2025-05-07T16:14:48-05:00 2024-12-31 132792165 BESSEMER TRUST COMPANY NA 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 990PF 2024-01-01 342010304 SIGMUND FOUNDATION INC SIGM 5165089623 CO BESSEMER TRUST101 CALIFORNIA S SAN FRANCISCO CA 94111 DR BARBARA SOMMER PRESIDENT 5165089623 2025-05-07 0 YUE SUN P01828297 5165089623 2025-05-01 2024 2025-03-06 01:10:19Z X 2624080 X X 46371 46371 164537 248419 164537 210908 210908 0 0 0 3850 0 3850 9234 6156 3078 5612 48 0 574 0 574 19270 6204 7502 143600 143600 162870 6204 151102 48038 204704 387797 215323 215323 880 1493 880 880 0 1739537 2407877 1518398 0 0 1907688 1955740 2624080 0 0 X 1907688 1955740 0 0 0 0 1907688 1955740 1907688 1955740 1907688 48038 14 1955740 0 1955740 PUBLIC TRADED SECURITIES P 162989 48996 113993 113993 PUBLIC TRADED SECURITIES P 35386 34886 500 500 CAPITAL GAINS DIVIDENDS P 50044 50044 50044 164537 2845 0 2845 0 2845 6935 0 2000 0 8935 0 6090 6090 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 1 0 0 1 N/A BESSEMER TRUST 2127089216 101 CALIFORNIA STREET SAN FRANCISCO CA 94111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 2235111 296168 0 2531279 0 0 2531279 37969 2493310 124666 124666 2845 2845 121821 0 121821 0 121821 151102 0 151102 121821 0 0 191955 187517 307868 687340 151102 0 0 0 121821 29281 0 0 716621 0 0 0 0 0 0 191955 524666 187517 307868 29281 DR BARBARA SOMMER DR ALAN FISHER X AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 N/A PUBLIC CHARITY GENERAL FUND 50000 HASBARA FELLOWSHIPS 228 PARK AVENUE S 94319 NEW YORK NY 10003 N/A PUBLIC CHARITY GENERAL FUND 3600 JEWISH FAMILY AND CHILDRENS SERVICE 4747 NORTH 7TH STREET SUITE 100 PHOENIX AZ 85014 N/A PUBLIC CHARITY GENERAL FUND 6000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 N/A PUBLIC CHARITY GENERAL FUND 50000 THE SALVATION ARMY PO BOX 193465 SAN FRANCISCO CA 941193465 N/A PUBLIC CHARITY GENERAL FUND 1000 THE WASHINGTON INSTITUTE 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 N/A PUBLIC CHARITY GENERAL FUND 33000 143600 0 14 46371 18 164537 0 210908 0 210908 0 0 0 0 0 0 0 0 0 0 FINANCIAL SERVICES FEE 3850 0 3850 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): _____________________________________ 37197.33 OW FIXED INCOME FUND 407554 371601 44.00 META PLATFORMS INC 14059 25762 18.00 LIVE NATION ENTERTMNT INC 1394 2331 1440.00 ALPHABET INC CLASS C 24763 274233 55.00 TAKE-2 INTERACTIVE 8085 10124 1.00 AUTOZONE INC 2589 3202 15.00 LOWES COS INC 3157 3702 5.00 HILTON WORLDWIDE HOLDINGS 311 1235 2.00 POOL CORP 699 681 5.00 O'REILLY AUTO INC NEW 5391 5929 17.00 WYNDHAM HOTELS & RESORTS 1451 1713 150.00 AMAZON.COM INC 20159 32908 4.00 MERCADOLIBRE INC 6339 6801 32.00 DOLLARAMA INC 858 3118 12.00 LVMH MOET HENNESSY VUITTON 9253 7922 145.00 WALMART INC 6773 13100 60.00 US FOODS HOLDING CORP 1512 4047 150.00 ALIMENTATION COUCHE-TARD I 7462 8308 30.00 BJ'S WHOLESALE CLUB HOLDIN 1846 2680 13825.72 OW CREDIT INCOME FUND 129860 108393 6.00 SPDR S&P OIL & GAS EXPLORA 807 794 125.00 CONOCOPHILLIPS 10691 12396 200.00 SCHLUMBERGER LTD 10703 7668 168.00 BROOKFIELD CORPORATION 7417 9651 40.00 RYAN SPECIALTY HOLDNGS INC 1855 2566 46.00 APOLLO GLOBAL MANAGEMENT I 7198 7597 7.00 WEX INC 824 1227 30.00 TRADEWEB MARKETS INC 2022 3927 60.00 VISA INC 13589 18962 65.00 FISERV INC 10159 13352 105.00 INTERCONTINENTAL EXCHG INC 13163 15646 39.00 NASDAQ INC. 1197 3015 22.00 MSCI INC 13090 13200 12.00 SPDR S&P REGIONAL BK ETF 789 724 10.00 JPMORGAN CHASE & CO 1434 2397 4.00 S&P GLOBAL INC. 1193 1992 60.00 BANK OF AMERICA CORP 1299 2637 19.00 MCKESSON CORP 10495 10828 41.00 CENCORA INC 7921 9211 7.00 MEDPACE HOLDINGS 2098 2325 116.00 AVANTOR INC 2991 2444 14.00 STERIS PLC 2398 2877 52.00 DANAHER CORP 11750 11936 41.00 UNITEDHEALTH GROUP INC 21169 20740 19.00 THERMO FISHER SCIENTIFIC 10599 9884 20.00 COOPER COS INC/THE 1353 1838 2.00 IDEXX LABS CORP 893 826 12.00 OLD DOMINION FREIGHT 2643 2116 14.00 BWX TECHNOLOGIES INC 1287 1559 40.00 CORE & MAIN INC 1806 2036 10.00 BUILDERS FIRSTSOURCE INC 2021 1429 7.00 CARLISLE COS 1438 2581 95.00 COPART INC 3931 5452 10.00 EQUIFAX INC 1396 2548 15.00 CLEAN HARBORS INC 1973 3452 19.00 BOOZ ALLEN HAMILTON HLDGS 2030 2445 35.00 HOWMET AEROSPACE INC 1199 3827 125.00 ASHTEAD GROUP 8543 7768 10.00 NORTHROP GRUMMAN CORP 4220 4692 105.00 TRANSUNION 7465 9734 6.00 SAIA INC COM 1687 2734 54.00 WILLSCOT HOLDINGS CORP 2588 1806 5.00 EATON CORP PLC 707 1659 10.00 ASML HOLDING 8305 7050 126.00 CCC INTELLIGENT SOLUTIONS 1433 1477 110.00 FORTINET INC 7780 10392 24.00 GARTNER INC CL A 9626 11627 19.00 KEYSIGHT TECHNOLOGIES INC 3117 3051 14.00 CDW CORP/DE 1537 2436 10.00 MANHATTAN ASSOCIATES INC 1871 2702 26.00 MOTOROLA SOLUTIONS INC 7342 12017 15.00 NICE LTD ADR 2814 2547 168.00 APPLE INC 8500 42070 38.00 APPLIED MATERIALS 6447 6179 2.00 ASM INTERNATIONAL NV 577 1161 2.00 CONSTELLATION SOFTWARE 5286 6176 30.00 NVIDIA CORP 863 4028 124.00 MARVELL TECHNOLOGY INC 6037 13695 45.00 BROADCOM INC 7282 10432 24.00 NXP SEMICONDUCTORS NV 5895 4988 12.00 ENTEGRIS INC 1590 1188 16.00 MICROSOFT CORP 2429 6744 42224.63 OW LARGE CAP STRATEGIES FD 533165 837314 65.00 CRH PLC 4429 6013 30.00 PROLOGIS INC 3540 3171 39.00 CBRE GROUP INC 5142 5120 7.00 SBA COMMUNICATIONS CORP 1497 1426 16489.62 OW SMALL & MIDCAP STRAT FD 228785 263833 15.00 AMEREN CORP 1171 1337 10.00 UTILITIES SELECT SECT SPDR 720 756 65.00 NEXTERA ENERGY INC 4811 4659 DELAWARE FILING FEE 449 0 449 DEPARTMENT OF JUSTICE 100 0 100 DELAWARE DIVISION OF CORPORATION 25 0 25 ADJUSTMENT TO REFLECT SECURITIES ON TAX BASIS 14 INVESTMENT SERVICES FEE 9234 6156 3078 DR ALAN FISHER AND DR BARBARA SOMME C/O BESSEMER TRUST 101 CALIFORNIA STREET SAN FRANCISCO CA 94111 FOREIGN TAXES PAID 48 48 0 EXCISE TAX 2000 0 0 ESTIMATED TAXES 3500 0 0 FOREIGN TAXES WITHHELD IN EXCESS 64 0 0