THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201501349349100320
- Schema version
- 2014v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T08:24:38-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 Bigelow | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 2032277470 | PhoneNum |
| Signature | 2015-05-13 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,260,780 | 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 | $241,326 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $456,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,761,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $456,091 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $836,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $595,120 | 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 | $19,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,162 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $320 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $509,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $575,638 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$99,462 | CashBOYAmt |
| Cash EOY | -$143,258 | CashEOYAmt |
| Cash EOYFMV | -$143,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $551,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,652 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,785,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,962,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,057,536 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,241,209 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,970,534 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,955,645 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $165,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $165,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $191,205 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,644,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,154,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,260,780 | 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 | $3,644,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,154,241 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,644,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,154,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,644,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,154,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,644,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $509,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,154,241 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,154,241 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Schwab - Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $1,761,345 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,305,254 | CostOrOtherBasisAmt |
| Gain Or Loss | $456,091 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $456,091 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $456,091 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $282,258 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,223,692 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066827 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $344,406 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,819,225 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,787 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,547,480 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052090 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $173,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,335,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051885 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,887 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,714,514 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059269 | DistributionYr5Rt |
| Total Distribution | 0.320248 | TotalDistributionRt |
| Average Distribution | 0.064050 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,885,754 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $312,933 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,756 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $318,689 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $298,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,233 | TaxDueAmt |
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 | ||||||||
| One Island Drive Unit 14 | Norwalk | CT | 06855 | 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 | $4,485,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $475,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,960,156 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,960,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,885,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,513 | TotalTaxAmt |
