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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Herbert & Nell Singer Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/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)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$78,281,979J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 19,886 19,886  
4 Dividends and interest from securities... 1,375,320 1,375,320  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,729,459
b Gross sales price for all assets on line 6a 15,177,150
7 Capital gain net income (from Part IV, line 2)... 1,729,459
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)....... Click to see attachment 10,252 10,252  
12 Total. Add lines 1 through 11........ 3,134,917 3,134,917  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000     75,000
14 Other employee salaries and wages...... 36,234     36,234
15 Pension plans, employee benefits....... 9,035     9,035
16a Legal fees (attach schedule)......... Click to see attachment 733 0 0 733
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 414,074 389,433   24,641
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 51,288 3,113    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 341     341
22 Printing and publications.......... 43     43
23 Other expenses (attach schedule)....... Click to see attachment 115,629 666   114,963
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 702,377 393,212 0 260,990
25 Contributions, gifts, grants paid....... 3,286,021 3,286,021
26 Total expenses and disbursements. Add lines 24 and 25 3,988,398 393,212 0 3,547,011
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -853,481
b Net investment income (if negative, enter -0-) 2,741,705
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 3,919,848 5,150,108 5,150,108
3 Accounts receivable bullet5,271
Less: allowance for doubtful accounts bullet   3,294 5,271 5,271
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) 6,214,265 Click to see attachment5,323,457 5,713,263
b Investments—corporate stock (attach schedule)....... 35,370,323 Click to see attachment33,603,224 50,726,663
c Investments—corporate bonds (attach schedule)....... 14,695,296 Click to see attachment15,259,085 16,611,174
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1 Click to see attachment83,401 75,500
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) 60,203,027 59,424,546 78,281,979
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 60,203,027 59,424,546
29 Total net assets or fund balances (see instructions)..... 60,203,027 59,424,546
30 Total liabilities and net assets/fund balances (see instructions). 60,203,027 59,424,546
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
60,203,027
2
Enter amount from Part I, line 27a .....................
2
-853,481
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
75,000
4
Add lines 1, 2, and 3 ..........................
4
59,424,546
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 29 .
6
59,424,546
Form 990-PF (2020)
Form 990-PF (2020)
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
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 15,177,150   13,447,691 1,729,459
b
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       1,729,459
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 1,729,459
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 38,110
c All other domestic foundations enter 1.39% 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 38,110
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 38,110
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,550
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,250
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,800
8 Enter any penalty for underpayment of estimated tax. Check here 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 10 690
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet690 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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
     
    No
    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 ofbulletFoundation 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    David Sandak Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jay H Sandak Dir, Pres
    20.0     		75,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mary E Sandak Dir, Sec, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Stephen Sandak Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Thomas Sandak Dir
    1.0     		0 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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    erdmann iannazzo group of Merrill Lynch Investment mgmt 387,753
    2 pickwick plaza 3rd fl
    GREENWICH,CT06830
    Foundation Source Administrative 106,273
    55 Walls Drive 3rd Fl
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    67,705,243
    b
    Average of monthly cash balances.......................
    1b
    4,380,349
    c
    Fair market value of all other assets (see instructions)................
