THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349101897
- Schema version
- 2020v4.1
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:32:44-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-15 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,295,821 | 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 | $2,544,529 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,357 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,357 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,399 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,772,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,595 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,482 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $284 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,089,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $537,635 | 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 | $35,258 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,258 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,610 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,468 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $459,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $424,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,629,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $502,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$350,599 | CashBOYAmt |
| Cash EOY | -$188,415 | CashEOYAmt |
| Cash EOYFMV | -$188,415 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,617,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,627,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,627,764 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $329,259 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $220,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $232,893 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,188,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,605,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,357,675 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,815,151 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,880,413 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,885,149 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,720 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $331,118 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $380,755 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,617,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,476,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,295,821 | 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 | $6,617,282 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,476,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,617,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,476,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,617,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,476,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,617,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,629,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,246,986 | SubtotalAmt |
| Other Decreases | $770,659 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,476,327 | 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 Realized GL | $973,038 | $790,024 | $183,014 | $183,014 | |
| Schwab - LT Realized GL | $1,797,922 | $1,652,133 | $145,789 | $145,789 | |
| Capital Gains Dividends | $1,792 | $1,792 | $1,792 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,650 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,650 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,669 | OverpaymentAmt |
| Applied To ES Tax | $3,669 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| David C Bigelow | ||||||||
| 5 Broadview Road | Westport | CT | 06880 | President | 0.00 | $0 | $0 | $0 |
| Eunice J Bigelow | ||||||||
| 5 Broadview Road | Westport | CT | 06880 | VP/Treasurer | 0.00 | $0 | $0 | $0 |
| David L Godfrey | ||||||||
| 134 East Ave | Norwalk | CT | 06851 | Secretary | 0.00 | $0 | $0 | $0 |
| Cynthia R Bigelow | ||||||||
| 284 Hemlock Road | Fairfield | CT | 06824 | Director | 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 | $7,314,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,824,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,139,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,139,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,002,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $450,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $450,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,981 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,981 | TotalTaxAmt |
| Distributable Before Adj | $443,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $443,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $443,137 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $424,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $424,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $424,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,812 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $309,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $265,249 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $814,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $424,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,879 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,879 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $795,965 | 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 | $39,001 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $756,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,480 | ExcessFromYear4Amt |
| Excess From Year3 | $73,812 | ExcessFromYear3Amt |
| Excess From Year2 | $309,423 | ExcessFromYear2Amt |
| Excess From Year1 | $265,249 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David C Bigelow | ContributingManagerNm |
| Contributing Manager | Eunice J Bigelow | ContributingManagerNm |
| Contributing Manager | Cynthia R Bigelow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 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 |
| 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 | $17,000 |
| 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 | $7,150 |
| 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 | Wellness Room | $17,000 |
| Central Park Conservancy | |||||||
| 14 E 60th Street | New York | NY | 10022 | None | PC | General | $2,000 |
| Connecticut Audobon Society | |||||||
| 314 Unquowa Rd | Fairfield | CT | 06824 | None | PC | General | $2,000 |
| 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 | $15,000 |
| 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 | 2020 Annual Campaign | $15,000 |
| Girl Scouts of America | |||||||
| PO Box 5046 | New York | NY | 10087 | 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 |
| Highville Charter School Inc | |||||||
| 1 Science Park | New Haven | CT | 06511 | None | PC | Donation of 25 Chrome Books for student use | $4,640 |
| 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 | $5,000 |
| Horizons at GFA | |||||||
| 35 Beachside Ave PO Box 998 | Greens Farms | CT | 06838 | None | Public | General | $10,000 |
| 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 Center Inc | |||||||
| 2440 Reservoir Avenue | Trumbull | CT | 06611 | None | PC | General Support | $5,000 |
| 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 | $10,000 |
| 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 | $6,000 |
| 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 | David & Eunice Bigelow Scholarship | $15,000 |
| School Volunteer Association of Bridgeport | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | General | $10,000 |
| 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 |
| STAR Inc | |||||||
| 182 Wolfpit Avenue | Norwalk | CT | 06851 | None | PC | 2020/2021 Annual Appeal | $5,000 |
| 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 | College of Business Dean's Excellence 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 |
| YMCA Camp Hi-Rock | |||||||
| 162 East St | Mt Washington | MA | 10258 | None | PC | General | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,790 | 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 | $4,357 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,399 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,595 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 42 | ExclusionCd |
| Exclusion | -$4,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $533,365 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $533,365 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| David and Eunice Bigelow | |||||||
| 1 | 5 Broadview Rd | Westport | CT | 06880 | $461,386 | Yes (X) | Yes (X) |
| David and Eunice Bigelow Charitable | |||||||
| 2 | 134 East Avenue | Norwalk | CT | 06851 | $1,920,644 | Yes (X) | Yes (X) |
| AmGraph | |||||||
| 3 | 90 Versailles Road | Versailles | CT | 06383 | $30,000 | Yes (X) | |
| International Marketing Systems | |||||||
| 4 | Two Corporate Dr Ste 136 | Shelton | CT | 06484 | $12,500 | Yes (X) | |
| 16W Marketing LLC | |||||||