| Distributable Before Adj | $232,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $298,385 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $57,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,597 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,069 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $232,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $206,679 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,679 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $57,472 | ExcessFromYear2Amt |
| Excess From Year1 | $83,597 | ExcessFromYear1Amt |
| Excess From Current Year | $65,610 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Action for Bridgeport Community Development Inc | |||||||
| 1070 Park Avenue | Bridgeport | CT | 06604 | None | PC | Total Learning Program | $5,000 |
| 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 Cancer Center | $15,000 |
| Bridgeport Rescue Mission | |||||||
| 1088 Fairfield Ave | Bridgeport | CT | 06605 | None | PC | General | $7,000 |
| Bullard Haven Technical College | |||||||
| 500 Palisade Avenue | Bridgeport | CT | 06610 | None | PC | Scholarship Fund | $5,000 |
| 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 | $5,000 |
| Catholic Charities of Fairfield | |||||||
| 238 Jewett Avenue | Bridgeport | CT | 06606 | None | PC | General | $3,000 |
| Center for Family Justice | |||||||
| 753 Fairfield Ave | Bridgeport | CT | 06604 | None | PC | General | $16,800 |
| 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 | $10,000 |
| 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 | $2,000 |
| Easter Seals of Coastal Fairfield County | |||||||
| 733 Summer Street | Stamford | CT | 06901 | None | PC | General | $3,000 |
| Fairfield Senior Center | |||||||
| 100 Mona Ter | Fairfield | CT | 06824 | None | PC | General | $8,000 |
| Fairfield Theater Company | |||||||
| 70 Sanford St | Fairfield | CT | 06824 | None | PC | General | $1,000 |
| Fairfield University | |||||||
| 1073 North Benson Rd | Fairfield | CT | 068245195 | None | PC | David & Eunice Bigelow Scholarship | $15,000 |
| Fairfield YMCA | |||||||
| 841 Old Post Road | Fairfield | CT | 06824 | None | PC | General | $14,000 |
| FSW Inc CT | |||||||
| 475 Clinton Ave | Bridgeport | CT | 06605 | None | PC | General | $2,000 |
| Girl Scouts of America | |||||||
| PO Box 5046 | New York | NY | 10087 | None | PC | General | $1,000 |
| Horizons at GFA | |||||||
| 35 Beachside Ave PO Box 998 | Greens Farms | CT | 06838 | None | Public | General | $2,000 |
| Human Services Council of Mid Fairfield County | |||||||
| One Park St | Norwalk | CT | 06851 | None | PC | General | $6,500 |
| Interfaith Housing Association | |||||||
| 49 Richmondville Ave Suite 112 | Westport | CT | 06880 | None | PC | General | $5,000 |
| Janus House | |||||||
| 180 Fairfield Ave | Bridgeport | CT | 06604 | None | PC | General | $5,000 |
| Jewish Home for the Elderly | |||||||
| 175 Jefferson Street | Fairfield | CT | 06825 | None | PC | Grasmere By the Sea | $7,000 |
| Joe Torre Safe at Home Foundation | |||||||
| PO Box 3133 Grand Central Station | New York | NY | 10163 | None | PC | Annual Campaign | $5,000 |
| Kennedy Center Inc | |||||||
| 2440 Reservoir Avenue | Trumbull | CT | 06611 | None | PC | General | $5,000 |
| Mercy Learning Center | |||||||
| 637 Park Ave | Bridgeport | CT | 06604 | None | PC | General | $9,950 |
| Neighborhood Studio of Fairfield County | |||||||
| 391 East Washington Ave | Bridgeport | CT | 06608 | None | PC | General | $5,000 |
| Norwalk Community College | |||||||
| 188 Richards Avenue | Norwalk | CT | 06854 | None | PC | General | $10,000 |
| Norwalk Hospital Foundation | |||||||
| 34 Maple Street | Norwalk | CT | 06856 | None | PC | General | $15,000 |
| Operation Hope | |||||||
| 636 Old Post Road | Fairfield | CT | 06824 | None | PC | General | $8,000 |
| Pilot House | |||||||
| PO Box 1553 | Fairfield | CT | 06825 | None | PC | General | $5,000 |
| Prospect House | |||||||
| 392 Prospect Street | Bridgeport | CT | 06604 | None | PC | General | $1,000 |
| 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 | Swim Across the Sound | $5,000 |
| St Vincent's Medical Center Foundation | |||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | PC | General | $5,000 |
| University of New Haven | |||||||
| 300 Boston Post Rd | West Haven | CT | 06516 | None | PC | General | $5,000 |
| Wakeman's Boys and Girls Clubs | |||||||
| 2414 Fairfield Ave | Bridgeport | CT | 06605 | None | PC | General | $9,000 |
| Westport Country Playhouse | |||||||
| 25 Powers Court | Westport | CT | 06880 | None | PC | General | $15,000 |
| YMCA Camp Hi-Rock | |||||||
| 162 East St | Mt Washington | MA | 10258 | None | PC | General | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,250 | 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 | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,949 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $456,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $595,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $595,120 | 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 (8 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 | $96,439 | Yes (X) | Yes (X) |
