MODERA CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MODERA CHARITABLE FOUNDATION (EIN 20-2056601)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-24
IRS object ID
201821149349100212
Schema version
2017v2.3
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)
Return2018-04-24T08:56:34-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-04-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$132,534FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,450ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,315NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,381GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,315CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,451TotalRevAndExpnssAmt
Total Net Invst Incm$4,001TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$27TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,410OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$385OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,437TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$385TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,387TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$385TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,064ExcessRevenueOverExpensesAmt
Net Investment Income$3,616NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,508SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,637SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,637SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$117,124CorporateStockBOYAmt
Corporate Stock EOY$114,059CorporateStockEOYAmt
Corporate Stock EOYFMV$121,897CorporateStockEOYFMVAmt
Total Assets BOY$121,632TotalAssetsBOYAmt
Total Assets EOY$124,696TotalAssetsEOYAmt
Total Assets EOYFMV$132,534TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$121,632RetainedEarningBOYAmt
Retained Earning EOY$124,696RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$121,632TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$124,696TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$121,632TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$124,696TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$121,632TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,064ExcessRevenueOverExpensesAmt
Subtotal$124,696SubtotalAmt
Tot Net Ast Or Fund Balances EOY$124,696TotNetAstOrFundBalancesEOYAmt

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$5,381GrossSalesPriceAmt
Cost Or Other Basis$3,066CostOrOtherBasisAmt
Gain Or Loss$2,315GainOrLossAmt
Gains Minus Excess Or Losses$2,315GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,315CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,175AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$123,413NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.114858DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,225AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$123,390NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.115285DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,623AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$126,840NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.131055DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,825AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$105,803NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.130667DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,375AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$86,581NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.15448DistributionYr5Rt
Total Distribution0.646345TotalDistributionRt
Average Distribution0.129269AverageDistributionRt
Net Vl Noncharitable Assets$133,476NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,254AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,290AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,975QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$72InvestmentIncomeExciseTaxAmt
Subtotal$72SubtotalAmt
Tax Based On Investment Income$72TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$72TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

