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Ernest and Joan Trefz Foundation at a glance

· Private foundation

Ernest and Joan Trefz Foundation

Its FY2026 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.5M
Granted FY2026still arriving
109
Grants FY2026still arriving
3
States reached
$377k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$6.9MHealth$4.5MHuman Services$2.0MYouth Development$815kPhilanthropy$526kArts & Culture$484kHousing & Shelter$319kInternational$285kOther$0
02FY2026 · 109 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2026

  • Under $10k63 grants · $297k
  • $10k–50k33 grants · $610k
  • $50k–250k11 grants · $960k
  • $250k+2 grants · $627k
$7,000
Median grant
3
States reached
$9.2M
Total assets
Largest grants
RecipientAmount
University of Bridgeport$377,337
Norwalk Hospital Foundation$250,000
St Vincent's Medical Center Foundation$190,727
Ronald McDonald House Greater Hudson Valley$150,000
Ronald McDonald House Charities of CT & Western MA$150,000
Bridgeport Hospital Foundation$100,000
Kids & Clays Foundation$68,900
Housatonic Community College Foundation$50,000
Individual grant recipient$50,000
Make A Wish Foundation$50,000
Sacred Heart University Scholarship Fund$50,000
United Way of Coastal & Western CT$50,000
Danbury Hospital Development Fund$50,000
Trumbull Congregational Church$40,000
Fairfield University$35,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–26, $924k) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%American Red Cross: $25k → 11%Boys & Girls Village: $10k → 12%BOYS & GIRLS VILLAGE: $10k → 12%Boys & Girls Village: $10k → 12%BOYS & GIRLS VILLAGE: $10k → 12%Boys & Girls Village: $10k → 12%Boys & Girls Village: $10k → 12%Boys & Girls Village: $10k → 12%Boys & Girls Village: $10k → 12%Boys & Girls Village: $10k → 12%Boys & Girls Village: $10k → 12%American Red Cross: $25k → 9%American Red Cross: $25k → 9%American Red Cross: $25k → 9%American Red Cross: $25k → 9%AMERICAN RED CROSS: $20k → 9%American Red Cross: $20k → 9%American Red Cross: $20k → 9%American Red Cross: $20k → 9%Center For Family Justice: $15k → 9%AMERICAN RED CROSS: $15k → 9%Alpha Community Services YMCA: $10k → 9%Lifebridge Community Services: $15k → 9%Bridgeport Rescue Mission: $15k → 9%Lifebridge Community Services: $15k → 9%Bridgeport Rescue Mission: $15k → 9%Lifebridge Community Services: $15k → 9%Bridgeport Rescue Mission: $15k → 9%Lifebridge Community Services: $15k → 9%Lifebridge Community Services: $15k → 9%Lifebridge Community Services: $15k → 9%Bridgeport Rescue Mission: $15k → 9%LIFEBRIDGE COMMUNITY SERVICES: $11k → 9%LIFEBRIDGE COMMUNITY SERVICES: $11k → 9%Bridgeport Rescue Mission: $10k → 9%Lifebridge Community Services: $10k → 9%Lifebridge Community Services: $10k → 9%Center For Family Justice: $10k → 9%Center For Family Justice: $10k → 9%Center For Family Justice: $10k → 9%Center For Family Justice: $10k → 9%Center For Family Justice: $10k → 9%STERLING HOUSE COMMUNITY CENTER: $25k → 9%Sterling House Community Center: $15k → 9%Sterling House Community Center: $15k → 9%Sterling House Community Center: $10k → 9%Sterling House Community Center: $10k → 9%Sterling House Community Center: $10k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$19M · 113 repeat orgs$507k to everyone else

113 repeat relationships: 76 still active in FY2026, 37 since wound down; 32 grantees were first funded in FY2026 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

