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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$75,646,430J 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 272,788 272,788  
4 Dividends and interest from securities... 1,610,940 1,610,940  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,674,854
b Gross sales price for all assets on line 6a 35,632,010
7 Capital gain net income (from Part IV, line 2)... 9,674,854
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
6,631 6,631  
12 Total. Add lines 1 through 11........ 11,565,213 11,565,213  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 318,500     318,500
14 Other employee salaries and wages...... 41,880     41,880
15 Pension plans, employee benefits....... 27,766     27,766
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
25,652 1,650 0 24,002
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
404,127 397,082   7,045
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
137,611 2,011    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 511     511
22 Printing and publications.......... 862     862
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
119,609 667   118,942
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,076,518 401,410 0 539,508
25 Contributions, gifts, grants paid....... 7,251,938 7,251,938
26 Total expenses and disbursements. Add lines 24 and 25 8,328,456 401,410 0 7,791,446
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,236,757
b Net investment income (if negative, enter -0-) 11,163,803
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 7,557,361 11,614,025 11,614,025
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   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) 5,955,826 Click to see attachment
List of Attached Documents:
// Content
40,613 		31,319
b Investments—corporate stock (attach schedule)....... 29,954,296 Click to see attachment
List of Attached Documents:
// Content
21,720,989 		37,050,978
c Investments—corporate bonds (attach schedule)....... 14,195,295 Click to see attachment
List of Attached Documents:
// Content
27,527,358 		26,949,576
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) 57,666,837 60,903,594 75,646,430
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 57,666,837 60,903,594
29 Total net assets or fund balances (see instructions)..... 57,666,837 60,903,594
30 Total liabilities and net assets/fund balances (see instructions). 57,666,837 60,903,594
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
57,666,837
2
Enter amount from Part I, line 27a .....................
2
3,236,757
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
60,903,594
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
60,903,594
Form 990-PF (2024)
Form 990-PF (2024)
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 35,632,010   25,957,156 9,674,854
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       9,674,854
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 9,674,854
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) 1 155,177
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........................... 3 155,177
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- ..... 5 155,177
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 137,841
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.............. 7 137,841
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 17,336
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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? Click to see attachment
List of Attached Documents:
// Content
....................
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 changesClick to see attachment
List of Attached Documents:
// Content
....
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
List of Attached Documents:
// Content
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		156,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jay H Sandak Dir, Pres
20.0 		162,500 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 (2024)
Form 990-PF (2024)
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 397,082
2 Pickwick Plaza 3rd Fl
GREENWICH,CT06830
Foundation Source Administrative 112,198
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 (2024)
Form 990-PF (2024)
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
69,481,362
b
Average of monthly cash balances.......................
1b
6,921,816
c
Fair market value of all other assets (see instructions)................
1c
532
d
Total (add lines 1a, b, and c).........................
1d
76,403,710
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
76,403,710
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,146,056
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,257,654
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,762,883
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
3,762,883
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
155,177
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
155,177
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,607,706
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,607,706
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
3,607,706
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
7,791,446
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
7,791,446
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,607,706
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,625,392
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,791,446
a Applied to 2023, but not more than line 2a 2,625,392
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 2024 distributable amount..... 3,607,706
e Remaining amount distributed out of corpus 1,558,348
5 Excess distributions carryover applied to 2024.    
(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 1,558,348
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,558,348
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 1,558,348
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

220 E 42ND ST STE 400
NEW YORK,NY10017 		N/A PC Taub Center for Social Policy Studies in Israel 100,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 E 42ND ST STE 400
NEW YORK,NY10017 		N/A PC Taub Center 2024 Annual Herbert M. Singer International Policy Conference 90,000

AMERICARES FREE CLINIC INC

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

BEACON VOLUNTEER AMBULANCE CORP

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

BOYS & GIRLS CLUB OF STAMFORD INC

347 STILLWATER AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 5,000

BUILDING ONE COMMUNITY CORP

417 SHIPPAN AVE
STAMFORD,CT06902 		N/A PC B1C's Immigration Legal Services (ILS) 100,000

BUILDING ONE COMMUNITY CORP

417 SHIPPAN AVE
STAMFORD,CT06902 		N/A PC Immigrant Legal Services 10,000

CATHOLIC ACADEMY OF BRIDGEPORT INC

63 PEQUONNOCK ST
BRIDGEPORT,CT06604 		N/A PC General & Unrestricted 20,000

CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC

238 JEWETT AVE
BRIDGEPORT,CT06606 		N/A PC The Thomas Merton Center 150,000

CENTER FOR CHILDRENS ADVOCACY INC

65 ELIZABETH ST
HARTFORD,CT06105 		N/A PC Youth Justice Project 150,000

CENTER FOR NEW AMERICAN SECURITY INC

1701 PENNSYLVANIA AVE NW STE 700
WASHINGTON,DC20006 		N/A PC General & Unrestricted 10,000

CHANGE SUMMER INC

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

CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC

64 PALMERS HILL RD
STAMFORD,CT06902 		N/A PC Harold J Sandak Garden fund 20,000

CLICC INC

470 JAMES ST STE 7
NEW HAVEN,CT06513 		N/A PC General & Unrestricted 102,500

CONNECTICUT BAR FOUNDATION INC

100 PEARL ST 11TH FL
HARTFORD,CT06103 		N/A PC HNSF/CT Bar Foundation Fellowship Program 170,438

DOMUS KIDS INC

83 LOCKWOOD AVE
STAMFORD,CT06902 		N/A PC Domus' Juvenile Review Board (JRB) Program 100,000

DUET INC

50 MILK ST 6TH FL
BOSTON,MA02109 		N/A PC General & Unrestricted 15,000

DUET INC

50 MILK ST 6TH FL
BOSTON,MA02109 		N/A PC Increasing Capacity for Career Services at Duet 100,000

ECSU FOUNDATION INC

83 WINDHAM ST
WILLIMANTIC,CT06226 		N/A PC STEP/CAP Scholarship fund with enhanced support services 49,000

FERGUSON LIBRARY

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

FOOD BANK OF LOWER FAIRFIELD COUNTY INC

461 GLENBROOK RD
STAMFORD,CT06906 		N/A PC General & Unrestricted 5,000

FOOD RESCUE US INC

1127 HIGH RIDGE RD STE 338
STAMFORD,CT06905 		N/A PC General & Unrestricted 10,000

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC

40 WALL ST
NEW YORK,NY10005 		N/A PC General & Unrestricted 5,000

HEBREW FREE LOAN SOCIETY INC

38 PARK ST APT 12F
FLORHAM PARK,NJ07932 		N/A PC The Singer Foundation Highly Confident Fund 150,000

HOMEFRONT INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 5,000

HOPE FOR HAITI INC

1021 5TH AVE N
NAPLES,FL34102 		N/A PC Improving Educational Outcomes in Southern Haiti 150,000

HOPE FOR HAITI INC

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

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 General & Unrestricted 7,500

JEWISH COMMUNAL FUND

PO BOX 237190
NEW YORK,NY10023 		N/A PC To create an endowed fund to be named The Herbert M. Singer president's fund 1,000,000

JEWISH FAMILY SERVICE OF STAMFORD INC

196 GREYROCK PL
STAMFORD,CT06901 		N/A PC General & Unrestricted 10,000

MALTA HOUSE INC

139A W ROCKS RD
NORWALK,CT06851 		N/A PC General & Unrestricted 2,500

MANNA FOOD BANK

99 BROADPOINTE DR
MILLS RIVER,NC28759 		N/A PC General & Unrestricted 10,000

MOSES-WEITZMAN HEALTH SYSTEM INC

635 MAIN ST
MIDDLETOWN,CT06457 		N/A SO III FI Heal Our Youth Program 150,000

NEW COVENANT CENTER

174 RICHMOND HILL AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 2,500

ONEGOAL

PO BOX 734137
CHICAGO,IL60673 		N/A PC OneGoal Massachusetts - State-Level Impact fund 150,000

PACIFIC HOUSE INC

137 HENRY ST STE 205
STAMFORD,CT06902 		N/A PC General & Unrestricted 5,000

PERSON TO PERSON INC

1864 POST RD
DARIEN,CT06820 		N/A PC General & Unrestricted 5,000

PIERS PARK SAILING CENTER INC

95 MARGINAL ST
EAST BOSTON,MA02128 		N/A PC General & Unrestricted 5,000

PRISON OF PEACE

22287 MULHOLLAND HWY 224
CALABASAS,CA91302 		N/A PC Connecticut three year Prison of Peace Pilot Program 75,000

RED CLOUD INDIAN SCHOOL

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

ROCKEFELLER UNIVERSITY

1230 YORK AVE
NEW YORK,NY10065 		N/A PC To add funds to an existing Endowment Fund entitled The Herbert & Nell Singer Postdoctoral Fellowship 1,000,000

SAINT JOSEPH PARENTING CENTER

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

STAMFORD MUSEUM AND NATURE CENTER INCORPORATED

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

THE FOOD BANK OF WESTERN MASSACHUSETTS INC

25 CAREW ST
CHICOPEE,MA01020 		N/A PC General & Unrestricted 25,000

THE HERREN PROJECT

PO BOX 131
PORTSMOUTH,RI02871 		N/A PC General & Unrestricted 10,000

TRUSTEES OF COLUMBIA UNIVERSITY

516 W 168TH ST FL 3
NEW YORK,NY10032 		N/A PC To benefit the Law School by establishing the Herbert & Nell Singer Social Justice Fellowship Endowment fund 3,000,000

TRUSTEES OF COLUMBIA UNIVERSITY

516 W 168TH ST FL 3
NEW YORK,NY10032 		N/A PC Herbert and Nell Singer Columbia Social Justice Fellowship Fund 150,000

UNIVERSITY OF NOTRE DAME DU LAC

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

UNIVERSITY OF NOTRE DAME DU LAC

511 MAIN BLDG
NOTRE DAME,IN46556 		N/A PC Law School Thomas Shaffer Fellowship fund 20,000

YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP

11 CHASE POINT RD
MIRROR LAKE,NH03853 		N/A PC Leaders Scholarship Fund 10,000
Total .................................right arrow 3a 7,251,938
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 272,788  
4 Dividends and interest from securities ....     14 1,610,940  
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 9,674,854  
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 6,498  
bINCOME FROM MINERAL RIGHTS     14 133  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   11,565,213  
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,565,213
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 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 2024 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
ACE INA HOLDINGS - 3.150% - 03 161,291 154,488
AIR PRODUCTS - 4.850% - 02/08/ 581,598 568,623
AMERICAN EXPRESS CO NOTE - 4.9 585,761 581,556
AMPHENOL CORP - 2.800% - 02/15 221,523 197,316
ANHEUSER BUSCH - 4.750% - 01/2 441,900 431,712
ANTHEM INC NOTE - 4.101% - 03/ 200,418 198,517
AT&T INC - 5.400% - 02/15/2034 579,391 572,157
AUTOZONE INC - 3.125% - 04/21/ 161,245 156,762
BARCLAYS PLC - 2.645% - 06/24/ 465,925 445,735
BHP BILLITON LIMITED - 4.875% 582,436 584,747
BP GROUP PLC - 3.279% - 09/19/ 595,822 590,538
CAMDEN PPTY TR NOTE - 5.850% - 627,933 624,291
CAPITAL ONE FINL CORP NOTE - 3 203,358 204,592
CATERPILLAR FINL SVCS - 4.850% 189,552 189,984
CITIGROUP INC NOTE - 6.270% - 590,104 576,499
COMCAST - 4.250% - 10/15/2030 474,136 426,159
CSX CORP - 4.250% - 03/15/2029 203,603 191,878
CVS CAREMARK CORP NOTE - 4.300 191,489 185,999
DEUTSCHE BK AG NY NOTE - 2.552 583,910 603,105
DIAGEO CAP PLC - 1.375% - 09/2 627,959 644,750
DISNEY WALT CO - 3.000% - 02/1 562,589 555,146
DUKE ENERGY CORP - 2.550% - 06 631,369 593,166
ECOLAB INC GLBL NT - 3.250% - 199,431 197,428
EMERSON ELEC CO NOTE CALL MAKE 415,618 423,433
ENTERGY CORP - 2.400% - 06/15/ 230,668 197,531
ESSEX PORTFOLIO - 4.000% - 03/ 206,173 196,119
EXELON CORP - 3.400% - 04/15/2 418,404 418,961
FEDEX CORP - 3.250% - 04/01/20 161,788 154,274
FISERV INC - 3.200% - 07/01/20 227,300 199,530
GENERAL DYNAMICS CORP NOTE - 3 585,597 594,179
GENERAL MTRS FINL CO INC NOTE 586,555 587,220
GOLDMAN SACHS GROUP INC - 1.09 587,231 607,276
HOME DEPOT INC - 2.700% - 04/1 630,156 640,755
HONDA - 2.967% - 03/10/2023 586,829 579,305
JP MORGAN CHASE - 2.769% - 10/ 227,579 199,071
KINDER MORGAN INC - 2.000% - 0 653,619 628,957
LILLY ELI &CO NOTE - 2.750% - 413,328 420,596
LINCOLN NATL - 3.400% - 01/15/ 320,745 264,293
LOCKHEED MARTIN CORP NOTE - 5. 429,612 422,455
LOWES COS INC - 1.700% - 10/15 233,850 195,751
MARSH &MCLENNAN COS INC - 4.37 435,375 424,408
METLIFE - 5.300% - 12/15/2034 591,588 578,145
MONDELEZ INTL INC - 1.875% - 1 307,100 279,373
NEXTERA ENERGY CAP HOLDINGS IN 191,598 191,414
NORTHROP GRUMMAN CORP - 3.200% 205,738 205,970
NUCOR CORP NOTE - 3.950% - 05/ 208,472 194,203
ORACLE CORP NOTE - 3.250% - 11 189,590 193,297
PFIZER INVT - 4.650% - 05/19/2 631,561 634,254
PROLOGIS LP - 4.000% - 09/15/2 409,567 413,128
REALTY INCOME CORP NOTE - 3.00 542,139 555,198
REPUBLIC SERVICES INC - 2.900% 131,604 131,012
REYNOLDS AMERICAN - 4.450% - 0 643,027 638,225
S&P GLOBAL INC - 2.450% - 03/0 416,890 426,284
SOUTHERN CO - 3.250% - 07/01/2 99,566 98,948
SOUTHWESTERN ELEC PWR - 4.100% 204,927 194,071
STARBUCKS CORP - 3.800% - 08/1 423,403 420,859
SYSCO CORP - 3.750% - 10/01/20 200,087 198,706
T MOBILE USA INC - 4.850% - 01 190,685 189,895
TD BANK - 0.750% - 09/11/2025 605,786 606,445
TOTAL CAPITAL NOTE CALL MAKE W 474,163 434,058
TOYOTA MOTOR CREDIT CORP - 2.1 462,160 429,175
TRUST FINL CORP - 6.047% - 06/ 588,512 590,632
UNITED PARCEL SERVICE - 4.875% 582,306 573,127
UNITEDHEALTH GROUP INC - 2.000 474,405 437,988
VERIZON COMMUNICATIONS INC - 2 617,204 586,837
VIRGINIA ELEC & PWR - 3.750% - 539,661 546,379
WELLS FARGO BANK - 6.491% - 10 582,449 572,691

TY 2024 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 179,133 191,269
ABBVIE INC 89,649 193,338
ACCENTURE PLC 77,125 245,901
ALIBABA GROUP HOLDING LTD 78,189 39,767
ALPHABET INC CL A 40,096 199,522
ALPHABET INC CL C 32,784 175,776
AMAZON COM 105,435 385,029
AMERICAN EXPRESS CO 112,469 269,189
AMERICAN TOWER REIT INC 159,607 163,051
AMPHENOL CORPORATION 155,571 173,764
APPLE INC 195,048 702,178
AUTODESK, INC 30,120 170,248
BLOCK INC 52,095 62,128
BOEING CO 272,616 266,739
BROADCOM INC 94,844 452,552
CHEVRON CORP 132,791 157,151
COMCAST CORP 154,192 147,756
DEERE CO 9,903 30,083
EATON CORP PLC 89,952 191,821
ELEVANCE HEALTH INC 110,662 122,844
EXPEDITORS INTL WASH INC 26,950 63,804
EXXON MOBIL CORP 185,126 177,706
FACTSET RESH SYST INC 23,608 70,601
FIRST EAGLE SOGEN OVERSEAS FUN 1,466,910 1,565,289
HONEYWELL INTL 104,441 153,831
ILLUMINA INC COM 84,570 56,793
INTUITIVE SURGICAL 29,759 88,211
INVESCO BUYBACK ACHIEVERS ETF 377,595 924,399
INVESCO S&P 500 LOW VOLATILITY 1,167,629 2,191,861
ISHARES GOLD TR 1,292,355 2,014,413
JP MORGAN CHASE 148,652 322,650
LINDE PLC COM 94,405 233,618
LOWES COMPANIES INC 59,790 176,709
MARSH AND MCLENNAN COMPANIES I 63,187 183,947
MASTERCARD INC 186,610 263,285
MCDONALD'S CORP 190,092 209,011
META PLATFORMS INC 82,998 446,159
MICROSOFT CORP 361,809 911,705
MONDELEZ INTERNATIONAL INC 80,004 109,485
MONSTER BEVERAGE CORP 65,477 137,392
MOTOROLA SOLUTIONS INC 85,970 265,782
NETFLIX INC 76,388 355,637
NEUBERGER BERMAN INTR VAL - IS 1,117,624 1,749,784
NEXTERA ENERGY, INC 166,704 199,370
NIKE INC-CL B 53,565 53,726
NORTHROP GRUMMAN CORP 123,347 109,814
NOVARTIS AG ADR 50,940 58,289
NOVO NORDISK A S 149,547 178,147
NVIDIA CORP 18,402 570,464
OAKMARK INTERNATIONAL FUND 1,382,426 1,393,777
ORACLE CORP 76,704 285,788
PAYPAL HOLDINGS, INC 63,795 56,672
PEPSICO INC 79,194 113,589
PHILIP MORRIS INTL 116,772 167,287
PROLOGIS 179,822 177,470
QUALCOMM INC 30,799 85,874
REGENERON PHARMACEUTICALS INC 52,013 96,165
ROCHE HOLDING LTD ADR 54,608 46,076
S&P GLOBAL INC COM 136,696 173,314
SALESFORCE.COM 95,264 191,905
SEI INVESTMENTS 34,800 71,510
SELECT SECTOR SPDR-HEALTH CARE 539,687 914,596
SHOPIFY INC 62,623 146,204
SMURFIT 77,930 77,774
STARBUCKS CORP COM 173,102 183,139
TAIWAN SEMICONDUCTOR MFG CO LT 160,522 224,941
TESLA MOTORS INC 243,335 563,357
TEXAS INSTRUMENTS INC 39,382 77,629
THERMO FISHER SCIENTIFIC INC 70,373 69,711
TJX COMPANIES INC 104,025 184,718
TRANE TECHNOLOGIES PLC 28,796 168,054
UNION PACIFIC 64,976 121,545
UNITEDHEALTH GROUP INC 84,759 244,330
VANGUARD GROWTH ETF 1,116,591 2,130,256
VANGUARD HIGH DIV YIELD 2,658,754 4,573,836
VANGUARD MID-CAP ETF 691,742 876,175
VANGUARD S&P 500 ETF 1,673,774 3,277,818
VANGUARD SM-CAP ETF 693,261 893,438
VERTEX PHARMCTLS INC 78,574 139,334
VISA INC 89,180 301,186
WAL-MART STORES INC 118,314 222,984
WALT DISNEY HOLDINGS CO 151,123 163,907
WEC ENERGY GROUP, INC 140,873 160,526
WORKDAY INC 27,333 51,348
YUM BRANDS INC 19,946 52,188
YUM CHINA HOLDINGS INC 15,464 23,892
ZOETIS INC 186,922 166,677

TY 2024 InvestmentsGovtObligationsSch
Name:
The Herbert & Nell Singer Foundation Inc
EIN:
13-3151548
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


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


31,319


TY 2024 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 2024 LegalFeesSchedule
Name:
The Herbert & Nell Singer Foundation Inc
EIN:
13-3151548
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Document Review/Drafting 9,102     9,102
General Consultations 16,550 1,650   14,900


TY 2024 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 112,198     112,198
Bank Charges 667 667    
Equipment/Furniture Purchase 456     456
Foundation Dues & Memberships 830     830
Indemnification Insurance 2,250     2,250
Insurance Premiums 1,135     1,135
Office Supplies 248     248
Postage/Delivery Service 134     134
State or Local Filing Fees 1,525     1,525
Website Hosting/Support 166     166


TY 2024 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 6,498 6,498  
Income from Mineral Rights 133 133  


TY 2024 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 397,082 397,082    
Philanthropic Consulting Srvcs 7,045     7,045


TY 2024 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 2024 135,600      
Foreign Tax Paid 2,011 2,011