SIGMUND FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SIGMUND FOUNDATION INC (EIN 34-2010304)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349102126
- Schema version
- 2020v4.1
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T10:01:12-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 1271 AVE OF THE AMERICAS 42 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-12 | 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 | KEVIN BARRY | PreparerPersonNm |
| PTIN | P00369984 | PTIN |
| Phone | 5165089623 | PhoneNum |
| Preparation | 2021-11-12 | 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 | 2020 | 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 | $1,754,683 | 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 | $141,336 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $544,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,160 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $161,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,062 | 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 | $2,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,869 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $934 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $521 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $219,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,988 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $680,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,350,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,725,695 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $396,656 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,297,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,379,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,754,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,297,071 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,379,477 | 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 | $1,297,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,379,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,297,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,379,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,297,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16 | OtherIncreasesAmt |
| Subtotal | $1,379,477 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,379,477 | 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 | $167,241 | $155,990 | $11,251 | $11,251 | |
| PUBLICLY TRADED SECURITIES | $139,286 | $62,835 | $76,451 | $76,451 | |
| PUBLICLY TRADED SECURITIES | $217,237 | $240,766 | -$23,529 | -$23,529 | |
| CAPITAL GAINS DIVIDENDS | $20,987 | $20,987 | $20,987 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,160 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,872 | 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 | $4,872 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,507 | OverpaymentAmt |
| Applied To ES Tax | $3,507 | 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 | $1,571,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,590,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,590,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,566,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,365 | TotalTaxAmt |
| Distributable Before Adj | $76,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,980 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,955 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $281,182 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $156,958 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $335,647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,106 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,955 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,007,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,025 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,025 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,001,823 | 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 | $275,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $726,666 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $156,958 | ExcessFromYear4Amt |
| Excess From Year3 | $335,647 | ExcessFromYear3Amt |
| Excess From Year2 | $42,106 | ExcessFromYear2Amt |
| Excess From Year1 | $191,955 | ExcessFromYear1Amt |
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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION BETH JACOB | |||||||
| 1550 ALAMEDA DE LAS PULGAS | REDWOOD CITY | CA | 940612499 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,502 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,502 | 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-FISHER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 ATHERTON AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $141,336 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,200 SHARES DOVER CORP | NoncashPropertyDesc |
| Fair Market Value | $141,336 | FairMarketValueAmt |
| Received | 2020-01-24 | ReceivedDt |
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 (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 38786.33 OW FIXED INCOME FUND | $430,071 | $449,921 |
| 80.00 TENCENT HOLDINGS LTD | $3,534 | $5,817 |
| 25.00 SEA LTD ADR | $1,102 | $4,976 |
| 40.00 FACEBOOK INC-A | $7,839 | $10,926 |
| 10.00 ALPHABET INC CLASS C | $13,578 | $17,518 |
| 10.00 CHARTER COMMUNICATIONS INC | $4,925 | $6,615 |
| 20.00 MATCH GROUP INC | $1,994 | $3,023 |
| 15.00 BURLINGTON STORES INC | $2,582 | $3,923 |
| 40.00 HILTON WORLDWIDE HOLDINGS | $3,996 | $4,450 |
| 20.00 ALIBABA GROUP HOLDINGS LTD | $2,459 | $4,654 |
| 15.00 HOME DEPOT | $3,057 | $3,984 |
| 5.00 AMAZON.COM INC | $9,397 | $16,284 |
| 5.00 LVMH MOET HENNESSY VUITTON | $1,750 | $3,134 |
| 60.00 NIKE INC CL B | $5,760 | $8,488 |
| 40.00 ROSS STORES INC | $4,022 | $4,912 |
| 75.00 DOLLARAMA INC | $2,207 | $3,052 |
| 20.00 ADVANCE AUTO PARTS | $2,100 | $3,150 |
| 35.00 WYNDHAM HOTELS & RESORTS | $1,694 | $2,080 |
| 45.00 PEPSICO INC | $5,919 | $6,673 |
| 55.00 US FOODS HOLDING CORP | $1,345 | $1,832 |
| 8028.46 OW CREDIT INCOME FUND | $80,298 | $81,970 |
| 15.00 PIONEER NATURAL RESOURCES | $1,880 | $1,708 |
| 95.00 CONOCOPHILLIPS | $5,685 | $3,799 |
| 60.00 SCHWAB CHARLES CORP NEW | $2,961 | $3,182 |
| 10.00 S&P GLOBAL INC. | $2,871 | $3,287 |
| 80.00 CITIGROUP INC | $4,755 | $4,932 |
| 245.00 BANK OF AMERICA CORP | $7,837 | $7,425 |
| 20.00 CHUBB LIMITED | $3,098 | $3,078 |
| 25.00 NASDAQ INC. | $2,378 | $3,318 |
| 10.00 AON PLC | $2,027 | $2,112 |
| 5.00 BLACKROCK INC | $2,537 | $3,607 |
| 90.00 BLACKSTONE GROUP INC | $5,254 | $5,832 |
| 5.00 TELEFLEX INC | $1,390 | $2,057 |
| 5.00 WEST PHARMACEUTICAL SVC | $745 | $1,416 |
| 16.00 THERMO FISHER SCIENTIFIC | $5,205 | $7,452 |
| 15.00 LAB CORP OF AMER HLDGS NEW | $2,005 | $3,053 |
| 35.00 DANAHER CORP | $5,128 | $7,774 |
| 10.00 COOPER COS INC | $2,960 | $3,633 |
| 20.00 UNITEDHEALTH GROUP INC | $5,535 | $7,013 |
| 15.00 STERIS PLC | $2,043 | $2,843 |
| 45.00 IQVIA HOLDINGS INC | $6,759 | $8,062 |
| 35.00 ZOETIS INC | $4,456 | $5,792 |
| 50.00 IAA INC | $1,644 | $3,249 |
| 30.00 SAFRAN SA | $3,818 | $4,268 |
| 5.00 L3 HARRIS TECHNOLOGIES INC | $922 | $945 |
| 20.00 DOVER CORP | $1,970 | $2,525 |
| 15.00 EQUIFAX INC | $1,820 | $2,892 |
| 10.00 IDEX CORP | $1,432 | $1,992 |
| 345.00 RENTOKIL INITIAL PLC | $1,710 | $2,400 |
| 10.00 VERISK ANALYTICS INC-CL A | $1,397 | $2,075 |
| 45.00 UNION PACIFIC CORP | $7,886 | $9,369 |
| 55.00 FORTIVE CO | $3,410 | $3,895 |
| 10.00 CINTAS CORP | $2,682 | $3,534 |
| 45.00 SMITH A O CORP | $1,793 | $2,466 |
| 10.00 ANSYS INC | $2,008 | $3,638 |
| 5.00 ASPEN TECHNOLOGY | $664 | $651 |
| 5.00 ASML HOLDING | $2,278 | $2,439 |
| 5.00 NICE LTD ADR | $721 | $1,417 |
| 100.00 MICROSOFT CORP | $15,731 | $22,242 |
| 15.00 SYNOPSYS INC | $1,936 | $3,888 |
| 5.00 SERVICENOW INC | $1,445 | $2,752 |
| 30.00 AMPHENOL CORP | $3,061 | $3,923 |
| 20.00 CMC MATERIALS INC | $2,277 | $3,026 |
| 3.00 PAYCOM SOFTWARE INC | $1,021 | $1,356 |
| 30.00 SS&C TECHNOLOGIES HOLDINGS | $1,926 | $2,182 |
| 15.00 CDW CORP/DE | $1,396 | $1,976 |
| 10.00 WEX INC | $1,575 | $2,035 |
| 65.00 VISA INC | $12,085 | $14,217 |
| 50.00 FIDELITY NATL INFO SVCS | $6,726 | $7,073 |
| 50.00 TEXAS INSTRUMENTS INC | $6,265 | $8,206 |
| 10.00 ADOBE INC | $4,122 | $5,001 |
| 140.00 APPLE INC | $10,128 | $18,576 |
| 35114.66 OW LARGE CAP STRATEGIES FD | $406,293 | $601,865 |
| 15.00 APTARGROUP INC | $1,529 | $2,053 |
| 20.00 AIR PRODUCTS & CHEMICALS | $4,911 | $5,464 |
| 20.00 AMERICAN TOWER CORP | $4,467 | $4,489 |
| 11752.58 OW SMALL & MIDCAP STRAT FD | $149,942 | $216,482 |
| 20.00 AMERICAN WATER WORKS CO | $2,354 | $3,069 |
| 45.00 AMEREN CORP | $3,378 | $3,512 |
| 262.90 OW ALL CAP CORE FD | $4,628 | $5,796 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FILING FEE | $391 | $0 | $391 |
| DEPARTMENT OF JUSTICE | $75 | $0 | $75 |
| DELAWARE SECRETARY OF STATE | $20 | $0 | $20 |
| DELAWARE DIVISION OF CORPORATION | $25 | $0 | $25 |
| FRANCHISE TAX BOARD (CALIFORNIA) | $10 | $0 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUNCATION | Desc |
| Amt | $16 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEE | $2,803 | $1,869 | $934 |
| DIVIDEND INTEREST EXPENSE | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA SOMMER-FISHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TRUST 630 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $7 | $7 | $0 |
| ESTIMATED TAXES | $1,100 | $0 | $0 |
| FOREIGN TAXES WITHHELD IN EXCESS | $17 | $0 | $0 |
| EXTENSION TAX PAYMENT | $5,500 | $0 | $0 |