Funder DirectoryErnest and Joan Trefz Foundation
Back to directory

Private foundation (trust)EIN 061485833Est. 1997-09

Ernest and Joan Trefz Foundation

Bridgeport, CT 06604

Total Assets

$53.9M

FY 2024

Annual Giving

$2.5M

FY 2024

Grants Made

104

FY 2024

Avg Grant

$24K

FY 2024

Grant Range

$1K–$400K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$3.4M

Total Expenses

$2.6M

Qualifying Distributions

$2.5M

Distributable Amount

$2.5M

Min. Investment Return

$2.5M

Undistributed Income

$2.5M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

104 grants

Grant sizes from minimum $1K through median $7K to maximum $400K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $2.5M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

489 grants

University of Bridgeport
$2.6M
5 grants
Norwalk Hospital Foundation
$790K
5 grants
ST Vincent'S Medical Center Foundation
$621K
5 grants
Make A Wish Foundation
$525K
5 grants
Wakemans Boys & Girls Club
$500K
5 grants
Bridgeport Hospital Foundation
$460K
5 grants
Ronald McDonald House Greater Hudson Valley
$407K
5 grants
Ronald McDonald House Of New Haven CT
$400K
5 grants

Grant Size Distribution

489 grants

<$10K
341
grants
$10–50K
113
grants
$50–250K
29
grants
$250K–1M
6
grants
$1–5M
$5M+

Geographic Focus

6 states

Connecticut
$10.6M
93% of total
New York
$445K
4% of total
Indiana
$236K
2% of total
California
$43K
0% of total
Massachusetts
$25K
0% of total
Colorado
$5K
0% of total

Ready to work on a proposal for Ernest and Joan Trefz Foundation?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for Ernest and Joan Trefz Foundation
Funder alerts

Track Ernest and Joan Trefz Foundation

Get an email when Grantivo has new data for Ernest and Joan Trefz Foundation, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

Ernest and Joan Trefz Foundation — Grants, Financials & Contact | Grantivo