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Ernest And Joan Trefz Foundation is a private trust based in BRIDGEPORT, CT. The foundation received its IRS ruling in 1997. The principal officer is Ernest C Trefz Ttee. It holds total assets of $8.7M. Annual income is reported at $4M. Total assets have grown from $3.9M in 2011 to $7.7M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. Grantmaking is concentrated in Connecticut. According to available records, Ernest And Joan Trefz Foundation has made 383 grants totaling $9.1M, with a median grant of $8K. The foundation has distributed between $2M and $4.7M annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $4.7M distributed across 194 grants. Individual grants have ranged from $500 to $617K, with an average award of $24K. The foundation has supported 102 unique organizations. The foundation primarily supports organizations in Connecticut, New York, Indiana, which account for 97% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$8K
Average Grant
$22K
Largest Grant
$473K
Based on 92 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ernest And Joan Trefz Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 383 grants. Its grantmaking reaches organizations primarily in CT, NY, IN.
Ernest And Joan Trefz Foundation has distributed a total of $9.1M across 383 grants. The median grant size is $8K, with an average of $24K. Individual grants have ranged from $500 to $617K.
Ernest And Joan Trefz Foundation typically selects its grantees rather than accepting unsolicited proposals.
Ernest And Joan Trefz Foundation is headquartered in BRIDGEPORT, CT. While based in CT, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Joan M Trefz | Trustee | $0 | $0 | N/A |
| Christian C Trefz | Trustee | $0 | $0 | N/A |
| Paul D Trefz | Trustee | $0 | $0 | N/A |
| Linda M Trefz | Trustee | $0 | $0 | N/A |
Total Giving
$2.5M
Total Assets
$7.7M
Fair Market Value
$48.2M
Net Worth
$7.7M
Grants Paid
$2.4M
Contributions
N/A
Net Investment Income
$1.8M
Distribution Amount
$2.5M
Total: $1.6M
Total Grants
383
Total Giving
$9.1M
Average Grant
$24K
Median Grant
$8K
Unique Recipients
102
Most Common Grant
$5K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyIn Furtherance of Stated Objectives of the Foundation | Wilton, CT | $25K | 2024 |
| University Of BridgeportIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $617K | 2024 |
| Norwalk Hospital FoundationIn Furtherance of Stated Objectives of the Foundation | Norwalk, CT | $250K | 2024 |
| St Vincent'S Medical Center FoundationIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $113K | 2024 |
| Bridgeport Hospital FoundationIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $100K | 2024 |
| Wakemans Boys & Girls ClubIn Furtherance of Stated Objectives of the Foundation | Fairfield, CT | $100K | 2024 |
| Ronald Mcdonald House Greater Hudson ValleyIn Furtherance of Stated Objectives of the Foundation | Valhalla, NY | $75K | 2024 |
| Ronald Mcdonald House Of New Haven CtIn Furtherance of Stated Objectives of the Foundation | New Haven, CT | $75K | 2024 |
| Kids And Clay FoundationIn Furtherance of Stated Objectives of the Foundation | Michigan City, IN | $69K | 2024 |
| Housatonic Community College FoundationIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $50K | 2024 |
| United Way Campaign Of Coastal Fairfield CountyIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $50K | 2024 |
| Danbury Hospital Development FundIn Furtherance of Stated Objectives of the Foundation | Danbury, CT | $50K | 2024 |
| Make A Wish FoundationIn Furtherance of Stated Objectives of the Foundation | Trumbull, CT | $50K | 2024 |
| Sared Heart University Scholarship FundIn Furtherance of Stated Objectives of the Foundation | Fairfield, CT | $50K | 2024 |
| Ct Beardsley ZooIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $40K | 2024 |
| Fairfield UniversityIn Furtherance of Stated Objectives of the Foundation | Fairfield, CT | $35K | 2024 |
| Trumbull Congregational ChurchIn Furtherance of Stated Objectives of the Foundation | Trumbull, CT | $30K | 2024 |
| St Joseph High SchoolIn Furtherance of Stated Objectives of the Foundation | Trumbull, CT | $25K | 2024 |
| AmericaresIn Furtherance of Stated Objectives of the Foundation | Stamford, CT | $25K | 2024 |
| American Red CrossIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $25K | 2024 |
| Connecticut Central Coast YmcaIn Furtherance of Stated Objectives of the Foundation | New Haven, CT | $25K | 2024 |
| Caroline HouseIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $25K | 2024 |
| Cardinal Shehan CenterIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $20K | 2024 |
| Greater Bridgeport SymphonyIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $20K | 2024 |
| Bridgeport Rescue MissionIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $15K | 2024 |
| Kolbe Cathedral Scholarship FundIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $15K | 2024 |
| Barnum FestivalIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $15K | 2024 |
| Lifebridge Community ServicesIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $15K | 2024 |
| Stepping Stones MuseumIn Furtherance of Stated Objectives of the Foundation | Trumbull, CT | $15K | 2024 |
| Livlife Livfun LivfreeIn Furtherance of Stated Objectives of the Foundation | Shelton, CT | $12K | 2024 |
| Habitat For Humanity Of Greater BridgeportIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $10K | 2024 |
| IspiricaIn Furtherance of Stated Objectives of the Foundation | Stamford, CT | $10K | 2024 |
| Workplace IncIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $10K | 2024 |
| Boys & Girls VillageIn Furtherance of Stated Objectives of the Foundation | Milford, CT | $10K | 2024 |
| Visiting Nurse Services Of CtIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $10K | 2024 |
| Kennedy CenterIn Furtherance of Stated Objectives of the Foundation | Trumbull, CT | $10K | 2024 |
| Center For Family JusticeIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $10K | 2024 |
| Children'S Educational OpportunityIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $10K | 2024 |
| Thomas Merton CenterIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $10K | 2024 |
| Sterling House Community CenterIn Furtherance of Stated Objectives of the Foundation | Straford, CT | $10K | 2024 |
| Children'S Community SchoolIn Furtherance of Stated Objectives of the Foundation | Waterbury, CT | $10K | 2024 |
| Person To PersonIn Furtherance of Stated Objectives of the Foundation | Norwalk, CT | $10K | 2024 |
| Alpha Community ServicesIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $10K | 2024 |
| World Emergency ReliefIn Furtherance of Stated Objectives of the Foundation | Carlsbad, CA | $8K | 2024 |
| Fairfield County Community FoundationIn Furtherance of Stated Objectives of the Foundation | Norwalk, CT | $8K | 2024 |
| Downtown Special Services DistrictIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $8K | 2024 |
| Fairfield Museum And History CenterIn Furtherance of Stated Objectives of the Foundation | Fairfield, CT | $8K | 2024 |
| New Beginings Family AcademyIn Furtherance of Stated Objectives of the Foundation | Bridgeport, CT | $8K | 2024 |
| Regional HospiceIn Furtherance of Stated Objectives of the Foundation | Danbury, CT | $8K | 2024 |
| St Catherine'S Center For Special NeedsIn Furtherance of Stated Objectives of the Foundation | Fairfield, CT | $8K | 2024 |