2024-06-12T10:46:18-05:00 2023-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2023-01-01 061535327 DAVID AND EUNICE BIGELOW FOUNDATION DAVI 2032277470 134 East Ave Norwalk CT 06851 David Godfrey Secretary 2032277470 2024-06-10 1 David Godfrey 999009999 1 David L Godfrey P00232920 2032277470 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 11597225 X 469350 6467 6467 273686 273686 317456 1673722 317456 61397 8082 1128356 605691 0 0 0 42472 42472 0 1350 1350 0 33478 0 33478 77300 43822 33478 860000 860000 937300 43822 893478 191056 561869 -58885 -165073 -165073 221807 521120 521120 73088 170169 170888 4364842 4447673 7803592 3453998 3272017 3137170 83976 83976 129528 8138826 8329882 11597225 0 0 X 0 0 0 0 8138826 8329882 8138826 8329882 8138826 8329882 8138826 191056 0 8329882 0 8329882 Schwab - ST Gain/Loss 330029 296469 33560 33560 Schwab - LT Gain/Loss 1337291 1059797 277494 277494 Capital Gains Dividends P 6402 6402 6402 317456 7810 0 7810 0 7810 5469 0 2400 0 7869 30 29 29 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A Gunn Godfrey and Allison 2032277470 134 East Ave Norwalk CT 06851 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Eunice J Bigelow 284 Hemlock Road Fairfield CT 06824 President 0.00 0 0 0 Cynthia R Bigelow 284 Hemlock Road Fairfield CT 06824 VP/Treasurer 0.00 0 0 0 David L Godfrey 134 East Ave Norwalk CT 06851 Secretary 0.00 0 0 0 NONE 0 NONE 0 0 10899134 161661 0 11060795 0 0 11060795 165912 10894883 544744 544744 7810 7810 536934 0 536934 0 536934 893478 0 893478 536934 0 0 309423 265249 645760 358105 1578537 893478 0 0 0 536934 356544 0 0 1935081 0 0 0 0 0 0 309423 1625658 265249 645760 358105 356544 Eunice J Bigelow X ABCD Inc 1070 Park Avenue Bridgeport CT 06604 None PC Total Learning Program 5000 Access Educational Services Inc PO Box 397 Bridgeport CT 06601 None PC STEM Programs 2023 Donation 30000 Bigelow Center for Senior Activities 100 Mona Terrace Fairfield CT 06824 None PC General 10000 Bridge House 880 Fairfield Ave Bridgeport CT 06605 None PC General 10000 Bridgeport Hospital Foundation Inc PO Box 5000 Bridgeport CT 06610 None PC Norma Pfriem Breast Cancer Center 18000 Bridgeport Hospital Foundation Inc PO Box 5000 Bridgeport CT 06610 None PC General 15000 Bridgeport Rescue Mission 1088 Fairfield Ave Bridgeport CT 06605 None PC General 10000 Bullard Haven Technical High School 500 Palisade Avenue Bridgeport CT 06610 None PC Scholarship Fund 10000 Burroughs Community Center 2470 Fairfield Avenue Bridgeport CT 06605 None PC General 6000 Cardinal Shehan Center 1494 Main St Bridgeport CT 06604 None PC General 8000 Caroline House 574 Stillman St Bridgeport CT 06608 None PC General 8000 Catholic Charities of Fairfield County 238 Jewett Avenue Bridgeport CT 06606 None PC General 3000 Center for Family Justice 753 Fairfield Ave Bridgeport CT 06604 None PC Empower House Project 15000 Central Park Conservancy 14 E 60th Street New York NY 10022 None PC General 1000 Connecticut Audubon Society 314 Unquowa Rd Fairfield CT 06824 None PC General 2500 Connecticut Challenge 250 Pequot Avenue Southport CT 06890 None PC Mission Training Center 4000 Connecticut Food Bank PO Box 8686 New Haven CT 06531 None PC General 15000 Connecticut Yankee Council 60 Wellington Rd Milford CT 064600032 None PC General 10000 Creative Youth Productions Inc 23 Cedarhurst Trail Sandy Hook CT 06482 None PC General 25000 Domestic Violence Crisis Center 777 Summer Street Stamford CT 06901 None PC General 5000 Fairfield Museum and History Center 370 Beach Road Fairfield CT 06824 None PC General 1500 Fairfield Theater Company 70 Sanford St Fairfield CT 06824 None PC General 2500 Fairfield University 1073 North Benson Rd Fairfield CT 068245195 None PC General Fund 15000 Fairfield YMCA 841 Old Post Road Fairfield CT 06824 None PC 2023 Annual Campaign 15000 Foundation for Excellence in Bridgeport Public Schools 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC Arts-Summer FAME-2023 Donation 45000 Foundation for Excellence in Bridgeport Public Schools 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC Girls Who Code Summer Program - 2023 Donation 60000 Foundation for Excellence in Bridgeport Public Schools 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC Coding Summer Boys-2023 Donation 53000 Foundation for Excellence in Bridgeport Public Schools 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC Coding Elementary After School-2023 Donation 66000 Foundation for Excellence in Bridgeport Public Schools 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC Robotics High School Girls Summer - 2023 Donation 53000 Foundation for Excellence in Bridgeport Public Schools 45 Lyon Terrace Room 328 Bridgeport CT 06604 None PC Coding Year Long-2023 Donation 60000 Girl Scouts of Connecticut 340 Washington Street Hartford CT 06106 None PC General Support 5000 Grasmere By the Sea 1 Post Road Fairfield CT 06824 None PC General 7000 Greater Bridgeport Symphony 446 University Ave Bridgeport CT 06604 None PC General 1000 Hole in the Wall Gang 555 Long Wharf Drive New Haven CT 06511 None PC General Support 2500 Homes For the Brave 655 Park Avenue Bridgeport CT 06605 None PC General Support 2500 Homes With Hope 49 Richmondville Ave Suite 112 Westport CT 06880 None PC General 2500 Horizons at GFA 35 Beachside Ave PO Box 998 Greens Farms CT 06838 None PC General 12000 Housatonic Community College Foundation 900 Lafayette Boulevard Bridgeport CT 06604 None PC General 15000 Human Services Council of Mid Fairfield County One Park St Norwalk CT 06851 None PC General 6500 Innocence Project 100 Fifth Avenue 3rd Floor New York NY 10011 None PC General 10000 Janus Center for Youth In Crisis 180 Fairfield Ave Bridgeport CT 06604 None PC General 5000 Kennedy Collective 2440 Reservoir Avenue Trumbull CT 06611 None PC General Support 5000 Kids Empowered By Your Support Inc co K E Y S PO Box 532 New Canaan CT 06840 None PC Support for Tisdale Elementary Grant, Virtual Teaching, and Instrument support 60000 LifeBridge Community Services 475 Clinton Ave Bridgeport CT 06605 None PC General 3000 McGivney Community Center 338 Stillman St Bridgeport CT 06608 None PC General 2000 Mercy Learning Center 637 Park Ave Bridgeport CT 06604 None PC General 2000 Neighborhood Studio of Fairfield County 391 East Washington Ave Bridgeport CT 06608 None PC General 5000 Norwalk Community College Foundation Inc 188 Richards Avenue Norwalk CT 06854 None PC General 15000 Operation Hope 636 Old Post Road Fairfield CT 06824 None PC General Support 10000 Pilot House PO Box 1553 Fairfield CT 06825 None PC General 5000 Pivot Ministries Inc 485 Jane Street Bridgeport CT 06608 None PC General Support 8000 Ralphola Taylor Community Center YMCA 790 Central Ave Bridgeport CT 06607 None PC General 6000 Sacred Heart University 5151 Park Avenue Fairfield CT 06825 None PC General Support 15000 St Catherine Academy 760 Tahmore Drive Fairfield CT 06825 None PC Scholarship Assistance 3000 St Vincent's Medical Center Foundation 2800 Main St Bridgeport CT 06606 None PC Cancer Care 5000 St Vincent's Medical Center Foundation 2800 Main St Bridgeport CT 06606 None PC SWIM Across the Sound for Prostate Cancer 5000 St Vincent's Medical Center Foundation 2800 Main St Bridgeport CT 06606 None PC The D & E Bigelow Foundation Mission Fund 15000 STAR Inc 182 Wolfpit Avenue Norwalk CT 06851 None PC General Support 5000 The Nature Conservancy in Connecticut 55 Church St Third Floor New Haven CT 06510 None PC General Support 1000 The Workplace 350 Fairfield Ave 302 Bridgeport CT 06604 None PC General Support 1000 University of New Haven 300 Boston Post Rd West Haven CT 06516 None PC ML McLaughlin Scholarship Endowed Fund 10000 Urban Impact of Black Rock PO Box 3716 Bridgeport CT 06605 None PC General 2500 Wakeman's Boys and Girls Clubs 2414 Fairfield Ave Bridgeport CT 06605 None PC General 9000 Yale Medical Center 40 Temple Street Suite 1A New Haven CT 06510 None PC Closer to Free Bike Ride 5000 YMCA Camp Hi-Rock 162 East St Mt Washington MA 10258 None PC General 12000 860000 0 14 6467 14 273686 14 8082 18 317456 42 19852 0 625543 0 625543 0 0 0 0 0 0 0 0 0 0 X X 1 D E Realty LLC 134 East Ave Norwalk CT 06851 300000 X 2 AmGraph 90 Versailles Road Versailles CT 06383 19000 X 3 16W Marketing LLC 75 Union Ave 2nd Floor Rutherford NJ 07070 5000 X 4 Wausau Container Corporation 8000 Highland Dr PO Box 1285 Wausau WI 544021285 15000 X 5 Procyon Partners LLC 1 Corporate Drive Suite 225 Shelton CT 06484 5000 X 6 C H Robinson 14701 Charlson Road Eden Prairie MN 553475076 5000 X 7 IMS Avalanche Swiss Granola 2 Corporate Dr 136 Shelton CT 06484 5000 X 8 Tugboat Creative Works 1210 Unquowa Road W Fairfield CT 06824 5000 X 9 Amcor Flexibles North America 100 Wilshire Boulevard Edgewood NY 117178302 5000 X 140M AMC Networks Inc 4.75% 12/15/21 143612 135800 50M American Electric Power 2.031% 3/15/2024 48080 49586 200M Ashland Global Inc 6.5% 6/30/29 211461 185452 90M Ball Corp 4.875% due 3/15/26 89778 88987 150M Black Hills Corp 1.037% 8/23/24 140833 145550 175M Carpenter Technology 6.375% Bonds 7/15/28 190323 173687 200M Central Garden 5.125% bonds due 2/01/28 211940 194000 150M Dell Technologies 7.1% due 4/15/28 162997 161625 175M Delta Air Lines 2.90% bonds 10/28/2024 159275 170406 25M Delta Air Lines 7.375% Bonds 1/15/2026 25579 25844 118M Energy Transfer EQ 5.875% 1/15/2024 118884 117999 25M Ford Motor Credit 4.00% 6/20/2027 25177 23177 50M Ford Motor Credit 4.134% 8/04/2025 50038 48580 25M Ford Motor Credit 5.125% 6/16/2025 25745 24633 190M Hillenbrand Inc 5.75% 6/15/2025 203002 188813 150M Ipalco Enterprises 3.70% 9/01/2024 145926 147000 150M Revvity Inc .85% 9/15/2024 23134 24138 150M Scotts Miracle Gro 4.5% 10/15/2029 153115 133875 30M Scotts Miracle Gro 5.25% 12/15/2026 30755 29063 50M Service Corp Intl 5.125% Bonds 6/01/2029 55569 49000 75M Spectra Energy 4.75% 3/15/2024 74365 74803 50M Spirit Aerosystems 3.85% 6/15/26 47680 48000 25M Sprint Corp 7.125% 6/15/2024 25619 25063 150M Sprint Corp 7.625% 2/15/2025 154961 152670 177M Teleflex Inc 4.625% bonds due 11/15/2027 185586 172132 175M Treehouse Foods 4.0% bonds due 9/1/2028 176448 154656 170M United Rentals 5.5% 05/15/2027 160671 155000 50M Ball Corp 5.25% 07/01/25 49349 49750 100M Constellation Brands 3.25% 06/01/25 95538 97139 25M Ford Motor Credit 3.35% 5/26/2026 22623 23374 25M Ford Motor Credit 7% 8/20/2026 24921 25096 50M Southwest Gas Hol 2.2% 06/15/2030 39033 42272 1000 3D Systems Corp 110574 38100 600 Airproducts & Chemicals 129220 191660 3100 Alphabet Inc Cl A 166150 433039 1200 Amazon Inc 24617 182328 1700 Apple Inc 14260 327301 1350 Aptiv PLC 138051 143552 4000 Atlantica Sustainable 124000 86000 500 Berkshire Hathaway Cl B 19669 178330 85 Booking Holdings Inc 116103 301514 4000 Brookfield Renewable Corp 152274 115160 750 Deere & Co 67325 299903 500 Docusign Inc 84561 29725 600 Ecolab Inc 107553 119010 1140 Edwards Life Sciences 56904 86925 700 Globus Medical Inc 46870 37303 1200 Iquvia Holdings Inc 61815 277656 450 Intuitive Surgical New 70617 151812 1600 Jacobs Solutions Inc 67499 207680 675 Meta Platforms Inc 73510 238923 1500 Nike Inc Cl B 96415 162855 325 Nvidia Corp 52759 160946 675 Palo Alto Networks 31798 199044 1800 Paypal Holdings Inc 89062 110538 1000 Pepsico Inc 72242 169840 1000 Quanta Services Inc 19164 215800 360 Regeneron Pharmacueticals 145336 316184 1000 Resmed Inc 54686 172020 900 Splunk Inc 97566 137115 1800 Starbucks Corp 99682 172818 4800 Uber Technologies Inc 155479 295536 1300 United Parcel Service 104143 204399 600 Veeva Systems Inc 59237 115512 1025 Visa Inc Cl A 15017 266859 1600 Walt Disney Co 168976 144464 450 Zebra Technologies Corp A 80629 122998 6757 AT&T Inc 5% Pfd Ser A 172920 141829 9978 Brookfield Infra Ptrs LP 5% Pfd 161804 158750 6629 Charles Schwab C 5.95% Pfd 166673 166388 7250 Digital Real 5.85% Pfd 189145 180163 5000 JPMorgan Chase 5.75% Pfd Ser D 123249 125000 2000 Metlife Inc 5.625% Pfd 50671 48580 7000 Wells Fargo 6.625% Pfd 174833 175630 4500 Chewy Inc 144299 106335 4800 Sphere Entertainment Co 167313 163008 2000 State Street Corp 5.90% Pfd 48979 50060 3000 The Hartford Fncl 6% Pfd 74024 75000 0 0 170169 170888 600 American Tower Corp REIT AT COST 83976 129528 Road Race Related Expenses 33463 0 33463 Bank Service Charges 15 0 15 K-1 - Guaranteed Pmts 7957 7957 7957 Other Portfolio Income 125 125 125 Gross Income from Special Fundraising Events 53315 53315 Investment Fees 42472 42472 0 Foreign Taxes 1350 1350 0