THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-12
- IRS object ID
- 202421649349100007
- Schema version
- 2023v5.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-12T10:46:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061175330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allison & Godfrey | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 East Avenue | AddressLine1Txt |
| City | Norwalk | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061535327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND EUNICE BIGELOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2032277470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 East Ave | AddressLine1Txt |
| City | Norwalk | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Godfrey | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 2032277470 | PhoneNum |
| Signature | 2024-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Godfrey | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David L Godfrey | PreparerPersonNm |
| PTIN | P00232920 | PTIN |
| Phone | 2032277470 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,597,225 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $469,350 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,467 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,467 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $273,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $317,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,673,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $317,456 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,397 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,082 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,128,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $605,691 | 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 |
| Other Prof Fees Rev And Expnss | $42,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,472 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,478 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $860,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $860,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $937,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $893,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $561,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$58,885 | CashBOYAmt |
| Cash EOY | -$165,073 | CashEOYAmt |
| Cash EOYFMV | -$165,073 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $221,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $521,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $521,120 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $73,088 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $170,169 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $170,888 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,364,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,447,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,803,592 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,453,998 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,272,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,137,170 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $83,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $129,528 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,138,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,329,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,597,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $8,138,826 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,329,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,138,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,329,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,138,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,329,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,138,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,329,882 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,329,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Schwab - ST Gain/Loss | $330,029 | $296,469 | $33,560 | $33,560 | |
| Schwab - LT Gain/Loss | $1,337,291 | $1,059,797 | $277,494 | $277,494 | |
| Capital Gains Dividends | $6,402 | $6,402 | $6,402 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $317,456 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,469 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,869 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Overpayment | $29 | OverpaymentAmt |
| Applied To ES Tax | $29 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Gunn Godfrey and Allison | IndividualWithBooksNm |
| Phone | 2032277470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 East Ave | AddressLine1Txt |
| City | Norwalk | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Eunice J Bigelow | ||||||||
| 284 Hemlock Road | Fairfield | CT | 06824 | President | 0.00 | $0 | $0 | $0 |
| Cynthia R Bigelow | ||||||||
| 284 Hemlock Road | Fairfield | CT | 06824 | VP/Treasurer | 0.00 | $0 | $0 | $0 |
| David L Godfrey | ||||||||
| 134 East Ave | Norwalk | CT | 06851 | Secretary | 0.00 | $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 | $10,899,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,060,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,060,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,894,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $544,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $544,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,810 | TotalTaxAmt |
| Distributable Before Adj | $536,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $536,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $536,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $893,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $893,478 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $536,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $309,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $265,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $645,760 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $358,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,578,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $893,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $536,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $356,544 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,935,081 | 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 | $309,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,625,658 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $265,249 | ExcessFromYear4Amt |
| Excess From Year2 | $645,760 | ExcessFromYear2Amt |
| Excess From Year1 | $358,105 | ExcessFromYear1Amt |
| Excess From Current Year | $356,544 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Eunice J Bigelow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABCD Inc | |||||||
| 1070 Park Avenue | Bridgeport | CT | 06604 | None | PC | Total Learning Program | $5,000 |
| Access Educational Services Inc | |||||||
| PO Box 397 | Bridgeport | CT | 06601 | None | PC | STEM Programs 2023 Donation | $30,000 |
| Bigelow Center for Senior Activities | |||||||
| 100 Mona Terrace | Fairfield | CT | 06824 | None | PC | General | $10,000 |
| Bridge House | |||||||
| 880 Fairfield Ave | Bridgeport | CT | 06605 | None | PC | General | $10,000 |
| Bridgeport Hospital Foundation Inc | |||||||
| PO Box 5000 | Bridgeport | CT | 06610 | None | PC | Norma Pfriem Breast Cancer Center | $18,000 |
| Bridgeport Hospital Foundation Inc | |||||||
| PO Box 5000 | Bridgeport | CT | 06610 | None | PC | General | $15,000 |
| Bridgeport Rescue Mission | |||||||
| 1088 Fairfield Ave | Bridgeport | CT | 06605 | None | PC | General | $10,000 |
| Bullard Haven Technical High School | |||||||
| 500 Palisade Avenue | Bridgeport | CT | 06610 | None | PC | Scholarship Fund | $10,000 |
| Burroughs Community Center | |||||||
| 2470 Fairfield Avenue | Bridgeport | CT | 06605 | None | PC | General | $6,000 |
| Cardinal Shehan Center | |||||||
| 1494 Main St | Bridgeport | CT | 06604 | None | PC | General | $8,000 |
| Caroline House | |||||||
| 574 Stillman St | Bridgeport | CT | 06608 | None | PC | General | $8,000 |
| Catholic Charities of Fairfield County | |||||||
| 238 Jewett Avenue | Bridgeport | CT | 06606 | None | PC | General | $3,000 |
| Center for Family Justice | |||||||
| 753 Fairfield Ave | Bridgeport | CT | 06604 | None | PC | Empower House Project | $15,000 |
| Central Park Conservancy | |||||||
| 14 E 60th Street | New York | NY | 10022 | None | PC | General | $1,000 |
| Connecticut Audubon Society | |||||||
| 314 Unquowa Rd | Fairfield | CT | 06824 | None | PC | General | $2,500 |
| Connecticut Challenge | |||||||
| 250 Pequot Avenue | Southport | CT | 06890 | None | PC | Mission Training Center | $4,000 |
| Connecticut Food Bank | |||||||
| PO Box 8686 | New Haven | CT | 06531 | None | PC | General | $15,000 |
| Connecticut Yankee Council | |||||||
| 60 Wellington Rd | Milford | CT | 064600032 | None | PC | General | $10,000 |
| Creative Youth Productions Inc | |||||||
| 23 Cedarhurst Trail | Sandy Hook | CT | 06482 | None | PC | General | $25,000 |
| Domestic Violence Crisis Center | |||||||
| 777 Summer Street | Stamford | CT | 06901 | None | PC | General | $5,000 |
| Fairfield Museum and History Center | |||||||
| 370 Beach Road | Fairfield | CT | 06824 | None | PC | General | $1,500 |
| Fairfield Theater Company | |||||||
| 70 Sanford St | Fairfield | CT | 06824 | None | PC | General | $2,500 |
| Fairfield University | |||||||
| 1073 North Benson Rd | Fairfield | CT | 068245195 | None | PC | General Fund | $15,000 |
| Fairfield YMCA | |||||||
| 841 Old Post Road | Fairfield | CT | 06824 | None | PC | 2023 Annual Campaign | $15,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Arts-Summer FAME-2023 Donation | $45,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Girls Who Code Summer Program - 2023 Donation | $60,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Coding Summer Boys-2023 Donation | $53,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Coding Elementary After School-2023 Donation | $66,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Robotics High School Girls Summer - 2023 Donation | $53,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Coding Year Long-2023 Donation | $60,000 |
| Girl Scouts of Connecticut | |||||||
| 340 Washington Street | Hartford | CT | 06106 | None | PC | General Support | $5,000 |
| Grasmere By the Sea | |||||||
| 1 Post Road | Fairfield | CT | 06824 | None | PC | General | $7,000 |
| Greater Bridgeport Symphony | |||||||
| 446 University Ave | Bridgeport | CT | 06604 | None | PC | General | $1,000 |
| Hole in the Wall Gang | |||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | None | PC | General Support | $2,500 |
| Homes For the Brave | |||||||
| 655 Park Avenue | Bridgeport | CT | 06605 | None | PC | General Support | $2,500 |
| Homes With Hope | |||||||
| 49 Richmondville Ave Suite 112 | Westport | CT | 06880 | None | PC | General | $2,500 |
| Horizons at GFA | |||||||
| 35 Beachside Ave PO Box 998 | Greens Farms | CT | 06838 | None | PC | General | $12,000 |
| Housatonic Community College Foundation | |||||||
| 900 Lafayette Boulevard | Bridgeport | CT | 06604 | None | PC | General | $15,000 |
| Human Services Council of Mid Fairfield County | |||||||
| One Park St | Norwalk | CT | 06851 | None | PC | General | $6,500 |
| Innocence Project | |||||||
| 100 Fifth Avenue 3rd Floor | New York | NY | 10011 | None | PC | General | $10,000 |
| Janus Center for Youth In Crisis | |||||||
| 180 Fairfield Ave | Bridgeport | CT | 06604 | None | PC | General | $5,000 |
| Kennedy Collective | |||||||
| 2440 Reservoir Avenue | Trumbull | CT | 06611 | None | PC | General Support | $5,000 |
| Kids Empowered By Your Support Inc co K E Y S | |||||||
| PO Box 532 | New Canaan | CT | 06840 | None | PC | Support for Tisdale Elementary Grant, Virtual Teaching, and Instrument support | $60,000 |
| LifeBridge Community Services | |||||||
| 475 Clinton Ave | Bridgeport | CT | 06605 | None | PC | General | $3,000 |
| McGivney Community Center | |||||||
| 338 Stillman St | Bridgeport | CT | 06608 | None | PC | General | $2,000 |
| Mercy Learning Center | |||||||
| 637 Park Ave | Bridgeport | CT | 06604 | None | PC | General | $2,000 |
| Neighborhood Studio of Fairfield County | |||||||
| 391 East Washington Ave | Bridgeport | CT | 06608 | None | PC | General | $5,000 |
| Norwalk Community College Foundation Inc | |||||||
| 188 Richards Avenue | Norwalk | CT | 06854 | None | PC | General | $15,000 |
| Operation Hope | |||||||
| 636 Old Post Road | Fairfield | CT | 06824 | None | PC | General Support | $10,000 |
| Pilot House | |||||||
| PO Box 1553 | Fairfield | CT | 06825 | None | PC | General | $5,000 |
| Pivot Ministries Inc | |||||||
