MODERA CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MODERA CHARITABLE FOUNDATION (EIN 20-2056601)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-26
IRS object ID
202211169349100336
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-04-26T10:10:53-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202056601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Modera Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMODEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personthomas orecchioPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-04-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstthomasPersonFirstNm
Person LastorecchioPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$112,333FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,720ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,291DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,291DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,592GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,353CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,365TotalRevAndExpnssAmt
Total Net Invst Incm$5,645TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,373OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$348OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,418TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$348TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,382ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,382ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,800TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$348TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,407TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,435ExcessRevenueOverExpensesAmt
Net Investment Income$5,297NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,816SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,798SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,798SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$98,348CorporateStockBOYAmt
Corporate Stock EOY$90,931CorporateStockEOYAmt
Corporate Stock EOYFMV$104,535CorporateStockEOYFMVAmt
Total Assets BOY$102,164TotalAssetsBOYAmt
Total Assets EOY$98,729TotalAssetsEOYAmt
Total Assets EOYFMV$112,333TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$102,164RetainedEarningBOYAmt
Retained Earning EOY$98,729RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$102,164TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$98,729TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,164TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$98,729TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,164TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,435ExcessRevenueOverExpensesAmt
Subtotal$98,729SubtotalAmt
Tot Net Ast Or Fund Balances EOY$98,729TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$32,592GrossSalesPriceAmt
Cost Or Other Basis$28,239CostOrOtherBasisAmt
Gain Or Loss$4,353GainOrLossAmt
Gains Minus Excess Or Losses$4,353GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,353CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$74InvestmentIncomeExciseTaxAmt
Subtotal$74SubtotalAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$74TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Tom Orecchio
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Robert Siefert
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, VP1.0$0$0$0
Mark Willoughby
Foundation Source 501 Silverside RdWilmingtonDE198091377Assistant Sec, VP, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$115,982AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,017AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$126,999TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$126,999AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,905CashDeemedCharitableAmt
Net Vl Noncharitable Assets$125,094NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,255MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,255MinimumInvestmentReturnAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Total Tax$74TotalTaxAmt
Distributable Before Adj$6,181DistributableBeforeAdjAmt
Distributable Before Ded$6,181DistributableBeforeDedAmt
Distributable As Adjusted$6,181DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,407ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$23,407QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,181DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$8,031ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,373ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$40,162ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,368ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,913ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$91,847TotalExcessDistributionCyovAmt
Qualifying Distributions$23,407QualifyingDistributionsAmt
Applied To Current Year$6,181AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,226RemainingDistriFromCorpusAmt
Total Corpus$109,073TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,031ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$101,042ExcessDistriCyovToNextYrAmt
Excess From Year4$9,373ExcessFromYear4Amt
Excess From Year3$40,162ExcessFromYear3Amt
Excess From Year2$1,368ExcessFromYear2Amt
Excess From Year1$32,913ExcessFromYear1Amt
Excess From Current Year$17,226ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTom OrecchioContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN DIABETES ASSOCIATION INC
