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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,429,298J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 494,703
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,079 5,079  
4 Dividends and interest from securities... 217,057 217,057  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 686,230
b Gross sales price for all assets on line 6a 2,994,414
7 Capital gain net income (from Part IV, line 2)... 686,230
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)....... Click to see attachment 16,416 0  
12 Total. Add lines 1 through 11........ 1,419,485 908,366  
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).... Click to see attachment 29,488 29,488   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,463 132   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23,014 0   23,014
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,965 29,620   23,014
25 Contributions, gifts, grants paid....... 643,916 643,916
26 Total expenses and disbursements. Add lines 24 and 25 709,881 29,620   666,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 709,604
b Net investment income (if negative, enter -0-) 878,746
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. -217,733 -47,968 -47,968
2 Savings and temporary cash investments......... 695,907 608,475 608,475
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) 211,248 Click to see attachment595,525 588,996
b Investments—corporate stock (attach schedule)....... 1,683,860 Click to see attachment2,206,922 3,274,044
c Investments—corporate bonds (attach schedule)....... 3,184,427 Click to see attachment3,064,100 2,958,294
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 181,055 Click to see attachment21,314 47,457
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) 5,738,764 6,448,368 7,429,298
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 5,738,764 6,448,368
30 Total net assets or fund balances (see instructions)..... 5,738,764 6,448,368
31 Total liabilities and net assets/fund balances (see instructions). 5,738,764 6,448,368
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
5,738,764
2
Enter amount from Part I, line 27a .....................
2
709,604
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,448,368
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
6,448,368
Form 990-PF (2018)
Form 990-PF (2018)
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 Schwab - ST Realized GL      
b Schwab - LT Realized GL      
c
d
e
(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 728,155   726,614 1,541
b 2,266,259   1,581,570 684,689
c
d
e
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       1,541
b       684,689
c
d
e
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 2 686,230
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 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))
2017 394,686 6,684,097 0.059049
2016 375,790 5,652,132 0.066486
2015 312,175 5,281,287 0.059110
2014 298,385 4,885,754 0.061072
2013 282,258 4,223,692 0.066827
2
Total of line 1, column (d) .....................
2
0.312544
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.062509
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,325,875
5
Multiply line 4 by line 3......................
5
457,933
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,787
7
Add lines 5 and 6........................
7
466,720
8
Enter qualifying distributions from Part XII, line 4,.............
8
666,930
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,787
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 8,787
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 8,787
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 13,360
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,573
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,573 RefundedBullet 11 0
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 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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    4 River Ridge Lane
    Wilton,CT06897
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    6,978,841
    b
    Average of monthly cash balances.......................
    1b
    458,596
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,437,437
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,437,437
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    111,562
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,325,875
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    366,294
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    366,294
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,787
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,787
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    357,507
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    357,507
    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
    357,507
    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
    666,930
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    666,930
    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
    8,787
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    658,143
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 357,507
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 83,597
    b From 2014...... 65,610
    c From 2015...... 57,880
    d From 2016...... 108,480
    e From 2017...... 73,812
    fTotal of lines 3a through e........ 389,379
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 666,930
    a Applied to 2017, 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 2018 distributable amount..... 357,507
    e Remaining amount distributed out of corpus 309,423
    5 Excess distributions carryover applied to 2018. 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 5 698,802
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		83,597
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		615,205
    10 Analysis of line 9:
    a Excess from 2014.... 65,610
    b Excess from 2015.... 57,880
    c Excess from 2016.... 108,480
    d Excess from 2017.... 73,812
    e Excess from 2018.... 309,423
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 or email address 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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    Access Educational Services Inc
    PO Box 397
    Bridgeport,CT06601     		None PC General Support 25,000
    Bigelow Center for Senior Activities
    100 Mona Terrace
    Fairfield,CT06824     		None PC General 9,000
    Bridge House
    880 Fairfield Ave
    Bridgeport,CT06605     		None PC General 10,000
    Bridgeport Hospital Foundation Inc
    PO Box 5000
    Bridgeport,CT06610     		None PC Norma Pfriem Breast Cancer Center 15,000
    Bridgeport Rescue Mission
    1088 Fairfield Ave
    Bridgeport,CT06605     		None PC General 8,000
    Bullard Haven Technical College
    500 Palisade Avenue
    Bridgeport,CT06610     		None PC Scholarship Fund 10,000
    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 6,000
    Catholic Charities of Fairfield County
    238 Jewett Avenue
    Bridgeport,CT06606     		None PC General 3,000
    Center for Family Justice
    753 Fairfield Ave
    Bridgeport,CT06604     		None PC General 15,000
    Central Park Conservancy
    14 E 60th Street
    New York,NY10022     		None PC General 1,000
    Connecticut Audobon Society
    314 Unquowa Rd
    Fairfield,CT06824     		None PC General 2,000
    Connecticut Challenge
    250 Pequot Avenue
    Southport,CT06890     		None PC Mission Training Center 4,000
    Connecticut Food Bank
    PO Box 8686
    New Haven,CT06531     		None PC General 18,000
    Connecticut Yankee Council
    60 Wellington Rd
    Milford,CT064600032     		None PC 2018 Coastal Fairfield County Scout Breakfast 5,000
    Creative Youth Productions Inc
    23 Cedarhurst Trail
    Sandy Hook,CT06482     		None PC General 25,000
    Domestic Violence Crisis Center
    777 Summer Street
    Stamford,CT06901     		None PC General Support 5,000
    Fairfield Museum and History Center
    370 Beach Road
    Fairfield,CT06824     		None PC General 1,000
    Fairfield Theater Company
    70 Sanford St
    Fairfield,CT06824     		None PC General 2,500
    Fairfield University
    1073 North Benson Rd
    Fairfield,CT068245195     		None PC General Fund 15,000
    Fairfield YMCA
    841 Old Post Road
    Fairfield,CT06824     		None PC 2018 Annual Campaign 14,000
    Foundation for Excellence in Bridgeport Public Schools
    45 Lyon Terrace Room 328
    Bridgeport,CT06604     		None PC General Support 208,916
    Girl Scouts of America
    PO Box 5046
    New York,NY10087     		None PC General Support 9,000
    Grasmere By the Sea
    1 Post Road
    Fairfield,CT06824     		None PC General 7,000
    Greater Bridgeport Symphony
    446 University Ave
    Bridgeport,CT06604     		None PC Rich - 05/08/19 04:09PM Worksheet Grants and Contributions Paid 1,000
    Hole in the Wall Gang
    555 Long Wharf Drive
    New Haven,CT06511     		None PC General Support 2,500
    Homes For the Brave
    655 Park Avenue
    Bridgeport,CT06605     		None PC General Support 2,500
    Homes With Hope
    49 Richmondville Ave Suite 112
    Westport,CT06880     		None PC Rich - 05/08/19 04:09PM Worksheet Grants and Contributions Paid 5,000
    Horizons at GFA
    35 Beachside Ave PO Box 998
    Greens Farms,CT06838     		None Public General 7,000
    Human Services Council of Mid Fairfield County
    One Park St
    Norwalk,CT06851     		None PC General 6,500
    Innocence Project
    100 Fifth Avenue 3rd Floor
    New York,NY10011     		None PC General 10,000
    Janus Center for Youth In Crisis
    180 Fairfield Ave
    Bridgeport,CT06604     		None PC General 5,000
    Joe Torre Safe at Home Foundation
    PO Box 3133 Grand Central Station
    New York,NY10163     		None PC General 5,000
    Kids Empowered By Your Support Inc co K E Y S
    239 Chestnut Hill Rd
    Stamford,CT06903     		None PC General Support 25,000
    LifeBridge Community Services
    475 Clinton Ave
    Bridgeport,CT06605     		None PC General 8,000
    McGivney Community Center
    338 Stillman St
    Bridgeport,CT06608     		None PC General 1,000
    Mercy Learning Center
    637 Park Ave
    Bridgeport,CT06604     		None PC General 10,000
    Neighborhood Studio of Fairfield County
    391 East Washington Ave
    Bridgeport,CT06608     		None PC General 5,000
    Norwalk Community College Foundation Inc
    188 Richards Avenue
    Norwalk,CT06854     		None PC General 10,000
    Norwalk Hospital Foundation
    34 Maple Street
    Norwalk,CT06856     		None PC Norwalk Hospital Community Care Team 10,000
    Operation Hope
    636 Old Post Road
    Fairfield,CT06824     		None PC General Support 9,000
    Pilot House
    PO Box 1553
    Fairfield,CT06825     		None PC General 5,000
    Pivot Ministries Inc
    485 Jane Street
    Bridgeport,CT06608     		None PC General Support 2,500
    Ralphola Taylor Community Center YMCA
    790 Central Ave
    Bridgeport,CT06607     		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 Cancer Care 5,000
    St Vincent's Medical Center Foundation
    2800 Main St
    Bridgeport,CT06606     		None PC SWIM Across the Sound for Prostate Cancer 5,000
    STAR
    182 Wolfpit Avenue
    Norwalk,CT06851     		None PC 2018/2019 Annual Appeal 5,000
    The Workplace
    350 Fairfield Ave 302
    Bridgeport,CT06604     		None PC General Support 1,000
    University of Bridgeport
    126 Park Avenue
    Bridgeport,CT06604     		None PC Bigelow Family Foundation Scholarship Fund 15,000
    University of New Haven
    300 Boston Post Rd
    West Haven,CT06516     		None PC College of Business Dean's Excellence Fund 5,000
    Urban Impact of Black Rock
    PO Box 3716
    Bridgeport,CT06605     		None PC General 2,500
    Wakeman's Boys and Girls Clubs
    2414 Fairfield Ave
    Bridgeport,CT06605     		None PC General 9,000
    YMCA Camp Hi-Rock
    162 East St
    Mt Washington,MA10258     		None PC General 10,000
    Total .................................bullet 3a 643,916
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 5,079  
    4 Dividends and interest from securities....     14 217,057  
    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 ............     		    18 686,230  
    9 Net income or (loss) from special events:     42 -6,569  
    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).. 0 901,797 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    901,797
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    		$ 339,597


    (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

    		$ 15,000


    (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

    		$ 25,000


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

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    New York Yankees  
    One East 161st Street
     
    Bronx, NY10451

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    		 75 shares Alphabet Inc. Class A (GOOGL) $ 83,727 2018-12-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 50 Shares Amazon.com Inc (AMZN) $ 88,618 2018-12-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1000 sh American Tower Corp (AMT) $ 163,080 2018-12-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 600 shares Visa Inc Cl A $ 87,000 2018-12-03
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    DAVID AND EUNICE BIGELOW FOUNDATION
          		Employer identification number

    06-1535327
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN:
    06-1535327
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100M ADT Corp 3.5% 7/15/22 87,625 92,500
    100M AMC Networks Inc 4.75% 12/15/21 101,284 96,875
    100M Ashland Inc 4.75% 8/15/22 99,687 98,500
    25M Ashland Inc 6.5% 6/30/29 25,462 24,875
    15M Ball Corp 4% 11/15/23 13,641 14,531
    100M Ball Corp 5.0% 3/15/2022 101,445 101,375
    50M Carpenter Technology 5.20% 7/15/2021 50,951 50,937
    25M Cinemark USA Inc 4.875% due 6/01/2023 24,627 23,938
    75M Cinemark USA Inc 5.125% due 12/15/2022 76,788 73,594
    100M Clean Harbor 5.125% 06/01/2021 100,446 99,250
    75M Dell Inc 4.625% 4/01/2021 77,877 73,313
    100M Dell Inc 5.875% 6/15/2019 103,737 100,000
    100M Dow Chemical Co 4.25% due 9/15/23 101,199 99,986
    80M Dow Chemical Co 4.30% due 9/15/23 80,807 79,997
    93M Energy Transfer EQ 5.875% 1/15/2024 93,731 94,860
    50M Energy Transfer EQ 7.500% 10/15/2020 52,765 52,250
    50M Ford Motor Credit 3.65% 2/20/23 50,275 47,323
    25M Ford Motor Credit 4.25% 9/20/2022 25,456 24,016
    100M JP Morgan Chase 2.75% 6/23/2000 99,289 99,348
    100M Lear Corp 5.25% due 01/15/2025 104,471 102,500
    25M Lear Corp 5.375% 03/15/2024 25,815 25,500
    110M Levi Strauss 5% due 5/1/2025 114,703 107,250
    120M Mastec Inc 4.875% 3/15/2023 117,820 116,400
    85M Motorola Solutions 3.75% 5/15/2022 84,069 83,892
    121M Oshkosh Corp 5.375% 3/01/2025 125,332 121,454
    75M Royal Caribbean Cruises 5.250% 11/15/2022 74,149 77,719
    20M Service Corp Intl 4.5% 11/15/2020 19,795 19,850
    105M Service Corp Intl 8% 11/15/2021 120,394 111,300
    70M Servicemaster Co 7.45% 8/15/2027 74,010 71,925
    50M Spectrum Brands 6.625% 11/15/2022 52,232 50,938
    50M Sprint Aerosyss 3.95% 6/15/2023 50,137 49,866
    20M Tenneco Inc 5.000% 7/15/2016 19,657 15,350
    120M Tenneco Inc 6.875% 12/15/2020 125,332 103,950
    70M Time Warner Cable 8.75% 02/14/2019 83,133 70,439
    125M Treehouse Foods 4.875% 3/15/2022 127,204 123,281
    50M Tupperware 4.75% 6/1/2021 51,754 50,812
    125M United Rentals 5.75% 11/15/2024 130,186 120,312
    35M Weyerhauser Co 7.125% 07/15/2023 41,090 38,838
    150M William Carter 5.25% 8/15/21 155,725 149,250

