2019-05-08T13:41:09-05:00 2018-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-01-01 202056601 Modera Charitable Foundation % Foundation Source MODE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TOM ORECCHIO president 8008391754 2019-04-08 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520191275000048 2019-05-07 P BC971FC33BAF52379132A0473611089A0DAEC697 8776116A3220F8F92B6869340FF540F084420A8B 2018 2019-02-21 02:37:17Z X 137282 X 50000 31 31 1722 1722 10634 53142 10634 62387 12387 0 72 4401 376 4025 4473 376 4025 43800 43800 48273 376 47825 14114 12011 10637 11105 11105 114059 127705 126177 124696 138810 137282 0 0 X 124696 138810 124696 138810 124696 138810 124696 14114 138810 138810 Publicly-traded Securities 53142 42508 10634 10634 10634 false 15975 133476 0.119684 14175 123413 0.114858 14225 123390 0.115285 16623 126840 0.131055 13825 105803 0.130667 0.611549 0.12231 155653 19038 120 19158 47825 X 120 120 120 0 120 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 Gregory Plechner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, VP, Dir 1.0 0 0 0 Mark Willoughby Foundation Source 501 Silverside Rd Wilmington DE 198091377 Assistant Sec, VP, Dir 1.0 0 0 0 Robert Siefert Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, SEC 1.0 0 0 0 141550 16473 0 158023 0 158023 2370 155653 7783 7783 120 120 7663 7663 7663 47825 0 0 0 0 47825 120 47705 7663 2016 2015 2014 8580 10304 8085 8031 9373 44373 47825 7663 40162 84535 0 8580 75955 10304 8085 8031 9373 40162 Tom Orecchio X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 18TH FL CHICAGO IL 60601 N/A PC General & Unrestricted 100 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 18TH FL CHICAGO IL 60601 N/A PC Charitable Event 500 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 18TH FL CHICAGO IL 60601 N/A PC Charitable Event 500 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 18TH FL CHICAGO IL 60601 N/A PC Charitable Event 500 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 309 WAVERLEY OAKS RD WALTHAM MA 02452 N/A PC Charitable Event 500 ALZHEIMERS FAMILY ORGANIZATION INC 461 MARINER BLVD SPRING HILL FL 34609 N/A PC Charitable Event 500 AMERICAN CANCER SOCIETY - FLORIDA DIVISION 3709 W JETTON AVE TAMPA FL 33629 N/A PC Richard M. Schuze Family Foundation Hope Tampa Lodge 100 AMERICAN CANCER SOCIETY INC PO BOX 22718 OKLAHOMA CITY OK 73123 N/A PC General & Unrestricted 100 AMERICAN SOCIETY PREVENTION OF CRUELTY TO ANIMALS 424 E 92ND ST NEW YORK NY 10128 N/A PC General & Unrestricted 100 BOY SCOUTS OF AMERICA 13228 N CENTRAL AVE TAMPA FL 33612 N/A PC Greater Tampa Bay Area Council BSA Division 250 CALVARY HOSPITAL INC 1740 EASTCHESTER RD BRONX NY 10461 N/A PC General & Unrestricted 100 COMPASSIONATE CARE ALS INC PO BOX 1052 WEST FALMOUTH MA 02574 N/A PC General & Unrestricted 100 FIRST BOOK 1319 F ST NW WASHINGTON DC 20004 N/A PC General & Unrestricted 100 FOUNDATION FOR MORRISTOWN MEDICAL CENTER 475 S ST MORRISTOWN NJ 07960 N/A PC General & Unrestricted 100 GRACE COVENANT CHURCH OF CHARLOTTE 1800 S BLVD CHARLOTTE NC 28203 N/A PC Faith, Hope & Love Mentoring Program 100 HABITAT FOR HUMANITY INTERNATIONAL INC PO BOX 1041 CRYSTAL RIVER FL 34423 N/A PC General & Unrestricted 250 HEART HAVENS INC 812 MOOREFIELD PARK DR NORTH CHESTERFIELD VA 23236 N/A PC Saratoga/Winchester House Division 100 HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC 5771 ROOSEVELT BLVD CLEARWATER FL 33760 N/A PC General & Unrestricted 200 INTERFAITH HOSPITALITY NETWORK 46 PARK ST MONTCLAIR NJ 07042 N/A PC General & Unrestricted 100 MASSACHUSETTS GENERAL HOSPITAL BLDG 149 13TH ST CNY3601 CHARLESTOWN MA 02129 N/A PC General & Unrestricted 100 MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE ST STE 600 BOSTON MA 02114 N/A PC Transplant Fund 100 NATIONAL ATAXIA FOUNDATION INCORPORATED 600 HWY 169 S STE 1725 MINNEAPOLIS MN 55426 N/A PC General & Unrestricted 100 NATIONAL MULTIPLE SCLEROSIS SOCIETY 659 TOWER AVE 1ST FL HARTFORD CT 06112 N/A PC General & Unrestricted 100 PHILLIES CHARITIES INC ONE CITIZENS BANK WAY PHILADELPHIA PA 19148 N/A PC General & Unrestricted 100 SCHWAB CHARITABLE FUND 211 MAIN ST SAN FRANCISCO CA 94105 N/A PC The Plechner Family Charitable Fund 38500 SOUTHERN ARIZONA LEGAL AID INC 2343 E BROADWAY BLVD TUCSON AZ 85719 N/A PC General & Unrestricted 100 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 262 DANNY THOMAS PL MEMPHIS TN 38105 N/A PC General & Unrestricted 100 THE LUTHERAN CHURCH OF THE REDEEMER 55 WYCKOFF AVE RAMSEY NJ 07446 N/A PC General & Unrestricted 100 TIDEWELL HOSPICE INC 5955 RAND BLVD SARASOTA FL 34238 N/A PC General & Unrestricted 100 UNIVERSITY OF NOTRE DAME DU LAC 115 MAIN BLDG NOTRE DAME IN 46556 N/A PC Scholarship Fund 100 43800 14 31 14 1722 18 10634 12387 12387 false false false false false false false false false false X X 1 Modera Wealth Management Finance Dep 56 Jefferson Ave Westwood NJ 07675 50000 X Gregory Plechner *Removed from foundation in 2018 DFA EMERGING MARKETS CORE EQ P 7258 5972 DFA INTERNATIONAL CORE EQUITY 13126 13374 DFA U S CORE EQUITY 1 PORTFOLI 18408 22202 DFA U.S. SMALL CAP VALUE PORTF 6230 5066 ISHARES BARCLAYS 0-5 YR TIPS 5750 5685 NATIONAL ADVISORS HOLDINGS INC 56700 54000 PIMCO FUNDS FOREIGN BOND FUND 4057 4033 VANGAURD HIGH-YIELD CORPORATE VANGUARD TOTAL BOND MARKET IND 16176 15845 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, 2018, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $43,800. This amount represents over 25% of the Foundation's net assets of $132,535 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. 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 XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 4000 4000 Bank Charges 376 376 State or Local Filing Fees 25 25 990-PF Excise Tax for 2017 72