2024-09-12T09:08:15-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 202056601 Modera Charitable Foundation % Foundation Source MODE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 thomas orecchio president 8008391754 2024-08-29 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 90832 X 0 X 93 93 725 725 -1972 32048 0 -1154 818 0 42 4884 359 4525 4926 359 4525 35083 35083 40009 359 39608 -41163 459 12299 5155 5155 104095 70076 85677 116394 75231 90832 0 0 X 116394 75231 116394 75231 116394 75231 116394 -41163 75231 75231 Publicly-traded Securities 32048 34020 -1972 -1972 -1972 6 6 6 0 0 6 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Tom Orecchio Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Robert Siefert Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, VP 1.0 0 0 0 Mark Willoughby Foundation Source 501 Silverside Rd Wilmington DE 198091377 Assistant Sec, VP, Dir 1.0 0 0 0 97057 7264 0 104321 0 104321 1565 102756 5138 5138 6 6 5132 5132 5132 39608 0 0 0 0 39608 5132 2021 2020 2019 40162 1368 32913 17226 29474 121143 39608 5132 34476 155619 0 40162 115457 1368 32913 17226 29474 34476 Tom Orecchio X 24 FOUNDATION INC PO BOX 31007 CHARLOTTE NC 28231 N/A PC Charitable Event 1000 ALICES KIDS INC 3212 WESSYNTON WAY ALEXANDRIA VA 22309 N/A PC General & Unrestricted 250 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 309 WAVERLEY OAKS RD WALTHAM MA 02452 N/A PC General & Unrestricted 500 ALZHEIMERS NEW JERSEY INC 425 EAGLE ROCK AVE STE 203 ROSELAND NJ 07068 N/A PC Charitable Event 300 AMERICAN CANCER SOCIETY INC PO BOX 6704 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 1000 ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY IN 20 20TH ST ASHEVILLE NC 28806 N/A PC General & Unrestricted 100 ASSOCIATION OF NOTRE DAME CLUBS INC 34 MEADOW CREEK LN MALVERN PA 19355 N/A PC Charitable Event 500 ATLANTA HUMANE SOCIETY & SOCIETY PREVENTION OF CRU 1551 PERRY BLVD NW ATLANTA GA 30318 N/A PC General & Unrestricted 100 BEREA COLLEGE CPO 2214 BEREA KY 40404 N/A PC General & Unrestricted 100 BOY SCOUTS OF AMERICA PO BOX 670 OAKLAND NJ 07436 N/A PC General & Unrestricted 125 CARING HOUSE INC 2625 PICKETT RD DURHAM NC 27705 N/A PC General & Unrestricted 500 CHARLOTTE BILINGUAL PRESCHOOL INC 6300 HIGHLAND AVE CHARLOTTE NC 28215 N/A PC General & Unrestricted 500 CHARLOTTE RESCUE MISSION 907 W 1ST ST CHARLOTTE NC 28202 N/A PC General & Unrestricted 500 CHILD ADVOCATES OF MONTGOMERY COUNTY INC 505 N MAIN ST CONROE TX 77301 N/A PC General & Unrestricted 250 CHILDRENS HOPE ALLIANCE 194 BARIUM SPRINGS DR STATESVILLE NC 28677 N/A PC General & Unrestricted 500 COLLEGETRACKS 8737 COLESVILLE ROAD STE 1010 SILVER SPRING MD 20910 N/A PC General & Unrestricted 2500 COMMON WEALTH CHARLOTTE GOODWILL OPPORTUNITY CAMPUS 5301 WI CHARLOTTE NC 28208 N/A PC General & Unrestricted 500 COMPASSIONATE CARE ALS INC PO BOX 1052 WEST FALMOUTH MA 02574 N/A PC General & Unrestricted 500 COMPASSUS LIVING FOUNDATION INC 10 CADILLAC DR STE 400 BRENTWOOD TN 37027 N/A PC General & Unrestricted 500 CRISIS TEXT LINE INC PO BOX 24163 NEW YORK NY 10087 N/A PC General & Unrestricted 250 CROSSROADS PROGRAMS INC 610 BEVERLY RANCOCAS RD WILLINGBORO NJ 08046 N/A PC General & Unrestricted 500 DANA FARBER CANCER INSTITUTE INC PO BOX 849168 BOSTON MA 02284 N/A PC Pancreatic Research Fund 250 DANA FARBER CANCER INSTITUTE INC PO BOX 849168 BOSTON MA 02284 N/A PC The Jimmy Fund 100 EMORY UNIVERSITY 1440 CLIFTON ROAD NE STE 112 ATLANTA GA 30322 N/A PC Charitable Event 500 EPILEPSY FOUNDATION NEW ENGLAND INC 650 SUFFOLK ST 405 LOWELL MA 01854 N/A PC Charitable Event 250 GREEK CHILDRENS FUND AT MEMORIAL SLOAN KETTERING C PO BOX 541500 FLUSHING NY 11354 N/A PC General & Unrestricted 500 HAWAII COMMUNITY FOUNDATION 827 FORT ST MALL HONOLULU HI 96813 N/A PC General & Unrestricted 75 HONOR FLIGHT NEW ENGLAND PO BOX 16287 HOOKSETT NH 03106 N/A PC General & Unrestricted 500 INSPIREDU INC 1550 SOUTHLAND CIR NW ATLANTA GA 30318 N/A PC General & Unrestricted 100 INTERNATIONAL MYELOMA FOUNDATION 4400 COLDWATER CANYON AVE STE 300 STUDIO CITY CA 91604 N/A PC General & Unrestricted 250 JEWISH COMMUNITY CENTER ON THE PALISADES 411 E CLINTON AVE TENAFLY NJ 07670 N/A PC The Thurnauer School of