QUABAUG RUBBER COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- QUABAUG RUBBER COMPANY CHARITABLE FOUNDATION (EIN 51-0179366)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201131369349100803
- Schema version
- 2010v3.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T08:16:06-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510179366 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUABAUG CORPORATION CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | QUAB | NameControl |
| Phone | 5088677731 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ERIC ROSEN 18 SCHOOL STREET | AddressLine1 |
| City | NORTH BROOKFIELD | City |
| State | MA | State |
| ZIP Code | 01535 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC ROSEN | Name |
| Title | DIRECTOR | Title |
| Phone | 5088677731 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA E KING | Name |
| Phone | 5087557107 | Phone |
| Date Prepared | 2011-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 415946 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1918 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1918 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15277 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15277 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -64199 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 283257 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 34 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 34 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -46970 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17229 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5344 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2138 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3206 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3750 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3750 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 376 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 294 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 302 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9772 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6182 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3206 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 28900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 28900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38672 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6182 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32106 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -85642 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11047 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 22054 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 131055 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 131055 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 284381 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 111900 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 111900 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 101343 | InvestmentsOtherBOY |
| Investments Other EOY | 172991 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 172991 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 407778 | TotalAssetsBOY |
| Total Assets EOY | 415946 | TotalAssetsEOY |
| Total Assets EOYFMV | 415946 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 407778 | CapitalStockBOY |
| Capital Stock EOY | 415946 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 407778 | TotalNetAssetsBOY |
| Total Net Assets EOY | 415946 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 407778 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 415946 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 407778 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -85642 | ExcessOfRevenueOverExpenses |
| Other Increases | 93810 | OtherIncreases |
| Subtotal | 415946 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 415946 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| ML-87 INVESTMENTS | P | 51783 | 65255 | -13472 | -13472 |
| ML-88 INVESTMENTS | P | 131747 | 157873 | -26126 | -26126 |
| ML-89 INVESTMENTS | P | 99727 | 124328 | -24601 | -24601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -64199 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50938 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 384779 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.132382 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 28090 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 509424 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055141 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 125697 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 719570 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.174683 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 53641 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 756129 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070942 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 62570 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 740591 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.084487 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.517635 | TotalDistributionRatio |
| Average Distribution Ratio | 0.103527 | AverageDistributionRatio |
| Net Noncharitable Assets | 405682 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41999 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 110 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 42109 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32106 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 221 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 221 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 221 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 270 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 270 | TotalCreditsAndPayments |
| Overpayment | 49 | Overpayment |
| Amount Credited To Next Year | 49 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ERIC ROSEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5088677731 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SCHOOL STREET | AddressLine1 |
| City | NORTH BROOKFIELD | City |
| State | MA | State |
| ZIP Code | 01535 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KEVIN M DONAHUE | ||||||||
| 40 BIRCH COVE | WEST BROOKFIELD | MA | 01585 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| ERIC ROSEN | ||||||||
| 461 ROSELAND PARK ROAD | WOODSTOCK | CT | 06281 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| JAMES BARKOSKIE | ||||||||
| 16 GOVERNOR FAIRBANKS ROAD | BRIMFIELD | MA | 01010 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE CONTRIBUTIONS AND RELATED EXPENSES. | Description1 |
| Expenses1 | 28900 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 335308 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 76552 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 411860 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 411860 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6178 | CashDeemedCharitable |
| Net Noncharitable Assets | 405682 | NetNoncharitableAssets |
| Minimum Investment Return | 20284 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20284 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 221 | TaxBasedOnInvestmentIncome |
