Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,597,225J 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) 469,350
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,467 6,467  
4 Dividends and interest from securities... 273,686 273,686  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 317,456
b Gross sales price for all assets on line 6a 1,673,722
7 Capital gain net income (from Part IV, line 2)... 317,456
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
List of Attached Documents:
// Content
61,397 8,082  
12 Total. Add lines 1 through 11........ 1,128,356 605,691  
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
List of Attached Documents:
// Content
42,472 42,472   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,350 1,350   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
List of Attached Documents:
// Content
33,478 0   33,478
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,300 43,822   33,478
25 Contributions, gifts, grants paid....... 860,000 860,000
26 Total expenses and disbursements. Add lines 24 and 25 937,300 43,822   893,478
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 191,056
b Net investment income (if negative, enter -0-) 561,869
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. -58,885 -165,073 -165,073
2 Savings and temporary cash investments......... 221,807 521,120 521,120
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 73,088 Click to see attachment
List of Attached Documents:
// Content
170,169 		170,888
b Investments—corporate stock (attach schedule)....... 4,364,842 Click to see attachment
List of Attached Documents:
// Content
4,447,673 		7,803,592
c Investments—corporate bonds (attach schedule)....... 3,453,998 Click to see attachment
List of Attached Documents:
// Content
3,272,017 		3,137,170
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 83,976 Click to see attachment
List of Attached Documents:
// Content
83,976 		129,528
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,138,826 8,329,882 11,597,225
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,138,826 8,329,882
29 Total net assets or fund balances (see instructions)..... 8,138,826 8,329,882
30 Total liabilities and net assets/fund balances (see instructions). 8,138,826 8,329,882
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,138,826
2
Enter amount from Part I, line 27a .....................
2
191,056
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,329,882
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,329,882
Form 990-PF (2023)
Form 990-PF (2023)
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 Gain/Loss      
b Schwab - LT Gain/Loss      
c Capital Gains Dividends P    
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 330,029   296,469 33,560
b 1,337,291   1,059,797 277,494
c 6,402     6,402
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       33,560
b       277,494
c       6,402
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 2 317,456
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,810
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 7,810
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 7,810
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,469
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,400
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,869
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 30
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 29
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow29 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrowN/A
14
The books are in care ofright arrowGunn Godfrey and Allison Telephone no.right arrow (203) 227-7470

Located atright arrow134 East AveNorwalkCT ZIP+4right arrow06851
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
Eunice J Bigelow President
0.00 		0 0 0
284 Hemlock Road
Fairfield,CT06824
Cynthia R Bigelow VP/Treasurer
0.00 		0 0 0
284 Hemlock Road
Fairfield,CT06824
David L Godfrey Secretary
0.00 		0 0 0
134 East Ave
Norwalk,CT06851
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
10,899,134
b
Average of monthly cash balances.......................
1b
161,661
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,060,795
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
11,060,795
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
165,912
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,894,883
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
544,744
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
544,744
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,810
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,810
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
536,934
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
536,934
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 XII, line 1 ...
7
536,934
Part XI
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
893,478
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
893,478
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 536,934
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 309,423
b From 2019...... 265,249
c From 2020......  
d From 2021...... 645,760
e From 2022...... 358,105
f Total of lines 3a through e ........ 1,578,537
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 893,478
a Applied to 2022, 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 2023 distributable amount..... 536,934
e Remaining amount distributed out of corpus 356,544
5 Excess distributions carryover applied to 2023. 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 1,935,081
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		309,423
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,625,658
10 Analysis of line 9:
a Excess from 2019.... 265,249
b Excess from 2020....  
c Excess from 2021.... 645,760
d Excess from 2022.... 358,105
e Excess from 2023.... 356,544
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
Eunice J 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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ABCD Inc

1070 Park Avenue
Bridgeport,CT06604 		None PC Total Learning Program 5,000

Access Educational Services Inc

PO Box 397
Bridgeport,CT06601 		None PC STEM Programs 2023 Donation 30,000

Bigelow Center for Senior Activities

100 Mona Terrace
Fairfield,CT06824 		None PC General 10,000

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 18,000

Bridgeport Hospital Foundation Inc

PO Box 5000
Bridgeport,CT06610 		None PC General 15,000

Bridgeport Rescue Mission

1088 Fairfield Ave
Bridgeport,CT06605 		None PC General 10,000

Bullard Haven Technical High School

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 8,000

Caroline House

574 Stillman St
Bridgeport,CT06608 		None PC General 8,000

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 Empower House Project 15,000

Central Park Conservancy

14 E 60th Street
New York,NY10022 		None PC General 1,000

Connecticut Audubon Society

314 Unquowa Rd
Fairfield,CT06824 		None PC General 2,500

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 15,000

Connecticut Yankee Council

60 Wellington Rd
Milford,CT064600032 		None PC General 10,000

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 5,000

Fairfield Museum and History Center

370 Beach Road
Fairfield,CT06824 		None PC General 1,500

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 2023 Annual Campaign 15,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Arts-Summer FAME-2023 Donation 45,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Girls Who Code Summer Program - 2023 Donation 60,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Coding Summer Boys-2023 Donation 53,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Coding Elementary After School-2023 Donation 66,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Robotics High School Girls Summer - 2023 Donation 53,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Coding Year Long-2023 Donation 60,000

Girl Scouts of Connecticut

340 Washington Street
Hartford,CT06106 		None PC General Support 5,000

Grasmere By the Sea

1 Post Road
Fairfield,CT06824 		None PC General 7,000

Greater Bridgeport Symphony

446 University Ave
Bridgeport,CT06604 		None PC General 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 General 2,500

Horizons at GFA

35 Beachside Ave PO Box 998
Greens Farms,CT06838 		None PC General 12,000

Housatonic Community College Foundation

900 Lafayette Boulevard
Bridgeport,CT06604 		None PC General 15,000

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

Kennedy Collective

2440 Reservoir Avenue
Trumbull,CT06611 		None PC General Support 5,000

Kids Empowered By Your Support Inc co K E Y S

PO Box 532
New Canaan,CT06840 		None PC Support for Tisdale Elementary Grant, Virtual Teaching, and Instrument support 60,000

LifeBridge Community Services

475 Clinton Ave
Bridgeport,CT06605 		None PC General 3,000

McGivney Community Center

338 Stillman St
Bridgeport,CT06608 		None PC General 2,000

Mercy Learning Center

637 Park Ave
Bridgeport,CT06604 		None PC General 2,000

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 15,000

Operation Hope

636 Old Post Road
Fairfield,CT06824 		None PC General Support 10,000

Pilot House

PO Box 1553
Fairfield,CT06825 		None PC General 5,000

Pivot Ministries Inc

485 Jane Street
Bridgeport,CT06608 		None PC General Support 8,000

Ralphola Taylor Community Center YMCA

790 Central Ave
Bridgeport,CT06607 		None PC General 6,000

Sacred Heart University

5151 Park Avenue
Fairfield,CT06825 		None PC General Support 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

St Vincent's Medical Center Foundation

2800 Main St
Bridgeport,CT06606 		None PC The D & E Bigelow Foundation Mission Fund 15,000

STAR Inc

182 Wolfpit Avenue
Norwalk,CT06851 		None PC General Support 5,000

The Nature Conservancy in Connecticut

55 Church St Third Floor
New Haven,CT06510 		None PC General Support 1,000

The Workplace

350 Fairfield Ave 302
Bridgeport,CT06604 		None PC General Support 1,000

University of New Haven

300 Boston Post Rd
West Haven,CT06516 		None PC ML McLaughlin Scholarship Endowed Fund 10,000

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

Yale Medical Center

40 Temple Street Suite 1A
New Haven,CT06510 		None PC Closer to Free Bike Ride 5,000

YMCA Camp Hi-Rock

162 East St
Mt Washington,MA10258 		None PC General 12,000
Total .................................right arrow 3a 860,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 6,467  
4 Dividends and interest from securities ....     14 273,686  
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 .....     14 8,082  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 317,456  
9 Net income or (loss) from special events:     42 19,852  
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) .. 0 625,543 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
625,543
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DAVID AND EUNICE BIGELOW FOUNDATION
  		Employer identification number
06-1535327
Part I
Contributors
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
D E Realty LLC
134 East Ave
 
Norwalk, CT06851

$ 300,000


(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

$ 19,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
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
4
Wausau Container Corporation
8000 Highland Dr PO Box 1285
 
Wausau, WI544021285

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
Procyon Partners LLC
1 Corporate Drive Suite 225
 
Shelton, CT06484

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
C H Robinson
14701 Charlson Road
 
Eden Prairie, MN553475076

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
DAVID AND EUNICE BIGELOW FOUNDATION
  		Employer identification number
06-1535327
Part I
Contributors
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
IMS Avalanche Swiss Granola
2 Corporate Dr 136
 
Shelton, CT06484

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
Tugboat Creative Works
1210 Unquowa Road W
 
Fairfield, CT06824

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
Amcor Flexibles North America
100 Wilshire Boulevard
 
