SIGMUND FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SIGMUND FOUNDATION INC (EIN 34-2010304)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202433119349100333
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T10:33:50-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE SUITE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 342010304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIGMUND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIGM | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BESSEMER TRUST101 CALIFORNIA S | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR BARBARA SOMMER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD CHIN | PreparerPersonNm |
| PTIN | P02045998 | PTIN |
| Phone | 5165089623 | PhoneNum |
| Preparation | 2024-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,450,803 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $298,551 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $398,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,235,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $398,968 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $730,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $431,465 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,473 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $406,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $406,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $416,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $313,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $427,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $448,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $387,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $387,797 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,493 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,514 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,493 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,493 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,411,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,518,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,061,513 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,861,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,907,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,450,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,861,754 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,907,688 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,861,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,907,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,861,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,907,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,861,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $313,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,175,194 | SubtotalAmt |
| Other Decreases | $267,506 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,907,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $409,950 | $355,798 | $54,152 | $54,152 |
| PUBLICLY TRADED SECURITIES | D | $385,553 | $33,378 | $352,175 | $352,175 |
| PUBLICLY TRADED SECURITIES | P | $440,361 | $447,728 | -$7,367 | -$7,367 |
| CAPITAL GAINS DIVIDENDS | P | $8 | $8 | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $398,968 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,377 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,377 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,435 | OverpaymentAmt |
| Applied To ES Tax | $3,435 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127089216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DR BARBARA SOMMER | |||||||||
| C/O BESSEMER TRUST 101 CALIFORNIA | ST | SAN FRANCISCO | CA | 94111 | PRESIDENT,TREASURER | 2.00 | $0 | $0 | $0 |
| DR ALAN FISHER | |||||||||
