Nonprofit · EIN 94-6129856
TRACY FOUNDATION
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $160,661 | $247,897 | -$87,236 | $1,342,534 | $0 | $1,342,534 |
| January 31, 2024 | 990-PF | $155,831 | $253,460 | -$97,629 | $1,293,151 | $0 | $1,293,151 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Dividends
- $18,409
- Net gain from sales of assets
- $142,252
Expenses
- Grants and similar amounts paid
- $247,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $247,788
- Excise tax on investment income
- $2,233
Balance sheet and other
- Total assets, start of year
- $1,293,151
- Total assets, end of year
- $1,342,534
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,342,534
- Fair market value of assets
- $1,342,534
- Qualifying distributions
- $247,788
- Net investment income
- $160,661
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER TRACY 700 JOHN RINGLING BLVD APT 1612, SARASOTA, FL 34236 | PRESIDENT | 2 | $0 |
| SHERRY TRACY 700 JOHN RINGLING BLVD APT 1612, SARASOTA, FL 34236 | SECRETARY | 0.1 | $0 |
| ADAM TRACY 33 BOLINAS PO BOX 744, ROSS, CA 94957 | DIRECTOR | 0.1 | $0 |
| DAVID TRACY 1100 S RIVER POINTE LN, ST CLAIR, MI 48079 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended January 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER TRACY 700 JOHN RINGLING BLVD APT 1612, SARASOTA, FL 34236 | PRESIDENT | 2 | $0 |
| SHERRY TRACY 700 JOHN RINGLING BLVD APT 1612, SARASOTA, FL 34236 | SECRETARY | 0.1 | $0 |
| ADAM TRACY 33 BOLINAS PO BOX 744, ROSS, CA 94957 | DIRECTOR | 0.1 | $0 |
| DAVID TRACY 1100 S RIVER POINTE LN, ST CLAIR, MI 48079 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 700 JOHN RINGLING BLVD APT 1612, SARASOTA, FL 34236-1541
- Signed the 990-PF
- PETER E TRACY, PRESIDENT
- Phone
- (406) 270-8006
- Return prepared by
- WIPFLI 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6129856
- 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
- 1962
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,342,534
- Income (IRS master file)
- $253,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $160,661 | $247,897 | $1,342,534 | IRS |
| 990-PF | January 2024 | $155,831 | $253,460 | $1,293,151 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 94-6129856).
Questions about TRACY FOUNDATION
- What is the EIN of TRACY FOUNDATION?
- The employer identification number (EIN) of TRACY FOUNDATION is 94-6129856.
- Is TRACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to TRACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRACY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRACY FOUNDATION due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of TRACY FOUNDATION?
- The 990-PF for the year ended January 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does TRACY FOUNDATION have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $160,661, expenses of $247,897 and total assets of $1,342,534 at year end.
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