, WI · 2024

DAF

$200,000

CONGREGATION EMANUEL B'NE JESHURUN

MILWAUKEE, WI · 2024

FUTURE IS NOW CAMPAIGN, LIFELONG LEARNING PROGRAM, MARKETING PLAN

$195,000

Showing up to 5 of 437 total records — full history available with membership.

Officers & Directors

TRUSTEE Audrey J Strnad

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATIONS

$1,486,500 65 grants

DMS IMAGING CENTER, DMS NEUROSCIENCE FELLOWSHIP

$895,801 3 grants

ANNUAL CAMPAIGN, JHELP, HOURS AGAINST HATE, YOUNG LEADERSHIP DIVISION PROGRAMMING

$742,500 3 grants

MEDICAL RESEARCH

$625,000 5 grants

DMS IMAGING & RESEARCH CENTER

$600,000 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$4.3M	$3.5M	$70.1M
2024	$3.4M	$3.4M	$67.5M
2023	$5.2M	$3.4M	$64.3M
2022	$8.1M	$3.4M	$61.5M
2021	$2.6M	$3.4M	$71.9M

Between 2021 and 2025, reported annual revenue grew from $2.6M to $4.3M (+63%), with total assets most recently reported at $70.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, MN, WI.

CADCMNWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for DANIEL M SOREF RVOC TR

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports