2023-05-02T13:24:51-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 202056601 Modera Charitable Foundation % Foundation Source MODE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 thomas orecchio president 8008391754 2023-04-27 true thomas orecchio 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 120238 X 50683 22 22 1384 1384 1981 48709 1981 54070 3387 0 7 7 74 4395 370 4025 4476 377 4025 31929 31929 36405 377 35954 17665 3010 7798 12299 12299 90931 104095 107939 98729 116394 120238 0 0 X 98729 116394 98729 116394 98729 116394 98729 17665 116394 116394 Publicly-traded Securities 48709 46728 1981 1981 1981 42 42 42 0 0 42 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false 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 123804 8617 0 132421 0 132421 1986 130435 6522 6522 42 42 6480 6480 6480 35954 0 0 0 0 35954 6480 2020 2019 2018 9373 40162 1368 32913 17226 101042 35954 6480 29474 130516 0 9373 121143 40162 1368 32913 17226 29474 Tom Orecchio X ALZHEIMERS NEW JERSEY INC 425 EAGLE ROCK AVE STE 203 ROSELAND NJ 07068 N/A PC General & Unrestricted 300 AMERICAN CANCER SOCIETY INC PO BOX 22718 OKLAHOMA CITY OK 73123 N/A PC General & Unrestricted 500 AMERICAN CANCER SOCIETY INC PO BOX 22718 OKLAHOMA CITY OK 73123 N/A PC Charitable Event 100 AMERICAN DIABETES ASSOCIATION INC PO BOX 7023 MERRIFIELD VA 22116 N/A PC General & Unrestricted 250 AMERICAN KIDNEY FUND INC 11921 ROCKVILLE PIKE STE 300 ROCKVILLE MD 20852 N/A PC General & Unrestricted 1000 CAJUN RELIEF FOUNDATION INC 4400-A AMBASSADOR CAFFERY PKWY 342 LAFAYETTE LA 70508 N/A PC General & Unrestricted 250 CHARLOTTE RESCUE MISSION 907 W 1ST ST CHARLOTTE NC 28202 N/A PC General & Unrestricted 100 CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON PA 19341 N/A PC Summer Food Program 750 CITRUS COUNTY FAMILY RESOURCE CENTER INC 3660 N CARL G ROSE HWY HERNANDO FL 34442 N/A PC Gifts for Children 300 DANA FARBER CANCER INSTITUTE INC PO BOX 849168 BOSTON MA 02284 N/A PC The research program directed by Glenn Hanna, M.D. 1000 DANA FARBER CANCER INSTITUTE INC PO BOX 849168 BOSTON MA 02284 N/A PC General & Unrestricted 500 DELAWARE HOSPICE INC 16 POLLY DRUMMOND SHOPPING CENTER NEWARK DE 19711 N/A PC General & Unrestricted 1000 EMORY UNIVERSITY 1440 CLIFTON ROAD NE STE 112 ATLANTA GA 30322 N/A PC Charitable Event 500 FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 N/A PC General & Unrestricted 2000 G FRED DIBONA JR MEMORIAL FOUNDATION PO BOX 315 GLADWYNE PA 19035 N/A PC Charitable Event 5500 GARDEN CLUB OF VIRGINIA INC 12 E FRANKLIN ST RICHMOND VA 23219 N/A PC General & Unrestricted 100 HOPE CHRISTIAN SERVICES 700 MOUNTAIN AVE WYCKOFF NJ 07481 N/A PC General & Unrestricted 100 INTERNATIONAL TENNIS HALL OF FAME INCORPORATED 194 BELLEVUE AVE NEWPORT RI 02840 N/A PC General & Unrestricted 500 JDRF INTERNATIONAL 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 N/A PC General & Unrestricted 750 LAFAYETTE COLLEGE 730 HIGH ST 307 MARKEL HALL EASTON PA 18042 N/A PC Training The Street, Inc. 4500 LOAVES & FISHES - FRIENDSHIP TRAYS INC 648 GRIFFITH RD STE B CHARLOTTE NC 28217 N/A PC General & Unrestricted 50 MARBLEJAM KIDS INC 214 STATE ST STE 204 HACKENSACK NJ 07601 N/A PC General & Unrestricted 500 MARY DIAZ PANCREATIC CANCER FUND 600 FAIR OAKS AVE OAK PARK IL 60302 N/A PC General & Unrestricted 500 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 21741 N/A PC Charitable Event 100 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 250 METAVIVOR RESEARCH AND SUPPORT INC 1783 FOREST DR 184 ANNAPOLIS MD 21401 N/A PC Charitable Event 500 NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN 747 3RD AVE FL 33C NEW YORK NY 10017 N/A PC General & Unrestricted 100 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 100 NEW JERSEY COMMUNITY DEVELOPMENT CORPORATION INC 32 SPRUCE ST 3RD FLOOR PATERSON NJ 07501 N/A PC Summer programs and meals. 