Ernest And Joan Trefz Foundation
- Assets
- $7.7m
- Revenue
- $1.9m
- Investments
- $7.4m
- Employees
- 0
- Location
- Bridgeport, CT
- Founding
- 09/1997
- Data as of
- 04/2024
- EIN
- 06-1485833
Organization Overview
Ernest And Joan Trefz Foundation is located in Bridgeport, CT. 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. Ernest And Joan Trefz 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 04/2024, Ernest And Joan Trefz Foundation generated $1.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (8.9%) each year. All expenses for the organization totaled $2.5m during the year ending 04/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Ernest And Joan Trefz Foundation has awarded 716 individual grants totaling $14,031,395. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joan M Trefz Trustee | 2 | $0 | |
Christian C Trefz Trustee | 1 | $0 | |
Paul D Trefz Trustee | 1 | $0 | |
Linda M Trefz Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,482 |
| Dividends & Interest | $1,023,589 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $828,076 |
| Capital Gain Net Income | $828,076 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,854,147 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,241 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $52,016 |
| Total operating and administrative expenses | $70,207 |
| Contributions, gifts, grants paid | $2,402,720 |
| Total expenses and disbursements | $2,472,927 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $169,291 |
| Savings and temporary cash investments | $98,944 |
| 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 | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $5,806,484 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $7,657,439 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Ernest And Joan Trefz Foundation has awarded $2,402,720 in support to 97 organizations.
| Grant Recipient | Amount |
|---|---|
AHLBIN CENTER FOR REHABILITATION PURPOSE: IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | $5,000 |
ALIANCE FOR COMMUNITY EMPOWERMENT (ABCD) PURPOSE: IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | $5,000 |
AMERICAN CANCER SOCIETY PURPOSE: IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | $25,000 |
ALPHA COMMUNITY SERVICES PURPOSE: IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | $10,000 |
AMERICAN RED CROSS PURPOSE: IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | $25,000 |
AMERICARES PURPOSE: IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | $25,000 |