SIGMUND FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SIGMUND FOUNDATION INC (EIN 34-2010304)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-01
IRS object ID: 202213059349100821
Schema version: 2021v4.2
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 Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-01T14:49:02-05:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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-FISHER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5165089623	PhoneNum
Signature	2022-11-01	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	YUE SUN	PreparerPersonNm
PTIN	P01828297	PTIN
Phone	5165089623	PhoneNum
Preparation	2022-11-01	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,303,633	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	$625,163	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$20,444	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$20,444	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$89,727	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$917,385	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$533,329	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$735,334	TotalRevAndExpnssAmt
Total Net Invst Incm	$553,773	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	$3,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,500	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$3,690	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$2,460	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,230	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$54	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$14	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$474	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$474	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,718	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,474	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$5,204	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$271,600	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$271,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$279,318	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,474	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$276,804	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$456,016	ExcessRevenueOverExpensesAmt
Net Investment Income	$551,299	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$28,988	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$484,440	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$484,440	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$36	AcctRcvblAmt
Acct Rcvbl EOY	$36	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$36	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$1,350,489	CorporateStockBOYAmt
Corporate Stock EOY	$1,356,045	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,819,157	CorporateStockEOYFMVAmt
Total Assets BOY	$1,379,477	TotalAssetsBOYAmt
Total Assets EOY	$1,840,521	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,303,633	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,379,477	CapitalStockBOYAmt
Capital Stock EOY	$1,840,521	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	$1,379,477	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,840,521	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,379,477	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,840,521	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,379,477	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$456,016	ExcessRevenueOverExpensesAmt
Other Increases	$5,028	OtherIncreasesAmt
Subtotal	$1,840,521	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,840,521	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$173,340	$133,387	$39,953	$39,953
PUBLICLY TRADED SECURITIES	$622,643	$181,561	$441,082	$441,082
PUBLICLY TRADED SECURITIES	$67,400	$69,108	-$1,708	-$1,708
CAPITAL GAINS DIVIDENDS	$54,002		$54,002	$54,002	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$533,329	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,663	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$7,663	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$7,663	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,507	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$10,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$13,507	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$5,844	OverpaymentAmt
Applied To ES Tax	$5,844	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-FISHER
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	$1,742,371	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$124,643	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,867,014	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,867,014	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$28,005	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,839,009	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$91,950	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$91,950	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,663	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,663	TotalTaxAmt
Distributable Before Adj	$84,287	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$5,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$89,287	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$89,287	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$276,804	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$276,804	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$89,287	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$156,958	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$335,647	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$42,106	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$191,955	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$726,666	TotalExcessDistributionCyovAmt
Qualifying Distributions	$276,804	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$89,287	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$187,517	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$914,183	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	$156,958	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$757,225	ExcessDistriCyovToNextYrAmt
Excess From Year4	$335,647	ExcessFromYear4Amt
Excess From Year3	$42,106	ExcessFromYear3Amt
Excess From Year2	$191,955	ExcessFromYear2Amt
Excess From Current Year	$187,517	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DR BARBARA SOMMER-FISHER	ContributingManagerNm
Contributing Manager	DR ALAN FISHER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NW	WASHINGTON	DC	20001	N/A	PUBLIC CHARITY	GENERAL FUND	$150,000
BIRTHRIGHT ISREAL FOUNDATION
PO BOX 21615	NEW YORK	NY	10087	N/A	PUBLIC CHARITY	GENERAL FUND	$4,000
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303	NEW YORK	NY	10022	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
FRIENDSHIP CIRCLE
3921 FABIAN WAY STE A023	PALO ALTO	CA	94303	N/A	PUBLIC CHARITY	GENERAL FUND	$3,600
J THE JEWISH NEWSWEEKLY OF NORTHERN CALIFORNIA
225 BUSH STREET SUITE 480	SAN FRANCISCO	CA	94104	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
JEWISH FAMILY AND CHILDRENS SERVICE
4747 NORTH 7TH STREET SUITE 100	PHOENIX	AZ	85014	N/A	PUBLIC CHARITY	GENERAL FUND	$14,500
JEWISH NATIONAL FUND
42 EAST 69TH STREET	NEW YORK	NY	10021	N/A	PUBLIC CHARITY	GENERAL FUND	$57,500
LUCILE PACKARD FOUNDATION
400 HAMILTON AVENUE SUITE 340	PALO ALTO	CA	94301	N/A	PUBLIC CHARITY	GENERAL FUND	$2,000
NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE RD	VALHALLA	NY	10595	N/A	PUBLIC CHARITY	GENERAL FUND	$4,500
OPENDOR MEDIA
11110 WEST OAKLAND PARK BLVD SUITE	SUNRISE	FL	33351	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000	288
OSHMAN FAMILY JCC
3921 FABIAN WAY STE A023	PALO ALTO	CA	94303	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
STANFORD HOSPITAL
300 PASTEUR DRIVE	STANFORD	CA	94305	N/A	PUBLIC CHARITY	GENERAL FUND	$3,500
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	GNERAL FUND	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$271,600	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	$20,444	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$89,727	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$110,171	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$110,171	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-FISHER
1	C/O BESSEMER TRUST 101 CALIFORNIA S	SAN FRANCISCO	CA	94111	$217,118	Yes (X)
DR ALAN FISHER AND DR BARBARA SOMMER-FISHER
2	C/O BESSEMER TRUST 101 CALIFORNIA S	SAN FRANCISCO	CA	94111	$408,045	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	1,500 SHARES PROCTER & GAMBLE CO	$217,118	2021-08-17
2	1,500 SHARES STRYKER CORP	$408,045	2021-12-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	FINANCIAL SERVICES FEE	CategoryTxt
Amt	$3,500	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,500	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
266.23 OW ALL CAP CORE FD	$4,789	$6,964
34982.47 OW FIXED INCOME FUND	$384,896	$390,754
5.00 ALPHABET INC CLASS C	$6,789	$14,467
5.00 CHARTER COMMUNICATIONS INC	$2,431	$3,259
40.00 META PLATFORMS INC	$7,839	$13,454
20.00 MATCH GROUP INC	$1,994	$2,645
10.00 SEA LTD ADR	$434	$2,237
3.00 DOMINOS PIZZA	$1,167	$1,692
5.00 LVMH MOET HENNESSY VUITTON	$1,750	$4,117
8.00 HOME DEPOT	$1,528	$3,320
20.00 WYNDHAM HOTELS & RESORTS	$842	$1,793
75.00 DOLLARAMA INC	$2,243	$3,751
10.00 EXPEDIA GROUP INC	$1,615	$1,807
30.00 APTIV PLC	$4,474	$4,948
50.00 NIKE INC CL B	$4,744	$8,333
8.00 BURLINGTON STORES INC	$1,158	$2,332
5.00 AMAZON.COM INC	$9,397	$16,671
35.00 HILTON WORLDWIDE HOLDINGS	$3,440	$5,459
15.00 ADVANCE AUTO PARTS	$1,316	$3,598
35.00 ROSS STORES INC	$3,535	$3,999
95.00 US FOODS HOLDING CORP	$2,738	$3,308
40.00 PEPSICO INC	$5,240	$6,948
8883.15 OW CREDIT INCOME FUND	$88,874	$89,631
15.00 PIONEER NATURAL RESOURCES	$1,880	$2,728
85.00 CONOCOPHILLIPS	$5,050	$6,135
65.00 CITIGROUP INC	$3,567	$3,925
10.00 S&P GLOBAL INC.	$3,761	$4,719
35.00 JPMORGAN CHASE & CO	$5,441	$5,542
90.00 SCHWAB CHARLES CORP NEW	$4,751	$7,569
225.00 BANK OF AMERICA CORP	$7,136	$10,010
9.00 AON PLC	$1,958	$2,705
20.00 NASDAQ INC.	$1,841	$4,200
60.00 BLACKSTONE INC	$3,332	$7,727
6.00 MSCI INC	$2,602	$3,676
25.00 CATALENT INC	$2,608	$3,200
30.00 ZOETIS INC	$3,787	$7,320
40.00 IQVIA HOLDINGS INC	$5,981	$11,285
15.00 STERIS PLC	$2,043	$3,651
8.00 THERMO FISHER SCIENTIFIC	$2,597	$5,337
7.00 TELEFLEX INC	$2,021	$2,299
15.00 UNITEDHEALTH GROUP INC	$4,082	$7,532
10.00 COOPER COS INC	$2,960	$4,189
20.00 DANAHER CORP	$2,818	$6,580
8.00 LAB CORP OF AMER HLDGS NEW	$927	$2,513
10.00 HEICO CORPORATION	$1,386	$1,442
22.00 UNION PACIFIC CORP	$3,740	$5,542
12.00 NORTHROP GRUMMAN CORP	$4,397	$4,644
15.00 DOVER CORP	$1,383	$2,724
25.00 SMITH A O CORP	$890	$2,146
15.00 LINCOLN ELEC HLDG	$2,029	$2,092
40.00 IAA INC	$1,174	$2,024
13.00 EQUIFAX INC	$1,540	$3,806
35.00 EATON CORP PLC	$4,960	$6,048
10.00 CARLISLE COS	$1,954	$2,481
10.00 CINTAS CORP	$2,682	$4,431
30.00 SAFRAN SA	$3,818	$3,658
45.00 TEXAS INSTRUMENTS INC	$5,622	$8,481
8.00 NVIDIA CORP	$2,303	$2,352
80.00 MICROSOFT CORP	$12,538	$26,905
8.00 ASML HOLDING	$3,991	$6,403
5.00 NICE LTD ADR	$721	$1,518
10.00 WEX INC	$1,575	$1,403
55.00 AMPHENOL CORP	$2,790	$4,810
20.00 CDW CORP/DE	$2,080	$4,095
30.00 SS&C TECHNOLOGIES HOLDINGS	$1,926	$2,459
5.00 SERVICENOW INC	$1,445	$3,245
5.00 PAYCOM SOFTWARE INC	$1,780	$2,075
55.00 VISA INC	$10,138	$11,919
8.00 SYNOPSYS INC	$997	$2,948
15.00 ASPEN TECHNOLOGY	$2,091	$2,283
5.00 ANSYS INC	$1,047	$2,005
120.00 APPLE INC	$8,534	$21,308
8.00 ADOBE INC	$4,024	$4,536
37783.45 OW LARGE CAP STRATEGIES FD	$460,557	$711,840
20.00 AIR PRODUCTS & CHEMICALS	$4,911	$6,085
25.00 VULCAN MATERIALS	$4,607	$5,189
26.00 AMERICAN TOWER CORP	$6,120	$7,605
10.00 JONES LANG LASALLE INC COM	$1,892	$2,693
12281.82 OW SMALL & MIDCAP STRAT FD	$165,655	$221,686
15.00 AMERICAN WATER WORKS CO	$1,755	$2,832
35.00 AMEREN CORP	$2,617	$3,115

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	$399	$0	$399
DEPARTMENT OF JUSTICE	$50	$0	$50
DELAWARE DIVISION OF CORPORATION	$25	$0	$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDesc	AmtAmt
TRUNCATION	$9
BEGINNING VALUE ADJUSTMENT	$19
RETURNED GRANT FROM 2019	$5,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT SERVICES FEE	$3,690	$2,460	$1,230
DIVIDEND INTEREST EXPENSE	$0	$0	$0

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	$14	$14	$0
FOREIGN TAXES WITHHELD IN EXCESS	$40	$0	$0