2020-07-14T17:23:57-05:00 2019-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2019-01-01 061535327 DAVID AND EUNICE BIGELOW FOUNDATION DAVI 2032277470 134 East Ave Norwalk CT 06851 David Godfrey Secretary 2032277470 2020-06-19 1 David L Godfrey P00232920 2032277470 X 75.99.220.194 2020-06-19 09:48:17 ED P 715E48B26FD82547A43E0608194BA1E4D4134D0D D6EF055D29C54E17EFC41282281649580ED6556D 2019 2021-04-22 16:20:28Z X 8575950 X 408225 16591 16591 220969 220969 209292 2170238 209292 17924 0 873001 446852 0 0 0 31714 31714 0 2399 132 0 32974 1 32973 67087 31847 32973 637000 637000 704087 31847 669973 168914 415005 -47968 -350599 -350598 608475 1617629 1617629 595525 329259 324822 2206922 2188122 4091799 3064100 2815151 2834843 21314 17720 57455 6448368 6617282 8575950 0 0 X 0 0 0 0 6448368 6617282 6448368 6617282 6448368 6617282 6448368 168914 0 6617282 0 6617282 Schwab - ST Realized GL 607481 563106 44375 44375 Schwab - LT Realized GL 1561260 1397840 163420 163420 Capital Gains Dividends P 1497 1497 1497 209292 0 658143 7325875 0.089838 394686 6684097 0.059049 375790 5652132 0.066486 312175 5281287 0.059110 298385 4885754 0.061072 0.335555 0.067111 8177474 548798 4150 552948 669973 X 4150 0 4150 0 4150 8800 0 0 8800 0 4650 4650 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 Lori Bigelow 4 River Ridge Lane Wilton CT 06897 Director 0.00 0 0 0 NONE 0 NONE 0 0 7145430 1156574 0 8302004 0 0 8302004 124530 8177474 408874 408874 4150 4150 404724 0 404724 0 404724 669973 0 669973 4150 665823 404724 0 0 65610 57880 108480 73812 309423 615205 669973 0 0 0 404724 265249 0 0 880454 0 0 0 0 0 0 65610 814844 57880 108480 73812 309423 265249 David C Bigelow Eunice J Bigelow Cynthia R Bigelow Lori Bigelow X Access Educational Services Inc PO Box 397 Bridgeport CT 06601 None PC General Support 25000 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 16000 Bridgeport Prospers 855 Main St 10th Floor Bridgeport CT 06604 None PC General 5000 Bridgeport Rescue Mission 1088 Fairfield Ave Bridgeport CT 06605 None PC General 8000 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 6000 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 15000 Central Park Conservancy 14 E 60th Street New York NY 10022 None PC General 1000 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 13000 Connecticut Yankee Council 60 Wellington Rd Milford CT 064600032 None PC Rich - 05/09/14 04:07PM Worksheet Private Foundation 5000 Creative Youth Productions Inc 23 Cedarhurst Trail Sandy Hook CT 06482 None PC General 35000 Domestic Violence Crisis Center 777 Summer Street Stamford CT 06901 None PC General Support 5000 Fairfield Museum and History Center 370 Beach Road Fairfield CT 06824 None PC General 1000 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 2019 Annual Campaign 15000 Foundation for Excellence in Bridgeport Public Schools 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC General Support / After School Coding Program 181000 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 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 9000 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 6500 Innocence Project 100 Fifth Avenue 3rd Floor New York NY 10011 None PC david - 06/19/20 09:44AM Worksheet Private Foundation 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 Kids Empowered By Your Support Inc co K E Y S 239 Chestnut Hill Rd Stamford CT 06903 None PC General Support 25000 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 1000 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 10000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06856 None PC Norwalk Hospital Community Care Team 10000 Operation Hope 636 Old Post Road Fairfield CT 06824 None PC General Support 9000 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 3500 Ralphola Taylor Community Center YMCA 790 Central Ave Bridgeport CT 06607 None PC david - 06/19/20 09:41AM Worksheet Private Foundation 5000 Sacred Heart University 5151 Park Avenue Fairfield CT 06825 None PC David & Eunice Bigelow Scholarship 15000 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 School Volunteer Association of Bridgeport 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC General 10000 STAR Inc 182 Wolfpit Avenue Norwalk CT 06851 None PC 2019/2020 Annual Appeal 5000 The Workplace 350 