THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349102206
- Schema version
- 2019v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T17:23:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.220.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-19 | IPDt |
| IP Tm | 09:48:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 715E48B26FD82547A43E0608194BA1E4D4134D0D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6EF055D29C54E17EFC41282281649580ED6556D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,575,950 | 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 | $408,225 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,591 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,591 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $220,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $220,969 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $209,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,170,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $209,292 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,924 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $873,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $446,852 | 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 | $31,714 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,714 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $132 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,974 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,973 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $637,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $637,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $704,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $669,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $415,005 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$47,968 | CashBOYAmt |
| Cash EOY | -$350,599 | CashEOYAmt |
| Cash EOYFMV | -$350,598 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $608,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,617,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,617,629 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $595,525 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $329,259 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $324,822 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,206,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,188,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,091,799 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,064,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,815,151 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,834,843 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,455 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,448,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,617,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,575,950 | 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 | $6,448,368 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,617,282 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,448,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,617,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,448,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,617,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,448,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,617,282 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,617,282 | 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 | $607,481 | $563,106 | $44,375 | $44,375 | |
| Schwab - LT Realized GL | $1,561,260 | $1,397,840 | $163,420 | $163,420 | |
| Capital Gains Dividends | $1,497 | $1,497 | $1,497 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $209,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $658,143 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,325,875 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089838 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $394,686 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,684,097 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059049 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $375,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,652,132 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066486 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $312,175 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,281,287 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059110 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,385 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,885,754 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061072 | DistributionYr5Rt |
| Total Distribution | 0.335555 | TotalDistributionRt |
| Average Distribution | 0.067111 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,177,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $548,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,150 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $552,948 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $669,973 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,650 | OverpaymentAmt |
| Applied To ES Tax | $4,650 | 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 (5 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 |
| Lori Bigelow | ||||||||
| 4 River Ridge Lane | Wilton | CT | 06897 | 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 | $7,145,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,156,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,302,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,302,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,177,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $408,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $408,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,150 | TotalTaxAmt |
| Distributable Before Adj | $404,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $404,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $404,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $669,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $669,973 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,150 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $665,823 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $404,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,610 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,480 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $309,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $615,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $669,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $404,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $265,249 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $880,454 | 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 | $65,610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $814,844 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,880 | ExcessFromYear4Amt |
| Excess From Year3 | $108,480 | ExcessFromYear3Amt |
| Excess From Year2 | $73,812 | ExcessFromYear2Amt |
| Excess From Year1 | $309,423 | ExcessFromYear1Amt |
| Excess From Current Year | $265,249 | ExcessFromCurrentYearAmt |
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 |
| Contributing Manager | Lori Bigelow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Access Educational Services Inc | |||||||
| PO Box 397 | Bridgeport | CT | 06601 | None | PC | General Support | $25,000 |
| 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 | $16,000 |
| Bridgeport Prospers | |||||||
| 855 Main St 10th Floor | Bridgeport | CT | 06604 | None | PC | General | $5,000 |
| Bridgeport Rescue Mission | |||||||
| 1088 Fairfield Ave | Bridgeport | CT | 06605 | None | PC | General | $8,000 |
| 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 | $6,000 |
| 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 | Wellness Room | $15,000 |
| Central Park Conservancy | |||||||
| 14 E 60th Street | New York | NY | 10022 | None | PC | General | $1,000 |
| 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 | $13,000 |
| Connecticut Yankee Council | |||||||
| 60 Wellington Rd | Milford | CT | 064600032 | None | PC | Rich - 05/09/14 04:07PM Worksheet Private Foundation | $5,000 |
| Creative Youth Productions Inc | |||||||
| 23 Cedarhurst Trail | Sandy Hook | CT | 06482 | None | PC | General | $35,000 |
| Domestic Violence Crisis Center | |||||||
| 777 Summer Street | Stamford | CT | 06901 | None | PC | General Support | $5,000 |
| Fairfield Museum and History Center | |||||||
| 370 Beach Road | Fairfield | CT | 06824 | None | PC | General | $1,000 |
| 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 | 2019 Annual Campaign | $15,000 |
| Foundation for Excellence in Bridgeport Public Schools | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | General Support / After School Coding Program | $181,000 |
| 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 |
| 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 | $9,000 |
| Human Services Council of Mid Fairfield County | |||||||
| One Park St | Norwalk | CT | 06851 | None | PC | Rich - 05/11/18 08:55AM Worksheet Grants and Contributions Paid | $6,500 |
| Innocence Project | |||||||
| 100 Fifth Avenue 3rd Floor | New York | NY | 10011 | None | PC | david - 06/19/20 09:44AM Worksheet Private Foundation | $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 |
| Kids Empowered By Your Support Inc co K E Y S | |||||||
| 239 Chestnut Hill Rd | Stamford | CT | 06903 | None | PC | General Support | $25,000 |
| 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 | $1,000 |
| 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 | $10,000 |
| Norwalk Hospital Foundation | |||||||
| 34 Maple Street | Norwalk | CT | 06856 | None | PC | Norwalk Hospital Community Care Team | $10,000 |
| Operation Hope | |||||||
| 636 Old Post Road | Fairfield | CT | 06824 | None | PC | General Support | $9,000 |
| 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 | $3,500 |
| Ralphola Taylor Community Center YMCA | |||||||
| 790 Central Ave | Bridgeport | CT | 06607 | None | PC | david - 06/19/20 09:41AM Worksheet Private Foundation | $5,000 |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | None | PC | David & Eunice Bigelow Scholarship | $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 |
| School Volunteer Association of Bridgeport | |||||||
| 45 Lyon Terrace Room 328 | Bridgeport | CT | 06604 | None | PC | General | $10,000 |
| STAR Inc | |||||||
| 182 Wolfpit Avenue | Norwalk | CT | 06851 | None | PC | 2019/2020 Annual Appeal | $5,000 |
| 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 | College of Business Dean's Excellence Fund | $5,000 |
| United Service Organizations Inc | |||||||
| PO Box 96860 | Washington | DC | 20077 | None | PC | General | $5,000 |
| 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 | david - 06/19/20 09:44AM Worksheet Private Foundation | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $637,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,591 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,969 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $209,292 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 42 | ExclusionCd |
| Exclusion | -$14,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $431,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $431,878 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| David and Eunice Bigelow | ||||||
| 1 | 5 Broadview Rd | Westport | CT | 06880 | $250,000 | Yes (X) |
| AmGraph | ||||||
| 2 | 90 Versailles Road | Versailles | CT | 06383 | $17,500 | Yes (X) |
| International Marketing Systems | ||||||
| 3 | Two Corporate Dr Ste 136 | Shelton | CT | 06484 | $25,000 | Yes (X) |
| Wausau Container Corporation | ||||||
| 4 | 8000 Highland Dr PO Box 1285 | Wausau | WI | 544021285 | $10,000 | Yes (X) |
| New York Yankees | ||||||
| 5 | One East 161st Street | Bronx | NY | 10451 | $5,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (35 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100M ADT Corp 3.5% 7/15/22 | $87,625 | $101,375 |
| 100M AMC Networks Inc 4.75% 12/15/21 | $101,284 | $101,000 |
| 130M Ashland Global Inc 6.5% 6/30/29 | $138,247 | $139,452 |
| 15M Ball Corp 4% 11/15/23 | $13,641 | $15,769 |
| 100M Ball Corp 5.0% 3/15/2022 | $101,445 | $105,625 |
| 50M Carpenter Technology 5.20% 7/15/2021 | $50,951 | $51,402 |
| 25M Cinemark USA Inc 4.875% due 6/01/2023 | $24,627 | $25,469 |
| 100M Cinemark USA Inc 5.125% due 12/15/2022 | $102,219 | $101,000 |
| 75M Dell Inc 4.625% 4/01/2021 | $77,877 | $76,875 |
| 100M Dow Chemical Co 4.25% due 9/15/23 | $101,199 | $100,267 |
| 80M Dow Chemical Co 4.30% due 9/15/23 | $80,807 | $80,222 |
| 93M Energy Transfer EQ 5.875% 1/15/2024 | $93,731 | $97,699 |
| 50M Energy Transfer EQ 7.500% 10/15/2020 | $52,765 | $51,943 |
| 50M Ford Motor Credit 3.65% 2/20/23 | $50,275 | $49,880 |
| 25M Ford Motor Credit 4.25% 9/20/2022 | $25,456 | $25,821 |
| 100M JP Morgan Chase 2.75% 6/23/2000 | $99,289 | $100,498 |
| 100M Lear Corp 5.25% due 01/15/2025 | $104,471 | $102,930 |
| 110M Levi Strauss 5% due 5/1/2025 | $114,703 | $113,300 |
| 100M Louisiana-Pacific 4.875% due 9/15/24 | $103,490 | $103,250 |
| 120M Mastec Inc 4.875% 3/15/2023 | $117,820 | $121,350 |
| 48M Motorola Solutions 3.75% 5/15/2022 | $47,447 | $49,571 |
| 121M Oshkosh Corp 5.375% 3/01/2025 | $125,332 | $124,933 |
| 75M Royal Caribbean Cruises 5.250% 11/15/2022 | $74,149 | $80,906 |
| 105M Service Corp Intl 8% 11/15/2021 | $120,394 | $115,500 |
| 50M Servicemaster Co 7.45% 8/15/2027 | $74,010 | $79,012 |
| 100M Spectrum Brands 5.75% 7/15/2025 | $104,975 | $104,500 |
| 50M Spirit Aerosystems 3.85% 6/15/26 | $47,681 | $51,271 |
| 82M Spirit Aerosyss 3.95% 6/15/2023 | $82,040 | $84,400 |
| 47M Tennant Co 5.625% due 5/1/25 | $48,704 | $49,291 |
| 20M Tenneco Inc 5.000% 7/15/2026 | $19,657 | $18,400 |
| 120M Tenneco Inc 6.875% 12/15/2020 | $125,332 | $113,100 |
| 125M Treehouse Foods 4.875% 3/15/2022 | $127,204 | $125,469 |
| 50M Tupperware 4.75% 6/1/2021 | $51,754 | $50,063 |
| 125M United Rentals 5.75% 11/15/2024 | $83,460 | $83,000 |
| 35M Weyerhauser Co 7.125% 07/15/2023 | $41,090 | $40,300 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 430 Airproducts & Chemicals | $69,207 | $101,046 |
| 75 Alphabet Inc Cl A | $22,456 | $100,454 |
| 75 Alphabet Inc Cl C | $18,646 | $100,276 |
| 80 Amazon Inc | $37,831 | $147,827 |
| 650 Apple Inc | $21,810 | $190,873 |
| 1200 Aptiv PLC | $102,581 | $113,964 |
| 500 Berkshire Hathaway Cl B | $19,669 | $113,250 |
| 188 Boeing Co | $63,059 | $61,243 |
| 80 Booking Holdings Inc | $114,058 | $164,299 |
| 1000 Carpenter Technology | $49,128 | $49,780 |
| 675 Deere & Co | $67,207 | $116,950 |
| 230 Edwards Life Sciences | $31,602 | $53,657 |
| 245 EPAM Systems | $28,735 | $51,979 |
| 400 Facebook Inc Cl A | $29,930 | $82,100 |
| 1000 Iquvia Holdings Inc | $50,867 | $154,510 |
| 2000 Invitation Homes Inc | $39,488 | $59,940 |
| 1000 Jacobs Engineering Group | $21,432 | $89,830 |
| 1000 Kansas City Southern | $70,612 | $153,160 |
| 1080 Nike Inc Cl B | $56,185 | $109,415 |
| 2700 Norwegian Cruise Line | $130,829 | $157,707 |
| 600 Palo Alto Networks | $95,538 | $138,750 |
| 1200 Paypal Holdings Inc | $14,134 | $129,804 |
| 600 Pepsico Inc | $31,899 | $82,002 |
| 3500 Quanta Services Inc | $75,729 | $142,485 |
| 300 Regeneron Pharmacueticals | $116,609 | $112,644 |
| 1000 Resmed Inc | $27,079 | $154,970 |
| 700 Splunk Inc | $80,754 | $104,839 |
| 1500 Starbucks Corp | $82,653 | $131,880 |
| 700 United Parcel Service | $43,166 | $81,942 |
| 850 Veeva Systems Inc | $37,656 | $63,297 |
| 900 Visa Inc Cl A | $12,588 | $169,110 |
| 1200 Walt Disney Co | $127,729 | $173,556 |
| 500 Zebra Technologies Corp A | $89,739 | $127,720 |
| 4500 Charles Schwab C 6.0% Pfd | $115,893 | $117,000 |
| 2000 Digital Realty 6.35% Pfd | $52,092 | $51,620 |
| 500 JPMorgan Chase 6.1% Pfd Series AA | $13,005 | $12,870 |
| 5000 Northern Trust 5.85% Pfd Series C | $126,527 | $125,050 |
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 | $329,259 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $324,822 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 250 American Tower Corp REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,720 | BookValueAmt |
| EOYFMV | $57,455 | EOYFMVAmt |
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 | $32,898 | $0 | $32,898 |
| Bank Service Charges | $75 | $0 | $75 |
| Portfolio Expenses | $1 | $1 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gross Income from Special Fundraising Events | Desc |
| Revenue And Expenses Per Books | $17,924 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $17,924 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $31,714 | Amt |
| Net Investment Income | $31,714 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $2,267 | $0 | $0 |
| Foreign Taxes | $132 | $132 | $0 |
Comments