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

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
Gregory Plechner
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, VP, Dir1.0$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$123,006AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,503AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$135,509TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$135,509AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,033CashDeemedCharitableAmt
Net Vl Noncharitable Assets$133,476NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,674MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,674MinimumInvestmentReturnAmt
Tax Based On Investment Income$72TaxBasedOnInvestmentIncomeAmt
Total Tax$72TotalTaxAmt
Distributable Before Adj$6,602DistributableBeforeAdjAmt
Distributable Before Ded$6,602DistributableBeforeDedAmt
Distributable As Adjusted$6,602DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,975QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,975AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,602DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr5$9,048ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,580ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,304ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,085ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,031ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,048TotalExcessDistributionCyovAmt
Qualifying Distributions$15,975QualifyingDistributionsAmt
Applied To Current Year$6,602AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,373RemainingDistriFromCorpusAmt
Total Corpus$53,421TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,048ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,373ExcessDistriCyovToNextYrAmt
Excess From Year4$8,580ExcessFromYear4Amt
Excess From Year3$10,304ExcessFromYear3Amt
Excess From Year2$8,085ExcessFromYear2Amt
Excess From Year1$8,031ExcessFromYear1Amt
Excess From Current Year$9,373ExcessFromCurrentYearAmt
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 (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY INC
PO BOX 22718OKLAHOMA CITYOK73123N/APCCharitable Event$500
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX75231N/APCGeneral & Unrestricted$250
BETH ISRAEL DEACONESS HOSPITAL- MILTON INC
199 REEDSDALE RDMILTONMA02186N/APCCharitable Event$350
BLACK DIAMOND FOUNDATION INC
3125 W BLACK DIAMOND CIRLECANTOFL34461N/APCCharitable Event$1,250
BOYS AND GIRLS CLUBS OF BOSTON INC
200 HIGH ST LBBY 3BOSTONMA02110N/APCYawkey Club of Roxbury$1,000
CANCER CARE INC
275 7TH AVE FL 22NEW YORKNY10001N/APCGeneral & Unrestricted$250
CITRUS AID CANCER FOUNDATION INC
522 N LECANTO HWYLECANTOFL34461N/APCGeneral & Unrestricted$500
CITRUS COUNTY HARVEST INC
PO BOX 82LECANTOFL34460N/APCBlessings Program$500
DIANE DAPOLITO-MAY OVER THE RAINBOW CHARITABLE FOU
6 WREN PLPOMPTON PLNSNJ07444N/APCGeneral & Unrestricted$250
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR ST 16TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$100
EDITH DODGE MEMORIAL FUND INC
PO BOX 1402MARBLEHEADMA01945N/APCGeneral & Unrestricted$100
JEWISH HOME AT ROCKLEIGH
10 LINK DRROCKLEIGHNJ07647N/APCGeneral & Unrestricted$100
LAST RESORT
328 US 46 E BLDG 3ROCKAWAYNJ07866N/APCGeneral & Unrestricted$100
MASSACHUSETTS BAR FOUNDATION INC
20 W STBOSTONMA02111N/APCCharitable Event$1,500
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA ST STE 540BOSTONMA02114N/APCPancreatic Research Center$100
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 3RD AVE 28TH FLNEW YORKNY10017N/APCCancer Survivorship Center$250
NATIONAL MULTIPLE SCLEROSIS SOCIETY
1480 US HWY 9 NWOODBRIDGENJ07095N/APCCharitable Event$250
NATURAL RESOURCES COUNCIL INC
3 WADE STAUGUSTAME04330N/APCGeneral & Unrestricted$250
NEIGHBORHOOD FALMOUTH INC
PO BOX 435FALMOUTHMA02541N/APCGeneral & Unrestricted$100
NEW CONCEPTS FOR LIVING INC
68A W PASSAIC STROCHELLE PARKNJ07662N/APCCharitable Event$300
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
501 FRONT STNORFOLKVA23510N/APCGeneral & Unrestricted$250
POMPERAUG ELEMENTARY SCHOOL PTO INC
607 MAIN ST SSOUTHBURYCT06488N/APCGeneral & Unrestricted$250
SMILE TRAIN INC
41 MADISON AVE 28TH FLNEW YORKNY10010N/APCGeneral & Unrestricted$100
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PL MSC 512MEMPHISTN38105N/APCGeneral & Unrestricted$250
ST VINCENT FERRER HIGH SCHOOL
151 E 65TH STNEW YORKNY10065N/APCGeneral & Unrestricted$250
THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC
383 MAIN AVE 5TH FLNORWALKCT06851N/APCCharitable Event$250
UNICO GREATER RAMSEY CHAPTER
PO BOX 140WALDWICKNJ07463N/APCCharitable Event$500
VIETNAM VETERANS WORKSHOP INC
17 COURT STBOSTONMA02108N/APCGeneral & Unrestricted$100
VOLUNTEERS OF AMERICA INC
441 CENTRE STJAMAICA PLAINMA02130N/APCCharitable Event$500
VOLUNTEERS OF AMERICA INC
441 CENTRE STJAMAICA PLAINMA02130N/APCCharitable Event$500
YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC
140 CLARENDON STBOSTONMA02116N/APCCharitable Event$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,950TotalGrantOrContriPdDurYrAmt

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$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,671ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,315ExclusionAmt
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$4,001ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,001TotalIncomeProducingActyAmt

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 PersonHockett Robert SContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1497 Smoak RoadAddressLine1Txt
CityGriffinCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30223ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,250TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA INTERNATIONAL CORE EQUITY$20,050$26,201
DFA U S CORE EQUITY 1 PORTFOLI$21,346$35,128
NATIONAL ADVISORS HOLDINGS INC$56,700$45,000
VANGAURD HIGH-YIELD CORPORATE
VANGUARD TOTAL BOND MARKET IND$15,963$15,568

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$385$385
State or Local Filing Fees$25$25

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHockett Robert SPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1497 Smoak RoadAddressLine1Txt
CityGriffinCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30223ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2016CategoryTxt
Amt$27Amt

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