| Total Tax | 221 | TotalTax |
| Distributable Amount Before Adj | 20063 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 20063 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 20063 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32106 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 32106 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 32106 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20063 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 26976 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 16615 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 91412 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3088 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 31981 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 170072 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32106 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20063 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12043 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 182115 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 26976 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 155139 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 16615 | ExcessFromYear4 |
| Excess From Year3 | 91412 | ExcessFromYear3 |
| Excess From Year2 | 3088 | ExcessFromYear2 |
| Excess From Year1 | 31981 | ExcessFromYear1 |
| Excess From Current Year | 12043 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ERIC ROSEN CO QUABAUG CORPORATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SCHOOL STREET | AddressLine1 |
| City | NORTH BROOKFIELD | City |
| State | MA | State |
| ZIP Code | 01535 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5088677731 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUESTS STATING NON-PROFIT PURPOSE, USE OF THE DONATION AND TAX EXEMPT STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | STUDENTS RECEIVING ANY SCHOLARSHIPS MUST MAINTAIN A GPA IN TOP 10% OF CLASS FOR EACH YEAR SCHOLARSHIP IS GIVEN. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| BROOKFIELD FIRE DEPARTMENT | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | GOVERNMENT | COMMUNITY | $1,150 |
| CHRIST MEMORIAL CHURCH | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | CHURCH | COMMUNITY | $400 |
| FIRST CONNGREGATIONAL CHURCH - NORTH BROOKFIELD | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | CHURCH | COMMUNITY | $1,000 |
| FIRST CONNGREGATIONAL CHURCH - WEST BROOKFIELD | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | CHURCH | COMMUNITY | $250 |
| NORTH BROOKFIELD SENIOR CENTER | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | COMMUNITY | $150 |
| NORTH BROOKFIELD POLICE ASSOCIATION | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | GOVERNMENT | COMMUNITY | $500 |
| SACRED HEART OF W BROOKFIELD | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | CHURCH | COMMUNITY | $250 |
| SPENCER FIRE DEPT | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | GOVERNMENT | COMMUNITY | $250 |
| ST JOSEPHS CHURCH | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | CHURCH | COMMUNITY | $500 |
| WEST BROOKFIELD FIRE DEPT | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | GOVERNMENT | COMMUNITY | $250 |
| GAZETTE SANTA | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | COMMUNITY | $100 |
| HOLLAND CONGREGATIONAL CHURCH | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | CHURCH | COMMUNITY | $500 |
| EAST BROOKFIELD FIRE DEPT | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | GOVERNMENT | COMMUNITY | $150 |
| FIRST UNITED METHODIST CHURCH | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | CHURCH | COMMUNITY | $50 |
| QUABOG ATHLETIC BOOSTER CLUB | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | CULTURAL | $300 |
| OLD STURBRIDGE VILLAGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | CULTURAL | $250 |
| FRIENDS OF BANDSTAND | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | CULTURAL | $100 |
| NORTH BROOKFIELD BABE RUTH BASEBALL | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | CULTURAL | $500 |
| NORTH BROOKFIELD HISTORICAL SOCIETY | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | CULTURAL | $50 |
| SAINT RALPHS ACADEMY | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| NICHOLS COLLEGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| AMERICAN INTERNATIONAL COLLEGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| CEDARVILLE COLLEGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| SCHOLARSHIP AMERICA | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $1,700 |
| DREW UNIVERSITY | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| WESTFIELD STATE COLLEGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $4,000 |
| BRIDGEWATER STATE COLLEGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| SPRINGFIELD COLLEGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| WORCESTER STATE COLLEGE | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| UNIVERSITY OF CONNECTICUT | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| NORTH BROOKFIELD AMBULANCE SQUAD | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | GOVERNMENT | HEALTH & WELFARE | $500 |
| WEST BROOKFIELD SENIOR CENTER | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | HEALTH & WELFARE | $50 |
| CHILDREN'S FRIEND SOCIETY | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | HEALTH & WELFARE | $1,000 |
| MASSACHUSETTS CITIZENS FOR CHILDREN | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | GOVERNMENT | HEALTH & WELFARE | $100 |
| NATIONAL MS SOCIETY | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | HEALTH & WELFARE | $100 |
| NORTH BROOKFIELD YOUTH CENTER | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | PUBLIC CHARITY | SPECIAL | $1,000 |
| PAUL AHERN - VALEDICTORIAN | ||||||||
| INFORMATION PROVIDED UPON REQUEST | 18 SCHOOL STREET | NORTH BROOKFIELD | MA | 01535 | NONE | SCHOLARSHIP | SPECIAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 28900 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,918 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,277 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$64,199 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$46,970 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -46970 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,344 | Amount |
| Net Investment Income | 2138 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3206 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 111900 | EOYBookValue |
| EOYFMV | 111900 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 128506 | 128506 |
| ALTERNATIVE INVESTMENTS | AT COST | 44485 | 44485 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK SERVICE CHARGES | Description |
| Revenue And Expenses Per Books | 302 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 34 | RevenueAndExpensesPerBooks |
| Net Investment Income | 34 | NetInvestmentIncome |
| Adjusted Net Income | 34 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $93,810 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $3,750 | Amount |
| Net Investment Income | 3750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX ON NET INVESTMENT INCOME | $82 | 0 | 0 |
| FOREIGN TAXES ON NET INVESTMENT INCOME | $294 | 294 | 0 |