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Nonprofit · EIN 47-5363033

TRACE FOUNDATION

Tax-exempt · ANNAPOLIS, MD 21401

Financials

$389K$196K2023$299K$169K2024$436K$348K2025
Revenue Expenses · by fiscal year end
Financials of TRACE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$436,017$348,265$87,752$2,976,572$39$2,976,533
December 31, 2024990-PF$298,508$168,839$129,669$2,889,995$35$2,889,960
December 31, 2023990-PF$388,940$195,927$193,013$2,675,520$30$2,675,490
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$200,000
Dividends
$99,436
Interest
$6,871
Net gain from sales of assets
$129,710

Expenses

Grants and similar amounts paid
$276,625
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$337,689
Excise tax on investment income
$3,134

Balance sheet and other

Total assets, start of year
$2,889,995
Total assets, end of year
$2,976,572
Total liabilities, end of year
$39
Net assets, end of year
$2,976,533
Fair market value of assets
$2,976,572
Qualifying distributions
$337,689
Net investment income
$236,017

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.

NameTitleHours / weekCompensation
ALEXANDRA ADDISON
701-6018 IONA DRIVE, VANCOUVER, BC V6T 2L1, CA
PRESIDENT0$0
JESSIE REYNOLDS O'NEIL
64 MT CASCADE CLOSE SE, CALGARY, AB T2Z2K5, CA
TREASURER0$0
PIA MIKKOLA-VINING
5 PARK PLACE 732, ANNAPOLIS, MD 21401
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ALEXANDRA WRAGE
92 QUARTER LANDING ROAD, ANNAPOLIS, MD 21403
PRESIDENT0$0
JOSH WALLENSTEIN
13543 N TRACEWOOD BEND, HOUSTON, TX 77077
DIRECTOR0$0
JONATHAN DRIMMER
6307 BROAD BRANCH RD, CHEVY CHASE, MD 20815
DIRECTOR0$0
JESSIE REYNOLDS O'NEIL
64 MT CASCADE CLOSE SE, CALGARY, AB T2Z2K5, CA
TREASURER0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
ALEXANDRA WRAGE
92 QUARTER LANDING ROAD, ANNAPOLIS, MD 21403
PRESIDENT0$0
JOSH WALLENSTEIN
13543 N TRACEWOOD BEND, HOUSTON, TX 77077
DIRECTOR0$0
AMY SOMMERS
5738 E GREEN LAKE WAY NORTH, SEATTLE, WA 98103
TREASURER0$0
JONATHAN DRIMMER
6307 BROAD BRANCH RD, CHEVY CHASE, MD 20815
DIRECTOR0$0
JESSIE REYNOLDS O'NEIL
64 MT CASCADE CLOSE SE, CALGARY, AB T2Z2K5, CA
DIRECTOR0$0

Address and contacts

Address (IRS master file)
151 WEST ST STE 300, ANNAPOLIS, MD 21401-2853
In care of
% ALEXANDRA WRAGE
Signed the 990-PF
ALEXANDRA ADDISON, PRESIDENT
Phone
(410) 990-0076
Return prepared by
CLIFTONLARSONALLEN LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-5363033
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,976,572
Income (IRS master file)
$1,625,547

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$436,017$348,265$2,976,572XML
990-PFDecember 2024$298,508$168,839$2,889,995IRS
990-PFDecember 2023$388,940$195,927$2,675,520XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 47-5363033).

Questions about TRACE FOUNDATION

What is the EIN of TRACE FOUNDATION?
The employer identification number (EIN) of TRACE FOUNDATION is 47-5363033.
Is TRACE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to TRACE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRACE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of TRACE FOUNDATION 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 TRACE FOUNDATION 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 TRACE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does TRACE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $436,017, expenses of $348,265 and total assets of $2,976,572 at year end.

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