    1c
    75,500
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,161,092
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    72,161,092
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,082,416
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    71,078,676
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,553,934
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,553,934
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    38,110
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,110
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,515,824
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,515,824
    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
    3,515,824
    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
    3,547,011
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,547,011
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,547,011
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,515,824
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,440,178
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,547,011
    a Applied to 2019, but not more than line 2a 3,440,178
    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 2020 distributable amount..... 106,833
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		3,408,991
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address 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 (2020)
    Form 990-PF (2020)
    Page 11
    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
    ALLIANCE FOR THE GREAT LAKES
    150 N MICHIGAN AVE
    CHICAGO,IL60601     		N/A PC General & Unrestricted 5,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST 11TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 10,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 E 42ND ST STE 400
    NEW YORK,NY10017     		N/A PC Charitable Event 75,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 E 42ND ST STE 400
    NEW YORK,NY10017     		N/A PC The Taub Center for Social Policy Studies in Israel 100,000
    AMERICARES FREE CLINIC INC
    88 HAMILTON AVE
    STAMFORD,CT06902     		N/A PC General & Unrestricted 75,000
    BOTTOM LINE INC
    500 AMORY ST STE 3
    BOSTON,MA02130     		N/A PC Chicago Bottom Line program 129,625
    BUILDING ONE COMMUNITY CORP
    75 SELLECK ST
    STAMFORD,CT06902     		N/A PC General & Unrestricted 55,000
    BUILDING ONE COMMUNITY CORP
    75 SELLECK ST
    STAMFORD,CT06902     		N/A PC Immigration Legal Service Program 50,000
    CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC
    238 JEWETT AVE
    BRIDGEPORT,CT06606     		N/A PC New Covenant Center in Stamford 100,000
    CENTER FOR CHILDRENS ADVOCACY INC
    65 ELIZABETH ST
    HARTFORD,CT06105     		N/A PC General & Unrestricted 72,000
    CENTER FOR CHILDRENS ADVOCACY INC
    65 ELIZABETH ST
    HARTFORD,CT06105     		N/A PC SIJS Training fund for Fairfield County Attorneys 3,000
    CHANGE SUMMER INC
    119 W 72ND ST
    NEW YORK,NY10023     		N/A PC General & Unrestricted 7,500
    CHILD GUIDANCE CENTER OF SOUTHERN CT INC
    196 GREYROCK PL
    STAMFORD,CT06901     		N/A PC transgender identity pilot program 50,000
    CHORDOMA FOUNDATION
    PO BOX 2127
    DURHAM,NC27702     		N/A PC General & Unrestricted 75,000
    CLICC INC
    CARE OF RYAN V LEICHSENRING
    HARTFORD,CT06103     		N/A PC General & Unrestricted 110,000
    CODMAN ACADEMY FOUNDATION
    637 WASHINGTON ST
    DORCHESTER,MA02124     		N/A PC General & Unrestricted 50,000
    CODMAN SQUARE HEALTH CENTER INC
    6 NORFOLK ST
    DORCHESTER,MA02124     		N/A PC General & Unrestricted 15,000
    CONNECTICUT BAR FOUNDATION INC
    31 PRATT ST STE 420
    HARTFORD,CT06103     		N/A PC Singer Public Service Fellowship Program 2021 170,363
    CONNECTICUT FOOD BANK INC
    2 RESEARCH PKWY
    WALLINGFORD,CT06492     		N/A PC General & Unrestricted 10,000
    COTA CHILDRENS ORGAN TRANSPLANT ASSOCIATION INC
    2501 W COTA DR
    BLOOMINGTON,IN47403     		N/A PC General & Unrestricted 5,000
    DOVETAIL SIP INC
    40 CLINTON AVE NO 101
    STAMFORD,CT06901     		N/A SO I to purchase 20,000 surgical masks to be distributed to non-profit community in Stamford, CT 10,800
    DUET INC
    50 MILK ST 6TH FL
    BOSTON,MA02109     		N/A PC General & Unrestricted 75,000
    ECSU FOUNDATION INC
    83 WINDHAM ST
    WILLIMANTIC,CT06226     		N/A PC General & Unrestricted 50,000
    FAMILY CENTERS INC
    40 ARCH ST
    GREENWICH,CT06830     		N/A PC General & Unrestricted 50,000
    FAMILY CENTERS INC
    40 ARCH ST
    GREENWICH,CT06830     		N/A PC Parent Co-Educators for Pre-Schoolers Program 33,333
    FAMILY CENTERS INC
    40 ARCH ST
    GREENWICH,CT06830     		N/A PC Parents as Co-Educator component of SPEF 2020-2021 summer start program 95,900
    FERGUSON LIBRARY
    96 BROAD ST
    STAMFORD,CT06901     		N/A PC General & Unrestricted 2,500
    FOOD BANK OF LOWER FAIRFIELD COUNTY INC
    461 GLENBROOK RD
    STAMFORD,CT06906     		N/A PC General & Unrestricted 17,500
    FOR GOOD PGH
    910 BRADDOCK AVE
    BRADDOCK,PA15104     		N/A PC General & Unrestricted 15,000
    FUND FOR THE CITY OF NEW YORK INC
    121 6TH AVE
    NEW YORK,NY10013     		N/A PC Center for Court Innovation - 2020 DOJ Conference fund 2,000
    FUTURE 5 INC
    135 ATLANTIC ST
    STAMFORD,CT06901     		N/A PC Future 5's pilot program to develop a support system for future 5 students attending Uconn stamford 95,000
    GHETTO FILM SCHOOL INC
    79 ALEXANDER AVE
    BRONX,NY10454     		N/A PC General & Unrestricted 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		N/A PC General & Unrestricted 10,000
    HARLEM RBI INCORPORATED
    1991 2ND AVE
    NEW YORK,NY10029     		N/A PC General & Unrestricted 119,000
    HARTFORD PROMISE INC
    750 MAIN ST STE 1108-1
    HARTFORD,CT06103     		N/A PC General & Unrestricted 50,000
    HOPE FOR HAITI INC
    1021 5TH AVE N
    NAPLES,FL34102     		N/A PC General & Unrestricted 20,000
    HOPE FOR HAITI INC
    1021 5TH AVE N
    NAPLES,FL34102     		N/A PC Morency, Haiti Sustainability Project 250,000
    HORIZONS BRIDGEPORT
    1057 BROAD ST
    BRIDGEPORT,CT06604     		N/A PC General & Unrestricted 50,000
    HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC
    120 POST RD W STE 202
    WESTPORT,CT06880     		N/A PC General & Unrestricted 25,000
    INSPIRICA INC
    141 FRANKLIN ST
    STAMFORD,CT06901     		N/A PC General & Unrestricted 55,000
    JACKIE ROBINSON PARK OF FAME INC
    62 ELMCROFT RD
    STAMFORD,CT06902     		N/A PC General & Unrestricted 7,500
    KELLERMANN FOUNDATION
    PO BOX 832809
    RICHARDSON,TX75083     		N/A PC General & Unrestricted 10,000
    MALTA HOUSE INC
    5 PROWITT ST
    NORWALK,CT06855     		N/A PC General & Unrestricted 2,500
    MISERICORDIA HOME
    6300 N RIDGE AVE
    CHICAGO,IL60660     		N/A PC General & Unrestricted 5,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601     		N/A PC General & Unrestricted 75,000
    OUR PIECE OF THE PIE INC
    20-28 SARGEANT ST
    HARTFORD,CT06105     		N/A PC General & Unrestricted 50,000
    PACIFIC HOUSE INC
    137 HENRY ST STE 205
    STAMFORD,CT06902     		N/A PC General & Unrestricted 50,000
    PERSON TO PERSON INC
    1864 POST RD
    DARIEN,CT06820     		N/A PC General & Unrestricted 50,000
    REACH PREP INC
    ONE DOCK ST STE 100
    STAMFORD,CT06902     		N/A PC General & Unrestricted 50,000
    RED CLOUD INDIAN SCHOOL
    100 MISSION DR
    PINE RIDGE,SD57770     		N/A PC General & Unrestricted 10,000
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
    2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605     		N/A PC General & Unrestricted 50,000
    SAINT JOSEPH PARENTING CENTER
    90 FAIRFIELD AVE
    STAMFORD,CT06902     		N/A PC General & Unrestricted 5,000
    SPRINGBOARD COLLABORATIVE
    TWO PENN CTR STE 1160 1500 JFK BLVD
    PHILADELPHIA,PA19102     		N/A PC Norwalk Connecticut Summer -Fall 2020 project 70,000
    ST ANN SCHOOL
    2211 W 18TH PL
    CHICAGO,IL60608     		N/A PC General & Unrestricted 10,000
    STAMFORD HOSPITAL HEALTH FOUNDATION INC
    1 HOSPITAL PLZ
    STAMFORD,CT06902     		N/A PC General & Unrestricted 200,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS INC
    97 N HATFIELD RD
    HATFIELD,MA01038     		N/A PC General & Unrestricted 10,000
    THE HERREN PROJECT
    1061 FISH RD BLD 4C
    TIVERTON,RI02878     		N/A PC General & Unrestricted 10,000
    THE OMPRAKASH FOUNDATION
    2311 N 45TH ST
    SEATTLE,WA98103     		N/A PC Anseye Pou Ayiti Program 7,500
    THE OPEN DOOR SHELTER INC
    4 MERRITT ST
    NORWALK,CT06854     		N/A PC General & Unrestricted 50,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
    435 W 116TH ST BOX A-2
    NEW YORK,NY10027     		N/A PC Herbert and Nell Singer Social Justice Fellowship fund 75,000
    UASPIRE INC
    31 MILK ST STE 900
    BOSTON,MA02109     		N/A PC General & Unrestricted 50,000
    UNITED WAY OF WESTERN CONNECTICUT INC
    301 MAIN ST STE 2-5
    DANBURY,CT06810     		N/A PC Cradle to Career Stamford Summer Literacy Initiative 75,000
    UNITED WAY OF WESTERN CONNECTICUT INC
    301 MAIN ST STE 2-5
    DANBURY,CT06810     		N/A PC UWWC ALICE Emergency Fund 75,000
    UNIVERSITY OF MASSACHUSETTS FOUNDATION INC
    ONE BEACON ST 31ST FL
    BOSTON,MA02108     		N/A PC Camp Shriver Fund 7,500
    UNIVERSITY OF NOTRE DAME DU LAC
    511 MAIN BLDG
    NOTRE DAME,IN46556     		N/A PC Law School Peter Lardy Scholarship Fund 5,000
    UNIVERSITY OF NOTRE DAME DU LAC
    511 MAIN BLDG
    NOTRE DAME,IN46556     		N/A PC McCafferty Emergency Assistance Fund 7,500
    WOMENS MENTORING NETWORK INC
    141 FRANKLIN ST
    STAMFORD,CT06901     		N/A PC General & Unrestricted 2,500
    Yale Law School Yale Law School Fund
    PO BOX 208341
    New Haven,CT06519     		N/A PC Justice Collaboratory procedural justice pilot program with the connecticut department of corrections 60,000
    YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP
    11 CHASE POINT RD
    MIRROR LAKE,NH03853     		N/A PC Leadership Scholarship Fund 7,500
    Total .................................bullet 3a 3,286,021
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 19,886  
    4 Dividends and interest from securities....     14 1,375,320  
    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 1,729,459  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION LAWSUIT PROCEEDS     		    01 10,252  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   3,134,917  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,134,917
    (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 (2020)
    Form 990-PF (2020)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2020 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 2020 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
    ABBVIE INC - 4.250% - 11/14/20 229,474 241,886
    ACE INA HOLDINGS - 3.150% - 03 161,291 171,083
    AIR LEASE CORP - 2.750% - 01/1 132,538 138,512
    ALPHABET INC - 1.100% - 08/15/ 324,260 326,474
    ALTRIA GROUP INC GTD NT - 4.75 161,042 145,047
    AMERICAN HONDA FINANCE - 3.625 203,544 215,424
    AMPHENOL CORP - 2.800% - 02/15 221,523 240,467
    ANHEUSER BUSCH - 4.750% - 01/2 205,616 240,806
    ANHEUSER BUSCH COS INC - 4.900 107,156 138,781
    ANTHEM INC NOTE - 4.101% - 03/ 200,418 239,983
    APPLE INC - 3.000% - 02/09/202 221,825 236,667
    AT&T - 4.250% - 03/01/2027 214,502 245,462
    AT&T INC - 4.125% - 02/17/2026 159,290 174,555
    AUTOZONE INC - 3.125% - 04/21/ 161,245 177,014
    BECTON DICKINSON - 3.363% - 06 216,319 226,113
    BERKSHIRE HATHAWAY INC - 0.000 273,299 282,492
    BP GROUP PLC - 3.279% - 09/19/ 107,809 121,266
    CAPITAL ONE FINL CORP NOTE - 3 203,358 244,309
    CATERPILLER FINL SERVICE - 1.9 302,392 310,419
    CISCO SYS INC NOTE - 1.850% - 204,137 210,097
    CITIGROUP INC - 4.125% - 07/25 203,784 242,124
    CITIGROUP INC BND - 3.300% - 0 215,071 239,535
    COMCAST - 4.250% - 10/15/2030 229,313 231,494
    COMCAST CORP NOTE - 3.550% - 0 202,880 242,008
    CONOCO INC NT - 6.950% - 04/14 205,351 225,619
    CSX CORP - 4.250% - 03/15/2029 203,603 237,444
    CVS CAREMARK CORP - 2.750% - 1 159,672 164,252
    CVS CAREMARK CORP NOTE - 4.300 207,380 247,512
    DISNEY WALT CO - 2.350% - 12/0 112,787 117,336
    DISNEY WALT CO - 3.000% - 02/1 218,037 229,861
    DOWDUPONT - 4.205% - 11/15/202 409,853 432,469
    DUKE ENERGY CORP - 3.750% - 04 160,164 165,146
    ECOLAB INC GLBL NT - 3.250% - 199,431 232,640
    ENTERPRISE PROD - 3.750% - 02/ 107,195 118,684
    EOG RESOURCES INC - 2.625% - 0 161,548 171,145
    ESSEX PORTFOLIO - 4.000% - 03/ 206,173 238,062
    EXELON CORP - 3.400% - 04/15/2 159,902 177,963
    FEDEX CORP - 3.250% - 04/01/20 161,788 175,399
    FIFTH THIRD BAN CORP - 4.300% 204,155 217,823
    FISERV INC - 3.200% - 07/01/20 241,888 243,079
    GENERAL MTRS FINL COINC NOTE - 160,634 179,866
    GOLDMAN SACHS GROUP INC NOTE - 217,571 240,821
    HOME DEPOT INC - 2.950% - 06/1 225,014 245,525
    INTEL CORP NOTE - 3.300% - 10/ 160,035 153,330
    JPMORGAN CHASE & CO - 3.875% - 221,492 235,029
    LOCKHEED MARTIN CORP - 2.900% 161,350 172,331
    LOWES COS INC - 1.700% - 10/15 233,850 235,883
    LYONDELLBASELL INDUSTRIES NV - 160,294 181,760
    MARSH & MCLENNAN COS - 3.875% 218,321 237,019
    MARSH &MCLENNAN COS INC - 4.37 203,725 238,636
    METLIFE - 3.600% - 04/10/2024 202,445 216,961
    MICROSOFT CORP - 3.750% - 02/1 158,334 205,653
    MORGAN STANLEY FR - 3.700% - 1 218,353 238,139
    NORTHROP GRUMMAN CORP - 3.200% 205,738 238,678
    NUCOR CORP NOTE - 3.950% - 05/ 208,472 235,274
    ORACLE CORP - 2.950% - 05/15/2 104,925 118,612
    ORACLE CORP - 3.400% - 07/08/2 159,327 164,183
    REALTY INCOME CORP NOTE - 3.00 159,729 188,102
    REPUBLIC SERVICES INC - 2.900% 131,604 148,014
    REYNOLDS AMERICAN - 4.450% - 0 158,312 164,015
    SCHWAB CHARLES CORP - 2.650% - 131,520 141,421
    SHELL - 4.000% - 05/10/2046 116,879 124,683
    SHIRE ACQUISITIONS INVESTMENTS 22,579 23,300
    SIMON PPTY GROUP LP - 3.375% - 208,955 218,535
    SOUTHERN CO - 3.250% - 07/01/2 108,493 123,396
    SOUTHERN CO NOTE - 2.350% - 07 216,989 217,700
    SOUTHWESTERN ELEC PWR - 4.100% 204,927 234,984
    STARBUCKS CORP - 3.800% - 08/1 205,701 228,744
    SYSCO CORP - 3.750% - 10/01/20 200,087 224,540
    TD BANK - 0.750% - 09/11/2025 239,695 240,898
    TOTAL CAPITAL NOTE CALL MAKE W 231,773 232,903
    TOYOTA MTR CRED SER B - 3.300% 159,211 153,683
    UNITED PARCEL SERVICE - 2.450% 160,372 162,850
    UNITEDHEALTH GROUP INC - 2.000 232,654 236,317
    VERIZON - 3.875% - 02/08/2029 205,659 238,238
    VERIZON COMMUNICATIONS - 3.376 210,537 238,788
    VISA INC - 4.300% - 12/14/2045 100,347 134,235
    WAL-MART STORES INC - 3.700% - 205,711 238,587
    WASTE MANAGEMENT INC - 3.150% 205,493 231,449
    WELLS FARGO &CO - 2.188% - 04/ 240,965 251,640

    TY 2020 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
    ABBVIE INC 234,658 295,734
    ACCENTURE PLC 158,774 388,158
    ALIBABA GROUP HOLDING LTD 111,235 373,066
    ALPHABET INC CL A 88,169 231,348
    ALPHABET INC CL C 95,902 236,504
    AMAZON COM 67,962 566,706
    AMERICAN EXPRESS CO 220,931 215,583
    ANTHEM INC 233,902 262,652
    APPLE INC 115,859 607,720
    AT&T, INC 281,348 229,706
    AUTODESK, INC 69,441 421,980
    AUTOMATIC DATA PROCESSING INC 27,092 55,327
    BOEING CO 256,131 338,215
    CERNER CORPORATION 88,717 127,295
    CHARLES SCHWAB CORP 212,445 235,020
    CHEVRON CORP 209,340 177,936
    CHUBB LIMITED 159,100 198,249
    CISCO SYSTEMS INC 363,617 476,319
    CME GROUP, INC 137,856 144,730
    COLGATE-PALMOLIVE COMPANY 279,904 341,014
    COMCAST CORP 235,585 324,251
    DEERE CO 108,503 299,722
    DUKE REALTY CORPORATION 131,424 135,938
    EVENTIDE HEALTHCARE & LIFE SCI 317,143 508,042
    EXPEDITORS INTL WASH INC 90,160 183,277
    FACEBOOK INC 176,393 447,982
    FACTSET RESH SYST INC 52,785 117,040
    FIDELITY ADVISOR NEW INSIGHTS 2,527,498 3,587,028
    FIDELITY NATIONAL INFORMATION 158,343 342,192
    FIRST EAGLE GLOBAL FUND CLASS 2,813,345 3,721,358
    FIRST EAGLE SOGEN OVERSEAS FUN 1,301,759 1,518,269
    HONEYWELL INTL 118,547 244,818
    ILLUMINA INC COM 133,010 169,830
    INT'L FLAVORS & FRAGRANCES INC 263,991 213,218
    INTUITIVE SURGICAL 64,798 103,081
    INVESCO BUYBACK ACHIEVERS ETF 649,544 1,139,790
    INVESCO OPPENHEIMER DEVELOPING 1,173,785 1,839,653
    INVESCO S&P 500 LOW VOLATILITY 1,305,330 2,304,660
    ISHARES GOLD TRUST 1,497,041 2,164,269
    ISHARES MSCI GRW IDX 853,890 1,171,537
    JOHNSON & JOHNSON 302,922 397,070
    JP MORGAN CHASE 168,724 300,266
    LINDE PLC COM 191,497 303,564
    LOCKHEED MARTIN CORP 205,399 275,464
    LOWES COMPANIES INC 196,652 420,857
    MARSH AND MCLENNAN COMPANIES I 117,688 222,651
    MCDONALD'S CORP 236,563 279,812
    MEDTRONIC PLC 180,668 244,705
    MERCK & CO INC 270,354 289,327
    MICROSOFT CORP 185,531 861,878
    MONDELEZ INTERNATIONAL INC 164,596 225,168
    MONSTER BEVERAGE CORP 134,118 283,081
    MOTOROLA SOLUTIONS INC 234,376 277,198
    NEUBERGER BERMAN INTR VAL - IS 1,377,447 2,141,447
    NEXTERA ENERGY, INC 127,726 339,151
    NOVARTIS AG ADR 226,619 262,327
    NOVO NORDISK A S 42,055 71,457
    NVIDIA CORP 104,220 367,629
    OAKMARK INTERNATIONAL ADVISOR 1,369,541 1,462,563
    ORACLE CORP 185,143 300,291
    PACKAGING CORP AMER 106,250 170,457
    PEPSICO INC 181,139 264,567
    PHILIP MORRIS INTL 267,707 243,485
    PHILLIPS 66 203,150 170,793
    PRIMEENERGY CORP 6,188 64,755
    QUALCOMM INC 73,207 212,057
    REGENERON PHARMACEUTICALS INC 153,813 201,940
    ROCHE HOLDING LTD ADR 169,331 196,710
    SALESFORCE.COM 198,095 291,514
    SCHLUMBERGER LTD 183,377 83,500
    SEI INVESTMENTS 75,005 113,388
    SELECT SECTOR SPDR-HEALTH CARE 664,166 1,025,177
    STARBUCKS CORP COM 123,885 200,908
    TETON WESTWOOD MIGHTY MITES CL 1,319,420 1,673,514
    TEXAS INSTRUMENTS INC 204,311 334,825
    TRANE TECHNOLOGIES PLC 98,935 262,014
    UNION PACIFIC 151,291 299,004
    UNITEDHEALTH GROUP INC 168,936 422,219
    USD CYRUSONE INC 199,835 232,324
    VANGUARD HIGH DIV YIELD 2,873,579 4,349,495
    VANGUARD S&P 500 ETF 1,299,168 1,959,813
    VANGUARD SF REIT ETF 860,297 916,314
    VISA INC 131,469 451,459
    WALT DISNEY HOLDINGS CO 197,505 287,533
    WEC ENERGY GROUP, INC 143,053 228,234
    WORKDAY INC 63,165 112,617
    YUM BRANDS INC 47,943 101,504
    YUM CHINA HOLDINGS INC 31,908 71,420

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN:
    13-3151548
    US Government Securities - End of Year Book Value:

    5,323,457
    US Government Securities - End of Year Fair Market Value:

    5,713,263
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 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
    MINERAL RIGHTS - TX - S HARRIS   1 500
    MINERAL RIGHTS - 3 PARCELS -TX   83,400 75,000

    TY 2020 LegalFeesSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN:
    13-3151548
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 733     733


    TY 2020 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 103,273     103,273
    Administrative Set-Up Fee 3,000     3,000
    Bank Charges 666 666    
    Computers/Electronic Devices 2,151     2,151
    Foundation Dues & Memberships 765     765
    Indemnification Insurance 2,250     2,250
    Insurance Premiums 912     912
    Office Supplies 1,062     1,062
    State or Local Filing Fees 1,550     1,550


    TY 2020 OtherIncomeSchedule2
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN:
    13-3151548
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class Action Lawsuit Proceeds 10,252 10,252  


    TY 2020 OtherIncreasesSchedule
    Name:
    The Herbert & Nell Singer Foundation Inc
    EIN:
    13-3151548
    Description Amount
    PRIOR YEAR ADJ-MINERAL &ROYALTY INTEREST 75,000


    TY 2020 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 387,753 387,753    
    Philanthropic Consulting Srvcs 24,641     24,641
    ENGINEERING CONSULTING SRVCS 1,680 1,680    


    TY 2020 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 2020 25,500      
    990-PF Extension for 2019 22,675      
    Foreign Tax Paid 3,113 3,113