MODERA CHARITABLE FOUNDATION

Cite this

Plain text MODERA CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/modera-charitable-foundation-202056601. Retrieved 2026-10-28.

APA furp.org. (n.d.). MODERA CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 28, 2026, from https://furp.org/org/modera-charitable-foundation-202056601

MLA “MODERA CHARITABLE FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/modera-charitable-foundation-202056601. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue -$11K · expenses $64K · assets $0

EIN
20-2056601
Address
56 JEFFERSON AVE, WESTWOOD, NJ 07675-2227
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
August 2006 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Tom Orecchio Dir, Pres2010-2024 1 $0 reported 1
Robert Siefert Sec, VP2018-2024 1 $0 reported 1
Mark Willoughby Assistant Sec, VP, Dir2010-2024 1 $0 reported 1
Gregory Plechner (former) Sec, VP, Dir2010-2018 1 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Robert Siefert Sec, VP1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Robert Siefert Sec, VP1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Robert Siefert Sec, VP1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Robert Siefert Sec, VP1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Robert Siefert Sec, VP1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Robert Siefert Sec, VP1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Gregory Plechner Sec, VP, Dir1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
Robert Siefert VP, SEC1 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Dir, Pres1 $0-$0 $01
Gregory Plechner Sec, VP, Dir1 $0-$0 $01
Mark Willoughby Assistant Sec, VP, Dir1 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Pres / Dir1 $0-$0 $01
Gregory Plechner VP / Dir / Sec1 $0-$0 $01
Mark Willoughby Assistant Sec / VP / Dir1 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Pres / Dir1 $0-$0 $01
Gregory Plechner VP / Dir / Sec1 $0-$0 $01
Mark Willoughby Assistant Sec / VP / Dir1 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Pres / Dir1 $0-- $01
Gregory Plechner VP / Dir / Sec1 $0-- $01
Mark Willoughby Assistant Sec / VP / Dir1 $0-- $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio Pres / Dir1 $0-- $01
Gregory Plechner VP / Dir / Sec1 $0-- $01
Mark Willoughby Assistant Sec / VP / Dir1 $0-- $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio President / Director1 $0-- $01
Gregory Plechner Vice President / Director / Secretary1 $0-- $01
Mark Willoughby Assistant Secretary / Vice President / Director1 $0-- $01
2010 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Orecchio President / Director1 $0-- $01
Gregory Plechner Vice President / Director / Secretary1 $0-- $01
Mark Willoughby Assistant Secretary / Vice President / Director1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 22 grants to organizations · $57K
2023 · 67 grants to organizations · $35K
2022 · 51 grants to organizations · $32K
2021 · 42 grants to organizations · $19K
2020 · 25 grants to organizations · $35K
2019 · 20 grants to organizations · $4K
2018 · 30 grants to organizations · $44K
2017 · 31 grants to organizations · $12K
2016 · 32 grants to organizations · $10K
2015 · 23 grants to organizations · $10K
2014 · 25 grants to organizations · $13K
2013 · 24 grants to organizations · $10K
2011 · 9 grants to organizations · $39K
2010 · 4 grants to organizations · $2K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
1 Modera Wealth Management Person Westwood, NJ $50,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $15K
#ContributorTypeCity, stateTotalNoncashSource
1 Modera Wealth Management Person Westwood, NJ $14,720- Form 990PF Sch. B, 2021 · filing
2018 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
1 Modera Wealth Management Person Westwood, NJ $50,000- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $11K
#ContributorTypeCity, stateTotalNoncashSource
1 Hockett Robert S Person Griffin, GA $11,250- Form 990PF Sch. B, 2017 · filing
2015 · 1 contributor · $15K
#ContributorTypeCity, stateTotalNoncashSource
1 Modera Wealth Management Person Westwood, NJ $15,000- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $12K
#ContributorTypeCity, stateTotalNoncashSource
1 Joseph Company CPA Person Hernando, FL $12,034- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $30K
#ContributorTypeCity, stateTotalNoncashSource
1 Modera Wealth Management Person $30,000- Form 990PF Sch. B, 2013 · filing
2011 · 2 contributors · $36K
#ContributorTypeCity, stateTotalNoncashSource
1 Modera Wealth Management Person Westwood, NJ $30,000- Form 990PF Sch. B, 2011 · filing
2 Siefert Robert D Person Boston, MA $6,267- Form 990PF Sch. B, 2011 · filing
2010 · 1 contributor · $8K
#ContributorTypeCity, stateTotalNoncashSource
1 Modera Wealth Management Person Westwood, NJ $8,100- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
-$11,499$63,982 $0$0 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
-$1,154$40,009 $75,231$75,231 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$54,070$36,405 $116,394$116,394 $50,683- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$20,365$23,800 $98,729$98,729 $14,720- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,649$39,322 $102,164$102,164 $0- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$7,863$8,836 $137,837$137,837 $0- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$62,387$48,273 $138,810$138,810 $50,000- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$19,451$16,387 $124,696$124,696 $15,450- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$4,206$14,579 $121,632$121,632 $2,500- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$16,656$14,407 $132,005$132,005 $15,000- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$14,719$16,773 $129,756$129,756 $13,450- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$32,394$13,983 $131,810$131,810 $30,000- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$44,262$39,383 $96,808$96,808 -- ---
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$13,249$1,732 $91,929$91,929 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MDS CHARITABLE FOUNDATIONNJT20 -$639,449$984,987 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
NIMBLEY FAMILY CHARITABLE FOUNDATIONNJT20 -$50,213$74,190 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
AQUINO FAMILY CHARITABLE FOUNDATION INCNJT20 -$32,636$76,851 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
UBEROI FOUNDATIONNJT20 -$109,845$61,467 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MARION STEINER CHARITABLE TRUSTNJT20 -$68,028$181,324 TRUSTEE$64,361 Same NTEE code T20, revenue within 2x, same state
FALCON FOUNDATION INCNJT20 -$112,342$161,603 Trustee, Chairman & President$0 Same NTEE code T20, revenue within 2x, same state
RIDGE PARK FOUNDATIONNJT20 -$3,783$750 Director$0 Same NTEE code T20, revenue within 2x, same state
R & H PRASHKER FOUNDATIONNJT20 -$5,690$584,595 Trustee$0 Same NTEE code T20, revenue within 2x, same state
NICOLE V REED MEMORIAL FOUNDATIONNJT20 -$3,979$989 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
REH FAMILY FOUNDATION INCNJT20 -$139,425$320,265 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SWEETIE PIG FOUNDATION INCNJT20 -$2,213$117,631 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE@NORMAN AND MARY PATTIZ FOUNDATIONNJT20 -$15,568$10,388,346 PRESIDENT/BOARD CHAIRWOMEN$0 Same NTEE code T20, revenue within 2x, same state
THE CALVIN AND ORSULA KNOWLTON FOUNDATION INCNJT20 -$2,603$3,790 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
HERITAGE FUND INCNJT20 -$309,747$193,614 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
NEW JERSEY SEX CRIMES OFFICERS ASSOCIATIONNJT20 -$3,901$2,988 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SHAH CHARITABLE FOUNDATIONMAT20 -$128,774$3,369,325 MANAGER$609,391 Same NTEE code T20, revenue within 2x, similar name
LAKES CHARITABLE FOUNDATIONDET20 -$8,019$32,875 Co-Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, similar name
HERRIG CHARITABLE FOUNDATIONIAT20 -$11,186$81,850 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
ARNESON CHARITABLE FOUNDATIONTXT20 -$71,324$31,365 SEC$0 Same NTEE code T20, revenue within 2x, similar name
VENTANA CHARITABLE FOUNDATIONAZT20 -$4,163,425$170,510 PRES/TREAS$0 Same NTEE code T20, revenue within 2x, similar name
MCCANN CHARITABLE FOUNDATION INCNYT20 -$122,330$101,507 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
FOSTER-MILLER CHARITABLE FOUNDATIONTXT20 -$33$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
MITZ FAMILY CHARITABLE FOUNDATIONNVT20 -$50,522$249,745 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
RETEL FOUNDATION CHARITABLE TRMNT20 -$17,308$0 President$0 Same NTEE code T20, revenue within 2x, similar name
ENKESS CHARITABLE FOUNDATION TRNYT20 -$354,708$404,424 Trustee$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
STEVE AND NATALEE HERRIG FAMILY FOUNDATION INC Private foundation$700,0001 12022–2022 HERRIG CHARITABLE FOUNDATION
RDA FOUNDATION Private foundation$275,0001 12019–2019 ELIS FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$170,0001 12020–2020 ROBERT & ITA KLEIN CHARITABLE FOUNDATION
ROCKEFELLER PHILANTHROPY ADVISORS INC DAF sponsor$100,0001 12020–2020 HO-CHOU FAMILY FOUNDATION
NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS DAF sponsor$90,0002 12018–2019 ROBERT & ITA KLEIN CHARITABLE FOUNDATION
GEZELLIG FOUNDATION Private foundation$70,0001 12021–2021 HO-CHOU FAMILY FOUNDATION
ST LOUIS COMMUNITY FOUNDATION INCORPORATED DAF sponsor$26,0001 12020–2020 HO-CHOU FAMILY FOUNDATION
RSF SOCIAL FINANCE INC DAF sponsor$10,0001 12021–2021 HO-CHOU FAMILY FOUNDATION
ASSETS UNDER MOVEMENT DAF sponsor$10,0001 12021–2021 HO-CHOU FAMILY FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$501 12012–2012 MDS CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $63,982 spent · pay $0 · grants $56,505 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $56,505 88.3%
Other expenses $7,471 11.7%
Taxes $6 0.0%
Total$63,982100%

