Modera Charitable Foundation

WESTWOOD, NJ EIN: 20-2056601

Modera Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTWOOD, NJ. IRS filing data is available from 2021 through 2024. In 2024, it awarded 22 grants totaling $57K. Net investment income was $33.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$57K

+61.1% YoY

Grant Count

22

-67.2% YoY

Avg Grant Size

$3K

+390.5% YoY

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.

About Modera Charitable Foundation

Based on IRS filings

Modera Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTWOOD, NJ. IRS filing data is available from 2021 through 2024. In 2024, it awarded 22 grants totaling $57K. Net investment income was $33.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

28states
+20 more states

Cities

AlexandriaAnnapolisArlingtonArnoldAshevilleAthensAtlantaAustinBereaBeverly HillsBostonBoulderBrentwoodBrocktonBrooklynBurnsChapel HillCharlotteChicagoCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$35K$53K$70K2021202220232024
Metric202420232022
Total Assets$75,231$116,394
Revenue$-11,499$-1,154$54,070
Expenses$63,982$40,009$36,405
Qualifying Distributions$63,871$39,608$35,954
Net Investment Income$33$459$3,010
Distributable Amount$4,051$5,132$6,480

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$42K$57K42 grants202151 grants202267 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIDELITY INVESTMENTS CHA…$26KCERTIFIED FINANCIAL PLAN…$25KUNIVERSITY OF MIAMI$1KVOLUNTEERS OF AMERICA INC$1KCOMMUNITY FOUNDATION OF …$500COMMUNITY FOUNDATION OF …$500FRIENDS OF KAREN INC$500PENNSYLVANIA STATE UNIVE…$500YALE UNIVERSITY$500DSC UNITED CORP$350

Grant Size Distribution

164 grants across all recorded years

164<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fidelity Investments Charitable Gift Fund ($25,555), Certified Financial Planner Board of Standards Inc ($25,000), University of Miami ($1,000).

RecipientPurposeAmount
AMERICAN HEART ASSOCIATION INC DALLAS, TXGeneral & Unrestricted$100
AMERICAN PARKINSON DISEASE ASSOC STATEN ISLAND, NYGeneral & Unrestricted$100
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC WASHINGTON, DCCFP Scholarship Fund$25,000
CITY OF HOPE DUARTE, CAGeneral & Unrestricted$100
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC GREENSBORO, NCGeneral & Unrestricted$500
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC GREENSBORO, NCWomen 2 Women program$500
DSC UNITED CORP TWP WASHINTON, NJGeneral & Unrestricted$350
ELIADA HOMES INC ASHEVILLE, NCGeneral & Unrestricted$50
FIDELITY INVESTMENTS CHARITABLE GIFT FUND CINCINNATI, OHModera Community Impact Fund$25,555
FIRST ASSOCIATE REFORMED PRESBYTERIAN CHURCH STATESVILLE, NCGeneral & Unrestricted$200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Tom OrecchioDir, Pres1
Robert SiefertSec, VP1
Mark WilloughbyAssistant Sec, VP, Dir1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Modera Charitable Foundation?

Modera Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTWOOD, NJ. It holds — in total assets as of 2024.

Where does Modera Charitable Foundation operate?

Modera Charitable Foundation has awarded grants in California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Illinois, Kentucky, Louisiana, Massachusetts, Maryland, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington.

What size grants does Modera Charitable Foundation award?

In 2024, Modera Charitable Foundation awarded 22 grants totaling $57K — an average of about $3K per grant, based on its IRS Form 990 filings.

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 2021–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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