Nonprofit · EIN 06-1485833
ERNEST AND JOAN TREFZ FOUNDATION
Tax-exempt · BRIDGEPORT, CT 06604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $2,060,582 | $2,637,390 | -$576,808 | $9,218,794 | $0 | $9,218,794 |
| April 30, 2025 | 990-PF | $3,358,261 | $2,584,240 | $774,021 | $8,677,773 | $0 | $8,677,773 |
| April 30, 2024 | 990-PF | $1,854,147 | $2,472,927 | -$618,780 | $7,657,439 | $0 | $7,657,439 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $1,110,886
- Net gain from sales of assets
- $949,624
- Other income
- $72
Expenses
- Grants and similar amounts paid
- $2,493,654
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,493,654
- Excise tax on investment income
- $27,836
Balance sheet and other
- Total assets, start of year
- $8,677,773
- Total assets, end of year
- $9,218,794
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,218,794
- Fair market value of assets
- $47,990,592
- Qualifying distributions
- $2,493,654
- Net investment income
- $2,060,582
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christian C Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
| Paul D Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
| Linda M Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
990-PF for the year ended April 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christian C Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
| Paul D Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
| Linda M Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
990-PF for the year ended April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joan M Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 2 | $0 |
| Christian C Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
| Paul D Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
| Linda M Trefz 10 Middle Street, Bridgeport, CT 06604 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10 MIDDLE STREET 17TH FLOOR, BRIDGEPORT, CT 06604-4257
- In care of
- % ERNEST C TREFZ TTEE
- Signed the 990-PF
- Paul D Trefz, Managing Trustee
- Phone
- (203) 367-3621
- Return prepared by
- Capossela Cohen 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1485833
- 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
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $9,218,794
- Income (IRS master file)
- $2,074,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $2,060,582 | $2,637,390 | $9,218,794 | XML |
| 990-PF | April 2025 | $3,358,261 | $2,584,240 | $8,677,773 | XML |
| 990-PF | April 2024 | $1,854,147 | $2,472,927 | $7,657,439 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 06-1485833).
Questions about ERNEST AND JOAN TREFZ FOUNDATION
- What is the EIN of ERNEST AND JOAN TREFZ FOUNDATION?
- The employer identification number (EIN) of ERNEST AND JOAN TREFZ FOUNDATION is 06-1485833.
- Is ERNEST AND JOAN TREFZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ERNEST AND JOAN TREFZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ERNEST AND JOAN TREFZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERNEST AND JOAN TREFZ FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERNEST AND JOAN TREFZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of ERNEST AND JOAN TREFZ FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does ERNEST AND JOAN TREFZ FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $2,060,582, expenses of $2,637,390 and total assets of $9,218,794 at year end.
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