Nonprofit · EIN 39-6758434
DANIEL M SOREF RVOC TR
Also known as STRNAD AUDREY J TTEE
Tax-exempt · MILWAUKEE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $4,313,404 | $3,469,325 | $844,079 | $70,053,320 | $0 | $70,053,320 |
| June 30, 2024 | 990-PF | $3,432,925 | $3,399,625 | $33,300 | $67,534,417 | $0 | $67,534,417 |
| June 30, 2023 | 990-PF | $5,223,682 | $3,373,436 | $1,850,246 | $64,284,671 | $0 | $64,284,671 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $1,559,433
- Interest
- $172,306
- Net gain from sales of assets
- $2,581,665
Expenses
- Grants and similar amounts paid
- $3,102,000
- Compensation of officers, directors and key employees
- $240,000
- Disbursements for charitable purposes
- $3,384,446
- Excise tax on investment income
- $59,606
Balance sheet and other
- Total assets, start of year
- $67,534,417
- Total assets, end of year
- $70,053,320
- Total liabilities, end of year
- $0
- Net assets, end of year
- $70,053,320
- Fair market value of assets
- $70,053,320
- Qualifying distributions
- $3,384,446
- Net investment income
- $4,313,404
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUDREY J STRNAD PO BOX 170504, MILWAUKEE, WI 53217 | TRUSTEE | 20 | $240,000 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUDREY J STRNAD PO BOX 170504, MILWAUKEE, WI 53217 | TRUSTEE | 20 | $240,000 |
990-PF for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUDREY J STRNAD PO BOX 170504, MILWAUKEE, WI 53217 | TRUSTEE | 20 | $240,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 170504, MILWAUKEE, WI 53217-8041
- In care of
- % AUDREY J STRNAD
- Signed the 990-PF
- AUDREY J STRNAD, TRUSTEE
- Phone
- (262) 240-9755
- Return prepared by
- RITZ HOLMAN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6758434
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $70,053,320
- Income (IRS master file)
- $16,134,215
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $4,313,404 | $3,469,325 | $70,053,320 | IRS |
| 990-PF | June 2024 | $3,432,925 | $3,399,625 | $67,534,417 | IRS |
| 990-PF | June 2023 | $5,223,682 | $3,373,436 | $64,284,671 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6758434).
Questions about DANIEL M SOREF RVOC TR
- What is the EIN of DANIEL M SOREF RVOC TR?
- The employer identification number (EIN) of DANIEL M SOREF RVOC TR is 39-6758434.
- Is DANIEL M SOREF RVOC TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to DANIEL M SOREF RVOC TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL M SOREF RVOC TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL M SOREF RVOC TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DANIEL M SOREF RVOC TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DANIEL M SOREF RVOC TR?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $240,000 (AUDREY J STRNAD, TRUSTEE).
- How much revenue does DANIEL M SOREF RVOC TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,313,404, expenses of $3,469,325 and total assets of $70,053,320 at year end.
Other nonprofits in MILWAUKEE
- GREATER MILWAUKEE FOUNDATION INC EIN 39-6036407 · last filed 990 for 2024
- BRADLEY IMPACT FUND INC EIN 45-4678325 · last filed 990 for 2024
- ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST EIN 47-1295073 · last filed 990-PF for 2025
- ISABEL BADER 2021 CHARITABLE TR EIN 88-6725502 · last filed 990-PF for 2024
- LYNDE AND HARRY BRADLEY FOUNDATION INC EIN 39-6037928 · last filed 990-PF for 2024
- U S BANCORP FOUNDATION EIN 41-1359579 · last filed 990-PF for 2024
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC EIN 39-0806190 · last filed 990 for 2025
- RDK FOUNDATION EIN 39-1524311 · last filed 990-PF for 2025
All nonprofits in MILWAUKEE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations