2021-11-15T09:32:44-06:00 2020-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2020-01-01 061535327 DAVID AND EUNICE BIGELOW FOUNDATION DAVI 2032277470 134 East Ave Norwalk CT 06851 David Godfrey Secretary 2032277470 2021-11-15 1 David Godfrey 999009999 David L Godfrey P00232920 2032277470 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 12295821 X 2544529 4357 4357 202399 202399 330595 2772752 330595 7482 284 3089362 537635 0 0 0 35258 35258 0 11610 142 11468 46868 35400 11468 412790 412790 459658 35400 424258 2629704 502235 -350599 -188415 -188415 1617629 2627764 2627764 329259 220221 232893 2188122 2605226 6357675 2815151 2880413 2885149 17720 331118 380755 6617282 8476327 12295821 0 0 X 0 0 0 0 6617282 8476327 6617282 8476327 6617282 8476327 6617282 2629704 0 9246986 770659 8476327 Schwab - ST Realized GL 973038 790024 183014 183014 Schwab - LT Realized GL 1797922 1652133 145789 145789 Capital Gains Dividends P 1792 1792 1792 330595 6981 0 6981 0 6981 4650 0 6000 0 10650 0 3669 3669 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A Gunn Godfrey and Allison 2032277470 134 East Ave Norwalk CT 06851 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 7314511 1824933 0 9139444 0 0 9139444 137092 9002352 450118 450118 6981 6981 443137 0 443137 0 443137 424258 0 424258 0 424258 443137 0 0 57880 108480 73812 309423 265249 814844 424258 0 0 0 424258 0 18879 18879 795965 0 0 0 0 0 0 39001 756964 108480 73812 309423 265249 David C Bigelow Eunice J Bigelow Cynthia R Bigelow X ABCD Inc 1070 Park Avenue Bridgeport CT 06604 None PC Total Learning Program 5000 Bigelow Center for Senior Activities 100 Mona Terrace Fairfield CT 06824 None PC General 9000 Bridge House 880 Fairfield Ave Bridgeport CT 06605 None PC General 10000 Bridgeport Hospital Foundation Inc PO Box 5000 Bridgeport CT 06610 None PC Norma Pfriem Breast Cancer Center 17000 Bridgeport Rescue Mission 1088 Fairfield Ave Bridgeport CT 06605 None PC General 10000 Bullard Haven Technical High School 500 Palisade Avenue Bridgeport CT 06610 None PC Scholarship Fund 10000 Burroughs Community Center 2470 Fairfield Avenue Bridgeport CT 06605 None PC General 6000 Cardinal Shehan Center 1494 Main St Bridgeport CT 06604 None PC General 9000 Caroline House 574 Stillman St Bridgeport CT 06608 None PC General 7150 Catholic Charities of Fairfield County 238 Jewett Avenue Bridgeport CT 06606 None PC General 3000 Center for Family Justice 753 Fairfield Ave Bridgeport CT 06604 None PC Wellness Room 17000 Central Park Conservancy 14 E 60th Street New York NY 10022 None PC General 2000 Connecticut Audobon Society 314 Unquowa Rd Fairfield CT 06824 None PC General 2000 Connecticut Challenge 250 Pequot Avenue Southport CT 06890 None PC Mission Training Center 4000 Connecticut Food Bank PO Box 8686 New Haven CT 06531 None PC General 15000 Connecticut Yankee Council 60 Wellington Rd Milford CT 064600032 None PC General 5000 Creative Youth Productions Inc 23 Cedarhurst Trail Sandy Hook CT 06482 None PC General 25000 Domestic Violence Crisis Center 777 Summer Street Stamford CT 06901 None PC General 5000 Fairfield Museum and History Center 370 Beach Road Fairfield CT 06824 None PC General 1500 Fairfield Theater Company 70 Sanford St Fairfield CT 06824 None PC General 2500 Fairfield University 1073 North Benson Rd Fairfield CT 068245195 None PC General Fund 15000 Fairfield YMCA 841 Old Post Road Fairfield