2020-11-12T09:26:48-06:00 2019-12-31 132792165 BESSEMER TRUST COMPANY NA 630 FIFTH AVENUE NEW YORK NY 10111 990PF 2019-01-01 342010304 SIGMUND FOUNDATION INC SIGM 5165089623 CO BESSEMER TRUST101 CALIFORNIA S SAN FRANCISCO CA 94111 DR BARBARA SOMMER-FISHER PRESIDENT 5165089623 2020-11-12 KEVIN BARRY P00369984 5165089623 2020-10-29 198.160.35.110 2020-11-12 10:22:04 ES P 758048481B926388E79758BC37DE4E20DA0607D2 758048481B926388E79758BC37DE4E20DA0607D2 2019 2021-04-22 16:20:28Z X 1477554 X 428047 22211 22211 133648 1039332 440141 583906 462352 0 0 0 3500 0 3500 2401 1600 800 2526 12 0 509 0 509 8936 1612 4809 244500 244500 253436 1612 249309 330470 460740 7296 219691 219691 21 735708 680724 847403 223578 396656 410460 966603 1297071 1477554 0 0 X 966603 1297071 0 0 0 0 966603 1297071 966603 1297071 966603 330470 0 1297073 2 1297071 PUBLICLY TRADED SECURITIES P 231928 135356 96572 96572 PUBLICLY TRADED SECURITIES D 500325 194153 306172 306172 PUBLICLY TRADED SECURITIES P 284929 269682 15247 15247 CAPITAL GAINS DIVIDENDS P 22150 22150 22150 440141 0 95853 1118479 0.085699 389754 1158064 0.336557 214302 1157000 0.185222 357284 1541763 0.231737 25011 1641231 0.015239 0.854454 0.170891 1239220 211772 4607 216379 249309 X 4607 0 4607 0 4607 2879 5500 0 8379 0 3772 3772 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 1212352 45739 0 1258091 0 0 1258091 18871 1239220 61961 61961 4607 4607 57354 0 57354 0 57354 249309 0 249309 4607 244702 57354 0 0 281182 156958 335647 42106 815893 249309 0 0 0 57354 191955 0 0 1007848 0 0 0 0 0 0 0 1007848 281182 156958 335647 42106 191955 DR BARBARA SOMMER-FISHER DR ALAN FISHER X AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 N/A PUBLIC CHARITY GENERAL FUND 150000 BIRTHRIGHT ISREAL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A PUBLIC CHARITY GENERAL FUND 2500 CHABAD OF MID PENINDULA PO BOX 610055 REDWOOD CITY CA 94061 N/A PUBLIC CHARITY GENERAL FUND 5000 CONGREGATION BETH JACOB 1550 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 940612499 N/A PUBLIC CHARITY GENERAL FUND 25000 JEWISH FAMILY AND CHILDRENS SERVICE 4747 NORTH 7TH STREET SUITE 100 PHOENIX AZ 85014 N/A PUBLIC CHARITY GENERAL FUND 5000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 N/A PUBLIC CHARITY GENERAL FUND 40000 LUCILE PACKARD FOUNDATION 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 N/A PUBLIC CHARITY GENERAL FUND 2000 NEW YORK MEDICAL COLLEGE 40 SUNSHINE COTTAGE RD VALHALLA NY 10595 N/A PUBLIC CHARITY GENERAL FUND 2000 OSHMAN FAMILY JCC 3921 FABIAN WAY STE A023 PALO ALTO CA 94303 N/A PUBLIC CHARITY GENERAL FUND 5000 STANFORD HOSPITAL 300 PASTEUR DRIVE STANFORD CA 94305 N/A PUBLIC CHARITY GENERAL FUND 6000 STANFORD UNIVERSITY MEDICAL CENTER - THE JEWISH CHAPLAINCY 300 PASTEUR DRIVE STE HG004 STANFORD CT 94305 N/A PUBLIC CHARITY GENERAL FUND 2000 244500 0 14 22211 01 18 133648 0 155859 0 155859 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 25215 X 2 DR ALAN FISHER AND DR BARBARA SOMMER-FISHER 147 ATHERTON AVENUE ATHERTON CA 94027 143092 X 3 DR ALAN FISHER AND DR BARBARA SOMMER-FISHER 147 ATHERTON AVENUE ATHERTON CA 94027 259740 X 1 600 SHARES APERGY CORP. 25215 2019-04-22 2 1,263 SHARES JPMORGAN CHASE & CO 143092 2019-04-22 3 1,500 SHARES ROCKWELL AUTOMATION INC. 259740 2019-10-24 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): _____________________________________ 36163.959 OW FIXED INCOME FUND - 680414406 396656 410460 10 ADVANCE AUTO PARTS - 00751Y106 1587 1601 15 ALIBABA GROUP HOLDINGS LTD - 01609W102 1399 3181 5 ANSYS INC - 03662Q105 961 1287 5 APTARGROUP INC - 038336103 570 578 10 AXALTA COATING - G0750C108 257 304 5 BURLINGTON STORES INC - 122017106 1133 1140 5 CABOT MICROELECTRONICS - 12709P103 717 721 5 CDW CORP/DE - 12514G108 529 714 5 COOPER COS INC - 216648402 1607 1606 15 CORELOGIC INC - 21871D103 618 655 20 DOLLARAMA INC - 25675T107 703 688 10 DOVER CORP - 260003108 1058 1152 5 EQUIFAX INC - 294429105 699 700 30 IAA INC - 449253103 1168 1411 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 1071 29.37 OW ALL CAP CORE FD - 680414307 538 541 31114.092 OW LARGE CAP STRATEGIES FD - 680414109 353785 468889 23209.99 OW MULTI-ASSET OPPS FUND - 680414802 156189 175467 10377.306 OW SMALL & MIDCAP STRAT FD - 680414604 134185 161678 145 RENTOKIL INITIAL PLC - 756 869 40 SAFRAN SA - 5360 6185 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 1309 1392 5 TELEFLEX INC - 879369106 1869 1882 70 TENCENT HOLDINGS LTD - 3013 3374 5 VERISK ANALYTICS INC-CL A - 92345Y106 712 746 5 WEST PHARMACEUTICAL SVC - 955306105 586 751 25 WYNDHAM HOTELS & RESORTS - 98311A105 1498 1570 TRUNCATION 2 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 INVESTMENT SERVICES FEE 2401 1600 800 DIVIDEND INTEREST EXPENSE 0 0 0 BARBARA SOMMER-FISHER C/O BESSEMER TRUST 630 FIFTH AVE NEW YORK NY 10111 FOREIGN TAXES PAID 26 12 0 ESTIMATED TAXES 2500 0 0