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Nonprofit · EIN 31-0988108

NORMAN & CAROL TRAEGER FOUNDATION INC

Tax-exempt · POWELL, OH 43065

Financials

$366K$263K2023$330K$167K2024$280K$223K2025
Revenue Expenses · by fiscal year end
Financials of NORMAN & CAROL TRAEGER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$280,159$223,484$56,675$3,389,847$0$3,389,847
April 30, 2025990-PF$330,273$167,333$162,940$3,333,172$0$3,333,172
April 30, 2024990-PF$365,684$263,233$102,451$3,170,232$0$3,170,232
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$100,251
Interest
$19,989
Net gain from sales of assets
$158,743
Other income
$1,176

Expenses

Grants and similar amounts paid
$191,700
Disbursements for charitable purposes
$191,700
Excise tax on investment income
$1,246

Balance sheet and other

Total assets, start of year
$3,333,172
Total assets, end of year
$3,389,847
Total liabilities, end of year
$0
Net assets, end of year
$3,389,847
Fair market value of assets
$4,782,740
Qualifying distributions
$191,700
Net investment income
$121,416

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
Norman L Traeger
3700 Paradise Dr, Belvedere Tiburon, CA 94920
Trustee6$0
Carol Traeger
3700 Paradise Dr, Columbus, OH 43229
Trustee2$0
Jamie Traeger-Muney
3700 Paradise Dr, Belvedere Tiburon, CA 94920
Trustee0$0
990-PF for the year ended April 30, 2025: 3 people
NameTitleHours / weekCompensation
Norman L Traeger
3700 Paradise Dr, Belvedere Tiburon, CA 94920
Trustee6$0
Carol Traeger
3700 Paradise Dr, Columbus, OH 43229
Trustee2$0
Jamie Traeger-Muney
3700 Paradise Dr, Belvedere Tiburon, CA 94920
Trustee0$0
990-PF for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
Norman L Traeger
3700 Paradise Dr, Belvedere Tiburon, CA 94920
Trustee6$0
Carol Traeger
3700 Paradise Dr, Columbus, OH 43229
Trustee2$0
Jamie Traeger-Muney
3700 Paradise Dr, Belvedere Tiburon, CA 94920
Trustee0$0

Address and contacts

Address (IRS master file)
3791 ATTUCKS DR, POWELL, OH 43065-6080
In care of
% NORMAN TRAEGER
Signed the 990-PF
NORMAN TRAEGER, Trustee
Phone
(614) 846-3600
Return prepared by
Contemporary Business Solutions Inc

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, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
31-0988108
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
1980
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$3,389,847
Income (IRS master file)
$1,392,783

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$280,159$223,484$3,389,847XML
990-PFApril 2025$330,273$167,333$3,333,172XML
990-PFApril 2024$365,684$263,233$3,170,232XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2019–––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 31-0988108).

Questions about NORMAN & CAROL TRAEGER FOUNDATION INC

What is the EIN of NORMAN & CAROL TRAEGER FOUNDATION INC?
The employer identification number (EIN) of NORMAN & CAROL TRAEGER FOUNDATION INC is 31-0988108.
Is NORMAN & CAROL TRAEGER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to NORMAN & CAROL TRAEGER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NORMAN & CAROL TRAEGER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of NORMAN & CAROL TRAEGER FOUNDATION INC due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NORMAN & CAROL TRAEGER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of NORMAN & CAROL TRAEGER FOUNDATION INC?
The 990-PF for the year ended April 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does NORMAN & CAROL TRAEGER FOUNDATION INC have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $280,159, expenses of $223,484 and total assets of $3,389,847 at year end.

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