SIGMUND FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: SIGMUND FOUNDATION INC (EIN 34-2010304)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-11
IRS object ID: 202601319349102130
Schema version: 2025v4.1
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 Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-11T11:03:49-05:00	ReturnTs
Tax Period End	2025-12-31	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	1325 FRANKLIN AVENUE SUITE 560	AddressLine1Txt
City	GARDEN CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11530	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	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	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5165089623	PhoneNum
Signature	2026-05-11	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	YUE SUN	PreparerPersonNm
PTIN	P01828297	PTIN
Phone	5165089623	PhoneNum
Preparation	2026-05-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,910,300	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	$199,614	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$47,789	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$47,789	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$327,067	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$579,524	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$327,067	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$574,470	TotalRevAndExpnssAmt
Total Net Invst Incm	$374,856	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	$3,850	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,850	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$8,850	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$5,900	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,950	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$126	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$64	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$571	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$571	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,397	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,964	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$7,371	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$169,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$169,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$182,697	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,964	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$176,671	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$391,773	ExcessRevenueOverExpensesAmt
Net Investment Income	$368,892	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$215,323	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$208,347	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$208,347	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$706	AcctRcvblAmt
Acct Rcvbl BOY	$880	AcctRcvblBOYAmt
Acct Rcvbl EOY	$706	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$706	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$1,739,537	CorporateStockBOYAmt
Corporate Stock EOY	$1,964,839	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,701,247	CorporateStockEOYFMVAmt
Total Assets BOY	$1,955,740	TotalAssetsBOYAmt
Total Assets EOY	$2,173,892	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,910,300	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,955,740	CapitalStockBOYAmt
Capital Stock EOY	$2,173,892	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	$1,955,740	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,173,892	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,955,740	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,173,892	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,955,740	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$391,773	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,347,513	SubtotalAmt
Other Decreases	$173,621	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,173,892	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
PUBLIC TRADED SECURITIES	P	$161,667	$145,004	$16,663	$16,663
PUBLIC TRADED SECURITIES	P	$83,324	$84,865	-$1,541	-$1,541
PUBLIC TRADED SECURITIES	D	$213,825	$22,588	$191,237	$191,237
CAPITAL GAINS DIVIDENDS	P	$120,708		$120,708	$120,708

Field	Value	IRS element (for citing)
Capital Gain Net Income	$327,067	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,128	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,128	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,128	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,090	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	$6,090	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$962	OverpaymentAmt
Applied To ES Tax	$962	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
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	$2,901,854	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$7,787	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,909,641	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,909,641	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$43,645	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,865,996	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$143,300	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$143,300	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,128	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,128	TotalTaxAmt
Distributable Before Adj	$138,172	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$138,172	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$138,172	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$176,671	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$176,671	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$138,172	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$187,517	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$307,868	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$29,281	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$524,666	TotalExcessDistributionCyovAmt
Qualifying Distributions	$176,671	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$138,172	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$38,499	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$563,165	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	$563,165	ExcessDistriCyovToNextYrAmt
Excess From Year4	$187,517	ExcessFromYear4Amt
Excess From Year2	$307,868	ExcessFromYear2Amt
Excess From Year1	$29,281	ExcessFromYear1Amt
Excess From Current Year	$38,499	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DR BARBARA SOMMER	ContributingManagerNm
Contributing Manager	DR ALAN FISHER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NW	WASHINGTON	DC	20001	N/A	NC	GENERAL FUND	$50,000
BAY AREA FRIENDSHIP CIRCLE
3921 FABIAN WAY STE A023	PALO ALTO	CA	94303	N/A	NC	GENERAL FUND	$7,200
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615	NEW YORK	NY	10087	N/A	NC	GENERAL FUND	$2,500
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303	NEW YORK	NY	10022	N/A	NC	GENERAL FUND	$17,200
HASBARA FELLOWSHIPS
228 PARK AVENUE S 94319	NEW YORK	NY	10003	N/A	NC	GENERAL FUND	$3,600
HONESTREPORTING
165 EAST 56TH STREET 2ND FLOOR	NEW YORK	NY	10022	N/A	NC	GENERAL FUND	$1,500
J THE JEWISH NEWSWEEKLY OF NORTHERN CALIFORNIA
225 BUSH STREET SUITE 480	SAN FRANCISCO	CA	94104	N/A	NC	GENERAL FUND	$3,600
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART STREET 301	SAN FRANCISCO	CA	94105	N/A	NC	GENERAL FUND	$3,800
JEWISH FAMILY AND CHILDRENS SERVICE
4747 NORTH 7TH STREET SUITE 100	PHOENIX	AZ	85014	N/A	NC	GENERAL FUND	$5,000
JEWISH NATIONAL FUND
42 EAST 69TH STREET	NEW YORK	NY	10021	N/A	NC	GENERAL FUND	$20,000
NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE RD	VALHALLA	NY	10595	N/A	NC	GENERAL FUND	$10,000
OSHMAN FAMILY JCC
3921 FABIAN WAY STE A023	PALO ALTO	CA	94303	N/A	NC	GENERAL FUND	$10,400
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUE	SAN JOSE	CA	95125	N/A	NC	GENERAL FUND	$7,000
STANDWITHUS
1801 W OLYMPIC BLVD	PASADENA	CA	911992215	N/A	NC	GENERAL FUND	$1,000
THE JEWISH FEDERATION
PO BOX 54269	LOS ANGELES	CA	90054	N/A	NC	GENERAL FUND	$1,000
THE SALVATION ARMY
PO BOX 193465	SAN FRANCISCO	CA	941193465	N/A	NC	GENERAL FUND	$4,500
THE WASHINGTON INSTITUTE
1111 19TH STREET NW SUITE 500	WASHINGTON	DC	20036	N/A	NC	GENERAL FUND	$20,000
WORLD JEWISH CONGRESS
PO BOX 70343	PHILADELPHIA	PA	19176	N/A	NC	GENERAL FUND	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$169,300	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$47,789	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$327,067	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$374,856	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$374,856	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	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O BESSEMER TRUST 101 CALIFORNIA S	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$199,614	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	510 SHARES APPLE INC	NoncashPropertyDesc
Fair Market Value	$199,614	FairMarketValueAmt
Received	2025-12-30	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	FINANCIAL SERVICES FEE	CategoryTxt
Amt	$3,850	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,850	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 (105 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
37197.33 OW FIXED INCOME FUND	$407,554	$380,900
14610.58 OW CREDIT INCOME FUND	$136,104	$116,738
1062.00 NVIDIA CORP	$26,021	$198,063
