Nonprofit · EIN 20-3904358
TRADITION AND TRANSITION FUND
Tax-exempt · SALT LAKE CTY, UT 84108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $51,586 | $48,223 | $3,363 | $30,737 | $8,256 | $22,481 |
| December 31, 2024 | 990-PF | $31,630 | $43,431 | -$11,801 | $25,354 | $6,236 | $19,118 |
| December 31, 2023 | 990-PF | $26,428 | $49,044 | -$22,616 | $35,260 | $4,341 | $30,919 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $50,100
- Dividends
- $1,486
Expenses
- Grants and similar amounts paid
- $24,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $48,073
- Excise tax on investment income
- $19
Balance sheet and other
- Total assets, start of year
- $25,354
- Total assets, end of year
- $30,737
- Total liabilities, end of year
- $8,256
- Net assets, end of year
- $22,481
- Fair market value of assets
- $63,806
- Qualifying distributions
- $48,073
- Net investment income
- $1,486
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pauline W Wiessner 1039 S Oak Hills Way, Salt Lake City, UT 84108 | President | 2 | $0 |
| Andrew F Wiessner 911 Potato Patch, Vail, CO 81657 | Vice President | 0.2 | $0 |
| Nicholas W Larsen 244 Webster Street, Palo Alto, CA 94301 | Board Member | 0.2 | $0 |
| Silas W Larsen 15 Lee Avenue, Takoma Park, MD 20912 | Board Member | 0.2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pauline W Wiessner 1039 S Oak Hills Way, Salt Lake City, UT 84108 | President | 2 | $0 |
| Andrew F Wiessner 911 Potato Patch, Vail, CO 81657 | Vice President | 0.2 | $0 |
| Nicholas W Larsen 244 Webster Street, Palo Alto, CA 94301 | Board Member | 0.2 | $0 |
| Silas W Larsen 15 Lee Avenue, Takoma Park, MD 20912 | Board Member | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pauline W Wiessner 1039 S Oak Hills Way, Salt Lake City, UT 84108 | President | 2.5 | $0 |
| Andrew F Wiessner 911 Potato Patch, Vail, CO 81657 | Vice President | 0.2 | $0 |
| Nicholas W Larsen 244 Webster Street, Palo Alto, CA 94301 | Board Member | 0.2 | $0 |
| Silas W Larsen 15 Lee Avenue, Takoma Park, MD 20912 | Board Member | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 1039 S OAK HILLS WAY, SALT LAKE CTY, UT 84108-2023
- In care of
- % PAULINE W WIESSNER
- Signed the 990-PF
- Pauline W Wiessner, President
- Phone
- (801) 582-4050
- Return prepared by
- Squire & Company PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3904358
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $30,737
- Income (IRS master file)
- $51,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $51,586 | $48,223 | $30,737 | IRS |
| 990-PF | December 2024 | $31,630 | $43,431 | $25,354 | XML |
| 990-PF | December 2023 | $26,428 | $49,044 | $35,260 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-3904358).
Questions about TRADITION AND TRANSITION FUND
- What is the EIN of TRADITION AND TRANSITION FUND?
- The employer identification number (EIN) of TRADITION AND TRANSITION FUND is 20-3904358.
- Is TRADITION AND TRANSITION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to TRADITION AND TRANSITION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRADITION AND TRANSITION FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRADITION AND TRANSITION FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRADITION AND TRANSITION FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TRADITION AND TRANSITION FUND?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does TRADITION AND TRANSITION FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $51,586, expenses of $48,223 and total assets of $30,737 at year end.
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