2025-08-25T10:15:41-04:00 2024-12-31 EXTENDED RELIEF HURRICANE HELENE 273774197 MODERA WEALTH MANAGEMENT LLC 6 WALL STREET ASHEVILLE NC 28801 990PF 2024-01-01 856798871 THE DEEGAN FAMILY CHARITABLE FOUNDATION DEEG 3018653968 4005 TRANQUILITY COURT MONROVIA MD 21770 REBECCA DEEGAN TRUSTEE 3018653968 2025-06-26 true false MOLLIE SWANN CPA P01675837 8282777400 2025-08-22 2024 2025-03-06 01:10:19Z EXTENDED RELIEF HURRICANE HELENE X 1965935 X X 113 113 45347 44429 22714 106909 22714 68174 67256 1800 1800 1344 1344 3706 3706 6850 6850 0 115382 115382 122232 6850 115382 -54058 60406 37430 60830 60830 1858136 1905105 1905105 1895566 1965935 1965935 0 X 1895566 1965935 1895566 1965935 1895566 1965935 1895566 -54058 124427 1965935 1965935 577 SH DIMENSIONAL US CORE LT COV P 2021-12-29 2024-10-14 20109 16802 3307 3307 430 SH DIMENSIONAL US CORE LT COV P 2021-12-29 2024-10-16 15037 12522 2515 2515 1072 SH DIMENSIONAL US CORE LT COV P 2021-12-29 2024-11-11 38719 31217 7502 7502 145 SH DIMENSIONAL US SMALL LT COV P 2020-04-27 2024-11-11 10158 4702 5456 5456 245 SH DIMENSIONAL US LT COV P 2023-02-01 2024-10-14 10291 8689 1602 1602 287 SH DIMENSIONAL US LT COV P 2023-02-01 2024-11-11 12595 10263 2332 2332 22714 840 840 840 2195 2195 X 44 1311 1311 false false false false false false false true true true false false false false true N/A REBECCA DEEGAN 3018653968 4005 TRANQUILITY COURT MONROVIA MD 21770 false false false false false false false false false false false false false false false false false false false false REBECCA DEEGAN 4005 TRANQUILITY COURT MONROVIA MD 21770 TRUSTEE 000.00 0 0 0 NONE NONE 10/23/2024: CONTRIBUTION OF 10,000 TO CAMP CAN DO 2014, INC, LOCATED AT 67 GOLF CLUB DR, LANGHORNE PA 19047. FEID 46-2995488. 10/16/2024: CONTRIBUTION OF 10,000 TO THE GARY SINISE FOUNDATION, LOCATED AT PO BOX 40726, NASHVILLE TN 37204. FEID 80-0587086. 10/15/2024: CONTRIBUTION OF 10,000 TO PAWS FOR PURPLE HEARTS, LOCATED AT 10201 OLD REDWOOD HWY, PENNGROVE CA 94951. FEID 45-3342634 10/9/2024: CONTRIBUTION OF 10,000 TO MERCY MEDICAL ANGELS, LOCATED AT 101 WEST MAIN ST, SUITE 1000, NORFOLK, VA 23510. FEID 52-1374161 115383 N/A 1961240 31732 0 1992972 1992972 29895 1963077 98154 98154 840 840 97314 97314 97314 115382 115382 97314 33844 115382 33844 81538 15776 X REBECCA DEEGAN 4005 TRANQUILITY COURT MONROVIA MD 21770 3018653968 DEEPCREEK285@COMCAST.NET ST IGNATIUS OF LOYOLA ST IGNATIUS OF LOYOLA 6024 TERRACE DRIVE 6024 TERRACE DRIVE LOS ANGELES CA 90042 501(C)3 CHARITABLE 3000 WIGS FOR KIDS WIGS FOR KIDS 24231 CENTER RIDGE RD 24231 CENTER RIDGE RD WESTLAK OH 44145 501(C)3 CHARITABLE 5000 NAVY SEAL FOUNDATION NAVY SEAL FOUNDATION 1619 D STREET 1619 D STREET VIRGINIA BEACH VA 23459 501(C)3 CHARITABLE 5000 THE V FOUNDATION FOR CANCER RESEARC THE V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY 14600 WESTON PARKWAY CARY NC 27513 501(C)3 CHARITABLE 5000 CAMP CAN DO CAMP CAN DO 67 GOLF CLUB DRIVE 67 GOLF CLUB DRIVE LANGHORNE PA 19047 501(C)3 CHARITABLE 10000 ST GEORGE CHURCH ON THE GREEN ST GEORGE CHURCH ON THE GREEN 33 WHITFIELD STREET 33 WHITFIELD STREET GUILFORD