Nita Soref 2006 Charitable Trust

Milwaukee, WI
Tax-exempt since March 2009
EIN: 20-7158138

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$34.5k (2024)

Expenses

$56.9k (2024)

Total Assets

$129k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$34,536

Expenses

$56,861

Net Income

-$22,325

Net Assets

$128,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.1%
Dividends	$5,754	16.7%
Sales of Assets	$28,757	83.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,029	95.0%
Compensation of Officers*	$6,715	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$128,716
Total Liabilities	$0
Net Assets	$128,716

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$6,715	$0
Bert L Bilsky (Trustee)	$0	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$18,812

Expenses

$135,100

Net Income

-$116,288

Net Assets

$151,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$283	1.5%
Dividends	$6,234	33.1%
Sales of Assets	$12,295	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,989	95.5%
Compensation of Officers*	$14,857	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$151,040
Total Liabilities	$0
Net Assets	$151,040

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$14,857	$0
Bert L Bilsky (Trustee)	$0	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$7,672

Expenses

$11,728

Net Income

-$4,056

Net Assets

$267,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.4%
Dividends	$6,322	82.4%
Sales of Assets	$1,322	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,668	48.3%
Compensation of Officers*	$9,321	79.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$267,290
Total Liabilities	$0
Net Assets	$267,290

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$9,321	$0
Bert L Bilsky (Trustee)	$0	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$97,715

Expenses

$303,588

Net Income

-$205,873

Net Assets

$271,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$8,314	8.5%
Sales of Assets	$89,068	91.2%
Other Income	$331	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,675	97.4%
Compensation of Officers*	$18,500	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$271,045
Total Liabilities	$0
Net Assets	$271,045

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$18,500	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on May 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$32,946

Expenses

$278,743

Net Income

-$245,797

Net Assets

$476,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.1%
Dividends	$14,333	43.5%
Sales of Assets	$18,566	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,155	96.9%
Compensation of Officers*	$19,300	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$476,930
Total Liabilities	$1
Net Assets	$476,929

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$19,300	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$76,762

Expenses

$432,102

Net Income

-$355,340

Net Assets

$721,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$436	0.6%
Dividends	$25,315	33.0%
Sales of Assets	$51,011	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$421,662	97.6%
Compensation of Officers*	$22,600	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$721,663
Total Liabilities	$1
Net Assets	$721,662

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$22,600	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on June 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$69,991

Expenses

$477,301

Net Income

-$407,310

Net Assets

$1,077,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$549	0.8%
Dividends	$31,771	45.4%
Sales of Assets	$37,671	53.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$468,913	98.2%
Compensation of Officers*	$17,200	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,077,002
Total Liabilities	$0
Net Assets	$1,077,002

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$17,200	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$50,991

Expenses

$234,705

Net Income

-$183,714

Net Assets

$1,484,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98	0.2%
Dividends	$37,106	72.8%
Sales of Assets	$13,558	26.6%
Other Income	$229	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,573	96.5%
Compensation of Officers*	$17,050	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,484,312
Total Liabilities	$0
Net Assets	$1,484,312

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$17,050	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

-$24,679

Expenses

$381,658

Net Income

-$406,337

Net Assets

$1,667,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86
Dividends	$35,986
Sales of Assets	-$61,093
Other Income	$342

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$374,132	98.0%
Compensation of Officers*	$15,200	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,667,919
Total Liabilities	$0
Net Assets	$1,667,919

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$15,200	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$58,006

Expenses

$446,249

Net Income

-$388,243

Net Assets

$2,073,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$168	0.3%
Dividends	$42,032	72.5%
Sales of Assets	$15,806	27.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$398,389	89.3%
Compensation of Officers*	$13,150	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,073,996
Total Liabilities	$0
Net Assets	$2,073,996

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$13,150	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$2,063,506

Expenses

$181,423

Net Income

$1,882,083

Net Assets

$2,462,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$478	0.0%
Interest Revenue	$11	0.0%
Dividends	$36,232	1.8%
Sales of Assets	$2,026,741	98.2%
Other Income	$44	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,093	97.1%
Compensation of Officers*	$10,400	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,462,239
Total Liabilities	$0
Net Assets	$2,462,239

Compensation

Key Employees and Officers	Compensation	Other
Wayne R Lueders (Trustee)	$10,400	$0
Nita Soref (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$23,941

Expenses

$9,840

Net Income

$14,101

Net Assets

$580,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,446	64.5%
Sales of Assets	$8,062	33.7%
Other Income	$433	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,370	54.6%
Compensation of Officers*	$8,800	89.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$580,157
Total Liabilities	$0
Net Assets	$580,157

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,094

Expenses

$61,897

Net Income

-$58,803

Net Assets

$565,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,288	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,252	90.9%
Compensation of Officers*	$10,250	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$565,761
Total Liabilities	$0
Net Assets	$565,761

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,220

Expenses

$60,918

Net Income

$1,302

Net Assets

$624,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,062	49.9%
Dividends	$0
Sales of Assets	$0
Other Income	$122	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,222	92.3%
Compensation of Officers*	$10,200	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$624,563
Total Liabilities	$0
Net Assets	$624,563

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Nita Soref 2006 Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $34.5k (2024)

Expenses $56.9k (2024)

Total Assets $129k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$34.5k (2024)

Expenses

$56.9k (2024)

Total Assets

$129k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2009

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Fiscal Year Ending Dec.
2006