Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

13-3151548
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$68,862,810J 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 .................
3 Interest on savings and temporary cash investments 145,465 145,465  
4 Dividends and interest from securities... 1,664,040 1,664,040  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,810,607
b Gross sales price for all assets on line 6a 14,041,175
7 Capital gain net income (from Part IV, line 2)... 2,810,607
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
1,252 1,003  
12 Total. Add lines 1 through 11........ 4,621,364 4,621,115  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 145,000     145,000
14 Other employee salaries and wages...... 14,609     14,609
15 Pension plans, employee benefits....... 14,560     14,560
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
19,549 0 0 19,549
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
342,682 342,682    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
74,908 2,572    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 877     877
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
120,028 578   119,450
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 732,213 345,832 0 314,045
25 Contributions, gifts, grants paid....... 14,157,316 14,157,316
26 Total expenses and disbursements. Add lines 24 and 25 ................ 14,889,529 345,832 0 14,471,361
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,268,165
b Net investment income (if negative, enter -0-) 4,275,283
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 11,614,025 5,017,084 5,017,084
3 Accounts receivable 4,689
Less: allowance for doubtful accounts     4,689 4,689
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 40,613 Click to see attachment
List of Attached Documents:
// Content
40,613 		32,488
b Investments—corporate stock (attach schedule)....... 21,720,989 Click to see attachment
List of Attached Documents:
// Content
19,879,164 		37,940,840
c Investments—corporate bonds (attach schedule)....... 27,527,358 Click to see attachment
List of Attached Documents:
// Content
25,693,270 		25,867,177
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
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  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 60,903,594 50,635,429 68,862,810
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 60,903,594 50,635,429
29 Total net assets or fund balances (see instructions)..... 60,903,594 50,635,429
30 Total liabilities and net assets/fund balances (see instructions). 60,903,594 50,635,429
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
60,903,594
2
Enter amount from Part I, line 27a .....................
2
-10,268,165
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
50,635,429
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
50,635,429
Form 990-PF (2025)
Form 990-PF (2025)
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 14,041,175   11,230,568 2,810,607
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       2,810,607
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 2,810,607
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 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 59,426
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 59,426
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 59,426
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 55,000
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 55,000
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....... 9 4,426
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
CT, 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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
1.0 		7,500 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
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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 342,682
2 Pickwick Plaza 3rd Fl
GREENWICH,CT06830
Foundation Source Administrative 114,203
55 Walls Drive Ste 302
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
63,040,262
b
Average of monthly cash balances.......................
1b
3,479,576
c
Fair market value of all other assets (see instructions)................
1c
532
d
Total (add lines 1a, 1b, and 1c).......................
1d
66,520,370
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
66,520,370
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
997,806
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
65,522,564
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,276,128
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,276,128
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
59,426
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
59,426
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,216,702
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,216,702
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
3,216,702
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, line 26, column (d) ..........
1a
14,471,361
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
14,471,361
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,216,702
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024...... 1,558,348
f Total of lines 3a through e ........ 1,558,348
4Qualifying distributions for 2025 from Part
XI, line 4: $ 14,471,361
a Applied to 2024, but not more than line 2a  
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 2025 distributable amount..... 3,216,702
e Remaining amount distributed out of corpus 11,254,659
5 Excess distributions carryover applied to 2025.    
(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 12,813,007
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		12,813,007
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 .... 1,558,348
e Excess from 2025 .... 11,254,659
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   Taub Center for Social Policy Studies-Israel 100,000

AMERICARES FOUNDATION INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A   General Unrestricted Support for AmeriCares Free Clinics 25,000

AMERICARES FOUNDATION INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A   AmeriCares Free Clinic - Staff National Conference fund 4,000

BEACON VOLUNTEER AMBULANCE CORP

PO BOX 54
BEACON,NY12508 		N/A   General & Unrestricted 35,000

BUILDING ONE COMMUNITY CORP

417 SHIPPAN AVE
STAMFORD,CT06902 		N/A   for the purchase of Building One Community's building 1,000,000

BUILDING ONE COMMUNITY CORP

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

BUILDING ONE COMMUNITY CORP

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

CATHOLIC ACADEMY OF BRIDGEPORT INC

63 PEQUONNOCK ST
BRIDGEPORT,CT06604 		N/A   General & Unrestricted 10,000

CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC

100 BEARD SAWMILL RD FL 6
SHELTON,CT06484 		N/A   Merton Family Center 50,000

CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC

100 BEARD SAWMILL RD FL 6
SHELTON,CT06484 		N/A   The Thomas Merton Center 150,000

CENTER FOR NEW AMERICAN SECURITY INC

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

CENTRAL PARK CONSERVANCY INC

717 FIFTH AVE
NEW YORK,NY10022 		N/A   Improvement to Nell Singer Lilac Walk fund 350,000

CHANGE SUMMER INC

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

CLICC INC

470 JAMES ST STE 007
NEW HAVEN,CT06513 		N/A   General & Unrestricted 107,500

CONNECTICUT BAR FOUNDATION INC

100 PEARL ST 11TH FL
HARTFORD,CT06103 		N/A   Singer Public Service Fellowship fund 155,816

DENVER BOTANIC GARDEN INC

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

DOMUS KIDS INC

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

ECSU FOUNDATION INC

PO BOX 431
WILLIMANTIC,CT06226 		N/A   Presidential Strategic Initiatives Fund 7,500

EMPOWER SPINAL CORD INJURY INCORPORATED

501 LEXINGTON ST UNIT 50
WALTHAM,MA02452 		N/A   General & Unrestricted 10,000

FOOD BANK OF LOWER FAIRFIELD COUNTY INC

461 GLENBROOK RD
STAMFORD,CT06906 		N/A   General & Unrestricted 50,000

FOOD RESCUE US INC

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

FUTURE 5 INC

4 LANDMARK SQ
STAMFORD,CT06901 		N/A   General & Unrestricted 5,000

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC

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

HARBOR CAMPS INC

867 BOYLSTON ST
BOSTON,MA02116 		N/A   General & Unrestricted 40,000

INSPIRICA INC

141 FRANKLIN ST
STAMFORD,CT06901 		N/A   General & Unrestricted 2,500

JACKIE ROBINSON PARK OF FAME INC

62 ELMCROFT RD
STAMFORD,CT06902 		N/A   General & Unrestricted 7,500

JEWISH FAMILY SERVICE OF STAMFORD INC

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

MERCY UNIVERSITY

555 BROADWAY
DOBBS FERRY,NY10522 		N/A   CNR Serviam Endowed Scholarship Fund 25,000

NEW COVENANT CENTER

174 RICHMOND HILL AVE
STAMFORD,CT06902 		N/A   to provide food for the kitchen and pantry 50,000

ONEGOAL

PO BOX 541074
ATLANTA,GA30353 		N/A   One Goal Massachusetts fund 25,000

PERSON TO PERSON INC

1864 POST RD
DARIEN,CT06820 		N/A   to provide food for the food pantry and food trucks 50,000

RED CLOUD INDIAN SCHOOL

100 MISSION DR
PINE RIDGE,SD57770 		N/A   General & Unrestricted 2,500

ROCKEFELLER UNIVERSITY

1230 YORK AVE
NEW YORK,NY10065 		N/A   Herbert Singer Award fund for collaborative innovation 1,500,000

ROCKEFELLER UNIVERSITY

1230 YORK AVE
NEW YORK,NY10065 		N/A   To endow, and support in perpetuity, the Herbert Singer award for collaborative innovation fund 10,000,000

SAINT JOSEPH PARENTING CENTER

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

SHATTUCK CHILD CARE CENTER INC

633 CENTRE ST
JAMAICA PLAIN,MA02130 		N/A   General & Unrestricted 15,000

STAMFORD MUSEUM AND NATURE CENTER INCORPORATED

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

THE ELM PROJECT INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A   General & Unrestricted 2,500

THE FOOD BANK OF WESTERN MASSACHUSETTS INC

25 CAREW ST
CHICOPEE,MA01020 		N/A   General & Unrestricted 7,500

THE HERREN PROJECT

PO BOX 131
PORTSMOUTH,RI02871 		N/A   General & Unrestricted 5,000

THE OPEN DOOR SHELTER INC

4 MERRITT ST
NORWALK,CT06854 		N/A   Emergency fund 50,000

THE STAMFORD EMERGENCY MEDICAL SERVICES INC

684 LONG RIDGE RD
STAMFORD,CT06902 		N/A   General & Unrestricted 5,000

UNIVERSITY OF NOTRE DAME

OFC OF RESEARCH
NOTRE DAME,IN46556 		N/A   Shaffer Public Service Fellowship-Law School fund 30,000

YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP

11 CHASE POINT RD
MIRROR LAKE,NH03853 		N/A   Leaders Scholarship Fund 7,500
Total ................................. 3a 14,157,316
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 145,465  
4 Dividends and interest from securities ....     14 1,664,040  
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 2,810,607  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 900  
bSTATE TAX REFUND     01 249  
cINCOME FROM MINERAL RIGHTS     14 103  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   4,621,364  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,621,364
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2025 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 2025 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
AIR PRODUCTS - 4.850% - 02/08/ 581,598 592,697
AMERICAN EXPRESS CO NOTE - 4.9 585,761 605,256
AMPHENOL CORP - 2.800% - 02/15 578,791 566,768
ANHEUSER-BUSCH INBEV WLDW INC 520,725 518,837
ANTHEM INC NOTE - 4.101% - 03/ 200,418 203,276
AT&T INC - 5.400% - 02/15/2034 579,391 591,898
AUTOZONE INC - 3.125% - 04/21/ 161,245 159,551
BARCLAYS PLC - 2.645% - 06/24/ 465,925 475,346
BHP BILLITON LIMITED - 4.875% 582,436 583,647
CAMDEN PPTY TR NOTE - 5.850% - 627,933 620,577
CAPITAL ONE FINL CORP NOTE - 3 203,358 211,216
CATERPILLAR FINL SVCS - 4.850% 542,149 552,051
CISCO SYSTEMS INC - 5.100% - 0 543,127 554,818
CITIGROUP INC NOTE - 6.270% - 590,104 598,824
COMCAST - 4.250% - 10/15/2030 474,136 442,488
CONOCOPHILLIPS COMPANYGUARNT G 525,789 524,224
CSX CORP - 4.250% - 03/15/2029 203,603 197,592
DEUTSCHE BK AG NY NOTE - 2.552 583,910 623,560
DISNEY WALT CO - 3.000% - 02/1 562,589 563,304
DUKE ENERGY CORP - 2.550% - 06 631,368 631,956
ENTERGY CORP - 2.400% - 06/15/ 230,668 210,158
ESSEX PORTFOLIO - 4.000% - 03/ 206,173 202,540
EXELON CORP - 3.400% - 04/15/2 418,404 425,172
FEDEX CORP - 3.250% - 04/01/20 161,788 156,636
FISERV INC - 3.200% - 07/01/20 227,300 203,122
GENERAL MTRS FINL CO INC NOTE 586,555 607,100
HONDA - 2.967% - 03/10/2023 586,829 611,416
JP MORGAN CHASE - 2.769% - 10/ 227,579 209,773
KINDER MORGAN INC - 2.000% - 0 653,619 670,252
LINCOLN NATL - 3.400% - 01/15/ 320,745 279,465
LOCKHEED MARTIN CORP NOTE - 5. 429,612 439,904
LOWES COS INC - 1.700% - 10/15 587,140 567,139
MARSH &MCLENNAN COS INC - 4.37 435,375 436,517
META PLATFORMS INC SER B NOTE 544,049 557,518
METLIFE - 5.300% - 12/15/2034 591,588 603,171
MONDELEZ INTL INC - 1.875% - 1 307,100 300,020
NEXTERA ENERGY CAP HOLDINGS IN 191,598 196,912
NORTHROP GRUMMAN CORP - 3.200% 205,738 210,518
NUCOR CORP NOTE - 3.950% - 05/ 208,472 200,182
ORACLE CORP NOTE - 3.250% - 11 189,590 196,632
PHILIP MORRIS INTL INC - 4.880 560,775 555,795
PROLOGIS LP - 4.000% - 09/15/2 409,567 424,954
QUALCOMM INC NOTE - 4.650% - 0 537,636 552,277
REALTY INCOME CORP NOTE - 3.00 542,139 568,921
REPUBLIC SERVICES INC - 2.900% 131,604 133,358
SOUTHERN CO - 3.250% - 07/01/2 99,566 100,654
SOUTHWESTERN ELEC PWR - 4.100% 204,927 199,932
T MOBILE USA INC - 4.850% - 01 190,685 195,217
THERMO FISHER SC - 4.950% - 11 550,052 566,041
TOTAL CAPITAL NOTE CALL MAKE W 474,163 457,047
TOYOTA MOTOR CREDIT CORP - 2.1 462,160 459,731
TRUST FINL CORP - 6.047% - 06/ 588,512 585,705
UNITED PARCEL SERVICE - 4.875% 582,306 597,371
UNITEDHEALTH GROUP INC - 2.000 474,405 463,741
VERIZON COMMUNICATIONS INC - 2 617,204 622,812
VIRGINIA ELEC & PWR - 3.750% - 539,661 556,984
WAL-MART INC - 4.900% - 04/28/ 547,162 566,423
WASTE MANAGEMENT INC DEL - 4.9 544,019 560,619
WELLS FARGO BANK - 6.491% - 10 582,449 597,562

