2025-09-24T13:34:06-04:00 2024-12-31 273774197 MODERA WEALTH MANAGEMENT LLC 6 WALL STREET ASHEVILLE NC 28801 990PF 2024-01-01 832574391 VICTORIA GARRETT LEGACY FOUNDATION VICT 8557392921 45 BEADLE LANE ASHEVILLE NC 28803 VICTORIA GARRETT KANEKLIDES DIRECTOR 8557392921 2025-09-22 true true CANDICE CANINO EA P02099315 8282777400 2025-09-24 2024 2025-03-06 01:10:19Z X 22369611 X X 58796 58796 470957 409331 -5833 2135424 2344 301 524221 470471 43046 43046 13482 13482 866 866 57394 57394 0 1135300 1135300 1192694 57394 1135300 -668473 413077 167890 88511 88511 700000 710000 710000 2819152 2121477 2035193 10266695 9445504 13914623 4301635 5233015 5621284 18255372 17598507 22369611 0 X 18255372 17598507 18255372 17598507 18255372 17598507 18255372 -668473 11608 17598507 17598507 2344 5742 5742 5742 11608 11608 5866 5866 false false false false false false false true true true false false false false true N/A NORMAN PAUL KANEKLIDES 8557392921 45 BEADLE LANE ASHEVILLE NC 28803 false false false false false false false false false false false false false false false false false false false false VICTORIA GARRETT KANEKLIDES 45 BEADLE LANE ASHEVILLE NC 28803 DIRECTOR 0.25 0 0 0 NORMAN PAUL KANEKLIDES 45 BEADLE LANE ASHEVILLE NC 28803 DIRECTOR 0.25 0 0 0 NONE NONE THE FOUNDATION AWARDED GRANTS TO TWENTY SEVEN QUALIFIED PUBLIC CHARITIES TO SUPPORT GENERAL CHARITABLE PURPOSES. SEE PART XIV FOR FULL DETAILS. N/A 21096755 1061184 0 22157939 22157939 332369 21825570 1091279 1091279 5742 5742 1085537 1085537 1085537 1135300 1135300 1085537 901642 1135300 901642 233658 851879 X ABCCM ABCCM 20 TWENTIETH ST 20 TWENTIETH ASHEVILLE NC 28806 501(C)(3) CHARITABLE 100000 ASHEVILLE DREAM CENTER ASHEVILLE DREAM CENTER 1854 HENDERSONVILLE RD 1854 HENDERSONVILLE RD ASHEVILLE NC 28803 501(C)(3) CHARITABLE 15000 BABYCYCLE DIAPER BANK BABYCYCLE DIAPER BANK 6543 46TH ST N 1102 6543 46TH ST N 1102 PINELLAS PARK FL 33781 501(C)(3) CHARITABLE 5000 BEYOND BEYOND PO BOX 831539 PO BOX 831539 RICHARDSON TX 75083 501(C)(3) CHARITABLE 5000 BLACK MOUNTAIN HOME FOR CHILDREN BLACK MOUNTAIN HOME FOR CHILDREN 80 LAKE EDEN ROAD 80 LAKE EDEN ROAD BLACK MOUNTAIN NC 28711 501(C)(3) CHARITABLE 700000 CAMPER'S CARE CAMPER'S CARE PO BOX 1145 PO BOX 1145 GRETNA VA 24557 NONE 501(C)(3) CHARITABLE 28000 CHANGED CHOICES CHANGES CHOICES PO BOX 34367 PO BOX 34367 CHARLOTTE NC 28234 501(C)(3) CHARITABLE 700 CHRIST METHODIST CHURCH INC CHRIST METHODIST CHURCH INC 467 1ST AVENUE N 467 1ST AVENUE N SAINT PETERSBURG FL 33701 NONE 501(C)(3) CHARITABLE 1900 CORE COMMUNITY ORGANIZED RELIEF CORE COMMUNITY ORGANIZED RELIEF 910 N HILL ST 910 N HILL ST LOS ANGELES CA 90012 501(C)(3) CHARITABLE 18000 EAGLE RANCH INC EAGLE RANCH INC PO BOX 7200 PO BOX 7200 CHESTNUT MOUNTAIN GA 30502 501(C)(3) CHARITABLE 50000 EAST-WEST MINISTIRES INTL EAST-WEST MINISTRIES INTL 2001 W PLANO PKWY STE 30 2001 W PLANO PKWY STE 30 PLANO TX 75075 NONE 501(C)(3) ACCOUNT 5000 EQUALITY FLORIDA INSTITUTE EQUALITY FLORIDA INSTITUTE PO BOX 13184 PO BOX 13184 ST PETERSBURG FL 33733 NONE 501(C)(3) CHARITABLE 10000 FORMATION LIFE MINISTRIES FORMATION LIFE MINISTRIES 1035 HEATHER GLEN DR 1035 HEATHER GLEN DR MATTHEWS NC 28104 501(C)(3) CHARITABLE 