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Nonprofit · EIN 27-0184541

TRAGER FAMILY FOUNDATION INC

Tax-exempt · JACKSONVILLE, FL 32256

Financials

$221K$412K2022$451K$375K2023$201K$322K2024
Revenue Expenses · by fiscal year end
Financials of TRAGER FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$200,947$322,137-$121,190$319,329$0$319,329
April 30, 2024990-PF$451,126$375,275$75,851$440,519$0$440,519
April 30, 2023990-PF$221,056$412,368-$191,312$364,668$0$364,668
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$189,413
Interest
$14,548
Net gain from sales of assets
-$3,014

Expenses

Grants and similar amounts paid
$308,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$308,000
Excise tax on investment income
$1,991

Balance sheet and other

Total assets, start of year
$440,519
Total assets, end of year
$319,329
Total liabilities, end of year
$0
Net assets, end of year
$319,329
Fair market value of assets
$319,329
Qualifying distributions
$308,000
Net investment income
$151,846

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALAN S TRAGER
9273 RIVER SHORES LN, JACKSONVILLE, FL 32257
PRESIDENT/DIR0$0
JASON M TRAGER
7776 MOUNT RANIER DR, JACKSONVILLE, FL 32256
VP, SEC, TREAS.0$0
DAVID S TRAGER
123 1ST ST S 602, JACKSONVILLE, FL 32250
VP, DIRECTOR0$0
990-PF for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
ALAN S TRAGER
9273 RIVER SHORES LN, JACKSONVILLE, FL 32257
PRESIDENT/DIR0$0
JASON M TRAGER
7776 MOUNT RANIER DR, JACKSONVILLE, FL 32256
VP, SEC, TREAS.0$0
DAVID S TRAGER
123 1ST ST S 602, JACKSONVILLE, FL 32250
VP, DIRECTOR0$0
990-PF for the year ended April 30, 2023: 3 people
NameTitleHours / weekCompensation
ALAN S TRAGER
9273 RIVER SHORES LN, JACKSONVILLE, FL 32257
PRESIDENT/DIR0$0
JASON M TRAGER
7776 MOUNT RANIER DR, JACKSONVILLE, FL 32256
VP, SEC, TREAS.0$0
DAVID S TRAGER
123 1ST ST S 602, JACKSONVILLE, FL 32250
VP, DIRECTOR0$0

Address and contacts

Address (IRS master file)
5150 BELFORT RD BLDG 100, JACKSONVILLE, FL 32256-6044
In care of
% ANSBACHER & SCHNEIDER
Signed the 990-PF
JASON M TRAGER, VP, SEC, TREAS.
Phone
(904) 296-0100
Return prepared by
SHORSTEIN & SHORSTEIN PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
27-0184541
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
2009
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$319,329
Income (IRS master file)
$352,360

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$200,947$322,137$319,329XML
990-PFApril 2024$451,126$375,275$440,519XML
990-PFApril 2023$221,056$412,368$364,668XML
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 2018–––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 27-0184541).

Questions about TRAGER FAMILY FOUNDATION INC

What is the EIN of TRAGER FAMILY FOUNDATION INC?
The employer identification number (EIN) of TRAGER FAMILY FOUNDATION INC is 27-0184541.
Is TRAGER FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to TRAGER FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRAGER FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of TRAGER FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRAGER FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of TRAGER FAMILY FOUNDATION INC?
The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does TRAGER FAMILY FOUNDATION INC have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $200,947, expenses of $322,137 and total assets of $319,329 at year end.

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