Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
DAVID AND EUNICE BIGELOW FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)134 East Ave   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Norwalk, CT06851
A Employer identification number

06-1535327
B Telephone number (see instructions)

(203) 227-7470
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,691,284
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 173,618
2 Check bullet
3 Interest on savings and temporary cash investments 30 30  
4 Dividends and interest from securities...... 119,039 117,439  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 526,357
b Gross sales price for all assets on line 6a 2,316,925
7 Capital gain net income (from Part IV, line 2)... 526,357
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 819,044 643,826  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 16,761 16,761   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 6,784 790   20
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 65 65   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,610 17,616   20
25 Contributions, gifts, grants paid........ 288,500 288,500
26 Total expenses and disbursements. Add lines 24 and 25 312,110 17,616   288,520
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 506,934
b Net investment income (if negative, enter -0-) 626,210
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... -118,008 -99,462 -99,462
2 Savings and temporary cash investments.......... 172,970 551,385 551,385
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 41,224 Click to see attachment36,071 35,533
b Investments—corporate stock (attach schedule)........ 1,633,416 Click to see attachment1,785,982 2,836,992
c Investments—corporate bonds (attach schedule)........ 1,160,953 Click to see attachment1,205,138 1,193,158
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 246,835 Click to see attachment165,210 173,678
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,137,390 3,644,324 4,691,284
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 3,137,390 3,644,324
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,137,390 3,644,324
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,137,390 3,644,324
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,137,390
2 Enter amount from Part I, line 27a..................... 2 506,934
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,644,324
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,644,324
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 400 CorCorts Unumprovdnt 8.20% due 3/15/38   2012-12-12 2013-01-15
b 200 Celgene Corp   2012-05-02 2013-01-16
c 10 Google Inc Class A   2012-06-22 2013-02-19
d 170 General Electric Cap Corp 5.40% bonds due 3/15/20   2012-03-15 2013-03-15
e 1400 Proshares Short S&P 500   2012-09-20 2013-03-27
250 Scholastic Corp 5% 04/15/2013   2012-05-24 2013-04-15
1400 Proshares Short S&P 500   2012-09-20 2013-04-15
400 Corts Provident 8.10% due 3/15/38   2013-01-25 2013-04-17
750 Corts Provident 8.10% due 3/15/38   2013-02-25 2013-04-17
1800 Corts Provident 8.10% due 3/15/38   2013-03-08 2013-04-17
250 Ford Motor Credit 3.50% notes due 4/20/15   2012-12-26 2013-04-22
1400 Proshares Short S&P 500   2012-09-20 2013-04-24
1400 Proshares Short S&P 500   2012-09-20 2013-05-08
1400 Proshares Short S&P 500   2012-09-20 2013-05-22
450 Micros Systems Inc   2012-10-02 2013-05-30
550 Micros Systems Inc   2012-10-26 2013-05-30
500 Ball Corp 7.125% bonds due 9/1/16   2012-08-23 2013-06-07
250 Ball Corp 7.125% bonds due 9/1/16   2012-09-10 2013-06-07
400 Hospitality Properties Pfd Series C 7.00%   2013-02-08 2013-07-01
1600 Hospitality Properties Pfd Series C 7.00%   2013-03-01 2013-07-01
418 Hospitality Properties Pfd Series C 7.00%   2013-03-27 2013-07-01
200 United Parcel Service   2013-08-07 2013-11-04
500 Jacobs Engn Group Inc   2013-05-01 2013-12-06
2000 Kinder Morgan Mangement LLC   1994-01-01 2013-12-06
250 Hanesbrands Inc 8.00% bonds due 12/15/16   2013-04-10 2013-12-16
500 Moog 7.25% 06/15/18   2013-04-23 2013-12-19
500 Moog 7.25% 06/15/18   2013-04-23 2013-12-19
750 Resmed Inc   2003-11-01 2013-01-14
500 Moog 6.25% 01/15/15   2010-02-08 2013-01-15
250 Moog 6.25% 01/15/15   2011-07-01 2013-01-15
200 Kinder Morgan Mangement LLC   2003-11-18 2013-01-25
300 Resmed Inc   2003-11-01 2013-01-25
800 Dolby Laboratories Inc   2009-07-07 2013-02-04
400 Dolby Laboratories Inc   2010-08-25 2013-02-04
300 Dolby Laboratories Inc   2011-06-16 2013-02-04
300 Goldman Sachs Group Inc   2008-12-31 2013-02-12
100 Goldman Sachs Group Inc   2008-12-31 2013-02-12
2000 Cenovus Energy Inc   2002-06-30 2013-03-05
360 General Electric Cap Corp 5.40% bonds due 3/15/20   2011-08-16 2013-03-15
240 General Electric Cap Corp 5.40% bonds due 3/15/20   2011-09-02 2013-03-15
50 Celgene Corp   2011-06-16 2013-04-02
100 Celgene Corp   2011-06-16 2013-04-02
200 Resmed Inc   2003-11-01 2013-04-10
250 Colonial Realty 6.15% 04/15/2013   2009-10-20 2013-04-15
250 Colonial Realty 6.15% 04/15/2013   2010-04-06 2013-04-15
350 Scholastic Corp 5% 04/15/2013   2009-10-07 2013-04-15
150 Scholastic Corp 5% 04/15/2013   2010-02-16 2013-04-15
50 Celgene Corp   2011-06-16 2013-05-14
150 Neogen Corp   2011-09-14 2013-05-29
500 United Dom rlty 6.05% 06/01/2013   2009-12-04 2013-06-03
550 Neogen Corp   2011-09-14 2013-06-07
282 Hospitality Properties Pfd Series B 7.00%   2012-01-18 2013-07-01
1300 Hospitality Properties Pfd Series B 7.00%   2012-01-20 2013-07-01
50 Visa Inc Cl A   2009-04-02 2013-07-25
100 Fedex Corporation   1998-08-28 2013-08-02
100 Fedex Corporation   1998-08-28 2013-08-07
200 Fedex Corporation   1998-08-28 2013-08-07
100 Fedex Corporation   1998-08-28 2013-08-07
100 Goldman Sachs Group Inc   2008-12-31 2013-08-07
100 Goldman Sachs Group Inc   2008-12-31 2013-08-07
200 Goldman Sachs Group Inc   2008-12-31 2013-08-07
500 Leucadia Natl Corp 7% 8/15/2013   2006-06-20 2013-08-15
20000 China Minzhong Food   2010-11-09 2013-09-05
5000 China Minzhong Food   2011-03-25 2013-09-05
5000 China Minzhong Food   2011-05-13 2013-09-05
20000 China Minzhong Food   2011-05-26 2013-09-05
10000 China Minzhong Food   2012-02-03 2013-09-05
500 Bio Rad 8% bonds due 9/15/16   2011-08-17 2013-09-30
50 Private College bonds due 10/1/29   2012-09-19 2013-10-01
1000 Cenovus Energy Inc   2002-06-30 2013-10-07
805.614 Kinder Morgan Mangement LLC   2003-11-18 2013-10-08
1026.353 Kinder Morgan Mangement LLC     2013-10-13
15000 Hyflux Ltd Ord   2010-05-18 2013-10-18
15000 Hyflux Ltd Ord   2011-03-01 2013-10-18
25 Google Inc Class A   2011-05-18 2013-10-24
400 Resmed Inc   2003-11-01 2013-10-24
500 Varian Medical Systems   2011-08-05 2013-10-24
500 Royal Caribbean Cruses 6.875% due 12/1/13   2008-05-21 2013-12-01
800 Jacobs Engn Group Inc   2004-11-04 2013-12-06
600 Jacobs Engn Group Inc   2000-05-18 2013-12-06
200 Jacobs Engn Group Inc   2011-06-16 2013-12-06
400 Jacobs Engn Group Inc   2012-09-04 2013-12-06
390 Hanesbrands Inc 8.00% bonds due 12/15/16   2011-03-18 2013-12-16
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 11,532   11,018 514
b 18,963   14,448 4,515
c 8,011   5,709 2,302
d 17,000   17,322 -322
e 43,163   47,163 -4,000
25,000   25,331 -331
42,437   47,163 -4,726
10,938   11,118 -180
20,510   20,947 -437
49,224   50,725 -1,501
25,000   25,192 -192
42,457   47,163 -4,706
41,110   47,163 -6,053
40,055   47,163 -7,108
19,153   21,618 -2,465
23,409   24,865 -1,456
52,279   54,580 -2,301
26,140   27,295 -1,155
10,000   10,051 -51
40,000   40,410 -410
10,450   10,617 -167
19,945   17,564 2,381
29,509   24,718 4,791
152,413   42,542 109,871
26,000   27,175 -1,175
51,812   52,204 -392
51,813   52,197 -384
32,766   7,305 25,461
50,000   48,625 1,375
25,000   25,556 -556
16,511   4,906 11,605
14,481   2,922 11,559
25,616   28,269 -2,653
12,808   22,823 -10,015
9,606   13,025 -3,419
46,116   24,320 21,796
15,371   8,107 7,264
62,852   14,219 48,633
36,000   36,036 -36
24,000   24,384 -384
5,888   2,915 2,973
11,775   5,830 5,945
9,194   1,948 7,246
25,000   24,550 450
25,000   25,313 -313
35,000   31,870 3,130
15,000   14,378 622
6,549   2,915 3,634
8,316   4,874 3,442
50,000   51,125 -1,125
29,966   17,873 12,093
7,050   6,997 53
32,500   32,509 -9
9,745   2,797 6,948
10,800   2,591 8,209
10,800   2,591 8,209
21,602   5,182 16,420
10,800   2,591 8,209
16,341   8,107 8,234
16,341   8,107 8,234
32,685   16,213 16,472
50,000   49,187 813
17,645   19,423 -1,778
4,411   6,216 -1,805
4,411   6,763 -2,352
17,645   24,242 -6,597
8,822   7,145 1,677
52,000   55,217 -3,217
5,000   5,153 -153
29,292   7,109 22,183
59,964   18,776 41,188
76,394   17,761 58,633
14,170   22,274 -8,104
14,170   23,603 -9,433
25,395   13,183 12,212
22,671   3,896 18,775
36,540   30,426 6,114
50,000   48,926 1,074
47,213   4,468 42,745
35,410   5,076 30,334
11,803   8,292 3,511
23,607   15,785 7,822
40,560   42,413 -1,853
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       514
b       4,515
c       2,302
d       -322
e       -4,000
      -331
      -4,726
      -180
      -437
      -1,501
      -192
      -4,706
      -6,053
      -7,108
      -2,465
      -1,456
      -2,301
      -1,155
      -51
      -410
      -167
      2,381
      4,791
      109,871
      -1,175
      -392
      -384
      25,461
      1,375
      -556
      11,605
      11,559
      -2,653
      -10,015
      -3,419
      21,796
      7,264
      48,633
      -36
      -384
      2,973
      5,945
      7,246
      450
      -313
      3,130
      622
      3,634
      3,442
      -1,125
      12,093
      53
      -9
      6,948
      8,209
      8,209
      16,420
      8,209
      8,234
      8,234
      16,472
      813
      -1,778
      -1,805
      -2,352
      -6,597
      1,677
      -3,217
      -153
      22,183
      41,188
      58,633
      -8,104
      -9,433
      12,212
      18,775
      6,114
      1,074
      42,745
      30,334
      3,511
      7,822
      -1,853
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 526,357
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 344,406 3,819,225 0.090177
2011 184,787 3,547,480 0.052090
2010 173,045 3,335,186 0.051885
2009 160,887 2,714,514 0.059269
2008 101,528 3,053,125 0.033254
2 Total of line 1, column (d) ...................... 2 0.286675
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.057335
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,223,692
5 Multiply line 4 by line 3....................... 5 242,165
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,262
7 Add lines 5 and 6......................... 7 248,427
8 Enter qualifying distributions from Part XII, line 4.............. 8 288,520
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,262
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 6,262
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,262
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,880
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,880
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,382
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletGunn Godfrey and Allison Telephone no.bullet (203) 227-7470
    Located atbullet134 East AveNorwalkCT ZIP+4bullet06851
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    David C Bigelow President
    0.00
    0 0 0
    5 Broadview Road
    Westport,CT06880
    Eunice J Bigelow VP/Treasurer
    0.00
    0 0 0
    5 Broadview Road
    Westport,CT06880
    David L Godfrey Secretary
    0.00
    0 0 0
    134 East Ave
    Norwalk,CT06851
    Cynthia R Bigelow Director
    0.00
    0 0 0
    284 Hemlock Road
    Fairfield,CT06824
    Lori Bigelow Director
    0.00
    0 0 0
    One Island Drive Unit 14
    Norwalk,CT06855
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    211,185
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,262
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,262
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    204,923
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    204,923
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    204,923
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 204,923
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 57,472
    fTotal of lines 3a through e......... 57,472
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 288,520
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 204,923
    e Remaining amount distributed out of corpus 83,597
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 141,069
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    141,069
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 57,472
    e Excess from 2013.... 83,597
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    David C Bigelow
    Eunice J Bigelow
    Cynthia R Bigelow
    Lori Bigelow
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Action for Bridgeport Community Development Inc
    1070 Park Avenue
    Bridgeport,CT06604
    None PC Total Learning Program 5,000
    Bridge House
    880 Fairfield Ave
    Bridgeport,CT06605
    None PC General 9,000
    Bridgeport Hospital Foundation Inc
    PO Box 5000
    Bridgeport,CT06610
    None PC Norma Pfriem Cancer Center 14,000
    Bridgeport Rescue Mission
    1088 Fairfield Ave
    Bridgeport,CT06605
    None PC General 7,000
    Bullard Haven Technical College
    500 Palisade Avenue
    Bridgeport,CT06610
    None PC Scholarship Fund 5,000
    Burroughs Community Center
    2470 Fairfield Avenue
    Bridgeport,CT06605
    None PC General 6,000
    Cardinal Shehan Center
    1494 Main St
    Bridgeport,CT06604
    None PC General 9,000
    Caroline House
    574 Stillman St
    Bridgeport,CT06608
    None PC General 4,000
    Catholic Charities of Fairfield
    238 Jewett Avenue
    Bridgeport,CT06606
    None PC General 3,000
    Center for Women and Families
    753 Fairfield Ave
    Bridgeport,CT06604
    None PC General 13,000
    Center for Survivorship
    250 Pequot Avenue
    Southport,CT06890
    None PC General 3,000
    Connecticut Food Bank
    PO Box 8686
    New Haven,CT06531
    None PC General 8,000
    Domestic Violence Crisis Center
    777 Summer Street
    Stamford,CT06901
    None PC General 2,000
    Easter Seals of Coastal Fairfield County
    733 Summer Street
    Stamford,CT06901
    None PC General 3,000
    Fairfield Senior Center
    100 Mona Ter
    Fairfield,CT06824
    None PC General 8,000
    Fairfield Theater Company
    70 Sanford St
    Fairfield,CT06824
    None PC General 1,000
    Fairfield University
    1073 North Benson Rd
    Fairfield,CT068245195
    None PC David & Eunice Bigelow Scholarship 15,000
    Fairfield YMCA
    841 Old Post Road
    Fairfield,CT06824
    None PC General 14,000
    FSW Inc CT
    475 Clinton Ave
    Bridgeport,CT06605
    None PC General 2,000
    Girl Scouts of America
    PO Box 5046
    New York,NY10087
      PC General 1,000
    Horizons at GFA
    35 Beachside Ave PO Box 998
    Greens Farms,CT06838
    None Public General 2,000
    Housatonic Community College Foundation
    900 Lafayette Boulevard
    Bridgeport,CT06604
    None PC General 5,000
    Human Services Councilof Mid Fairfield County
    One Park St
    Norwalk,CT06851
    None PC General 6,500
    Interfaith Housing Association
    49 Richmondville Ave Suite 112
    Westport,CT06880
    None PC General 5,000
    Janus House
    180 Fairfield Ave
    Bridgeport,CT06604
    None PC General 5,000
    Jewish Home for the Elderly
    175 Jefferson Street
    Fairfield,CT06825
    None PC Grasmere By the Sea 7,000
    Joe Torre Safe at Home Foundation
    PO Box 3133 Grand Central Station
    New York,NY10163
    None PC Annual Campaign 5,000
    Kennedy Center Inc
    2440 Reservoir Avenue
    Trumbull,CT06611
    None PC General 5,000
    Mercy Learning Center
    637 Park Ave
    Bridgeport,CT06604
    None PC General 9,000
    Neighborhood Studio of Fairfield County
    391 East Washington Ave
    Bridgeport,CT06608
    None PC General 5,000
    Norwalk Community College
    188 Richards Avenue
    Norwalk,CT06854
    None PC General 8,000
    Norwalk Hospital Foundation
    34 Maple Street
    Norwalk,CT06856
    None PC General 15,000
    Operation Hope
    636 Old Post Road
    Fairfield,CT06824
    None PC General 8,000
    Pilot House
    PO Box 1553
    Fairfield,CT06825
    None PC General 5,000
    Prospect House
    392 Prospect Street
    Bridgeport,CT06604
    None PC General 5,000
    Sacred Heart University
    5151 Park Avenue
    Fairfield,CT06825
    None PC David & Eunice Bigelow Scholarship 15,000
    St Catherine Academy
    760 Tahmore Drive
    Fairfield,CT06825
    None PC Scholarship Assistance 3,000
    St Vincent's Medical Center Foundation
    2800 Main St
    Bridgeport,CT06606
    None PC 2013 Prostate Cancer Institute Celebrity Dinner 5,000
    St Vincent's Medical Center Foundation
    2800 Main St
    Bridgeport,CT06606
    None PC General 5,000
    Town of Fairfield Parks & Rec
    75 Mill Plain Road
    Fairfield,CT06824
    None PC Sandcastle Playground 500
    Wakeman's Boys and Girls Clubs
    2414 Fairfield Ave
    Bridgeport,CT06605
    None PC General 9,000
    Westport Country Playhouse
    25 Powers Court
    Westport,CT06880
    None PC General 15,000
    Yale Medical Center
    40 Temple Street Suite 1A
    New Haven,CT06510
    None PC General 3,500
    YMCA Camp Hi-Rock
    162 East St
    Mt Washington,MA10258
    None PC General 5,000
    Total .................................bullet 3a 288,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 30  
    4 Dividends and interest from securities....     14 119,039  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 526,357  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 645,426 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13645,426
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    DAVID AND EUNICE BIGELOW FOUNDATION
     
    Employer identification number

    06-1535327
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    DAVID AND EUNICE BIGELOW FOUNDATION
     
    Employer identification number

    06-1535327
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    David and Eunice Bigelow  
    5 Broadview Rd
     
    Westport, CT06880

    $56,328


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    AmGraph  
    90 Versailles Road
     
    Versailles, CT06383

    $6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    International Marketing Systems  
    Two Corporate Dr Ste 136
     
    Shelton, CT06484

    $20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
     
     

    16W Marketing LLC  
    75 Union Ave 2nd Floor
     
    Rutherford, NJ07070

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
     
     

    Joe Torre  
    20 Lawrence Ln
     
    Harrison, NY10528

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
     
     

    RC Bigelow Inc  
    201 Black Rock Turnpike
     
    Fairfield, CT06825

    $6,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    DAVID AND EUNICE BIGELOW FOUNDATION
     
    Employer identification number

    06-1535327
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
     
     

    Wausau Container Corporation  
    8000 Highland Dr PO Box 1285
     
    Wausau, WI544021285

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    DAVID AND EUNICE BIGELOW FOUNDATION
     
    Employer identification number

    06-1535327
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    2000 sh Kinder Morgan Mgmt2500 sh Jacobs Engineering $301,215 2013-12-02
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    DAVID AND EUNICE BIGELOW FOUNDATION
     