47579.15 OW LARGE CAP STRATEGIES FD	$642,397	$983,936
17568.65 OW SMALL & MIDCAP STRAT FD	$247,441	$305,870
135.00 ALPHABET INC CLASS C	$2,175	$42,363
44.00 META PLATFORMS INC	$14,059	$29,043
17.00 SPOTIFY TECHNOLOGY SA	$10,446	$9,872
42.00 TAKE-2 INTERACTIVE	$7,340	$10,753
22.00 LIVE NATION ENTERTMNT INC	$3,118	$3,135
150.00 AMAZON.COM INC	$20,159	$34,623
5.00 HILTON WORLDWIDE HOLDINGS	$311	$1,436
2.00 MERCADOLIBRE INC	$3,169	$4,028
111.00 WALMART INC	$5,096	$12,366
9.00 COSTCO WHSL CORP NEW	$8,130	$7,761
105.00 BAKER HUGHES COMPANY	$5,098	$4,781
74.00 CONOCOPHILLIPS	$5,130	$6,927
45.00 EXXON MOBIL CORP	$5,145	$5,415
48.00 APOLLO GLOBAL MANAGEMENT I	$7,487	$6,948
12.00 MSCI INC	$7,054	$6,884
252.00 BROOKFIELD CORPORATION	$7,417	$11,564
20.00 CAPITAL ONE FINANCIAL	$4,554	$4,847
10.00 JPMORGAN CHASE & CO	$1,434	$3,222
60.00 BANK OF AMERICA CORP	$1,299	$3,300
46.00 INTERACTIVE BROKER	$3,330	$2,958
23.00 S&P GLOBAL INC.	$10,807	$12,019
94.00 INTERCONTINENTAL EXCHG INC	$11,970	$15,224
60.00 VISA INC	$13,589	$21,042
11.00 THERMO FISHER SCIENTIFIC	$5,935	$6,373
69.00 ABBVIE INC	$14,339	$15,765
16.00 INTUITIVE SURGICAL	$7,668	$9,061
115.00 BOSTON SCIENTIFIC CORP	$11,236	$10,965
21.00 UNITEDHEALTH GROUP INC	$9,281	$6,932
29.00 DANAHER CORP	$5,959	$6,638
11.00 MCKESSON CORP	$6,199	$9,023
22.00 CENCORA INC	$4,397	$7,430
11.00 CATERPILLAR INC	$6,394	$6,301
25.00 REPUBLIC SERVICES INC	$5,651	$5,298
12.00 NORTHROP GRUMMAN CORP	$5,722	$6,842
2.00 GE VERNOVA LLC	$1,202	$1,307
35.00 HOWMET AEROSPACE INC	$1,199	$7,175
33.00 XPO INC	$4,849	$4,485
3.00 QUANTA SERVICES INC	$1,307	$1,266
113.00 TRANSUNION	$8,216	$9,689
65.00 BROADCOM INC	$12,138	$22,496
28.00 GARTNER INC CL A	$10,588	$7,063
67.00 FORTINET INC	$5,130	$5,320
88.00 MICROSOFT CORP	$34,816	$42,558
9.00 ASML HOLDING	$7,474	$9,743
6.00 CADENCE DESIGN SYSTEMS INC	$1,752	$1,875
21.00 PALO ALTO NETWORKS INC	$3,868	$3,868
40.00 SERVICENOW INC	$7,067	$6,127
300.00 NVIDIA CORP	$46,205	$55,950
168.00 APPLE INC	$8,500	$45,672
22.00 TAIWAN SEMI MFG CO ADR	$6,420	$6,685
48.00 APPLIED MATERIALS	$7,877	$12,335
9.00 HEIDELBERG MATERIALS AG	$2,119	$2,360
25.00 HOLCIM LTD	$2,239	$2,451
78.00 CRH PLC	$5,993	$9,734
18.00 SHERWIN-WILLIAMS CO	$5,968	$5,832
125.00 ISHRS MSCI EAFE IND FND	$11,137	$12,003
143.00 NEXTERA ENERGY INC	$10,417	$11,480
15.00 AMEREN CORP	$1,171	$1,497
3737.68 BESSEMER SWEEP PROGRAM	$3,737	$3,737
6.00 REDDIT INC	$1,315	$1,379
14.00 LIVE NATION ENTERTMNT INC	$1,020	$1,995
21.00 DOLLARAMA INC	$563	$3,140
26.00 MONCLER SPA	$1,532	$1,677
15.00 LIGHT & WONDER INC.	$1,306	$1,546
5.00 TEXAS ROADHOUSE INC	$875	$830
37.00 US FOODS HOLDING CORP	$854	$2,786
25.00 BJ'S WHOLESALE CLUB HOLDIN	$1,536	$2,250
6.00 ST STR SPDR S&P OIL&GAS EX	$807	$757
34.00 NASDAQ INC.	$1,043	$3,302
18.00 ST STR SPDR S&P REG BK ETF	$1,169	$1,166
37.00 RYAN SPECIALTY HOLDNGS INC	$1,716	$1,910
21.00 TRADEWEB MARKETS INC	$1,380	$2,258
12.00 COOPER COS INC/THE	$811	$983
5.00 MEDPACE HOLDINGS	$1,357	$2,808
12.00 STRAUMANN HOLDING AG	$1,441	$1,414
13.00 STERIS PLC	$2,153	$3,295
5.00 LABCORP HLDGS	$1,399	$1,254
4.00 IDEXX LABS CORP	$1,762	$2,706
28.00 UL SOLUTIONS INC	$1,581	$2,208
41.00 STANDARDAERO INC	$1,191	$1,175
6.00 CARLISLE COS	$1,197	$1,919
8.00 EQUIFAX INC	$988	$1,735
17.00 BOOZ ALLEN HAMILTON HLDGS	$1,741	$1,434
14.00 ROLLINS INC	$856	$840
13.00 ESAB CORP	$1,520	$1,452
8.00 BWX TECHNOLOGIES INC	$731	$1,382
12.00 CLEAN HARBORS INC	$1,573	$2,813
5.00 SAIA INC COM	$1,467	$1,632
63.00 API GROUP CORP	$1,674	$2,410
33.00 CORE & MAIN INC	$1,408	$1,715
16.00 KEYSIGHT TECHNOLOGIES INC	$2,572	$3,251
2.00 ASM INTERNATIONAL NV	$577	$1,216
8.00 MANHATTAN ASSOCIATES INC	$1,453	$1,386
14.00 CDW CORP/DE	$1,537	$1,906
26.00 BENTLEY SYSTEMS INC	$1,198	$992
121.00 CCC INTELLIGENT SOLUTIONS	$1,352	$961
8.00 ENTEGRIS INC	$1,052	$674
7.00 MACOM TECHNOLOGY SOLUTIONS	$1,071	$1,198
24.00 ST STR UTILITIES SELECT	$923	$1,024
7.00 NRG ENERGY INC	$1,134	$1,114

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
TRUNCATION	$28
ADJUSTMENT TO REFLECT SECURITIES ON TAX BASIS	$173,593

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE FILING FEE	$471	$0	$471
DEPARTMENT OF JUSTICE	$75	$0	$75
DELAWARE DIVISION OF CORPORATION	$25	$0	$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT SERVICES FEE	CategoryTxt
Amt	$8,850	Amt
Net Investment Income	$5,900	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,950	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	DR ALAN FISHER AND DR BARBARA SOMME	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O BESSEMER TRUST 101 CALIFORNIA	AddressLine1Txt
Address Line2	STREET	AddressLine2Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID	$64	$64	$0
FOREIGN TAXES WITHHELD IN EXCESS	$62	$0	$0