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EIN 20-3995376

Treffert Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Brookfield
State
Wisconsin
Year formed
2007
Most recent tax filings
2023-11-01
NTEE code, primary
T20: Private Foundations
Description
The Treffert Family Foundation is a private foundation that funds renovations and future opportunities for students, to provide benefits to elkhart. Grantees include Wisconsin Lutheran Highschool and others. The foundation made three grants last year.
Total revenues
$2,891,645
2023
Total expenses
$468,981
2023
Total assets
$6,527,382
2023
Num. employees
0
2023

Program areas at Treffert Family Foundation

Funds used to continue charitable gifts.
Funds used to continue charitable gifts.

Grants made by Treffert Family Foundation

GranteeGrant descriptionAmount
Winnebago Lutheran AcademyCharitable Gifting$100,000
Our Saviors Evangelical Lutheran ChurchCharitable Gifting$30,000

Financials for Treffert Family Foundation

RevenuesFYE 11/2023
Total grants, contributions, etc.$2,452,212
Investment income and dividends$76,967
Net rental income$0
Net gain from sale of non-inventory assets$327,914
Gross sales of inventory$0
Miscellaneous revenues$34,552
Total revenues$2,891,645
Data update history
January 10, 2025
Posted financials
Added Form 990PF for fiscal year 2022
December 4, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 10, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
3415 Gateway Rd
Brookfield, WI 53045
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, WI
Phone
(262) 790-4960
IRS details
EIN
20-3995376
Fiscal year end
November
Taxreturn type
Form 990-PF
Year formed
2007
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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