    Employer identification number

    06-1535327
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN: 06-1535327
    Name of Bond End of Year Book Value End of Year Fair Market Value
    120M Alliant Techsys 6.875% 9/15/20 129,887 129,300
    50M Arizona Public SE 5.8% 06/30/2014 49,446 51,212
    15M Ball Corp 4% 11/15/23 13,641 13,425
    75M Ball Corp 5.75% 5/15/2021 81,384 78,750
    25M Clean Harbor 5.25% 05/15/21 25,094 25,625
    25M Colonial Realty 6.25% 06/15/2014 24,481 25,608
    75M Darling Inc 8.5% 12/15/2018 86,146 82,406
    50M Ford Motor Credit 7.0% 4/15/2015 55,175 53,779
    50M Hanesbrands Inc 6.375% 12/15/20 55,438 54,688
    100M Lear Corp 7.875% 03/15/2018 106,875 105,000
    100M Olin Corporation 5.5% 8/15/22 101,250 99,500
    50M Royal Caribbean Cruises 5.250% 11/15/2022 49,024 50,250
    75M Scotts Miracle 7.25% 01/15/18 77,250 77,531
    80M Service Corp Intl 8% 11/15/2021 92,732 92,000
    70M Time Warner Cable 8.75% 02/14/2019 83,133 83,703
    75M Treehouse Foods 7.75% 03/01/2018 81,338 78,750
    50M Tupperware 4.75% 6/1/2021 51,754 49,967
    35M Weyerhauser Co 7.125% 07/15/2023 41,090 41,664

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN: 06-1535327
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2000 ABB Ltd 50,770 53,120
    900 Allergan Inc 86,232 99,972
    200 Apple Inc 57,289 112,204
    1600 Arcos Dorados Holdings 63,041 36,360
    500 Berkshire Hathaway Cl B 19,669 59,280
    600 Celgene Corp 34,893 101,381
    4000 Cenovus Energy Inc 27,948 114,600
    1000 Cognizant Tech Solutions 33,984 100,980
    1000 Deere & Co 85,231 91,330
    600 Diageo PLC ADR 33,359 79,452
    1400 Dresser Rand Group 59,959 107,334
    2500 E M C Corp Mass 62,629 75,450
    1000 Evercore Partners Inc A 28,336 59,780
    1000 Expeditors Intl Wash 59,095 61,950
    500 F5 Networks Inc 56,873 54,516
    1500 General Electric Co 57,635 42,045
    160 Google Inc Cl A 62,874 140,089
    500 Greenhill & Co Inc 32,637 28,970
    8000 Henderson Land Development 59,688 57,069
    90 Intuitive Surgical 8,777 34,567
    2500 Jacobs Engineering Group 13,785 157,475
    3500 Kinder Morgan Inc 121,970 126,000
    1000 Monsanto Co 70,948 116,550
    600 National Oilwell Varco 41,367 47,718
    1200 Pepsico Inc 68,379 99,528
    3500 Quanta Services Inc 72,920 110,460
    2600 Resmed Inc 25,325 122,408
    1200 United Parcel Service 81,442 126,096
    400 Visa Inc Cl A 22,378 89,072
    400 VMWare Inc Cl A 31,969 35,884
    1000 Wal-mart Stores 50,480 78,690
    4000 Whitewave Foods Co 65,461 91,760
    5400 Hospitality Properties Pfd Stck Series D 138,639 124,902

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN: 06-1535327
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    36,071
    State & Local Government Securities - End of Year Fair Market Value:


    35,533


    TY 2013 InvestmentsOtherSchedule2
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN: 06-1535327
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    900 American Tower Corp REIT AT COST 64,445 71,838
    4000 Pfd 7.55% 04/01/28 AT COST 100,765 101,840

    TY 2013 OtherExpensesSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN: 06-1535327
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Portfolio Expense 65 65   0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN: 06-1535327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Fees 16,761 16,761   0


    TY 2013 TaxesSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN: 06-1535327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 5,974 0   0
    Foreign Taxes 790 790   0
    CT Filing Fees 20 0   20