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Ernest and Joan Trefz Foundation

Ernest and Joan Trefz Foundation

Bridgeport, CT, US
501(c)3
EIN
06-1485833
Private Foundation
Family Foundation
Regional Funder
funder logo

Ernest and Joan Trefz Foundation

Bridgeport, CT, US
501(c)3
EIN
06-1485833
Private Foundation
Family Foundation
Regional Funder

Balance Sheet

Fiscal Year Start:
May 1
Data visualization unavailable
Assets in 2025 (Year End)

$8,677,773

Investments
85%
Cash & Equivalents
15%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Prepaid Expenses
0%
Property, Plant, & Equipment (net)
0%
Other Assets
0%
Liabilities in 2025 (Year End)

$0

Payables & Accruals
N/A
Grants Payable
N/A
Deferred Revenue
N/A
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Notes Payable / Debt (Non-Related)
N/A
Related-Party Payables
N/A
Other Liabilities
N/A
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2024
2025
Change
Cash & Equivalents
$268,235
$1,273,420
+375%
Receivables (Non-Related)
-
-
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
-
-
-
Investments
$7,389,204
$7,404,353
+0%
Property, Plant, & Equipment (net)
-
-
-
Other Assets
-
-
-
Total Assets
$7,657,439
$8,677,773
+13%
Liabilities
2024
2025
Change
Payables & Accruals
-
-
-
Grants Payable
-
-
-
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
-
-
-
Total Liabilities
$0
$0
-
Net assets
2024
2025
Change
Restricted Net Assets
N/A
N/A
N/A
Unrestricted Net Assets
N/A
N/A
N/A
Net assets
2024
2025
Change
Net assets
+$7,657,439
+$8,677,773
+13%
Balance Sheet
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