THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349100404
- Schema version
- 2013v3.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T07:19:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 East Avenue | AddressLine1 |
| City | Norwalk | City |
| State | CT | State |
| ZIP Code | 06851 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Norwalk | City |
| State | CT | State |
| ZIP Code | 06851 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Bigelow | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2032277470 | PhoneNum |
| Signature | 2014-05-12 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,691,284 | 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 | $173,618 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $526,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,316,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $526,357 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $819,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $643,826 | 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 | $16,761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,784 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $288,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $506,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $626,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$118,008 | CashBOYAmt |
| Cash EOY | -$99,462 | CashEOYAmt |
| Cash EOYFMV | -$99,462 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $172,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $551,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $551,385 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $41,224 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,071 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $35,533 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,633,416 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,785,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,836,992 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,160,953 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,205,138 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,193,158 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $246,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $165,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $173,678 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,137,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,644,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,691,284 | 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 | $3,137,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,644,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,137,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,644,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,137,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,644,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,137,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $506,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,644,324 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,644,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 400 CorCorts Unumprovdnt 8.20% due 3/15/38 | 2012-12-12 | 2013-01-15 | $11,532 | $11,018 | $514 | $514 |
| 200 Celgene Corp | 2012-05-02 | 2013-01-16 | $18,963 | $14,448 | $4,515 | $4,515 |
| 10 Google Inc Class A | 2012-06-22 | 2013-02-19 | $8,011 | $5,709 | $2,302 | $2,302 |
| 170 General Electric Cap Corp 5.40% bonds due 3/15/20 | 2012-03-15 | 2013-03-15 | $17,000 | $17,322 | -$322 | -$322 |
| 1400 Proshares Short S&P 500 | 2012-09-20 | 2013-03-27 | $43,163 | $47,163 | -$4,000 | -$4,000 |
| 250 Scholastic Corp 5% 04/15/2013 | 2012-05-24 | 2013-04-15 | $25,000 | $25,331 | -$331 | -$331 |
| 1400 Proshares Short S&P 500 | 2012-09-20 | 2013-04-15 | $42,437 | $47,163 | -$4,726 | -$4,726 |
| 400 Corts Provident 8.10% due 3/15/38 | 2013-01-25 | 2013-04-17 | $10,938 | $11,118 | -$180 | -$180 |
| 750 Corts Provident 8.10% due 3/15/38 | 2013-02-25 | 2013-04-17 | $20,510 | $20,947 | -$437 | -$437 |
| 1800 Corts Provident 8.10% due 3/15/38 | 2013-03-08 | 2013-04-17 | $49,224 | $50,725 | -$1,501 | -$1,501 |
| 250 Ford Motor Credit 3.50% notes due 4/20/15 | 2012-12-26 | 2013-04-22 | $25,000 | $25,192 | -$192 | -$192 |
| 1400 Proshares Short S&P 500 | 2012-09-20 | 2013-04-24 | $42,457 | $47,163 | -$4,706 | -$4,706 |
| 1400 Proshares Short S&P 500 | 2012-09-20 | 2013-05-08 | $41,110 | $47,163 | -$6,053 | -$6,053 |
| 1400 Proshares Short S&P 500 | 2012-09-20 | 2013-05-22 | $40,055 | $47,163 | -$7,108 | -$7,108 |
| 450 Micros Systems Inc | 2012-10-02 | 2013-05-30 | $19,153 | $21,618 | -$2,465 | -$2,465 |
| 550 Micros Systems Inc | 2012-10-26 | 2013-05-30 | $23,409 | $24,865 | -$1,456 | -$1,456 |
| 500 Ball Corp 7.125% bonds due 9/1/16 | 2012-08-23 | 2013-06-07 | $52,279 | $54,580 | -$2,301 | -$2,301 |
| 250 Ball Corp 7.125% bonds due 9/1/16 | 2012-09-10 | 2013-06-07 | $26,140 | $27,295 | -$1,155 | -$1,155 |
| 400 Hospitality Properties Pfd Series C 7.00% | 2013-02-08 | 2013-07-01 | $10,000 | $10,051 | -$51 | -$51 |
| 1600 Hospitality Properties Pfd Series C 7.00% | 2013-03-01 | 2013-07-01 | $40,000 | $40,410 | -$410 | -$410 |
| 418 Hospitality Properties Pfd Series C 7.00% | 2013-03-27 | 2013-07-01 | $10,450 | $10,617 | -$167 | -$167 |
| 200 United Parcel Service | 2013-08-07 | 2013-11-04 | $19,945 | $17,564 | $2,381 | $2,381 |
| 500 Jacobs Engn Group Inc | 2013-05-01 | 2013-12-06 | $29,509 | $24,718 | $4,791 | $4,791 |
| 2000 Kinder Morgan Mangement LLC | 1994-01-01 | 2013-12-06 | $152,413 | $42,542 | $109,871 | $109,871 |
| 250 Hanesbrands Inc 8.00% bonds due 12/15/16 | 2013-04-10 | 2013-12-16 | $26,000 | $27,175 | -$1,175 | -$1,175 |
| 500 Moog 7.25% 06/15/18 | 2013-04-23 | 2013-12-19 | $51,812 | $52,204 | -$392 | -$392 |
| 500 Moog 7.25% 06/15/18 | 2013-04-23 | 2013-12-19 | $51,813 | $52,197 | -$384 | -$384 |
| 750 Resmed Inc | 2003-11-01 | 2013-01-14 | $32,766 | $7,305 | $25,461 | $25,461 |
| 500 Moog 6.25% 01/15/15 | 2010-02-08 | 2013-01-15 | $50,000 | $48,625 | $1,375 | $1,375 |
| 250 Moog 6.25% 01/15/15 | 2011-07-01 | 2013-01-15 | $25,000 | $25,556 | -$556 | -$556 |
| 200 Kinder Morgan Mangement LLC | 2003-11-18 | 2013-01-25 | $16,511 | $4,906 | $11,605 | $11,605 |
| 300 Resmed Inc | 2003-11-01 | 2013-01-25 | $14,481 | $2,922 | $11,559 | $11,559 |
| 800 Dolby Laboratories Inc | 2009-07-07 | 2013-02-04 | $25,616 | $28,269 | -$2,653 | -$2,653 |
| 400 Dolby Laboratories Inc | 2010-08-25 | 2013-02-04 | $12,808 | $22,823 | -$10,015 | -$10,015 |
| 300 Dolby Laboratories Inc | 2011-06-16 | 2013-02-04 | $9,606 | $13,025 | -$3,419 | -$3,419 |
| 300 Goldman Sachs Group Inc | 2008-12-31 | 2013-02-12 | $46,116 | $24,320 | $21,796 | $21,796 |
| 100 Goldman Sachs Group Inc | 2008-12-31 | 2013-02-12 | $15,371 | $8,107 | $7,264 | $7,264 |
| 2000 Cenovus Energy Inc | 2002-06-30 | 2013-03-05 | $62,852 | $14,219 | $48,633 | $48,633 |
| 360 General Electric Cap Corp 5.40% bonds due 3/15/20 | 2011-08-16 | 2013-03-15 | $36,000 | $36,036 | -$36 | -$36 |
| 240 General Electric Cap Corp 5.40% bonds due 3/15/20 | 2011-09-02 | 2013-03-15 | $24,000 | $24,384 | -$384 | -$384 |
| 50 Celgene Corp | 2011-06-16 | 2013-04-02 | $5,888 | $2,915 | $2,973 | $2,973 |
| 100 Celgene Corp | 2011-06-16 | 2013-04-02 | $11,775 | $5,830 | $5,945 | $5,945 |
| 200 Resmed Inc | 2003-11-01 | 2013-04-10 | $9,194 | $1,948 | $7,246 | $7,246 |
| 250 Colonial Realty 6.15% 04/15/2013 | 2009-10-20 | 2013-04-15 | $25,000 | $24,550 | $450 | $450 |
| 250 Colonial Realty 6.15% 04/15/2013 | 2010-04-06 | 2013-04-15 | $25,000 | $25,313 | -$313 | -$313 |
| 350 Scholastic Corp 5% 04/15/2013 | 2009-10-07 | 2013-04-15 | $35,000 | $31,870 | $3,130 | $3,130 |
| 150 Scholastic Corp 5% 04/15/2013 | 2010-02-16 | 2013-04-15 | $15,000 | $14,378 | $622 | $622 |
| 50 Celgene Corp | 2011-06-16 | 2013-05-14 | $6,549 | $2,915 | $3,634 | $3,634 |
| 150 Neogen Corp | 2011-09-14 | 2013-05-29 | $8,316 | $4,874 | $3,442 | $3,442 |
| 500 United Dom rlty 6.05% 06/01/2013 | 2009-12-04 | 2013-06-03 | $50,000 | $51,125 | -$1,125 | -$1,125 |
| 550 Neogen Corp | 2011-09-14 | 2013-06-07 | $29,966 | $17,873 | $12,093 | $12,093 |
| 282 Hospitality Properties Pfd Series B 7.00% | 2012-01-18 | 2013-07-01 | $7,050 | $6,997 | $53 | $53 |
| 1300 Hospitality Properties Pfd Series B 7.00% | 2012-01-20 | 2013-07-01 | $32,500 | $32,509 | -$9 | -$9 |
| 50 Visa Inc Cl A | 2009-04-02 | 2013-07-25 | $9,745 | $2,797 | $6,948 | $6,948 |
| 100 Fedex Corporation | 1998-08-28 | 2013-08-02 | $10,800 | $2,591 | $8,209 | $8,209 |
| 100 Fedex Corporation | 1998-08-28 | 2013-08-07 | $10,800 | $2,591 | $8,209 | $8,209 |
| 200 Fedex Corporation | 1998-08-28 | 2013-08-07 | $21,602 | $5,182 | $16,420 | $16,420 |
| 100 Fedex Corporation | 1998-08-28 | 2013-08-07 | $10,800 | $2,591 | $8,209 | $8,209 |
| 100 Goldman Sachs Group Inc | 2008-12-31 | 2013-08-07 | $16,341 | $8,107 | $8,234 | $8,234 |
| 100 Goldman Sachs Group Inc | 2008-12-31 | 2013-08-07 | $16,341 | $8,107 | $8,234 | $8,234 |
| 200 Goldman Sachs Group Inc | 2008-12-31 | 2013-08-07 | $32,685 | $16,213 | $16,472 | $16,472 |
| 500 Leucadia Natl Corp 7% 8/15/2013 | 2006-06-20 | 2013-08-15 | $50,000 | $49,187 | $813 | $813 |
| 20000 China Minzhong Food | 2010-11-09 | 2013-09-05 | $17,645 | $19,423 | -$1,778 | -$1,778 |
| 5000 China Minzhong Food | 2011-03-25 | 2013-09-05 | $4,411 | $6,216 | -$1,805 | -$1,805 |
| 5000 China Minzhong Food | 2011-05-13 | 2013-09-05 | $4,411 | $6,763 | -$2,352 | -$2,352 |
| 20000 China Minzhong Food | 2011-05-26 | 2013-09-05 | $17,645 | $24,242 | -$6,597 | -$6,597 |
| 10000 China Minzhong Food | 2012-02-03 | 2013-09-05 | $8,822 | $7,145 | $1,677 | $1,677 |
| 500 Bio Rad 8% bonds due 9/15/16 | 2011-08-17 | 2013-09-30 | $52,000 | $55,217 | -$3,217 | -$3,217 |
| 50 Private College bonds due 10/1/29 | 2012-09-19 | 2013-10-01 | $5,000 | $5,153 | -$153 | -$153 |
| 1000 Cenovus Energy Inc | 2002-06-30 | 2013-10-07 | $29,292 | $7,109 | $22,183 | $22,183 |
| 805.614 Kinder Morgan Mangement LLC | 2003-11-18 | 2013-10-08 | $59,964 | $18,776 | $41,188 | $41,188 |
| 1026.353 Kinder Morgan Mangement LLC | 2013-10-13 | $76,394 | $17,761 | $58,633 | $58,633 | |
| 15000 Hyflux Ltd Ord | 2010-05-18 | 2013-10-18 | $14,170 | $22,274 | -$8,104 | -$8,104 |
| 15000 Hyflux Ltd Ord | 2011-03-01 | 2013-10-18 | $14,170 | $23,603 | -$9,433 | -$9,433 |
| 25 Google Inc Class A | 2011-05-18 | 2013-10-24 | $25,395 | $13,183 | $12,212 | $12,212 |
| 400 Resmed Inc | 2003-11-01 | 2013-10-24 | $22,671 | $3,896 | $18,775 | $18,775 |
| 500 Varian Medical Systems | 2011-08-05 | 2013-10-24 | $36,540 | $30,426 | $6,114 | $6,114 |
| 500 Royal Caribbean Cruses 6.875% due 12/1/13 | 2008-05-21 | 2013-12-01 | $50,000 | $48,926 | $1,074 | $1,074 |
| 800 Jacobs Engn Group Inc | 2004-11-04 | 2013-12-06 | $47,213 | $4,468 | $42,745 | $42,745 |
| 600 Jacobs Engn Group Inc | 2000-05-18 | 2013-12-06 | $35,410 | $5,076 | $30,334 | $30,334 |
| 200 Jacobs Engn Group Inc | 2011-06-16 | 2013-12-06 | $11,803 | $8,292 | $3,511 | $3,511 |
| 400 Jacobs Engn Group Inc | 2012-09-04 | 2013-12-06 | $23,607 | $15,785 | $7,822 | $7,822 |
| 390 Hanesbrands Inc 8.00% bonds due 12/15/16 | 2011-03-18 | 2013-12-16 | $40,560 | $42,413 | -$1,853 | -$1,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $526,357 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $344,406 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,819,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,787 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,547,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052090 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,045 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,335,186 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $160,887 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,714,514 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059269 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $101,528 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,053,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033254 | DistributionYr5Rt |
