SIGMUND FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIGMUND FOUNDATION INC (EIN 34-2010304)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202531279349103043
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T16:14:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-07 | 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 | YUE SUN | PreparerPersonNm |
| PTIN | P01828297 | PTIN |
| Phone | 5165089623 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,624,080 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $210,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,908 | 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 | $9,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,156 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,078 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $574 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $387,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $215,323 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $215,323 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $880 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,493 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $880 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $880 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,739,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,407,877 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,518,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,907,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,955,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,624,080 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,907,688 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,955,740 | 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 | $1,907,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,907,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,955,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,907,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14 | OtherIncreasesAmt |
| Subtotal | $1,955,740 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $162,989 | $48,996 | $113,993 | $113,993 |
| PUBLIC TRADED SECURITIES | P | $35,386 | $34,886 | $500 | $500 |
| CAPITAL GAINS DIVIDENDS | P | $50,044 | $50,044 | $50,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,935 | 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 | $8,935 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,090 | OverpaymentAmt |
| Applied To ES Tax | $6,090 | 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 | $2,235,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $296,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,531,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,531,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,493,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,845 | TotalTaxAmt |
| Distributable Before Adj | $121,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,821 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,102 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,102 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $191,955 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $187,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $307,868 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $687,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,281 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $716,621 | 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 | $191,955 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $524,666 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $187,517 | ExcessFromYear3Amt |
| Excess From Year1 | $307,868 | ExcessFromYear1Amt |
| Excess From Current Year | $29,281 | 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 (6 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 | $50,000 |
| HASBARA FELLOWSHIPS | |||||||
| 228 PARK AVENUE S 94319 | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL FUND | $3,600 |
| JEWISH FAMILY AND CHILDRENS SERVICE | |||||||
| 4747 NORTH 7TH STREET SUITE 100 | PHOENIX | AZ | 85014 | N/A | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 193465 | SAN FRANCISCO | CA | 941193465 | 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 | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,600 | 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 | $46,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $210,908 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,908 | 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 |
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 (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 37197.33 OW FIXED INCOME FUND | $407,554 | $371,601 |
| 44.00 META PLATFORMS INC | $14,059 | $25,762 |
| 18.00 LIVE NATION ENTERTMNT INC | $1,394 | $2,331 |
| 1440.00 ALPHABET INC CLASS C | $24,763 | $274,233 |
| 55.00 TAKE-2 INTERACTIVE | $8,085 | $10,124 |
| 1.00 AUTOZONE INC | $2,589 | $3,202 |
| 15.00 LOWES COS INC | $3,157 | $3,702 |
| 5.00 HILTON WORLDWIDE HOLDINGS | $311 | $1,235 |
| 2.00 POOL CORP | $699 | $681 |
| 5.00 O'REILLY AUTO INC NEW | $5,391 | $5,929 |
| 17.00 WYNDHAM HOTELS & RESORTS | $1,451 | $1,713 |
| 150.00 AMAZON.COM INC | $20,159 | $32,908 |
| 4.00 MERCADOLIBRE INC | $6,339 | $6,801 |
| 32.00 DOLLARAMA INC | $858 | $3,118 |
| 12.00 LVMH MOET HENNESSY VUITTON | $9,253 | $7,922 |
| 145.00 WALMART INC | $6,773 | $13,100 |
| 60.00 US FOODS HOLDING CORP | $1,512 | $4,047 |
| 150.00 ALIMENTATION COUCHE-TARD I | $7,462 | $8,308 |
| 30.00 BJ'S WHOLESALE CLUB HOLDIN | $1,846 | $2,680 |
| 13825.72 OW CREDIT INCOME FUND | $129,860 | $108,393 |
| 6.00 SPDR S&P OIL & GAS EXPLORA | $807 | $794 |
| 125.00 CONOCOPHILLIPS | $10,691 | $12,396 |
| 200.00 SCHLUMBERGER LTD | $10,703 | $7,668 |
| 168.00 BROOKFIELD CORPORATION | $7,417 | $9,651 |
| 40.00 RYAN SPECIALTY HOLDNGS INC | $1,855 | $2,566 |
| 46.00 APOLLO GLOBAL MANAGEMENT I | $7,198 | $7,597 |
| 7.00 WEX INC | $824 | $1,227 |
| 30.00 TRADEWEB MARKETS INC | $2,022 | $3,927 |
| 60.00 VISA INC | $13,589 | $18,962 |
| 65.00 FISERV INC | $10,159 | $13,352 |
| 105.00 INTERCONTINENTAL EXCHG INC | $13,163 | $15,646 |
| 39.00 NASDAQ INC. | $1,197 | $3,015 |
| 22.00 MSCI INC | $13,090 | $13,200 |
| 12.00 SPDR S&P REGIONAL BK ETF | $789 | $724 |
| 10.00 JPMORGAN CHASE & CO | $1,434 | $2,397 |
| 4.00 S&P GLOBAL INC. | $1,193 | $1,992 |
| 60.00 BANK OF AMERICA CORP | $1,299 | $2,637 |
| 19.00 MCKESSON CORP | $10,495 | $10,828 |
| 41.00 CENCORA INC | $7,921 | $9,211 |
| 7.00 MEDPACE HOLDINGS | $2,098 | $2,325 |
| 116.00 AVANTOR INC | $2,991 | $2,444 |
| 14.00 STERIS PLC | $2,398 | $2,877 |
| 52.00 DANAHER CORP | $11,750 | $11,936 |
| 41.00 UNITEDHEALTH GROUP INC | $21,169 | $20,740 |
| 19.00 THERMO FISHER SCIENTIFIC | $10,599 | $9,884 |
| 20.00 COOPER COS INC/THE | $1,353 | $1,838 |
| 2.00 IDEXX LABS CORP | $893 | $826 |
| 12.00 OLD DOMINION FREIGHT | $2,643 | $2,116 |
| 14.00 BWX TECHNOLOGIES INC | $1,287 | $1,559 |
| 40.00 CORE & MAIN INC | $1,806 | $2,036 |
| 10.00 BUILDERS FIRSTSOURCE INC | $2,021 | $1,429 |
| 7.00 CARLISLE COS | $1,438 | $2,581 |
| 95.00 COPART INC | $3,931 | $5,452 |
| 10.00 EQUIFAX INC | $1,396 | $2,548 |
| 15.00 CLEAN HARBORS INC | $1,973 | $3,452 |
| 19.00 BOOZ ALLEN HAMILTON HLDGS | $2,030 | $2,445 |
| 35.00 HOWMET AEROSPACE INC | $1,199 | $3,827 |
| 125.00 ASHTEAD GROUP | $8,543 | $7,768 |
| 10.00 NORTHROP GRUMMAN CORP | $4,220 | $4,692 |
| 105.00 TRANSUNION | $7,465 | $9,734 |
| 6.00 SAIA INC COM | $1,687 | $2,734 |
| 54.00 WILLSCOT HOLDINGS CORP | $2,588 | $1,806 |
| 5.00 EATON CORP PLC | $707 | $1,659 |
| 10.00 ASML HOLDING | $8,305 | $7,050 |
| 126.00 CCC INTELLIGENT SOLUTIONS | $1,433 | $1,477 |
| 110.00 FORTINET INC | $7,780 | $10,392 |
| 24.00 GARTNER INC CL A | $9,626 | $11,627 |
| 19.00 KEYSIGHT TECHNOLOGIES INC | $3,117 | $3,051 |
| 14.00 CDW CORP/DE | $1,537 | $2,436 |
| 10.00 MANHATTAN ASSOCIATES INC | $1,871 | $2,702 |
| 26.00 MOTOROLA SOLUTIONS INC | $7,342 | $12,017 |
| 15.00 NICE LTD ADR | $2,814 | $2,547 |
| 168.00 APPLE INC | $8,500 | $42,070 |
| 38.00 APPLIED MATERIALS | $6,447 | $6,179 |
| 2.00 ASM INTERNATIONAL NV | $577 | $1,161 |
| 2.00 CONSTELLATION SOFTWARE | $5,286 | $6,176 |
| 30.00 NVIDIA CORP | $863 | $4,028 |
| 124.00 MARVELL TECHNOLOGY INC | $6,037 | $13,695 |
| 45.00 BROADCOM INC | $7,282 | $10,432 |
| 24.00 NXP SEMICONDUCTORS NV | $5,895 | $4,988 |
| 12.00 ENTEGRIS INC | $1,590 | $1,188 |
| 16.00 MICROSOFT CORP | $2,429 | $6,744 |
| 42224.63 OW LARGE CAP STRATEGIES FD | $533,165 | $837,314 |
| 65.00 CRH PLC | $4,429 | $6,013 |
| 30.00 PROLOGIS INC | $3,540 | $3,171 |
| 39.00 CBRE GROUP INC | $5,142 | $5,120 |
| 7.00 SBA COMMUNICATIONS CORP | $1,497 | $1,426 |
| 16489.62 OW SMALL & MIDCAP STRAT FD | $228,785 | $263,833 |
| 15.00 AMEREN CORP | $1,171 | $1,337 |
| 10.00 UTILITIES SELECT SECT SPDR | $720 | $756 |
| 65.00 NEXTERA ENERGY INC | $4,811 | $4,659 |
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 | $449 | $0 | $449 |
| DEPARTMENT OF JUSTICE | $100 | $0 | $100 |
| DELAWARE DIVISION OF CORPORATION | $25 | $0 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT SECURITIES ON TAX BASIS | Desc |
| Amt | $14 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES FEE | CategoryTxt |
| Amt | $9,234 | Amt |
| Net Investment Income | $6,156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,078 | 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 | $48 | $48 | $0 |
| EXCISE TAX | $2,000 | $0 | $0 |
| ESTIMATED TAXES | $3,500 | $0 | $0 |
| FOREIGN TAXES WITHHELD IN EXCESS | $64 | $0 | $0 |