THE@DAVID AND EUNICE BIGELOW FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE@DAVID AND EUNICE BIGELOW FOUNDATION INC (EIN 06-1535327)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201141339349100939
- Schema version
- 2010v3.2
- 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 | 2011-05-13T14:05:01-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | Colin Gunn | Name |
| Title | Secretary | Title |
| Phone | 2032277470 | Phone |
| Date Signed | 2011-05-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David L Godfrey | Name |
| Phone | 2032277470 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 3670191 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 93129 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 20 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 123165 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 123165 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 157148 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1171657 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 157148 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 362 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 362 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 373824 | TotalRevenueAndExpenses |
| Total Net Investment Income | 280695 | 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 | 12979 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12979 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 541 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 491 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 50 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 26 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 26 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13546 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13496 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 50 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 175667 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 175667 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 189213 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13496 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 175717 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 184611 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 267199 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -694 | CashBOY |
| Cash EOY | -115391 | CashEOY |
| Cash EOYFMV | -115391 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 332897 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 493132 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 493132 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1401216 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1499931 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2124436 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1001295 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1092662 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1123688 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 88072 | InvestmentsOtherBOY |
| Investments Other EOY | 37063 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 44326 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2822786 | TotalAssetsBOY |
| Total Assets EOY | 3007397 | TotalAssetsEOY |
| Total Assets EOYFMV | 3670191 | 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 | 2822786 | RetainedEarningsBOY |
| Retained Earnings EOY | 3007397 | RetainedEarningsEOY |
| Total Net Assets BOY | 2822786 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3007397 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2822786 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3007397 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2822786 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 184611 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3007397 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3007397 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (47 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 25 Intuitive Surgical New | 2009-03-25 | 2010-01-01 | 7678 | 2438 | 5240 | 5240 |
| 25 Intuitive Surgical New | 2009-03-25 | 2010-01-25 | 8476 | 2438 | 6038 | 6038 |
| 50 Intuitive Surgical New | 2009-03-25 | 2010-02-24 | 17338 | 4876 | 12462 | 12462 |
| 30M Brascan Corp 5.75% 03/01/2010 | 2009-04-06 | 2010-03-01 | 30000 | 29063 | 937 | 937 |
