THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202521339349103212
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T14:11:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,584,222 | 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 | $433,873 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $275,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,993 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $307,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,218,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $307,932 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,349 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,473 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,065,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $608,555 | 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 | $45,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,559 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,420 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,751 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,026,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,109,521 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,056,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $561,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$165,073 | CashBOYAmt |
| Cash EOY | -$111,017 | CashEOYAmt |
| Cash EOYFMV | -$111,017 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $521,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,129 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $170,169 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $82,505 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $84,062 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,447,673 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,873,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,309,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,272,017 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,107,632 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,013,786 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $83,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $170,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $188,086 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,329,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,223,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,584,222 | 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 | $8,329,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,223,779 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,329,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,223,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,329,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,223,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,329,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,285,665 | SubtotalAmt |
| Other Decreases | $61,886 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,223,779 | 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 - Public Traded Sec | $616,703 | $555,637 | $61,066 | $61,066 | |
| Schwab - LT Gain/Loss - Public Traded Sec | $2,599,094 | $2,354,692 | $244,402 | $244,402 | |
| Capital Gains Dividends | $2,464 | $2,464 | $2,464 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $307,932 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $153 | EsPenaltyAmt |
| Tax Due | $4,039 | 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 | 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 | $12,023,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,419,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,419,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,232,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $611,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $611,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,806 | TotalTaxAmt |
| Distributable Before Adj | $603,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $603,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $603,840 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,056,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,056,251 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $265,249 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $645,760 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $358,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $356,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,625,658 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,056,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $603,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $452,411 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,078,069 | 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 | $265,249 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,812,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $645,760 | ExcessFromYear3Amt |
| Excess From Year2 | $358,105 | ExcessFromYear2Amt |
| Excess From Year1 | $356,544 | ExcessFromYear1Amt |
| Excess From Current Year | $452,411 | 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 (69 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 2024 Donation | $30,000 |
| Albertus Magnus College | |||||||
| 700 Prospect Street | New Haven | CT | 06511 | None | PC | General | $5,000 |
| Bigelow Center for Senior Activities | |||||||
| 100 Mona Terrace | Fairfield | CT | 06824 | None | PC | General | $9,000 |
| 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 | $9,000 |
| 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 | $2,000 |
| Connecticut Audubon Society | |||||||
| 314 Unquowa Rd | Fairfield | CT | 06824 | None | PC | General | $5,000 |
| 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 | $5,000 |
| Connecticut Foodshare | |||||||
| 2 Research Parkway | Wallingford | CT | 06492 | None | PC | General | $10,000 |
| Connecticut Yankee Council | |||||||
| 60 Wellington Rd | Milford | CT | 064600032 | None | PC | General | $5,000 |
| 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 | 2024 Annual Campaign | $15,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Arts-Summer FAME-2024 Donation | $50,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Girls Who Code Summer Program - 2024 Donation | $60,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Coding Summer Boys-2024 Donation | $53,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Coding Elementary After School-2024 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 - 2024 Donation | $53,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | Coding Year Long-2024 Donation | $60,000 |
| Girl Scouts of Connecticut | |||||||
| 340 Washington Street | Hartford | CT | 06106 | None | PC | General Support | $5,000 |
| 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 |
| Journalism Refugees Education Fund | |||||||
| 620 8th Avenue 13th Floor | New York | NY | 10018 | PC | General | $500 | |
| 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 Jettie Tisdale School program, 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 |
| Mozaic Adult Day Program | |||||||
| 4200 Park Avenue | Bridgeport | CT | 06604 | PC | General | $7,000 | |
| 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 | General Support | $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 Bridgeport | |||||||
| 126 Park Avenue | Bridgeport | CT | 06604 | None | PC | Bigelow Family Foundation Scholarship Fund | $15,000 |
| 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 | $2,500 |
| Yale Cancer Center | |||||||
| PO Box 208028 | New Haven | CT | 06520 | None | PC | David C Bigelow Cancer Research Fund | $100,000 |
| YMCA Camp Hi-Rock | |||||||
| 162 East St | Mt Washington | MA | 10258 | None | PC | Capital Campaign / General | $62,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,026,500 | 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 | $12,157 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,993 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $307,932 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 42 | ExclusionCd |
| Exclusion | -$6,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $601,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $601,681 | 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 (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| D E Realty LLC | |||||||
| 1 | 134 East Ave | Norwalk | CT | 06851 | $150,000 | Yes (X) | |
| Eunice Bigelow | |||||||
| 2 | 5 Broadview Road | Westport | CT | 06880 | $101,773 | Yes (X) | Yes (X) |
| AmGraph | |||||||
| 3 | 90 Versailles Road | Versailles | CT | 06383 | $20,000 | Yes (X) | |
| 16W Marketing LLC | |||||||
| 4 | 75 Union Ave 2nd Floor | Rutherford | NJ | 07070 | $5,000 | Yes (X) | |
| Wausau Container Corporation | |||||||
| 5 | 8000 Highland Dr PO Box 1285 | Wausau | WI | 544021285 | $17,500 | Yes (X) | |
| Procyon Partners LLC | |||||||
| 6 | 1 Corporate Drive Suite 225 | Shelton | CT | 06484 | $5,000 | Yes (X) | |
| C H Robinson | |||||||
| 7 | 14701 Charlson Road | Eden Prairie | MN | 553475076 | $5,000 | Yes (X) | |
| IMS Avalanche Swiss Granola | |||||||
| 8 | 2 Corporate Dr 136 | Shelton | CT | 06484 | $5,000 | Yes (X) | |
| Tugboat Creative Works | |||||||
| 9 | 1210 Unquowa Road W | Fairfield | CT | 06824 | $5,000 | Yes (X) | |
| Amcor Flexibles North America | |||||||
| 10 | 100 Wilshire Boulevard | Edgewood | NY | 117178302 | $5,000 | Yes (X) | |
| Clarity Software Solutions | |||||||
| 11 | 92 Wall St Suite 1 | Madison | CT | 06443 | $5,000 | Yes (X) | |
| Halsey Associates | |||||||
| 12 | 23 Broad Street | Westerly | RI | 02891 | $5,000 | Yes (X) | |
| JOH Specialty Foods | |||||||
| 13 | One Progress Road | Billerica | MA | 01821 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 2000 sh AMTM, 600 sh CP, 25 sh EVR (cost $39,887 FMV $101,773) | NoncashPropertyDesc |
| Fair Market Value | $101,773 | FairMarketValueAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (38 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric Power 5.20% 1/15/2029 - 50M | $49,960 | $50,435 |
| Arizona Public SE 6.35% 12/15/2032 - 150M | $155,269 | $159,007 |
| Ashland Global Inc 6.5% 6/30/29 - 200M | $211,461 | $199,468 |
| Ball Corp 6% 6/15/29 - 125M | $126,079 | $125,625 |
| Black Hills Corp 3.950% 1/15/26 - 75M | $74,193 | $74,227 |
| Black Hills Corp 6.150% 5/15/34 - 100M | $103,611 | $104,354 |
| Carpenter Technology 6.375% Bonds 7/15/28 - 190M | $205,407 | $189,525 |
| Central Garden 5.125% bonds due 2/01/28 - 200M | $211,940 | $195,000 |
| Constellation Brands 5.0% 02/02/26 - 150M | $148,487 | $149,810 |