PO BOX 7023MERRIFIELDVA22116N/APCGeneral & Unrestricted$100
AVOW HOSPICE INC
1095 WHIPPOORWILL LNNAPLESFL34105N/APCGeneral & Unrestricted$100
BE THE MATCH FOUNDATION
500 N 5TH STMINNEAPOLISMN55401N/APCGeneral & Unrestricted$100
BOY SCOUTS OF AMERICA
13228 N CENTRAL AVETAMPAFL33612N/APCGeneral & Unrestricted$250
BOYS & GIRLS CLUBS OF CITRUS COUNTY INC
PO BOX 907LECANTOFL34460N/APCGeneral & Unrestricted$1,500
CAROLINA CARING INC
3975 ROBINSON RDNEWTONNC28658N/APCGeneral & Unrestricted$1,000
CENTER FOR FOOD ACTION IN NEW JERSEY
192A W DEMAREST AVEENGLEWOODNJ07631N/APCGeneral & Unrestricted$100
CHARLOTTE RESCUE MISSION
907 W 1ST STCHARLOTTENC28202N/APCGeneral & Unrestricted$500
CITIZENS CLIMATE EDUCATION CORP
1330 ORANGE AVE STE 309CORONADOCA92118N/APCGeneral & Unrestricted$250
CITRUS COUNTY FAMILY RESOURCE CENTER INC
3660 N CARL G ROSE HWYHERNANDOFL34442N/APCGeneral & Unrestricted$500
COMMUNITY FOOD BANK OF CITRUS COUNTY INC
5259 W CARDINAL ST BLDG AHOMOSASSAFL34446N/APCGeneral & Unrestricted$1,000
CRISIS ASSISTANCE MINISTRY
500 SPRATT ST STE ACHARLOTTENC28206N/APCGeneral & Unrestricted$100
DANA FARBER CANCER INSTITUTE INC
PO BOX 849168BOSTONMA02284N/APCGeneral & Unrestricted$1,250
FATHER BILLS & MAINSPRING INC
430 BELMONT STBROCKTONMA02301N/APCGeneral & Unrestricted$100
FLAT ROCK BROOK NATURE ASSOCIATION
443 VAN NOSTRAND AVEENGLEWOODNJ07631N/APCCharitable Event$75
FRIENDS OF THE PEARL RIVER LIBARY
80 FRANKLIN AVEPEARL RIVERNY10965N/APCGeneral & Unrestricted$100
GREENHOUSE SCHOLARS
1820 FOLSOM STBOULDERCO80302N/APCGeneral & Unrestricted$250
HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
PO BOX 470408CHARLOTTENC28247N/APCGeneral & Unrestricted$100
HUNTINGTONS DISEASE SOCIETY OF AMERICA INC
505 8TH AVE STE 902NEW YORKNY10018N/APCGeneral & Unrestricted$50
JDRF INTERNATIONAL
200 VESEY ST 28TH FLOORNEW YORKNY10281N/APCCharitable Event$100
JEANNETTE RANKIN FOUNDATION INC
1 HUNTINGTON RD STE 701ATHENSGA30606N/APCGeneral & Unrestricted$250
JEWISH EDUCATIONAL LOAN FUND INC
4549 CHAMBLEE DUNWOODY RDATLANTAGA30338N/APCGeneral & Unrestricted$250
JEWISH HOME ASSISTED LIVING
685 WESTWOOD AVERIVER VALENJ07675N/APCGeneral & Unrestricted$100
KYLE PEASE FOUNDATION INC
2566 SHALLOWFORD RD STE 104 319ATLANTAGA30345N/APCGeneral & Unrestricted$100
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 5028HAGERSTOWNMD21741N/APCGeneral & Unrestricted$100
MINDS MATTER
PO BOX 51066BOSTONMA02205N/APCGeneral & Unrestricted$250
MONADNOCK REGION HUMANE SOCIETY
101 W SWANZEY RDSWANZEYNH03446N/APCGeneral & Unrestricted$250
NAMI
4301 WILSON BLVD STE 300ARLINGTONVA22203N/APCGeneral & Unrestricted$50
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENEW YORKNY10017N/APCCharitable Event$500
OVERBROOK SCHOOL FOR THE BLIND
6333 MALVERN AVEPHILADELPHIAPA19151N/APCGeneral & Unrestricted$200
SECOND HARVEST FOOD BANK OF METROLINA INC
500 SPRATT ST STE BCHARLOTTENC28206N/APCGeneral & Unrestricted$100
STATESVILLE FULL GOSPEL TABERNACLE
PO BOX 28SCOTTSNC28699N/APCGeneral & Unrestricted$500
TELL EVERY AMAZING LADY ABOUT OVARIAN CANCER FOUND
533 16TH STBROOKLYNNY11215N/APCGeneral & Unrestricted$75
THE LIGHT FACTORY
1817 CENTRAL AVECHARLOTTENC28205N/APCGeneral & Unrestricted$1,000
THE MICHAEL LISNOW RESPITE CENTER INC
112 MAIN STHOPKINTONMA01748N/APCGeneral & Unrestricted$200
THE PHOENIX CENTER INC
16 MONSIGNOR OWENS PLNUTLEYNJ07110N/APCGeneral & Unrestricted$1,500
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL
1560 SHERMAN AVEEVANSTONIL60201N/APCThe End Polio Now initiative$50
THE VI AND MILTON WEINSTEIN HOSPICE INC
3150 HOWELL MILL RD NWATLANTAGA30327N/APCGeneral & Unrestricted$100
THORNCROFT EQUESTRIAN CENTER
THERAPEUTIC HORSEBACK RIDING INC 19MALVERNPA19355N/APCGeneral & Unrestricted$250
TROUT UNLIMITED
PO BOX 1356WEST CHESTERPA19380N/APCCharitable Event$105
VILLA MARIE CLAIRE
12 W SADDLE RIVER RDSADDLE RIVERNJ07458N/APCGeneral & Unrestricted$250
YOUNG MENS CHRISTIAN ASSOCIATION OF THE SUNCOAST I
2469 ENTERPRISE RDCLEARWATERFL33763N/APCGeneral & Unrestricted$5,677
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,382TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,291ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,353ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,645ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,645TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonModera Wealth ManagementContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Fin Dept 56 Jefferson AvenueAddressLine1Txt
CityWestwoodCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07675ZIPCd
FieldValueIRS element (for citing)
Total Contributions$14,720TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$2,190$2,345
DFA INTERNATIONAL CORE EQUITY$3,515$5,045
DFA U S CORE EQUITY 1 PORTFOLI$4,412$7,028
DFA U.S. SMALL CAP VALUE PORTF$1,470$1,733
ISHARES MSCI EAFE SMALL CAP IN$2,040$2,047
JPMORGAN DIVERSIFIED RETURN US$3,213$4,454
NATIONAL ADVISORS HOLDINGS INC$56,701$64,124
PIMCO FUNDS FOREIGN BOND FUND$1,111$1,115
SPDR BLOOMBERG BARCLAYS MORTGA$3,061$2,995
VANGUARD DIVIDEND APPRECIATION$3,255$3,779
VANGUARD TOTAL BOND MARKET IND$9,963$9,870

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$4,000$4,000
Bank Charges$348$348
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2020CategoryTxt
Amt$45Amt

Comments

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