Private Foundation

Ernest and Joan Trefz Foundation

Ernest and Joan Trefz Foundation, of Bridgeport, CT, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2026 filing shows $2.1M in revenue, $2.6M in expenses, $9.2M in total assets. IRS filings disclose 855 grants awarded by this foundation, totaling roughly $18.8M.

EIN: 061485833 Bridgeport, CT Private Grantmaking Foundations NTEE: T20 Latest filing: 2026
Total Revenue$2.1M
Total Expenses$2.6M
Total Assets$9.2M
Grants Given855
Grant Total$18.8M
Filing Years2022–2026

Before you apply to Ernest and Joan Trefz Foundation

Preselected only Doesn't accept unsolicited requests for funds, per its 2026 Form 990-PF.

Rarely funds new orgs 15% of recent recipients were first-time grantees (2023–2025).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

University of Bridgeport
Bridgeport, CT · 2025
In Furtherance of Stated Objectives of the Foundation
$377,337
Norwalk Hospital Foundation
Danbury, CT · 2025
In Furtherance of Stated Objectives of the Foundation
$250,000
St Vincent's Medical Center Foundation
Bridgeport, CT · 2025
In Furtherance of Stated Objectives of the Foundation
$190,727
Ronald McDonald House Greater Hudson Valley
Valhalla, NY · 2025
In Furtherance of Stated Objectives of the Foundation
$150,000
Ronald McDonald House Charities of CT & Western MA
New Haven, CT · 2025
In Furtherance of Stated Objectives of the Foundation
$150,000

Showing up to 5 of 855 total records — full history available with membership.

Officers & Directors

Trustee Christian C Trefz
Trustee Linda M Trefz
Trustee Paul D Trefz

Officer compensation and complete director data available with membership.

Top Grant Purposes

Unspecified
$18,808,406 855 grants

Financial Trends

Year Revenue Expenses Assets
2026 $2.1M $2.6M $9.2M
2025 $3.4M $2.6M $8.7M
2024 $1.9M $2.5M $7.7M
2023 $1.2M $2.4M $8.2M
2022 $1.4M $2.1M $15.1M

Between 2022 and 2026, reported annual revenue grew from $1.4M to $2.1M (+50%), with total assets most recently reported at $9.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, CT, IN, MA, NY.

CACOCTINMANY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Ernest and Joan Trefz Foundation

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