500 HAYWOOD STREET CONGREGATION HAYWOOD STREET CONGREGATION PO BOX 2982 PO BOX 2982 ASHEVILLE NC 28802 501(C)(3) CHARITABLE 7000 HELPMATE INC HELPMATE INC PO BOX 2263 PO BOX 2263 ASHEVILLE NC 28802 501(C)(3) CHARITABLE 5000 JAMES B SANDERLIN FAMILY CENTER JAMES B SANDERLIN FAMILY CENTER 2335 22ND AVE S 1 2335 22ND AVE S 1 ST PETERSBURG FL 33712 501(C)(3) CHARITABLE 9000 MANNA FOOD BANK MANNA FOOD BANK 627 SWANNANOA RIVER RD 627 SWANNANOA RIVER RD ASHEVILLE NC 28805 501(C)(3) CHARITABLE 15000 MEALS ON WHEELS OF ASHEVILLE MEALS ON WHEELS OF ASHEVILLE 146 VICTORIA RD 146 VICTORIA RD ASHEVILLE NC 28801 NONE 501(C)(3) CHARITABLE 10000 METROPOLITAN CHARITIES METROPOLITAN CHARITIES 3251 2ND AVE N 3251 2ND AVE N ST PETERSBURG FL 33713 NONE 501(C)(3) CHARITABLE 6000 MOUNTAIN AREA PREGNANCY SERVICES MOUNTAIN AREA PREGNANCY SERVICES 1710 OLD HAYWOOD RD 1710 OLD HAYWOOD RD ASHEVILLE NC 28806 501(C)(3) CHARITABLE 5000 NORTHEAST PRESBYTRIAN CHURCH NORTH EAST PRESBYTERIAN CHURCH 4400 SHORE ACRES BLVD NE 4400 SHORE ACRES BLVD NE ST PETERSBURY FL 33703 501(C)(3) CHARITABLE 12000 PARSON OF THE HILLS FOUNDATION PARSON OF THE HILLS FOUNDATION 7655 VALLEY HAVEN DR 7655 VALLEY HAVEN DR HICKORY NC 28602 NONE 501(C)(3) CHARITABLE 35000 SAFELIGHT INC SAFELIGHT INC 317 N WASHINGTON ST 3317 N WASHINGTON ST HENDERSONVILLE NC 28739 501(C)(3) CHARITABLE 15000 SAMARITAN'S PURSE SAMARITAN'S PURSE PO BOX 3000 PO BOX 3000 BOONE NC 28607 501(C)(3) CHARITABLE 15000 SKYLAND UNITED METHODIST CHURCH SKYLAND UNITED METHODIST CHURCH PO BOX 697 PO BOX 697 SKYLAND NC 28776 501(C)(3) CHARITABLE 41500 ST JUDE CHILDREN'S RESEARCH HOSPITA ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PL 501 ST JUDE PL MEMPHIS TN 38105 NONE 501(C)(3) PURPOSE 700 WESTERN CAROLINA RESCUE MINISTIRES WESTERN CAROLINA RESCUE MINISTRIES PO BOX 909 PO BOX 909 ASHEVILLE NC 28802 NONE 501(C)(3) PURPOSE 20000 1135300 14 58796 14 409331 61626 -5833 OTHER INCOME 301 468127 56094 524221 3 MAINTAINING FUNDS IN INTEREST-BEARING ACCOUNTS IS PART OF PRUDENT CASH MANAGMENT. WHILE NOT A PROGRAM ITSELF, THIS ACTIVITY ENSURES LIQUIDITY SO THE FOUNDATION CAN RELIABLY MEET GRANT COMMITMENTS TO PUBLIC CHARITIES. 4 INVESTMENT IN PUBLICY TRADED SECURITIES ALLOWS THE FOUNDATION TO PRESERVE AND GROW ASSETS IN A RESPONSIBLE MANNER. ALTHOUGH NOT A DIRECT CHARITABLE PROGRAM, THIS ACTIVITY SUPPORTS THE FOUNDATION'S ABILITY TO MAKE CONSISTENT CHARITABLE CONTRIBUTIONS. 8 PERIODIC SALES OF INVESTMENTS ARE MADE TO REBALANCE THE PORTFOLIO AND GENERATE CASH FLOW. THIS ACTIVITY SUPPORTS THE FOUNDATION'S ONGOING CHARITABLE GRANTMAKING. 11B OTHER MISCELLANEOUS INCOME IS NOT A PROGRAM ACTIVITY, BUT IS APPLIED TO SUSTAIN THE FOUNDATION'S CHARITABLE DISBURSEMENTS. false false false false false false false false false false CHARLES SCHWAB - ACCT 6751 PURCHASE 396707 399399 -2692 CHARLES SCHWAB - ACCT 6751 PURCHASE 1736373 1741858 -5485 INVESTMENT CORPORATE BONDS- MUTUAL F 5233015 5621284 INVESTMENT CORPORATE STOCK 5044742 8230254 EXCHANGE TRADED FUNDS 4400762 5684369 EXPENSES MISC. ADMIN EXPENSES 866 866 OTHER INCOME 301 2023 OVERPAYMENT - PREPAID FEDERAL EXCISE TAX 11608 CHARLES SCHWAB ADVISOR FEES 43046 43046 FOREIGN TAXES 13482 13482