SIGMUND FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SIGMUND FOUNDATION INC (EIN 34-2010304)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-14
IRS object ID: 202343189349102419
Schema version: 2022v5.0
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 Income Schedule2
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-14T12:38:28-06:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	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	2023-11-14	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DR	PersonFirstNm
Person Last	BARBARA SOMMER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	2023-11-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,207,836	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	$298,664	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$26,979	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$26,979	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$11,062	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$101,625	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$11,062	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$74	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$336,779	TotalRevAndExpnssAmt
Total Net Invst Incm	$38,041	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	$6,615	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,410	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,205	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$12,079	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$28	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$556	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$556	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$23,100	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,438	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$6,611	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$30,900	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$30,900	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$54,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,438	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$37,511	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$282,779	ExcessRevenueOverExpensesAmt
Net Investment Income	$33,603	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$484,440	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$448,638	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$448,638	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$1,514	AcctRcvblAmt
Acct Rcvbl BOY	$36	AcctRcvblBOYAmt
Acct Rcvbl EOY	$1,514	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$1,514	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$0	CorporateStockBOYAmt
Corporate Stock EOY	$1,411,602	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,757,684	CorporateStockEOYFMVAmt
Other Investments BOY	$1,356,045	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,840,521	TotalAssetsBOYAmt
Total Assets EOY	$1,861,754	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,207,836	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,840,521	CapitalStockBOYAmt
Capital Stock EOY	$1,861,754	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	$1,840,521	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,861,754	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,840,521	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,861,754	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,840,521	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$282,779	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,123,300	SubtotalAmt
Other Decreases	$261,546	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,861,754	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$86,282	$72,876	$13,406	$13,406
PUBLICLY TRADED SECURITIES	$15,218	$17,687	-$2,469	-$2,469
CAPITAL GAINS DIVIDENDS	$125		$125	$125	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$11,062	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$467	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$467	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$467	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,844	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$7,844	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$7,377	OverpaymentAmt
Applied To ES Tax	$7,377	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	$1,559,427	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$465,329	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,024,756	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,024,756	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$30,371	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,994,385	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$99,719	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$99,719	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$467	TaxBasedOnInvestmentIncomeAmt
Total Tax	$467	TotalTaxAmt
Distributable Before Adj	$99,252	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$99,252	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$99,252	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$37,511	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$37,511	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$99,252	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$335,647	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$42,106	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$191,955	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$187,517	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$757,225	TotalExcessDistributionCyovAmt
Qualifying Distributions	$37,511	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$37,511	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$61,741	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$61,741	ExcessDistributionCyovAppCYAmt
Total Corpus	$695,484	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	$273,906	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$421,578	ExcessDistriCyovToNextYrAmt
Excess From Year4	$42,106	ExcessFromYear4Amt
Excess From Year3	$191,955	ExcessFromYear3Amt
Excess From Year1	$187,517	ExcessFromYear1Amt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615	NEW YORK	NY	10087	N/A	PUBLIC CHARITY	GENERAL FUND	$2,000
CONGREGATION BETH JACOB
1550 ALAMEDA DE LAS PULGAS	REDWOOD CITY	CA	940612499	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303	NEW YORK	NY	10022	N/A	PUBLIC CHARITY	GENERAL FUND	$3,600
HASBARA FELLOWSHIPS
228 PARK AVENUE S 94319	NEW YORK	NY	10003	N/A	PUBLIC CHARITY	GENERAL FUND	$1,800
HONESTREPORTING
165 EAST 56TH STREET 2ND FLOOR	NEW YORK	NY	10022	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
JEWISH NATIONAL FUND
42 EAST 69TH STREET	NEW YORK	NY	10021	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
LUCILE PACKARD FOUNDATION
400 HAMILTON AVENUE SUITE 340	PALO ALTO	CA	94301	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE RD	VALHALLA	NY	10595	N/A	PUBLIC CHARITY	GENERAL FUND	$2,500
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUE	SAN JOSE	CA	95125	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
STANFORD HOSPITAL
300 PASTEUR DRIVE	STANFORD	CA	94305	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
THE SALVATION ARMY
PO BOX 193465	SAN FRANCISCO	CA	941193465	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
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	$30,900	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	$26,979	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$74	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$11,062	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$38,115	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$38,115	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DR ALAN FISHER AND DR BARBARA SOMMER	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O BESSEMER TRUST 101 CALIFORNIA S	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$298,664	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	2,270 SHARES APPLE INC	NoncashPropertyDesc
Fair Market Value	$298,664	FairMarketValueAmt
Received	2022-12-20	ReceivedDt

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 (93 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
20.00 EXPEDIA GROUP INC	$2,732	$1,752
100.00 AMAZON.COM INC	$9,397	$8,400
6.00 ADVANCE AUTO PARTS	$526	$882
5.00 LVMH MOET HENNESSY VUITTON	$1,750	$3,625
5.00 DOMINOS PIZZA	$1,831	$1,732
30.00 HILTON WORLDWIDE HOLDINGS	$2,884	$3,790
13.00 DOLLAR GENERAL CORP	$3,213	$3,201
140.00 LI NING CO LTD	$1,134	$1,216
260.00 ANTA SPORTS PRODUCTS LTD	$3,403	$3,410
53.00 DOLLARAMA INC	$1,444	$3,100
20.00 APTIV PLC	$2,894	$1,862
8.00 BURLINGTON STORES INC	$1,158	$1,622
2.00 MERCADOLIBRE INC	$2,402	$1,692
30.00 CONSUMER STAPLES INDEX FD	$2,337	$2,236
29.00 BJ'S WHOLESALE CLUB HOLDIN	$1,829	$1,918
30.00 PEPSICO INC	$3,883	$5,419
25.00 WALMART INC	$3,789	$3,544
88.00 US FOODS HOLDING CORP	$2,486	$2,993
2.00 COSTCO WHSL CORP NEW	$995	$913
9330.94 OW CREDIT INCOME FUND	$92,732	$75,114
55.00 CONOCOPHILLIPS	$3,086	$6,490
28.00 CHAMPIONX CORP	$841	$811
15.00 PIONEER NATURAL RESOURCES	$1,880	$3,425
95.00 SCHLUMBERGER LTD	$5,043	$5,078
35.00 BROOKFIELD ASSET MANAGEMEN	$1,620	$1,101
25.00 BLACKSTONE INC	$1,313	$1,854
39.00 NASDAQ INC.	$1,197	$2,392
10.00 AON PLC	$2,660	$3,001
225.00 BANK OF AMERICA CORP	$7,136	$7,452
65.00 SCHWAB CHARLES CORP NEW	$3,255	$5,411
40.00 JPMORGAN CHASE & CO	$6,116	$5,364
14.00 S&P GLOBAL INC.	$5,271	$4,689
15.00 TRADEWEB MARKETS INC	$967	$973
15.00 UNITEDHEALTH GROUP INC	$4,082	$7,952
24.00 HEALTH CARE SELECT SPDR	$3,376	$3,260
10.00 COOPER COS INC	$2,960	$3,306
25.00 ZOETIS INC	$3,119	$3,663
12.00 STERIS PLC	$1,631	$2,216
26.00 IQVIA HOLDINGS INC	$3,747	$5,327
25.00 AMERISOURCE BERGEN CORP	$4,201	$4,142
66.00 AVANTOR INC	$1,840	$1,391
8.00 THERMO FISHER SCIENTIFIC	$2,597	$4,405
7.00 TELEFLEX INC	$2,021	$1,747
6.00 LAB CORP OF AMER HLDGS NEW	$695	$1,412
16.00 DANAHER CORP	$2,202	$4,246
9.00 NORTHROP GRUMMAN CORP	$3,291	$4,910
25.00 EATON CORP PLC	$3,535	$3,923
10.00 HEICO CORPORATION	$1,386	$1,536
30.00 TRANSUNION	$1,780	$1,702
30.00 SMITH A O CORP	$1,189	$1,717
70.00 COPART INC	$3,937	$4,262
29.00 WILLSCOT MOBILE MINI HOLDI	$1,351	$1,309
15.00 LINCOLN ELEC HLDG	$2,029	$2,167
105.00 HOWMET AEROSPACE INC	$3,638	$4,138
5.00 SAIA INC COM	$1,096	$1,048
25.00 CANADIAN PACIFIC RAILWAY L	$1,774	$1,864
13.00 EQUIFAX INC	$1,540	$2,526
56.00 IAA INC	$1,735	$2,240
10.00 CARLISLE COS	$1,954	$2,356
18.00 UNION PACIFIC CORP	$3,019	$3,727
5.00 PAYCOM SOFTWARE INC	$1,780	$1,551
8.00 ASML HOLDING	$3,991	$4,298
76.00 MICROSOFT CORP	$11,899	$18,226
6.00 SYNOPSYS INC	$748	$1,915
45.00 AMPHENOL CORP	$2,247	$3,426
16.00 MOTOROLA SOLUTIONS INC	$3,930	$4,123
15.00 CDW CORP/DE	$1,550	$2,678
55.00 VISA INC	$10,138	$11,426
10.00 WEX INC	$1,575	$1,636
30.00 TEXAS INSTRUMENTS INC	$3,693	$4,956
5.00 SERVICENOW INC	$1,445	$1,941
4.00 ASM INTERNATIONAL NV	$1,435	$1,005
10.00 KEYSIGHT TECHNOLOGIES INC	$1,544	$1,710
5.00 NICE LTD ADR	$721	$961
18.00 NVIDIA CORP	$4,754	$2,630
40.00 ORACLE CORP	$3,189	$3,269
4.00 ASPEN TECHNOLOGY INC	$730	$821
2380.00 APPLE INC	$44,896	$309,233
38013.39 OW LARGE CAP STRATEGIES FD	$463,939	$554,235
30.00 VULCAN MATERIALS	$5,485	$5,253
60.00 ISHARES CHINA LRGE-CAP ETF	$2,274	$1,698
6.00 S&P 500 DEP RCPTS	$2,427	$2,294
10.00 JONES LANG LASALLE INC COM	$1,892	$1,593
35.00 PROLOGIS INC	$4,733	$3,945
21.00 AMERICAN TOWER CORP	$4,743	$4,449
12281.82 OW SMALL & MIDCAP STRAT FD	$165,655	$170,840
30.00 NEXTERA ENERGY INC	$2,330	$2,508
55.00 AMEREN CORP	$4,179	$4,890
272.93 OW ALL CAP CORE FD	$4,923	$5,423
34982.47 OW FIXED INCOME FUND	$384,896	$350,874
100.00 ALPHABET INC CLASS C	$6,789	$8,873
20.00 META PLATFORMS INC	$3,671	$2,406
35.00 TAKE-2 INTERACTIVE	$4,472	$3,644

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
TRUNCATION	$2
ADJUSTMENT TO REFLECT SECURITIES ON TAX BASIS	$261,522
BLACKSTONE ADJUSTMENT	$22

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE FILING FEE	$411	$0	$411
DEPARTMENT OF JUSTICE	$100	$0	$100
DELAWARE DIVISION OF CORPORATION	$25	$0	$25
CALIFORNIA SECRETARY OF STATE	$20	$0	$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	BLACKSTONE ROC	Desc
Revenue And Expenses Per Books	$74	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$74	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT SERVICES FEE	CategoryTxt
Amt	$6,615	Amt
Net Investment Income	$4,410	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,205	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 (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID	$28	$28	$0
ESTIMATED TAXES	$2,000	$0	$0
FOREIGN TAXES WITHHELD IN EXCESS	$51	$0	$0
EXTENSION TAX PAYMENT	$10,000	$0	$0