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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$12,584,222J 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) 433,873
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,157 12,157  
4 Dividends and interest from securities... 275,993 275,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307,932
b Gross sales price for all assets on line 6a 3,218,261
7 Capital gain net income (from Part IV, line 2)... 307,932
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
35,349 12,473  
12 Total. Add lines 1 through 11........ 1,065,304 608,555  
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
45,559 45,559   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,711 1,420   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
29,751 0   29,751
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,021 46,979   29,751
25 Contributions, gifts, grants paid....... 1,026,500 1,026,500
26 Total expenses and disbursements. Add lines 24 and 25 1,109,521 46,979   1,056,251
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -44,217
b Net investment income (if negative, enter -0-) 561,576
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. -165,073 -111,017 -111,017
2 Savings and temporary cash investments......... 521,120 100,129 100,129
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) 170,169 Click to see attachment
List of Attached Documents:
// Content
82,505 		84,062
b Investments—corporate stock (attach schedule)....... 4,447,673 Click to see attachment
List of Attached Documents:
// Content
3,873,580 		8,309,176
c Investments—corporate bonds (attach schedule)....... 3,272,017 Click to see attachment
List of Attached Documents:
// Content
4,107,632 		4,013,786
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
170,950 		188,086
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) 8,329,882 8,223,779 12,584,222
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 8,329,882 8,223,779
29 Total net assets or fund balances (see instructions)..... 8,329,882 8,223,779
30 Total liabilities and net assets/fund balances (see instructions). 8,329,882 8,223,779
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
8,329,882
2
Enter amount from Part I, line 27a .....................
2
-44,217
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,285,665
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
61,886
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,223,779
Form 990-PF (2024)
Form 990-PF (2024)
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 - Public Traded Sec      
b Schwab - LT Gain/Loss - Public Traded Sec      
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 616,703   555,637 61,066
b 2,599,094   2,354,692 244,402
c 2,464     2,464
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       61,066
b       244,402
c       2,464
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 2 307,932
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 7,806
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 7,806
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 7,806
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,920
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 3,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 153
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,039
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
12,023,466
b
Average of monthly cash balances.......................
1b
395,745
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,419,211
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
12,419,211
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
186,288
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,232,923
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
611,646
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
611,646
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,806
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,806
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
603,840
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
603,840
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
603,840
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
1,056,251
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
1,056,251
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 603,840
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 265,249
b From 2020......  
c From 2021...... 645,760
d From 2022...... 358,105
e From 2023...... 356,544
f Total of lines 3a through e ........ 1,625,658
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,056,251
a Applied to 2023, 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 2024 distributable amount..... 603,840
e Remaining amount distributed out of corpus 452,411
5 Excess distributions carryover applied to 2024. 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 2,078,069
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		265,249
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,812,820
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 645,760
c Excess from 2022.... 358,105
d Excess from 2023.... 356,544
e Excess from 2024.... 452,411
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 2024 Donation 30,000

Albertus Magnus College

700 Prospect Street
New Haven,CT06511 		None PC General 5,000

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 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 9,000

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 2,000

Connecticut Audubon Society

314 Unquowa Rd
Fairfield,CT06824 		None PC General 5,000

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 5,000

Connecticut Foodshare

2 Research Parkway
Wallingford,CT06492 		None PC General 10,000

Connecticut Yankee Council

60 Wellington Rd
Milford,CT064600032 		None PC General 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 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 2024 Annual Campaign 15,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Arts-Summer FAME-2024 Donation 50,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Girls Who Code Summer Program - 2024 Donation 60,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Coding Summer Boys-2024 Donation 53,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Coding Elementary After School-2024 Donation 66,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Robotics High School Girls Summer - 2024 Donation 53,000

Foundation for Excellence in Bridgeport Public Schools

45 Lyon Terrace Room 328
Bridgeport,CT06604 		None PC Coding Year Long-2024 Donation 60,000

Girl Scouts of Connecticut

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

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

Journalism Refugees Education Fund

620 8th Avenue 13th Floor
New York,NY10018 		  PC General 500

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 Jettie Tisdale School program, 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

Mozaic Adult Day Program

4200 Park Avenue
Bridgeport,CT06604 		  PC General 7,000

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 General Support 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 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 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 2,500

Yale Cancer Center

PO Box 208028
New Haven,CT06520 		None PC David C Bigelow Cancer Research Fund 100,000

YMCA Camp Hi-Rock

162 East St
Mt Washington,MA10258 		None PC Capital Campaign / General 62,000
Total .................................right arrow 3a 1,026,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 12,157  
4 Dividends and interest from securities ....     14 275,993  
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 12,473  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 307,932  
9 Net income or (loss) from special events:     42 -6,874  
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) .. 0 601,681 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
601,681
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) 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
D E Realty LLC
134 East Ave
 
Norwalk, CT06851

$ 150,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Eunice Bigelow
5 Broadview Road
 
Westport, CT06880

$ 101,773


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
AmGraph
90 Versailles Road
 
Versailles, CT06383

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
16W Marketing LLC
75 Union Ave 2nd Floor
 
Rutherford, NJ07070

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
Wausau Container Corporation
8000 Highland Dr PO Box 1285
 
Wausau, WI544021285

$ 17,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
Procyon Partners LLC
1 Corporate Drive Suite 225
 
Shelton, CT06484

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
DAVID AND EUNICE BIGELOW FOUNDATION
  		Employer identification number
06-1535327
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
C H Robinson
14701 Charlson Road
 
Eden Prairie, MN553475076

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
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
9
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
10
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
11
Clarity Software Solutions
92 Wall St Suite 1
 
Madison, CT06443

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
Halsey Associates
23 Broad Street
 
Westerly, RI02891

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
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
13
JOH Specialty Foods
One Progress Road
 
Billerica, MA01821

$ 5,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
2
 2000 sh AMTM, 600 sh CP, 25 sh EVR (cost $39,887 FMV $101,773) $ 101,773  
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


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Software Version:  

TY 2024 InvestmentsCorpBondsSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Name of Bond End of Year Book Value End of Year Fair Market Value
American Electric Power 5.20% 1/15/2029 - 50M 49,960 50,435
Arizona Public SE 6.35% 12/15/2032 - 150M 155,269 159,007
Ashland Global Inc 6.5% 6/30/29 - 200M 211,461 199,468
Ball Corp 6% 6/15/29 - 125M 126,079 125,625
Black Hills Corp 3.950% 1/15/26 - 75M 74,193 74,227
Black Hills Corp 6.150% 5/15/34 - 100M 103,611 104,354
Carpenter Technology 6.375% Bonds 7/15/28 - 190M 205,407 189,525
Central Garden 5.125% bonds due 2/01/28 - 200M 211,940 195,000
Constellation Brands 5.0% 02/02/26 - 150M 148,487 149,810
Constellation Energy 3.25% 06/01/25 - 150M 144,374 148,939
Dell Technologies 7.1% due 4/15/28 - 150M 162,997 159,747
Delta Air Lines 3.755% bonds 10/28/2029 - 75M 70,211 69,750
Delta Air Lines 7.375% Bonds 1/15/2026 - 100M 102,446 101,750
FFCB 5.58% 8/19/32 - 150M 150,233 149,867
Fluor Corp 4.25% 9/15/28 - 50M 46,845 47,500
Ford Motor Credit 3.35% 5/26/2026 - 25M 22,623 24,168
Ford Motor Credit 4.00% 6/20/2027 - 25M 25,177 24,024
Ford Motor Credit 4.134% 8/04/2025 - 50M 50,038 49,640
Ford Motor Credit 5.050% 9/20/2028 - 25M 24,994 24,428
Ford Motor Credit 5.125% 6/16/2025 - 25M 25,745 24,974
Hillenbrand Inc 6.25% 2/15/2029 - 132M 131,650 131,670
Huntington Inga 3.844% 5/01/2025 - 150M 147,731 149,403
Ipalco Enterprises 4.25% 5/01/2030 - 175M 162,344 164,719
PNM Resources 3.85% 8/01/2025 - 145M 142,527 143,856
Quorvo Inc 4.375% 10/15/2029 - 150M 141,198 140,438
Scotts Miracle Gro 4.5% 10/15/2029 -1500M 153,115 138,000
Scotts Miracle Gro 5.25% 12/15/2026 - 30M 30,755 29,400
Service Corp Intl 4.0% Bonds 5/15/2031 -50M 44,840 44,437
Service Corp Intl 5.125% Bonds 6/01/2029 -50M 55,569 48,375
Southwest Airlines 3.45% 11/16/2027 - 100M 96,080 95,974
Southwest Gas Hol 2.2% 06/15/2030 - 50M 39,033 43,262
Spectra Energy 3.5% 3/15/2025 - 75M 73,613 74,767
Spirit Aerosystems 3.85% 6/15/26 - 50M 47,680 48,625
Teleflex Inc 4.625% bonds due 11/15/2027 - 200M 207,582 193,250
T-Mobil USA Inc 4.75% bonds due 2/1/2028 134,225 134,156
Treehouse Foods 4.0% bonds due 9/1/2028 - 175M 176,448 158,375
Tuscon Electric Power 5.20% 9/15/2023 - 50M 50,481 49,003
United Rentals 5.5% 05/15/2027 - 170M 160,671 153,838

TY 2024 InvestmentsCorpStockSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Name of Stock End of Year Book Value End of Year Fair Market Value
Airproducts & Chemicals - 700 sh 129,220 203,028
Alphabet Inc Cl A -2100 sh 76,342 397,530
Amazon Inc - 1200 sh 24,617 263,268
Apple Inc - 1500 sh 12,582 375,630
AT&T Inc 5% Pfd Ser A - 6757 sh 172,920 142,167
Berkshire Hathaway Cl B 500 sh 19,669 226,640
Booking Holdings Inc - 85 sh 116,103 422,316
Brookfield Infra Ptrs LP 5% Pfd - 9978 sh 161,804 170,823
Brookfield Renewable Corp - 4000 sh 152,274 110,640
Charles Schwab C 5.95% Pfd - 6629 sh 166,673 166,388
Chewy Inc - 6000 sh 170,954 200,940
Deere & Co - 750 sh 67,325 317,775
Digital Real 5.85% Pfd - 7250 sh 189,145 169,868
Docusign Inc - 500 sh 84,561 44,970
Eaton Corp PLC - 150 sh 40,313 49,780
Ecolab Inc - 550 sh 96,664 128,876
Edwards Life Sciences - 1250 sh 63,685 92,537
Evercore Partners Inc A - 25 sh 578 6,930
Globus Medical Inc - 700 sh 46,870 57,897
Intuitive Surgical New - 325 sh 51,001 169,637
Iquvia Holdings Inc - 1200 sh 61,815 235,812
Jacobs Solutions Inc - 1600 sh 55,989 213,792
JPMorgan Chase 5.75% Pfd Ser D - 5000 sh 123,249 125,850
Meta Platforms Inc - 600 sh 61,452 351,306
Metlife Inc 5.625% Pfd - 2000 sh 50,671 47,080
Nike Inc Cl B - 1800 sh 124,236 136,206
Nvidia Corp - 2500 sh 40,024 335,725
Palo Alto Networks - 1000 sh 23,436 181,960
Paypal Holdings Inc - 1600 sh 67,249 136,560
Penumbra Inc - 200 sh 38,107 47,496
Pepsico Inc - 1000 sh 72,242 152,060
Quanta Services Inc - 1000 sh 19,164 316,050
Regeneron Pharmacueticals - 300 sh 116,774 213,699
Resmed Inc - 900 sh 38,160 205,821
Snowflake Inc Cl A - 825 sh 120,781 127,388
Sphere Entertainment Co - 4800 sh 167,313 193,536
Starbucks Corp - 1800 sh 99,682 164,250
The Hartford Fncl 6% Pfd - 5000 sh 123,770 124,850
Uber Technologies Inc - 4800 sh 155,479 289,536
United Parcel Service - 700 sh 43,166 88,270
Veeva Systems Inc - 700 sh 77,164 147,175
Visa Inc Cl A - 1025 sh 15,017 323,941
Walt Disney Co - 1600 sh 168,976 178,160
Xylem - 700 sh 85,735 81,214
Zebra Technologies Corp A - 450 sh 80,629 173,799

TY 2024 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:


82,505
State & Local Government Securities - End of Year Fair Market Value:


84,062


TY 2024 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
Alexandria Real Estate E REIT AT COST 86,974 78,040
American Tower Corp REIT - 600 Sh AT COST 83,976 110,046

TY 2024 OtherDecreasesSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Description Amount
Unrealized Gain on Donated Securities 61,886


TY 2024 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 29,559 0   29,559
Bank Service Charges 192 0   192


TY 2024 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 12,473 12,473 12,473
Gross Income from Special Fundraising Events 22,876   22,876


TY 2024 OtherProfessionalFeesSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Fees 45,559 45,559   0


TY 2024 TaxesSchedule
Name:
DAVID AND EUNICE BIGELOW FOUNDATION
EIN:
06-1535327
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 1,420 1,420   0
Federal Excise Tax 6,291 0   0