Nonprofit · EIN 34-1974937
KERRY AND SIMONE VICKAR FAMILY FOUNDATION
Tax-exempt · CHARLOTTE, NC 28284
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $734,426 | $1,927,378 | -$1,192,952 | $11,366,482 | $0 | $11,366,482 |
| December 31, 2024 | 990-PF | $6,122,615 | $1,425,327 | $4,697,288 | $12,558,777 | $0 | $12,558,777 |
| December 31, 2023 | 990-PF | $6,165,025 | $1,801,309 | $4,363,716 | $7,877,736 | $0 | $7,877,736 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $394,242
- Net gain from sales of assets
- $338,166
- Other income
- $2,018
Expenses
- Grants and similar amounts paid
- $1,624,750
- Compensation of officers, directors and key employees
- $83,418
- Disbursements for charitable purposes
- $1,728,271
- Excise tax on investment income
- $8,581
Balance sheet and other
- Total assets, start of year
- $12,558,777
- Total assets, end of year
- $11,366,482
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,366,482
- Fair market value of assets
- $13,709,773
- Qualifying distributions
- $1,728,271
- Net investment income
- $732,408
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 |
|---|---|---|---|
| Simone D Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | President | 40 | $83,418 |
| Jeffery R Gifford 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Treasurer | 10 | $0 |
| Eric L Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Director | 0.1 | $0 |
| L Kerry Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Director | 10 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Simone D Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | President | 40 | $70,584 |
| L Kerry Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Director | 10 | $0 |
| Eric L Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Director | 0.1 | $0 |
| Jeffery R Gifford 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Treasurer | 10 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Simone D Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | President | 40 | $83,417 |
| Jeffery R Gifford 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Treasurer | 10 | $0 |
| L Kerry Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Director | 10 | $0 |
| Eric L Vickar 112 S Tryon Street, Suite 200, Charlotte, NC 28284 | Director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 112 S TRYON ST STE 200, CHARLOTTE, NC 28284-0010
- In care of
- % JEFF GIFFORD
- Signed the 990-PF
- Jeffrey R Gifford, Treasurer
- Phone
- (704) 910-8376
- Return prepared by
- Forvis Mazars 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 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
- 34-1974937
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,366,482
- Income (IRS master file)
- $2,720,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $734,426 | $1,927,378 | $11,366,482 | IRS |
| 990-PF | December 2024 | $6,122,615 | $1,425,327 | $12,558,777 | IRS |
| 990-PF | December 2023 | $6,165,025 | $1,801,309 | $7,877,736 | 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 34-1974937).
Questions about KERRY AND SIMONE VICKAR FAMILY FOUNDATION
- What is the EIN of KERRY AND SIMONE VICKAR FAMILY FOUNDATION?
- The employer identification number (EIN) of KERRY AND SIMONE VICKAR FAMILY FOUNDATION is 34-1974937.
- Is KERRY AND SIMONE VICKAR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to KERRY AND SIMONE VICKAR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KERRY AND SIMONE VICKAR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KERRY AND SIMONE VICKAR FAMILY 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 KERRY AND SIMONE VICKAR FAMILY 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 KERRY AND SIMONE VICKAR FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $83,418 (Simone D Vickar, President).
- How much revenue does KERRY AND SIMONE VICKAR FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $734,426, expenses of $1,927,378 and total assets of $11,366,482 at year end.
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