2025-04-17T06:57:11-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 133151548 The Herbert & Nell Singer Foundation Inc % Foundation Source HERB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jay Sandak President 8008391754 2025-04-02 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 75646430 X 0 X 272788 272788 1610940 1610940 9674854 35632010 9674854 6631 6631 11565213 11565213 318500 318500 41880 41880 27766 27766 25652 1650 0 24002 404127 397082 7045 137611 2011 511 511 862 862 119609 667 118942 1076518 401410 0 539508 7251938 7251938 8328456 401410 0 7791446 3236757 11163803 7557361 11614025 11614025 3450 5955826 40613 31319 29954296 21720989 37050978 14195295 27527358 26949576 609 609 532 57666837 60903594 75646430 0 0 X 57666837 60903594 57666837 60903594 57666837 60903594 57666837 3236757 60903594 60903594 Publicly-traded Securities 35632010 25957156 9674854 9674854 9674854 155177 155177 155177 137841 0 137841 X 0 17336 false false false false true false false true true CT NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Shelley Leibowitz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 David Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 20.0 156000 0 0 Jay H Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 20.0 162500 0 0 Mary E Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Stephen Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Thomas Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 The Erdmann Group 2 Pickwick Plaza 3rd Fl GREENWICH CT 06830 Investment MGMT 397082 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 112198 69481362 6921816 532 76403710 0 76403710 1146056 75257654 3762883 3762883 155177 155177 3607706 3607706 3607706 7791446 0 0 0 0 7791446 3607706 2625392 7791446 2625392 3607706 1558348 1558348 0 1558348 1558348 NONE X AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST STE 400 NEW YORK NY 10017 N/A PC Taub Center for Social Policy Studies in Israel 100000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST STE 400 NEW YORK NY 10017 N/A PC Taub Center 2024 Annual Herbert M. Singer International Policy Conference 90000 AMERICARES FREE CLINIC INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 10000 BEACON VOLUNTEER AMBULANCE CORP PO BOX 54 BEACON NY 12508 N/A PC General & Unrestricted 20000 BOYS & GIRLS CLUB OF STAMFORD INC 347 STILLWATER AVE STAMFORD CT 06902 N/A PC General & Unrestricted 5000 BUILDING ONE COMMUNITY CORP 417 SHIPPAN AVE STAMFORD CT 06902 N/A PC B1C's Immigration Legal Services (ILS) 100000 BUILDING ONE COMMUNITY CORP 417 SHIPPAN AVE STAMFORD CT 06902 N/A PC Immigrant Legal Services 10000 CATHOLIC ACADEMY OF BRIDGEPORT INC 63 PEQUONNOCK ST BRIDGEPORT CT 06604 N/A PC General & Unrestricted 20000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC The Thomas Merton Center 150000 CENTER FOR CHILDRENS ADVOCACY INC 65 ELIZABETH ST HARTFORD CT 06105 N/A PC Youth Justice Project 150000 CENTER FOR NEW AMERICAN SECURITY INC 1701 PENNSYLVANIA AVE NW STE 700 WASHINGTON DC 20006 N/A PC General & Unrestricted 10000 CHANGE SUMMER INC 119 W 72ND ST NEW YORK NY 10023 N/A PC General & Unrestricted 20000 CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL RD STAMFORD CT 06902 N/A PC Harold J Sandak Garden fund 20000 CLICC INC 470 JAMES ST STE 7 NEW HAVEN CT 06513 N/A PC General & Unrestricted 