CT 06824 None PC 2020 Annual Campaign 15000 Girl Scouts of America PO Box 5046 New York NY 10087 None PC General Support 5000 Grasmere By the Sea 1 Post Road Fairfield CT 06824 None PC General 7000 Greater Bridgeport Symphony 446 University Ave Bridgeport CT 06604 None PC General 1000 Highville Charter School Inc 1 Science Park New Haven CT 06511 None PC Donation of 25 Chrome Books for student use 4640 Hole in the Wall Gang 555 Long Wharf Drive New Haven CT 06511 None PC General Support 2500 Homes For the Brave 655 Park Avenue Bridgeport CT 06605 None PC General Support 2500 Homes With Hope 49 Richmondville Ave Suite 112 Westport CT 06880 None PC General 5000 Horizons at GFA 35 Beachside Ave PO Box 998 Greens Farms CT 06838 None Public General 10000 Housatonic Community College Foundation 900 Lafayette Boulevard Bridgeport CT 06604 None PC General 15000 Human Services Council of Mid Fairfield County One Park St Norwalk CT 06851 None PC General 6500 Innocence Project 100 Fifth Avenue 3rd Floor New York NY 10011 None PC General 10000 Janus Center for Youth In Crisis 180 Fairfield Ave Bridgeport CT 06604 None PC General 5000 Kennedy Center Inc 2440 Reservoir Avenue Trumbull CT 06611 None PC General Support 5000 LifeBridge Community Services 475 Clinton Ave Bridgeport CT 06605 None PC General 3000 McGivney Community Center 338 Stillman St Bridgeport CT 06608 None PC General 2000 Mercy Learning Center 637 Park Ave Bridgeport CT 06604 None PC General 10000 Neighborhood Studio of Fairfield County 391 East Washington Ave Bridgeport CT 06608 None PC General 5000 Norwalk Community College Foundation Inc 188 Richards Avenue Norwalk CT 06854 None PC General 15000 Operation Hope 636 Old Post Road Fairfield CT 06824 None PC General Support 10000 Pilot House PO Box 1553 Fairfield CT 06825 None PC General 5000 Pivot Ministries Inc 485 Jane Street Bridgeport CT 06608 None PC General Support 6000 Ralphola Taylor Community Center YMCA 790 Central Ave Bridgeport CT 06607 None PC General 6000 Sacred Heart University 5151 Park Avenue Fairfield CT 06825 None PC David & Eunice Bigelow Scholarship 15000 School Volunteer Association of Bridgeport 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC General 10000 St Catherine Academy 760 Tahmore Drive Fairfield CT 06825 None PC Scholarship Assistance 3000 St Vincent's Medical Center Foundation 2800 Main St Bridgeport CT 06606 None PC Cancer Care 5000 St Vincent's Medical Center Foundation 2800 Main St Bridgeport CT 06606 None PC SWIM Across the Sound for Prostate Cancer 5000 STAR Inc 182 Wolfpit Avenue Norwalk CT 06851 None PC 2020/2021 Annual Appeal 5000 The Workplace 350 Fairfield Ave 302 Bridgeport CT 06604 None PC General Support 1000 University of New Haven 300 Boston Post Rd West Haven CT 06516 None PC College of Business Dean's Excellence Fund 10000 Urban Impact of Black Rock PO Box 3716 Bridgeport CT 06605 None PC General 2500 Wakeman's Boys and Girls Clubs 2414 Fairfield Ave Bridgeport CT 06605 None PC General 9000 YMCA Camp Hi-Rock 162 East St Mt Washington MA 10258 None PC General 11000 412790 0 14 4357 14 202399 14 284 18 330595 42 -4270 0 533365 0 533365 0 0 0 0 0 0 0 0 0 0 X X 1 David and Eunice Bigelow 5 Broadview Rd Westport CT 06880 461386 X X 2 David and Eunice Bigelow Charitable 134 East Avenue Norwalk CT 06851 1920644 X X 3 AmGraph 90 Versailles Road Versailles CT 06383 30000 X 4 International Marketing Systems Two Corporate Dr Ste 136 Shelton CT 06484 12500 X 5 16W Marketing LLC 75 Union Ave 2nd Floor Rutherford NJ 07070 5000 X 6 Wausau Container Corporation 8000 Highland Dr PO Box 1285 Wausau WI 544021285 12500 X 7 Joe Torre 20 Lawrence Lane Harrison NY 10528 5000 X 1 3400 sh Dunkin Donuts 361386 2020-11-30 2 100 sh Air Products & Chemicals 27376 2020-12-07 2 30 sh Alphabet Inc Class C 54840 2020-12-07 2 10 sh Amazon.com Inc 31626 2020-12-07 2 25,000 AMC Networks 4.75% 12/15/22 Bonds 24938 2020-12-07 2 65 American Tower Corp 14863 2020-12-07 2 300 sh Apple Inc 36675 2020-12-07 2 270 sh Aptiv PLC 33305 2020-12-07 2 40,000 Ashland Global Inc 6.5% 06/30/29 Bonds 40902 2020-12-07 2 45,000 Ball Corp 4% 11/15/23 Bonds 47700 2020-12-07 2 20,000 Becton Dickonson 3.3% 3/01/23 Bonds 20996 2020-12-07 2 15 sh Booking Holdings Inc 31875 2020-12-07 2 25,000 Cinemark USA 5.125% 12/15/22 Bonds 24000 2020-12-07 2 100 sh Deere & Co. 25339 2020-12-07 2 30,000 Dell EMC 3.375% 6/1/23 Bonds 31087 2020-12-07 2 20,000 Delta Air Lines 3.625% 3/15/22 Bonds 20350 2020-12-07 2 50 sh Ecolab Inc 11281 2020-12-07 2 240 sh Edwards Life Sciences 20582 2020-12-07 2 25,000 Energy Transfer 5.875% 1/15/24 Bonds 26483 2020-12-07 2 70 sh EPAM Systems Inc 22745 2020-12-07 2 125 sh Facebook Cl A 34962 2020-12-07 2 150 sh Globus Medical Inc 9113 2020-12-07 2 25,000 Greater Orlando FL 2.253% 10/01/23 Bonds 25529 2020-12-07 2 25,000 Hillenbrand Inc 5.75% 6/15/25 Bonds 26937 2020-12-07 2 25 Sh Illumina Inc 8767 2020-12-07 2 25 Sh Intuitive Surgical 19509 2020-12-07 2 400 Sh Invitation Homes Incorporated 12096 2020-12-07 2 200 Sh Iqvia Holdings Inc 34122 2020-12-07 2 200 Sh Jacobs Engineering 21792 2020-12-07 2 1200 Sh JPMorgan Chase 6.1% Pfd Series AA 30828 2020-12-07 2 150 Sh Kansas City Southern 29130 2020-12-07 2 50,000 Levi Strauss & Co 5% 05/01/25 Bonds 51313 2020-12-07 2 25,000 Louisiana-Pacific 4.875% 9/15/24 Bonds 25719 2020-12-07 2 200 Sh Nike Inc 27438 2020-12-07 2 120 Sh Palo Alto Networks 36515 2020-12-07 2 200 Sh Paypal Holdings Inc 43554 2020-12-07 2 200 Sh Pepsico Inc 29170 2020-12-07 2 525 Sh Quanta Services Inc 37133 2020-12-07 2 36 Sh Regeneron Pharms Inc 17728 2020-12-07 2 160 Sh Resmed Inc 33550 2020-12-07 2 25,000 Royal Caribbean 5.25% 11/15/22 Bonds 25000 2020-12-07 2 40,000 Service Corp Intl 8% 11/15/21 Bonds 42200 2020-12-07 2 25,000 Spectrum Brands 6.125% 12/15/24 Bonds 25563 2020-12-07 2 25,000 Spectrum Brands 5.75% 7/15/25 Bonds 20625 2020-12-07 2 25,000 Spirit Aerosystems 3.95% 6/15/23 Bonds 24562 2020-12-07 2 135 sh Splunk Inc 21744 2020-12-07 2 300 sh Starbucks Corp 30684 2020-12-07 2 30,000 Tennant Co 5.625% 6/15/23 Bonds 31125 2020-12-07 2 15,000 Tenneco Inc 5% 7/15/26 Bonds 13575 2020-12-07 2 25,000 Tenneco Inc 5.375% 12/15/24 Bonds 23500 2020-12-07 2 25,000 The ADT Security 3.5% 7/15/22 Bonds 25625 2020-12-07 2 1001 The Charles Schwab 6% Pfd Stock Ser C 25325 2020-12-07 2 25,000 The Servicemaster 7.45% 8/15/27 28875 2020-12-07 2 500 sh Uber Technologies Inc 27430 2020-12-07 2 200 sh United Parcel Service 33450 2020-12-07 2 20,000 United Rentals 5.875% 9/15/26 Bond 21100 2020-12-07 2 10,000 United Rentals 5.50% 5/15/27 Bond 10700 2020-12-07 2 90 Sh Vail Resorts Inc 25482 2020-12-07 2 90 Sh Veeva Systems Inc 24455 2020-12-07 2 125 Sh Visa Inc Cl A 26585 2020-12-07 2 250 Sh Walt Disney Co 38535 2020-12-07 2 100 Sh Zebra Technologies Inc 37847 2020-12-07 