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Nonprofit · EIN 20-2056601

MODERA CHARITABLE FOUNDATION

Tax-exempt · WESTWOOD, NJ 07675

Financials

−$1K$40K2023−$11K$64K2024
Revenue Expenses · by fiscal year end
Financials of MODERA CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$11,499$63,982-$75,481$0$0$0
December 31, 2023990-PF-$1,154$40,009-$41,163$75,231$0$75,231
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$9
Interest
$129
Net gain from sales of assets
-$11,637

Expenses

Grants and similar amounts paid
$56,505
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$63,871

Balance sheet and other

Total assets, start of year
$75,231
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets, end of year
$0
Qualifying distributions
$63,871
Net investment income
$138

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Tom Orecchio
56 Jefferson avenue, Westwood, NJ 07675
Dir, Pres1$0
Robert Siefert
56 Jefferson avenue, Westwood, NJ 07675
Sec, VP1$0
Mark Willoughby
56 Jefferson avenue, Westwood, NJ 07675
Assistant Sec, VP, Dir1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Tom Orecchio
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
Robert Siefert
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Sec, VP1$0
Mark Willoughby
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Assistant Sec, VP, Dir1$0

Address and contacts

Address (IRS master file)
56 JEFFERSON AVE, WESTWOOD, NJ 07675-2227
In care of
% MODERA WEALTH MANAGEMENT
Signed the 990-PF
0, president
Phone
(201) 497-1490
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2056601
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1
Income (IRS master file)
$58,576

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$11,499$63,982$0XML
990-PFDecember 2023-$1,154$40,009$75,231XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2056601).

Questions about MODERA CHARITABLE FOUNDATION

What is the EIN of MODERA CHARITABLE FOUNDATION?
The employer identification number (EIN) of MODERA CHARITABLE FOUNDATION is 20-2056601.
Is MODERA CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to MODERA CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MODERA CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MODERA CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MODERA CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MODERA CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MODERA CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$11,499, expenses of $63,982 and total assets of $0 at year end.

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