| 5 | 75 Union Ave 2nd Floor | Rutherford | NJ | 07070 | $5,000 | Yes (X) | |
| Wausau Container Corporation | |||||||
| 6 | 8000 Highland Dr PO Box 1285 | Wausau | WI | 544021285 | $12,500 | Yes (X) | |
| Joe Torre | |||||||
| 7 | 20 Lawrence Lane | Harrison | NY | 10528 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (62 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3400 sh Dunkin Donuts | $361,386 | 2020-11-30 |
| 2 | 100 sh Air Products & Chemicals | $27,376 | 2020-12-07 |
| 2 | 30 sh Alphabet Inc Class C | $54,840 | 2020-12-07 |
| 2 | 10 sh Amazon.com Inc | $31,626 | 2020-12-07 |
| 2 | 25,000 AMC Networks 4.75% 12/15/22 Bonds | $24,938 | 2020-12-07 |
| 2 | 65 American Tower Corp | $14,863 | 2020-12-07 |
| 2 | 300 sh Apple Inc | $36,675 | 2020-12-07 |
| 2 | 270 sh Aptiv PLC | $33,305 | 2020-12-07 |
| 2 | 40,000 Ashland Global Inc 6.5% 06/30/29 Bonds | $40,902 | 2020-12-07 |
| 2 | 45,000 Ball Corp 4% 11/15/23 Bonds | $47,700 | 2020-12-07 |
| 2 | 20,000 Becton Dickonson 3.3% 3/01/23 Bonds | $20,996 | 2020-12-07 |
| 2 | 15 sh Booking Holdings Inc | $31,875 | 2020-12-07 |
| 2 | 25,000 Cinemark USA 5.125% 12/15/22 Bonds | $24,000 | 2020-12-07 |
| 2 | 100 sh Deere & Co. | $25,339 | 2020-12-07 |
| 2 | 30,000 Dell EMC 3.375% 6/1/23 Bonds | $31,087 | 2020-12-07 |
| 2 | 20,000 Delta Air Lines 3.625% 3/15/22 Bonds | $20,350 | 2020-12-07 |
| 2 | 50 sh Ecolab Inc | $11,281 | 2020-12-07 |
| 2 | 240 sh Edwards Life Sciences | $20,582 | 2020-12-07 |
| 2 | 25,000 Energy Transfer 5.875% 1/15/24 Bonds | $26,483 | 2020-12-07 |
| 2 | 70 sh EPAM Systems Inc | $22,745 | 2020-12-07 |
| 2 | 125 sh Facebook Cl A | $34,962 | 2020-12-07 |
| 2 | 150 sh Globus Medical Inc | $9,113 | 2020-12-07 |
| 2 | 25,000 Greater Orlando FL 2.253% 10/01/23 Bonds | $25,529 | 2020-12-07 |
| 2 | 25,000 Hillenbrand Inc 5.75% 6/15/25 Bonds | $26,937 | 2020-12-07 |
| 2 | 25 Sh Illumina Inc | $8,767 | 2020-12-07 |
| 2 | 25 Sh Intuitive Surgical | $19,509 | 2020-12-07 |
| 2 | 400 Sh Invitation Homes Incorporated | $12,096 | 2020-12-07 |
| 2 | 200 Sh Iqvia Holdings Inc | $34,122 | 2020-12-07 |
| 2 | 200 Sh Jacobs Engineering | $21,792 | 2020-12-07 |
| 2 | 1200 Sh JPMorgan Chase 6.1% Pfd Series AA | $30,828 | 2020-12-07 |
| 2 | 150 Sh Kansas City Southern | $29,130 | 2020-12-07 |
| 2 | 50,000 Levi Strauss & Co 5% 05/01/25 Bonds | $51,313 | 2020-12-07 |
| 2 | 25,000 Louisiana-Pacific 4.875% 9/15/24 Bonds | $25,719 | 2020-12-07 |
| 2 | 200 Sh Nike Inc | $27,438 | 2020-12-07 |
| 2 | 120 Sh Palo Alto Networks | $36,515 | 2020-12-07 |
| 2 | 200 Sh Paypal Holdings Inc | $43,554 | 2020-12-07 |
| 2 | 200 Sh Pepsico Inc | $29,170 | 2020-12-07 |
| 2 | 525 Sh Quanta Services Inc | $37,133 | 2020-12-07 |
| 2 | 36 Sh Regeneron Pharms Inc | $17,728 | 2020-12-07 |
| 2 | 160 Sh Resmed Inc | $33,550 | 2020-12-07 |
| 2 | 25,000 Royal Caribbean 5.25% 11/15/22 Bonds | $25,000 | 2020-12-07 |
| 2 | 40,000 Service Corp Intl 8% 11/15/21 Bonds | $42,200 | 2020-12-07 |
| 2 | 25,000 Spectrum Brands 6.125% 12/15/24 Bonds | $25,563 | 2020-12-07 |
| 2 | 25,000 Spectrum Brands 5.75% 7/15/25 Bonds | $20,625 | 2020-12-07 |
| 2 | 25,000 Spirit Aerosystems 3.95% 6/15/23 Bonds | $24,562 | 2020-12-07 |
| 2 | 135 sh Splunk Inc | $21,744 | 2020-12-07 |
| 2 | 300 sh Starbucks Corp | $30,684 | 2020-12-07 |
| 2 | 30,000 Tennant Co 5.625% 6/15/23 Bonds | $31,125 | 2020-12-07 |
| 2 | 15,000 Tenneco Inc 5% 7/15/26 Bonds | $13,575 | 2020-12-07 |
| 2 | 25,000 Tenneco Inc 5.375% 12/15/24 Bonds | $23,500 | 2020-12-07 |
| 2 | 25,000 The ADT Security 3.5% 7/15/22 Bonds | $25,625 | 2020-12-07 |
| 2 | 1001 The Charles Schwab 6% Pfd Stock Ser C | $25,325 | 2020-12-07 |
| 2 | 25,000 The Servicemaster 7.45% 8/15/27 | $28,875 | 2020-12-07 |
| 2 | 500 sh Uber Technologies Inc | $27,430 | 2020-12-07 |
| 2 | 200 sh United Parcel Service | $33,450 | 2020-12-07 |
| 2 | 20,000 United Rentals 5.875% 9/15/26 Bond | $21,100 | 2020-12-07 |
| 2 | 10,000 United Rentals 5.50% 5/15/27 Bond | $10,700 | 2020-12-07 |
| 2 | 90 Sh Vail Resorts Inc | $25,482 | 2020-12-07 |
| 2 | 90 Sh Veeva Systems Inc | $24,455 | 2020-12-07 |
| 2 | 125 Sh Visa Inc Cl A | $26,585 | 2020-12-07 |
| 2 | 250 Sh Walt Disney Co | $38,535 | 2020-12-07 |
| 2 | 100 Sh Zebra Technologies Inc | $37,847 | 2020-12-07 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 125M ADT Corp 3.5% 7/15/22 | $109,531 | $127,813 |
| 125M AMC Networks Inc 4.75% 12/15/21 | $126,042 | $125,156 |
| 170M Ashland Global Inc 6.5% 6/30/29 | $180,456 | $182,691 |
| 60M Ball Corp 4% 11/15/23 | $57,334 | $63,900 |
| 100M Ball Corp 5.0% 3/15/2022 | $101,445 | $104,500 |
