NITA SOREF 2006 CHARITABLE TRUST

Cite this

Plain text NITA SOREF 2006 CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2014–2025. https://furp.org/org/nita-soref-2006-charitable-trust-207158138. Retrieved 2026-10-28.

APA furp.org. (n.d.). NITA SOREF 2006 CHARITABLE TRUST [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 28, 2026, from https://furp.org/org/nita-soref-2006-charitable-trust-207158138

MLA “NITA SOREF 2006 CHARITABLE TRUST.” furp.org, tax years 2014–2025, https://furp.org/org/nita-soref-2006-charitable-trust-207158138. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $33K · expenses $65K · assets $97K

EIN
20-7158138
Address
777 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202-5306
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
March 2009 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Wayne R Lueders TRUSTEE2014-2025 $14,431$178,724 4

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Bert L Bilsky TRUSTEE2022-2025 0 $0 reported 1
Nita Soref (former) TRUSTEE2014-2021 0 $0 reported 1

People by year

2025 · 2 people listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $14,431-$0 $14,4314
BERT L BILSKY TRUSTEE0 $0-$0 $01
2024 · 2 people listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $6,715-$0 $6,7154
BERT L BILSKY TRUSTEE0 $0-$0 $01
2023 · 2 people listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $14,857-$0 $14,8574
BERT L BILSKY TRUSTEE0 $0-$0 $01
2022 · 2 people listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $9,321-$0 $9,3214
BERT L BILSKY TRUSTEE0 $0-$0 $01
2021 · 2 people listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $18,500-$0 $18,5004
NITA SOREF TRUSTEE0 $0-$0 $01
2020 · 2 people listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $19,300-$0 $19,3004
NITA SOREF TRUSTEE0 $0-$0 $01
2019 · 2 people listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $22,600-$0 $22,6004
NITA SOREF TRUSTEE0 $0-$0 $01
2018 · 2 people listed · 1 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $17,200-$0 $17,2004
NITA SOREF TRUSTEE0 $0-$0 $01
2017 · 2 people listed · 1 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $17,050-$0 $17,0504
NITA SOREF TRUSTEE0 $0-$0 $01
2016 · 2 people listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $15,200-$0 $15,2004
NITA SOREF TRUSTEE0 $0-$0 $01
2015 · 2 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $13,150-$0 $13,1504
NITA SOREF TRUSTEE0 $0-$0 $01
2014 · 2 people listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE R LUEDERS TRUSTEE0 $10,400-$0 $10,4004
NITA SOREF TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 2 grants to organizations · $50K
2024 · 2 grants to organizations · $50K
2023 · 3 grants to organizations · $120K
2021 · 0 grants to organizations · $0 · 1 summary line · $284K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $258K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2019 · 0 grants to organizations · $0 · 1 summary line · $408K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2018 · 0 grants to organizations · $0 · 1 summary line · $459K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2017 · 0 grants to organizations · $0 · 1 summary line · $216K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2016 · 0 grants to organizations · $0 · 1 summary line · $365K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2015 · 0 grants to organizations · $0 · 1 summary line · $390K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2014 · 0 grants to organizations · $0 · 1 summary line · $170K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2014 · 1 contributor · $478
#ContributorTypeCity, stateTotalNoncashSource
1 NITA SOREF Person WHITEFISH BAY, WI $478$2,001,840 Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$33,140$64,666 $97,190$97,190 $0- $14,431--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$34,536$56,861 $128,716$128,716 $0- $6,715--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$18,812$135,100 $151,040$151,040 $0- $14,857--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$7,672$11,728 $267,290$267,290 $0- $9,321--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$97,715$303,588 $271,045$271,045 $0- $18,500--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$32,946$278,743 $476,930$476,930 $0- $19,300--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$76,762$432,102 $721,663$721,663 $0- $22,600--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$69,991$477,301 $1,077,002$1,077,002 $0- $17,200--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$50,991$234,705 $1,484,312$1,484,312 $0- $17,050--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
-$24,679$381,658 $1,667,919$1,667,919 $0- $15,200--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$58,006$446,249 $2,073,996$2,073,996 $0- $13,150--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$2,063,506$181,423 $2,462,239$2,462,239 $478- $10,400--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LOUIS J KINTZIGER TRUST DTD 012574WIT22 $31,387$52,255 TRUSTEE$7,948 Same NTEE code T22, revenue within 2x, same state
TIKVAH TRWIT22 $36,071$14,055 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ALICE ABER SMITH SCHOLARSHIP FUNDWIT22 $32,683$46,865 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BEST FAMILY 37TH STREET FOUNDATION INCWIT22 $33,962$47,240 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
THE RARDIN FOUNDATION INCWIT22 $35,444$25,833 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
TAUSCHER FAMILY FOUNDATION INCWIT22 $33,439$31,615 DIRECTOR/PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
THE ALMA & HENRY LIND FOUNDATIONWIT22 $34,093$27,850 Trustee$0 Same NTEE code T22, revenue within 2x, same state
DONALD J MADISON AND LUCILLE G MADISON ELKS BENEVOLENT FOUNDATIONWIT22 $35,867$13,068 TRUSTEE$6,280 Same NTEE code T22, revenue within 2x, same state
WILKEY FAMILY FOUNDATION INCWIT22 $32,628$57,113 EXECUTIVE DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
GUTGSELL FAMILY FOUNDATION INCWIT22 $32,139$73,415 DIRECTOR$15,000 Same NTEE code T22, revenue within 2x, same state
KRAINZ FOUNDATION INCWIT22 $31,390$239,250 President$12,000 Same NTEE code T22, revenue within 2x, same state
ONE MIGHTY FORTRESS FOUNDATION LTDWIT22 $31,350$250,061 PRESIDENT, SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
HIBBERT FAMILY FOUNDATIONWIT22 $35,401$47,978 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
LEITZELL FAMILY FOUNDATIONWIT22 $30,864$24,009 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
OAK PARK PLACE FOUNDATION INCWIT22 $30,846$30,546 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
DORLA J MAYER FOUNDATION INCWIT22 $36,087$54,206 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
WARTHOG CHARITABLE TRUSTTXT22 $34,762$38,795 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
J D DEGRAW CHARITABLE TRUSTPAT22 $33,906$3,724 TRUSTEE$1,415 Same NTEE code T22, revenue within 2x, similar name
VALENTINE CHARITABLE TRUSTOKT22 $36,042$36,183 TRUSTEE$12,711 Same NTEE code T22, revenue within 2x, similar name
CHARLES C MORRIS CHARITABLE TRUSTTXT22 $34,587$16,950 TRUSTEE$4,310 Same NTEE code T22, revenue within 2x
MARY L WEEKS CHARITABLE TRUSTNYT22 $36,256$25,929 TRUSTEE$7,585 Same NTEE code T22, revenue within 2x
L JAMES ECKELS CHARITABLE TRUSTMOT22 $33,767$21,295 TRUSTEE$5,080 Same NTEE code T22, revenue within 2x
JOHNSON-FORTIN CHARITABLE TRUSTWAT22 $34,563$77,815 Trustee$0 Same NTEE code T22, revenue within 2x
WINTER CLARENCE W CHARITABLE TRUSTMOT22 $32,249$46,899 TRUSTEE$12,707 Same NTEE code T22, revenue within 2x
LARKIN-BIRCHLER CHARITABLE TRUSTTXT22 $34,893$25,988 TRUSTEE$6,398 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
COMMUNITY FOUNDATION OF GREATER JOHNSTOWN DAF sponsor$10,0001 12016–2016 RAY DIBATTISTA CHARITABLE TR
HARRY H BEREN FOUNDATION IG Private foundation$6,3001 12024–2024 AFCF TRUST
LOMAX FAMILY FOUNDATION Private foundation$3,5002 12014–2016 CHARITAS FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $64,666 spent · pay $14,431 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 77.3%
Pay: officers, directors, trustees $14,431 22.3%
Fees: legal $150 0.2%
Fees: other professional $49 0.1%
Taxes $36 0.1%
Total$64,666100%

