Nonprofit · EIN 83-6709544
NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION
Also known as BRIAN S JONES TTEE
Tax-exempt · CHARLOTTE, NC 28211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $262,578 | $269,691 | -$7,113 | $4,771,163 | $0 | $4,771,163 |
| December 31, 2024 | 990-PF | $304,921 | $270,872 | $34,049 | $4,441,961 | $0 | $4,441,961 |
| December 31, 2023 | 990-PF | $121,945 | $288,890 | -$166,945 | $4,286,061 | $0 | $4,286,061 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,548
- Interest
- $79,102
- Net gain from sales of assets
- $119,928
Expenses
- Grants and similar amounts paid
- $206,333
- Compensation of officers, directors and key employees
- $23,264
- Disbursements for charitable purposes
- $207,708
- Excise tax on investment income
- $2,967
Balance sheet and other
- Total assets, start of year
- $4,441,961
- Total assets, end of year
- $4,771,163
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,771,163
- Fair market value of assets
- $5,289,641
- Qualifying distributions
- $207,708
- Net investment income
- $252,187
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 |
|---|---|---|---|
| BRIAN S JONES 4500 CAMERON VALLEY PKY STE 270, CHARLOTTE, NC 28211 | TRUSTEE | 5 | $23,264 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN S JONES 4500 CAMERON VALLEY PKY STE 270, CHARLOTTE, NC 28211 | TRUSTEE | 5 | $22,935 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN S JONES 4500 CAMERON VALLEY PKY STE 270, CHARLOTTE, NC 28211 | TRUSTEE | 5 | $22,204 |
Address and contacts
- Address (IRS master file)
- 4500 CAMERON VALLEY PKWY STE 270, CHARLOTTE, NC 28211-3880
- In care of
- % BRIAN S JONES
- Signed the 990-PF
- BRIAN S JONES, TRUSTEE
- Phone
- (704) 235-1890
- Return prepared by
- CARTER P C
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
- 83-6709544
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,771,163
- Income (IRS master file)
- $1,830,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $262,578 | $269,691 | $4,771,163 | IRS |
| 990-PF | December 2024 | $304,921 | $270,872 | $4,441,961 | XML |
| 990-PF | December 2023 | $121,945 | $288,890 | $4,286,061 | 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 83-6709544).
Questions about NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION
- What is the EIN of NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION?
- The employer identification number (EIN) of NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION is 83-6709544.
- Is NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NICHOLAS A CASPERO AND TOMIKO VASEY 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 NICHOLAS A CASPERO AND TOMIKO VASEY 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 NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,264 (BRIAN S JONES, TRUSTEE).
- How much revenue does NICHOLAS A CASPERO AND TOMIKO VASEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,578, expenses of $269,691 and total assets of $4,771,163 at year end.
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