Edgewood, NY117178302

$ 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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Name of Bond End of Year Book Value End of Year Fair Market Value
140M AMC Networks Inc 4.75% 12/15/21 143,612 135,800
50M American Electric Power 2.031% 3/15/2024 48,080 49,586
200M Ashland Global Inc 6.5% 6/30/29 211,461 185,452
90M Ball Corp 4.875% due 3/15/26 89,778 88,987
150M Black Hills Corp 1.037% 8/23/24 140,833 145,550
175M Carpenter Technology 6.375% Bonds 7/15/28 190,323 173,687
200M Central Garden 5.125% bonds due 2/01/28 211,940 194,000
150M Dell Technologies 7.1% due 4/15/28 162,997 161,625
175M Delta Air Lines 2.90% bonds 10/28/2024 159,275 170,406
25M Delta Air Lines 7.375% Bonds 1/15/2026 25,579 25,844
118M Energy Transfer EQ 5.875% 1/15/2024 118,884 117,999
25M Ford Motor Credit 4.00% 6/20/2027 25,177 23,177
50M Ford Motor Credit 4.134% 8/04/2025 50,038 48,580
25M Ford Motor Credit 5.125% 6/16/2025 25,745 24,633
190M Hillenbrand Inc 5.75% 6/15/2025 203,002 188,813
150M Ipalco Enterprises 3.70% 9/01/2024 145,926 147,000
150M Revvity Inc .85% 9/15/2024 23,134 24,138
150M Scotts Miracle Gro 4.5% 10/15/2029 153,115 133,875
30M Scotts Miracle Gro 5.25% 12/15/2026 30,755 29,063
50M Service Corp Intl 5.125% Bonds 6/01/2029 55,569 49,000
75M Spectra Energy 4.75% 3/15/2024 74,365 74,803
50M Spirit Aerosystems 3.85% 6/15/26 47,680 48,000
25M Sprint Corp 7.125% 6/15/2024 25,619 25,063
150M Sprint Corp 7.625% 2/15/2025 154,961 152,670
177M Teleflex Inc 4.625% bonds due 11/15/2027 185,586 172,132
175M Treehouse Foods 4.0% bonds due 9/1/2028 176,448 154,656
170M United Rentals 5.5% 05/15/2027 160,671 155,000
50M Ball Corp 5.25% 07/01/25 49,349 49,750
100M Constellation Brands 3.25% 06/01/25 95,538 97,139
25M Ford Motor Credit 3.35% 5/26/2026 22,623 23,374
25M Ford Motor Credit 7% 8/20/2026 24,921 25,096
50M Southwest Gas Hol 2.2% 06/15/2030 39,033 42,272

TY 2023 InvestmentsCorpStockSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Name of Stock End of Year Book Value End of Year Fair Market Value
1000 3D Systems Corp 110,574 38,100
600 Airproducts & Chemicals 129,220 191,660
3100 Alphabet Inc Cl A 166,150 433,039
1200 Amazon Inc 24,617 182,328
1700 Apple Inc 14,260 327,301
1350 Aptiv PLC 138,051 143,552
4000 Atlantica Sustainable 124,000 86,000
500 Berkshire Hathaway Cl B 19,669 178,330
85 Booking Holdings Inc 116,103 301,514
4000 Brookfield Renewable Corp 152,274 115,160
750 Deere & Co 67,325 299,903
500 Docusign Inc 84,561 29,725
600 Ecolab Inc 107,553 119,010
1140 Edwards Life Sciences 56,904 86,925
700 Globus Medical Inc 46,870 37,303
1200 Iquvia Holdings Inc 61,815 277,656
450 Intuitive Surgical New 70,617 151,812
1600 Jacobs Solutions Inc 67,499 207,680
675 Meta Platforms Inc 73,510 238,923
1500 Nike Inc Cl B 96,415 162,855
325 Nvidia Corp 52,759 160,946
675 Palo Alto Networks 31,798 199,044
1800 Paypal Holdings Inc 89,062 110,538
1000 Pepsico Inc 72,242 169,840
1000 Quanta Services Inc 19,164 215,800
360 Regeneron Pharmacueticals 145,336 316,184
1000 Resmed Inc 54,686 172,020
900 Splunk Inc 97,566 137,115
1800 Starbucks Corp 99,682 172,818
4800 Uber Technologies Inc 155,479 295,536
1300 United Parcel Service 104,143 204,399
600 Veeva Systems Inc 59,237 115,512
1025 Visa Inc Cl A 15,017 266,859
1600 Walt Disney Co 168,976 144,464
450 Zebra Technologies Corp A 80,629 122,998
6757 AT&T Inc 5% Pfd Ser A 172,920 141,829
9978 Brookfield Infra Ptrs LP 5% Pfd 161,804 158,750
6629 Charles Schwab C 5.95% Pfd 166,673 166,388
7250 Digital Real 5.85% Pfd 189,145 180,163
5000 JPMorgan Chase 5.75% Pfd Ser D 123,249 125,000
2000 Metlife Inc 5.625% Pfd 50,671 48,580
7000 Wells Fargo 6.625% Pfd 174,833 175,630
4500 Chewy Inc 144,299 106,335
4800 Sphere Entertainment Co 167,313 163,008
2000 State Street Corp 5.90% Pfd 48,979 50,060
3000 The Hartford Fncl 6% Pfd 74,024 75,000

TY 2023 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:


170,169
State & Local Government Securities - End of Year Fair Market Value:


170,888


TY 2023 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
600 American Tower Corp REIT AT COST 83,976 129,528

TY 2023 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 33,463 0   33,463
Bank Service Charges 15 0   15


TY 2023 OtherIncomeSchedule2
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 - Guaranteed Pmts 7,957 7,957 7,957
Other Portfolio Income 125 125 125
Gross Income from Special Fundraising Events 53,315   53,315


TY 2023 OtherProfessionalFeesSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Fees 42,472 42,472   0


TY 2023 TaxesSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 1,350 1,350   0