MODERA CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MODERA CHARITABLE FOUNDATION (EIN 20-2056601)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-31
IRS object ID
201730909349101468
Schema version
2016v3.0
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)
Return2017-03-31T13:40:47-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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)
PersonTOM ORECCHIOPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-03-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.14.9.153IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520170905000057FederalOriginalSubmissionId
Federal Original Submission Id2017-03-31FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device Id259C731B7C7CCB55DA46458F0098BC0D5A2501CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$122,044FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,526DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,526DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$159NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$159GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$159CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,206TotalRevAndExpnssAmt
Total Net Invst Incm$1,706TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$30TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,399OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$374OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,429TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$374TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,579TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$374TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,373ExcessRevenueOverExpensesAmt
Net Investment Income$1,332NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,331SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,508SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,508SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$111,674CorporateStockBOYAmt
Corporate Stock EOY$117,124CorporateStockEOYAmt
Corporate Stock EOYFMV$117,536CorporateStockEOYFMVAmt
Total Assets BOY$132,005TotalAssetsBOYAmt
Total Assets EOY$121,632TotalAssetsEOYAmt
Total Assets EOYFMV$122,044TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$132,005RetainedEarningBOYAmt
Retained Earning EOY$121,632RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$132,005TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$121,632TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$132,005TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$121,632TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,005TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,373ExcessRevenueOverExpensesAmt
Subtotal$121,632SubtotalAmt
Tot Net Ast Or Fund Balances EOY$121,632TotNetAstOrFundBalancesEOYAmt

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$159GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$159GainOrLossAmt
Gains Minus Excess Or Losses$159GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$159CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,225AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$123,390NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.115285DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,623AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$126,840NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.131055DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,825AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$105,803NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.130667DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,375AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$86,581NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.15448DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,337AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$84,451NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.465797DistributionYr5Rt
Total Distribution0.997284TotalDistributionRt
Average Distribution0.199457AverageDistributionRt
Net Vl Noncharitable Assets$123,413NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,616AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,629AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,175QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27InvestmentIncomeExciseTaxAmt
Subtotal$27SubtotalAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$27TaxDueAmt

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

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 RdWilmingtonDE198091377Pres / Dir1.0$0$0$0
Gregory Plechner
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir / Sec1.0$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$115,800AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,492AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$125,292TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$125,292AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,879CashDeemedCharitableAmt
Net Vl Noncharitable Assets$123,413NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,171MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,171MinimumInvestmentReturnAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Total Tax$27TotalTaxAmt
Distributable Before Adj$6,144DistributableBeforeAdjAmt
Distributable Before Ded$6,144DistributableBeforeDedAmt
Distributable As Adjusted$6,144DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$14,175QualifyingDistributionsAmt
Adjusted Qualifying Distri$14,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,144DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr5$35,176ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,048ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,580ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,304ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,085ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,193TotalExcessDistributionCyovAmt
Qualifying Distributions$14,175QualifyingDistributionsAmt
Applied To Current Year$6,144AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,031RemainingDistriFromCorpusAmt
Total Corpus$79,224TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$35,176ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,048ExcessDistriCyovToNextYrAmt
Excess From Year4$9,048ExcessFromYear4Amt
Excess From Year3$8,580ExcessFromYear3Amt
Excess From Year2$10,304ExcessFromYear2Amt
Excess From Year1$8,085ExcessFromYear1Amt
Excess From Current Year$8,031ExcessFromCurrentYearAmt
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 (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
480 PLEASANT STWATERTOWNMA02472N/APCGeneral & Unrestricted$250
AMERICAN ASSOCIATION OF KIDNEY PATIENTS INC
14440 BRUCE B DOWNS BLVDTAMPAFL33613N/APCGeneral & Unrestricted$100
AMERICAN HEART ASSOCIATION INC
122 E 42ND ST 19TH FLNEW YORKNY10168N/APCGeneral & Unrestricted$100
AMERICAN PARKINSON DISEASE ASSOCIATION
135 PARKINSON AVESTATEN ISLANDNY10305N/APCGeneral & Unrestricted$100
BERGEN VOLUNTEER MEDICAL INITIATIVE INC
241 MOORE ST STE 101HACKENSACKNJ07601N/APCCharitable Event$1,000
BLACK DIAMOND FOUNDATION INC
3125 W BLACK DIAMOND CIRLECANTOFL34461N/APCCharitable Event$1,000
BOYS & GIRLS CLUBS OF CITRUS COUNTY INC
PO BOX 907LECANTOFL34460N/APCGeneral & Unrestricted$250
CHIERA FAMILY FOUNDATION INC
4171 W HILLSBORO BLVD STE 11COCONUT CREEKFL33073N/APCGeneral & Unrestricted$250
COLLIER SERVICES
160 CONOVER RDWICKATUNKNJ07765N/APCCharitable Event$500
COTTEY COLLEGE
1000 W AUSTIN BLVDNEVADAMO64772N/APCGeneral & Unrestricted$100
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLNEW YORKNY10001N/APCGeneral & Unrestricted$500
EASTERN CHRISTIAN CHILDRENS RETREAT
700 MOUNTAIN AVEWYCKOFFNJ07481N/APCGeneral & Unrestricted$100
FRANCISCAN BREAD FOR THE POOR INC
144 W 32ND STNEW YORKNY10001N/APCGeneral & Unrestricted$100
HUMANE ASSOCIATION OF WARREN COUNTY-OHIO
PO BOX 313LEBANONOH45036N/APCGeneral & Unrestricted$100
JDRF INTERNATIONAL
26 BROADWAY 14TH FLNEW YORKNY10004N/APCGeneral & Unrestricted$375
MARBLEJAM KIDS INC
954 KINDERKAMACK RDRIVER EDGENJ07661N/APCCharitable Event$500
MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
1111 STEWART AVEBETHPAGENY11714N/APCGeneral & Unrestricted$125
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 3RD AVE 28TH FLNEW YORKNY10017N/APCGeneral & Unrestricted$100
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 3RD AVE 28TH FLNEW YORKNY10017N/APCCharitable Event$250
NATICK EDUCATION FOUNDATION
PO BOX 2221NATICKMA01760N/APCCharitable Event$1,000
NATIONAL KIDNEY FOUNDATION INC
30 E 33RD STNEW YORKNY10016N/APCGeneral & Unrestricted$100
NATIONAL MULTIPLE SCLEROSIS SOCIETY
1480 US HWY 9 NWOODBRIDGENJ07095N/APCCharitable Event$100
NATIONAL MULTIPLE SCLEROSIS SOCIETY - GREATER NEW
101A 1ST AVE STE 6WALTHAMMA02451N/APCGeneral & Unrestricted$100
NEW JERSEY STATE FEDERATION OF WOMENS CLUBS
PO BOX 373PARK RIDGENJ07656N/APCCharitable Event$100
NEW JERSEY STATE FEDERATION OF WOMENS CLUBS
PO BOX 373PARK RIDGENJ07656N/APCRegional Children's Creative Writing Contest Initiative$100
ROTARY CLUB OF CENTRAL CITRUS CHARITABLE FOUNDATIO
6118 W CORPORATE OAKS DRCRYSTAL RIVERFL34429N/APCGeneral & Unrestricted$250
SHORE DREAMS FOR KIDS A NJ NON PROFIT CORPORATION
216 UNION AVESCOTCH PLAINSNJ07076N/APCGeneral & Unrestricted$250
THE MICHAEL LISNOW RESPITE CENTER INC
112 MAIN STHOPKINTONMA01748N/APCGeneral & Unrestricted$250
VOLUNTEERS OF AMERICA INC
441 CENTRE STJAMAICA PLAINMA02130N/APCCharitable Event$500
VOLUNTEERS OF AMERICA INC
441 CENTRE STJAMAICA PLAINMA02130N/APCCharitable Event$500
WWP INC - WOUNDED WARRIOR PROJECT INC
4899 BELFORT RD STE 300JACKSONVILLEFL32256N/APCGeneral & Unrestricted$100
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$10,150TotalGrantOrContriPdDurYrAmt

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$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,526ExclusionAmt
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$159ExclusionAmt
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$1,706ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,706TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA INTERNATIONAL CORE EQUITY$20,050$21,011
DFA U S CORE EQUITY 1 PORTFOLI$24,411$34,526
NATIONAL ADVISORS HOLDINGS INC$56,700$46,575
VANGAURD HIGH-YIELD CORPORATE
VANGUARD TOTAL BOND MARKET IND$15,963$15,424

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$374$374
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2015CategoryTxt
Amt$30Amt

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