125M ADT Corp 3.5% 7/15/22 109531 127813 125M AMC Networks Inc 4.75% 12/15/21 126042 125156 170M Ashland Global Inc 6.5% 6/30/29 180456 182691 60M Ball Corp 4% 11/15/23 57334 63900 100M Ball Corp 5.0% 3/15/2022 101445 104500 20M Becton Dickonson 3.30% Bonds 3/1/23 21060 20973 25M Cinemark USA Inc 4.875% due 6/01/2023 24627 23813 125M Cinemark USA Inc 5.125% due 12/15/2022 128051 121875 80M Dell EMC 3.375% Bonds 6/01/2023 80318 83200 75M Dell Inc 4.625% 4/01/2021 77877 75562 21M Delta Air Lines 2.90% bonds 10/28/2024 15918 20632 20M Delta Air Lines 3.625% Bonds 3/15/2022 19649 20575 118M Energy Transfer EQ 5.875% 1/15/2024 118884 119336 50M Ford Motor Credit 3.65% 2/20/23 50275 49311 25M Ford Motor Credit 4.25% 9/20/2022 25456 25751 145 Hillenbrand Inc 5.75% 6/15/2025 155413 156963 175M Levi Strauss 5% due 5/1/2025 181252 179156 125M Louisiana-Pacific 4.875% due 9/15/24 129342 128125 100M Royal Caribbean Cruises 5.250% 11/15/2022 98660 100375 50M Service Corp Intl 5.125% Bonds 6/01/2029 55569 55375 145M Service Corp Intl 8% 11/15/2021 167311 152975 95M Servicemaster Co 7.45% 8/15/2027 100614 109725 120M Spectrum Brands 5.75% 7/15/2025 125885 123750 25M Spectrum Brands 6.125% 12/15/2024 25289 25531 50M Spirit Aerosystems 3.85% 6/15/26 47681 52000 107M Spirit Aerosyss 3.95% 6/15/2023 107108 105395 155M Tennant Co 5.625% due 5/1/25 161389 160812 35M Tenneco Inc 5.000% 7/15/2026 34437 32200 145M Tenneco Inc 5.375% 12/15/2024 151441 137025 130M United Rentals 5.5% 05/15/2027 139559 139263 200M United Rentals 5.875% 9/15/2026 21450 21100 35M Weyerhauser Co 7.125% 07/15/2023 41090 40291 530 Airproducts & Chemicals 85290 144807 75 Alphabet Inc Cl A 22457 131448 105 Alphabet Inc Cl C 25924 183947 60 Amazon Inc 24617 195416 2200 Apple Inc 18454 291918 1350 Aptiv PLC 114664 175892 500 Berkshire Hathaway Cl B 19669 115935 95 Booking Holdings Inc 134662 211591 1000 Deere & Co 100302 269050 250 Ecolab Inc 46678 54090 1140 Edwards Life Sciences 56904 104002 315 EPAM Systems 37076 112880 725 Facebook Inc Cl A 81549 198041 150 Globus Medical Inc 7651 9783 1200 Iquvia Holdings Inc 61815 215004 150 Illumina Inc 32237 55500 150 Intuitive Surgical New 70617 122715 2400 Invitation Homes Inc 47388 71280 1600 Jacobs Engineering Group 67499 174336 700 Kansas City Southern 45802 142891 1150 Nike Inc Cl B 59830 162691 580 Palo Alto Networks 86589 206126 1100 Paypal Holdings Inc 10060 257620 1200 Pepsico Inc 99263 177960 3325 Quanta Services Inc 65653 239467 201 Regeneron Pharmacueticals 70605 97105 960 Resmed Inc 11461 204058 835 Splunk Inc 88502 141858 1800 Starbucks Corp 99682 192564 3400 Uber Technologies Inc 97787 173400 1300 United Parcel Service 104143 218920 500 Vail Resorts Inc 77878 139480 490 Veeva Systems Inc 41005 133403 1025 Visa Inc Cl A 15017 224198 1450 Walt Disney Co 153905 262711 600 Zebra Technologies Corp A 107962 230598 5501 Charles Schwab C 6.0% Pfd 141844 139890 6800 JPMorgan Chase 6.1% Pfd Series AA 172785 175100 0 0 220221 232893 315 American Tower Corp REIT AT COST 22394 70705 500 iShares Iboxx High Yield Bond ETF AT COST 43389 43650 3200 Vanguard Short Term Corp Bond ETF AT COST 265335 266400 Unrealized Gain on Donated Securities 770659 Road Race Related Expenses 11438 0 11438 Bank Service Charges 30 0 30 Portfolio Expenses 142 142 0 Foreign Tax Refunds 284 284 284 Gross Income from Special Fundraising Events 7198 7198 Investment Fees 35258 35258 0