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Nonprofit · EIN 20-3995376

TREFFERT FAMILY FOUNDATION INC

Tax-exempt · BROOKFIELD, WI 53045

Financials

$1.6M$682K2021$2.9M$469K2022$1.6M$939K2023
Revenue Expenses · by fiscal year end
Financials of TREFFERT FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$1,593,907$939,021$654,886$6,256,907$0$6,256,907
November 30, 2023990-PF$2,891,645$468,981$2,422,664$6,527,382$0$6,527,382
November 30, 2022990-PF$1,586,423$682,178$904,245$5,990,597$0$5,990,597
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Contributions, gifts and grants
$1,017,731
Dividends
$103,502
Interest
$1,269
Net gain from sales of assets
$443,775
Other income
$27,630

Expenses

Grants and similar amounts paid
$900,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$900,000
Excise tax on investment income
$8,003

Balance sheet and other

Total assets, start of year
$6,527,382
Total assets, end of year
$6,256,907
Total liabilities, end of year
$0
Net assets, end of year
$6,256,907
Fair market value of assets
$16,339,192
Qualifying distributions
$900,000
Net investment income
$576,176

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 November 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM T TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
PRESIDENT/SECRETARY0.5$0
SELMA P TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
VICE-PRESIDENT/TREASURER1$0
DAWN MYERS
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
DIRECTOR0.5$0
TODD TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
DIRECTOR0.5$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
WILLIAM T TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
PRESIDENT/SECRETARY0.5$0
SELMA P TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
VICE-PRESIDENT/TREASURER1$0
DAWN MYERS
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
DIRECTOR0.5$0
TODD TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
DIRECTOR0.5$0
990-PF for the year ended November 30, 2022: 4 people
NameTitleHours / weekCompensation
WILLIAM T TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
PRESIDENT/SECRETARY0.5$0
SELMA P TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
VICE-PRESIDENT/TREASURER1$0
DAWN MYERS
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
DIRECTOR0.5$0
TODD TREFFERT
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
3415 GATEWAY ROAD, BROOKFIELD, WI 53045-5166
In care of
% WILLIAM TREFFERT
Signed the 990-PF
WILLIAM TREFFERT, EXECUTIVE
Phone
(262) 790-4960
Return prepared by
VOGEL CONSULTING GROUP SC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
20-3995376
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
2007
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$6,256,907
Income (IRS master file)
$1,608,182

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$1,593,907$939,021$6,256,907XML
990-TNovember 2024–––IRS
990-PFNovember 2023$2,891,645$468,981$6,527,382XML
990-TNovember 2023–––IRS
990-PFNovember 2022$1,586,423$682,178$5,990,597XML
990-TNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-TNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––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 20-3995376).

Questions about TREFFERT FAMILY FOUNDATION INC

What is the EIN of TREFFERT FAMILY FOUNDATION INC?
The employer identification number (EIN) of TREFFERT FAMILY FOUNDATION INC is 20-3995376.
Is TREFFERT FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to TREFFERT FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TREFFERT FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of TREFFERT FAMILY FOUNDATION INC due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TREFFERT FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2024.
Who are the officers and directors of TREFFERT FAMILY FOUNDATION INC?
The 990-PF for the year ended November 30, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does TREFFERT FAMILY FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,593,907, expenses of $939,021 and total assets of $6,256,907 at year end.

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