| C/O BESSEMER TRUST 101 CALIFORNIA | ST | SAN FRANCISCO | CA | 94111 | VICE PRESIDENT,SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,197,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,236,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,236,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,203,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,942 | TotalTaxAmt |
| Distributable Before Adj | $104,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,077 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $412,077 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,106 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $191,955 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $187,517 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $421,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $307,868 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $729,446 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $42,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $687,340 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,955 | ExcessFromYear4Amt |
| Excess From Year2 | $187,517 | ExcessFromYear2Amt |
| Excess From Current Year | $307,868 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR BARBARA SOMMER | ContributingManagerNm |
| Contributing Manager | DR ALAN FISHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL FUND | $75,000 |
| BAY AREA FRIENDSHIP CIRCLE | |||||||
| 3921 FABIAN WAY STE A023 | PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | GENERAL FUND | $3,600 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL FUND | $34,000 |
| HASBARA FELLOWSHIPS | |||||||
| 228 PARK AVENUE S 94319 | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL FUND | $3,600 |
| HONESTREPORTING | |||||||
| 165 EAST 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| JEWISH FAMILY AND CHILDRENS SERVICE | |||||||
| 4747 NORTH 7TH STREET SUITE 100 | PHOENIX | AZ | 85014 | N/A | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | GENERAL FUND | $255,000 |
| OSHMAN FAMILY JCC | |||||||
| 3921 FABIAN WAY STE A023 | PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| THE WASHINGTON INSTITUTE | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| WORLD JEWISH CONGRESS | |||||||
| PO BOX 70343 | PHILADELPHIA | PA | 19176 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $406,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $398,968 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $431,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $431,465 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DR ALAN FISHER AND DR BARBARA SOMMER | ||||||
| 1 | C/O BESSEMER TRUST 101 CALIFORNIA S | SAN FRANCISCO | CA | 94111 | $98,070 | Yes (X) |
| DR ALAN FISHER AND DR BARBARA SOMMER | ||||||
| 2 | C/O BESSEMER TRUST 101 CALIFORNIA S | SAN FRANCISCO | CA | 94111 | $200,481 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 510 SHARES APPLE INC | $98,070 |
| 2 | 1,410 SHARES ALPHABET | $200,481 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL SERVICES FEE | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE SIGMUND FOUNDATIONFORM 990-PF EIN 34-2010304TAX PERIOD ENDED: 12/31/10SUPPLEMENTAL SCHEDULE OF INFORMATIONPART XIII, UNDISTRIBUTED INCOME, LINE 4CELECTION UNDER IRC REG. SEC. 53-4942(A)-3(D)(2)PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE SIGMUND FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. (SIGNATURE): __________________________________(NAME): ___________________________________ (TITLE): _____________________________________ | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 37197.33 OW FIXED INCOME FUND | $407,554 | $379,040 |
| 27.00 META PLATFORMS INC | $8,212 | $9,556 |
| 1440.00 ALPHABET INC CLASS C | $24,763 | $202,939 |
| 15.00 LIVE NATION ENTERTMNT INC | $1,069 | $1,404 |
| 10.00 TAKE-2 INTERACTIVE | $1,208 | $1,609 |
| 100.00 AMAZON.COM INC | $10,910 | $15,194 |
| 15.00 LOWES COS INC | $3,157 | $3,338 |
| 5.00 BATH & BODY WORKS INC | $225 | $215 |
| 25.00 EXPEDIA GROUP INC | $3,310 | $3,794 |
| 4.00 POOL CORP | $1,430 | $1,594 |
| 4.00 LVMH MOET HENNESSY VUITTON | $3,076 | $3,242 |
| 48.00 DOLLARAMA INC | $1,470 | $3,469 |
| 2.00 AUTOZONE INC | $5,209 | $5,171 |
| 5.00 HILTON WORLDWIDE HOLDINGS | $311 | $910 |
| 5.00 ULTA BEAUTY INC | $2,142 | $2,449 |
| 150.00 ALIMENTATION COUCHE-TARD I | $7,462 | $8,860 |
| 45.00 BJ'S WHOLESALE CLUB HOLDIN | $2,867 | $2,999 |
| 68.00 US FOODS HOLDING CORP | $1,795 | $3,087 |
| 65.00 WALMART INC | $9,300 | $10,247 |
| 13060.43 OW CREDIT INCOME FUND | $123,756 | $105,920 |
| 55.00 CONOCOPHILLIPS | $3,086 | $6,383 |
| 140.00 SCHLUMBERGER LTD | $7,730 | $7,285 |
| 46.00 CHAMPIONX CORP | $1,359 | $1,343 |
| 30.00 TRADEWEB MARKETS INC | $2,032 | $2,726 |
| 60.00 BANK OF AMERICA CORP | $1,299 | $2,020 |
| 20.00 RYAN SPECIALTY HOLDNGS INC | $841 | $860 |
| 55.00 INTERCONTINENTAL EXCHG INC | $5,723 | $7,063 |
| 39.00 NASDAQ INC. | $1,197 | $2,267 |
| 5.00 BLACKSTONE INC | $246 | $654 |
| 10.00 JPMORGAN CHASE & CO | $1,434 | $1,701 |
| 60.00 VISA INC | $13,589 | $15,621 |
| 4.00 S&P GLOBAL INC. | $1,193 | $1,762 |
| 75.00 BROOKFIELD CORPORATION | $2,429 | $3,009 |
| 7.00 WEX INC | $824 | $1,361 |
| 25.00 CENCORA INC | $4,168 | $5,134 |
| 3.00 TELEFLEX INC | $834 | $748 |
| 20.00 UNITEDHEALTH GROUP INC | $9,632 | $10,529 |
| 10.00 THERMO FISHER SCIENTIFIC | $5,352 | $5,307 |
| 13.00 STERIS PLC | $2,181 | $2,858 |
| 5.00 COOPER COS INC | $1,353 | $1,892 |
| 9.00 HEALTH CARE SELECT SPDR | $1,256 | $1,227 |
| 106.00 AVANTOR INC | $2,784 | $2,419 |
| 5.00 MEDPACE HOLDINGS | $1,357 | $1,532 |
| 25.00 DANAHER CORP | $4,995 | $5,783 |
| 6.00 IQVIA HOLDINGS INC | $698 | $1,388 |
| 5.00 EATON CORP PLC | $707 | $1,204 |
| 17.00 BOOZ ALLEN HAMILTON HLDGS | $1,741 | $2,174 |
| 59.00 WILLSCOT MOBILE MINI HOLDI | $2,812 | $2,625 |
| 20.00 SMITH A O CORP | $834 | $1,648 |
| 45.00 COPART INC | $1,245 | $2,205 |
| 65.00 CANADIAN PACIFIC KANSAS CI | $5,336 | $5,158 |
| 5.00 SAIA INC COM | $1,096 | $2,191 |
| 35.00 HOWMET AEROSPACE INC | $1,199 | $1,894 |
| 8.00 LINCOLN ELEC HLDG | $1,178 | $1,739 |
| 105.00 TRANSUNION | $7,465 | $7,214 |
| 95.00 ASHTEAD GROUP | $6,331 | $6,608 |
| 10.00 NORTHROP GRUMMAN CORP | $4,220 | $4,681 |
| 10.00 CARLISLE COS | $2,159 | $3,124 |
| 14.00 EQUIFAX INC | $1,954 | $3,462 |
| 17.00 CLEAN HARBORS INC | $2,256 | $2,966 |
| 24.00 GARTNER INC CL A | $9,626 | $10,826 |
| 12.00 CDW CORP/DE | $1,140 | $2,727 |
| 19.00 KEYSIGHT TECHNOLOGIES INC | $3,117 | $3,022 |
| 16.00 MICROSOFT CORP | $2,429 | $6,016 |
| 8.00 MANHATTAN ASSOCIATES INC | $1,453 | $1,722 |
| 45.00 ORACLE CORP | $3,733 | $4,744 |
| 14.00 NICE LTD ADR | $2,632 | $2,793 |
| 155.00 MARVELL TECHNOLOGY INC | $7,558 | $9,348 |
| 26.00 MOTOROLA SOLUTIONS INC | $7,342 | $8,140 |
| 740.00 APPLE INC | $12,107 | $142,472 |
| 4.00 ASM INTERNATIONAL NV | $1,435 | $2,077 |
| 3.00 NVIDIA CORP | $863 | $1,485 |
| 39906.12 OW LARGE CAP STRATEGIES FD | $487,351 | $692,770 |
| 5.00 VULCAN MATERIALS | $878 | $1,135 |
| 10.00 SHERWIN-WILLIAMS CO | $2,287 | $3,119 |
| 15.00 CRH PLC | $1,023 | $1,037 |
| 105.00 ISHARES CHINA LRGE-CAP ETF | $2,922 | $2,523 |
| 50.00 PROLOGIS INC | $6,030 | $6,665 |
| 16011.49 OW SMALL & MIDCAP STRAT FD | $221,139 | $247,057 |
| 65.00 NEXTERA ENERGY INC | $4,811 | $3,948 |
| 15.00 AMEREN CORP | $1,171 | $1,085 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUNCATION | $26 |
| ADJUSTMENT TO REFLECT SECURITIES ON TAX BASIS | $267,480 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FILING FEE | $429 | $0 | $429 |
| DEPARTMENT OF JUSTICE | $100 | $0 | $100 |
| DELAWARE DIVISION OF CORPORATION | $25 | $0 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES FEE | CategoryTxt |
| Amt | $5,919 | Amt |
| Net Investment Income | $3,946 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,473 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ALAN FISHER AND DR BARBARA SOMME | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TRUST 101 CALIFORNIA | AddressLine1Txt |
| Address Line2 | STREET | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $27 | $27 | $0 |
| FOREIGN TAXES WITHHELD IN EXCESS | $26 | $0 | $0 |