Trefler Foundation
- Assets
- $4.3m
- Revenue
- $1.2m
- Investments
- $2.4m
- Employees
- 0
- Location
- Newton, MA
- Founding
- 10/1997
- Data as of
- 12/2022
- EIN
- 04-3369962
Organization Overview
Trefler Foundation is located in Newton, MA. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Trefler Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Trefler Foundation generated $1.2m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.9%) each year. All expenses for the organization totaled $946.8k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (6.7%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Trefler Foundation has awarded 35 individual grants totaling $4,782,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alan N Trefler Trustee | 5 | $0 | |
Pamela L Trefler Trustee | 5 | $0 | |
Daniel Sherman President | 40 | $260,000 | |
Jessica Castro Program & Operations | 40 | $168,222 | |
Janet Yeager Office Assistant | 40 | $89,300 | |
Emma Forman Program Assistant (u | 40 | $52,769 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,160,420 |
| Interest on Savings | $7,013 |
| Dividends & Interest | $4,320 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,634 |
| Total Revenue | $1,174,387 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $260,000 |
| Other employee salaries and wages | $310,291 |
| Pension plans, employee benefits | $111,540 |
| Interest | $0 |
| Taxes | $36,556 |
| Depreciation | $3,290 |
| Occupancy | $59,439 |
| Travel, conferences, and meetings | $812 |
| Printing and publications | $0 |
| Other expenses | $122,708 |
| Total operating and administrative expenses | $921,785 |
| Contributions, gifts, grants paid | $25,000 |
| Total expenses and disbursements | $946,785 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $84,876 |
| Savings and temporary cash investments | $1,691,637 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $22,440 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $13,027 |
| Other assets | $133,690 |
| Total assets | $4,342,470 |
| Accounts payable and accrued expenses | $7,061 |
| Grants payable | $200,000 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $140,692 |
| Total liabilities | $347,753 |
Grants Awarded
Over the last fiscal year, Trefler Foundation has awarded $225,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
EMPOWER OUR CROWN FOUNDATION INC PURPOSE: UNRESTRICTED CHARITABLE GIFT | $25,000 |
MASSACHUSETTS GENERAL HOSPITAL PURPOSE: UNRESTRICTED CHARITABLE GIFT | $200,000 |