Fairfield Ave 302 Bridgeport CT 06604 None PC General Support 1000 University of Bridgeport 126 Park Avenue Bridgeport CT 06604 None PC Bigelow Family Foundation Scholarship Fund 15000 University of New Haven 300 Boston Post Rd West Haven CT 06516 None PC College of Business Dean's Excellence Fund 5000 United Service Organizations Inc PO Box 96860 Washington DC 20077 None PC General 5000 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 david - 06/19/20 09:44AM Worksheet Private Foundation 10000 637000 0 14 16591 14 220969 18 209292 42 -14974 0 431878 0 431878 0 0 0 0 0 0 0 0 0 0 X X 1 David and Eunice Bigelow 5 Broadview Rd Westport CT 06880 250000 X 2 AmGraph 90 Versailles Road Versailles CT 06383 17500 X 3 International Marketing Systems Two Corporate Dr Ste 136 Shelton CT 06484 25000 X 4 Wausau Container Corporation 8000 Highland Dr PO Box 1285 Wausau WI 544021285 10000 X 5 New York Yankees One East 161st Street Bronx NY 10451 5000 X 100M ADT Corp 3.5% 7/15/22 87625 101375 100M AMC Networks Inc 4.75% 12/15/21 101284 101000 130M Ashland Global Inc 6.5% 6/30/29 138247 139452 15M Ball Corp 4% 11/15/23 13641 15769 100M Ball Corp 5.0% 3/15/2022 101445 105625 50M Carpenter Technology 5.20% 7/15/2021 50951 51402 25M Cinemark USA Inc 4.875% due 6/01/2023 24627 25469 100M Cinemark USA Inc 5.125% due 12/15/2022 102219 101000 75M Dell Inc 4.625% 4/01/2021 77877 76875 100M Dow Chemical Co 4.25% due 9/15/23 101199 100267 80M Dow Chemical Co 4.30% due 9/15/23 80807 80222 93M Energy Transfer EQ 5.875% 1/15/2024 93731 97699 50M Energy Transfer EQ 7.500% 10/15/2020 52765 51943 50M Ford Motor Credit 3.65% 2/20/23 50275 49880 25M Ford Motor Credit 4.25% 9/20/2022 25456 25821 100M JP Morgan Chase 2.75% 6/23/2000 99289 100498 100M Lear Corp 5.25% due 01/15/2025 104471 102930 110M Levi Strauss 5% due 5/1/2025 114703 113300 100M Louisiana-Pacific 4.875% due 9/15/24 103490 103250 120M Mastec Inc 4.875% 3/15/2023 117820 121350 48M Motorola Solutions 3.75% 5/15/2022 47447 49571 121M Oshkosh Corp 5.375% 3/01/2025 125332 124933 75M Royal Caribbean Cruises 5.250% 11/15/2022 74149 80906 105M Service Corp Intl 8% 11/15/2021 120394 115500 50M Servicemaster Co 7.45% 8/15/2027 74010 79012 100M Spectrum Brands 5.75% 7/15/2025 104975 104500 50M Spirit Aerosystems 3.85% 6/15/26 47681 51271 82M Spirit Aerosyss 3.95% 6/15/2023 82040 84400 47M Tennant Co 5.625% due 5/1/25 48704 49291 20M Tenneco Inc 5.000% 7/15/2026 19657 18400 120M Tenneco Inc 6.875% 12/15/2020 125332 113100 125M Treehouse Foods 4.875% 3/15/2022 127204 125469 50M Tupperware 4.75% 6/1/2021 51754 50063 125M United Rentals 5.75% 11/15/2024 83460 83000 35M Weyerhauser Co 7.125% 07/15/2023 41090 40300 430 Airproducts & Chemicals 69207 101046 75 Alphabet Inc Cl A 22456 100454 75 Alphabet Inc Cl C 18646 100276 80 Amazon Inc 37831 147827 650 Apple Inc 21810 190873 1200 Aptiv PLC 102581 113964 500 Berkshire Hathaway Cl B 19669 113250 188 Boeing Co 63059 61243 80 Booking Holdings Inc 114058 164299 1000 Carpenter Technology 49128 49780 675 Deere & Co 67207 116950 230 Edwards Life Sciences 31602 53657 245 EPAM Systems 28735 51979 400 Facebook Inc Cl A 29930 82100 1000 Iquvia Holdings Inc 50867 154510 2000 Invitation Homes Inc 39488 59940 1000 Jacobs Engineering Group 21432 89830 1000 Kansas City Southern 70612 153160 1080 Nike Inc Cl B 56185 109415 2700 Norwegian Cruise Line 130829 157707 600 Palo Alto Networks 95538 138750 1200 Paypal Holdings Inc 14134 129804 600 Pepsico Inc 31899 82002 3500 Quanta Services Inc 75729 142485 300 Regeneron Pharmacueticals 116609 112644 1000 Resmed Inc 27079 154970 700 Splunk Inc 80754 104839 1500 Starbucks Corp 82653 131880 700 United Parcel Service 43166 81942 850 Veeva Systems Inc 37656 63297 900 Visa Inc Cl A 12588 169110 1200 Walt Disney Co 127729 173556 500 Zebra Technologies Corp A 89739 127720 4500 Charles Schwab C 6.0% Pfd 115893 117000 2000 Digital Realty 6.35% Pfd 52092 51620 500 JPMorgan Chase 6.1% Pfd Series AA 13005 12870 5000 Northern Trust 5.85% Pfd Series C 126527 125050 0 0 329259 324822 250 American Tower Corp REIT AT COST 17720 57455 Road Race Related Expenses 32898 0 32898 Bank Service Charges 75 0 75 Portfolio Expenses 1 1 0 Gross Income from Special Fundraising Events 17924 17924 Investment Fees 31714 31714 0 Federal Excise Tax 2267 0 0 Foreign Taxes 132 132 0