Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$74,705,216J 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 right arrow.............
3 Interest on savings and temporary cash investments 331,711 331,711  
4 Dividends and interest from securities... 1,380,993 1,380,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,660,564
b Gross sales price for all assets on line 6a 15,972,985
7 Capital gain net income (from Part IV, line 2)... 1,660,564
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
List of Attached Documents:
// Content
668 668  
12 Total. Add lines 1 through 11........ 3,373,936 3,373,936  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 203,500     203,500
14 Other employee salaries and wages...... 35,602     35,602
15 Pension plans, employee benefits....... 19,124     19,124
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
404,130 403,180   950
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
53,590 1,782    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 273     273
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
121,835 699   121,136
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 838,054 405,661   380,585
25 Contributions, gifts, grants paid....... 3,946,850 3,946,850
26 Total expenses and disbursements. Add lines 24 and 25 4,784,904 405,661   4,327,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,410,968
b Net investment income (if negative, enter -0-) 2,968,275
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 2,582,696 7,557,361 7,557,361
3 Accounts receivable right arrow3,450
Less: allowance for doubtful accounts right arrow     3,450 3,450
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,240,172 Click to see attachment
List of Attached Documents:
// Content
5,955,826 		5,295,964
b Investments—corporate stock (attach schedule)....... 35,995,461 Click to see attachment
List of Attached Documents:
// Content
29,954,296 		48,641,123
c Investments—corporate bonds (attach schedule)....... 15,258,867 Click to see attachment
List of Attached Documents:
// Content
14,195,295 		13,206,786
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 609 Click to see attachment
List of Attached Documents:
// Content
609 		532
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,077,805 57,666,837 74,705,216
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 59,077,805 57,666,837
29 Total net assets or fund balances (see instructions)..... 59,077,805 57,666,837
30 Total liabilities and net assets/fund balances (see instructions). 59,077,805 57,666,837
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
59,077,805
2
Enter amount from Part I, line 27a .....................
2
-1,410,968
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
57,666,837
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
57,666,837
Form 990-PF (2023)
Form 990-PF (2023)
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 15,972,985   14,312,421 1,660,564
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       1,660,564
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 1,660,564
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
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 right arrow 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) 1 41,259
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 41,259
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 41,259
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 43,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 43,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,241
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,241 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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? ....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changes....
3
 
No
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.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT, 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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
Shelley Leibowitz Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
David Sandak Dir, Sec
20.0 		66,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jay H Sandak Dir, Pres
20.0 		137,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Mary E Sandak Dir, 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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
The Erdmann Group Investment MGMT 403,180
2 Pickwick Plaza 3rd FL
GREENWICH,CT06830
Foundation Source Administrative 110,135
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
65,119,209
b
Average of monthly cash balances.......................
1b
7,799,946
c
Fair market value of all other assets (see instructions)................
1c
532
d
Total (add lines 1a, b, and c).........................
1d
72,919,687
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
72,919,687
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,093,795
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
71,825,892
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,591,295
Part X
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 IX, line 6..................
1
3,591,295
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
41,259
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,259
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,550,036
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,550,036
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,550,036
Part XI
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
4,327,435
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,327,435
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,550,036
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,402,791
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,327,435
a Applied to 2022, but not more than line 2a 3,402,791
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 2023 distributable amount..... 924,644
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,625,392
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

PO BOX 4124
NEW YORK,NY10163 		N/A PC 2023 Annual Herbert M. Singer International Policy Conference at the Taub Center Jerusalem 85,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

PO BOX 4124
NEW YORK,NY10163 		N/A PC Taub Center for Social Policy Studies in Israel 100,000

AMERICARES FREE CLINIC INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 10,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQ
BOSTON,MA02129 		N/A PC General & Unrestricted 5,000

BEACON VOLUNTEER AMBULANCE CORP

PO BOX 54
BEACON,NY12508 		N/A PC General & Unrestricted 20,000

BUILDING ONE COMMUNITY CORP

75 SELLECK ST
STAMFORD,CT06902 		N/A PC B1C's Immigration Legal Services (ILS) 100,000

BUILDING ONE COMMUNITY CORP

75 SELLECK ST
STAMFORD,CT06902 		N/A PC Immigrant Legal Services 10,000

BUILDING ONE COMMUNITY CORP

75 SELLECK ST
STAMFORD,CT06902 		N/A PC Immigration Legal Service 5,000

CAMP CASCO INC

92 BARTON DR
SUDBURY,MA01776 		N/A PC General & Unrestricted 7,500

CAMPAIGN FOR SOUTHERN EQUALITY

20 OAK ST
ASHEVILLE,NC28801 		N/A PC Transgender Youth Advocacy fund 10,000

CAREER RESOURCES INC

1000 LAFAYETTE BLVD STE 303
BRIDGEPORT,CT06604 		N/A PC Charter Oak Group Study 25,000

CAREER RESOURCES INC

1000 LAFAYETTE BLVD STE 303
BRIDGEPORT,CT06604 		N/A PC Bridgeport Reentry Welcome Center 50,000

CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC

238 JEWETT AVE
BRIDGEPORT,CT06606 		N/A PC The Thomas Merton Center 200,000

CENTER FOR CHILDRENS ADVOCACY INC

65 ELIZABETH ST
HARTFORD,CT06105 		N/A PC General & Unrestricted 10,000

CENTER FOR NEW AMERICAN SECURITY INC

1152 15TH ST NW STE 950
WASHINGTON,DC20005 		N/A PC General & Unrestricted 10,000

CHANGE SUMMER INC

119 W 72ND ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 20,000

CHILD GUIDANCE CENTER OF SOUTHERN CT INC

103 W BROAD ST
STAMFORD,CT06902 		N/A PC General & Unrestricted 10,000

CLICC INC

470 JAMES ST STE 7
NEW HAVEN,CT06513 		N/A PC General & Unrestricted 100,000

COMMUNITY PARTNERS IN ACTION INC

110 BARTHOLOMEW AVE STE 3010
HARTFORD,CT06106 		N/A PC Waterbury Reentry Welcome Center 50,000

CONNECTICUT BAR FOUNDATION INC

31 PRATT ST STE 420
HARTFORD,CT06103 		N/A PC HNSF/CT Bar Foundation Fellowship Program 245,396

CONNECTICUT BAR FOUNDATION INC

31 PRATT ST STE 420
HARTFORD,CT06103 		N/A PC Operating Expense/Administrative fee to help pay for staff time spent working on the Singer Public Service Fellowship Program 2,454

DENVER BOTANIC GARDEN INC

909 YORK ST
DENVER,CO80206 		N/A PC General & Unrestricted 5,000

DOMUS KIDS INC

83 LOCKWOOD AVE
STAMFORD,CT06902 		N/A PC Juvenile Review Board 100,000

DOUBLE H - HOLE IN THE WOODS RANCH INC

97 HIDDEN VALLEY RD
LAKE LUZERNE,NY12846 		N/A PC General & Unrestricted 7,500

DUET INC

50 MILK ST 6TH FL
BOSTON,MA02109 		N/A PC Growing Career Services at Duet 75,000

ECSU FOUNDATION INC

83 WINDHAM ST
WILLIMANTIC,CT06226 		N/A PC STEP/CAP Scholarship fund 48,000

FERGUSON LIBRARY

ONE PUBLIC LIBRARY PLZ
STAMFORD,CT06904 		N/A PC General & Unrestricted 10,000

FOR GOOD PGH

910 BRADDOCK AVE
BRADDOCK,PA15104 		N/A PC General & Unrestricted 10,000

FRATERNAL ORDER OF THE UMBRELLA INC

P O BOX 112238
STAMFORD,CT06911 		N/A PC General & Unrestricted 5,000

FUTURE 5 INC

135 ATLANTIC ST
STAMFORD,CT06901 		N/A PC General & Unrestricted 5,000

FUTURE 5 INC

135 ATLANTIC ST
STAMFORD,CT06901 		N/A PC College Success program 50,000

HARBOR CAMPS INC

PO BOX 431314
MIAMI,FL33243 		N/A PC Outdoor Pavilion Capital Campaign 50,000

HOPE FOR HAITI INC

1021 5TH AVE N
NAPLES,FL34102 		N/A PC General & Unrestricted 10,000

HORIZONS BRIDGEPORT

1057 BROAD ST
BRIDGEPORT,CT06604 		N/A PC Horizons Bridgeport Regional High School Program for post secondary success 25,000

INSPIRICA INC

141 FRANKLIN ST
STAMFORD,CT06901 		N/A PC General & Unrestricted 5,000

JACKIE ROBINSON PARK OF FAME INC

62 ELMCROFT RD
STAMFORD,CT06902 		N/A PC Charitable Event 10,000

JEWISH FAMILY SERVICE OF STAMFORD INC

196 GREYROCK PL
STAMFORD,CT06901 		N/A PC General & Unrestricted 5,000

JEWISH NATIONAL FUND-USA INC

42 E 69TH ST
NEW YORK,NY10021 		N/A PC Garden Certificate 1,000

MALTA HOUSE INC

139A W ROCKS RD
NORWALK,CT06851 		N/A PC General & Unrestricted 5,000

NEW COVENANT CENTER

174 RICHMOND HILL AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 5,000

ONEGOAL

180 N WABASH AVE STE 800
CHICAGO,IL60601 		N/A PC OneGoal Massachusetts fund 50,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Ralph Goldman Center at Hebrew University 50,000

PACIFIC HOUSE INC

137 HENRY ST STE 205
STAMFORD,CT06902 		N/A PC General & Unrestricted 2,500

RED CLOUD INDIAN SCHOOL

100 MISSION DR
PINE RIDGE,SD57770 		N/A PC General & Unrestricted 5,000

REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC

2470 FAIRFIELD AVE
BRIDGEPORT,CT06605 		N/A PC Connecting Community and Families to Support Youth 50,000

SAINT JOSEPH PARENTING CENTER

90 FAIRFIELD AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 2,500

ST ANN SCHOOL

2211 W 18TH PL
CHICAGO,IL60608 		N/A PC General & Unrestricted 10,000

STAMFORD MUSEUM AND NATURE CENTER INCORPORATED

39 SCOFIELDTOWN RD
STAMFORD,CT06903 		N/A PC General & Unrestricted 5,000

TAUB CENTER FOR SOCIAL POLICY STUDIES IN ISRAEL

15 HAARI ST
JERUSALEM   91034
IS 		N/A PC To provide ongoing support for the annual charitable and educational conference currently known as the Herbert M. Singer International Conference 2,000,000

THE BASEBALL INC

150 SHIRLEY ST
ROXBURY,MA02119 		N/A PC The BASE fund 10,000

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC General & Unrestricted 5,000

TRIO NEW COLLEGE NETWORK INC

9 MENLO ST
BOSTON,MA02135 		N/A PC Future Forward CT fund 50,000

TRUSTEES OF COLUMBIA UNIVERSITY Department of Ped

516 W 168TH ST FL 3
NEW YORK,NY10032 		N/A PC Herbert and Nell Singer Columbia Social Justice Fellowship Fund 75,000

UASPIRE INC

6 LIBERTY SQ 98549
BOSTON,MA02109 		N/A PC College Affordability Advising, Training, and Systems Change 50,000

UNIVERSITY OF MASSACHUSETTS FOUNDATION INC

100 CARLSON AVE
NEWTON,MA02459 		N/A PC Camp Shriver fund 15,000

UNIVERSITY OF NOTRE DAME DU LAC

511 MAIN BLDG
NOTRE DAME,IN46556 		N/A PC Thomas Shaffer Fellowship fund 10,000

UNIVERSITY OF NOTRE DAME DU LAC

511 MAIN BLDG
NOTRE DAME,IN46556 		N/A PC Notre Dame Law School - Thomas Shaffer Fellowship fund 10,000

WAVENY CARE CENTER INC

3 FARM RD
NEW CANAAN,CT06840 		N/A PC General & Unrestricted 20,000

WESLEYAN UNIVERSITY The Wesleyan Fund

318 HIGH ST
MIDDLETOWN,CT06459 		N/A PC Wesleyan Center for Prison Education 5,000

YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP

11 CHASE POINT RD
MIRROR LAKE,NH03853 		N/A PC Leaders Scholarship Fund 15,000
Total .................................right arrow 3a 3,946,850
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 331,711  
4 Dividends and interest from securities ....     14 1,380,993  
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 1,660,564  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 490  
bINCOME FROM MINERAL RIGHTS     14 178  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,373,936  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,373,936
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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 2023 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 2023 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% - 11/14/20 220,484 193,172
ACE INA HOLDINGS - 3.150% - 03 161,291 151,570
ALPHABET INC - 1.100% - 08/15/ 324,261 274,624
AMERICAN EXPRESS - 6.338% - 10 180,711 182,556
AMERICAN EXPRESS CO NOTE - 4.9 246,698 251,192
AMERICAN TOWER CORP NT - 2.700 234,333 197,800
AMPHENOL CORP - 2.800% - 02/15 221,523 198,800
ANHEUSER BUSCH - 4.750% - 01/2 205,616 198,204
ANHEUSER BUSCH COS INC - 4.900 97,111 96,117
ANTHEM INC NOTE - 4.101% - 03/ 200,418 199,725
APPLE INC - 1.650% - 02/08/203 233,666 199,275
AT&T - 2.250% - 02/01/2032 292,194 289,535
AT&T INC - 5.400% - 02/15/2034 137,465 143,642
AUTOZONE INC - 3.125% - 04/21/ 161,245 153,772
BARCLAYS PLC - 2.645% - 06/24/ 229,150 195,047
BECTON DICKINSON - 3.363% - 06 98,799 94,086
BP GROUP PLC - 3.279% - 09/19/ 99,800 96,216
CAPITAL ONE FINL CORP NOTE - 3 203,358 201,466
CITIGROUP INC - 4.125% - 07/25 203,784 198,885
CITIGROUP INC BND - 3.300% - 0 195,790 191,439
COMCAST - 4.250% - 10/15/2030 229,313 185,564
COMCAST CORP NOTE - 3.550% - 0 192,004 191,112
CONOCO INC NT - 6.950% - 04/14 205,351 179,576
CSX CORP - 4.250% - 03/15/2029 203,603 195,965
CVS CAREMARK CORP NOTE - 4.300 191,489 188,967
DISNEY WALT CO - 3.000% - 02/1 218,037 200,234
DUKE ENERGY CORP - 2.550% - 06 228,443 193,164
DUKE ENERGY CORP - 3.750% - 04 160,164 149,177
ECOLAB INC GLBL NT - 3.250% - 199,431 196,850
ENTERGY CORP - 2.400% - 06/15/ 230,668 196,130
ENTERPRISE PROD - 3.750% - 02/ 98,533 95,726
ESSEX PORTFOLIO - 4.000% - 03/ 206,173 194,832
EXELON CORP - 3.400% - 04/15/2 159,902 153,018
FEDEX CORP - 3.250% - 04/01/20 161,788 151,788
FIFTH THIRD BAN CORP - 4.300% 204,155 196,753
FISERV INC - 3.200% - 07/01/20 227,300 196,440
GENERAL MTRS FINL COINC NOTE - 160,634 154,928
GOLDMAN SACHS BK - 6.561% - 10 90,893 97,003
HOME DEPOT INC - 2.950% - 06/1 213,678 192,882
HONDA - 2.967% - 03/10/2023 168,519 179,608
JP MORGAN CHASE - 2.769% - 10/ 227,579 196,826
KINDER MORGAN INC - 2.000% - 0 207,812 182,999
LINCOLN NATL - 3.400% - 01/15/ 320,745 263,912
LOCKHEED MARTIN CORP NOTE - 5. 169,599 175,321
LOWES COS INC - 1.700% - 10/15 233,850 194,674
MARSH &MCLENNAN COS INC - 4.37 203,725 195,274
METLIFE - 3.600% - 04/10/2024 202,445 195,894
MICROSOFT CORP - 3.750% - 02/1 150,376 135,931
MONDELEZ INTL INC - 1.875% - 1 307,100 284,146
MORGAN STANLEY - 2.699% - 01/2 112,060 96,245
NORTHROP GRUMMAN CORP - 3.200% 205,738 204,049
NUCOR CORP NOTE - 3.950% - 05/ 208,472 195,033
ORACLE CORP - 2.950% - 05/15/2 97,683 97,072
ORACLE CORP - 3.400% - 07/08/2 159,327 148,241
PFIZER INVT - 4.750% - 05/19/2 162,554 164,401
REALTY INCOME CORP NOTE - 3.00 159,729 161,429
REPUBLIC SERVICES INC - 2.900% 131,604 128,690
REYNOLDS AMERICAN - 4.450% - 0 98,945 88,964
SHELL - 4.000% - 05/10/2046 121,222 89,682
SIMON PPTY GROUP LP - 3.375% - 208,955 197,880
SOUTHERN CO - 3.250% - 07/01/2 99,566 97,471
SOUTHWESTERN ELEC PWR - 4.100% 204,927 193,644
STARBUCKS CORP - 3.800% - 08/1 205,701 197,349
SYSCO CORP - 3.750% - 10/01/20 200,087 195,203
TD BANK - 0.750% - 09/11/2025 213,727 199,722
TOTAL CAPITAL NOTE CALL MAKE W 231,773 192,248
TOYOTA MOTOR CREDIT CORP - 2.1 227,340 197,881
TRUST FINL CORP - 6.047% - 06/ 186,545 189,333
UNITEDHEALTH GROUP INC - 2.000 232,654 193,038
VERIZON - 3.875% - 02/08/2029 205,659 197,008
VERIZON COMMUNICATIONS INC - 2 219,493 190,833
VISA INC - 4.300% - 12/14/2045 97,328 88,868
WALMART - 4.150% - 09/09/1932 186,906 187,279
WASTE MANAGEMENT INC - 3.150% 205,493 196,392
WELLS FARGO BANK - 6.491% - 10 90,801 97,014

TY 2023 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 349,086 332,852
ABBVIE INC 171,173 314,279
ACCENTURE PLC 136,468 446,007
ALIBABA GROUP HOLDING LTD 120,582 68,364
ALPHABET INC CL A 72,849 276,586
ALPHABET INC CL C 61,590 244,373
AMAZON COM 99,618 464,633
AMERICAN EXPRESS CO 202,413 306,488
AMERICAN TOWER REIT INC 273,093 329,865
APPLE INC 246,416 944,167
AUTODESK, INC 54,690 259,306
BLOCK INC 139,495 105,737
BOEING CO 310,906 486,913
BROADCOM INC 256,654 609,473
CHARLES SCHWAB CORP 241,486 326,250
CHEVRON CORP 213,857 295,784
COMCAST CORP 274,136 308,178
DEERE CO 18,597 52,783
EATON CORP PLC 199,067 309,695
ELEVANCE HEALTH INC 185,757 283,408
EXPEDITORS INTL WASH INC 48,285 131,270
EXXON MOBIL CORP 330,469 291,642
FACTSET RESH SYST INC 43,547 133,574
FIDELITY NATIONAL INFORMATION 195,132 156,542
FIRST EAGLE SOGEN OVERSEAS FUN 1,483,874 1,629,928
HONEYWELL INTL 158,567 257,314
ILLUMINA INC COM 198,868 109,860
INTUITIVE SURGICAL 54,837 106,268
INVESCO BUYBACK ACHIEVERS ETF 468,456 1,022,795
INVESCO S&P 500 LOW VOLATILITY 1,470,831 2,734,926
ISHARES GOLD TR 2,275,562 3,149,213
JP MORGAN CHASE 215,131 417,596
LINDE PLC COM 169,104 416,871
LOWES COMPANIES INC 111,544 318,692
MARSH AND MCLENNAN COMPANIES I 103,249 308,268
MASTERCARD INC 297,943 353,577
MCDONALD'S CORP 159,518 235,132
META PLATFORMS INC 229,371 653,764
MICROSOFT CORP 312,380 1,375,930
MONDELEZ INTERNATIONAL INC 142,229 240,178
MONSTER BEVERAGE CORP 97,816 252,562
MOTOROLA SOLUTIONS INC 206,757 448,971
NETFLIX INC 219,859 366,134
NEUBERGER BERMAN INTR VAL - IS 1,559,023 2,360,140
NEXTERA ENERGY, INC 233,232 306,251
NORTHROP GRUMMAN CORP 179,860 159,636
NOVARTIS AG ADR 95,407 112,683
NOVO NORDISK A S 31,693 166,141
NVIDIA CORP 50,337 631,406
OAKMARK INTERNATIONAL FUND 1,469,936 1,609,912
ORACLE CORP 134,472 344,229
PACKAGING CORP AMER 97,048 174,314
PAYPAL HOLDINGS, INC 130,692 76,087
PEPSICO INC 137,785 228,095
PHILIP MORRIS INTL 228,011 239,622
PRIMEENERGY CORP 6,188 159,525
PROLOGIS 317,641 397,901
QUALCOMM INC 55,592 151,283
REGENERON PHARMACEUTICALS INC 70,175 182,684
ROCHE HOLDING LTD ADR 96,482 89,090
S&P GLOBAL INC COM 247,512 278,409
SALESFORCE.COM 173,300 285,244
SANDOZ GROUP AG 5,258 7,138
SEI INVESTMENTS 63,257 102,697
SELECT SECTOR SPDR-HEALTH CARE 650,250 1,151,293
SHOPIFY INC 123,872 172,782
STARBUCKS CORP COM 111,028 159,569
TESLA MOTORS INC 361,513 444,779
TEXAS INSTRUMENTS INC 174,494 300,351
THERMO FISHER SCIENTIFIC INC 119,209 116,774
TJX COMPANIES INC 213,152 295,783
TRANE TECHNOLOGIES PLC 60,590 259,510
UNION PACIFIC 104,213 233,093
UNITEDHEALTH GROUP INC 132,769 466,452
VANGUARD ENERGY ETF 310,519 295,805
VANGUARD GROWTH ETF 1,512,300 2,195,732
VANGUARD HIGH DIV YIELD 3,361,241 5,823,276
VANGUARD MID-CAP ETF 678,787 759,912
VANGUARD S&P 500 ETF 1,968,283 3,278,057
VANGUARD SM-CAP ETF 681,713 782,534
VERTEX PHARMCTLS INC 111,910 228,672
VISA INC 139,269 465,766
WAL-MART STORES INC 219,759 239,943
WALT DISNEY HOLDINGS CO 303,157 234,754
WEC ENERGY GROUP, INC 220,660 260,843
WORKDAY INC 50,750 103,246
YUM BRANDS INC 39,277 100,086
YUM CHINA HOLDINGS INC 24,131 36,829
ZOETIS INC 277,287 296,647

TY 2023 InvestmentsGovtObligationsSch
Name:
The Herbert & Nell Singer Foundation Inc
EIN:
13-3151548
US Government Securities - End of Year Book Value:

5,915,213
US Government Securities - End of Year Fair Market Value:

5,263,745
State & Local Government Securities - End of Year Book Value:


40,613
State & Local Government Securities - End of Year Fair Market Value:


32,219


TY 2023 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 - SOUTH HARRIS   609 532

TY 2023 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 110,135     110,135
Bank Charges 685 685    
Computers/Electronic Devices 1,130     1,130
Digital Subscriptions 2,160     2,160
Equipment Maintenance 582     582
Foundation Dues & Memberships 1,610     1,610
Indemnification Insurance 2,250     2,250
Insurance Premiums 903     903
Office Supplies 510     510
Postage/Delivery Service 14 14    
State or Local Filing Fees 1,550     1,550
Website Hosting/Support 306     306


TY 2023 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 490 490  
Income from Mineral Rights 178 178  


TY 2023 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 403,180 403,180    
Philanthropic Consulting Srvcs 950     950


TY 2023 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 2023 43,500      
990-PF Excise Tax for 2022 8,308      
Foreign Tax Paid 1,761 1,761    
Property Taxes 21 21