THE CAREY FOUNDATION INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE CAREY FOUNDATION INC (EIN 45-4907360)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349211777
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:18:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVE FL 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101690005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454907360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAREY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARE | BusinessNameControlTxt |
| Phone | 9175029343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 W SADDLE RIVER RD | AddressLine1Txt |
| City | SADDLE RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074582618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA LANCASTER-CAREY | PersonNm |
| Person Title | PRESIDENT/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9175029343 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | LANCASTER-CAREY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YIGIT UCTUM CPA | PreparerPersonNm |
| PTIN | P01269549 | PTIN |
| Phone | 2125511724 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | CAREYFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $122,276 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $112,020 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $959 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $9,297 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,783 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $1,514 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $114,493 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $63,102 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $34,382 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $24,197 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,744 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $49,610 | OtherExpensesTotalAmt |
| Total Expenses | $173,035 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$58,542 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $309,920 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $251,378 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,576 | BOYAmt |
| EOY | $260,014 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,344 | BOYAmt |
| EOY | $1,861 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,920 | BOYAmt |
| EOY | $261,875 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,497 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,920 | BOYAmt |
| EOY | $251,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDE SUPPORT FOR WOMEN AND MEN DIAGNOSED WITH BREAST CANCER, SURVIVORS, AND THEIR FAMILY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE CAREY FOUNDATION RAISES FUNDS AND, THROUGH OUR GRANT PROGRAM, ALLOCATES THE FUNDS TO OTHER ORGANIZATIONS, WHICH IN TURN, DISTRIBUTE THE FUNDS TO MEN AND WOMEN WITH BREAST CANCER. THESE GRANTS HELP COVER INCIDENTAL COSTS NOT COVERED BY INSURANCE SUCH AS CHILDCARE, WIGS, LYMPHEDEMA GARMENTS, MORTGAGE PAYMENTS, AND TRANSPORTATION. OUR GRANTS ALSO FUND A RESOURCE PROGRAM THAT HELPS NAVIGATE THE NEWLY DIAGNOSED PATIENTS AND SURVIVORS THROUGH THE OVERWHELMING TASK OF RESEARCHING, APPLYING FOR, AND RECEIVING FINANCIAL SUPPORT. TO MAINTAIN DIRECT CONTACT WITH OUR COMMUNITY OF BREAST CANCER SURVIVORS, WE OFFER A SMALL GRANT PROGRAM TO COVER GAS AND GROCERY EXPENSES. TO RECEIVE FUNDS THE PATIENT MUST SUPPLY PROOF OF DIAGNOSIS FROM HIS/HER PHYSICIAN. WE ALSO PROVIDE CHEER PACKAGES THAT INCLUDE VARIOUS ITEMS; PATIENTS CAN NOMINATE THEMSELVES, A FAMILY MEMBER OR FRIEND. THE NOMINEE WILL RECEIVE A SET OF POSTCARDS WITH A SPECIAL NOTE FROM LINDA, THE CO-FOUNDER AND BREAST CANCER SURVIVOR, ALONG WITH SOME OTHER TREATS, DEPENDING ON WHAT SUPPLIES OR PRODUCTS WE HAVE AVAILABLE, THAT WE SHIP TO RANDOMLY SELECTED INDIVIDUALS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $63,102 | GrantsAndAllocationsAmt |
| Program Service Expenses | $111,488 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $111,488 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LINDA LANCASTER-CAREY | ||||
| PRESIDENT/EXECUTIVE DIRECTOR | 40.00 | $34,382 | $0 | $0 |
| BOB CAREY | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| MARYBETH LEET | ||||
| SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| JESSICA DOELLING | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCELA SHINE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA LANCASTER-CAREY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 W SADDLE RIVER RD | AddressLine1Txt |
| City | SADDLE RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074582618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9175029343 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,020 | CurrentTaxYearAmt |
| Total | $834,445 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,020 | CurrentTaxYearAmt |
| Total | $834,445 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $288,116 | SubstantialContributorsTotAmt |
| Public Support Total170 | $546,329 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $959 | CurrentTaxYearAmt |
| Total | $1,482 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $835,927 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $70,682 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 959. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 9,297. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 7,783. GROSS PROFIT: 1,514. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 7,783. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 7,783. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SUPPORT PATHWAYS WOMEN'S CANCER SUPPORT. GRANTEE NAME: THE CONNECTION. GRANTEE ADDRESS: 79 MAPLE ST SUMMIT, NJ 07901. GRANTEE RELATIONSHIP: N/A. AMOUNT GIVEN: 7,050. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: COVID-19 ASSISTANCE. GRANTEE NAME: VITAL OPERATIONS INTERNATIONAL. GRANTEE ADDRESS: 203 MAIN ST, STE 179 FLEMINGTON, NJ 08822. GRANTEE RELATIONSHIP: N/A. AMOUNT GIVEN: 50,450. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 57,500. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,940. DESCRIPTION: TRAVEL. AMOUNT: 2,956. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,863. DESCRIPTION: INSURANCE. AMOUNT: 516. DESCRIPTION: ADVERTISING. AMOUNT: 24,389. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 12,882. DESCRIPTION: OTHER EXPENSES. AMOUNT: 64. TOTAL TO FORM 990-EZ, LINE 16: 49,610. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,795. END OF YEAR AMOUNT: 678. DESCRIPTION: PLEDGES AND GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 57,049. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 0. DESCRIPTION: RECEIVABLE FROM CURRENT OFFICER. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,183. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,497. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |