2026-05-11T11:03:49-05:00 2025-12-31 132792165 BESSEMER TRUST COMPANY NA 1325 FRANKLIN AVENUE SUITE 560 GARDEN CITY NY 11530 990PF 2025-01-01 342010304 SIGMUND FOUNDATION INC SIGM 5165089623 CO BESSEMER TRUST101 CALIFORNIA S SAN FRANCISCO CA 94111 DR BARBARA SOMMER PRESIDENT 5165089623 2026-05-11 YUE SUN P01828297 5165089623 2026-05-08 2025 2025-03-06 01:10:19Z X 2910300 X 199614 47789 47789 327067 579524 327067 574470 374856 0 0 0 3850 0 3850 8850 5900 2950 126 64 0 571 0 571 13397 5964 7371 169300 169300 182697 5964 176671 391773 368892 215323 208347 208347 706 880 706 706 1739537 1964839 2701247 1955740 2173892 2910300 0 0 X 1955740 2173892 0 0 0 0 1955740 2173892 1955740 2173892 1955740 391773 0 2347513 173621 2173892 PUBLIC TRADED SECURITIES P 161667 145004 16663 16663 PUBLIC TRADED SECURITIES P 83324 84865 -1541 -1541 PUBLIC TRADED SECURITIES D 213825 22588 191237 191237 CAPITAL GAINS DIVIDENDS P 120708 120708 120708 327067 5128 0 5128 0 5128 6090 0 0 0 6090 0 962 962 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 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 2901854 7787 0 2909641 0 0 2909641 43645 2865996 143300 143300 5128 5128 138172 0 138172 0 138172 176671 0 176671 138172 0 0 187517 307868 29281 524666 176671 0 0 0 138172 38499 0 0 563165 0 0 0 0 0 0 0 563165 187517 307868 29281 38499 DR BARBARA SOMMER DR ALAN FISHER X AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 N/A NC GENERAL FUND 50000 BAY AREA FRIENDSHIP CIRCLE 3921 FABIAN WAY STE A023 PALO ALTO CA 94303 N/A NC GENERAL FUND 7200 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A NC GENERAL FUND 2500 FRIENDS OF UNITED HATZALAH 208 EAST 51ST STREET SUITE 303 NEW YORK NY 10022 N/A NC GENERAL FUND 17200 HASBARA FELLOWSHIPS 228 PARK AVENUE S 94319 NEW YORK NY 10003 N/A NC GENERAL FUND 3600 HONESTREPORTING 165 EAST 56TH STREET 2ND FLOOR NEW YORK NY 10022 N/A NC GENERAL FUND 1500 J THE JEWISH NEWSWEEKLY OF NORTHERN CALIFORNIA 225 BUSH STREET SUITE 480 SAN FRANCISCO CA 94104 N/A NC GENERAL FUND 3600 JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET 301 SAN FRANCISCO CA 94105 N/A NC GENERAL FUND 3800 JEWISH FAMILY AND CHILDRENS SERVICE 4747 NORTH 7TH STREET SUITE 100 PHOENIX AZ 85014 N/A NC GENERAL FUND 5000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 N/A NC GENERAL FUND 20000 NEW YORK MEDICAL COLLEGE 40 SUNSHINE COTTAGE RD VALHALLA NY 10595 N/A NC GENERAL FUND 10000 OSHMAN FAMILY JCC 3921 FABIAN WAY STE A023 PALO ALTO CA 94303 N/A NC GENERAL FUND 10400 SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 N/A NC GENERAL FUND 7000 STANDWITHUS 1801 W OLYMPIC BLVD PASADENA CA 911992215 N/A NC GENERAL FUND 1000 THE JEWISH FEDERATION PO BOX 54269 LOS ANGELES CA 90054 N/A NC GENERAL FUND 1000 THE SALVATION ARMY PO BOX 193465 SAN FRANCISCO CA 941193465 N/A NC GENERAL FUND 4500 THE WASHINGTON INSTITUTE 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 N/A NC GENERAL FUND 20000 WORLD JEWISH CONGRESS PO BOX 70343 PHILADELPHIA PA 19176 N/A NC GENERAL FUND 1000 169300 0 14 47789 18 327067 0 374856 0 374856 0 0 0 0 0 0 0 0 0 0 X X 1 DR ALAN FISHER AND DR BARBARA SOMMER C/O BESSEMER TRUST 101 CALIFORNIA S SAN FRANCISCO CA 94111 199614 X 1 510 SHARES APPLE INC 199614 2025-12-30 FINANCIAL SERVICES FEE 3850 0 3850 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): _____________________________________ 37197.33 OW FIXED INCOME FUND 407554 380900 14610.58 OW CREDIT INCOME FUND 136104 116738 1062.00 NVIDIA CORP 26021 198063 47579.15 OW LARGE CAP STRATEGIES FD 642397 983936 17568.65 OW SMALL & MIDCAP STRAT FD 247441 305870 135.00 ALPHABET INC CLASS C 2175 42363 44.00 META PLATFORMS INC 14059 29043 17.00 SPOTIFY TECHNOLOGY SA 10446 9872 42.00 TAKE-2 INTERACTIVE 7340 10753 22.00 LIVE NATION ENTERTMNT INC 3118 3135 150.00 AMAZON.COM INC 20159 34623 5.00 HILTON WORLDWIDE HOLDINGS 311 1436 2.00 MERCADOLIBRE INC 3169 4028 111.00 WALMART INC 5096 12366 9.00 COSTCO WHSL CORP NEW 8130 7761 105.00 BAKER HUGHES COMPANY 5098 4781 74.00 CONOCOPHILLIPS 5130 6927 45.00 EXXON MOBIL CORP 5145 5415 48.00 APOLLO GLOBAL MANAGEMENT I 7487 6948 12.00 MSCI INC 7054 6884 252.00 BROOKFIELD CORPORATION 7417 11564 20.00 CAPITAL ONE FINANCIAL 4554 4847 10.00 JPMORGAN CHASE & CO 1434 3222 60.00 BANK OF AMERICA CORP 1299 3300 46.00 INTERACTIVE BROKER 3330 2958 23.00 S&P GLOBAL INC. 10807 12019 94.00 INTERCONTINENTAL EXCHG INC 11970 15224 60.00 VISA INC 13589 21042 11.00 THERMO FISHER SCIENTIFIC 5935 6373 69.00 ABBVIE INC 14339 15765 16.00 INTUITIVE SURGICAL 7668 9061 115.00 BOSTON SCIENTIFIC CORP 11236 10965 21.00 UNITEDHEALTH GROUP INC 9281 6932 29.00 DANAHER CORP 5959 6638 11.00 MCKESSON CORP 6199 9023 22.00 CENCORA INC 4397 7430 11.00 CATERPILLAR INC 6394 6301 25.00 REPUBLIC SERVICES INC 5651 5298 12.00 NORTHROP GRUMMAN CORP 5722 6842 2.00 GE VERNOVA LLC 1202 1307 35.00 HOWMET AEROSPACE INC 1199 7175 33.00 XPO INC 4849 4485 3.00 QUANTA SERVICES INC 1307 1266 113.00 TRANSUNION 8216 9689 65.00 BROADCOM INC 12138 22496 28.00 GARTNER INC CL A 10588 7063 67.00 FORTINET INC 5130 5320 88.00 MICROSOFT CORP 34816 42558 9.00 ASML HOLDING 7474 9743 6.00 CADENCE DESIGN SYSTEMS INC 1752 1875 21.00 PALO ALTO NETWORKS INC 3868 3868 40.00 SERVICENOW INC 7067 6127 300.00 NVIDIA CORP 46205 55950 168.00 APPLE INC 8500 45672 22.00 TAIWAN SEMI MFG CO ADR 6420 6685 48.00 APPLIED MATERIALS 7877 12335 9.00 HEIDELBERG MATERIALS AG 2119 2360 25.00 HOLCIM LTD 2239 2451 78.00 CRH PLC 5993 9734 18.00 SHERWIN-WILLIAMS CO 5968 5832 125.00 ISHRS MSCI EAFE IND FND 11137 12003 143.00 NEXTERA ENERGY INC 10417 11480 15.00 AMEREN CORP 1171 1497 3737.68 BESSEMER SWEEP PROGRAM 3737 3737 6.00 REDDIT INC 1315 1379 14.00 LIVE NATION ENTERTMNT INC 1020 1995 21.00 DOLLARAMA INC 563 3140 26.00 MONCLER SPA 1532 1677 15.00 LIGHT & WONDER INC. 1306 1546 5.00 TEXAS ROADHOUSE INC 875 830 37.00 US FOODS HOLDING CORP 854 2786 25.00 BJ'S WHOLESALE CLUB HOLDIN 1536 2250 6.00 ST STR SPDR S&P OIL&GAS EX 807 757 34.00 NASDAQ INC. 1043 3302 18.00 ST STR SPDR S&P REG BK ETF 1169 1166 37.00 RYAN SPECIALTY HOLDNGS INC 1716 1910 21.00 TRADEWEB MARKETS INC 1380 2258 12.00 COOPER COS INC/THE 811 983 5.00 MEDPACE HOLDINGS 1357 2808 12.00 STRAUMANN HOLDING AG 1441 1414 13.00 STERIS PLC 2153 3295 5.00 LABCORP HLDGS 1399 1254 4.00 IDEXX LABS CORP 1762 2706 28.00 UL SOLUTIONS INC 1581 2208 41.00 STANDARDAERO INC 1191 1175 6.00 CARLISLE COS 1197 1919 8.00 EQUIFAX INC 988 1735 17.00 BOOZ ALLEN HAMILTON HLDGS 1741 1434 14.00 ROLLINS INC 856 840 13.00 ESAB CORP 1520 1452 8.00 BWX TECHNOLOGIES INC 731 1382 12.00 CLEAN HARBORS INC 1573 2813 5.00 SAIA INC COM 1467 1632 63.00 API GROUP CORP 1674 2410 33.00 CORE & MAIN INC 1408 1715 16.00 KEYSIGHT TECHNOLOGIES INC 2572 3251 2.00 ASM INTERNATIONAL NV 577 1216 8.00 MANHATTAN ASSOCIATES INC 1453 1386 14.00 CDW CORP/DE 1537 1906 26.00 BENTLEY SYSTEMS INC 1198 992 121.00 CCC INTELLIGENT SOLUTIONS 1352 961 8.00 ENTEGRIS INC 1052 674 7.00 MACOM TECHNOLOGY SOLUTIONS 1071 1198 24.00 ST STR UTILITIES SELECT 923 1024 7.00 NRG ENERGY INC 1134 1114 TRUNCATION 28 ADJUSTMENT TO REFLECT SECURITIES ON TAX BASIS 173593 DELAWARE FILING FEE 471 0 471 DEPARTMENT OF JUSTICE 75 0 75 DELAWARE DIVISION OF CORPORATION 25 0 25 INVESTMENT SERVICES FEE 8850 5900 2950 DR ALAN FISHER AND DR BARBARA SOMME C/O BESSEMER TRUST 101 CALIFORNIA STREET SAN FRANCISCO CA 94111 FOREIGN TAXES PAID 64 64 0 FOREIGN TAXES WITHHELD IN EXCESS 62 0 0