Nonprofit · EIN 04-3369962
TREFLER FOUNDATION
Also known as TREFLER ALAN & PAMELA TTEE
Tax-exempt · NEEDHAM, MA 02494
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,346,480 | $3,270,851 | $10,075,629 | $18,710,560 | $2,067,468 | $16,643,092 |
| December 31, 2024 | 990-PF | $1,201,703 | $2,386,367 | -$1,184,664 | $7,658,819 | $1,054,556 | $6,604,263 |
| December 31, 2023 | 990-PF | $1,253,343 | $1,769,618 | -$516,275 | $5,041,485 | $108,623 | $4,932,862 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,289,980
- Dividends
- $8,760
- Interest
- $2,894
- Net gain from sales of assets
- $1,044,846
Expenses
- Grants and similar amounts paid
- $1,907,120
- Compensation of officers, directors and key employees
- $360,000
- Salaries, compensation and benefits (total)
- $363,337
- Disbursements for charitable purposes
- $2,196,859
- Excise tax on investment income
- $24,611
Balance sheet and other
- Total assets, start of year
- $7,658,819
- Total assets, end of year
- $18,710,560
- Total liabilities, end of year
- $2,067,468
- Net assets, end of year
- $16,643,092
- Fair market value of assets
- $18,710,560
- Qualifying distributions
- $2,196,859
- Net investment income
- $1,770,556
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL SHERMAN 300 FIRST AVE ST SUITE 201B, NEWTON, MA 02494 | PRESIDENT | 40 | $360,000 | $23,500 |
| JESSICA CASTRO 300 FIRST AVE ST SUITE 201B, NEWTON, MA 02494 | VP, PROGRAMS & OPERA Highest-paid employee | 40 | $225,000 | $23,500 |
| JANET YEAGER 300 FIRST AVE ST SUITE 201B, NEWTON, MA 02494 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $97,000 | $31,003 |
| ALAN N TREFLER 300 FIRST AVE ST SUITE 201B, NEWTON, MA 02494 | TRUSTEE | 5 | $0 | $0 |
| PAMELA L TREFLER 300 FIRST AVE ST SUITE 201B, NEWTON, MA 02494 | TRUSTEE | 5 | $0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL SHERMAN 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | PRESIDENT | 40 | $279,021 | $23,000 |
| JESSICA CASTRO 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | VP, PROGRAMS & OPERA Highest-paid employee | 40 | $190,002 | $23,000 |
| JANET YEAGER 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $93,249 | $33,750 |
| ALAN N TREFLER 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | TRUSTEE | 5 | $0 | $0 |
| PAMELA L TREFLER 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | TRUSTEE | 5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL SHERMAN 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | PRESIDENT | 40 | $250,750 | $22,500 |
| JESSICA CASTRO 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | VP, PROGRAMS & OPERA Highest-paid employee | 40 | $171,107 | $22,500 |
| JANET YEAGER 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $90,451 | $22,500 |
| ALAN N TREFLER 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | TRUSTEE | 5 | $0 | $0 |
| PAMELA L TREFLER 233 NEEDHAM STREET SUITE 210, NEWTON, MA 02464 | TRUSTEE | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 FIRST AVENUE, NEEDHAM, MA 02494-2736
- Signed the 990-PF
- PAMELA TREFLER, TRUSTEE
- Phone
- (617) 454-1135
- Website
- TREFLERFOUNDATION.ORG
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3369962
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $18,710,560
- Income (IRS master file)
- $14,178,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,346,480 | $3,270,851 | $18,710,560 | XML |
| 990-PF | December 2024 | $1,201,703 | $2,386,367 | $7,658,819 | IRS |
| 990-PF | December 2023 | $1,253,343 | $1,769,618 | $5,041,485 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3369962).
Questions about TREFLER FOUNDATION
- What is the EIN of TREFLER FOUNDATION?
- The employer identification number (EIN) of TREFLER FOUNDATION is 04-3369962.
- Is TREFLER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to TREFLER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TREFLER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TREFLER FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TREFLER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TREFLER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 3 received compensation from the organization, the highest $360,000 (DANIEL SHERMAN, PRESIDENT).
- How much revenue does TREFLER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,346,480, expenses of $3,270,851 and total assets of $18,710,560 at year end.
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