| Total Distribution | 0.286675 | TotalDistributionRt |
| Average Distribution | 0.057335 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,223,692 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $242,165 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $248,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $288,520 | 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 | $6,262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,382 | 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 | AddressLine1 |
| City | Norwalk | City |
| State | CT | State |
| ZIP Code | 06851 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,995,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,288,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,288,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,223,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,262 | TotalTaxAmt |
| Distributable Before Adj | $204,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $288,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $288,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,262 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $282,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $57,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $288,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,597 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $141,069 | 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 | $141,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $57,472 | ExcessFromYear1Amt |
| Excess From Current Year | $83,597 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $9,000 |
| Bridgeport Hospital Foundation Inc | |||||||
| PO Box 5000 | Bridgeport | CT | 06610 | None | PC | Norma Pfriem Cancer Center | $14,000 |
| 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 | $4,000 |
| Catholic Charities of Fairfield | |||||||
| 238 Jewett Avenue | Bridgeport | CT | 06606 | None | PC | General | $3,000 |
| Center for Women and Families | |||||||
| 753 Fairfield Ave | Bridgeport | CT | 06604 | None | PC | General | $13,000 |
| Center for Survivorship | |||||||
| 250 Pequot Avenue | Southport | CT | 06890 | None | PC | General | $3,000 |
| Connecticut Food Bank | |||||||
| PO Box 8686 | New Haven | CT | 06531 | None | PC | General | $8,000 |
| 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 | PC | General | $1,000 | |
| Horizons at GFA | |||||||
| 35 Beachside Ave PO Box 998 | Greens Farms | CT | 06838 | None | Public | General | $2,000 |
| Housatonic Community College Foundation | |||||||
| 900 Lafayette Boulevard | Bridgeport | CT | 06604 | None | PC | General | $5,000 |
| Human Services Councilof 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 | $9,000 |
| 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 | $8,000 |
| 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 | $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 | 2013 Prostate Cancer Institute Celebrity Dinner | $5,000 |
| St Vincent's Medical Center Foundation | |||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | PC | General | $5,000 |
| Town of Fairfield Parks & Rec | |||||||
| 75 Mill Plain Road | Fairfield | CT | 06824 | None | PC | Sandcastle Playground | $500 |
| 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 |
| Yale Medical Center | |||||||
| 40 Temple Street Suite 1A | New Haven | CT | 06510 | None | PC | General | $3,500 |
| 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 | $288,500 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $526,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $645,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $645,426 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| David and Eunice Bigelow | |||||||