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN:
    06-1535327
    Name of Stock End of Year Book Value End of Year Fair Market Value
    600 Airproducts & Chemicals 96,987 96,030
    75 Alphabet Inc Cl A 22,456 78,372
    75 Alphabet Inc Cl C 18,646 77,671
    70 Amazon Inc 20,288 105,138
    650 Apple Inc 21,810 102,531
    1200 Aptiv PLC 102,581 73,884
    500 Berkshire Hathaway Cl B 19,669 102,090
    235 Boeing Co 78,824 75,788
    72 Booking Holdings Inc 99,262 124,014
    1100 Celgene Corp 39,664 70,499
    1200 Cognizant Tech Solutions 15,770 76,176
    400 Core Laboratories 35,120 23,864
    550 Deere & Co 46,115 82,044
    255 Edwards Life Sciences 35,049 39,058
    350 EPAM Systems 41,244 40,604
    400 Facebook Inc Cl A 29,930 52,436
    1000 Iquvia Holdings Inc 50,867 116,170
    800 Jacobs Engineering Group 4,412 46,768
    1200 Kansas City Southern 88,887 114,540
    1080 Nike Inc Cl B 56,185 80,071
    2400 Norwegian Cruise Line 115,295 101,736
    500 Palo Alto Networks 75,482 94,175
    1300 Paypal Holdings Inc 14,134 109,317
    700 Pepsico Inc 37,215 77,336
    3500 Quanta Services Inc 75,729 105,350
    100 Regeneron Pharmacueticals 46,751 37,350
    800 Resmed Inc 7,792 91,096
    2300 Starbucks Corp 125,251 148,120
    700 United Parcel Service 43,166 68,271
    850 Veeva Systems Inc 71,127 75,922
    1080 Visa Inc Cl A 15,105 142,495
    1200 Walt Disney Co 127,728 131,580
    4890 Allstate Corp 6.25% Pfd 126,191 123,717
    4500 Charles Schwab C 6.0% Pfd 115,893 114,255
    5000 Digital Real 5.875% Pfd 128,825 126,050
    5943 State Street Corp 6% Pfd 157,472 149,526

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN:
    06-1535327
    US Government Securities - End of Year Book Value:

    99,810
    US Government Securities - End of Year Fair Market Value:

    99,906
    State & Local Government Securities - End of Year Book Value:


    495,715
    State & Local Government Securities - End of Year Fair Market Value:


    489,090


    TY 2018 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
    300 American Tower Corp REIT AT COST 21,314 47,457

    TY 2018 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
    Road Race Related Expenses 22,984 0   22,984
    Bank Service Charges 30 0   30


    TY 2018 OtherIncomeSchedule2
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN:
    06-1535327
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Gross Income from Special Fundraising Events 16,416   16,416


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    DAVID AND EUNICE BIGELOW FOUNDATION
    EIN:
    06-1535327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Fees 29,488 29,488   0


    TY 2018 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 13,331 0   0
    Foreign Taxes 132 132   0