Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
The Herbert & Nell Singer Foundation Inc
 
% c/o Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside RdSuite 123Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-3151548
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$74,048,655
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,970
2 Check bullet
3 Interest on savings and temporary cash investments 1,449 1,449  
4 Dividends and interest from securities...... 2,680,245 2,680,245  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 981,840
b Gross sales price for all assets on line 6a 25,872,899
7 Capital gain net income (from Part IV, line 2)... 981,840
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,674,504 3,663,534  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,077     23,077
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 1,765     1,765
16a Legal fees (attach schedule)......... 2,400 0 0 2,400
b Accounting fees (attach schedule)....... 1,500 0 0 1,500
c Other professional fees (attach schedule).... 336,568 336,568    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 53,720 5,748    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,400     12,400
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 111,771 1,997   109,774
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 543,201 344,313 0 150,916
25 Contributions, gifts, grants paid........ 3,671,900 3,671,900
26 Total expenses and disbursements. Add lines 24 and 25 4,215,101 344,313 0 3,822,816
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -540,597
b Net investment income (if negative, enter -0-) 3,319,221
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,573,204 1,809,636 1,809,636
3 Accounts receivable bullet3,227
Less: allowance for doubtful accounts bullet   7,270 3,227 3,227
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 11,489,362 Click to see attachment8,484,445 8,151,945
b Investments—corporate stock (attach schedule)........ 37,932,874 Click to see attachment45,105,830 53,597,783
c Investments—corporate bonds (attach schedule)........ 8,526,467 Click to see attachment4,085,442 4,156,413
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,500,001 Click to see attachment5,000,001 6,329,651
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 65,029,178 64,488,581 74,048,655
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 65,029,178 64,488,581
30 Total net assets or fund balances (see page 17 of the
instructions).................... 65,029,178 64,488,581
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 65,029,178 64,488,581
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 65,029,178
2 Enter amount from Part I, line 27a..................... 2 -540,597
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 64,488,581
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 64,488,581
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b DEGAS PAINTING D 2010-01-26  
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 25,422,899   24,391,059 1,031,840
b 450,000   500,000 -50,000
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a        
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 981,840
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 3,390,631 76,875,914 0.044105
2011 1,196,693 69,156,374 0.017304
2010 943,928 57,949,070 0.016289
2009 2,038,338 23,268,753 0.0876
2008 573,738 29,087,945 0.019724
2 Total of line 1, column (d) ...................... 2 0.185022
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.037004
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 72,702,099
5 Multiply line 4 by line 3....................... 5 2,690,268
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 33,192
7 Add lines 5 and 6......................... 7 2,723,460
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,822,816
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 33,192
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 33,192
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 33,192
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 39,026
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,026
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,834
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet5,834 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT, NY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    Ernest N Abate VP / Dir / Treas
    1.0
    0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jay H Sandak Pres / Dir
    1.0
    23,077    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mary E Sandak Dir / Sec
    1.0
    0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Merrill Lynch Investment Mgmt 336,568
    153 East 53rd Street 47th Floor
    New York,NY10022
    Foundation Source Administrative 104,736
    55 Walls Drive suite 302
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,635,105
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    33,192
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,192
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,601,913
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,601,913
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    3,601,913
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 3,601,913
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 3,742,528
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 3,822,816
    a Applied to 2012, but not more than line 2a 3,742,528
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 80,288
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    3,521,625
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALBERT EINSTEIN COLLEGE OF MEDICINE OF YESHIVA UNI
    1300 MORRIS PARK AVE MAZER BLDG RM
    BRONX,NY10461
    N/A PC joint Beth Israel Medical Center and Einstein residents supervision 25,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    711 3RD AVE
    NEW YORK,NY10017
    N/A PC The Taub Center for Social Policy 100,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    711 3RD AVE
    NEW YORK,NY10017
    N/A PC directed to underwrite the 2013 Taub Center for Social Policy 2013 International Singer Symposium 50,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    711 3RD AVE
    NEW YORK,NY10017
    N/A PC JDC-Ashalim Community Court Project 175,000
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT06902
    N/A PC emergency relief in the Philippines 100,000
    AMERICARES FREE CLINIC INC
    88 HAMILTON AVE
    STAMFORD,CT06902
    N/A PC Stamford Connecticut AmeriCares Clinic Program 10,000
    AMERICARES FREE CLINIC INC
    88 HAMILTON AVE
    STAMFORD,CT06902
    N/A PC The Stamford Free Clinic Project 5,000
    BOYS & GIRLS CLUB OF STAMFORD INC
    347 STILLWATER AVE
    STAMFORD,CT06902
    N/A PC General & Unrestricted 10,000
    BUILDON INC
    777 LONG RIDGE RD BLDG A
    STAMFORD,CT06902
    N/A PC school activities in Bridgeport Connecticut 100,000
    CAMP AMERIKIDS INC
    88 HAMILTON AVE
    STAMFORD,CT06902
    N/A PC to support the purchase and maintenance of technology and audio-visual equipment to support the camp program of AmeriKids 65,500
    CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC
    238 JEWETT AVE
    BRIDGEPORT,CT06606
    N/A PC Thomas Merton House of Hospitality Fund 10,000
    CENTER FOR CHILDRENS ADVOCACY INC
    65 ELIZABETH ST
    HARTFORD,CT06105
    N/A PC General & Unrestricted 7,500
    CENTER FOR CHILDRENS ADVOCACY INC
    65 ELIZABETH ST
    HARTFORD,CT06105
    N/A PC the purchase and equipping of a motor vehicle van to advance the business of the Center 50,000
    CHILD ADVOCATES OF CONNECTICUT INC
    606 POST RD E STE 612
    WESTPORT,CT06880
    N/A PC General & Unrestricted 5,000
    CHILD GUIDANCE CENTER OF SOUTHERN CT INC
    196 GREYROCK PL
    STAMFORD,CT06901
    N/A PC to fund the anticipated fund raising proceeds from the 2014 Gala which will be deferred to the next fiscal yr 275,000
    CHILDCARE LEARNING CENTERS INC
    64 PALMERS HILL RD
    STAMFORD,CT06902
    N/A PC Harold J. Sandak Garden Program 20,000
    CODMAN ACADEMY FOUNDATION
    637 WASHINGTON ST
    DORCHESTER,MA02124
    N/A PC General & Unrestricted 5,000
    CODMAN ACADEMY FOUNDATION
    637 WASHINGTON ST
    DORCHESTER,MA02124
    N/A PC purchase and construction of the new lower school facility 250,000
    COLLEGE OF NEW ROCHELLE
    29 CASTLE PL
    NEW ROCHELLE,NY10805
    N/A PC General & Unrestricted 10,000
    CONNECTICUT APPLESEED CENTER FOR LAW AND JUSTICE I
    25 DUDLEY RD
    WILTON,CT06897
    N/A PC General & Unrestricted 5,000
    CONNECTICUT APPLESEED CENTER FOR LAW AND JUSTICE I
    25 DUDLEY RD
    WILTON,CT06897
    N/A PC CLICC Program 10,000
    CONNECTICUT APPLESEED CENTER FOR LAW AND JUSTICE I
    25 DUDLEY RD
    WILTON,CT06897
    N/A PC to support one year of the children services portion of the CLICC pilot program 55,400
    CONNECTICUT CHALLENGE INC
    250 PEQUOT AVE
    SOUTHPORT,CT06890
    N/A PC Center for Survivorship Program 5,000
    COVENANT HOUSE
    460 W 41ST ST
    NEW YORK,NY10036
    N/A PC General & Unrestricted 5,000
    DOMUS KIDS INC
    83 LOCKWOOD AVE
    STAMFORD,CT06902
    N/A PC Juvenile Review Board 75,000
    FACIOSCAPULOHUMERAL SOCIETY
    450 BEDFORD ST
    LEXINGTON,MA02420
    N/A PC General & Unrestricted 5,000
    FAMILY & CHILDRENS AGENCY INC
    9 MOTT AVE
    NORWALK,CT06850
    N/A PC General & Unrestricted 10,000
    FERGUSON LIBRARY
    1 PUBLIC LIBRARY PLZ
    STAMFORD,CT06904
    N/A PC Sunday Openings Initiative 100,000
    FOOD BANK OF LOWER FAIRFIELD COUNTY INC
    461 GLENBROOK RD
    STAMFORD,CT06906
    N/A PC General & Unrestricted 20,000
    HOPE FOR HAITI INC
    1021 5TH AVE N
    NAPLES,FL34102
    N/A PC to assist in the purchase of a special utility vehicle to enable the transport of patients 25,000
    HOPE FOR HAITI INC
    1021 5TH AVE N
    NAPLES,FL34102
    N/A PC to match grant from the Harry and Jeanette Weinberg Foundation 50,000
    HOPE FOR HAITI INC
    1021 5TH AVE N
    NAPLES,FL34102
    N/A PC clinic renovation 50,000
    HOPE FOR HAITI INC
    1021 5TH AVE N
    NAPLES,FL34102
    N/A PC to purchase six AED units for Hope for Haiti and/or its partners 6,000
    INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC
    238 JEWETT AVE
    BRIDGEPORT,CT06606
    N/A PC General & Unrestricted 100,000
    INSPIRICA INC
    141 FRANKLIN ST
    STAMFORD,CT06901
    N/A PC computer upgrade and vehicle replacement 90,000
    JACKIE ROBINSON PARK OF FAME INC
    137 HENRY ST
    STAMFORD,CT06902
    N/A PC General & Unrestricted 7,500
    KIDS IN CRISIS INC
    1 SALEM ST
    COS COB,CT06807
    N/A PC General & Unrestricted 5,000
    KING & LOW-HEYWOOD THOMAS SCHOOLS INC
    1450 NEWFIELD AVE
    STAMFORD,CT06905
    N/A PC Ned Abate Memorial Fund 10,000
    MALTA HOUSE INC
    5 PROWITT ST
    NORWALK,CT06855
    N/A PC General & Unrestricted 10,000
    MILL RIVER COLLABORATIVE INC
    1010 WASHINGTON BLVD
    STAMFORD,CT06901
    N/A PC Singer Learning Center 500,000
    MISERICORDIA HOME
    6300 N RIDGE AVE
    CHICAGO,IL60660
    N/A PC General & Unrestricted 25,000
    OVER 60 CLUB INC
    628 MAIN ST
    STAMFORD,CT06905
    N/A PC General & Unrestricted 2,500
    PARTNERSHIP FOR GLOBAL JUSTICE
    211 E 43RD ST RM 708
    NEW YORK,NY10017
    N/A PC Post 15 Agenda/The Web of Mutuality and Shared Destiny 10,000
    PERSON TO PERSON INC
    1864 POST RD
    DARIEN,CT06820
    N/A PC summer activity subsidy Program 20,000
    REACH PREP INC
    ONE DOCK ST STE 100
    STAMFORD,CT06902
    N/A PC General & Unrestricted 25,000
    RED CLOUD INDIAN SCHOOL
    100 MISSION DR
    PINE RIDGE,SD57770
    N/A PC General & Unrestricted 10,000
    RETT SYNDROME RESEARCH TRUST INC
    67 UNDER CLIFF RD
    TRUMBULL,CT06611
    N/A PC General & Unrestricted 5,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVE
    NEW YORK,NY10065
    N/A PC General & Unrestricted 100,000
    SAINT JOSEPH PARENTING CENTER
    566 ELM ST 2ND FL
    STAMFORD,CT06902
    N/A PC General & Unrestricted 10,000
    SHELTER FOR THE HOMELESS INC
    137 HENRY ST STE 505
    STAMFORD,CT06902
    N/A PC General & Unrestricted 10,000
    ST BALDRICKS FOUNDATION INC
    1333 S MAYFLOWER AVE
    MONROVIA,CA91016
    N/A PC Team Teddy-Osborn Hill School/M. Dilley participant 2,500
    STAMFORD HOSPITAL HEALTH FOUNDATION INC
    1351 WAHINGTON BLVD
    STAMFORD,CT06902
    N/A PC Oncology/radiology nurse education fund 5,000
    STAMFORD HOSPITAL HEALTH FOUNDATION INC
    1351 WAHINGTON BLVD
    STAMFORD,CT06902
    N/A PC Preliminary design for renovations to the Bennett Cancer Center 10,000
    THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC
    383 MAIN AVE 4TH FL
    NORWALK,CT06851
    N/A PC Herbert and Nell Singer Foundation Fund 500,000
    THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC
    383 MAIN AVE 4TH FL
    NORWALK,CT06851
    N/A PC Leadership Fund 20,000
    THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC
    383 MAIN AVE 4TH FL
    NORWALK,CT06851
    N/A PC The Herbert and Nell Singer Foundation Fund 100,000
    THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC-FUN
    383 MAIN AVE
    NORWALK,CT06851
    N/A PC General & Unrestricted 15,000
    THE MARITIME AQUARIUM AT NORWALK INC
    10 N WATER ST
    SOUTH NORWALK,CT06854
    N/A PC construction of the Research Vessel 50,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
    435 W 116TH ST BOX A-2
    NEW YORK,NY10027
    N/A PC Public Service Internships Program 300,000
    UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
    130 E 59TH ST
    NEW YORK,NY10022
    N/A PC the ACE Task Force for social enterprise issues 25,000
    YOUNG MARINERS FOUNDATION INC
    151 HARVARD AVE
    STAMFORD,CT06902
    N/A PC General & Unrestricted 10,000
    Total .................................bullet 3a 3,671,900
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 1,449  
    4 Dividends and interest from securities....     14 2,680,245  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 981,840  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   3,663,534  
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,663,534
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    The Herbert & Nell Singer Foundation Inc
     
    Employer identification number

    13-3151548
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    The Herbert & Nell Singer Foundation Inc
     
    Employer identification number

    13-3151548
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    Estate of Nell Singer - Berman Sa  
    c/o CTSH LLP 707 Summer Street
     
    Stamford, CT06901

    $10,970


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    The Herbert & Nell Singer Foundation Inc
     
    Employer identification number

    13-3151548
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    The Herbert & Nell Singer Foundation Inc
     
    Employer identification number

    13-3151548
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Accounting/Bookkeeping 1,500     1,500

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALCOA INC BD - 5.900% - 02/01/ 28,829 28,415
    ALTRIA GROUP INC - 2.85% - 08/ 23,932 23,939
    AMERICAN INTL GROUP - 3.375% - 62,207 61,355
    ANHEUSER BUSCH INBEV - 4.375% 59,386 63,086
    APACHE CORP - 2.625% - 01/15/2 65,778 61,192
    APPLE INC NOTE - 2.400% - 05/0 63,232 57,205
    ARCELORMITTAL - 3.750% - 08/05 60,189 62,100
    ASTRAZENECA PLC NT - 5.900% - 88,469 89,191
    BANK OF NOVA SCOTIA NT - 2.550 63,537 65,338
    BELLSOUTH CORP NT - 5.200% - 1 24,188 24,317
    BERKSHIRE HATHAWAY FIN CORP - 65,500 64,617
    BP CAPITAL MARKETS - 3.875% - 63,511 61,378
    BP CAPITAL MARKETS PLC - 4.500 41,828 44,297
    BUNGE LTD FIN CORP - 4.100% - 29,334 30,622
    BURLINGTON NORTHERN SANTA FE - 56,094 59,239
    CANADIAN NAT RES LTD NT - 5.70 84,332 86,534
    CAPITAL ONE FINL CORP - 6.150% 33,837 35,647
    CATERPILLAR FINL SVCS MTNS - 7 57,785 59,003
    CCO HLDG LLC / CCO HLDG CAP - 29,278 29,870
    CISCO SYSTEMS - 4.950% - 02/15 58,298 61,866
    CITIGROUP INC - 5.375% - 08/09 93,425 93,285
    COMCAST CORP NT - 6.300% - 11/ 57,092 59,397
    CONOCOPHILLIPS - 5.750% - 02/0 57,920 60,048
    CREDIT SUISSE USA INC - 4.875% 58,012 56,418
    DIRECTV HLDGS LLC - 5.000% - 0 114,237 118,707
    DISNEY WALT CO - 2.35% - 12/01 65,999 59,967
    DOMINION RESOURCES INC - 5.200 41,575 43,690
    ENERGY TRANSFER NT - 6.700% - 29,145 30,187
    ENTERPRISE PRODUCTS BD - 5.200 58,461 62,293
    EXELON CORP NT - 4.900% - 06/1 55,001 54,824
    EXPRESS SCRIPTS INC - 3.125% 58,839 61,711
    GE CAP CORP - 6.875% - 01/10/2 54,242 62,994
    GE CAP CORP NTS - 5.875% - 01/ 97,230 92,267
    GEORGIA PAC CORP - 7.750% - 11 24,173 29,123
    GOLDMAN SACHS GROUP INC - 5.37 59,489 63,391
    GOLDMAN SACHS GROUP INC NTS - 57,697 63,067
    HEWLETT PACKARD CO NT - 2.600% 91,349 92,460
    HOME DEPOT - 5.400% - 09/15/20 61,972 69,285
    INTL PAPER CO BD - 7.950% - 06 25,086 25,508
    JPMORGAN CHASE & CO - 3.450% - 70,497 73,420
    JPMORGAN CHASE & CO GLBL - 4.7 117,234 115,083
    KRAFT FOODS GROUP 5% 6/4/2042 66,763 66,048
    KRAFT FOODS INC - 4.125% - 02/ 60,133 60,429
    MCDONALDS CORP NT - 5.000% - 0 22,688 23,664
    MORGAN STANLEY - 2.125% - 04/2 79,194 78,318
    NABORS INDS INC - 6.150% - 02/ 52,679 53,939
    NEWMONT MINING CORP NT - 5.125 40,663 39,409
    NEWS AMER INC - 6.400% - 12/15 28,584 30,692
    NISOURCE FIN CORP - 6.125% - 0 27,934 28,828
    OWENS CORNING NT - 7.000% - 12 30,664 32,317
    PFIZER INC - 6.200% - 03/15/20 88,346 91,278
    PHILIP MORRIS INTL INC BOND 01 61,774 60,590
    PHILIPS ELECTRONICS NV - 3.750 64,250 64,035
    PRUDENTIAL INC. - 4.750% - 09/ 29,509 29,838
    SBC COMMUNICATIONS INC - 6.150 50,462 53,254
    SHELL INTERNATIONAL FIN 01.900 64,160 63,619
    SHELL INTL FIN NT - 6.375% - 1 30,346 33,534
    SIMON PROPERTY GROUP - 6.125% 28,577 30,103
    SPRINT CAPITAL CORP - 6.875% - 32,028 34,873
    STATOIL ASA - 1.150% - 05/15/2 48,002 46,368
    TALISMAN ENERGY INC - 5.850% - 44,763 42,514
    TIME WARNER CABLE INC - 5.850% 58,719 58,030
    TIME WARNER CO - 6.625% - 05/1 26,119 27,546
    TIME WARNER INC - 4.700% - 01/ 60,321 61,578
    TOYOTA MTR CR CORP MTN - 1.250 66,246 64,722
    UNITED PARCEL SRVC NT - 5.500% 57,966 59,483
    UNITEDHEALTH GROUP BD - 5.375% 41,697 41,596
    US STEEL CORP NT - 7.375% - 04 24,584 25,860
    VERIZON COMMUNICATIONS GLB 6.5 62,568 67,858
    VODAFONE GROUP PLC NOTE - 1.62 30,700 30,989
    WACHOVIA CORP NT - 5.750% - 06 58,739 59,316
    WAL-MART STORES - 5.250% - 09/ 46,954 52,144
    WAL-MART STORES INC NT 1.125% 99,565 96,079
    WELLS FARGO CO - 4.600% - 04/0 57,639 61,389
    WHIRLPOOL CORP - 8.600% - 05/0 32,779 28,734
    WYNDHAM WORLDWIDE CORP - 6.000 1,108 1,103

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 37,965 38,330
    AGRIUM INC. 9,317 10,246
    ALLIANCE DATA SYSTEM CORP 62,354 96,232
    ALLIANZ FIXED INCOME SHARES SE 1,492,126 1,419,440
    ALLIANZ FIXED INCOMESHARES SER 1,268,458 1,307,625
    AMAZON COM 26,676 48,652
    ANHEUSER BUSCH COS INC 51,947 64,302
    AON PLC 34,531 45,217
    APPLE INC. 96,387 163,257
    ASML HOLDING NV NY REG SHS 35,616 51,629
    ASTRAZENECA 52,034 66,079
    AUSTRALIA & N Z ADS 31,979 40,246
    AUTOMATIC DATA PROCESSING INC. 212,611 254,843
    AXIS CAPITAL HOLDINGS LTD 26,022 35,820
    BAE SYSTEMS PLC SP/AR 32,757 41,533
    BANCO BRADESCO S.A. SPONS ADR 42,260 36,776
    BARCLAYS PLC ADR 17,497 21,901
    BIOGEN IDEC INC 16,626 39,140
    BIOMARIN PHARMACEUTICAL INC. 37,150 37,356
    BLACKROCK GLOBAL ALLOC I 2,050,937 2,403,243
    BOC HK HLDGS LTD S/ADR 38,819 37,680
    BOEING CO 34,096 63,604
    BRISTOL-MYERS SQUIBB CO 44,169 68,989
    CALRSBERG AS SP ADR REP B 34,663 43,051
    CAP GEMINI SA UNSP/ADR 14,101 23,099
    CELGENE CORP 29,426 32,780
    CENTRICA PLC S/ADR 20,411 20,792
    CHECK POINT SOFTWARE TECHNOLOG 35,283 39,152
    CHINA CONSTRUCT UNSPON ADR 37,517 38,208
    CHINA MOBILE HGK LTD 40,115 38,956
    CHINA PETRO & CHEM 39,046 42,811
    CIT GROUP INC 46,199 48,220
    COCA-COLA CO 48,056 56,471
    COMCAST CORP CL A 36,236 42,823
    COMERICA INC 38,674 39,553
    COMPANHIA PARANAENSE DE ENERGI 46,242 38,027
    COMPANHIA SANEA ADS 45,007 61,293
    CROWN CASTLE INTL 37,820 46,701
    CSX CORP 242,540 265,691
    CVS CAREMARK CORP. 41,939 50,672
    DANAHER CORP 50,637 66,238
    DEUTSCHE BOERSE ADR 14,918 21,029
    DIAGEO PLC ADS 12,741 19,731
    DISCOVERY COMMUNICATIONS CL A 23,287 39,604
    DOMINION RESOURCES INC 58,635 63,332
    EATON CORP PLC 42,101 53,893
    EATON VANCE FLOATING RATE ADVA 695,348 697,208
    EBAY INC. 21,957 22,881
    EDWARDS LIFESCIENCES 42,208 31,762
    EMERSON ELECTRIC CO. 224,891 265,772
    ENSCO PLC 18,514 17,554
    EXXON MOBIL CORP 244,924 273,359
    FAMILY DOLLAR STORES COMMON 36,942 39,632
    FEDEX CORPORATION 37,122 56,645
    FIDELITY ADVISOR NEW INSIGHTS 1,162,273 1,327,679
    FIRST EAGLE SOGEN GLOBAL FUND 2,167,059 2,754,695
    FIRST EAGLE SOGEN OVERSEAS FUN 1,126,778 1,206,960
    FPA CRESCENT PORTFOLIO 2,270,619 2,712,303
    GAMCO WESTWOOD MIGHTY MITES CL 594,048 812,554
    GENERAL MOTORS 60,495 59,875
    GENUINE PARTS COMPANY 249,473 251,983
    GOLDEN AGRI-RESOURCES LTD 40,727 36,701
    GOOGLE INC 89,038 155,779
    HITACHI LTD 32,512 42,178
    HOME DEPOT INC. 54,428 57,062
    HSBC HOLDINGS PLC 33,305 36,937
    IMPERIAL TOBACCO GRO 38,106 42,312
    INTERNATIONAL BUSINESS MACHINE 48,748 45,767
    INTUIT 30,284 32,283
    INVESCO EUROPEAN SMALL 256,034 281,617
    ISRAEL CHEMICALS UNSPON ADR 18,435 14,893
    ISUZU MOTORS UNSP/ADR 37,126 37,659
    IVY ASSET STRATEGY FUND CLASS 1,963,822 2,819,027
    JENNISON NATURAL RESOURCES FUN 1,031,916 1,063,473
    JOHNSON & JOHNSON 283,004 317,176
    KDDI CP UNSP ADR 13,749 19,393
    KINDER MORGAN INC 67,758 66,240
    KOC HOLDINGS AS UNSP/ADR 15,907 14,919
    KOMATSU LTD. 18,633 15,394
    KRAFT FOODS GROUP, INC. 35,758 35,850
    LINEAR TECHNOLOGY CORP 226,178 269,292
    LOOMIS SAYLES HIGH INCOME OPPO 284,397 300,064
    LOOMIS SAYLES SECURITIZED ASSE 2,412,423 2,364,112
    LUKOIL HOLDING CO SP/ADR 39,972 40,776
    MAGNA INTERNATIONAL INC. 9,565 20,269
    MAINSTAY HIGH YIELD CORPORATE 1,130,784 1,157,641
    MANULIFE FIN CORP 33,066 42,202
    MARKETFIELD FUND 1,772,621 2,544,275
    MARKS & SPENCER GRP ADR 14,946 18,615
    MCDONALD'S CORP 251,527 254,457
    METROPOLITAN WEST HIGH YIELD B 700,010 700,513
    MFS UTILITIES FUND CLASS I 1,767,690 2,252,463
    MICHAEL KORS HOLDINGS LIMITED 21,887 28,985
    MICROSOFT CORPORATION 55,561 71,266
    MITSUI & COMPANY, LTD. - ADR 39,752 38,088
    MIZUHO FINANCIAL GRO 31,504 36,681
    MOBILE TELSYS OJSC 9,135 9,560
    MONSANTO CO 42,696 66,084
    NEUBERGER BERMAN INTR VAL - IS 871,305 1,075,382
    NIELSEN HOLDINGS N.V. COMMON S 15,240 17,392
    NITTO DENKO ADR 26,948 26,343
    NOBLE ENERGY INC. 35,543 32,965
    NORTHROP GRUMMAN CORP 221,866 258,904
    O'REILLY AUTOMOTIVE INC. 23,318 31,920
    OAKMARK EQUITY & INCOME FUND 2,143,562 2,611,088
    OPPENHEIMER DEVELOPING MARKETS 1,047,232 1,319,205
    ORACLE CORP 31,170 32,330
    ORANGE 21,416 22,885
    PAYCHEX INC COM 212,195 263,072
    PEPSICO INC 30,175 29,610
    PFIZER INC. 24,310 32,590
    PHILIP MORRIS INTL 37,385 37,379
    POSCO 8,885 9,984
    POWERSHARES DYNAMIC BUYBACK AC 520,298 646,200
    POWERSHARES ETF TR II S&P500 L 752,855 911,900
    PPG INDUSTRIES INC 43,545 49,691
    PRECISION CASTPARTS 48,499 83,483
    PRIMEENERGY CORP 86,625 984,690
    PROCTER GAMBLE CO 277,202 292,995
    PRUDENTIAL JENNISON EQITY IN 2,520,934 3,194,731
    RANGE RESOURCES CORP DEL 41,910 61,799
    RAYTHEON CO. 222,041 260,309
    RENAISSANCERE HOLDINGS LTD 12,713 19,760
    RIO TINTO PLC SPONSORED ADR 43,373 49,376
    ROYAL DUTCH SHELL PLC 52,170 60,865
    SAGE GROUP PLC UNS/ADR 14,813 22,276
    SANOFI-AVENTIS SPONSORED ADR 29,154 37,863
    SASOL LTD 50,444 60,725
    SBERBANK SPONSORED ADR 17,144 18,478
    SEGA SAMMY HLDGS S/ADR 15,606 17,556
    SERCO GROUP PLC ADR 10,272 10,802
    SHERWIN-WILLIAMS CO. 48,155 55,050
    SIEMENS A G ADR OLD 30,837 47,647
    SPDR GOLD SHARES 1,129,565 1,161,200
    STARBUCKS CORP COM 33,823 58,871
    STATOIL ASA ADS 37,582 41,455
    SVENSKA CELL AKT SCA ADR 8,234 20,906
    TAIWAN SEMICONDUCTOR MFG CO LT 11,280 17,056
    TATA MOTORS LTD ADS 16,041 22,669
    TELENOR ASA 19,254 20,827
    TEMPLETON GLOBAL TOTAL RETURN 1,043,653 1,020,791
    TESCO PLC S ADR 38,672 38,429
    TEVA PHARMECEUTICAL SP ADR 40,656 37,234
    TORONTO DOMINION 32,065 41,466
    TWENTY-FIRST CENTURY, FOX INC 28,178 32,638
    UNILEVER N V N Y 36,900 38,983
    UNION PACIFIC 50,819 75,936
    UNITED OVRSEAS BK LTD ADR 32,655 36,982
    UNITED TECHNOLOGIES CORP 223,787 261,057
    VALE SA 51,611 41,663
    VANGUARD FTSE ALL-WORLD EX-US 1,028,713 1,192,155
    VANGUARD HIGH DIV YIELD 1,019,832 1,308,720
    VANGUARD SF REIT ETF 791,934 742,440
    VERIZON COMMUNICATIONS 74,160 86,634
    VOLKSWAGEN AG 34,629 47,466
    WAL-MART STORES INC. 287,944 301,934
    WASATCH EMERGING MARKETS SMALL 642,133 669,396
    WHOLE FOODS MARKET, INC. 26,218 34,814
    YAMANA GOLD INC 39,681 32,894
    ZURICH INS GROU ADR 43,088 60,790

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    US Government Securities - End of Year Book Value:

    8,484,445
    US Government Securities - End of Year Fair Market Value:

    8,151,945
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsLandSchedule2
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHILTON SMALL CAP ACCESS LTD   1,500,000 1,748,224
    MINERAL RIGHTS - TX - S HARRIS   1 1,765
    OZOFII ACCESS LTD   2,000,000 2,649,785
    YORK TOTAL ACCESS LTD   1,500,000 1,929,877

    TY 2013 LandEtcSchedule2
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 LegalFeesSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Governance/Counseling 2,400     2,400


    TY 2013 OtherExpensesSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 104,736     104,736
    Bank Charges 1,997 1,997    
    Foundation Dues & Memberships 725     725
    Indemnification Insurance 2,250     2,250
    Payroll Processing Fees 258     258
    Public Disclosure Ad 265     265
    State or Local Filing Fees 1,540     1,540


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 336,568 336,568    


    TY 2013 TaxesSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN: 13-3151548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 38,200      
    990-PF Extension for 2012 9,772      
    Foreign Tax Paid 5,717 5,717    
    State or Local Property Taxes 31 31