Ernest and Joan Trefz Foundation
EIN 061485833Total Given 2017–2025
$13.8M
652 grants · $1.5M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$6K
typical small grants · $5K–$15K
grant size
87%
deep partner · 112/129 multi-year
repeat
$53.9M
Assets (2025)
129
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(203) 367-3621
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $1.1M | $30.6M | $2.6M | 80 |
| 2018 | $1.4M | $36.4M | $2.9M | 83 |
| 2020 | N/A | $35.8M | $969K | N/A |
| 2021 | $2.0M | $46.0M | $1.2M | 92 |
| 2022 | $2.1M | $47.1M | $1.4M | 99 |
| 2023 | $2.3M | $49.7M | $1.2M | 97 |
| 2024 | $2.4M | $48.2M | $1.9M | 97 |
| 2025 | $2.5M | $53.9M | $3.4M | 104 |
Grant Size Distribution
Based on 652 grants on record
Minimum
$250
25th Pctl
$5K
Median
$6K
Average
$21K
75th Pctl
$15K
Maximum
$617K
Geographic Distribution
Officers & Directors
Grants Awarded (652 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Bridgeport | Bridgeport, CT | $617,020 | In Furtherance of Stated Objectives of the Foundation | 2024 |
| University of Bridgeport | Bridgeport, CT | $606,864 | In Furtherance of Stated Objectives of the Foundation | 2023 |
| University of Bridgeport | Bridgeport, CT | $550,500 | IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | 2018 |
| University of Bridgeport | Bridgeport, CT | $550,000 | In Furtherance of Stated Objectives of the Foundation | 2022 |
| University of Bridgeport | Bridgeport, CT | $473,044 | In Furtherance of Stated Objectives of the Foundation | 2021 |
| University of Bridgeport | Bridgeport, CT | $405,000 | IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION | 2017 |
| University of Bridgeport | Bridgeport, CT | $400,000 | In Furtherance of Stated Objectives of the Foundation | 2025 |
| Make A Wish Foundation | Trumbull, CT | $325,000 | In Furtherance of Stated Objectives of the Foundation | 2021 |
| Norwalk Hospital Foundation | Norwalk, CT | $250,000 | In Furtherance of Stated Objectives of the Foundation | 2023 |
| Norwalk Hospital Foundation | Norwalk, CT | $250,000 | In Furtherance of Stated Objectives of the Foundation | 2024 |
| Norwalk Hospital Foundation | Norwalk, CT | $250,000 | In Furtherance of Stated Objectives of the Foundation | 2025 |
| ST Vincent'S Medical Center Foundation | Bridgeport, CT | $217,000 | In Furtherance of Stated Objectives of the Foundation | 2025 |
| Ronald McDonald House Greater Hudson Valley | Valhalla, NY | $132,000 | In Furtherance of Stated Objectives of the Foundation | 2025 |
| Ronald McDonald House Of New Haven CT | New Haven, CT | $125,000 | In Furtherance of Stated Objectives of the Foundation | 2025 |
| ST Vincent'S Medical Center Foundation | Bridgeport, CT | $121,390 | In Furtherance of Stated Objectives of the Foundation | 2022 |
| ST Vincent'S Medical Center Foundation | Bridgeport, CT | $112,800 | In Furtherance of Stated Objectives of the Foundation | 2024 |
| Connecticut Central Coast YMCA | New Haven, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2021 |
| Wakemans Boys & Girls Club | Fairfield, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2021 |
| Bridgeport Hospital Foundation | Bridgeport, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2022 |
| Wakemans Boys & Girls Club | Fairfield, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2022 |
| Bridgeport Hospital Foundation | Bridgeport, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2023 |
| Wakemans Boys & Girls Club | Fairfield, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2023 |
| Bridgeport Hospital Foundation | Bridgeport, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2024 |
| Wakemans Boys & Girls Club | Fairfield, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2024 |
| Bridgeport Hospital Foundation | Bridgeport, CT | $100,000 | In Furtherance of Stated Objectives of the Foundation | 2025 |