SIGMUND FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: SIGMUND FOUNDATION INC (EIN 34-2010304)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-07-08
IRS object ID: 201921899349100107
Schema version: 2018v3.1
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 Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-07-08T09:57:07-05:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	C/O BESSEMER TRUST101 CALIFORNIA ST	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	2019-07-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DONALD CHIN	PreparerPersonNm
PTIN	P02045998	PTIN
Phone	5165089623	PhoneNum
Preparation	2019-05-30	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	2019-07-08	IPDt
IP Tm	10:42:43	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	31C83D6B3AD52F3CEA74E9535250557802AD0824	AtSubmissionCreationDeviceId
At Submission Filing Device Id	31C83D6B3AD52F3CEA74E9535250557802AD0824	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,067,955	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	$200,231	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$17,749	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$17,749	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$30,111	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$162,923	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$92,629	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$248,091	TotalRevAndExpnssAmt
Total Net Invst Incm	$110,378	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	$2,249	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,499	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$750	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$64	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$32	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$430	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$430	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,243	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,531	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,680	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$91,173	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$91,173	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$97,416	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,531	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$95,853	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$150,675	ExcessRevenueOverExpensesAmt
Net Investment Income	$108,847	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$17,869	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$7,296	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$7,296	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$21	AcctRcvblAmt
Acct Rcvbl EOY	$21	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$21	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$682,933	CorporateStockBOYAmt
Corporate Stock EOY	$735,708	CorporateStockEOYAmt
Corporate Stock EOYFMV	$834,324	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$223,578	CorporateBondsBOYAmt
Corporate Bonds EOY	$223,578	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$226,314	CorporateBondsEOYFMVAmt
Total Assets BOY	$924,380	TotalAssetsBOYAmt
Total Assets EOY	$966,603	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,067,955	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$924,380	CapitalStockBOYAmt
Capital Stock EOY	$966,603	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	$924,380	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$966,603	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$924,380	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$966,603	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$924,380	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$150,675	ExcessRevenueOverExpensesAmt
Other Increases	$4	OtherIncreasesAmt
Subtotal	$1,075,059	SubtotalAmt
Other Decreases	$108,456	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$966,603	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	$27,401	$22,765	$4,636	$4,636
PUBLICLY TRADED SECURITIES	P	$9,626	$9,501	$125	$125
PUBLICLY TRADED SECURITIES	D	$99,306	$38,028	$61,278	$61,278
CAPITAL GAINS DIVIDENDS	P	$26,590		$26,590	$26,590

Field	Value	IRS element (for citing)
Capital Gain Net Income	$92,629	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$389,754	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,158,064	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.336557	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$214,302	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,157,000	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.185222	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$357,284	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,541,763	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.231737	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$25,011	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,641,231	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.015239	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$98,508	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,111,642	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.088615	DistributionYr5Rt
Total Distribution	0.857370	TotalDistributionRt
Average Distribution	0.171474	AverageDistributionRt
Net Vl Noncharitable Assets	$1,118,479	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$191,790	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,088	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$192,878	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$95,853	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,177	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,177	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,177	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,556	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,556	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$379	OverpaymentAmt
Applied To ES Tax	$379	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	$1,074,149	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$61,363	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,135,512	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,135,512	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$17,033	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,118,479	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$55,924	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$55,924	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,177	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,177	TotalTaxAmt
Distributable Before Adj	$53,747	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$53,747	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$53,747	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$95,853	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$95,853	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$95,853	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$53,747	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$44,421	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$281,182	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$156,958	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$335,647	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$818,208	TotalExcessDistributionCyovAmt
Qualifying Distributions	$95,853	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$53,747	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$42,106	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$860,314	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	$44,421	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$815,893	ExcessDistriCyovToNextYrAmt
Excess From Year3	$281,182	ExcessFromYear3Amt
Excess From Year2	$156,958	ExcessFromYear2Amt
Excess From Year1	$335,647	ExcessFromYear1Amt
Excess From Current Year	$42,106	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 (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	$17,573
JEWISH NATIONAL FUND
42 EAST 69TH STREET	NEW YORK	NY	10021	N/A	PUBLIC CHARITY	GENERAL FUND	$61,100
OSHMAN FAMILY JCC
3921 FABIAN WAY STE A023	PALO ALTO	CA	94303	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
STANFORD UNIVERSITY MEDICAL CENTER - THE JEWISH CHAPLAINCY
300 PASTEUR DRIVE STE HG004	STANFORD	CT	94305	N/A	PUBLIC CHARITY	GENERAL FUND	$7,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$91,173	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	$17,749	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	$30,111	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$47,860	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$47,860	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	147 ATHERTON AVENUE	ATHERTON	CA	94027	$100,546	Yes (X)
DR ALAN FISHER AND DR BARBARA SOMMER-FISHER
2	147 ATHERTON AVENUE	ATHERTON	CA	94027	$99,685	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	867 SHARES JPMORGAN CHASE & CO.	$100,546	2018-03-16
2	870 SHARES JPMORGAN CHASE & CO.	$99,685	2018-08-20

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	SCHEDULE ATTACHED	BondNm
EOY Book Value	$223,578	EOYBookValueAmt
EOYFMV	$226,314	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SCHEDULE ATTACHED	StockNm
EOY Book Value	$735,708	EOYBookValueAmt
EOYFMV	$834,324	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT TO REFLECT SECURITIES ON TAX BASIS	Desc
Amt	$108,456	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	$345	$0	$345
DEPARTMENT OF JUSTICE	$25	$0	$25
DELAWARE SECRETARY OF STATE	$50	$0	$50
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	$4	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT SERVICES FEE	$2,249	$1,499	$750
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	$32	$32	$0
FOREIGN TAXES WITHHELD IN EXCESS	$32	$0	$0