2021-11-12T10:01:12-06:00 2020-12-31 132792165 BESSEMER TRUST COMPANY NA 1271 AVE OF THE AMERICAS 42 FL NEW YORK NY 10020 990PF 2020-01-01 342010304 SIGMUND FOUNDATION INC SIGM 5165089623 CO BESSEMER TRUST101 CALIFORNIA S SAN FRANCISCO CA 94111 DR BARBARA SOMMER-FISHER PRESIDENT 5165089623 2021-11-12 DR BARBARA SOMMER-FISHE 999009999 KEVIN BARRY P00369984 5165089623 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1754683 X 141336 14902 14902 5600 544751 85160 161838 100062 0 0 0 3500 0 3500 2803 1869 934 6624 7 0 521 0 521 13448 1876 4955 66000 66000 79448 1876 70955 82390 98186 219691 28988 28988 680724 1350489 1725695 396656 0 0 1297071 1379477 1754683 0 0 X 1297071 1379477 0 0 0 0 1297071 1379477 1297071 1379477 1297071 82390 16 1379477 0 1379477 PUBLICLY TRADED SECURITIES 167241 155990 11251 11251 PUBLICLY TRADED SECURITIES 139286 62835 76451 76451 PUBLICLY TRADED SECURITIES 217237 240766 -23529 -23529 CAPITAL GAINS DIVIDENDS P 20987 20987 20987 85160 1365 0 1365 0 1365 4872 0 0 0 4872 0 3507 3507 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-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 NONE 0 NONE 0 0 1571024 19744 0 1590768 0 0 1590768 23862 1566906 78345 78345 1365 1365 76980 0 76980 0 76980 70955 0 70955 0 70955 76980 0 0 281182 156958 335647 42106 191955 1007848 70955 0 0 0 70955 0 6025 6025 1001823 0 0 0 0 0 0 275157 726666 156958 335647 42106 191955 DR BARBARA SOMMER-FISHER DR ALAN FISHER X CONGREGATION BETH JACOB 1550 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 940612499 N/A PUBLIC CHARITY GENERAL FUND 50000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 N/A PUBLIC CHARITY GENERAL FUND 10000 OSHMAN FAMILY JCC 3921 FABIAN WAY STE A023 PALO ALTO CA 94303 N/A PUBLIC CHARITY GENERAL FUND 5000 SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 N/A PUBLIC CHARITY GENERAL FUND 1000 66000 0 14 14902 18 5600 0 20502 0 20502 0 0 0 0 0 0 0 0 0 0 X X 1 DR ALAN FISHER AND DR BARBARA SOMMER-FISHER 147 ATHERTON AVENUE ATHERTON CA 94027 141336 X 1 1,200 SHARES DOVER CORP 141336 2020-01-24 FINANCIAL SERVICES FEE 3500 0 3500 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): _____________________________________ 38786.33 OW FIXED INCOME FUND 430071 449921 80.00 TENCENT HOLDINGS LTD 3534 5817 25.00 SEA LTD ADR 1102 4976 40.00 FACEBOOK INC-A 7839 10926 10.00 ALPHABET INC CLASS C 13578 17518 10.00 CHARTER COMMUNICATIONS INC 4925 6615 20.00 MATCH GROUP INC 1994 3023 15.00 BURLINGTON STORES INC 2582 3923 40.00 HILTON WORLDWIDE HOLDINGS 3996 4450 20.00 ALIBABA GROUP HOLDINGS LTD 2459 4654 15.00 HOME DEPOT 3057 3984 5.00 AMAZON.COM INC 9397 16284 5.00 LVMH MOET HENNESSY VUITTON 1750 3134 60.00 NIKE INC CL B 5760 8488 40.00 ROSS STORES INC 4022 4912 75.00 DOLLARAMA INC 2207 3052 20.00 ADVANCE AUTO PARTS 2100 3150 35.00 WYNDHAM HOTELS & RESORTS 1694 2080 45.00 PEPSICO INC 5919 6673 55.00 US FOODS HOLDING CORP 1345 1832 8028.46 OW CREDIT INCOME FUND 80298 81970 15.00 PIONEER NATURAL RESOURCES 1880 1708 95.00 CONOCOPHILLIPS 5685 3799 60.00 SCHWAB CHARLES CORP NEW 2961 3182 10.00 S&P GLOBAL INC. 2871 3287 80.00 CITIGROUP INC 4755 4932 245.00 BANK OF AMERICA CORP 7837 7425 20.00 CHUBB LIMITED 3098 3078 25.00 NASDAQ INC. 2378 3318 10.00 AON PLC 2027 2112 5.00 BLACKROCK INC 2537 3607 90.00 BLACKSTONE GROUP INC 5254 5832 5.00 TELEFLEX INC 1390 2057 5.00 WEST PHARMACEUTICAL SVC 745 1416 16.00 THERMO FISHER SCIENTIFIC 5205 7452 15.00 LAB CORP OF AMER HLDGS NEW 2005 3053 35.00 DANAHER CORP 5128 7774 10.00 COOPER COS INC 2960 3633 20.00 UNITEDHEALTH GROUP INC 5535 7013 15.00 STERIS PLC 2043 2843 45.00 IQVIA HOLDINGS INC 6759 8062 35.00 ZOETIS INC 4456 5792 50.00 IAA INC 1644 3249 30.00 SAFRAN SA 3818 4268 5.00 L3 HARRIS TECHNOLOGIES INC 922 945 20.00 DOVER CORP 1970 2525 15.00 EQUIFAX INC 1820 2892 10.00 IDEX CORP 1432 1992 345.00 RENTOKIL INITIAL PLC 1710 2400 10.00 VERISK ANALYTICS INC-CL A 1397 2075 45.00 UNION PACIFIC CORP 7886 9369 55.00 FORTIVE CO 3410 3895 10.00 CINTAS CORP 2682 3534 45.00 SMITH A O CORP 1793 2466 10.00 ANSYS INC 2008 3638 5.00 ASPEN TECHNOLOGY 664 651 5.00 ASML HOLDING 2278 2439 5.00 NICE LTD ADR 721 1417 100.00 MICROSOFT CORP 15731 22242 15.00 SYNOPSYS INC 1936 3888 5.00 SERVICENOW INC 1445 2752 30.00 AMPHENOL CORP 3061 3923 20.00 CMC MATERIALS INC 2277 3026 3.00 PAYCOM SOFTWARE INC 1021 1356 30.00 SS&C TECHNOLOGIES HOLDINGS 1926 2182 15.00 CDW CORP/DE 1396 1976 10.00 WEX INC 1575 2035 65.00 VISA INC 12085 14217 50.00 FIDELITY NATL INFO SVCS 6726 7073 50.00 TEXAS INSTRUMENTS INC 6265 8206 10.00 ADOBE INC 4122 5001 140.00 APPLE INC 10128 18576 35114.66 OW LARGE CAP STRATEGIES FD 406293 601865 15.00 APTARGROUP INC 1529 2053 20.00 AIR PRODUCTS & CHEMICALS 4911 5464 20.00 AMERICAN TOWER CORP 4467 4489 11752.58 OW SMALL & MIDCAP STRAT FD 149942 216482 20.00 AMERICAN WATER WORKS CO 2354 3069 45.00 AMEREN CORP 3378 3512 262.90 OW ALL CAP CORE FD 4628 5796 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 TRUNCATION 16 INVESTMENT SERVICES FEE 2803 1869 934 DIVIDEND INTEREST EXPENSE 0 0 0 BARBARA SOMMER-FISHER C/O BESSEMER TRUST 630 FIFTH AVE NEW YORK NY 10111 FOREIGN TAXES PAID 7 7 0 ESTIMATED TAXES 1100 0 0 FOREIGN TAXES WITHHELD IN EXCESS 17 0 0 EXTENSION TAX PAYMENT 5500 0 0