THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349100011
- Schema version
- 2017v2.2
- 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 | 2018-05-14T13:18:27-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $7,279,966 | 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 | $251,996 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $701 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $701 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $491,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,970,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $491,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,881 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $956,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $693,007 | 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 | $26,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,427 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,686 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $394,686 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $515,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $666,547 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$254,596 | CashBOYAmt |
| Cash EOY | -$217,733 | CashEOYAmt |
| Cash EOYFMV | -$217,733 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $606,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $695,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $695,907 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $2,000 | PledgesRcvblBOYAmt |
| US Government Obligations BOY | $56,313 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $211,248 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $206,875 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,114,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,683,860 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,178,926 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,529,592 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,184,427 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,213,917 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $168,622 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $181,055 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $202,074 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,223,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,738,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,279,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,223,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,738,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,223,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,738,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,223,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,738,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,223,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $515,072 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,738,764 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,738,764 | 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 | $678,899 | $659,279 | $19,620 | $19,620 | |
| Schwab - LT Realized GL | $1,291,354 | $819,807 | $471,547 | $471,547 | |
| Capital Gains Dividends | $425 | $425 | $425 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $491,592 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $375,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,652,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $312,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,281,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059110 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $298,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,885,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061072 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $282,258 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,223,692 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $344,406 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,819,225 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090177 | DistributionYr5Rt |
| Total Distribution | 0.343672 | TotalDistributionRt |
| Average Distribution | 0.068734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,684,097 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $459,425 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,665 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $466,090 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $394,686 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,989 | OverpaymentAmt |
| Applied To ES Tax | $1,989 | 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 |
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 | $6,460,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,785,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,785,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,684,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,331 | TotalTaxAmt |
| Distributable Before Adj | $320,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $320,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $320,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $394,686 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $394,686 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $394,686 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,472 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,597 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $373,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $394,686 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $320,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,812 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $446,851 | 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 | $57,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $389,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,597 | ExcessFromYear4Amt |
| Excess From Year3 | $65,610 | ExcessFromYear3Amt |
| Excess From Year2 | $57,880 | ExcessFromYear2Amt |
| Excess From Year1 | $108,480 | ExcessFromYear1Amt |
| Excess From Current Year | $73,812 | 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 |
|---|---|---|---|---|---|---|---|
| Acts 4 Ministry | |||||||
| 1713 Thomaston Ave | Waterbury | CT | 06704 | None | PC | General | $2,000 |
| 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 | $15,000 |
| Bridgeport Rescue Mission | |||||||
| 1088 Fairfield Ave | Bridgeport | CT | 06605 | None | PC | General | $8,000 |
| Black River Good Neighborhood Services | |||||||
| 37B Main Street | Ludlow | VT | 05149 | None | PC | General | $500 |
| Bullard Haven Technical College | |||||||
| 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 | $11,500 |
| Caroline House | |||||||
| 574 Stillman St | Bridgeport | CT | 06608 | None | PC | General | $5,000 |
| 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 | General | $16,000 |
| Central Park Conservancy | |||||||
| 14 E 60th Street | New York | NY | 10022 | None | PC | General | $1,000 |
| Combat Wounded Coalition | |||||||
| 1220 Executive Blvd Suite 109 | Chesapeake | VA | 23320 | None | PC | General | $5,000 |
| Connecticut Audobon Society | |||||||
| 314 Unquowa Rd | Fairfield | CT | 06824 | None | PC | General | $2,000 |
| Connecticut Challenge | |||||||
| 250 Pequot Avenue | Southport | CT | 06890 | None | PC | General | $4,000 |
| Connecticut Food Bank | |||||||
| PO Box 8686 | New Haven | CT | 06531 | None | PC | General | $18,000 |
| Connecticut Yankee Council | |||||||
| 60 Wellington Rd | Milford | CT | 064600032 | None | PC | General | $5,000 |
| Domestic Violence Crisis Center | |||||||
| 777 Summer Street | Stamford | CT | 06901 | None | PC | General Support | $5,000 |
| Easter Seals of Coastal Fairfield County | |||||||
| 733 Summer Street | Stamford | CT | 06901 | None | PC | Rich - 05/10/18 03:04PM Worksheet Grants and Contributions Paid | $3,000 |
| Fairfield Museum and History Center | |||||||
| 370 Beach Road | Fairfield | CT | 06824 | None | PC | General | $2,000 |
| 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 | General Support | $14,000 |
| Girl Scouts of America | |||||||
| PO Box 5046 | New York | NY | 10087 | None | PC | General Support | $1,000 |
| 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 Support | $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 | $7,000 |
| Human Services Council of Mid Fairfield County | |||||||
| One Park St | Norwalk | CT | 06851 | None | PC | General Support | $6,500 |
| Innocence Project | |||||||
| 100 Fifth Avenue 3rd Floor | New York | NY | 10011 | None | PC | General Support | $10,000 |
| Janus Center for Youth In Crisis | |||||||
| 180 Fairfield Ave | Bridgeport | CT | 06604 | None | PC | General | $5,000 |
| Joe Torre Safe at Home Foundation | |||||||
| PO Box 3133 Grand Central Station | New York | NY | 10163 | 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 | $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 Support - Education | $10,000 |
| Norwalk Hospital Foundation | |||||||
| 34 Maple Street | Norwalk | CT | 06856 | None | PC | General | $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 | $2,500 |
| Ralphola Taylor Community Center YMCA | |||||||
| 790 Central Ave | Bridgeport | CT | 06607 | None | PC | General | $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 |
| STAR | |||||||
| 182 Wolfpit Avenue | Norwalk | CT | 06851 | None | PC | Storm Safety | $5,000 |
| The Workplace | |||||||
| 350 Fairfield Ave 302 | Bridgeport | CT | 06604 | None | PC | General Support | $1,000 |
| Trust for Public Land | |||||||
| 101 Montgomery Street Suite 900 | San Francisco | CA | 94104 | None | PC | Johnson Oaks/Tisdale School Project | $1,000 |
| Town of Fairfield Parks & Rec | |||||||
| 75 Mill Plain Road | Fairfield | CT | 06824 | None | PC | Sandcastle Playground | $3,000 |
| 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 |
| 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 Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,000 | 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 | $701 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $491,592 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 42 | ExclusionCd |
| Exclusion | -$12,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $680,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $680,520 | 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 | $99,725 | Yes (X) | Yes (X) |
| AmGraph | |||||||
| 2 | 90 Versailles Road | Versailles | CT | 06383 | $10,000 | Yes (X) | |
| International Marketing Systems | |||||||
| 3 | Two Corporate Dr Ste 136 | Shelton | CT | 06484 | $25,000 | Yes (X) | |
| 16W Marketing LLC | |||||||
| 4 | 75 Union Ave 2nd Floor | Rutherford | NJ | 07070 | $5,000 | Yes (X) | |
| Wausau Container Corporation | |||||||
| 5 | 8000 Highland Dr PO Box 1285 | Wausau | WI | 544021285 | $10,000 | Yes (X) | |