| 485 Jane Street | Bridgeport | CT | 06608 | None | PC | General Support | $8,000 |
| Ralphola Taylor Community Center YMCA | |||||||
| 790 Central Ave | Bridgeport | CT | 06607 | None | PC | General | $6,000 |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | None | PC | General Support | $15,000 |
| St Catherine Academy | |||||||
| 760 Tahmore Drive | Fairfield | CT | 06825 | None | PC | Scholarship Assistance | $3,000 |
| St Vincent's Medical Center Foundation | |||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | PC | Cancer Care | $5,000 |
| St Vincent's Medical Center Foundation | |||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | PC | SWIM Across the Sound for Prostate Cancer | $5,000 |
| St Vincent's Medical Center Foundation | |||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | PC | The D & E Bigelow Foundation Mission Fund | $15,000 |
| STAR Inc | |||||||
| 182 Wolfpit Avenue | Norwalk | CT | 06851 | None | PC | General Support | $5,000 |
| The Nature Conservancy in Connecticut | |||||||
| 55 Church St Third Floor | New Haven | CT | 06510 | None | PC | General Support | $1,000 |
| The Workplace | |||||||
| 350 Fairfield Ave 302 | Bridgeport | CT | 06604 | None | PC | General Support | $1,000 |
| University of New Haven | |||||||
| 300 Boston Post Rd | West Haven | CT | 06516 | None | PC | ML McLaughlin Scholarship Endowed Fund | $10,000 |
| Urban Impact of Black Rock | |||||||
| PO Box 3716 | Bridgeport | CT | 06605 | None | PC | General | $2,500 |
| Wakeman's Boys and Girls Clubs | |||||||
| 2414 Fairfield Ave | Bridgeport | CT | 06605 | None | PC | General | $9,000 |
| Yale Medical Center | |||||||
| 40 Temple Street Suite 1A | New Haven | CT | 06510 | None | PC | Closer to Free Bike Ride | $5,000 |
| YMCA Camp Hi-Rock | |||||||
| 162 East St | Mt Washington | MA | 10258 | None | PC | General | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $860,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,467 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,686 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $317,456 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 42 | ExclusionCd |
| Exclusion | $19,852 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $625,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $625,543 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| D E Realty LLC | ||||||
| 1 | 134 East Ave | Norwalk | CT | 06851 | $300,000 | Yes (X) |
| AmGraph | ||||||
| 2 | 90 Versailles Road | Versailles | CT | 06383 | $19,000 | Yes (X) |
| 16W Marketing LLC | ||||||
| 3 | 75 Union Ave 2nd Floor | Rutherford | NJ | 07070 | $5,000 | Yes (X) |
| Wausau Container Corporation | ||||||
| 4 | 8000 Highland Dr PO Box 1285 | Wausau | WI | 544021285 | $15,000 | Yes (X) |
| Procyon Partners LLC | ||||||
| 5 | 1 Corporate Drive Suite 225 | Shelton | CT | 06484 | $5,000 | Yes (X) |
| C H Robinson | ||||||
| 6 | 14701 Charlson Road | Eden Prairie | MN | 553475076 | $5,000 | Yes (X) |
| IMS Avalanche Swiss Granola | ||||||
| 7 | 2 Corporate Dr 136 | Shelton | CT | 06484 | $5,000 | Yes (X) |
| Tugboat Creative Works | ||||||
| 8 | 1210 Unquowa Road W | Fairfield | CT | 06824 | $5,000 | Yes (X) |
| Amcor Flexibles North America | ||||||
| 9 | 100 Wilshire Boulevard | Edgewood | NY | 117178302 | $5,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 140M AMC Networks Inc 4.75% 12/15/21 | $143,612 | $135,800 |
| 50M American Electric Power 2.031% 3/15/2024 | $48,080 | $49,586 |
| 200M Ashland Global Inc 6.5% 6/30/29 | $211,461 | $185,452 |
| 90M Ball Corp 4.875% due 3/15/26 | $89,778 | $88,987 |
| 150M Black Hills Corp 1.037% 8/23/24 | $140,833 | $145,550 |
| 175M Carpenter Technology 6.375% Bonds 7/15/28 | $190,323 | $173,687 |
| 200M Central Garden 5.125% bonds due 2/01/28 | $211,940 | $194,000 |
| 150M Dell Technologies 7.1% due 4/15/28 | $162,997 | $161,625 |
| 175M Delta Air Lines 2.90% bonds 10/28/2024 | $159,275 | $170,406 |
| 25M Delta Air Lines 7.375% Bonds 1/15/2026 | $25,579 | $25,844 |
| 118M Energy Transfer EQ 5.875% 1/15/2024 | $118,884 | $117,999 |
| 25M Ford Motor Credit 4.00% 6/20/2027 | $25,177 | $23,177 |
| 50M Ford Motor Credit 4.134% 8/04/2025 | $50,038 | $48,580 |
| 25M Ford Motor Credit 5.125% 6/16/2025 | $25,745 | $24,633 |
