MODERA CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MODERA CHARITABLE FOUNDATION (EIN 20-2056601)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-21
IRS object ID
201511119349100801
Schema version
2014v5.0
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)
Return2015-04-21T15:43:34-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas OrecchioPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$133,340FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,450ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,236DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,236DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,719TotalRevAndExpnssAmt
Total Net Invst Incm$1,269TotalNetInvstIncmAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,130OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$105OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,175TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$105TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,598ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,598ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,773TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$105TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,623TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,054ExcessRevenueOverExpensesAmt
Net Investment Income$1,164NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,306SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,252SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,252SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$99,504CorporateStockBOYAmt
Corporate Stock EOY$99,504CorporateStockEOYAmt
Corporate Stock EOYFMV$103,088CorporateStockEOYFMVAmt
Total Assets BOY$131,810TotalAssetsBOYAmt
Total Assets EOY$129,756TotalAssetsEOYAmt
Total Assets EOYFMV$133,340TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$131,810RetainedEarningBOYAmt
Retained Earning EOY$129,756RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$131,810TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$129,756TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$131,810TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$129,756TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$131,810TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,054ExcessRevenueOverExpensesAmt
Subtotal$129,756SubtotalAmt
Tot Net Ast Or Fund Balances EOY$129,756TotNetAstOrFundBalancesEOYAmt

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$30GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$30GainOrLossAmt
Gains Minus Excess Or Losses$30GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$30CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,825AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$105,803NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.130667DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,375AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$86,581NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.15448DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,337AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$84,451NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.465797DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,725AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$81,990NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.021039DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,875AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$74,630NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038523DistributionYr5Rt
Total Distribution0.810506TotalDistributionRt
Average Distribution0.162101AverageDistributionRt
Net Vl Noncharitable Assets$126,840NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,561AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,573AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,623QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23InvestmentIncomeExciseTaxAmt
Subtotal$23SubtotalAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$23TaxDueAmt

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Tom Orecchio
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir1.0$0
Gregory Plechner
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir / Sec1.0$0
Mark Willoughby
Foundation Source 501 Silverside RdWilmingtonDE198091377Assistant Sec / VP / Dir1.0$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$102,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$128,772TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$128,772AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,932CashDeemedCharitableAmt
Net Vl Noncharitable Assets$126,840NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,342MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,342MinimumInvestmentReturnAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Total Tax$23TotalTaxAmt
Distributable Before Adj$6,319DistributableBeforeAdjAmt
Distributable Before Ded$6,319DistributableBeforeDedAmt
Distributable As Adjusted$6,319DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,623ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$16,623QualifyingDistributionsAmt
Adjusted Qualifying Distri$16,623AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,319DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr3$35,176ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,048ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,580ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$52,804TotalExcessDistributionCyovAmt
Qualifying Distributions$16,623QualifyingDistributionsAmt
Applied To Current Year$6,319AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,304RemainingDistriFromCorpusAmt
Total Corpus$63,108TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$63,108ExcessDistriCyovToNextYrAmt
Excess From Year3$35,176ExcessFromYear3Amt
Excess From Year2$9,048ExcessFromYear2Amt
Excess From Year1$8,580ExcessFromYear1Amt
Excess From Current Year$10,304ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTOM ORECCHIOContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
5P SOCIETY
PO BOX 268LAKEWOODCA90714N/APCGeneral and Unrestricted$500
BERGEN VOLUNTEER MEDICAL INITIATIVE INC
241 MOORE ST STE 101HACKENSACKNJ07601N/APCGeneral and Unrestricted$1,000
CAMP NEJEDA FOUNDATION INC
910 SADDLEBACK RDSTILLWATERNJ07875N/APCGeneral and Unrestricted$1,000
CENTER FOR HOPE AND SAFETY INC
12 OVERLOOK AVEROCHELLE PARKNJ07662N/APCGeneral and Unrestricted$250
CHIERA FAMILY FOUNDATION INC
C/O LOUIS CHIERA 4171 W HILLSBOROCOCONUT CREEKFL33073N/APCGeneral and Unrestricted$1,000
CITY COLLEGE FUND
160 CONVENT AVENEW YORKNY10031N/APCin honor of Mr. and Mrs. Robert Cheikes, for the Wittes '66 Scholarship Fund$250
COMMUNITY SERVINGS INC
18 MARBURY TERJAMAICA PLAINMA02130N/APCGeneral and Unrestricted$250
CONNECTICUT HOSPICE INC
100 DOUBLE BEACH RDBRANFORDCT06405N/APCGeneral and Unrestricted$200
CONVERSATION PROJECT INC
20 UNIVERSITY RD STE 7CAMBRIDGEMA02138N/APCGeneral and Unrestricted$1,500
DISABLED SPORTS USA
PO BOX 139KILLINGTONVT05751N/APCGeneral and Unrestricted$250
EAT LOCAL
PO BOX 121RINGWOODNJ07456N/APCFarm Sponsor Program$500
ELANT FOUNDATION INC
46 HARRIMAN DRGOSHENNY10924N/APCGeneral and Unrestricted$400
FAMILY PROMISE OF BERGEN COUNTY A NEW JERSEY NONPR
100 DAYTON STRIDGEWOODNJ07450N/APCGeneral and Unrestricted$500
GIRL SCOUTS OF NORTHERN NEW JERSEY INC
95 NEWARK POMPTON TPKERIVERDALENJ07457N/APCGeneral and Unrestricted$500
HABITAT FOR HUMANITY OF GREATER PORTLAND INC
PO BOX 10505PORTLANDME04104N/APCGeneral and Unrestricted$500
MASSACHUSETTS LUNG HEALTH INC
460 TOTTEN POND RD STE 400WALTHAMMA02451N/APCGeneral and Unrestricted$100
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
GRAND CENTRAL STA PO BOX 4777NEW YORKNY10163N/APCGeneral and Unrestricted$250
MOVEMBER FOUNDATION
PO BOX 1595CULVER CITYCA90232N/APCGeneral and Unrestricted$500
PARTNERS IN HEALTH A NONPROFIT CORPORATION
888 COMMONWEALTH AVE 3RD FLBOSTONMA02215N/APCGeneral and Unrestricted$500
SALISBURY PRESBYTERIAN CHURCH FOUNDATION
13621 W SALISBURY RDMIDLOTHIANVA23113N/APCin honor of Mr. and Mrs. Richard and Christine Smith, for the Jubilation Senior Adult Community Choir$500
TEMPLE HAR SHALOM
104 MOUNT HOREB RDWARRENNJ07059N/APCCharitable Event$298
THE OASIS HAVEN FOR WOMEN & CHILDREN INC
59 MILL STPATERSONNJ07501N/APCGeneral and Unrestricted$600
VOLUNTEERS OF AMERICA
68 COMMONWEALTH AVECONCORDMA01742N/APCCharitable Event$500
WOMENS LUNCH PLACE INC
67 NEWBURY STBOSTONMA02116N/APCGeneral and Unrestricted$250
YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC
140 CLARENDON STBOSTONMA02116N/APCCharitable Event$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,598TotalGrantOrContriPdDurYrAmt

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$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,236ExclusionAmt
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$30ExclusionAmt
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$1,269ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,269TotalIncomeProducingActyAmt

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 PersonJoseph Company CPAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12450 N Citrus Hills BLVDAddressLine1Txt
CityHernandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34442ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,034TotalContributionsAmt
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$13,000$14,168
DFA U S CORE EQUITY 1 PORTFOLI$18,061$25,600
NATIONAL ADVISORS HOLDINGS INC$56,700$51,841
VANGAURD HIGH-YIELD CORPORATE
VANGUARD TOTAL BOND MARKET IND$11,743$11,479

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$105$105
State or Local Filing Fees$25$25

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJoseph Company CPAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12450 N Citrus Hills BLVDAddressLine1Txt
CityHernandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34442ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2013CategoryTxt
Amt$45Amt

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