CT 06437 501(C)3 CHARITABLE 4500 MERCY MEDICAL ANGELS MERCY MEDICAL ANGELS 101 W MAIN ST 1000 101 W TRADE ST 1000 NORFOLK VA 23510 501(C)3 CHARITABLE 10000 ST KATHARINE DREXEL CHURCH ST KATHARINE DREXEL CHURCH 1 PETER DR 1 PETER DR MECHANICSBURG PA 17050 501(C)3 CHARITABLE 2500 GARY SINISE FOUNDATION GARY SINISE FOUNDATION PO BOX 40726 PO BOX 40726 NASHVILLE TN 37204 501(C)3 CHARITABLE 10000 THON THON 227D HETZEL UNION BLDG 227D HETZEL UNION BLDG UNIVERSITY PARK PA 16802 170(C)(1) CHARITABLE 10000 MAXWELL FOR LIFE MAXWELL FOR LIFE 11109 EAGLETRACE DR 11109 EAGLETRACE DR NEW MARKET MD 21774 501(C)3 CHARITABLE 500 WMHS FDN HEART INST WMHS FDN HEART INST 12400 WILLOWBROOK RD 12400 WILLOWBROOK RD CUMBERLAND MD 21502 501(C)3 CHARITABLE 5000 THE COVE CTR FOR GRIEVING CHILDREN THE COVE CENTER FOR GRIEVING CHILDREN 1113 A SOUTH MAIN ST 1113 A SOUTH MAIN ST CHESHIRE CT 06410 501(C)3 CHARITABLE 1033 WOMEN & FAMILY LIFE CENTER WOMEN & FAMILY LIFE CENTER 96 FAIR ST 96 FAIR ST GUILFORD CT 06437 501(C)3 CHARITABLE 1030 SCOUTING AMERICA SCOUTING AMERICA 1325 W WALNUT HILL LN 1325 W WALNUT HILL LN IRVING TX 75015 501(C)3 CHARITABLE 1030 RHODE HOME RESCUE RHODE HOME RESCUE 1084 W SHORE RD 1084 W SHORE RD WARWICK RI 02889 501(C)3 CHARITABLE 1000 AOPA FOUNDATION AOPA FOUNDATION 421 AVIATION WAY 421 AVIATION WAY FREDERICK MD 21701 501(C)3 CHARITABLE 527 WOMEN IN AVIATION INTL WOMEN IN AVIATION INTL 1864 DAYTON GERMANTOWN PI 1864 DAYTON GERMANTOWN PI GERMANTOWN OH 45327 501(C)3 CHARITABLE 515 PILOTS N PAWS PILOTS N PAWS 4651 HOWE RD 4651 HOWE RD LANDRUM SC 29356 501(C)3 CHARITABLE 511 ST GIANNA CENTER ST GIANNA CENTER 1508 59TH ST 1508 59TH ST GULFPORT FL 33707 501(C)3 CHARITABLE 5000 HUNTINGTON'S DISEASE SOC OF AMERICA HUNTINGTON'S DISEASE SOC OF AMERICA 505 8TH AVE SUITE 1402 505 8TH AVE SUITE 1402 NEW YORK NY 10018 501(C)3 CHARITABLE 3105 GIRLS ON THE RUN NYC GIRLS ON THE RUN NYC 77 SANDS ST 6TH FLOOR 77 SANDS ST 6TH FLOOR BROOKLYN NY 11201 501(C)3 CHARITABLE 1031 PAWS FOR PURPLE HEARTS PAWS FOR PURPLE HEARTS 250 SE 1ST ST 250 SE 1ST ST CANYONVILLE OR 97417 501(C)3 CHARITABLE 10000 TUNNEL TO TOWERS FDN TUNNEL TO TOWERS FDN 2361 HYLAN BLVD 2361 HYLAN BLVD STATEN ISLAND NY 10306 501(C)3 CHARITABLE 5100 CROSS INTERNATIONAL CROSS INTERNATIONAL 1280 SW 36TH AVE 1280 SW 36TH AVE POMPANO BEACH FL 33069 501(C)3 CHARITABLE 5000 VFW VFW 406 W 34TH ST 406 W 34TH ST KANSAS CITY MO 64111 501(C)3 CHARITABLE 5000 MARINE TOYS FOR TOTS MARINE TOYS FOR TOTS 18251 QUANTICO GATEWAY DR 18251 QUANTICO GATEWAY DR TRANGLE VA 22172 501(C)3 CHARITABLE 5000 115382 113 45347 22714 68174 68174 false false false false false false false false false false TAX PREPARATION FEES 1800 1800 EXCHANGE TRADED FUNDS FMV 1079483 1079483 MUTUAL FUNDS FMV 825622 825622 EXPENSES MANAGEMENT FEES 3706 3706 UNREALIZED GAIN 124427 EXTENDED DUE TO HURRICANE HELENE - FILING DEADLINE SEPTEMBER 25, 2025 TAXPAYERS ARE CONSIDERED TO BE AFFECTED TAXPAYERS ELIGIBLE FOR THEPOSTPONEMENT OF TIME TO FILE RETURNS, PAY TAXES AND PERFORM OTHER TIME- SENSITIVE ACTS LISTED IN TREAS. REG 301.7508A-1(D)(1). FOREIGN TAXES 1344 1344