THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349101473
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T12:51:26-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061175330 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allison & Godfrey | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061535327 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND EUNICE BIGELOW FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 2032277470 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Bigelow | Name |
| Title | President | Title |
| Phone | 2032277470 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David L Godfrey | Name |
| PTIN | P00232920 | PTIN |
| Phone | 2032277470 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4007616 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 146452 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 13 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 122372 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 122341 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 277572 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1375966 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 277572 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 400 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 400 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 546809 | TotalRevenueAndExpenses |
| Total Net Investment Income | 400326 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14866 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14866 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1000 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15886 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15886 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 348250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 348250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 364136 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15886 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 348250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 182673 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 384440 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -67050 | CashBOY |
| Cash EOY | -118008 | CashEOY |
| Cash EOYFMV | -118008 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 24231 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 172970 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 172970 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 41224 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 41132 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1789283 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1633416 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2480209 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1171190 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1160953 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1181943 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 37063 | InvestmentsOtherBOY |
| Investments Other EOY | 246835 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 249370 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2954717 | TotalAssetsBOY |
| Total Assets EOY | 3137390 | TotalAssetsEOY |
| Total Assets EOYFMV | 4007616 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2954717 | RetainedEarningsBOY |
| Retained Earnings EOY | 3137390 | RetainedEarningsEOY |
| Total Net Assets BOY | 2954717 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3137390 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2954717 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3137390 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2954717 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 182673 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3137390 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3137390 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (51 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| Cenovus Energy Inc - 200 sh | 2011-11-18 | 2012-01-03 | 6840 | 6279 | 561 | 561 |
| Nalco Company 8.25% 5/15/17 - 26M | 2011-04-26 | 2012-01-08 | 28145 | 28527 | -382 | -382 |
| Nalco Company 8.25% 5/15/17 - 49M | 2011-04-26 | 2012-01-10 | 56012 | 53762 | 2250 | 2250 |
| Hospitality Ppties Pfd Ser B 8.875% - 1000 sh | 2011-08-25 | 2012-02-13 | 25000 | 25309 | -309 | -309 |
| KC Southern Rail 8% 6/1/15 - 25M | 2011-11-14 | 2012-02-24 | 26494 | 26817 | -323 | -323 |
| Direct TV 7.625% 5/15/16 - 43M | 2012-01-04 | 2012-05-15 | 44640 | 45559 | -919 | -919 |
| Gen-Probe Inc - 800 sh | 2011-11-03 | 2012-06-19 | 65654 | 46148 | 19506 | 19506 |
| Neogen Corp - 300 sh | 2011-09-14 | 2012-06-26 | 13574 | 9749 | 3825 | 3825 |
| Hospitality Ppties Pfd Ser B 7% - 1000 sh | 2012-01-18 | 2012-09-10 | 35450 | 35185 | 265 | 265 |
| Verifone Systems - 500 sh | 2011-12-16 | 2012-10-02 | 13912 | 17559 | -3647 | -3647 |
| Verifone Systems - 300 sh | 2012-05-25 | 2012-10-02 | 8347 | 11876 | -3529 | -3529 |
| Cenovus Energy Inc - 200 sh | 2002-04-05 | 2012-01-03 | 6840 | 1431 | 5409 | 5409 |
| Cenovus Energy Inc - 600 sh | 2002-04-05 | 2012-01-03 | 20519 | 4293 | 16226 | 16226 |
| Cenovus Energy Inc - 1000 sh | 2010-05-20 | 2012-01-03 | 34198 | 25507 | 8691 | 8691 |
| Cenovus Energy Inc - 800 sh | 2010-09-23 | 2012-01-03 | 27358 | 21825 | 5533 | 5533 |
| Cenovus Energy Inc - 3000 sh | 2002-06-30 | 2012-01-03 | 102593 | 21328 | 81265 | 81265 |
| Goldman Sachs Group Inc - 200 sh | 2008-12-31 | 2012-02-03 | 22251 | 16213 | 6038 | 6038 |
| Hospitality Ppties Pfd Ser B 8.875% - 2000 sh | 2008-03-28 | 2012-02-13 | 50000 | 48245 | 1755 | 1755 |
| Intuitive Surgical - 10 sh | 2009-03-25 | 2012-02-15 | 5118 | 975 | 4143 | 4143 |
| KC Southern Rail 8% 6/1/15 - 25M | 2010-11-10 | 2012-02-24 | 26494 | 27125 | -631 | -631 |
| Intuitive Surgical - 25 sh | 2009-03-25 | 2012-04-19 | 14592 | 2438 | 12154 | 12154 |
| Huabao Intl Hldgs - 24,000 Shs | 2011-02-28 | 2012-05-04 | 10157 | 30452 | -20295 | -20295 |
| Encana Corp - 1200 sh | 2002-04-05 | 2012-06-06 | 24778 | 9623 | 15155 | 15155 |
| Sonova Holdings AG - 200 sh | 2011-01-28 | 2012-06-08 | 18595 | 24659 | -6064 | -6064 |
| Corrections Corp of America 6.75% 01/31/14 - 200 sh | 2010-01-13 | 2012-06-14 | 20000 | 20270 | -270 | -270 |
| Morningstar Inc - 800 sh | 2010-09-07 | 2012-06-15 | 46095 | 32352 | 13743 | 13743 |
| Haven Cap Tr II 10.25% 06/30/2029 - 1000 sh | 2009-04-14 | 2012-06-22 | 11201 | 10037 | 1164 | 1164 |
| Cisco Systems Inc - 900 sh | 2004-11-04 | 2012-06-25 | 15099 | 1674 | 13425 | 13425 |
| Cisco Systems Inc - 1100 sh | 2007-12-05 | 2012-06-25 | 18454 | 30970 | -12516 | -12516 |
| Cisco Systems Inc - 1000 sh | 2008-02-22 | 2012-06-25 | 16777 | 23385 | -6608 | -6608 |
| Federal Paper B 8.875% 07/01/2012 - 400 sh | 2009-07-07 | 2012-07-01 | 40000 | 41640 | -1640 | -1640 |
| L-3 Comm 6.375% 10/15/15 - 19M | 2011-07-20 | 2012-07-26 | 19404 | 19580 | -176 | -176 |
| Resmed Inc - 200 sh | 2003-11-26 | 2012-08-03 | 6975 | 1950 | 5025 | 5025 |
| Nextel Comm Se D 7.375% 8/1/15 - 240 sh | 2007-01-16 | 2012-08-24 | 24000 | 24597 | -597 | -597 |
| Correction Corp of Amer 6.75% due 1/31/14 - 160K | 2010-01-13 | 2012-08-27 | 16000 | 16216 | -216 | -216 |
| Resmed Inc - 400 sh | 2003-11-26 | 2012-09-04 | 15719 | 3900 | 11819 | 11819 |
| Alliant Techsys 6.75% 04/01/16 - 75K | 2011-05-19 | 2012-09-07 | 76687 | 77710 | -1023 | -1023 |
| Visa Inc Cl A - 50 sh | 2009-04-02 | 2012-09-13 | 6818 | 2797 | 4021 | 4021 |
| Haven Cap Tr II 10.25% 06/30/2029 - 600 sh | 2009-04-14 | 2012-09-14 | 6898 | 6022 | 876 | 876 |
| Haven Cap Tr II 10.25% 06/30/2029 - 100 sh | 2009-04-16 | 2012-09-14 | 1150 | 1000 | 150 | 150 |
| Henderson Land Development - 2000 sh | 2008-06-24 | 2012-09-20 | 13734 | 13284 | 450 | 450 |
| Fidelity Natl 5.25% 3/15/13 | 2010-03-17 | 2012-09-28 | 25555 | 25288 | 267 | 267 |
| L-3 Comm 6.375% 10/15/15 - 19M | 2011-07-20 | 2012-10-02 | 19202 | 19580 | -378 | -378 |
| Resmed Inc - 600 sh | 2003-11-26 | 2012-10-25 | 25017 | 5850 | 19167 | 19167 |
| Itron Inc - 1000 sh | 2006-11-17 | 2012-11-01 | 39322 | 49804 | -10482 | -10482 |
| Nextel Comm Ser D 7.375% 8/01/15 - 26M | 2007-01-16 | 2012-11-19 | 26000 | 26647 | -647 | -647 |
| Resmed Inc - 1800 sh | 2003-11-26 | 2012-12-06 | 74162 | 17550 | 56612 | 56612 |
| Resmed Inc - 1200 sh | 2008-12-31 | 2012-12-06 | 49441 | 12064 | 37377 | 37377 |
| Correction Corp of Amer 6.75% due 1/31/14 - 140K | 2010-01-13 | 2012-12-19 | 14000 | 14189 | -189 | -189 |
| Hanesbrands Inc 8% 12/15/16 - 36K | 2011-03-18 | 2012-12-27 | 39977 | 39150 | 827 | 827 |
| Haven Cap Tr II 10.25% 06/30/2029 - 2000 sh | 2009-04-16 | 2012-12-31 | 20718 | 20004 | 714 | 714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 277572 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 184787 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3547480 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052090 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 173045 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3335186 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051885 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 160887 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2714514 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059269 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 101528 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3053125 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033254 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 57526 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2261477 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.025437 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.221935 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044387 | AverageDistributionRatio |
| Net Noncharitable Assets | 3819225 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 169524 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3844 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 173368 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 348250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3844 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3844 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3844 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1750 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1750 | TotalCreditsAndPayments |
| Tax Due | 2094 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Gunn Godfrey and Allison | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2032277470 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3770282 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 107104 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3877386 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3877386 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 58161 | CashDeemedCharitable |
| Net Noncharitable Assets | 3819225 | NetNoncharitableAssets |
| Minimum Investment Return | 190961 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 190961 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3844 | TaxBasedOnInvestmentIncome |
| Total Tax | 3844 | TotalTax |
| Distributable Amount Before Adj | 187117 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 187117 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 187117 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 348250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 348250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3844 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 344406 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 187117 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 103661 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 348250 | QualifyingDistributions |
| Applied To Year1 | 103661 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 187117 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 57472 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 57472 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 57472 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 57472 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David C Bigelow | ContributingManager |
| Contributing Manager | Eunice J Bigelow | ContributingManager |
| Contributing Manager | Cynthia R Bigelow | ContributingManager |
| Contributing Manager | Lori Bigelow | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Action for Bridgeport Community Development Inc | |||||||
| 1070 Park Avenue | Bridgeport | CT | 06604 | None | Public | Total Learning Program | $5,000 |
| Bridge House | |||||||
| 880 Fairfield Ave | Bridgeport | CT | 06605 | None | Public | General | $8,000 |
| Bridgeport Hospital Foundation Inc | |||||||
| PO Box 5000 | Bridgeport | CT | 06610 | None | Public | Norma Pfriem Cancer Center | $13,000 |
| Bridgeport Rescue Mission | |||||||
| 1088 Fairfield Ave | Bridgeport | CT | 06605 | None | Public | General | $1,000 |
| Bullard Haven Technical College | |||||||
| 500 Palisade Avenue | Bridgeport | CT | 06610 | None | Public | Scholarship Fund | $5,000 |
| Burroughs Community Center | |||||||
| 2470 Fairfield Avenue | Bridgeport | CT | 06605 | None | Public | General | $6,000 |
| Cardinal Shehan Center | |||||||
| 1494 Main St | Bridgeport | CT | 06604 | None | Public | General | $9,000 |
| Caroline House | |||||||
| 574 Stillman St | Bridgeport | CT | 06608 | None | Public | General | $4,000 |
| Catholic Charities of Fairfield | |||||||
| 238 Jewett Avenue | Bridgeport | CT | 06606 | None | Public | General | $3,000 |