TY 2025 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 163,628 196,580
ABBVIE INC 85,487 237,630
ACCENTURE PLC 73,701 178,688
ALIBABA GROUP HOLDING LTD 22,123 19,788
ALPHABET INC CL A 38,573 317,069
ALPHABET INC CL C 31,506 278,341
AMAZON COM 104,609 392,856
AMERICAN EXPRESS CO 91,895 273,763
AMERICAN TOWER REIT INC 149,661 146,250
AMPHENOL CORPORATION 145,143 314,606
APPLE INC 178,491 594,830
ARES MANAGEMENT CORPORATION 189,982 171,005
AUTODESK, INC 28,864 163,102
BLOCK INC 48,321 45,823
BOEING CO 259,440 313,304
BROADCOM INC 66,027 470,004
CHEVRON CORP 129,574 160,488
COMCAST CORP 144,336 109,607
DANAHER CORP 156,729 184,052
DEERE CO 39,480 63,318
EATON CORP PLC 84,985 173,906
ELEVANCE HEALTH INC 145,886 146,179
EXPEDITORS INTL WASH INC 26,950 85,830
EXXON MOBIL CORP 171,568 184,602
FACTSET RESH SYST INC 23,608 42,658
FIRST EAGLE SOGEN OVERSEAS FUN 1,447,222 1,913,764
HONEYWELL INTL 145,786 193,529
ILLUMINA INC COM 84,570 55,743
INTUITIVE SURGICAL 28,726 92,317
INVESCO BUYBACK ACHIEVERS ETF 354,544 1,011,321
INVESCO S&P 500 LOW VOLATILITY 1,171,520 2,172,397
ISHARES GOLD TR 1,292,355 3,302,564
JP MORGAN CHASE 132,485 356,375
LINDE PLC COM 65,964 163,734
LOWES COMPANIES INC 56,099 161,095
MARSH AND MCLENNAN COMPANIES I 59,855 151,570
MASTERCARD INC 177,201 270,597
MCDONALD'S CORP 180,561 206,606
META PLATFORMS INC 229,518 644,908
MICROSOFT CORP 356,527 999,643
MONDELEZ INTERNATIONAL INC 74,511 91,995
MONSTER BEVERAGE CORP 63,748 194,282
MOTOROLA SOLUTIONS INC 82,736 211,593
NASDAQ OMX GROUP 144,636 143,558
NETFLIX INC 71,821 355,350
NEXTERA ENERGY, INC 182,126 232,651
NIKE INC-CL B 58,137 50,203
NORTHROP GRUMMAN CORP 141,244 150,535
NOVARTIS AG ADR 48,633 78,862
NOVO NORDISK A S 77,016 88,582
NVIDIA CORP 17,917 768,380
OAKMARK INTERNATIONAL FUND 1,337,226 1,727,710
ORACLE CORP 72,753 313,610
PAYPAL HOLDINGS, INC 63,795 38,764
PEPSICO INC 74,475 100,320
PHILIP MORRIS INTL 110,439 210,284
PROLOGIS 168,649 201,320
QUALCOMM INC 22,857 68,933
REGENERON PHARMACEUTICALS INC 87,004 146,655
ROCHE HOLDING LTD ADR 51,398 64,050
S&P GLOBAL INC COM 129,283 171,932
SALESFORCE.COM 92,272 146,760
SEI INVESTMENTS 33,580 68,487
SHOPIFY INC 59,100 213,285
SMURFIT 176,274 127,224
STARBUCKS CORP COM 186,223 181,809
TAIWAN SEMICONDUCTOR MFG CO LT 151,037 327,593
TESLA MOTORS INC 224,660 569,346
THERMO FISHER SCIENTIFIC INC 78,241 86,918
TJX COMPANIES INC 98,847 222,888
TRANE TECHNOLOGIES PLC 27,278 168,134
UNION PACIFIC 80,503 133,472
VANGUARD GROWTH ETF 976,283 2,201,014
VANGUARD HIGH DIV YIELD 2,421,513 4,354,483
VANGUARD MID-CAP ETF 706,497 978,042
VANGUARD S&P 500 ETF 1,579,101 3,481,791
VANGUARD SM-CAP ETF 706,118 972,812
VERTEX PHARMCTLS INC 102,390 181,797
VISA INC 85,981 318,795
WAL-MART STORES INC 114,382 265,936
WALT DISNEY HOLDINGS CO 147,460 164,625
WEC ENERGY GROUP, INC 135,151 169,158
WORKDAY INC 27,333 42,741
YUM BRANDS INC 19,177 56,579
YUM CHINA HOLDINGS INC 11,854 17,234
ZOETIS INC 174,005 119,906

TY 2025 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:


32,488


TY 2025 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 2025 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 18,336     18,336
General Consultations 1,213     1,213


TY 2025 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 114,203     114,203
Bank Charges 578 578    
Indemnification Insurance 2,250     2,250
Insurance Premiums 1,192     1,192
Office Supplies 178     178
Payroll Processing Fees 63     63
Postage/Delivery Service 14     14
State or Local Filing Fees 1,550     1,550


TY 2025 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 900 900  
Income from Mineral Rights 103 103  
State Tax Refund 249    


TY 2025 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 342,682 342,682    


TY 2025 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 2025 55,000      
990-PF Excise Tax for 2024 17,336      
Foreign Tax Paid 2,572 2,572