MODERA CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MODERA CHARITABLE FOUNDATION (EIN 20-2056601)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-12
- IRS object ID
- 202422569349101007
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-12T09:08:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202056601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Modera Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MODE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | thomas orecchio | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $90,832 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $93 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$1,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $42 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,083 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,608 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $104,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,677 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $116,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,832 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $116,394 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,163 | ExcessRevenueOverExpensesAmt |
| Subtotal | $75,231 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $75,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $32,048 | GrossSalesPriceAmt |
| Cost Or Other Basis | $34,020 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,972 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,972 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,972 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6 | SubtotalAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Tom Orecchio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Robert Siefert | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Mark Willoughby | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Sec, VP, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $97,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,321 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6 | TotalTaxAmt |
| Distributable Before Adj | $5,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,132 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,608 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $39,608 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,132 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $40,162 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,913 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,226 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,474 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,143 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,608 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,476 | RemainingDistriFromCorpusAmt |
| Total Corpus | $155,619 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,162 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $115,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,368 | ExcessFromYear4Amt |
| Excess From Year3 | $32,913 | ExcessFromYear3Amt |
| Excess From Year2 | $17,226 | ExcessFromYear2Amt |
| Excess From Year1 | $29,474 | ExcessFromYear1Amt |
| Excess From Current Year | $34,476 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Tom Orecchio | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24 FOUNDATION INC | |||||||
| PO BOX 31007 | CHARLOTTE | NC | 28231 | N/A | PC | Charitable Event | $1,000 |
| ALICES KIDS INC | |||||||
| 3212 WESSYNTON WAY | ALEXANDRIA | VA | 22309 | N/A | PC | General & Unrestricted | $250 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 309 WAVERLEY OAKS RD | WALTHAM | MA | 02452 | N/A | PC | General & Unrestricted | $500 |
| ALZHEIMERS NEW JERSEY INC | |||||||
| 425 EAGLE ROCK AVE STE 203 | ROSELAND | NJ | 07068 | N/A | PC | Charitable Event | $300 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY IN | |||||||
| 20 20TH ST | ASHEVILLE | NC | 28806 | N/A | PC | General & Unrestricted | $100 |
| ASSOCIATION OF NOTRE DAME CLUBS INC | |||||||
| 34 MEADOW CREEK LN | MALVERN | PA | 19355 | N/A | PC | Charitable Event | $500 |
| ATLANTA HUMANE SOCIETY & SOCIETY PREVENTION OF CRU | |||||||
| 1551 PERRY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $100 |
| BEREA COLLEGE | |||||||
| CPO 2214 | BEREA | KY | 40404 | N/A | PC | General & Unrestricted | $100 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 670 | OAKLAND | NJ | 07436 | N/A | PC | General & Unrestricted | $125 |
| CARING HOUSE INC | |||||||
| 2625 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $500 |
| CHARLOTTE BILINGUAL PRESCHOOL INC | |||||||
| 6300 HIGHLAND AVE | CHARLOTTE | NC | 28215 | N/A | PC | General & Unrestricted | $500 |
| CHARLOTTE RESCUE MISSION | |||||||
| 907 W 1ST ST | CHARLOTTE | NC | 28202 | N/A | PC | General & Unrestricted | $500 |
| CHILD ADVOCATES OF MONTGOMERY COUNTY INC | |||||||
| 505 N MAIN ST | CONROE | TX | 77301 | N/A | PC | General & Unrestricted | $250 |
| CHILDRENS HOPE ALLIANCE | |||||||
| 194 BARIUM SPRINGS DR | STATESVILLE | NC | 28677 | N/A | PC | General & Unrestricted | $500 |
| COLLEGETRACKS | |||||||
| 8737 COLESVILLE ROAD STE 1010 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $2,500 |
| COMMON WEALTH CHARLOTTE | |||||||
| GOODWILL OPPORTUNITY CAMPUS 5301 WI | CHARLOTTE | NC | 28208 | N/A | PC | General & Unrestricted | $500 |
| COMPASSIONATE CARE ALS INC | |||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | N/A | PC | General & Unrestricted | $500 |
| COMPASSUS LIVING FOUNDATION INC | |||||||
| 10 CADILLAC DR STE 400 | BRENTWOOD | TN | 37027 | N/A | PC | General & Unrestricted | $500 |
| CRISIS TEXT LINE INC | |||||||
| PO BOX 24163 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $250 |
| CROSSROADS PROGRAMS INC | |||||||
| 610 BEVERLY RANCOCAS RD | WILLINGBORO | NJ | 08046 | N/A | PC | General & Unrestricted | $500 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | Pancreatic Research Fund | $250 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | The Jimmy Fund | $100 |
| EMORY UNIVERSITY | |||||||
| 1440 CLIFTON ROAD NE STE 112 | ATLANTA | GA | 30322 | N/A | PC | Charitable Event | $500 |
| EPILEPSY FOUNDATION NEW ENGLAND INC | |||||||
| 650 SUFFOLK ST 405 | LOWELL | MA | 01854 | N/A | PC | Charitable Event | $250 |
| GREEK CHILDRENS FUND AT MEMORIAL SLOAN KETTERING C | |||||||
| PO BOX 541500 | FLUSHING | NY | 11354 | N/A | PC | General & Unrestricted | $500 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | N/A | PC | General & Unrestricted | $75 |
| HONOR FLIGHT NEW ENGLAND | |||||||
| PO BOX 16287 | HOOKSETT | NH | 03106 | N/A | PC | General & Unrestricted | $500 |
| INSPIREDU INC | |||||||
| 1550 SOUTHLAND CIR NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $100 |
| INTERNATIONAL MYELOMA FOUNDATION | |||||||
| 4400 COLDWATER CANYON AVE STE 300 | STUDIO CITY | CA | 91604 | N/A | PC | General & Unrestricted | $250 |
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||
| 411 E CLINTON AVE | TENAFLY | NJ | 07670 | N/A | PC | The Thurnauer School of Music | $1,000 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH ST 307 MARKEL HALL | EASTON | PA | 18042 | N/A | PC | Lafayette College Development & Training: Training The Street, Inc. | $4,500 |
| LANIER LIBRARY ASSN INC | |||||||
| 72 CHESTNUT ST | TRYON | NC | 28782 | N/A | PC | General & Unrestricted | $100 |
| LENOX HILL NEIGHBORHOOD HOUSE INC | |||||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | The Teaching Kitchen | $65 |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 50 FEDERAL ST 6TH FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $100 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | Funds to help children suffering from the devestating earthquake | $2,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 27432 | NEW YORK | NY | 10087 | N/A | PC | Charitable Event | $1,000 |
| METAVIVOR RESEARCH AND SUPPORT INC | |||||||
| 1783 FOREST DR 184 | ANNAPOLIS | MD | 21401 | N/A | PC | Charitable Event | $500 |
| MS 4 MS | |||||||
| PO BOX 511 | ARNOLD | MD | 21012 | N/A | PC | General & Unrestricted | $100 |
| MYERS PARK BAPTIST CHURCH | |||||||