| 50M Celestica Inc 7.625% 07/01/2013 | 2009-09-03 | 2010-03-02 | 51907 | 50175 | 1732 | 1732 |
| 200 Dolby Laboratories | 2009-07-07 | 2010-03-05 | 11396 | 7067 | 4329 | 4329 |
| 50M Chattem Inc 7% 03/01/2004 | 2009-06-24 | 2010-03-11 | 51167 | 49046 | 2121 | 2121 |
| 50M Affiliated Comp Svce 4.7% 06/01/2010 | 2009-06-30 | 2010-06-01 | 50000 | 49434 | 566 | 566 |
| 50M L-3 Communications 6.125% 01/15/2014 | 2009-10-28 | 2010-06-21 | 51021 | 49875 | 1146 | 1146 |
| 1000 Research in Motion | 2010-01-11 | 2010-09-01 | 44192 | 64714 | -20522 | -20522 |
| 230 Iron Mtn PA 7.75% 01/15/15 | 2010-05-21 | 2010-09-07 | 23297 | 23144 | 153 | 153 |
| 100 Chipotle Mexican Grill | 2009-10-30 | 2010-09-13 | 16574 | 7944 | 8630 | 8630 |
| 100 Chipotle Mexican Grill | 2009-10-30 | 2010-09-20 | 17028 | 7944 | 9084 | 9084 |
| 100 Chipotle Mexican Grill | 2009-10-30 | 2010-09-27 | 17497 | 7944 | 9553 | 9553 |
| 200 Chipotle Mexican Grill | 2009-10-30 | 2010-10-27 | 41890 | 15888 | 26002 | 26002 |
| 2000 Henderson Land Dev Warrants | 2010-06-02 | 2010-11-11 | 1247 | 1247 | 1247 | |
| 50M Nalco Co 8.875% 11/15/13 | 2010-03-05 | 2010-12-20 | 50880 | 51675 | -795 | -795 |
| 500 Martek Biosciences Corp | 2010-05-06 | 2010-12-21 | 15772 | 10873 | 4899 | 4899 |
| 35M Church Dwight 6% 12/15/12 | 2010-02-02 | 2010-12-30 | 35000 | 35647 | -647 | -647 |
| 300 Kinder Morgan Mgmt LLC | 2003-11-18 | 2010-01-04 | 16626 | 9014 | 7612 | 7612 |
| 5000 Chaoda Modern Agr Ltd | 2008-07-22 | 2010-01-05 | 6246 | 5439 | 807 | 807 |
| 20000 Chaoda Modern Agr Ltd | 2008-07-22 | 2010-01-06 | 24479 | 21757 | 2722 | 2722 |
| 200 Kinder Morgan Mgmt LLC | 2003-11-18 | 2010-02-18 | 11414 | 5904 | 5510 | 5510 |
| 600 Medtronic Inc Com | 2001-11-21 | 2010-02-23 | 25794 | 25158 | 636 | 636 |
| 200 Medtronic Inc Com | 2003-02-20 | 2010-02-23 | 8598 | 8774 | -176 | -176 |
| 400 Medtronic Inc Com | 2005-04-28 | 2010-02-23 | 17196 | 20325 | -3129 | -3129 |
| 300 Medtronic Inc Com | 2006-02-28 | 2010-02-23 | 12897 | 16460 | -3563 | -3563 |
| 500 Medtronic Inc Com | 2006-08-31 | 2010-02-23 | 21495 | 23111 | -1616 | -1616 |
| 50M Constellation Brands Inc 8.125% 01/15/12 | 2008-07-30 | 2010-02-25 | 50000 | 50500 | -500 | -500 |
| 300 Preferred Plus 8.5% 7/15/29 | 2008-02-22 | 2010-04-05 | 6931 | 6955 | -24 | -24 |
| 400 Preferred Plus 8.5% 7/15/29 | 2008-02-29 | 2010-04-07 | 9270 | 9255 | 15 | 15 |
| 100 Preferred Plus 8.5% 7/15/29 | 2008-03-03 | 2010-04-07 | 2318 | 2300 | 18 | 18 |
| 100 Preferred Plus 8.5% 7/15/29 | 2008-03-03 | 2010-04-08 | 2305 | 2300 | 5 | 5 |
| 1000 Preferred Plus 8.5% 7/15/29 | 2008-03-05 | 2010-04-08 | 23046 | 22816 | 230 | 230 |
| 100 Preferred Plus 8.5% 7/15/29 | 2008-03-06 | 2010-04-08 | 2305 | 2324 | -19 | -19 |
| 600 Suncor Energy Inc New | 2003-07-23 | 2010-05-17 | 17961 | 5514 | 12447 | 12447 |
| 1000 Suncor Energy Inc New | 2004-05-18 | 2010-05-17 | 29935 | 12305 | 17630 | 17630 |
| 2000 Colonial Prop Trust 8.125% Cum Pfd Stk | 2007-11-08 | 2010-09-10 | 50000 | 49925 | 75 | 75 |
| 3000 Saturns TR AON 8% 01/01/27 | 2009-04-16 | 2010-12-06 | 75000 | 51009 | 23991 | 23991 |
| 300 Cognizant Technologies | 2008-05-14 | 2010-10-22 | 20403 | 8997 | 11406 | 11406 |
| 50M Motorola Inc 7.625% 11/15/10 | 2008-07-29 | 2010-11-15 | 50000 | 50330 | -330 | -330 |
| 33M Trinity Ind 6.5% 03/15/04 | 2009-10-30 | 2010-11-26 | 33715 | 32611 | 1104 | 1104 |
| 150 Cognizant Technologies | 2008-05-14 | 2010-12-08 | 10342 | 4499 | 5843 | 5843 |
| 25M BioRad 6.125% 12/15/14 | 2009-12-01 | 2010-12-20 | 25511 | 24931 | 580 | 580 |
| 25M BioRad 6.125% 12/15/14 | 2009-12-04 | 2010-12-20 | 25510 | 24750 | 760 | 760 |
| 1000 Pref Plus Tr El Paso Corp 7.65% 01/15/32 | 2005-06-20 | 2010-12-30 | 25000 | 24855 | 145 | 145 |
| 1000 Pref Plus Tr El Paso Corp 7.65% 01/15/32 | 2008-08-01 | 2010-12-30 | 25000 | 22206 | 2794 | 2794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 157148 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 160887 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2714514 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059269 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 101528 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3053125 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033254 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 57526 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2261477 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.025437 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 74527 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1960801 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.038008 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 64025 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1607711 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039824 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.195792 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039158 | AverageDistributionRatio |
| Net Noncharitable Assets | 3335186 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 130599 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2672 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 133271 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 175717 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2672 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2672 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2672 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1469 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1469 | TotalCreditsAndPayments |
| Tax Due | 1203 | 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 | 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 | 3172112 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 213864 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3385976 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3385976 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 50790 | CashDeemedCharitable |
| Net Noncharitable Assets | 3335186 | NetNoncharitableAssets |
| Minimum Investment Return | 166759 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 166759 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2672 | TaxBasedOnInvestmentIncome |
| Total Tax | 2672 | TotalTax |
| Distributable Amount Before Adj | 164087 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 164087 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 164087 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 175717 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 175717 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2672 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 173045 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 164087 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 124564 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 175717 | QualifyingDistributions |
| Applied To Year1 | 124564 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 51153 | 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 | 112934 | 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 (28 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 | |
| Easter Seals of Connecticut-Rhode Island | ||||||||
| 24 Stott Avenue | Norwich | CT | 06360 | None | Public | General | $3,000 | |
| 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 | $16,667 | |
| Fairfield YMCA | ||||||||
| 841 Old Post Road | Fairfield | CT | 06824 | None | Public | General | $5,000 | |
| 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 | |
| Innocence Project | ||||||||
| 100 Fifth Avenue 3rd Floor | New York | NY | 10011 | None | Public | General | $3,500 | |
| Joe Torre Safe at Home Foundation | ||||||||
| PO Box 3133 Grand Central Station | New York | NY | 10163 | None | Public | Seventh Annual Gala | $5,000 | |
| Kennedy Center Inc | ||||||||
| 2440 Reservoir Avenue | Trumbull | CT | 06611 | None | Public | Annual Giving Campaign | $5,000 | |
| Norwalk Community College | ||||||||
| 188 Richards Avenue | Norwalk | CT | 06854 | None | Public | General | $8,000 | |
| 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 | SWIM Across the Sound | $5,000 | |
| St Vincent's Medical Center Foundation | ||||||||
| 2800 Main St | Bridgeport | CT | 06606 | None | Public | Capital Campaign: Elizabeth Pfreim SWIM Center for C | $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 | Digestive Disease Section | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 175667 | 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 | $20 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $123,165 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $362 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $157,148 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $280,695 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 280695 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | David and Eunice Bigelow | 5 Broadview Rd | Westport | CT | 06880 | 81065 | X |