View the filing

2023 · Form 990PF · $40,009 spent · pay $0 · grants $35,083 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,083 87.7%
Other expenses $4,884 12.2%
Taxes $42 0.1%
Total$40,009100%

View the filing

2022 · Form 990PF · $36,405 spent · pay $0 · grants $31,929 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $31,929 87.7%
Other expenses $4,395 12.1%
Taxes $74 0.2%
Fees: other professional $7 0.0%
Total$36,405100%

View the filing

2021 · Form 990PF · $23,800 spent · pay $0 · grants $19,382 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $19,382 81.4%
Other expenses $4,373 18.4%
Taxes $45 0.2%
Total$23,800100%

View the filing

2020 · Form 990PF · $39,322 spent · pay $0 · grants $34,759 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,759 88.4%
Other expenses $4,413 11.2%
Taxes $150 0.4%
Total$39,322100%

View the filing

2019 · Form 990PF · $8,836 spent · pay $0 · grants $4,322 · events $0
LineAs describedTotalShare
Other expenses $4,394 49.7%
Contributions, gifts, grants paid $4,322 48.9%
Taxes $120 1.4%
Total$8,836100%

View the filing

2018 · Form 990PF · $48,273 spent · pay $0 · grants $43,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $43,800 90.7%
Other expenses $4,401 9.1%
Taxes $72 0.1%
Total$48,273100%

View the filing

2017 · Form 990PF · $16,387 spent · pay $0 · grants $11,950 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,950 72.9%
Other expenses $4,410 26.9%
Taxes $27 0.2%
Total$16,387100%

View the filing

2016 · Form 990PF · $14,579 spent · pay $0 · grants $10,150 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,150 69.6%
Other expenses $4,399 30.2%
Taxes $30 0.2%
Total$14,579100%

View the filing

2015 · Form 990PF · $14,407 spent · pay $0 · grants $10,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,200 70.8%
Other expenses $4,184 29.0%
Taxes $23 0.2%
Total$14,407100%

View the filing

2014 · Form 990PF · $16,773 spent · pay $0 · grants $12,598 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,598 75.1%
Other expenses $4,130 24.6%
Taxes $45 0.3%
Total$16,773100%

View the filing

2013 · Form 990PF · $13,983 spent · pay $0 · grants $10,050 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,050 71.9%
Other expenses $3,931 28.1%
Taxes $2 0.0%
Total$13,983100%

View the filing

2011 · Form 990PF · $39,383 spent · pay $0 · grants $38,593 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $38,593 98.0%
Other expenses $790 2.0%
Total$39,383100%

View the filing

2010 · Form 990PF · $1,732 spent · pay $0 · grants $1,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,700 98.2%
Other expenses $32 1.8%
Total$1,732100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.