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
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
Qualifying distributions as a share of distributable amount.
Grant Range
104 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
489 grants
Grant Size Distribution
489 grants
Geographic Focus
6 states
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