Music 1000 LAFAYETTE COLLEGE 730 HIGH ST 307 MARKEL HALL EASTON PA 18042 N/A PC Lafayette College Development & Training: Training The Street, Inc. 4500 LANIER LIBRARY ASSN INC 72 CHESTNUT ST TRYON NC 28782 N/A PC General & Unrestricted 100 LENOX HILL NEIGHBORHOOD HOUSE INC 331 E 70TH ST NEW YORK NY 10021 N/A PC The Teaching Kitchen 65 MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH 50 FEDERAL ST 6TH FL BOSTON MA 02110 N/A PC General & Unrestricted 100 MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC Funds to help children suffering from the devestating earthquake 2000 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 27432 NEW YORK NY 10087 N/A PC Charitable Event 1000 METAVIVOR RESEARCH AND SUPPORT INC 1783 FOREST DR 184 ANNAPOLIS MD 21401 N/A PC Charitable Event 500 MS 4 MS PO BOX 511 ARNOLD MD 21012 N/A PC General & Unrestricted 100 MYERS PARK BAPTIST CHURCH 1900 QUEENS RD CHARLOTTE NC 28207 N/A PC General & Unrestricted 500 NAPFA CONSUMER EDUCATION FOUNDATION 8700 W BRYN MAWR AVE STE 700N CHICAGO IL 60631 N/A PC General & Unrestricted 2500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 250 NEW JERSEY STATE FEDERATION OF WOMENS CLUBS 205 KINDERKAMACK RD WESTWOOD NJ 07675 N/A PC General & Unrestricted 200 NEXT STEP EQUAL EDUCATION 1206 W 8TH ST AUSTIN TX 78703 N/A PC General & Unrestricted 250 P E O FOUNDATION 3700 GRAND AVE DES MOINES IA 50312 N/A PC General & Unrestricted 250 PACE UNIVERSITY 100 SUMMIT LAKE DR VALHALLA NY 10595 N/A PC General & Unrestricted 250 PAN-MASSACHUSETTS CHALLENGE INC 77 4TH AVENUE NEEDHAM MA 02494 N/A PC Charitable Event 500 PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE STE 200 MANHATTAN BCH CA 90266 N/A PC Charitable Event 500 PARKINSONS FOUNDATION INC 200 SE 1ST ST STE 800 MIAMI FL 33131 N/A PC General & Unrestricted 250 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 N/A PC General & Unrestricted 200 POTTSTOWN REGIONAL PUBLIC LIBRARY 500 E HIGH ST POTTSTOWN PA 19464 N/A PC General & Unrestricted 500 RUSTIC LOVE 8507 WOLFTRAP RD VIENNA VA 22182 N/A PC General & Unrestricted 250 SERVE TO LEAD PO BOX 1964 ASHEVILLE NC 28802 N/A PC General & Unrestricted 500 SOUTH SHORES BAPTIST CHURCH 32712 CROWN VALLEY PKWY DANA POINT CA 92629 N/A PC General & Unrestricted 200 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 228 SUMMIT EDUCATIONAL FOUNDATION INC PO BOX 268 SUMMIT NJ 07902 N/A PC General & Unrestricted 100 TAR RIVER CHORAL AND ORCHESTRAL SOCIETY INC PO BOX 8255 ROCKY MOUNT NC 27804 N/A PC General & Unrestricted 500 THE HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 N/A PC Charitable Event 250 THE JED FOUNDATION 530 7TH AVE STE 801 NEW YORK NY 10018 N/A PC General & Unrestricted 250 THE PHOENIX CENTER INC 16 MONSIGNOR OWENS PL NUTLEY NJ 07110 N/A PC General & Unrestricted 1500 THE VI AND MILTON WEINSTEIN HOSPICE INC 3150 HOWELL MILL RD NW ATLANTA GA 30327 N/A PC General & Unrestricted 100 UKULELE KIDS CLUB INC 7901 4TH ST N STE 5563 ST PETERSBURG FL 33702 N/A PC General & Unrestricted 100 UNC HEALTH FOUNDATION INC 123 W FRANKLIN ST 510 CHAPEL HILL NC 27516 N/A PC General & Unrestricted 100 UNIVERSITY COMMUNITY SOCIAL SERVICES INC PO BOX 230728 NEW YORK NY 10023 N/A PC General & Unrestricted 250 VOLUNTEERS OF AMERICA INC 1660 DUKE ST ALEXANDRIA VA 22314 N/A PC General & Unrestricted 500 WESTFIELD LINCOLN SCHOOL PTO 728 WESTFIELD AVE WESTFIELD NJ 07090 N/A PC Project Playground 1000 YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC 140 CLARENDON ST STE 403 BOSTON MA 02116 N/A PC General & Unrestricted 240 35083 14 93 14 725 18 -1972 -1154 -1154 false false false false false false false false false false DFA INTERNATIONAL CORE EQUITY 2613 2583 DFA INVESTMENT GRADE PORTFOLIO 2961 2647 DFA U S CORE EQUITY 1 PORTFOLI 2635 2821 DFA U.S. SMALL CAP VALUE PORTF 1470 1791 NATIONAL ADVISORS HOLDINGS INC 56700 72001 VANGUARD DIVIDEND APPRECIATION 1748 1874 VANGUARD SHORT-TERM CORPORATE 1949 1960 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $35,083. This amount represents 25% or more of the Foundation's net assets of $120,238 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 4500 4500 Bank Charges 359 359 State or Local Filing Fees 25 25 990-PF Excise Tax for 2022 42