NOCHERA FAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NOCHERA FAM FOUNDATION (EIN 06-6489312)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201541359349102269
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T14:49:02-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MASOTTI MASOTTI LLC | PreparerPersonNm |
| PTIN | P00281062 | PTIN |
| Phone | 2033231191 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $161,537 | 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 | $3,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,529 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,085 | 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 | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $164 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$3,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,927 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $143,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $145,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,610 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $139,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $161,537 | 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 | $139,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $151,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $151,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $151,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $151,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 123.518 RS PARTNERS FUND CL A | 2014-01-22 | $5,000 | $3,843 | $1,157 | $1,157 | ||
| 48.924 MATTHEWS ASIAN GROWTH & INCOME FUND | 2014-08-27 | $1,000 | $851 | $149 | $149 | 2006-03-03 | |
| 245.821 MATTHEWS ASIAN GROWTH & INCOME FUND | 2014-09-04 | $5,000 | $4,275 | $725 | $725 | ||
| 636.342 MUTUAL SHARES SERIES C | 2014-09-04 | $19,096 | $14,212 | $4,884 | $4,884 | ||
| 874.671 IVA WORLDWIDE FUND CL C | 2014-09-04 | $16,284 | $12,056 | $4,228 | $4,228 | ||
| 273.071 GREENSPRING FUND | 2014-12-23 | $6,771 | $6,402 | $369 | $369 | ||
| CAPITAL GAINS DIVIDENDS | $6,017 | $6,017 | $6,017 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,529 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $155,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,221 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $147,407 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $150,473 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $147,350 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069393 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $133,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053560 | DistributionYr5Rt |
| Total Distribution | 0.274864 | TotalDistributionRt |
| Average Distribution | 0.054973 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $163,609 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $403 | 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 |
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 | $164,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $403 | TotalTaxAmt |
| Distributable Before Adj | $7,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,771 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $565 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,009 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,345 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,368 | 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 | $4,368 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,771 | ExcessFromYear4Amt |
| Excess From Year3 | $565 | ExcessFromYear3Amt |
| Excess From Year2 | $1,009 | ExcessFromYear2Amt |
| Excess From Current Year | $23 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GALAPAGOS CONSERVANCY | |||||||
| 11150 FAIRFAX BLVD SUITE 408 | FAIRFAX | VA | 22030 | NONE | 501(C)3 | THE MISSION OF GALAPAGOS CONSERVANCY IS TO ADVANCE AND SUPPORT THE CONSERVATION OF THE UNIQUE BIODIVERSITY AND ECOSYSTEMS OF GALAPAGOS THROUGH DIRECTED RESEARCH, INFORMED PUBLIC POLICY, AND BUILDING A SUSTAINABLE SOCIETY. | $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 | $1,800 |
| MAKE-A-WISH FOUNDATION OF CONNECTICUT INC | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | NONE | 501(C)3 | GRANTS WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS. | $3,000 |
| OLD SAYBROOK LAND TRUST | |||||||
| PO BOX 109 | OLD SAYBROOK | CT | 06475 | NONE | 501(C)3 | LAND RESOURCES CONSERVATION | $1,000 |
| ESSEX LAND TRUST | |||||||
| PO BOX 373 | ESSEX | CT | 06426 | NONE | 501(C)3 | LAND RESOURCES CONSERVATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,800 | 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 | $3,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,085 | 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 | $950 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 324.311 FIRST EAGLE GLOBAL FUND CL C | AT COST | $11,231 | $16,650 |
| 2237.145 OPPENHEIMER INTL BOND FUND CL A | AT COST | $12,957 | $13,244 |
| 286.485 RS PARTNERS FUND CL A | AT COST | $8,884 | $8,904 |
| 1232.870 PIMCO COMMODITY REAL RETURN STRATEGY FUND | AT COST | $12,586 | $5,227 |
| 785.866 PIMCO ALL ASSET FUND ASSET FUND | AT COST | $9,017 | $9,132 |
| 374.726 MATTHEWS ASIAN GROWTH | AT COST | $6,586 | $6,749 |
| 636.342 MUTUAL SERIES SHARES CL C | AT COST | $0 | $0 |
| 874.671 IVA WORLDWIDE FUND | AT COST | $0 | $0 |
| 612.106 BERWYN INCOME FUND | AT COST | $8,307 | $8,331 |
| 262.422 GREENSPRING FUND | AT COST | $0 | $0 |
| 1006.978 VANGUARD DIVIDEND GROWTH INCOME FUND | AT COST | $14,447 | $23,251 |
| 160 VANGUARD INDEX FDS REIT ETF | AT COST | $8,205 | $12,960 |
| 1067.985 AMERICAN CENTURY MID CAP VALUE FUND | AT COST | $16,217 | $17,568 |
| 465.212 GROWTH FUND OF AMERICA CL C | AT COST | $20,417 | $18,809 |
| 465.670 INTERNATIONAL GROWTH AND INCOME FUND CL C | AT COST | $16,742 | $14,785 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $164 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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