MODERA CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MODERA CHARITABLE FOUNDATION (EIN 20-2056601)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-11
IRS object ID
201630719349100208
Schema version
2015v2.1
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)
Return2016-03-11T11:13:48-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-03-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$129,866FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,297DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,297DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$355GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$355CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,656TotalRevAndExpnssAmt
Total Net Invst Incm$1,656TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$23TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,184OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$159OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,207TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$159TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,407TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$159TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,249ExcessRevenueOverExpensesAmt
Net Investment Income$1,497NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,252SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,331SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,331SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$99,504CorporateStockBOYAmt
Corporate Stock EOY$111,674CorporateStockEOYAmt
Corporate Stock EOYFMV$109,535CorporateStockEOYFMVAmt
Total Assets BOY$129,756TotalAssetsBOYAmt
Total Assets EOY$132,005TotalAssetsEOYAmt
Total Assets EOYFMV$129,866TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$129,756RetainedEarningBOYAmt
Retained Earning EOY$132,005RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$129,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$132,005TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$129,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$132,005TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$129,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,249ExcessRevenueOverExpensesAmt
Subtotal$132,005SubtotalAmt
Tot Net Ast Or Fund Balances EOY$132,005TotNetAstOrFundBalancesEOYAmt

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$355GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$355GainOrLossAmt
Gains Minus Excess Or Losses$355GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$355CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,623AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$126,840NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.131055DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,825AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$105,803NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.130667DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,375AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$86,581NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.15448DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,337AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$84,451NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.465797DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,725AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$81,990NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.021039DistributionYr5Rt
Total Distribution0.903038TotalDistributionRt
Average Distribution0.180608AverageDistributionRt
Net Vl Noncharitable Assets$123,390NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,285AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,300AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,225QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$30TaxDueAmt

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$108,473AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,796AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$125,269TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$125,269AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,879CashDeemedCharitableAmt
Net Vl Noncharitable Assets$123,390NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,170MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,170MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$6,140DistributableBeforeAdjAmt
Distributable Before Ded$6,140DistributableBeforeDedAmt
Distributable As Adjusted$6,140DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,225ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$14,225QualifyingDistributionsAmt
Adjusted Qualifying Distri$14,225AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,140DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr4$35,176ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,048ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,580ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$63,108TotalExcessDistributionCyovAmt
Qualifying Distributions$14,225QualifyingDistributionsAmt
Applied To Current Year$6,140AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,085RemainingDistriFromCorpusAmt
Total Corpus$71,193TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$71,193ExcessDistriCyovToNextYrAmt
Excess From Year4$35,176ExcessFromYear4Amt
Excess From Year3$9,048ExcessFromYear3Amt
Excess From Year2$8,580ExcessFromYear2Amt
Excess From Year1$10,304ExcessFromYear1Amt
Excess From Current Year$8,085ExcessFromCurrentYearAmt
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 (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS FAMILY ORGANIZATION INC
PO BOX 1939NEW PRT RCHYFL34656N/APCCharitable Event$100
BERGEN VOLUNTEER MEDICAL INITIATIVE INC
241 MOORE ST STE 101HACKENSACKNJ07601N/APCCharitable Event$1,000
BUDDHIST TZU CHI FOUNDATION
1100 S VALLEY CENTER AVESAN DIMASCA91773N/APCDisaster Relief Fund$250
CAMP NEJEDA FOUNDATION INC
PO BOX 156STILLWATERNJ07875N/APCGeneral & Unrestricted$500
CHILDRENS AID AND FAMILY SERVICES INC
200 ROBIN RDPARAMUSNJ07652N/APCGeneral & Unrestricted$250
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLNEW YORKNY10001N/APCGeneral & Unrestricted$500
DOMINICAN NUNS OF THE PERPETUAL ROSARY
543 SPRINGFIELD AVESUMMITNJ07901N/APCGeneral & Unrestricted$150
HOSPICE OF CITRUS COUNTY INC
PO BOX 641270BEVERLY HILLSFL34464N/APCGeneral & Unrestricted$250
INSIDE CIRCLE FOUNDATION A CALIFORNIA PUBLIC BENEF
5150 FAIR OAKS BLVD STE 237CARMICHAELCA95608N/APCGeneral & Unrestricted$500
ITALIAN HOME FOR CHILDREN INC
1125 CENTRE STJAMAICA PLAINMA02130N/APCGeneral & Unrestricted$150
KIDS ENJOY EXERCISE NOW
PO BOX 5115NEW YORKNY10185N/APCGeneral & Unrestricted$100
MASSACHUSETTS GENERAL HOSPITAL - CURE DIABETES NOW
BLDG 149 13TH ST CNY3601CHARLESTOWNMA02129N/APCGeneral & Unrestricted$200
NEW JERSEY YOUTH SYMPHONY UNION CO
570 CENTRAL AVENEW PROVIDENCENJ07974N/APCNew Jersey Youth Symphony Fund$250
PARKINSON RESEARCH FOUNDATION INC
5969 CATTLERIDGE BLVD STE 100SARASOTAFL34232N/APCGeneral & Unrestricted$200
RUTGERS UNIVERSITY FOUNDATION
7 COLLEGE AVENEW BRUNSWICKNJ08901N/APCRutgers Future Scholars Program$500
RUTH AND NORMAN RALES JEWISH FAMILY SERVICES INC
21300 RUTH AND BARON COLEMAN BLVDBOCA RATONFL33428N/APCGeneral & Unrestricted$700
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PL MSC 512MEMPHISTN38105N/APCGeneral & Unrestricted$250
THE GREATER BOSTON FOOD BANK INC
70 S BAY AVEBOSTONMA02118N/APCGeneral & Unrestricted$250
UNICO GREATER RAMSEY CHAPTER
PO BOX 140WALDWICKNJ07463N/APCGeneral & Unrestricted$500
VOLUNTEERS OF AMERICA
1380 COLUMBIA RDBOSTONMA02127N/APCCharitable Event$1,000
WEST END HOUSE INC
105 ALLISON STALLSTONMA02134N/APCGeneral & Unrestricted$100
Y M C A OF WESTFIELD N J
220 CLARK STWESTFIELDNJ07090N/APCCharitable Event$2,000
YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC
140 CLARENDON STBOSTONMA02116N/APCCharitable Event$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,200TotalGrantOrContriPdDurYrAmt

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$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,297ExclusionAmt
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$355ExclusionAmt
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$1,656ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,656TotalIncomeProducingActyAmt

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 Finance Depart 56 Jefferson AveAddressLine1Txt
CityWestwoodCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07675ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
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$17,425$17,752
DFA U S CORE EQUITY 1 PORTFOLI$21,586$27,774
NATIONAL ADVISORS HOLDINGS INC$56,700$48,600
VANGAURD HIGH-YIELD CORPORATE
VANGUARD TOTAL BOND MARKET IND$15,963$15,409

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$159$159
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2014CategoryTxt
Amt$23Amt

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