Nonprofit · EIN 56-2145169
JERRY R LICARI FOUNDATION
Tax-exempt · CHARLOTTE, NC 28208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $108,789 | $71,431 | $37,358 | $1,217,243 | $51,000 | $1,166,243 |
| December 31, 2023 | 990-PF | $62,806 | $70,113 | -$7,307 | $1,182,885 | $54,000 | $1,128,885 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $250
- Dividends
- $30,468
- Interest
- $22
- Net gain from sales of assets
- $78,049
Expenses
- Grants and similar amounts paid
- $62,500
- Disbursements for charitable purposes
- $62,500
- Excise tax on investment income
- $1,397
Balance sheet and other
- Total assets, start of year
- $1,182,885
- Total assets, end of year
- $1,217,243
- Total liabilities, end of year
- $51,000
- Net assets, end of year
- $1,166,243
- Fair market value of assets
- $1,387,254
- Qualifying distributions
- $62,500
- Net investment income
- $108,539
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY LICARI 1949 LELA AVENUE, CHARLOTTE, NC 28208 | PRESIDENT | 5 | $0 |
| TERESA M LICARI 2910 SELWYN AVENUE UNIT 404, CHARLOTTE, NC 28209 | SECRETARY | 1 | $0 |
| GINA M LICARI 2219 WINTER STREET, CHARLOTTE, NC 28205 | DIRECTOR | 1 | $0 |
| MARK S LICARI 1334 DOUGLAS STREET, LOS ANGELES, CA 90026 | VICE PRESIDE | 1 | $0 |
| BRIAN T LICARI 1410 EMERICH STREET, PHILADEPHIA, PA 19125 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY LICARI 528 DUBOIS COURT, CHARLOTTE, NC 28208 | PRESIDENT | 1 | $0 |
| TERESA M LICARI 2910 SELWYN AVENUE UNIT 404, CHARLOTTE, NC 28209 | SECRETARY | 1 | $0 |
| GINA M LICARI 2219 WINTER STREET, CHARLOTTE, NC 28205 | DIRECTOR | 1 | $0 |
| MARK S LICARI 1334 DOUGLAS STREET, LOS ANGELES, CA 90026 | VICE PRESIDE | 1 | $0 |
| BRIAN T LICARI 1410 EMERICH STREET, PHILADEPHIA, PA 19125 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1949 LELA AVE, CHARLOTTE, NC 28208-4863
- In care of
- % JERRY R LICARI
- Signed the 990-PF
- JERRY LICARI, PRESIDENT
- Phone
- (704) 904-0223
- Return prepared by
- LICARI LARSEN AND COMPANY
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 | Not 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
- 56-2145169
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,217,243
- Income (IRS master file)
- $196,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $108,789 | $71,431 | $1,217,243 | XML |
| 990-PF | December 2023 | $62,806 | $70,113 | $1,182,885 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 56-2145169).
Questions about JERRY R LICARI FOUNDATION
- What is the EIN of JERRY R LICARI FOUNDATION?
- The employer identification number (EIN) of JERRY R LICARI FOUNDATION is 56-2145169.
- Is JERRY R LICARI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to JERRY R LICARI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY R LICARI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY R LICARI FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JERRY R LICARI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JERRY R LICARI FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does JERRY R LICARI FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $108,789, expenses of $71,431 and total assets of $1,217,243 at year end.
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