| 190M Hillenbrand Inc 5.75% 6/15/2025 | $203,002 | $188,813 |
| 150M Ipalco Enterprises 3.70% 9/01/2024 | $145,926 | $147,000 |
| 150M Revvity Inc .85% 9/15/2024 | $23,134 | $24,138 |
| 150M Scotts Miracle Gro 4.5% 10/15/2029 | $153,115 | $133,875 |
| 30M Scotts Miracle Gro 5.25% 12/15/2026 | $30,755 | $29,063 |
| 50M Service Corp Intl 5.125% Bonds 6/01/2029 | $55,569 | $49,000 |
| 75M Spectra Energy 4.75% 3/15/2024 | $74,365 | $74,803 |
| 50M Spirit Aerosystems 3.85% 6/15/26 | $47,680 | $48,000 |
| 25M Sprint Corp 7.125% 6/15/2024 | $25,619 | $25,063 |
| 150M Sprint Corp 7.625% 2/15/2025 | $154,961 | $152,670 |
| 177M Teleflex Inc 4.625% bonds due 11/15/2027 | $185,586 | $172,132 |
| 175M Treehouse Foods 4.0% bonds due 9/1/2028 | $176,448 | $154,656 |
| 170M United Rentals 5.5% 05/15/2027 | $160,671 | $155,000 |
| 50M Ball Corp 5.25% 07/01/25 | $49,349 | $49,750 |
| 100M Constellation Brands 3.25% 06/01/25 | $95,538 | $97,139 |
| 25M Ford Motor Credit 3.35% 5/26/2026 | $22,623 | $23,374 |
| 25M Ford Motor Credit 7% 8/20/2026 | $24,921 | $25,096 |
| 50M Southwest Gas Hol 2.2% 06/15/2030 | $39,033 | $42,272 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 3D Systems Corp | $110,574 | $38,100 |
| 600 Airproducts & Chemicals | $129,220 | $191,660 |
| 3100 Alphabet Inc Cl A | $166,150 | $433,039 |
| 1200 Amazon Inc | $24,617 | $182,328 |
| 1700 Apple Inc | $14,260 | $327,301 |
| 1350 Aptiv PLC | $138,051 | $143,552 |
| 4000 Atlantica Sustainable | $124,000 | $86,000 |
| 500 Berkshire Hathaway Cl B | $19,669 | $178,330 |
| 85 Booking Holdings Inc | $116,103 | $301,514 |
| 4000 Brookfield Renewable Corp | $152,274 | $115,160 |
| 750 Deere & Co | $67,325 | $299,903 |
| 500 Docusign Inc | $84,561 | $29,725 |
| 600 Ecolab Inc | $107,553 | $119,010 |
| 1140 Edwards Life Sciences | $56,904 | $86,925 |
| 700 Globus Medical Inc | $46,870 | $37,303 |
| 1200 Iquvia Holdings Inc | $61,815 | $277,656 |
| 450 Intuitive Surgical New | $70,617 | $151,812 |
| 1600 Jacobs Solutions Inc | $67,499 | $207,680 |
| 675 Meta Platforms Inc | $73,510 | $238,923 |
| 1500 Nike Inc Cl B | $96,415 | $162,855 |
| 325 Nvidia Corp | $52,759 | $160,946 |
| 675 Palo Alto Networks | $31,798 | $199,044 |
| 1800 Paypal Holdings Inc | $89,062 | $110,538 |
| 1000 Pepsico Inc | $72,242 | $169,840 |
| 1000 Quanta Services Inc | $19,164 | $215,800 |
| 360 Regeneron Pharmacueticals | $145,336 | $316,184 |
| 1000 Resmed Inc | $54,686 | $172,020 |
| 900 Splunk Inc | $97,566 | $137,115 |
| 1800 Starbucks Corp | $99,682 | $172,818 |
| 4800 Uber Technologies Inc | $155,479 | $295,536 |
| 1300 United Parcel Service | $104,143 | $204,399 |
| 600 Veeva Systems Inc | $59,237 | $115,512 |
| 1025 Visa Inc Cl A | $15,017 | $266,859 |
| 1600 Walt Disney Co | $168,976 | $144,464 |
| 450 Zebra Technologies Corp A | $80,629 | $122,998 |
| 6757 AT&T Inc 5% Pfd Ser A | $172,920 | $141,829 |
| 9978 Brookfield Infra Ptrs LP 5% Pfd | $161,804 | $158,750 |
| 6629 Charles Schwab C 5.95% Pfd | $166,673 | $166,388 |
| 7250 Digital Real 5.85% Pfd | $189,145 | $180,163 |
| 5000 JPMorgan Chase 5.75% Pfd Ser D | $123,249 | $125,000 |
| 2000 Metlife Inc 5.625% Pfd | $50,671 | $48,580 |
| 7000 Wells Fargo 6.625% Pfd | $174,833 | $175,630 |
| 4500 Chewy Inc | $144,299 | $106,335 |
| 4800 Sphere Entertainment Co | $167,313 | $163,008 |
| 2000 State Street Corp 5.90% Pfd | $48,979 | $50,060 |
| 3000 The Hartford Fncl 6% Pfd | $74,024 | $75,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $170,169 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $170,888 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 600 American Tower Corp REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $83,976 | BookValueAmt |
| EOYFMV | $129,528 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Road Race Related Expenses | $33,463 | $0 | $33,463 |
| Bank Service Charges | $15 | $0 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 - Guaranteed Pmts | $7,957 | $7,957 | $7,957 |
| Other Portfolio Income | $125 | $125 | $125 |
| Gross Income from Special Fundraising Events | $53,315 | $53,315 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $42,472 | Amt |
| Net Investment Income | $42,472 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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