View the filing

2024 · Form 990PF · $56,861 spent · pay $6,715 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 87.9%
Pay: officers, directors, trustees $6,715 11.8%
Taxes $79 0.1%
Fees: other professional $67 0.1%
Total$56,861100%

View the filing

2023 · Form 990PF · $135,100 spent · pay $14,857 · grants $120,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $120,000 88.8%
Pay: officers, directors, trustees $14,857 11.0%
Taxes $87 0.1%
Fees: other professional $81 0.1%
Fees: legal $75 0.1%
Total$135,100100%

View the filing

2022 · Form 990PF · $11,728 spent · pay $9,321 · grants $0 · events $0
LineAs describedTotalShare
Pay: officers, directors, trustees $9,321 79.5%
Taxes $2,246 19.2%
Fees: other professional $86 0.7%
Fees: legal $75 0.6%
Total$11,728100%

View the filing

2021 · Form 990PF · $303,588 spent · pay $18,500 · grants $284,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $284,500 93.7%
Pay: officers, directors, trustees $18,500 6.1%
Taxes $386 0.1%
Fees: other professional $127 0.0%
Fees: legal $75 0.0%
Total$303,588100%

View the filing

2020 · Form 990PF · $278,743 spent · pay $19,300 · grants $258,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $258,500 92.7%
Pay: officers, directors, trustees $19,300 6.9%
Taxes $726 0.3%
Fees: other professional $142 0.1%
Fees: legal $75 0.0%
Total$278,743100%

View the filing

2019 · Form 990PF · $432,102 spent · pay $22,600 · grants $408,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $408,000 94.4%
Pay: officers, directors, trustees $22,600 5.2%
Taxes $1,163 0.3%
Fees: other professional $237 0.1%
Fees: legal $102 0.0%
Total$432,102100%

View the filing

2018 · Form 990PF · $477,301 spent · pay $17,200 · grants $458,501 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $458,501 96.1%
Pay: officers, directors, trustees $17,200 3.6%
Taxes $1,142 0.2%
Fees: other professional $366 0.1%
Fees: legal $92 0.0%
Total$477,301100%

View the filing

2017 · Form 990PF · $234,705 spent · pay $17,050 · grants $216,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $216,250 92.1%
Pay: officers, directors, trustees $17,050 7.3%
Taxes $862 0.4%
Fees: other professional $450 0.2%
Fees: legal $93 0.0%
Total$234,705100%

View the filing

2016 · Form 990PF · $381,658 spent · pay $15,200 · grants $364,917 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $364,917 95.6%
Pay: officers, directors, trustees $15,200 4.0%
Taxes $1,002 0.3%
Fees: other professional $444 0.1%
Fees: legal $95 0.0%
Total$381,658100%

View the filing

2015 · Form 990PF · $446,249 spent · pay $13,150 · grants $390,367 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $390,367 87.5%
Taxes $42,151 9.4%
Pay: officers, directors, trustees $13,150 2.9%
Fees: other professional $449 0.1%
Fees: legal $132 0.0%
Total$446,249100%

View the filing

2014 · Form 990PF · $181,423 spent · pay $10,400 · grants $169,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $169,750 93.6%
Pay: officers, directors, trustees $10,400 5.7%
Taxes $856 0.5%
Fees: other professional $314 0.2%
Fees: legal $103 0.1%
Total$181,423100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.