Modera Charitable Foundation
EIN 202056601 Private FoundationAbout
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, 2018, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $43,800. This amount represents over 25% of the Foundation's net assets of $132,535 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. 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 XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $10K | $122K | $4K | 32 |
| 2018 | $44K | $137K | $62K | 30 |
| 2019 | N/A | $149K | $8K | N/A |
| 2020 | $35K | $118K | $4K | 25 |
| 2021 | $19K | $112K | $20K | 42 |
| 2022 | $32K | $120K | $54K | 51 |
| 2023 | $35K | $91K | $-1K | 67 |
| 2024 | $57K | $0 | $-11K | 22 |
Grant Size Distribution
Based on 269 grants on record
Geographic Distribution
Texas Counties Served
Top 3 counties
- 1 Montgomery
- 2 Travis
- 3 Dallas
Officers & Directors
Grants Awarded (269 total)
| Purpose | ||||
|---|---|---|---|---|
| Schwab Charitable Fund | San Francisco, CA | $38,500 | The Plechner Family Charitable Fund | 2018 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $25,555 | Modera Community Impact Fund | 2024 |
| Certified Financial Planner Board of Standards Inc | Washington, DC | $25,000 | CFP Scholarship Fund | 2024 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $17,109 | Robert Hockett Family Fidelity Charitable Fund | 2020 |
| Young Mens Christian Association of the Suncoast I | Clearwater, FL | $5,677 | General & Unrestricted | 2021 |
| G Fred Dibona Jr Memorial Foundation | Gladwyne, PA | $5,500 | Charitable Event | 2022 |
| Lafayette College | Easton, PA | $4,500 | Lafayette College Development & Training: Training The Street, Inc. | 2023 |
| Lafayette College | Easton, PA | $4,500 | Training The Street, Inc. | 2022 |
| Collegetracks | Silver Spring, MD | $2,500 | General & Unrestricted | 2023 |
| Napfa Consumer Education Foundation | Chicago, IL | $2,500 | General & Unrestricted | 2023 |
| Boston Foundation Inc | Boston, MA | $2,000 | For COVID-19 Response Fund | 2020 |
| Citrus County Harvest Inc | Lecanto, FL | $2,000 | Citrus County Blessing - support those affected by COVID-19 | 2020 |
| The Northern New Jersey Community Foundation | Hackensack, NJ | $2,000 | COVID-19 Rapid Response Fund | 2020 |
| United Way of Central Carolinas Inc | Charlotte, NC | $2,000 | Foundation For the Carolinas COVID-19 Response Fund | 2020 |
| United Way of Greater Atlanta Inc | Atlanta, GA | $2,000 | Greater Atlanta COVID-19 Response and Recovery Fund | 2020 |
| Medecins Sans Frontieres Usa Inc | Hagerstown, MD | $2,000 | Funds to help children suffering from the devestating earthquake | 2023 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $2,000 | General & Unrestricted | 2022 |
| Rosies Place Inc | Boston, MA | $1,500 | General & Unrestricted | 2020 |
| The Phoenix Center Inc | Nutley, NJ | $1,500 | 2020 Holiday Gift Drive | 2020 |
| Boys & Girls Clubs of Citrus County Inc | Lecanto, FL | $1,500 | General & Unrestricted | 2021 |
| The Phoenix Center Inc | Nutley, NJ | $1,500 | General & Unrestricted | 2021 |
| The Phoenix Center Inc | Nutley, NJ | $1,500 | General & Unrestricted | 2023 |
| The Phoenix Center Inc | Nutley, NJ | $1,500 | General & Unrestricted | 2022 |
| Dana Farber Cancer Institute Inc | Boston, MA | $1,250 | General & Unrestricted | 2021 |
| St Jude Childrens Research Hospital Inc | Memphis, TN | $1,100 | General & Unrestricted | 2022 |
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