| 2 | David and Eunice Bigelow | 5 Broadview Rd | Westport | CT | 06880 | 12064 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 1000 sh Goldman Sachs (GS) | 163740 | 2010-12-07 |
| 2 | 1200 Sh Resmed (RMD) | 40176 | 2010-12-07 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (25 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 50M Arizona Public SE 5.8% 06/30/2014 | 49446 | 55072 |
| 50M Bio Rad 7.5% 08/15/2013 | 51188 | 50625 |
| 50M Colonial Realty 6.15% 04/15/2013 | 49863 | 51813 |
| 25M Colonial Realty 6.25% 06/15/2014 | 24481 | 25719 |
| 50M Corrections Corp of America 6.75% 1/31/2014 | 50675 | 50750 |
| 50M Dow Chemical 5.9% | 50670 | 50188 |
| 15M Dow Chemical 7.125% 11/15/13 | 15255 | 15075 |
| 20M Dow Chemical 8.25% 11/15/18 | 20380 | 20100 |
| 50M Dresser Rand Group Inc Step 7.375% 11/01/2014 | 50000 | 51375 |
| 50M Echostar DBS Co 6.375% 10/01/2011 | 48188 | 51438 |
| 40M Federal Paper B 8.875% 07/01/2012 | 41640 | 42977 |
| 25M Fidelity Natl 5.25% 3/15/2013 | 25288 | 25525 |
| 50M Freeport-McMoran 8.25% 04/01/2015 | 53183 | 52750 |
| 40M Georgia Pac 8.125% 05/15/2011 | 40579 | 41600 |
| 50M Iron Mtn Inc PA 7.75% 01/15/2015 | 50330 | 50000 |
| 70M KC Southern MX 7.625% 12/01/2013 | 72443 | 72450 |
| 25M KC Southern Rail 8.0% 06/01/2015 | 27125 | 27063 |
| 50M Leucadia Natl Corp 7% 08/15/13 | 49187 | 53313 |
| 50M Moog 6.25% 01/15/2015 | 48625 | 50875 |
| 50M Nextel Comm Ser D 7.375% 8/01/15 | 51244 | 50125 |
| 50M Royal Caribbean Cruises 6.875% 12/01/2013 | 48926 | 53250 |
| 35M Scholastic Corp 5% 04/15/2013 | 46248 | 50375 |
| 50M Sonat Inc 7.625% 07/15/2011 | 50642 | 51000 |
| 25M Sprint Cap Corp 8.375% 3/15/2012 | 25931 | 26250 |
| 50M United Dom Rlty 6.05% 06/01/2013 | 51125 | 53980 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (38 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1600 ABB Ltd | 43301 | 35920 |
| 1000 Aerovironment Inc | 26257 | 26830 |
| 200 Apple Inc | 46976 | 64512 |
| 750 Berkshire Hathaway Cl B | 30016 | 60083 |
| 600 Celgene Corp | 34893 | 35484 |
| 3000 Cenovus Energy Inc | 55918 | 99720 |
| 45000 Chaoda Modern Agri Ltd | 40531 | 33750 |
| 20000 China Minzhong Food | 19423 | 21232 |
| 3000 Cisco Systems | 56029 | 60690 |
| 1050 Cognizant Tech Solutions | 31490 | 76955 |
| 600 Diageo PLC ADR | 33359 | 44598 |
| 1200 Dolby Laboratories Inc | 51092 | 80040 |
| 1000 Dresser Rand Group | 20206 | 42590 |
| 2000 E M C Corp Mass | 38309 | 45800 |
| 1200 Encana Corp | 9623 | 34944 |
| 500 Fedex Corporation | 12954 | 46505 |
| 300 First Solar Inc | 41552 | 39042 |
| 2000 Fuel Tech Inc | 43411 | 19420 |
| 1500 General Electric Co | 57635 | 27435 |
| 1000 Goldman Sachs Group Inc | 81065 | 168160 |
| 50 Google Inc Cl A | 24374 | 29698 |
| 10000 Henderson Land Development | 65635 | 68179 |
| 15000 Hyflux Ltd Ord | 22274 | 27165 |
| 150 Intuitive Surgical | 14628 | 38662 |
| 1000 Itron Inc | 49804 | 55450 |
| 1400 Jacobs Engineering Group | 9544 | 64190 |
| 1709.533 Kinder Morgan Management | 41544 | 114334 |
| 1500 Martek Biosciences Corp | 32620 | 46950 |
| 500 Monsanto Co | 36188 | 34820 |
| 800 Morningstar Inc | 32352 | 42464 |
| 1200 Pepsico Inc | 68379 | 78396 |
| 2500 Quanta Services Inc | 49851 | 49800 |
| 4200 Resmed Inc | 41313 | 145488 |
| 1000 TEVA Pharm Inds Ltd | 46809 | 52130 |
| 1000 United Parcel Service | 63879 | 72580 |
| 500 Visa Inc Cl A | 27972 | 35190 |
| 1000 Wal-mart Stores | 50480 | 53930 |
| 2000 Hospitality Properties 8.875% Pfd Stck | 48245 | 51300 |
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 | 44326 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Portfolio Expense | Description |
| Revenue And Expenses Per Books | 26 | RevenueAndExpensesPerBooks |
| Net Investment Income | 26 | 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 | 362 | RevenueAndExpensesPerBooks |
| Net Investment Income | 362 | NetInvestmentIncome |
| Adjusted Net Income | 362 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | Category |
| Amount | $12,979 | Amount |
| Net Investment Income | 12979 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Foreign Taxes | $491 | 491 | 0 |
| CT Filing Fee | $50 | 0 | 50 |
Comments