| Constellation Energy 3.25% 06/01/25 - 150M | $144,374 | $148,939 |
| Dell Technologies 7.1% due 4/15/28 - 150M | $162,997 | $159,747 |
| Delta Air Lines 3.755% bonds 10/28/2029 - 75M | $70,211 | $69,750 |
| Delta Air Lines 7.375% Bonds 1/15/2026 - 100M | $102,446 | $101,750 |
| FFCB 5.58% 8/19/32 - 150M | $150,233 | $149,867 |
| Fluor Corp 4.25% 9/15/28 - 50M | $46,845 | $47,500 |
| Ford Motor Credit 3.35% 5/26/2026 - 25M | $22,623 | $24,168 |
| Ford Motor Credit 4.00% 6/20/2027 - 25M | $25,177 | $24,024 |
| Ford Motor Credit 4.134% 8/04/2025 - 50M | $50,038 | $49,640 |
| Ford Motor Credit 5.050% 9/20/2028 - 25M | $24,994 | $24,428 |
| Ford Motor Credit 5.125% 6/16/2025 - 25M | $25,745 | $24,974 |
| Hillenbrand Inc 6.25% 2/15/2029 - 132M | $131,650 | $131,670 |
| Huntington Inga 3.844% 5/01/2025 - 150M | $147,731 | $149,403 |
| Ipalco Enterprises 4.25% 5/01/2030 - 175M | $162,344 | $164,719 |
| PNM Resources 3.85% 8/01/2025 - 145M | $142,527 | $143,856 |
| Quorvo Inc 4.375% 10/15/2029 - 150M | $141,198 | $140,438 |
| Scotts Miracle Gro 4.5% 10/15/2029 -1500M | $153,115 | $138,000 |
| Scotts Miracle Gro 5.25% 12/15/2026 - 30M | $30,755 | $29,400 |
| Service Corp Intl 4.0% Bonds 5/15/2031 -50M | $44,840 | $44,437 |
| Service Corp Intl 5.125% Bonds 6/01/2029 -50M | $55,569 | $48,375 |
| Southwest Airlines 3.45% 11/16/2027 - 100M | $96,080 | $95,974 |
| Southwest Gas Hol 2.2% 06/15/2030 - 50M | $39,033 | $43,262 |
| Spectra Energy 3.5% 3/15/2025 - 75M | $73,613 | $74,767 |
| Spirit Aerosystems 3.85% 6/15/26 - 50M | $47,680 | $48,625 |
| Teleflex Inc 4.625% bonds due 11/15/2027 - 200M | $207,582 | $193,250 |
| T-Mobil USA Inc 4.75% bonds due 2/1/2028 | $134,225 | $134,156 |
| Treehouse Foods 4.0% bonds due 9/1/2028 - 175M | $176,448 | $158,375 |
| Tuscon Electric Power 5.20% 9/15/2023 - 50M | $50,481 | $49,003 |
| United Rentals 5.5% 05/15/2027 - 170M | $160,671 | $153,838 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Airproducts & Chemicals - 700 sh | $129,220 | $203,028 |
| Alphabet Inc Cl A -2100 sh | $76,342 | $397,530 |
| Amazon Inc - 1200 sh | $24,617 | $263,268 |
| Apple Inc - 1500 sh | $12,582 | $375,630 |
| AT&T Inc 5% Pfd Ser A - 6757 sh | $172,920 | $142,167 |
| Berkshire Hathaway Cl B 500 sh | $19,669 | $226,640 |
| Booking Holdings Inc - 85 sh | $116,103 | $422,316 |
| Brookfield Infra Ptrs LP 5% Pfd - 9978 sh | $161,804 | $170,823 |
| Brookfield Renewable Corp - 4000 sh | $152,274 | $110,640 |
| Charles Schwab C 5.95% Pfd - 6629 sh | $166,673 | $166,388 |
| Chewy Inc - 6000 sh | $170,954 | $200,940 |
| Deere & Co - 750 sh | $67,325 | $317,775 |
| Digital Real 5.85% Pfd - 7250 sh | $189,145 | $169,868 |
| Docusign Inc - 500 sh | $84,561 | $44,970 |
| Eaton Corp PLC - 150 sh | $40,313 | $49,780 |
| Ecolab Inc - 550 sh | $96,664 | $128,876 |
| Edwards Life Sciences - 1250 sh | $63,685 | $92,537 |
| Evercore Partners Inc A - 25 sh | $578 | $6,930 |
| Globus Medical Inc - 700 sh | $46,870 | $57,897 |
| Intuitive Surgical New - 325 sh | $51,001 | $169,637 |
| Iquvia Holdings Inc - 1200 sh | $61,815 | $235,812 |
| Jacobs Solutions Inc - 1600 sh | $55,989 | $213,792 |
| JPMorgan Chase 5.75% Pfd Ser D - 5000 sh | $123,249 | $125,850 |
| Meta Platforms Inc - 600 sh | $61,452 | $351,306 |
| Metlife Inc 5.625% Pfd - 2000 sh | $50,671 | $47,080 |
| Nike Inc Cl B - 1800 sh | $124,236 | $136,206 |
| Nvidia Corp - 2500 sh | $40,024 | $335,725 |
| Palo Alto Networks - 1000 sh | $23,436 | $181,960 |
| Paypal Holdings Inc - 1600 sh | $67,249 | $136,560 |
| Penumbra Inc - 200 sh | $38,107 | $47,496 |
| Pepsico Inc - 1000 sh | $72,242 | $152,060 |
| Quanta Services Inc - 1000 sh | $19,164 | $316,050 |
| Regeneron Pharmacueticals - 300 sh | $116,774 | $213,699 |
| Resmed Inc - 900 sh | $38,160 | $205,821 |
| Snowflake Inc Cl A - 825 sh | $120,781 | $127,388 |
| Sphere Entertainment Co - 4800 sh | $167,313 | $193,536 |
| Starbucks Corp - 1800 sh | $99,682 | $164,250 |
| The Hartford Fncl 6% Pfd - 5000 sh | $123,770 | $124,850 |
| Uber Technologies Inc - 4800 sh | $155,479 | $289,536 |
| United Parcel Service - 700 sh | $43,166 | $88,270 |
| Veeva Systems Inc - 700 sh | $77,164 | $147,175 |
| Visa Inc Cl A - 1025 sh | $15,017 | $323,941 |
| Walt Disney Co - 1600 sh | $168,976 | $178,160 |
| Xylem - 700 sh | $85,735 | $81,214 |
| Zebra Technologies Corp A - 450 sh | $80,629 | $173,799 |
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 | $82,505 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $84,062 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alexandria Real Estate E REIT | AT COST | $86,974 | $78,040 |
| American Tower Corp REIT - 600 Sh | AT COST | $83,976 | $110,046 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Donated Securities | Desc |
| Amt | $61,886 | Amt |
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 | $29,559 | $0 | $29,559 |
| Bank Service Charges | $192 | $0 | $192 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 - Guaranteed Pmts | $12,473 | $12,473 | $12,473 |
| Gross Income from Special Fundraising Events | $22,876 | $22,876 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $45,559 | Amt |
| Net Investment Income | $45,559 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $1,420 | $1,420 | $0 |
| Federal Excise Tax | $6,291 | $0 | $0 |
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