| 20M Becton Dickonson 3.30% Bonds 3/1/23 | $21,060 | $20,973 |
| 25M Cinemark USA Inc 4.875% due 6/01/2023 | $24,627 | $23,813 |
| 125M Cinemark USA Inc 5.125% due 12/15/2022 | $128,051 | $121,875 |
| 80M Dell EMC 3.375% Bonds 6/01/2023 | $80,318 | $83,200 |
| 75M Dell Inc 4.625% 4/01/2021 | $77,877 | $75,562 |
| 21M Delta Air Lines 2.90% bonds 10/28/2024 | $15,918 | $20,632 |
| 20M Delta Air Lines 3.625% Bonds 3/15/2022 | $19,649 | $20,575 |
| 118M Energy Transfer EQ 5.875% 1/15/2024 | $118,884 | $119,336 |
| 50M Ford Motor Credit 3.65% 2/20/23 | $50,275 | $49,311 |
| 25M Ford Motor Credit 4.25% 9/20/2022 | $25,456 | $25,751 |
| 145 Hillenbrand Inc 5.75% 6/15/2025 | $155,413 | $156,963 |
| 175M Levi Strauss 5% due 5/1/2025 | $181,252 | $179,156 |
| 125M Louisiana-Pacific 4.875% due 9/15/24 | $129,342 | $128,125 |
| 100M Royal Caribbean Cruises 5.250% 11/15/2022 | $98,660 | $100,375 |
| 50M Service Corp Intl 5.125% Bonds 6/01/2029 | $55,569 | $55,375 |
| 145M Service Corp Intl 8% 11/15/2021 | $167,311 | $152,975 |
| 95M Servicemaster Co 7.45% 8/15/2027 | $100,614 | $109,725 |
| 120M Spectrum Brands 5.75% 7/15/2025 | $125,885 | $123,750 |
| 25M Spectrum Brands 6.125% 12/15/2024 | $25,289 | $25,531 |
| 50M Spirit Aerosystems 3.85% 6/15/26 | $47,681 | $52,000 |
| 107M Spirit Aerosyss 3.95% 6/15/2023 | $107,108 | $105,395 |
| 155M Tennant Co 5.625% due 5/1/25 | $161,389 | $160,812 |
| 35M Tenneco Inc 5.000% 7/15/2026 | $34,437 | $32,200 |
| 145M Tenneco Inc 5.375% 12/15/2024 | $151,441 | $137,025 |
| 130M United Rentals 5.5% 05/15/2027 | $139,559 | $139,263 |
| 200M United Rentals 5.875% 9/15/2026 | $21,450 | $21,100 |
| 35M Weyerhauser Co 7.125% 07/15/2023 | $41,090 | $40,291 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 530 Airproducts & Chemicals | $85,290 | $144,807 |
| 75 Alphabet Inc Cl A | $22,457 | $131,448 |
| 105 Alphabet Inc Cl C | $25,924 | $183,947 |
| 60 Amazon Inc | $24,617 | $195,416 |
| 2200 Apple Inc | $18,454 | $291,918 |
| 1350 Aptiv PLC | $114,664 | $175,892 |
| 500 Berkshire Hathaway Cl B | $19,669 | $115,935 |
| 95 Booking Holdings Inc | $134,662 | $211,591 |
| 1000 Deere & Co | $100,302 | $269,050 |
| 250 Ecolab Inc | $46,678 | $54,090 |
| 1140 Edwards Life Sciences | $56,904 | $104,002 |
| 315 EPAM Systems | $37,076 | $112,880 |
| 725 Facebook Inc Cl A | $81,549 | $198,041 |
| 150 Globus Medical Inc | $7,651 | $9,783 |
| 1200 Iquvia Holdings Inc | $61,815 | $215,004 |
| 150 Illumina Inc | $32,237 | $55,500 |
| 150 Intuitive Surgical New | $70,617 | $122,715 |
| 2400 Invitation Homes Inc | $47,388 | $71,280 |
| 1600 Jacobs Engineering Group | $67,499 | $174,336 |
| 700 Kansas City Southern | $45,802 | $142,891 |
| 1150 Nike Inc Cl B | $59,830 | $162,691 |
| 580 Palo Alto Networks | $86,589 | $206,126 |
| 1100 Paypal Holdings Inc | $10,060 | $257,620 |
| 1200 Pepsico Inc | $99,263 | $177,960 |
| 3325 Quanta Services Inc | $65,653 | $239,467 |
| 201 Regeneron Pharmacueticals | $70,605 | $97,105 |
| 960 Resmed Inc | $11,461 | $204,058 |
| 835 Splunk Inc | $88,502 | $141,858 |
| 1800 Starbucks Corp | $99,682 | $192,564 |
| 3400 Uber Technologies Inc | $97,787 | $173,400 |
| 1300 United Parcel Service | $104,143 | $218,920 |
| 500 Vail Resorts Inc | $77,878 | $139,480 |
| 490 Veeva Systems Inc | $41,005 | $133,403 |
| 1025 Visa Inc Cl A | $15,017 | $224,198 |
| 1450 Walt Disney Co | $153,905 | $262,711 |
| 600 Zebra Technologies Corp A | $107,962 | $230,598 |
| 5501 Charles Schwab C 6.0% Pfd | $141,844 | $139,890 |
| 6800 JPMorgan Chase 6.1% Pfd Series AA | $172,785 | $175,100 |
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 | $220,221 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $232,893 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 315 American Tower Corp REIT | AT COST | $22,394 | $70,705 |
| 500 iShares Iboxx High Yield Bond ETF | AT COST | $43,389 | $43,650 |
| 3200 Vanguard Short Term Corp Bond ETF | AT COST | $265,335 | $266,400 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Donated Securities | Desc |
| Amt | $770,659 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Road Race Related Expenses | $11,438 | $0 | $11,438 |
| Bank Service Charges | $30 | $0 | $30 |
| Portfolio Expenses | $142 | $142 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Foreign Tax Refunds | $284 | $284 | $284 |
| Gross Income from Special Fundraising Events | $7,198 | $7,198 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $35,258 | Amt |
| Net Investment Income | $35,258 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments