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EIN 06-1485833

Ernest and Joan Trefz Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Bridgeport
State
Connecticut
Year formed
1997
Most recent tax filings
2024-04-01
NTEE code, primary
T20: Private Foundations
Description
The Ernest and Joan Trefz Foundation is a private foundation that primarily funds in furtherance of stated objectives of the foundation. The foundation made 92 grants last year. Grantees include University of Bridgeport and others. The foundation is located in Bridgeport, CT.
Total revenues
$1,854,147
2024
Total expenses
$2,472,927
2024
Total assets
$7,657,439
2024
Num. employees
0
2024

Grants made by Ernest and Joan Trefz Foundation

GranteeGrant descriptionAmount
The University of BridgeportIn Furtherance of Stated Objectives of the Foundation$617,020
Norwalk Hospital FoundationIn Furtherance of Stated Objectives of the Foundation$250,000
St. Vincent Medical Center FoundationIn Furtherance of Stated Objectives of the Foundation$112,800
...and 55 more grants made totalling $1,862,220

Personnel at Ernest and Joan Trefz Foundation

NameTitleCompensation
Joan TrefzManaging Trustee$0

Financials for Ernest and Joan Trefz Foundation

RevenuesFYE 04/2024
Total grants, contributions, etc.$0
Investment income and dividends$1,026,071
Net rental income$0
Net gain from sale of non-inventory assets$828,076
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,854,147

Form 990s for Ernest and Joan Trefz Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-042024-08-16990PFView PDF
2023-042023-08-27990PFView PDF
2022-042022-07-28990PFView PDF
2021-042021-09-15990PFView PDF
2020-042021-06-10990PFView PDF
...and 8 more Form 990s

Organizations like Ernest and Joan Trefz Foundation

OrganizationLocationRevenue
Van Elslander Family FoundationBirmingham, MI$1,100,885
The Notsew Orm Sands FoundationHouston, TX$1,421,170
The Ronald and Maxine Linde FoundationParadise Valley, AZ$2,864,372
Hyman and Ann Arbesfeld FoundationKew Gardens, NY$1,768,584
FimfNew York, NY$1,673,323
Raymond and Marie Goldbach FoundationMarathon, WI$3,884,188
ZiizNew York, NY$2,624,363
HLMHNew York, NY$1,634,213
The Wally FoundationPrairie Village, KS$8,157,071
The Daniel and Estrellita Brodsky Family FoundationNew York, NY$2,000,090
Data update history
September 26, 2024
Posted financials
Added Form 990PF for fiscal year 2024
October 21, 2023
Posted financials
Added Form 990PF for fiscal year 2023
August 21, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 14, 2022
Posted financials
Added Form 990PF for fiscal year 2021
August 5, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
10 Middle St 17th Floor
Bridgeport, CT 06604
Metro area
Bridgeport-Stamford-Norwalk, CT
County
Greater Bridgeport Planning Region, CT
Phone
(203) 367-3621
IRS details
EIN
06-1485833
Fiscal year end
April
Taxreturn type
Form 990-PF
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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