THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201241309349100504
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T07:20:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 35 Church Lane | AddressLine1 |
| City | Westport | City |
| State | CT | State |
| ZIP Code | 06880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 35 CHURCH LANE | AddressLine1 |
| City | WESTPORT | City |
| State | CT | State |
| ZIP Code | 06880 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Bigelow | Name |
| Title | President | Title |
| Phone | 2032277470 | Phone |
| Date Signed | 2012-05-05 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3638465 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 71094 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 27 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 27 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 107699 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 107699 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -27183 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 935015 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 409 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 409 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 152046 | TotalRevenueAndExpenses |
| Total Net Investment Income | 108135 | 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 | 14321 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14321 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4722 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 789 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 50 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 16 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19059 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15126 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 50 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 185667 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 185667 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 204726 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15126 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 185717 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52680 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 93009 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -115391 | CashBOY |
| Cash EOY | -67050 | CashEOY |
| Cash EOYFMV | -67050 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 493132 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24231 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24231 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1499931 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1789283 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2452558 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1092662 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1171190 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1187491 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 37063 | InvestmentsOtherBOY |
| Investments Other EOY | 37063 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 41235 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3007397 | TotalAssetsBOY |
| Total Assets EOY | 2954717 | TotalAssetsEOY |
| Total Assets EOYFMV | 3638465 | 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 | 3007397 | RetainedEarningsBOY |
| Retained Earnings EOY | 2954717 | RetainedEarningsEOY |
| Total Net Assets BOY | 3007397 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2954717 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3007397 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2954717 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3007397 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52680 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2954717 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2954717 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1500 Martek Biosciences | 2010-05-06 | 2011-01-07 | 46970 | 32620 | 14350 | 14350 |
| 50M BioRad 7.5% 08/15/13 | 2010-05-05 | 2011-01-10 | 50625 | 51187 | -562 | -562 |
| 50 Apple Inc | 2010-05-07 | 2011-01-13 | 17132 | 11744 | 5388 | 5388 |
| 27M Iron Mtn Inc PA 7.75% 01/15/15 | 2010-05-21 | 2011-01-15 | 27000 | 27169 | -169 | -169 |
| 23M Iron Mtn Inc PA 7.75% | 2010-11-29 | 2011-01-15 | 23000 | 23161 | -161 | -161 |
| 50M Ford Motor Co 6.2% 4/21/14 | 2011-03-07 | 2011-04-20 | 50000 | 50300 | -300 | -300 |
| 50M Allied Waste North 7.125% 5/15/16 | 2011-04-12 | 2011-05-16 | 51782 | 52060 | -278 | -278 |
| 20M Dow Chem Co 8.25% 11/15/18 | 2010-07-09 | 2011-05-16 | 20000 | 20380 | -380 | -380 |
| 15M Dow Chem Co 7.125% 11/15/13 | 2010-12-02 | 2011-05-16 | 15000 | 15255 | -255 | -255 |
| 50M KC Southern MX 7.625% 12/01/13 | 2010-06-28 | 2011-05-20 | 51993 | 51625 | 368 | 368 |
| 20M KC Southern MX 7.625% 12/01/13 | 2010-11-19 | 2011-05-20 | 20797 | 20818 | -21 | -21 |
| 20M Dow Chem Co 7.45% 08/15/19 | 2011-01-12 | 2011-08-15 | 20000 | 20120 | -120 | -120 |
| 20M Teva Pharm Inds Ltd ADR | 2011-06-16 | 2011-11-03 | 8103 | 9734 | -1631 | -1631 |
| 37M L-3 Comm 6.375% 10/15/15 | 2011-07-20 | 2011-12-22 | 37786 | 38128 | -342 | -342 |
| 50 Cognizant Tech Solutions A | 2008-05-14 | 2011-01-16 | 3775 | 1500 | 2275 | 2275 |
| 250 Berkshire Hathaway Cl B | 2000-08-11 | 2011-02-07 | 20733 | 10347 | 10386 | 10386 |
| 400 Cenovus Energy Inc | 2002-04-05 | 2011-03-09 | 15759 | 2862 | 12897 | 12897 |
| 50M Dresser Rand Group Inc 7.375 11/01/14 | 2008-02-15 | 2011-03-22 | 51390 | 50000 | 1390 | 1390 |
| 100 Cognizant Tech Solutions | 2008-05-14 | 2011-03-30 | 8083 | 2999 | 5084 | 5084 |
| 500 Freeport-McMoran 8.25% 04/01/15 | 2009-11-05 | 2011-04-01 | 52063 | 53183 | -1120 | -1120 |
| 25 Intuitive Surgical New | 2009-03-25 | 2011-05-04 | 8699 | 2438 | 6261 | 6261 |
| 10M Georgia Pac 8.125% 05/15/11 | 2009-06-05 | 2011-05-15 | 10000 | 10085 | -85 | -85 |
| 30M Georgia Pac 8.125% 05/15/11 | 2009-08-19 | 2011-05-15 | 30000 | 30494 | -494 | -494 |
| 27000 Chaoda Modern Ag | 2008-07-22 | 2011-05-23 | 16489 | 29372 | -12883 | -12883 |
| 18000 Chaoda Modern Ag | 2009-08-28 | 2011-05-23 | 10992 | 11159 | -167 | -167 |
| 50M Sonat Inc 7.625% 07/15/11 | 2009-08-25 | 2011-07-15 | 50000 | 50642 | -642 | -642 |
| 50M Dow Chemical 5.9% | 2010-03-26 | 2011-08-15 | 50000 | 50670 | -670 | -670 |
| 500 Fuel Tech | 2007-04-02 | 2011-08-18 | 2718 | 12475 | -9757 | -9757 |
| 500 Fuel Tech | 2007-04-02 | 2011-08-18 | 2718 | 12480 | -9762 | -9762 |
| 1000 Fuel Tech | 2008-02-22 | 2011-08-18 | 5435 | 18455 | -13020 | -13020 |
| 500 Echostar DBS CO 6.375% 10/01/11 | 2009-05-13 | 2011-10-01 | 50000 | 48187 | 1813 | 1813 |
| 1000 Aerovironment Inc | 2010-02-09 | 2011-10-10 | 30695 | 26257 | 4438 | 4438 |
| 1000 Teva Pharm Inds Ltd | 2009-06-22 | 2011-11-03 | 40514 | 46809 | -6295 | -6295 |
| 200 First Solar Inc | 2009-07-02 | 2011-12-15 | 6232 | 30872 | -24640 | -24640 |
| 100 First Solar Inc | 2010-02-26 | 2011-12-15 | 3116 | 10680 | -7564 | -7564 |
| 25M Sprint Cap Corp 8.375% 03/15/12 | 2010-01-20 | 2011-12-29 | 25416 | 25931 | -515 | -515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -27183 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 173045 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3335186 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051885 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 160887 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2714514 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059269 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 101528 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3053125 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033254 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 57526 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2261477 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025437 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 74527 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1960801 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038008 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.207853 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041571 | AverageDistributionRatio |
| Net Noncharitable Assets | 3547480 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 147472 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 930 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 148402 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 185717 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 930 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 930 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 930 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2680 | TotalCreditsAndPayments |
| Overpayment | 1750 | Overpayment |
| Amount Credited To Next Year | 1750 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 35 Church Lane | AddressLine1 |
| City | Westport | City |
| State | CT | State |
| ZIP Code | 06880 | 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 |
| Colin Gunn | ||||||||
| Apt 2025 100 Redding Road | Redding | CT | 06896 | 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 | 3329291 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 272212 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3601503 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3601503 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54023 | CashDeemedCharitable |
| Net Noncharitable Assets | 3547480 | NetNoncharitableAssets |
| Minimum Investment Return | 177374 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 177374 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 930 | TaxBasedOnInvestmentIncome |
| Total Tax | 930 | TotalTax |
| Distributable Amount Before Adj | 176444 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 176444 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 176444 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 185717 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 185717 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 930 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 184787 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 176444 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 112934 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 185717 | QualifyingDistributions |
| Applied To Year1 | 112934 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 72783 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 103661 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 | $5,000 | |
| Bridgeport Hospital Foundation Inc | ||||||||
| PO Box 5000 | Bridgeport | CT | 06610 | None | Public | Norma Pfriem Cancer Center | $10,000 | |
| Bullard Haven Technical College | ||||||||
| 500 Palisade Avenue | Bridgeport | CT | 06610 | None | Public | Scholarship Fund | $5,000 | |
| 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 | $5,000 | |
| Connecticut Yankee Council | ||||||||
| 60 Wellington Rd | Milford | CT | 064600032 | None | Public | General | $5,000 | |
| 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 | General | $2,500 | |
| 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 | $16,667 | |
| Fairfield YMCA | ||||||||
| 841 Old Post Road | Fairfield | CT | 06824 | None | Public | General | $5,000 | |
| 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 | |
| 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 | |
| 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 Support | $5,000 | |
| Norwalk Community College | ||||||||
| 188 Richards Avenue | Norwalk | CT | 06854 | None | Public | General | $8,000 | |
| Norwalk Hospital Foundation | ||||||||
| 34 Maple Street | Norwalk | CT | 06856 | None | Public | General | $15,000 | |
| Norwalk Museum | ||||||||
| 41 North Main St | Norwalk | CT | 06854 | None | Public | General | $2,500 | |
| Palm Beach Symphony | ||||||||
| Palm Beach Towers 44 Coconut Row | Palm Beach | FL | 33480 | None | Public | General | $10,000 | M207B |
| 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 | 2011 Prostate Cancer Institute Celebrity Dinner | $5,000 | |
| St Vincent's Medical Center Foundation | ||||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | Public | 2012 Prostate Cancer Institute Celebrity Dinner | $5,000 | |
| University of Bridgeport | ||||||||
| 126 Park Avenue | Bridgeport | CT | 06604 | None | Public | Bigelow Family Foundation Scholarship Fund | $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 | 185667 | 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 | $27 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $107,699 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $409 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$27,183 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $80,952 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 80952 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | David and Eunice Bigelow | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Broadview Rd | AddressLine1 |
| City | Westport | City |
| State | CT | State |
| ZIP Code | 06880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 71094 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 10000 sh Cenovus Energy (CVE) | NoncashPropertyDescription |
| Fair Market Value | 332500 | FairMarketValue |
| Date Received | 2011-12-01 | DateReceived |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (21 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 75M Alliant Techsys 6.75% 4/1/16 | 77710 | 76875 |
| 50M Arizona Public SE 5.8% 06/30/2014 | 49446 | 55347 |
| 50M Bio Rad 7.5% 08/15/2013 | 55217 | 54688 |
| 50M Colonial Realty 6.15% 04/15/2013 | 49862 | 51375 |
| 25M Colonial Realty 6.25% 06/15/2014 | 24481 | 25969 |
| 50M Corrections Corp of America 6.75% 1/31/2014 | 50675 | 50063 |
| 40M Federal Paper B 8.875% 07/01/2012 | 41640 | 41142 |
| 25M Fidelity Natl 5.25% 3/15/2013 | 25288 | 25624 |
| 60M General Electric Cap Corp 5.4% 3/15/2020 | 60420 | 60365 |
| 75M Hanesbrands Inc 8% 12/15/2016 | 81563 | 81563 |
| 50M KC Southern Rail 8.0% 06/01/2015 | 53942 | 53125 |
| 38M L-3 Communications 6.375% 10/15/15 | 39159 | 38760 |
| 50M Leucadia Natl Corp 7% 08/15/13 | 49187 | 51750 |
| 75M Moog 6.25% 01/15/2015 | 74181 | 75750 |
| 75M Nalco Company 8.25% 05/15/17 | 82288 | 85125 |
| 50M Nextel Comm Ser D 7.375% 8/01/15 | 51244 | 45500 |
| 50M Royal Caribbean Cruises 6.875% 12/01/2013 | 48926 | 52750 |
| 50M Scholastic Corp 5% 04/15/2013 | 46248 | 50125 |
| 75M Scotts Miracle 7.25% 01/15/18 | 77250 | 78750 |
| 75M Treehouse Foods 7.75% 03/01/2018 | 81338 | 80625 |
| 50M United Dom Rlty 6.05% 06/01/2013 | 51125 | 52220 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (41 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 ABB Ltd | 50770 | 37660 |
| 150 Apple Inc | 35232 | 60750 |
| 1600 Arcos Dorados Holdings | 35385 | 32848 |
| 500 Berkshire Hathaway Cl B | 19669 | 38150 |
| 800 Celgene Corp | 46554 | 54080 |
| 12800 Cenovus Energy Inc | 130429 | 424960 |
| 50000 China Minzhong Food | 56053 | 31425 |
| 3000 Cisco Systems | 56029 | 54240 |
| 900 Cognizant Tech Solutions | 26992 | 57879 |
| 600 Diageo PLC ADR | 33359 | 52452 |
| 1500 Dolby Laboratories Inc | 64117 | 45765 |
| 1000 Dresser Rand Group | 20206 | 49910 |
| 2000 E M C Corp Mass | 38309 | 43080 |
| 1200 Encana Corp | 9623 | 22236 |
| 600 Expeditors Intl Wash | 28402 | 24576 |
| 500 Fedex Corporation | 12954 | 41755 |
| 1500 General Electric Co | 57635 | 26865 |
| 800 Gen-Probe Inc | 46149 | 47296 |
| 1000 Goldman Sachs Group Inc | 81065 | 90430 |
| 150 Google Inc Cl A | 76057 | 96885 |
| 500 Greenhill & Co Inc | 32637 | 18185 |
| 10000 Henderson Land Development | 65635 | 49700 |
| 24000 Huabao Intl Hldgs | 30452 | 12269 |
| 30000 Hyflux Ltd Ord | 45878 | 27879 |
| 125 Intuitive Surgical | 12190 | 57876 |
| 1000 Itron Inc | 49804 | 35770 |
| 1600 Jacobs Engineering Group | 17835 | 64928 |
| 1832.323 Kinder Morgan Management | 41544 | 143874 |
| 800 Monsanto Co | 55398 | 56056 |
| 800 Morningstar Inc | 32352 | 47560 |
| 1000 Neogen Corp | 32497 | 30640 |
| 1200 Pepsico Inc | 68379 | 79620 |
| 2500 Quanta Services Inc | 49851 | 53850 |
| 4200 Resmed Inc | 41313 | 106680 |
| 200 Sonova Holdings AG | 24659 | 21014 |
| 1000 United Parcel Service | 63879 | 73190 |
| 500 Varian Medical Systems | 30426 | 33565 |
| 500 Verifone Systems Inc | 17559 | 17760 |
| 500 Visa Inc Cl A | 27972 | 50765 |
| 1000 Wal-mart Stores | 50480 | 59760 |
| 3000 Hospitality Properties 8.875% Pfd Stck | 73554 | 78375 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3700 Haven Cap Tr II 10.25% 6/30/29 | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 37063 | BookValue |
| EOYFMV | 41235 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Portfolio Expense | Description |
| Revenue And Expenses Per Books | 16 | RevenueAndExpensesPerBooks |
| Net Investment Income | 16 | 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 | 409 | RevenueAndExpensesPerBooks |
| Net Investment Income | 409 | NetInvestmentIncome |
| Adjusted Net Income | 409 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | Category |
| Amount | $14,321 | Amount |
| Net Investment Income | 14321 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Federal Excise Taxes | $3,883 | 0 | 0 |
| Foreign Taxes | $789 | 789 | 0 |
| CT Filing Fee | $50 | 0 | 50 |
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