| 1 | 5 Broadview Rd | Westport | CT | 06880 | $56,328 | Yes (X) | Yes (X) |
| AmGraph | |||||||
| 2 | 90 Versailles Road | Versailles | CT | 06383 | $6,000 | 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 | $6,000 | Yes (X) | |
| Wausau Container Corporation | |||||||
| 7 | 8000 Highland Dr PO Box 1285 | Wausau | WI | 544021285 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2000 sh Kinder Morgan Mgmt2500 sh Jacobs Engineering | NoncashPropertyDesc |
| Fair Market Value | $301,215 | FairMarketValueAmt |
| Received | 2013-12-02 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 120M Alliant Techsys 6.875% 9/15/20 | $129,887 | $129,300 |
| 50M Arizona Public SE 5.8% 06/30/2014 | $49,446 | $51,212 |
| 15M Ball Corp 4% 11/15/23 | $13,641 | $13,425 |
| 75M Ball Corp 5.75% 5/15/2021 | $81,384 | $78,750 |
| 25M Clean Harbor 5.25% 05/15/21 | $25,094 | $25,625 |
| 25M Colonial Realty 6.25% 06/15/2014 | $24,481 | $25,608 |
| 75M Darling Inc 8.5% 12/15/2018 | $86,146 | $82,406 |
| 50M Ford Motor Credit 7.0% 4/15/2015 | $55,175 | $53,779 |
| 50M Hanesbrands Inc 6.375% 12/15/20 | $55,438 | $54,688 |
| 100M Lear Corp 7.875% 03/15/2018 | $106,875 | $105,000 |
| 100M Olin Corporation 5.5% 8/15/22 | $101,250 | $99,500 |
| 50M Royal Caribbean Cruises 5.250% 11/15/2022 | $49,024 | $50,250 |
| 75M Scotts Miracle 7.25% 01/15/18 | $77,250 | $77,531 |
| 80M Service Corp Intl 8% 11/15/2021 | $92,732 | $92,000 |
| 70M Time Warner Cable 8.75% 02/14/2019 | $83,133 | $83,703 |
| 75M Treehouse Foods 7.75% 03/01/2018 | $81,338 | $78,750 |
| 50M Tupperware 4.75% 6/1/2021 | $51,754 | $49,967 |
| 35M Weyerhauser Co 7.125% 07/15/2023 | $41,090 | $41,664 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 ABB Ltd | $50,770 | $53,120 |
| 900 Allergan Inc | $86,232 | $99,972 |
| 200 Apple Inc | $57,289 | $112,204 |
| 1600 Arcos Dorados Holdings | $63,041 | $36,360 |
| 500 Berkshire Hathaway Cl B | $19,669 | $59,280 |
| 600 Celgene Corp | $34,893 | $101,381 |
| 4000 Cenovus Energy Inc | $27,948 | $114,600 |
| 1000 Cognizant Tech Solutions | $33,984 | $100,980 |
| 1000 Deere & Co | $85,231 | $91,330 |
| 600 Diageo PLC ADR | $33,359 | $79,452 |
| 1400 Dresser Rand Group | $59,959 | $107,334 |
| 2500 E M C Corp Mass | $62,629 | $75,450 |
| 1000 Evercore Partners Inc A | $28,336 | $59,780 |
| 1000 Expeditors Intl Wash | $59,095 | $61,950 |
| 500 F5 Networks Inc | $56,873 | $54,516 |
| 1500 General Electric Co | $57,635 | $42,045 |
| 160 Google Inc Cl A | $62,874 | $140,089 |
| 500 Greenhill & Co Inc | $32,637 | $28,970 |
| 8000 Henderson Land Development | $59,688 | $57,069 |
| 90 Intuitive Surgical | $8,777 | $34,567 |
| 2500 Jacobs Engineering Group | $13,785 | $157,475 |
| 3500 Kinder Morgan Inc | $121,970 | $126,000 |
| 1000 Monsanto Co | $70,948 | $116,550 |
| 600 National Oilwell Varco | $41,367 | $47,718 |
| 1200 Pepsico Inc | $68,379 | $99,528 |
| 3500 Quanta Services Inc | $72,920 | $110,460 |
| 2600 Resmed Inc | $25,325 | $122,408 |
| 1200 United Parcel Service | $81,442 | $126,096 |
| 400 Visa Inc Cl A | $22,378 | $89,072 |
| 400 VMWare Inc Cl A | $31,969 | $35,884 |
| 1000 Wal-mart Stores | $50,480 | $78,690 |
| 4000 Whitewave Foods Co | $65,461 | $91,760 |
| 5400 Hospitality Properties Pfd Stck Series D | $138,639 | $124,902 |
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 | $36,071 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $35,533 | StateLocalSecEOYFMVAmt |
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 | $71,838 |
| 4000 Pfd 7.55% 04/01/28 | AT COST | $100,765 | $101,840 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Portfolio Expense | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $16,761 | Amt |
| Net Investment Income | $16,761 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $5,974 | $0 | $0 |
| Foreign Taxes | $790 | $790 | $0 |
| CT Filing Fees | $20 | $0 | $20 |
Comments