Modera Charitable Foundation
Modera Charitable Foundation is a private foundation based in Westwood, New Jersey. In 2024, it reported 22 grants totaling $56,505, including support for a community impact fund and a scholarship fund.
Modera Charitable Foundation at a glance
In short: Modera Charitable Foundation gave $57K across 22 grants in 2024 (avg $3K), top state Ohio. 85% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $56,505
- +61.1% vs 2023
- Grants made (2024)
- 22
- -67.2% vs 2023
- Average grant
- $2,568
- +390.5% vs 2023
- Median grant
- $150
- New grantees (estimate)
- 85% first-time grantees (17 of 20, 2024; small sample)
- Primary geography
- Ohio (45% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Modera Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 56 Jefferson Avenue, Westwood, NJ 07675
Phone: (201) 497-1490
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Modera Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Fidelity Investments Charitable Gift Fund ($26K). Together the top 10 received $56K.
Organizations only. It also paid 1 grant to individuals ($100), which are not listed by name.
Grant Size Distribution
207 grants across all recorded years
The most common grant size was under $50K: 207 grants of 207 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars were reported as going primarily to recipients in Ohio (45%) and the District of Columbia (44%). The remaining reported shares were North Carolina (2%), Florida (2%), and Massachusetts (2%).
Grant Distribution by State
Share of 2024 grant dollars across all 22 itemized grants.
States
Cities
Is Modera Charitable Foundation open to new grantees?
85%
first-time grantees, 2024
In 2024, 17 of 20 grantees (85%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $9K. How we count
Medians: $100 first-time, $1K repeat.
- 5% of 2024 grantees were also funded in 2023. Method
- Giving grew 192% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $19K (2021) to $57K (2024). In 2024 it made 22 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund Cincinnati, OH | Modera Community Impact Fund | $25,555 |
| Certified Financial Planner Board of Standards Inc Washington, DC | CFP Scholarship Fund | $25,000 |
| University of Miami Miami, FL | General & Unrestricted | $1,000 |
| Volunteers of America Inc Jamaica Plain, MA | General & Unrestricted | $1,000 |
| Community Foundation of Greater Greensboro Inc Greensboro, NC | General & Unrestricted | $500 |
| Community Foundation of Greater Greensboro Inc Greensboro, NC | Women 2 Women program | $500 |
| Friends of Karen Inc North Salem, NY | General & Unrestricted | $500 |
| Pennsylvania State University State College, PA | General & Unrestricted | $500 |
| Yale University New Haven, CT | General & Unrestricted | $500 |
| DSC United Corp TWP Washinton, NJ | General & Unrestricted | $350 |
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Financial History
Multi-year comparison from IRS filings
The 2024 filing states that distributions in excess of current income totaled $56,505, representing at least 25% of the foundation’s $90,832 in net assets at the beginning of that taxable year.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $-11,499 | $63,982 | $56,505 | 22 | $63,871 | $33 | $4,051 |
| 2023 | $75,231 | $-1,154 | $40,009 | $35,083 | 67 | $39,608 | $459 | $5,132 |
| 2022 | $116,394 | $54,070 | $36,405 | $31,929 | 51 | $35,954 | $3,010 | $6,480 |
| 2021 | $98,729 | $20,365 | $23,800 | $19,382 | 42 | $23,407 | $5,297 | $6,181 |
| 2020 | $102,164 | $3,649 | $39,322 | $34,759 | 25 | — | $3,261 | $5,871 |
Under IRS private-foundation payout rules, Modera Charitable Foundation reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included a contribution to the CFP Scholarship Fund and a contribution designated for the Modera Community Impact Fund, as well as grants with general and unrestricted purposes.
Grantees’ own descriptions show a range of activities among organizations supported in 2024. Friends of Karen says it provides emotional, financial, and advocacy support to children with life-threatening illnesses and their families. DSC United Corp describes itself as a youth soccer association focused on developing players ages 5–19. Richardson Rescue says it rescues, cares for, and finds homes for dogs and cats, while the American Heart Association describes its mission as promoting longer, healthier lives.
Grantmaking
In filing year 2024, the foundation reported 22 grants totaling $56,505. Grant amounts ranged from $50 to $25,555, with a median of $150.
The largest reported grants were $25,555 to Fidelity Investments Charitable Gift Fund for the Modera Community Impact Fund and $25,000 to the Certified Financial Planner Board of Standards for the CFP Scholarship Fund. Other listed grants included $1,000 each to the University of Miami and Volunteers of America, both for general and unrestricted purposes; $500 to the Community Foundation of Greater Greensboro for its Women 2 Women program; and $500 to Friends of Karen for general and unrestricted purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Tom Orecchio as director and president; Robert Siefert as secretary and vice president; and Mark Willoughby as assistant secretary, vice president, and director.
Modera Charitable Foundation is led by Tom Orecchio, Director & President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Tom Orecchio
Director & President
On filings since 2020
1 hr/week
No compensation reported
Mark Willoughby
Assistant Secretary, Vice President & Director
On filings since 2020
1 hr/week
No compensation reported
Robert Siefert
Secretary & Vice President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Modera Charitable Foundation
How much does Modera Charitable Foundation give each year?
Modera Charitable Foundation gave $57K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $35K across 67 grants.
What is Modera Charitable Foundation's typical grant size?
Modera Charitable Foundation's median grant in 2024 was $150, and its average grant was $2,568, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Modera Charitable Foundation that year got $2K on average.
Where does Modera Charitable Foundation give grants?
Modera Charitable Foundation's top state is Ohio, with 45% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest state was District of Columbia (44%). The most frequent recipient cities were Greensboro, NC (2 grants) and Wayne, NJ (2 grants).
Does Modera Charitable Foundation give general operating support?
Yes: 73% of Modera Charitable Foundation's 2024 grants with a stated purpose (16 of 22) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Modera Charitable Foundation's largest grantees?
Modera Charitable Foundation's largest 2024 grantees include Fidelity Investments Charitable Gift Fund ($25,555), Certified Financial Planner Board of Standards Inc ($25,000) and Community Foundation of Greater Greensboro Inc ($1,000 across 2 grants), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($100), which are not listed by name. Together they received 91% of its itemized 2024 grant dollars.
What does Modera Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included a contribution to the CFP Scholarship Fund and a contribution designated for the Modera Community Impact Fund, as well as grants with general and unrestricted purposes. See mission & focus areas ↑
How do I apply for a grant from Modera Charitable Foundation?
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Modera Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Modera Charitable Foundation reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Modera Charitable Foundation's EIN?
Modera Charitable Foundation's EIN (Employer Identification Number) is 20-2056601. IRS Form 990 filing data is available on this page for 2020–2024.
Does Modera Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- IRS filings on file for fiscal years 2021–2024
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Cite this profile
Grantable. (2026). Modera Charitable Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/modera-charitable-foundation-morg_9259694ab8894d888d313150204db89f
BibTeX
@misc{grantable_202056601_2026,
author = {{Grantable}},
title = {{Modera Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/modera-charitable-foundation-morg_9259694ab8894d888d313150204db89f},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Modera Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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