| Center for Women and Families | |||||||
| 753 Fairfield Ave | Bridgeport | CT | 06604 | None | Public | General | $12,750 |
| Connecticut Food Bank | |||||||
| PO Box 8686 | New Haven | CT | 06531 | None | Public | General | $8,000 |
| Connecticut Yankee Council | |||||||
| 60 Wellington Rd | Milford | CT | 064600032 | None | Public | General | $10,000 |
| Domestic Violence Crisis Center | |||||||
| 777 Summer Street | Stamford | CT | 06901 | None | Public | General | $2,000 |
| Easter Seals of Coastal Fairfield County | |||||||
| 733 Summer Street | Stamford | CT | 06901 | None | Public | General | $3,000 |
| Fairfield County Community Foundation | |||||||
| 383 Main Avenue | Norwalk | CT | 068511543 | None | Public | 2012 Meadow Ridge Scholarship Fd | $2,500 |
| Fairfield Senior Center | |||||||
| 100 Mona Ter | Fairfield | CT | 06824 | None | Public | General | $8,000 |
| Fairfield Theater Company | |||||||
| 70 Sanford St | Fairfield | CT | 06824 | None | Public | General | $1,000 |
| Fairfield University | |||||||
| 1073 North Benson Rd | Fairfield | CT | 068245195 | None | Public | David & Eunice Bigelow Scholarship | $15,000 |
| Fairfield YMCA | |||||||
| 841 Old Post Road | Fairfield | CT | 06824 | None | Public | General | $14,000 |
| FSW Inc CT | |||||||
| 475 Clinton Ave | Bridgeport | CT | 06605 | None | Public | General | $2,000 |
| 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 | Public | General | $10,000 |
| Human Services Council | |||||||
| One Park St | Norwalk | CT | 06851 | None | Public | General | $6,500 |
| Interfaith Housing Association | |||||||
| 49 Richmondville Ave Suite 112 | Westport | CT | 06880 | None | Public | General | $5,000 |
| Janus House | |||||||
| 180 Fairfield Ave | Bridgeport | CT | 06604 | None | Public | General | $5,000 |
| Jewish Home for the Elderly | |||||||
| 175 Jefferson Street | Fairfield | CT | 06825 | None | Public | Grasmere By the Sea | $7,000 |
| Joe Torre Safe at Home Foundation | |||||||
| PO Box 3133 Grand Central Station | New York | NY | 10163 | None | Public | Annual Campaign | $5,000 |
| Kennedy Center Inc | |||||||
| 2440 Reservoir Avenue | Trumbull | CT | 06611 | None | Public | General | $5,000 |
| Mercy Learning Center | |||||||
| 637 Park Ave | Bridgeport | CT | 06604 | None | Public | General | $8,500 |
| Neighborhood Studio of Fairfield County | |||||||
| 391 East Washington Ave | Bridgeport | CT | 06608 | None | Public | General | $5,000 |
| Norwalk Community College | |||||||
| 188 Richards Avenue | Norwalk | CT | 06854 | None | Public | General | $8,000 |
| Operation Hope | |||||||
| 636 Old Post Road | Fairfield | CT | 06824 | None | Public | General | $8,000 |
| Pilot House | |||||||
| PO Box 1553 | Fairfield | CT | 06825 | None | Public | General | $5,000 |
| Prospect House | |||||||
| 392 Prospect Street | Bridgeport | CT | 06604 | None | Public | General | $5,000 |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | None | Public | David & Eunice Bigelow Scholarship | $15,000 |
| St Catherine Academy | |||||||
| 760 Tahmore Drive | Fairfield | CT | 06825 | None | Public | Scholarship Assistance | $3,000 |
| St Vincent's Medical Center Foundation | |||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | Public | 2012 Prostate Cancer Institute Celebrity Dinner | $5,000 |
| St Vincent's Medical Center Foundation | |||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | Public | General | $5,000 |
| Town of Fairfield Parks & Rec | |||||||
| 75 Mill Plain Road | Fairfield | CT | 06824 | None | Sandcastle Playground | $500 | |
| University of Bridgeport | |||||||
| 126 Park Avenue | Bridgeport | CT | 06604 | None | Public | Bigelow Family Foundation Scholarship Fund | $75,000 |
| Wakeman's Boys and Girls Clubs | |||||||
| 2414 Fairfield Ave | Bridgeport | CT | 06605 | None | Public | General | $9,000 |
| Westport Country Playhouse | |||||||
| 25 Powers Court | Westport | CT | 06880 | None | Public | General | $15,000 |
| Yale Medical Center | |||||||
| 40 Temple Street Suite 1A | New Haven | CT | 06510 | None | Public | General | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 348250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $122,372 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $400 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $277,572 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $400,357 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 400357 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | David and Eunice Bigelow | 5 Broadview Rd | Westport | CT | 06880 | 41397 | X | X |
| 2 | AmGraph | 90 Versailles Road | Versailles | CT | 06383 | 5000 | X | |
| 3 | AGI North America LLC | 1950 North Ruby St | Melrose Park | IL | 60160 | 5000 | X | |
| 4 | International Marketing Systems | Two Corporate Dr Ste 136 | Shelton | CT | 06484 | 15000 | X | |
| 5 | 16W Marketing LLC | 75 Union Ave 2nd Floor | Rutherford | NJ | 07070 | 5000 | X | |
| 6 | Alice Torre | 20 Lawrence Ln | Harrison | NY | 10528 | 5000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 4250 sh Resmed Inc (RMD) | NoncashPropertyDescription |
| Fair Market Value | 174909 | FairMarketValue |
| Date Received | 2012-11-30 | DateReceived |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (20 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 75M Alliant Techsys 6.875% 9/15/20 | 81263 | 82312 |
| 50M Arizona Public SE 5.8% 06/30/2014 | 49446 | 53561 |
| 75M Ball Corp 7.125% 9/01/2016 | 81875 | 80250 |
| 50M Bio Rad 8% 09/15/2016 | 55217 | 54438 |
| 50M Colonial Realty 6.15% 04/15/2013 | 49862 | 50750 |
| 25M Colonial Realty 6.25% 06/15/2014 | 24481 | 26625 |
| 50M Darling Inc 8.5% 12/15/2018 | 57509 | 57250 |
| 25M Ford Motor Credit 3.5% 4/20/2015 | 25192 | 25028 |
| 50M Ford Motor Credit 7.0% 4/15/2015 | 55175 | 55858 |
| 77M General Electric Cap Corp 5.4% 3/15/2020 | 77742 | 77505 |
| 50M Hanesbrands Inc 6.375% 12/15/20 | 55438 | 55000 |
| 39M Hanesbrands Inc 8% 12/15/2016 | 42413 | 42705 |
| 50M Leucadia Natl Corp 7% 08/15/13 | 49187 | 51562 |
| 75M Moog 6.25% 01/15/2015 | 74181 | 75000 |
| 50M Royal Caribbean Cruises 6.875% 12/01/2013 | 48926 | 52625 |
| 75M Scholastic Corp 5% 04/15/2013 | 71579 | 75094 |
| 75M Scotts Miracle 7.25% 01/15/18 | 77250 | 80625 |
| 75M Treehouse Foods 7.75% 03/01/2018 | 81338 | 81563 |
| 50M Tupperware 4.75% 6/1/2021 | 51754 | 53131 |
| 50M United Dom Rlty 6.05% 06/01/2013 | 51125 | 51061 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (36 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 ABB Ltd | 50770 | 41580 |
| 150 Apple Inc | 35232 | 79826 |
| 1600 Arcos Dorados Holdings | 63041 | 35880 |
| 500 Berkshire Hathaway Cl B | 19669 | 44850 |
| 800 Celgene Corp | 61002 | 78470 |
| 7000 Cenovus Energy Inc | 49766 | 234780 |
| 60000 China Minzhong Food | 63198 | 39294 |
| 1000 Cognizant Tech Solutions | 33983 | 73882 |
| 600 Diageo PLC ADR | 33359 | 69948 |
| 1500 Dolby Laboratories Inc | 64117 | 43995 |
| 1400 Dresser Rand Group | 37495 | 78596 |
| 2500 E M C Corp Mass | 51078 | 63250 |
| 1000 Evercore Partners Inc A | 28336 | 30190 |
| 1000 Expeditors Intl Wash | 42615 | 39550 |
| 500 F5 Networks Inc | 48309 | 48575 |
| 500 Fedex Corporation | 12954 | 45860 |
| 1500 General Electric Co | 57635 | 31485 |
| 800 Goldman Sachs Group Inc | 64852 | 102048 |
| 160 Google Inc Cl A | 81766 | 113181 |
| 500 Greenhill & Co Inc | 32637 | 25995 |
| 8000 Henderson Land Development | 52351 | 56458 |
| 30000 Hyflux Ltd Ord | 45878 | 31437 |
| 90 Intuitive Surgical | 8777 | 44133 |
| 2000 Jacobs Engineering Group | 33620 | 85140 |
| 1949.959 Kinder Morgan Management | 41544 | 147144 |
| 1000 Micros Systems Inc | 46483 | 42440 |
| 1000 Monsanto Co | 70948 | 94650 |
| 1000 Neogen Corp | 22747 | 31724 |
| 1200 Pepsico Inc | 68379 | 82116 |
| 3000 Quanta Services Inc | 60012 | 81870 |
| 4250 Resmed Inc | 41397 | 176673 |
| 1000 United Parcel Service | 63879 | 73730 |
| 500 Varian Medical Systems | 30426 | 35120 |
| 450 Visa Inc Cl A | 25175 | 68211 |
| 1000 Wal-mart Stores | 50480 | 68230 |
| 1582 Hospitality Properties 8.875% Pfd Stck | 39506 | 39898 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 41224 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 41132 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 400 CorCorts Unumprovdnt 8.20% 3/15/38 | AT COST | 11018 | 11160 |
| 7M Proshares Short S&P 500 | AT COST | 235817 | 238210 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Portfolio Expense | Description |
| Revenue And Expenses Per Books | 20 | RevenueAndExpensesPerBooks |
| Net Investment Income | 20 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Litigation Settlements | Description |
| Revenue And Expenses Per Books | 400 | RevenueAndExpensesPerBooks |
| Net Investment Income | 400 | NetInvestmentIncome |
| Adjusted Net Income | 400 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | Category |
| Amount | $14,866 | Amount |
| Net Investment Income | 14866 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments