Christian J and Eva W Trefz Family Foundation Inc is a 501(c)(3) organization based in Westport, Connecticut, registered in 2014, with $120,248 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$120K
▼ 37.8% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$93K
Net assets
$125K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Christian J and Eva W Trefz Family Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Christian J and Eva W Trefz Family Foundation Inc: 16 mo reserves · +22% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Christian J and Eva W Trefz Family Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Christian J and Eva W Trefz Family Foundation Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue held steady from $119K (FY2013) to $120K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
22.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$125K
Total liabilities
$0
Net assets
$125K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $120,248▼37.8% | $93,380▼42.2% | $125,021▲27.4% | $125,021▲27.4% | 990PF |
| 2023 | $193,386▼7.0% | $161,630▼14.5% | $98,153▲47.8% | $98,153▲47.8% | 990PF |
| 2022 | $207,924▲8.7% | $188,970▼4.7% | $66,397▲40.0% | $66,397▲40.0% | 990PF |
| 2021 | $191,309▼27.8% | $198,197▼26.8% | $47,443▼12.7% | $47,443▼12.7% | 990PF |
| 2020 | $264,922▲169% | $270,723▲411% | $54,331▼55.1% | $54,331▼55.1% | 990PF |
| 2019 | $98,392▼84.8% | $53,006▼94.6% | $121,134▲59.9% | $121,134▲59.9% | 990PF |
| 2018 | $649,180▲1194% | $973,066▲719% | $75,748▼81.0% | $75,748▼81.0% | 990PF |
| 2017 | $50,182▼96.2% | $118,786▼91.4% | $399,317▼14.7% | $399,317▼14.7% | 990PF |
| 2016 | $1,305,833▲9187% | $1,377,664▲1131% | $467,921▼0.3% | $467,921▼0.3% | 990PF |
| 2015 | $14,061▼95.1% | $111,877▲101% | $469,424▼18.5% | $469,424▼18.5% | 990PF |
| 2014 | $286,078▲140% | $55,557▼52.5% | $575,976▲66.7% | $575,976▲66.7% | 990PF |
| 2013 | $119,442 | $116,933 | $345,455 | $345,455 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Christian J and Eva W Trefz Family Foundation Inc (EIN 46-1589126) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.