750 OLD COLONY HOSPICE INC 321 MANLEY ST W BRIDGEWATER MA 02379 N/A PC General & Unrestricted 1000 PAN-MASSACHUSETTS CHALLENGE INC 77 4TH AVE NEEDHAM MA 02494 N/A PC Charitable Event 125 PARKINSON ASSOCIATION OF SW FL INC 2575 NORTHBROOKE PLZ DRIVE BUILDI NAPLES FL 34119 N/A PC General & Unrestricted 250 PROJECT JUST BECAUSE INC 5 POND ST HOPKINTON MA 01748 N/A PC General & Unrestricted 250 RAZOM INC 140 2ND AVE STE 305 NEW YORK NY 10003 N/A PC General & Unrestricted 500 RICHARDSON RESCUE 1968 GARVIN RD YORK SC 29745 N/A PC General & Unrestricted 50 SALUTE TO HEROES CHARLOTTE 11809 PHEASANT LN CHARLOTTE NC 28277 N/A PC General & Unrestricted 500 SECOND HARVEST FOOD BANK OF METROLINA INC 500 SPRATT ST STE B CHARLOTTE NC 28206 N/A PC Summer food program for children. 750 SHEFA SCHOOL 180 AMSTERDAM AVE NEW YORK NY 10023 N/A PC General & Unrestricted 350 SOUTH BOSTON NEIGHBORHOOD HOUSE INC 136 H ST SOUTH BOSTON MA 02127 N/A PC Charitable Event 50 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 1100 SUMMIT SPEECH SCHOOL 705 CENTRAL AVE NEW PROVIDENCE NJ 07974 N/A PC General & Unrestricted 500 THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC 3833 CLEGHORN AVE NASHVILLE TN 37215 N/A PC Proverbs 1210 Animal Rescue 53 THE FRANCIS OUIMET SCHOLARSHIP FUND INC 300 ARNOLD PALMER BLVD NORTON MA 02766 N/A PC General & Unrestricted 100 THE MICHAEL LISNOW RESPITE CENTER INC 112 MAIN ST HOPKINTON MA 01748 N/A PC Charitable Event 100 THE PATH OF CITRUS COUNTY INC 21 S MELBOURNE ST BEVERLY HILLS FL 34465 N/A PC General & Unrestricted 61 THE PHOENIX CENTER INC 16 MONSIGNOR OWENS PL NUTLEY NJ 07110 N/A PC General & Unrestricted 1500 THORNCROFT EQUESTRIAN CENTER THERAPEUTIC HORSEBACK RIDING INC 19 MALVERN PA 19355 N/A PC General & Unrestricted 250 TRUSTEES OF THE FREE PUBLIC LIBRARY OF HARRINGTON 10 HERRING ST HARRINGTON PK NJ 07640 N/A PC General & Unrestricted 100 UNITED STATES FUND FOR UNICEF 125 MAIDEN LN 10TH FLR NEW YORK NY 10038 N/A PC Children of Ukraine 1000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 N/A PC General & Unrestricted 250 YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC 140 CLARENDON ST BOSTON MA 02116 N/A PC General & Unrestricted 240 31929 14 22 14 1384 18 1981 3387 3387 false false false false false false false false false false X X 1 Modera Wealth Management c/o Finance Department 56 Jefferso Westwood NJ 07675 50000 X DFA EMERGING MARKETS CORE EQ P 2190 1886 DFA INTERNATIONAL CORE EQUITY 4224 3682 DFA INVESTMENT GRADE PORTFOLIO 2961 2563 DFA U S CORE EQUITY 1 PORTFOLI 4643 4106 DFA U.S. SMALL CAP VALUE PORTF 1470 1566 ISHARES CORE MSCI EMERGING MAR 1293 1027 ISHARES MSCI EAFE SMALL CAP IN 5018 4067 JPMORGAN DIVERSIFIED RETURN US 3493 3317 NATIONAL ADVISORS HOLDINGS INC 56701 64801 PIMCO FUNDS FOREIGN BOND FUND 1111 966 VANGUARD DIVIDEND APPRECIATION 8974 8807 VANGUARD SHORT-TERM CORPORATE 7515 7352 VANGUARD TOTAL BOND MARKET IND 4502 3799 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, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $31,929. This amount represents 25% or more of the Foundation's net assets of $112,333 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. 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. Administrative Fees 4000 4000 Bank Charges 370 370 State or Local Filing Fees 25 25 Investment Management Services 7 7 990-PF Excise Tax for 2021 74