102500 CONNECTICUT BAR FOUNDATION INC 100 PEARL ST 11TH FL HARTFORD CT 06103 N/A PC HNSF/CT Bar Foundation Fellowship Program 170438 DOMUS KIDS INC 83 LOCKWOOD AVE STAMFORD CT 06902 N/A PC Domus' Juvenile Review Board (JRB) Program 100000 DUET INC 50 MILK ST 6TH FL BOSTON MA 02109 N/A PC General & Unrestricted 15000 DUET INC 50 MILK ST 6TH FL BOSTON MA 02109 N/A PC Increasing Capacity for Career Services at Duet 100000 ECSU FOUNDATION INC 83 WINDHAM ST WILLIMANTIC CT 06226 N/A PC STEP/CAP Scholarship fund with enhanced support services 49000 FERGUSON LIBRARY ONE PUBLIC LIBRARY PLZ STAMFORD CT 06904 N/A PC General & Unrestricted 10000 FOOD BANK OF LOWER FAIRFIELD COUNTY INC 461 GLENBROOK RD STAMFORD CT 06906 N/A PC General & Unrestricted 5000 FOOD RESCUE US INC 1127 HIGH RIDGE RD STE 338 STAMFORD CT 06905 N/A PC General & Unrestricted 10000 HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC 40 WALL ST NEW YORK NY 10005 N/A PC General & Unrestricted 5000 HEBREW FREE LOAN SOCIETY INC 38 PARK ST APT 12F FLORHAM PARK NJ 07932 N/A PC The Singer Foundation Highly Confident Fund 150000 HOMEFRONT INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 5000 HOPE FOR HAITI INC 1021 5TH AVE N NAPLES FL 34102 N/A PC Improving Educational Outcomes in Southern Haiti 150000 HOPE FOR HAITI INC 1021 5TH AVE N NAPLES FL 34102 N/A PC General & Unrestricted 10000 INSPIRICA INC 141 FRANKLIN ST STAMFORD CT 06901 N/A PC General & Unrestricted 5000 JACKIE ROBINSON PARK OF FAME INC 62 ELMCROFT RD STAMFORD CT 06902 N/A PC General & Unrestricted 7500 JEWISH COMMUNAL FUND PO BOX 237190 NEW YORK NY 10023 N/A PC To create an endowed fund to be named The Herbert M. Singer president's fund 1000000 JEWISH FAMILY SERVICE OF STAMFORD INC 196 GREYROCK PL STAMFORD CT 06901 N/A PC General & Unrestricted 10000 MALTA HOUSE INC 139A W ROCKS RD NORWALK CT 06851 N/A PC General & Unrestricted 2500 MANNA FOOD BANK 99 BROADPOINTE DR MILLS RIVER NC 28759 N/A PC General & Unrestricted 10000 MOSES-WEITZMAN HEALTH SYSTEM INC 635 MAIN ST MIDDLETOWN CT 06457 N/A SO III FI Heal Our Youth Program 150000 NEW COVENANT CENTER 174 RICHMOND HILL AVE STAMFORD CT 06902 N/A PC General & Unrestricted 2500 ONEGOAL PO BOX 734137 CHICAGO IL 60673 N/A PC OneGoal Massachusetts - State-Level Impact fund 150000 PACIFIC HOUSE INC 137 HENRY ST STE 205 STAMFORD CT 06902 N/A PC General & Unrestricted 5000 PERSON TO PERSON INC 1864 POST RD DARIEN CT 06820 N/A PC General & Unrestricted 5000 PIERS PARK SAILING CENTER INC 95 MARGINAL ST EAST BOSTON MA 02128 N/A PC General & Unrestricted 5000 PRISON OF PEACE 22287 MULHOLLAND HWY 224 CALABASAS CA 91302 N/A PC Connecticut three year Prison of Peace Pilot Program 75000 RED CLOUD INDIAN SCHOOL 100 MISSION DR PINE RIDGE SD 57770 N/A PC General & Unrestricted 5000 ROCKEFELLER UNIVERSITY 1230 YORK AVE NEW YORK NY 10065 N/A PC To add funds to an existing Endowment Fund entitled The Herbert & Nell Singer Postdoctoral Fellowship 1000000 SAINT JOSEPH PARENTING CENTER 90 FAIRFIELD AVE STAMFORD CT 06902 N/A PC General & Unrestricted 2500 STAMFORD MUSEUM AND NATURE CENTER INCORPORATED 39 SCOFIELDTOWN RD STAMFORD CT 06903 N/A PC General & Unrestricted 5000 THE FOOD BANK OF WESTERN MASSACHUSETTS INC 25 CAREW ST CHICOPEE MA 01020 N/A PC General & Unrestricted 25000 THE HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 