| AmGraph | |||||||
| 2 | 90 Versailles Road | Versailles | CT | 06383 | $7,500 | Yes (X) | |
| International Marketing Systems | |||||||
| 3 | Two Corporate Dr Ste 136 | Shelton | CT | 06484 | $20,000 | Yes (X) | |
| 16W Marketing LLC | |||||||
| 4 | 75 Union Ave 2nd Floor | Rutherford | NJ | 07070 | $5,000 | Yes (X) | |
| Joe Torre | |||||||
| 5 | 20 Lawrence Ln | Harrison | NY | 10528 | $5,000 | Yes (X) | |
| RC Bigelow Inc | |||||||
| 6 | 201 Black Rock Turnpike | Fairfield | CT | 06825 | $9,000 | Yes (X) | |
| Wausau Container Corporation | |||||||
| 7 | 8000 Highland Dr PO Box 1285 | Wausau | WI | 544021285 | $5,000 | Yes (X) | |
| New York Yankees | |||||||
| 8 | One East 161st Street | Bronx | NY | 10451 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 sh Celgene1575 sh Kinder Morgan LLC1000 sh Pepsico Inc. | NoncashPropertyDesc |
| Fair Market Value | $310,991 | FairMarketValueAmt |
| Received | 2014-11-19 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40M Private College Var 2029 10/01/29 Univ Auth GA | $36,071 | $35,835 |
| 100M ADT Corp 3.5% 7/15/22 | $87,625 | $86,000 |
| 140M Alliant Techsys 6.875% 9/15/20 | $151,351 | $148,925 |
| 15M Ball Corp 4% 11/15/23 | $13,641 | $14,400 |
| 75M Ball Corp 5.75% 5/15/2021 | $81,384 | $78,375 |
| 75M Clean Harbor 5.25% 08/01/2020 | $76,487 | $75,375 |
| 50M Clean Harbor 5.125% 06/01/2021 | $50,325 | $50,125 |
| 100M Constellation Brands Inc 6% due 5/01/2022 | $110,066 | $110,250 |
| 100M Delphi Automotive 6.125% 5/15/2021 | $109,400 | $108,500 |
| 93M Energy Transfer EQ 5.875% 1/15/2024 | $93,731 | $94,395 |
| 25M Ford Motor Credit 4.25% 9/20/2022 | $25,456 | $26,533 |
| 50M Ford Motor Credit 7.0% 4/15/2015 | $55,175 | $50,845 |
| 125M Hanesbrands Inc 6.375% 12/15/20 | $136,491 | $132,812 |
| 100M Mastec Inc 4.875% 3/15/2023 | $98,000 | $93,250 |
| 123M Olin Corporation 5.5% 8/15/22 | $124,906 | $124,537 |
| 75M Royal Caribbean Cruises 5.250% 11/15/2022 | $74,149 | $78,750 |
| 20M Service Corp Intl 4.5% 11/15/2020 | $19,795 | $19,550 |
| 80M Service Corp Intl 8% 11/15/2021 | $92,733 | $92,600 |
| 20M Service Corp Intl 7.625% 10/01/2018 | $22,609 | $22,150 |
| 125M Tenneco Inc 6.875% 12/15/2020 | $134,700 | $132,188 |
| 70M Time Warner Cable 8.75% 02/14/2019 | $83,133 | $86,655 |
| 100M Treehouse Foods 4.875% 3/15/2022 | $101,262 | $100,250 |
| 100M Triumph Group 4.875% 04/01/2021 | $99,200 | $97,125 |
| 50M Tupperware 4.75% 6/1/2021 | $51,754 | $53,584 |
| 35M Weyerhauser Co 7.125% 07/15/2023 | $41,090 | $42,636 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 180 Amazon Inc | $53,100 | $55,863 |
| 1100 Apple Inc | $38,383 | $121,418 |
| 500 Berkshire Hathaway Cl B | $19,669 | $75,075 |
| 1200 Celgene Corp | $32,686 | $134,232 |
| 2000 Cognizant Tech Solutions | $33,984 | $105,320 |
| 1000 Deere & Co | $85,231 | $88,470 |
| 800 Diageo PLC ADR | $57,545 | $91,272 |
| 1200 Dunkin Brands Group Inc | $53,759 | $51,180 |
| 3000 E M C Corp Mass | $62,629 | $89,220 |
| 900 Ebay Inc | $48,344 | $50,508 |
| 1500 Evercore Partners Inc A | $53,051 | $78,555 |
| 1400 Expeditors Intl Wash | $59,095 | $62,454 |
| 500 F5 Networks Inc | $47,211 | $65,233 |
| 3000 General Electric Co | $96,006 | $75,810 |
| 200 Google Inc Cl C | $76,538 | $105,280 |
| 2200 Jacobs Engineering Group | $12,132 | $98,318 |
| 7413 Kinder Morgan Inc | $152,912 | $313,644 |
| 1000 Michael Kors Holdings | $75,089 | $75,100 |
| 900 Monsanto Co | $63,172 | $107,523 |
| 1000 National Oilwell Varco | $65,176 | $65,530 |
| 1000 Pepsico Inc | $53,165 | $94,560 |
| 60 Priceline Group | $72,924 | $68,413 |
| 3500 Quanta Services Inc | $72,919 | $99,365 |
| 2000 Quintiles Transnational Hldgs | $105,596 | $117,740 |
| 2400 Resmed Inc | $23,377 | $134,544 |
| 700 United Parcel Service | $43,166 | $77,819 |
| 400 Visa Inc Cl A | $22,378 | $104,880 |
| 400 VMWare Inc Cl A | $59,449 | $57,764 |
| 1000 Wal-mart Stores | $50,480 | $85,880 |
| 1600 Whitewave Foods Co | $25,123 | $55,984 |
| 2200 Alexandria Re 6.45% Pfd | $56,122 | $56,980 |
| 2000 Essex Property 7.125% Pfd | $53,054 | $52,500 |
| 5400 Hospitality Properties Pfd Stck Series D | $138,638 | $141,102 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 900 American Tower Corp REIT | AT COST | $64,445 | $88,965 |
| 4000 Pfd 7.55% 04/01/28 | AT COST | $100,765 | $102,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charges - Checks | Desc |
| Revenue And Expenses Per Books | $135 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $135 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Litigation Settlements | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $19,162 | Amt |
| Net Investment Income | $19,162 | 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 | $8,662 | $0 | $0 |
| Foreign Taxes | $320 | $320 | $0 |
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