Treffert Family Foundation Inc
Treffert Family Foundation Inc is a private foundation, based in Brookfield, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 2 grants totaling $900K. Net investment income was $576K.
Treffert Family Foundation Inc at a glance
In short: Treffert Family Foundation Inc gave $900K across 2 grants in 2024 (avg $450K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $900,000
- +109.3% vs 2023
- Grants made (2024)
- 2
- -50.0% vs 2023
- Average grant
- $450,000
- +318.6% vs 2023
- Median grant
- $450,000
- Total assets
- $6,256,907
- -4.1% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Treffert Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Wisconsin Lutheran High School ($800K). Together the top 2 received $900K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 21 (48%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How Treffert Family Foundation Inc gives
- In 2024 it paid out 130% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $385K (2020) to $900K (2024). In 2024 it made 2 grants totaling $900K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wisconsin Lutheran High School Milwaukee, WI | Charitable Gifting | $800,000 |
| Wisconsin Lutheran College Wauwatosa, WI | Charitable Gifting | $100,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $6,256,907 | $1,593,907 | $939,021 | $900,000 | 2 | $900,000 | $575,739 | $693,001 |
| 2023 | $6,527,382 | $2,891,645 | $468,981 | $430,000 | 4 | $430,000 | $413,702 | $554,202 |
| 2022 | $5,990,597 | $1,586,423 | $682,178 | $635,000 | 10 | $635,000 | $410,089 | $490,597 |
| 2021 | $6,717,698 | $2,174,068 | $61,140 | — | — | — | $90,523 | $499,594 |
| 2020 | $5,424,394 | $315,909 | $423,186 | $385,000 | 5 | — | $292,943 | $280,022 |
Under IRS private-foundation payout rules, Treffert Family Foundation Inc reported a distributable amount of $693K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Treffert Family Foundation Inc is led by William T. Treffert, President & Secretary on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
William T. Treffert
President & Secretary
On filings since 2020
0.5 hrs/week
No compensation reported
Dawn Myers
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Todd Treffert
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Selma P. Treffert
Vice President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Treffert Family Foundation Inc
How much does Treffert Family Foundation Inc give each year?
Treffert Family Foundation Inc gave $900K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $430K across 4 grants.
How large is Treffert Family Foundation Inc?
Treffert Family Foundation Inc reported $6.3M in total assets on its 2024 IRS Form 990-PF. It paid out $900K in qualifying distributions that year, against a required minimum of $693K (roughly 5% of its investment assets).
Where does Treffert Family Foundation Inc operate?
Treffert Family Foundation Inc has awarded grants in Minnesota, Wisconsin.
What is Treffert Family Foundation Inc's EIN?
Treffert Family Foundation Inc's EIN (Employer Identification Number) is 20-3995376. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Treffert Family Foundation Inc funds
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