| 1900 QUEENS RD | CHARLOTTE | NC | 28207 | N/A | PC | General & Unrestricted | $500 |
| NAPFA CONSUMER EDUCATION FOUNDATION | |||||||
| 8700 W BRYN MAWR AVE STE 700N | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $2,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $250 |
| NEW JERSEY STATE FEDERATION OF WOMENS CLUBS | |||||||
| 205 KINDERKAMACK RD | WESTWOOD | NJ | 07675 | N/A | PC | General & Unrestricted | $200 |
| NEXT STEP EQUAL EDUCATION | |||||||
| 1206 W 8TH ST | AUSTIN | TX | 78703 | N/A | PC | General & Unrestricted | $250 |
| P E O FOUNDATION | |||||||
| 3700 GRAND AVE | DES MOINES | IA | 50312 | N/A | PC | General & Unrestricted | $250 |
| PACE UNIVERSITY | |||||||
| 100 SUMMIT LAKE DR | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $250 |
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | Charitable Event | $500 |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BCH | CA | 90266 | N/A | PC | Charitable Event | $500 |
| PARKINSONS FOUNDATION INC | |||||||
| 200 SE 1ST ST STE 800 | MIAMI | FL | 33131 | N/A | PC | General & Unrestricted | $250 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON ST | WATERTOWN | MA | 02472 | N/A | PC | General & Unrestricted | $200 |
| POTTSTOWN REGIONAL PUBLIC LIBRARY | |||||||
| 500 E HIGH ST | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $500 |
| RUSTIC LOVE | |||||||
| 8507 WOLFTRAP RD | VIENNA | VA | 22182 | N/A | PC | General & Unrestricted | $250 |
| SERVE TO LEAD | |||||||
| PO BOX 1964 | ASHEVILLE | NC | 28802 | N/A | PC | General & Unrestricted | $500 |
| SOUTH SHORES BAPTIST CHURCH | |||||||
| 32712 CROWN VALLEY PKWY | DANA POINT | CA | 92629 | N/A | PC | General & Unrestricted | $200 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $228 |
| SUMMIT EDUCATIONAL FOUNDATION INC | |||||||
| PO BOX 268 | SUMMIT | NJ | 07902 | N/A | PC | General & Unrestricted | $100 |
| TAR RIVER CHORAL AND ORCHESTRAL SOCIETY INC | |||||||
| PO BOX 8255 | ROCKY MOUNT | NC | 27804 | N/A | PC | General & Unrestricted | $500 |
| THE HERREN PROJECT | |||||||
| PO BOX 131 | PORTSMOUTH | RI | 02871 | N/A | PC | Charitable Event | $250 |
| THE JED FOUNDATION | |||||||
| 530 7TH AVE STE 801 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $250 |
| THE PHOENIX CENTER INC | |||||||
| 16 MONSIGNOR OWENS PL | NUTLEY | NJ | 07110 | N/A | PC | General & Unrestricted | $1,500 |
| THE VI AND MILTON WEINSTEIN HOSPICE INC | |||||||
| 3150 HOWELL MILL RD NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $100 |
| UKULELE KIDS CLUB INC | |||||||
| 7901 4TH ST N STE 5563 | ST PETERSBURG | FL | 33702 | N/A | PC | General & Unrestricted | $100 |
| UNC HEALTH FOUNDATION INC | |||||||
| 123 W FRANKLIN ST 510 | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $100 |
| UNIVERSITY COMMUNITY SOCIAL SERVICES INC | |||||||
| PO BOX 230728 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $250 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 1660 DUKE ST | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $500 |
| WESTFIELD LINCOLN SCHOOL PTO | |||||||
| 728 WESTFIELD AVE | WESTFIELD | NJ | 07090 | N/A | PC | Project Playground | $1,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC | |||||||
| 140 CLARENDON ST STE 403 | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,083 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,154 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA INTERNATIONAL CORE EQUITY | $2,613 | $2,583 |
| DFA INVESTMENT GRADE PORTFOLIO | $2,961 | $2,647 |
| DFA U S CORE EQUITY 1 PORTFOLI | $2,635 | $2,821 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,470 | $1,791 |
| NATIONAL ADVISORS HOLDINGS INC | $56,700 | $72,001 |
| VANGUARD DIVIDEND APPRECIATION | $1,748 | $1,874 |
| VANGUARD SHORT-TERM CORPORATE | $1,949 | $1,960 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $35,083. This amount represents 25% or more of the Foundation's net assets of $120,238 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $4,500 | $4,500 | |
| Bank Charges | $359 | $359 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2022 | CategoryTxt |
| Amt | $42 | Amt |
Comments