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Treffert Family Foundation Inc. is a private corporation based in BROOKFIELD, WI. The foundation received its IRS ruling in 2007. The principal officer is William Treffert. It holds total assets of $6.3M. Annual income is reported at $1.6M. Total assets have grown from $1.1M in 2010 to $6.3M 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 2023. The foundation primarily funds organizations in Wisconsin and Minnesota. According to available records, Treffert Family Foundation Inc. has made 19 grants totaling $1.4M, with a median grant of $100K. The foundation has distributed between $385K and $635K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $635K distributed across 10 grants. Individual grants have ranged from $10K to $250K, with an average award of $76K. The foundation has supported 9 unique organizations. Grants have been distributed to organizations in Wisconsin and Minnesota. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$15K
Average Grant
$77K
Largest Grant
$250K
Based on 5 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.
Treffert Family Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 19 grants. Its grantmaking reaches organizations primarily in WI, MN.
Treffert Family Foundation Inc. has distributed a total of $1.4M across 19 grants. The median grant size is $100K, with an average of $76K. Individual grants have ranged from $10K to $250K.
Treffert Family Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Treffert Family Foundation Inc. is headquartered in BROOKFIELD, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| William T Treffert | PRESIDENT/SECRETARY | $0 | $0 | N/A |
| Todd Treffert | DIRECTOR | $0 | $0 | N/A |
| Selma P Treffert | VICE-PRESIDENT/TREASURER | $0 | $0 | N/A |
| Dawn Myers | DIRECTOR | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$6.3M
Fair Market Value
N/A
Net Worth
$6.3M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
19
Total Giving
$1.4M
Average Grant
$76K
Median Grant
$100K
Unique Recipients
9
Most Common Grant
$100K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Wisconsin Lutheran CollegeCHARITABLE GIFTING | Wauwatosa, WI | $200K | 2023 |
| Winnebago Lutheran AcademyCHARITABLE GIFTING | Fond Du Lac, WI | $100K | 2023 |
| Wisconsin Lutheran High SchoolCHARITABLE GIFTING | Milwaukee, WI | $100K | 2023 |
| Our Savior Lutheran ChurchCHARITABLE GIFTING | Hartland, WI | $30K | 2023 |
| Mayo ClinicCHARITABLE GIFTING | Rochester, MN | $100K | 2022 |
| The Divine Savior SchoolCHARITABLE GIFTING | Milwaukee, WI | $50K | 2022 |
| Elkhart CaresCHARITABLE GIFTING | Elkhart Lake, WI | $10K | 2022 |
| Gps Education PartnersDONATION | Waukesha, WI | $100K | 2020 |
| Evangelical Lutheran SynodDONATION | Mankato, MN | $10K | 2020 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI