SIGMUND FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SIGMUND FOUNDATION INC (EIN 34-2010304)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349101305
- Schema version
- 2019v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T09:26:48-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN BARRY | PreparerPersonNm |
| PTIN | P00369984 | PTIN |
| Phone | 5165089623 | PhoneNum |
| Preparation | 2020-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 10:22:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 758048481B926388E79758BC37DE4E20DA0607D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,477,554 | 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 | $428,047 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,039,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $440,141 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $583,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $462,352 | 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 | $2,401 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $330,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $460,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,691 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $21 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $735,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $680,724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $847,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $223,578 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $396,656 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $410,460 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $966,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,297,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,477,554 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $966,603 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,297,071 | 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 | $966,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,297,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $966,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,297,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $966,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $330,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,297,073 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,297,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $231,928 | $135,356 | $96,572 | $96,572 |
| PUBLICLY TRADED SECURITIES | D | $500,325 | $194,153 | $306,172 | $306,172 |
| PUBLICLY TRADED SECURITIES | P | $284,929 | $269,682 | $15,247 | $15,247 |
| CAPITAL GAINS DIVIDENDS | P | $22,150 | $22,150 | $22,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $440,141 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,118,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085699 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $389,754 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,158,064 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.336557 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $214,302 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,157,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.185222 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $357,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,541,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.231737 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,011 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,641,231 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015239 | DistributionYr5Rt |
| Total Distribution | 0.854454 | TotalDistributionRt |
| Average Distribution | 0.170891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,239,220 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,772 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,607 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $216,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $249,309 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,607 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,607 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,879 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,379 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,772 | OverpaymentAmt |
| Applied To ES Tax | $3,772 | 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 | $1,212,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,258,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,258,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,239,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,607 | TotalTaxAmt |
| Distributable Before Adj | $57,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,354 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $249,309 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,607 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $244,702 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $281,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,958 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $335,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $815,893 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $191,955 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,007,848 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,007,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,182 | ExcessFromYear4Amt |
| Excess From Year3 | $156,958 | ExcessFromYear3Amt |
| Excess From Year2 | $335,647 | ExcessFromYear2Amt |
| Excess From Year1 | $42,106 | ExcessFromYear1Amt |
| Excess From Current Year | $191,955 | 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 (11 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 | $150,000 |
| BIRTHRIGHT ISREAL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| CHABAD OF MID PENINDULA | |||||||
| PO BOX 610055 | REDWOOD CITY | CA | 94061 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CONGREGATION BETH JACOB | |||||||
| 1550 ALAMEDA DE LAS PULGAS | REDWOOD CITY | CA | 940612499 | N/A | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| JEWISH FAMILY AND CHILDRENS SERVICE | |||||||
| 4747 NORTH 7TH STREET SUITE 100 | PHOENIX | AZ | 85014 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | GENERAL FUND | $40,000 |
| 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 | $2,000 |
| 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 | $6,000 |
| STANFORD UNIVERSITY MEDICAL CENTER - THE JEWISH CHAPLAINCY | |||||||
| 300 PASTEUR DRIVE STE HG004 | STANFORD | CT | 94305 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,500 | 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 | $22,211 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,859 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,859 | 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 (3 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 | 147 ATHERTON AVENUE | ATHERTON | CA | 94027 | $25,215 | Yes (X) |
| DR ALAN FISHER AND DR BARBARA SOMMER-FISHER | ||||||
| 2 | 147 ATHERTON AVENUE | ATHERTON | CA | 94027 | $143,092 | Yes (X) |
| DR ALAN FISHER AND DR BARBARA SOMMER-FISHER | ||||||
| 3 | 147 ATHERTON AVENUE | ATHERTON | CA | 94027 | $259,740 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SHARES APERGY CORP. | $25,215 | 2019-04-22 |
| 2 | 1,263 SHARES JPMORGAN CHASE & CO | $143,092 | 2019-04-22 |
| 3 | 1,500 SHARES ROCKWELL AUTOMATION INC. | $259,740 | 2019-10-24 |
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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 36163.959 OW FIXED INCOME FUND - 680414406 | BondNm |
| EOY Book Value | $396,656 | EOYBookValueAmt |
| EOYFMV | $410,460 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10 ADVANCE AUTO PARTS - 00751Y106 | $1,587 | $1,601 |
| 15 ALIBABA GROUP HOLDINGS LTD - 01609W102 | $1,399 | $3,181 |
| 5 ANSYS INC - 03662Q105 | $961 | $1,287 |
| 5 APTARGROUP INC - 038336103 | $570 | $578 |
| 10 AXALTA COATING - G0750C108 | $257 | $304 |
| 5 BURLINGTON STORES INC - 122017106 | $1,133 | $1,140 |
| 5 CABOT MICROELECTRONICS - 12709P103 | $717 | $721 |
| 5 CDW CORP/DE - 12514G108 | $529 | $714 |
| 5 COOPER COS INC - 216648402 | $1,607 | $1,606 |
| 15 CORELOGIC INC - 21871D103 | $618 | $655 |
| 20 DOLLARAMA INC - 25675T107 | $703 | $688 |
| 10 DOVER CORP - 260003108 | $1,058 | $1,152 |
| 5 EQUIFAX INC - 294429105 | $699 | $700 |
| 30 IAA INC - 449253103 | $1,168 | $1,411 |
| 5 IDEX CORP - 45167R104 | $768 | $860 |
| 10 INGREDION INC - 457187102 | $888 | $929 |
| 15 KAR AUCTION SERVICE - 48238T109 | $319 | $326 |
| 5 L3 HARRIS TECHNOLOGIES INC - 502431109 | $922 | $989 |
| 5 LAB CORP OF AMER HLDGS NEW - 50540R409 | $846 | $845 |
| 10 NASDAQ INC. - 631103108 | $990 | $1,071 |
| 29.37 OW ALL CAP CORE FD - 680414307 | $538 | $541 |
| 31114.092 OW LARGE CAP STRATEGIES FD - 680414109 | $353,785 | $468,889 |
| 23209.99 OW MULTI-ASSET OPPS FUND - 680414802 | $156,189 | $175,467 |
| 10377.306 OW SMALL & MIDCAP STRAT FD - 680414604 | $134,185 | $161,678 |
| 145 RENTOKIL INITIAL PLC - | $756 | $869 |
| 40 SAFRAN SA - | $5,360 | $6,185 |
| 380 SAMSONITE INTERNATIONAL SA - | $879 | $911 |
| 15 SIX FLAGS ETTMENT CORP - 83001A102 | $735 | $676 |
| 20 SMITH A O CORP - 831865209 | $902 | $952 |
| 5 STERIS PLC - G8473T100 | $669 | $762 |
| 10 SYNOPSYS INC - 871607107 | $1,309 | $1,392 |
| 5 TELEFLEX INC - 879369106 | $1,869 | $1,882 |
| 70 TENCENT HOLDINGS LTD - | $3,013 | $3,374 |
| 5 VERISK ANALYTICS INC-CL A - 92345Y106 | $712 | $746 |
| 5 WEST PHARMACEUTICAL SVC - 955306105 | $586 | $751 |
| 25 WYNDHAM HOTELS & RESORTS - 98311A105 | $1,498 | $1,570 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUNCATION | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FILING FEE | $359 | $0 | $359 |
| DEPARTMENT OF JUSTICE | $25 | $0 | $25 |
| DELAWARE SECRETARY OF STATE | $50 | $0 | $50 |
| FRANCHISE TAX BOARD (CALIFORNIA) | $75 | $0 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEE | $2,401 | $1,600 | $800 |
| 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $26 | $12 | $0 |
| ESTIMATED TAXES | $2,500 | $0 | $0 |