· Private foundation
Nita Soref 2006 Charitable Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| MILWAUKEE BALLET COMPANY | $25,000 |
| FLORENTINE OPERA COMPANY | $25,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 17%, against an area that typically sits at 12%. 100% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
8 repeat relationships — 2 still active in FY2025, 6 since wound down.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
FLORENTINE OPERA COMPANY INC5× · 2018–2025 · $288k · revenue +38%- MAMILWAUKEE ART MUSEUM INC2× · 2018–2019 · $197k · revenue +8%
MILWAUKEE PUBLIC MUSEUM INC2× · 2018–2019 · $25k · revenue +7%
Funded once
- LSLYNN SAGE BREAST CANCER FOUNDATIONone grant, 2023 · $20k · revenue +23%
- UWUNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INCone grant, 2018 · $14k · revenue -8%
- LSLynn Sage Cancer Reserarch Foundationone grant, 2019 · $10k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Making the arts accessible to all
Wp theater is the nation's oldest and largest theater company dedicated to developing, producing, and promoting the work of women+ at every stage of their careers. for over four decades we have served as leaders of a global movement…
Inspire artists, audiences, and our greater southern wisconsin community to celabrate the art of theatre.
The milwaukee institute of art and design's mission is to ignite curious minds through art, design and service. we value courage to seek our own path, integrity to pursue our lives and work with meaning, kindness to thoughtfully engage…
Theater mu produces great performances born of arts, equity, and justice from the heart of the asian american experience.
The milwaukee symphony orchestra, inc. ("mso") reaches out to diverse audiences through concert performances and nationally recognized education and outreach programs. all programs are guided by the mso family shared vision which states…
Strengthen communities by providing high-quality and innovative artistic experiences that entertain, inspire, and unite diverse audiences.
The mission of madison opera is to produce operas of the highest artistic standards.
To provide the finest collaborative environment for: supporting performing arts training and education for a diverse population of youth; nurturing youth from diverse ethnic, cultural, and socioeconomic backgrounds, instilling life-skills…
See schedule o.inspired by our home city, baltimore center stage acts as a cultural catalyst for all communities to access theater in every form and engage in compelling conversations. programming: capture the collective imagination and…
The corporation shall be a civic organization not organized for profit but operated exclusively for charitable and educational purposes including in furtherance thereof, the production of an annual festival in the milwaukee metropolitan…
For reference, the grantee most central to the portfolio’s shape is Milwaukee Art Museum Inc and the most unlike its peers is Lynn Sage Breast Cancer Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
13 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 13 of the 15 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds FLORENTINE OPERA COMPANY INC ↗
- Who funds MILWAUKEE ART MUSEUM INC ↗
- Who funds MILWAUKEE BALLET COMPANY INC ↗
- Who funds UNITED PERFORMING ARTS FUND INC ↗
- Who funds MILWAUKEE PUBLIC MUSEUM INC ↗
- Who funds PALM SPRINGS ART MUSEUM ↗
- Who funds LYNN SAGE BREAST CANCER FOUNDATION ↗
- Who funds THE MEDICAL COLLEGE OF WISCONSIN INC ↗
- Who funds UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC ↗
- Who funds MILWAUKEE REPERTORY THEATER INC ↗
- Who funds MARCUS CENTER FOR THE PERFORMING ARTS INC ↗
- Who funds MILWAUKEE JEWISH FEDERATION INC ↗
- Who funds NEXT ACT THEATRE INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Bert L and Patricia S Steigleder Charitable · Baird Foundation Inc · Ge Aerospace Foundation · The Lubar Family Foundation Inc · Peck Foundation Milwaukee Ltd · Gardner Foundation · Richard and Ethel Herzfeld Foundation Inc · Youth Foundation Inc · Evan & Marion Helfaer Foundation · Herbert H Kohl Charities Inc · Green Bay Packers Foundation · American Endowment Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Nita Soref 2006 Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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How do I get to Nita Soref 2006 Charitable Trust?
Find your warmest path to Nita Soref 2006 Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.