| New York Yankees | |||||||
| 6 | One East 161st Street | Bronx | NY | 10451 | $5,000 | Yes (X) | |
| Keybank National Association | |||||||
| 7 | 127 Public Square | Cleveland | OH | 44114 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2500 sh Jacobs Engineering, 1000 sh Cognizant Tech Sol, 500 sh Apple Inc, 5600 sh Kinder Morgan Inc | NoncashPropertyDesc |
| Fair Market Value | $417,457 | FairMarketValueAmt |
| Received | 2017-12-01 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100M ADT Corp 3.5% 7/15/22 | $87,625 | $98,750 |
| 100M AMC Networks Inc 4.75% 12/15/21 | $101,284 | $102,375 |
| 100M Ashland Inc 4.75% 8/15/22 | $99,687 | $104,375 |
| 15M Ball Corp 4% 11/15/23 | $13,641 | $15,300 |
| 100M Ball Corp 5.75% 5/15/2021 | $101,445 | $106,625 |
| 68M Black Hills Corp 2.5% 1/11/2019 | $68,495 | $67,998 |
| 59M Clean Harbor 5.25% 08/01/2020 | $60,041 | $59,590 |
| 50M Clean Harbor 5.125% 06/01/2021 | $50,325 | $50,563 |
| 100M Constellation Brands Inc 6% due 5/01/2022 | $110,065 | $112,282 |
| 65M Corning Inc 1.5% 5/8/2018 | $65,015 | $64,891 |
| 36M Corning Inc 6.6255 5/15/2019 | $39,190 | $38,035 |
| 75M Dell Inc 4.625% 4/01/2021 | $77,877 | $77,625 |
| 50M Dell Inc 5.65% 4/15/2018 | $51,617 | $50,437 |
| 50M Dell Inc 5.875% 6/15/2019 | $52,822 | $52,063 |
| 100M Dow Chemical Co 4.25% due 9/15/23 | $101,199 | $100,283 |
| 80M Dow Chemical Co 4.30% due 9/15/23 | $80,807 | $80,235 |
| 75M EMC Corp Mass 1.875% 6/01/2018 | $74,667 | $74,722 |
| 93M Energy Transfer EQ 5.875% 1/15/2024 | $93,731 | $97,882 |
| 50M Energy Transfer EQ 7.500% 10/15/2020 | $52,765 | $55,125 |
| 50M Ford Motor Credit 3.65% 2/20/23 | $50,275 | $49,303 |
| 25M Ford Motor Credit 4.25% 9/20/2022 | $25,456 | $26,170 |
| 50M Lab Co of America 2.5% 11/01/2018 | $50,464 | $50,165 |
| 100M Lear Corp 5.25% due 01/15/2025 | $104,471 | $106,250 |
| 100M Levi Strauss 5% due 5/1/2025 | $104,798 | $104,250 |
| 120M Mastec Inc 4.875% 3/15/2023 | $117,820 | $122,400 |
| 97M Norfolk Southern 5.75% 4/01/2018 | $101,393 | $97,850 |
| 123M Olin Corporation 5.5% 8/15/22 | $124,906 | $131,456 |
| 50M PNM Resources 7.95% 05/15/2018 | $52,710 | $51,027 |
| 125M Precision Castpa 1.25% 01/15/2018 | $125,067 | $124,981 |
| 75M Royal Caribbean Cruises 5.250% 11/15/2022 | $74,149 | $82,312 |
| 20M Service Corp Intl 4.5% 11/15/2020 | $19,795 | $20,175 |
| 80M Service Corp Intl 8% 11/15/2021 | $92,733 | $93,200 |
| 20M Service Corp Intl 7.625% 10/01/2018 | $22,609 | $20,800 |
| 50M Spectrum Brands 6.625% 11/15/2022 | $52,232 | $51,875 |
| 100M Spirit Aerosyss 5.25% 3/15/2022 | $105,012 | $103,250 |
| 20M Tenneco Inc 5.000% 7/15/2016 | $19,657 | $20,550 |
| 120M Tenneco Inc 6.875% 12/15/2020 | $125,332 | $125,700 |
| 70M Time Warner Cable 8.75% 02/14/2019 | $83,133 | $74,739 |
| 125M Treehouse Foods 4.875% 3/15/2022 | $127,204 | $126,406 |
| 50M Tupperware 4.75% 6/1/2021 | $51,754 | $52,414 |
| 35M Weyerhauser Co 7.125% 07/15/2023 | $41,090 | $41,207 |
| 125M William Carter 5.25% 8/15/21 | $130,069 | $128,281 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 175 Alphabet Inc Cl C | $69,972 | $183,120 |
| 130 Amazon Inc | $42,926 | $152,031 |
| 775 Apple Inc | $26,004 | $131,153 |
| 500 Berkshire Hathaway Cl B | $19,669 | $99,110 |
| 4500 Blue Buffalo Pet Products | $82,341 | $147,555 |
| 60 Booking Holdings Inc | $77,331 | $104,264 |
| 900 Celgene Corp | $22,197 | $93,924 |
| 1500 Cerner Corp | $91,685 | $101,085 |
| 1800 Cognizant Tech Solutions | $23,103 | $127,836 |
| 400 Core Laboratories | $35,120 | $43,820 |
| 650 Deere & Co | $54,733 | $101,732 |
| 2000 Dunkin Brands Group Inc | $84,659 | $128,940 |
| 800 Facebook Inc Cl A | $63,136 | $141,168 |
| 1200 Iquvia Holdings Inc | $61,813 | $117,480 |
| 800 Jacobs Engineering Group | $4,412 | $52,768 |
| 1200 Kansas City Southern | $88,887 | $126,264 |
| 600 Monsanto Co | $40,923 | $70,068 |
| 1200 Nike Inc Cl B | $62,427 | $75,060 |
| 500 Palo Alto Networks | $75,482 | $72,470 |
| 1800 Paypal Holdings Inc | $33,052 | $132,516 |
| 700 Pepsico Inc | $37,215 | $83,944 |
| 3200 Quanta Services Inc | $65,175 | $125,152 |
| 100 Regeneron Pharmacueticals | $46,751 | $37,596 |
| 1200 Resmed Inc | $11,688 | $101,628 |
| 1200 Starbucks Corp | $63,896 | $68,916 |
| 700 United Parcel Service | $43,166 | $83,650 |
| 1200 Visa Inc Cl A | $16,783 | $136,824 |
| 1000 Walt Disney Co | $106,687 | $107,510 |
| 1000 Digital Real 5.875% Pfd | $25,195 | $25,490 |
| 4943 State Street Corp 6% Pfd | $131,735 | $130,792 |
| 3000 Vornado Real 6.625% Pfd Ser G | $75,697 | $75,060 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,810 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,625 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $111,438 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $107,250 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 125 Allergan PLC 5.5% PFD | AT COST | $123,798 | $87,938 |
| 900 American Tower Corp REIT | AT COST | $57,257 | $114,136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Road Race Related Expenses | $24,368 | $0 | $24,368 |
| Bank Service Charges | $318 | $0 | $318 |
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 | $11,881 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $11,881 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $26,427 | Amt |
| Net Investment Income | $26,427 | 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 | $20,666 | $0 | $0 |
| Foreign Taxes | $33 | $33 | $0 |
Comments