113
9

Total granted

$19M
$41k

Median revenue growth · since first grant

+30%
+51%

Still filing today

56%
11%

New vs renewed · share of each year

In FY2026, 81% of grant dollars renewed an existing relationship; $466k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25’26
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25’26
Human ServicesEducationHealthArts & CultureYouth DevelopmentHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • NH
    Norwalk Hospital Foundation
    10× · 2017–2026 · $1.1M · revenue +6%
  • BH
    BRIDGEPORT HOSPITAL FOUNDATION INC
    10× · 2017–2026 · $820k · revenue +66%
  • MF
    MAKE-A-WISH FOUNDATION OF CONNECTICUT INC
    10× · 2017–2026 · $656k · revenue +38%

Funded once

  • SV
    ST Vincent's Foundation Golf Tournament
    one grant, 2025 · $17k
  • SA
    Swim Across the Sound
    one grant, 2025 · $5k
  • E
    Empower
    one grant, 2025 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Bridgeport Hospital

To operate an acute care hospital in bridgeport, connecticut for the care and treatment of persons suffering from disease or other physical or mental conditions without regard to race, color, creed, sex, age or ability to pay.

Health
2
St Vincent's Special Needs Center Inc

None

—
3
Bridgton Hospital

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment, and compassion ofour family of caregivers.

Health
4
Bridges Healthcare Inc

Bridges healthcare has provided a comprehensive range of mental health/substance abuse treatment (including serious mental illness, emotional disturbance, and co-occurring mental/substance use disorders) to children and adults in new haven…

Health
5
The Child and Family Guidance Center Inc

The child and family guidance center (cfgc) is a community-based center that provides therapeutic, prevention, early intervention as well as support services to children and families in fairfield county ct. since 1925, cfgc has provided…

Human Services
6
United Services Inc

United services mission is to provide an effective response to the youth, family, and adult social and behavioral health needs in the community. united services is the most comprehensive private, non-profit center in connecticut providing…

Human Services
7
The Children's Community Programs of Ct

The children's community programs of connecticut, inc., is a nonprofit, multi-service agency whose mission is to provide diverse and creative support services to children and families throughout connecticut.

Health
8
Connecticut Community Care Inc

Connecticut community care, inc provides person-centered care coordination and transition services for elders and individuals with disabilities to help ensure they can live safely in the place they choose to live. people served experience…

Health
9
Career Resources Inc

Career resources, inc. offers jobseekers throughout connecticut, the training, support and resources needed to become employed and succeed in the workforce.

Employment
10
Hartford HealthCare Medical Group Specialists Pllc

The Mission of Hartford HealthCare Medical Group Specialists, PLLC is to put the patients first, provide coordinated quality care and value, exceed the expectations of patients, providers, staff and the community that it serves.

Health
11
Nuvance Health Medical Practice Ct Inc

Improve the health of every person in our community through the efficient delivery of excellent, innovative and compassionate care.

—
12
Women's Business Development Council Inc

The mission of the women's business development council (wbdc) is to support economic prosperity for women and strengthen communities through entrepreneurial and financial education services that create and grow sustainable jobs and…

Education
How this is measured
The grantee most central to the portfolio’s shape is Lifebridge Community Services Inc; the most unlike its peers is Friends of Silversource Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

84 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 84 of the 155 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
24
Early backer (in before they grew)
77/84
Grantees still filing
58/84
Grew since first funded

Where the money sits, by cause and then by grantee

University of Bridgeport: $5,887,138 · OtherUniversity of BridgeportRONALD MCDONALD HOUSE AT THE MARIA FARERI CHILDREN'S HOSPITAL INC: $652,000 · OtherRonald McDonald House Of New Haven CT: $480,000 · Other+109 more: $5,777,571 · Other+109 moreNorwalk Hospital Foundation: $1,080,000 · HealthNorwalk Hospital Founda…St Vincent's Medical Center Foundation Inc: $1,042,817 · HealthSt Vincent's Medical Ce…BRIDGEPORT HOSPITAL FOUNDATION INC: $820,000 · HealthBRIDGEPORT HOSPITAL FOU…MAKE-A-WISH FOUNDATION OF CONNECTICUT INC: $656,000 · HealthMAKE-A-WISH FOUNDATION …KIDS & CLAYS FOUNDATION: $350,200 · HealthKIDS & CLAYS FOUNDATION+4 more: $166,000 · HealthHOUSATONIC COMMUNITY COLLEGE FOUNDATION INC: $360,000 · EducationFairfield University: $300,000 · EducationTHE EMILY CATHERINE FEDORKO FOUNDATION: $152,500 · EducationMERCY LEARNING CENTER OF BRIDGEPORT INC: $50,000 · EducationTHE BRIDGE ACADEMY INC: $42,500 · EducationSACRED HEART UNIVERSITY INCORPORATED: $40,000 · EducationNEW BEGINNINGS FAMILY ACADEMY INC: $37,500 · Education+3 more: $44,500 · EducationAmerican National Red Cross & Its Constituent Chapters and Branches: $220,000 · Human ServicesLIFEBRIDGE COMMUNITY SERVICES INC: $132,000 · Human ServicesSTERLING HOUSE COMMUNITY CENTER INC: $120,000 · Human ServicesBRIDGEPORT RESCUE MISSION INC: $110,000 · Human ServicesBOYS AND GIRLS VILLAGE INC: $100,000 · Human ServicesTHE CENTER FOR FAMILY JUSTICE INC: $95,000 · Human ServicesBRIDGE HOUSE INC: $41,500 · Human ServicesFRIENDS OF SILVERSOURCE INC: $35,000 · Human Services+6 more: $90,000 · Human ServicesWAKEMAN BOYS AND GIRLS CLUB CORP: $520,000 · Youth DevelopmentBRIDGEPORT CARIBE YOUTH LEADERS INC: $25,000 · Youth Development+2 more: $13,000 · Youth DevelopmentAMERICARES FOUNDATION INC: $190,000 · InternationalJUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY INC: $54,500 · InternationalWORLD EMERGENCY RELIEF: $42,500 · InternationalPERSON TO PERSON INC: $86,022 · PhilanthropyFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $75,000 · PhilanthropyBRIDGEPORT PUBLIC EDUCATION FUND INC: $60,000 · Philanthropy
Other$12,796,709Health$4,115,017Education$1,027,000Human Services$943,500Youth Development$558,000International$287,000Philanthropy$221,022

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNorwalk Hospital Foundation: $1,080,000 over 10y, 2.3% of budgetSt Vincent's Medical Center Foundation Inc: $1,042,817 over 10y, 8.4% of budgetBRIDGEPORT HOSPITAL FOUNDATION INC: $820,000 over 10y, 1.3% of budgetMAKE-A-WISH FOUNDATION OF CONNECTICUT INC: $656,000 over 10y, 5.9% of budgetRONALD MCDONALD HOUSE AT THE MARIA FARERI CHILDREN'S HOSPITAL INC: $652,000 over 10y, 3.3% of budgetWAKEMAN BOYS AND GIRLS CLUB CORP: $520,000 over 6y, 7.9% of budgetHOUSATONIC COMMUNITY COLLEGE FOUNDATION INC: $360,000 over 10y, 4.4% of budgetKIDS & CLAYS FOUNDATION: $350,200 over 9y, 2.5% of budgetFairfield University: $300,000 over 10y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $220,000 over 10y, 0.0% of budgetCARDINAL SHEHAN CENTER INC: $190,000 over 10y, 1.2% of budgetAMERICARES FOUNDATION INC: $190,000 over 10y, 0.0% of budgetTHE EMILY CATHERINE FEDORKO FOUNDATION: $152,500 over 10y, 62% of budgetCAROLINE HOUSE INC: $136,000 over 10y, 4.5% of budgetLIFEBRIDGE COMMUNITY SERVICES INC: $132,000 over 10y, 0.2% of budgetSTERLING HOUSE COMMUNITY CENTER INC: $120,000 over 10y, 1.1% of budgetBRIDGEPORT RESCUE MISSION INC: $110,000 over 10y, 0.2% of budgetTHE KENNEDY COLLECTIVE INC: $101,500 over 10y, 0.0% of budgetBOYS AND GIRLS VILLAGE INC: $100,000 over 10y, 0.0% of budgetINSPIRICA INC: $96,000 over 10y, 0.1% of budgetTHE CENTER FOR FAMILY JUSTICE INC: $95,000 over 10y, 0.3% of budgetVISITING NURSE SERVICES OF CONNECTICUT INC: $90,000 over 10y, 0.1% of budgetTHE WORKPLACE INC: $90,000 over 9y, 0.0% of budgetCHILDREN'S COMMUNITY SCHOOL INC: $90,000 over 10y, 0.8% of budgetCATHOLIC CHARITIES OF FAIRFIELD COUNTY INC: $87,500 over 10y, 0.1% of budgetPERSON TO PERSON INC: $86,022 over 9y, 0.1% of budgetFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $75,000 over 10y, 0.0% of budgetTHE BARNUM MUSEUM FOUNDATION INC: $75,000 over 10y, 1.8% of budgetST CATHERINE CENTER FOR SPECIAL NEEDS INC: $62,500 over 8y, 0.5% of budgetBRIDGEPORT PUBLIC EDUCATION FUND INC: $60,000 over 10y, 2.8% of budgetJUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY INC: $54,500 over 10y, 0.9% of budgetLIVFREE INC: $51,000 over 4y, 4.9% of budgetTHE DIAPER BANK OF CONNECTICUT INC: $50,000 over 10y, 0.9% of budgetMERCY LEARNING CENTER OF BRIDGEPORT INC: $50,000 over 10y, 0.2% of budgetCATALYST CT INC: $50,000 over 10y, 0.2% of budgetCIRCLE OF CARE FOR FAMILIES OF CHILDREN WITH CANCER INC: $50,000 over 10y, 1.3% of budgetBURROUGHS COMMUNITY CENTER INC: $46,000 over 10y, 1.5% of budgetNEW REACH INC: $45,000 over 7y, 0.1% of budgetFAIRFIELD HISTORICAL SOCIETY DBA FAIRFIELD MUSEUM: $45,000 over 6y, 0.7% of budgetWORLD EMERGENCY RELIEF: $42,500 over 9y, 0.1% of budgetTHE BRIDGE ACADEMY INC: $42,500 over 10y, 0.1% of budgetBRIDGE HOUSE INC: $41,500 over 10y, 0.4% of budgetSACRED HEART UNIVERSITY INCORPORATED: $40,000 over 2y, 0.0% of budgetTHE TINY MIRACLES FOUNDATION INC: $40,000 over 10y, 1.0% of budgetGirl Scouts of Connecticut Inc: $37,500 over 8y, 0.1% of budgetNEW BEGINNINGS FAMILY ACADEMY INC: $37,500 over 5y, 0.1% of budgetCONTINUUM OF CARE INC: $35,000 over 7y, 0.0% of budgetFRIENDS OF SILVERSOURCE INC: $35,000 over 7y, 0.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Norwalk Hospital Foundation ↗
  • Who funds St Vincent's Medical Center Foundation Inc ↗
  • Who funds BRIDGEPORT HOSPITAL FOUNDATION INC ↗
  • Who funds MAKE-A-WISH FOUNDATION OF CONNECTICUT INC ↗
  • Who funds RONALD MCDONALD HOUSE AT THE MARIA FARERI CHILDREN'S HOSPITAL INC ↗
  • Who funds WAKEMAN BOYS AND GIRLS CLUB CORP ↗
  • Who funds HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC ↗
  • Who funds KIDS & CLAYS FOUNDATION ↗
  • Who funds Fairfield University ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds CARDINAL SHEHAN CENTER INC ↗
  • Who funds AMERICARES FOUNDATION INC ↗
  • Who funds THE EMILY CATHERINE FEDORKO FOUNDATION ↗
  • Who funds CAROLINE HOUSE INC ↗
  • Who funds LIFEBRIDGE COMMUNITY SERVICES INC ↗
  • Who funds STERLING HOUSE COMMUNITY CENTER INC ↗
  • Who funds BRIDGEPORT RESCUE MISSION INC ↗
  • Who funds THE KENNEDY COLLECTIVE INC ↗
  • Who funds BOYS AND GIRLS VILLAGE INC ↗
  • Who funds INSPIRICA INC ↗
  • Who funds THE CENTER FOR FAMILY JUSTICE INC ↗
  • Who funds VISITING NURSE SERVICES OF CONNECTICUT INC ↗
  • Who funds THE WORKPLACE INC ↗
  • Who funds CHILDREN'S COMMUNITY SCHOOL INC ↗
  • Who funds CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC ↗
  • Who funds PERSON TO PERSON INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fairfield County's Co…The Near and Far Asso…Peoples United Commun…David and Eunice Bige…William Caspar Graust…The Inner-City Founda…The Aiello Charitable…The Pitney Bowes Foun…New Canaan Community …Newman's Own Foundati…The Bridgeport Rotary…Synchrony Foundation
Fairfield County's Community Foundation IncCT80.1× affinity40 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fairfield County's Community Foundation Inc · The Near and Far Association Inc · Peoples United Community Foundation · David and Eunice Bigelow Foundation · William Caspar Graustein Memorial Fund · The Inner-City Foundation for Charity & Education Inc · The Aiello Charitable Foundation Inc · The Pitney Bowes Foundation · New Canaan Community Foundation Inc · Newman's Own Foundation · The Bridgeport Rotary Club Foundation Inc · Synchrony Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Ernest and Joan Trefz Foundation funds: left to right is the share of its income from government, bottom to top the share from Ernest and Joan Trefz Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%5%19%42%75%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 30%
  • Continuum of Care Inc: 100% of income from government
  • Alliance for Community Empowerment Inc: 100% of income from government
  • The Barnum Museum Foundation Inc: 100% of income from government
  • Groundwork Bridgeport Inc: 100% of income from government
  • The Workplace Inc: 100% of income from government
  • Bridge House Inc: 88% of income from government
  • The Kennedy Collective Inc: 79% of income from government
  • The Diaper Bank of Connecticut Inc: 49% of income from government
  • The Center for Family Justice Inc: 49% of income from government
  • New Reach Inc: 49% of income from government
  • Pacific House Inc: 46% of income from government
  • Catalyst Ct Inc: 37% of income from government
  • Family and Children's Aid Inc: 36% of income from government
  • Lifebridge Community Services Inc: 32% of income from government
  • Boys and Girls Village Inc: 32% of income from government
  • Inspirica Inc: 30% of income from government
  • Regional Hospice and Home Care of Western Connecticut Inc: 17% of income from government
  • The Discovery Museum Inc: 15% of income from government
  • The Open Door Shelter Inc: 14% of income from government
  • Wakeman Boys and Girls Club Corp: 11% of income from government
  • Sterling House Community Center Inc: 8% of income from government
  • Domus Kids Inc: 7% of income from government
  • Triangle Community Center Inc: 5% of income from government
  • Person to Person Inc: 5% of income from government
  • Mercy Learning Center of Bridgeport Inc: 4% of income from government
  • Cardinal Shehan Center Inc: 4% of income from government
  • Neighborhood Studios of Fairfield County Inc: 3% of income from government
  • Girl Scouts of Connecticut Inc: 2% of income from government
  • Sacred Heart University Incorporated: 1% of income from government
  • Fairfield Historical Society Dba Fairfield Museum: 1% of income from government
  • Fairfield University: 1% of income from government
  • Americares Foundation Inc: 0% of income from government
no gov moneyreceives it· size = income
11get no government money at all
16report government grants on their 990 we could not trace to a source (not plotted)
7rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 155 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Ernest and Joan Trefz’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home