NOCHERA FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NOCHERA FAM FOUNDATION (EIN 06-6489312)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349102286
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:53:10-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060769038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASOTTI & MASOTTI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066489312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NOCHERA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOCH | BusinessNameControlTxt |
| Phone | 8604253357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH COVE RD | AddressLine1Txt |
| City | OLD SAYBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064752568 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA NOCHERA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8604253357 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL GREENBERG CPA | PreparerPersonNm |
| PTIN | P00281062 | PTIN |
| Phone | 2033231191 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 14:52:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4A111055D0BB416F999710660F8C1A4CBCB97388 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4A111055D0BB416F999710660F8C1A4CBCB97388 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $149,581 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,139 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$2,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,298 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $152,683 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $141,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $148,283 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $150,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $149,581 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $150,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $142,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $142,300 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 693.27 PIMCO COMMODITY REAL RETURN STRATEGY FUND | 2018-12-12 | $4,034 | $13,280 | -$9,246 | -$9,246 | ||
| 297.398 BERWYN INCOME FUND | 2018-01-02 | $3,980 | $3,947 | $33 | $33 | 2010-09-14 | |
| 938.086 OPPENHEIMER INTL BOND FUND | 2018-12-12 | $4,985 | $5,372 | -$387 | -$387 | 2010-07-09 | |
| CAPITAL GAINS DIVIDENDS | $8,291 | $8,291 | $8,291 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,173 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044182 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $156,905 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033778 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $163,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047675 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $155,908 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042974 | DistributionYr5Rt |
| Total Distribution | 0.216262 | TotalDistributionRt |
| Average Distribution | 0.043252 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $167,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,250 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $21 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VIRGINIA JOSEPH NOCHERA | IndividualWithBooksNm |
| Phone | 8604253357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH COVE ROAD | AddressLine1Txt |
| City | OLD SAYBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064752568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA S NOCHERA | ||||||||
| 201 NORTH COVE ROAD | OLD SAYBRROK | CT | 06475 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOSEPH T NOCHERA | ||||||||
| 201 NORTH COVE ROAD | OLD SAYBROOK | CT | 06475 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $168,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $169,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $169,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $167,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21 | TotalTaxAmt |
| Distributable Before Adj | $8,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,336 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $23 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $23 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $187 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23 | ExcessFromYear4Amt |
| Excess From Current Year | $164 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA S NOCHERA | ContributingManagerNm |
| Contributing Manager | JOSEPH T NOCHERA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH NOCHERA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH COVE ROAD | AddressLine1Txt |
| City | OLD SAYBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064752568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8604253357 | RecipientPhoneNum |
| Form And Info And Materials | THE PURPOSE FOR WHICH FUNDS ARE REQUESTED, COPY OF IRS DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BIRD CONSERVANCY | |||||||
| 4249 LOUDOUN AVENUE | THE PLAINS | VA | 20198 | NONE | 501(C)3 | ABC WORKS TO PREVENT THE EXTINCTION OF THE MOST ENDANGERED BIRDS BY HELPING PARTNER GROUPS TO ESTABLISH AND SUSTAIN PROTECTED RESERVES. | $1,000 |
| BAT CONSERVATION INTERNATIONAL | |||||||
| 4600 N FAIRFAX DRIVE FL 7 | ARLINGTON | VA | 22203 | NONE | 501(C)3 | THE ORGANIZATION WORKS TO CONSERVE THE WORLD'S BATS AND THIER HABITATS THROUGH CONSERVATION, EDUCATION AND RESEARCH. | $1,000 |
| UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06457 | NONE | 501(C)3 | HELP MEET THE NEEDS OF CONNECTICUT RESIDENTS BY PROVIDING INFORMATION, EDUCATION AND CONNECTION TO SERVICES | $2,000 |
| XERCES SOCIETY | |||||||
| 628 NE BROADWAY STE 200 | PORTLAND | OR | 97232 | NONE | 501(C)3 | THE XERCES SOCIETY IS A NON-PROFIT ENVIRONMENTAL ORGANIZATION THAT FOCUSES ON THE CONSERVATION OF INVERTEBRATES CONSIDERED TO BE ESSENTIAL TO BIOLOGICAL DIVERSITY AND ECOSYSTEM HEALTH. | $1,000 |
| BORDER ANGELS | |||||||
| 2258 ISLAND AVENUE | SAN DIEGO | CA | 92102 | NONE | 501(C)3 | THE ORGANIZATION ADVOCATES FOR HUMAN RIGHTS, HUMANE IMMIGRATION REFORM, AND SOCIAL JUSTICE WITH A SPECIAL FOCUS ON ISSUES RELATED TO ISSUES RELATED TO THE US-MEXICAN BORDER. | $3,000 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER STREET FL 11 | SAN FRANCISCO | CA | 94101 | NONE | 501(C)3 | THE ORGANIZATION PROTECTS AND RESTORES CALIFORNIA REDWOOD FORESTS AND CONNECTS PEOPLE WITH THEIR PEACE AND BEAUTY. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,830 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MASOTTI & MASOTTI | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 374.62 FIRST EAGLE GLOBAL FUND CL C | AT COST | $13,875 | $18,390 |
| 1690.361 OPPENHEIMER INTL BOND FUND CL A | AT COST | $9,246 | $9,060 |
| 509.089 MATTHEWS ASIAN GROWTH | AT COST | $8,679 | $7,087 |
| 403.001 BERWYN INCOME FUND | AT COST | $5,531 | $5,070 |
| 1254.044 VANGUARD DIVIDEND GROWTH INCOME FUND | AT COST | $20,522 | $30,674 |
| 160 VANGUARD INDEX FDS REIT ETF | AT COST | $8,499 | $11,931 |
| 1531.970 AMERICAN CENTURY MID CAP VALUE FUND | AT COST | $23,461 | $20,620 |
| 649.839 GROWTH FUND OF AMERICA CL C | AT COST | $27,790 | $25,500 |
| 497.109 INTERNATIONAL GROWTH AND INCOME FUND CL C | AT COST | $17,768 | $14,491 |
| 523.008 VANGUARD SHORT-TERM INVESTMENT GRADE FUND | AT COST | $5,631 | $5,460 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $77 | $0 | $0 |
| FOREIGN TAX WITHHELD | $59 | $0 | $0 |
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