N/A PC General & Unrestricted 10000 TRUSTEES OF COLUMBIA UNIVERSITY 516 W 168TH ST FL 3 NEW YORK NY 10032 N/A PC To benefit the Law School by establishing the Herbert & Nell Singer Social Justice Fellowship Endowment fund 3000000 TRUSTEES OF COLUMBIA UNIVERSITY 516 W 168TH ST FL 3 NEW YORK NY 10032 N/A PC Herbert and Nell Singer Columbia Social Justice Fellowship Fund 150000 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC Thomas Shaffer Fellowship fund - Law School 10000 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC Law School Thomas Shaffer Fellowship fund 20000 YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP 11 CHASE POINT RD MIRROR LAKE NH 03853 N/A PC Leaders Scholarship Fund 10000 7251938 14 272788 14 1610940 18 9674854 CLASS ACTION LAWSUIT PROCEEDS 01 6498 INCOME FROM MINERAL RIGHTS 14 133 11565213 11565213 false false false false false false false false false false ACE INA HOLDINGS - 3.150% - 03 161291 154488 AIR PRODUCTS - 4.850% - 02/08/ 581598 568623 AMERICAN EXPRESS CO NOTE - 4.9 585761 581556 AMPHENOL CORP - 2.800% - 02/15 221523 197316 ANHEUSER BUSCH - 4.750% - 01/2 441900 431712 ANTHEM INC NOTE - 4.101% - 03/ 200418 198517 AT&T INC - 5.400% - 02/15/2034 579391 572157 AUTOZONE INC - 3.125% - 04/21/ 161245 156762 BARCLAYS PLC - 2.645% - 06/24/ 465925 445735 BHP BILLITON LIMITED - 4.875% 582436 584747 BP GROUP PLC - 3.279% - 09/19/ 595822 590538 CAMDEN PPTY TR NOTE - 5.850% - 627933 624291 CAPITAL ONE FINL CORP NOTE - 3 203358 204592 CATERPILLAR FINL SVCS - 4.850% 189552 189984 CITIGROUP INC NOTE - 6.270% - 590104 576499 COMCAST - 4.250% - 10/15/2030 474136 426159 CSX CORP - 4.250% - 03/15/2029 203603 191878 CVS CAREMARK CORP NOTE - 4.300 191489 185999 DEUTSCHE BK AG NY NOTE - 2.552 583910 603105 DIAGEO CAP PLC - 1.375% - 09/2 627959 644750 DISNEY WALT CO - 3.000% - 02/1 562589 555146 DUKE ENERGY CORP - 2.550% - 06 631369 593166 ECOLAB INC GLBL NT - 3.250% - 199431 197428 EMERSON ELEC CO NOTE CALL MAKE 415618 423433 ENTERGY CORP - 2.400% - 06/15/ 230668 197531 ESSEX PORTFOLIO - 4.000% - 03/ 206173 196119 EXELON CORP - 3.400% - 04/15/2 418404 418961 FEDEX CORP - 3.250% - 04/01/20 161788 154274 FISERV INC - 3.200% - 07/01/20 227300 199530 GENERAL DYNAMICS CORP NOTE - 3 585597 594179 GENERAL MTRS FINL CO INC NOTE 586555 587220 GOLDMAN SACHS GROUP INC - 1.09 587231 607276 HOME DEPOT INC - 2.700% - 04/1 630156 640755 HONDA - 2.967% - 03/10/2023 586829 579305 JP MORGAN CHASE - 2.769% - 10/ 227579 199071 KINDER MORGAN INC - 2.000% - 0 653619 628957 LILLY ELI &CO NOTE - 2.750% - 413328 420596 LINCOLN NATL - 3.400% - 01/15/ 320745 264293 LOCKHEED MARTIN CORP NOTE - 5. 429612 422455 LOWES COS INC - 1.700% - 10/15 233850 195751 MARSH &MCLENNAN COS INC - 4.37 435375 424408 METLIFE - 5.300% - 12/15/2034 591588 578145 MONDELEZ INTL INC - 1.875% - 1 307100 279373 NEXTERA ENERGY CAP HOLDINGS IN 191598 191414 NORTHROP GRUMMAN CORP - 3.200% 205738 205970 NUCOR CORP NOTE - 3.950% - 05/ 208472 194203 ORACLE CORP NOTE - 3.250% - 11 189590 193297 PFIZER INVT - 4.650% - 05/19/2 631561 634254 PROLOGIS LP - 4.000% - 09/15/2 409567 413128 REALTY INCOME CORP NOTE - 3.00 542139 555198 REPUBLIC SERVICES INC - 2.900% 131604 131012 REYNOLDS AMERICAN - 4.450% - 0 643027 638225 S&P GLOBAL INC - 2.450% - 03/0 416890 426284 SOUTHERN CO - 3.250% - 07/01/2 99566 98948 SOUTHWESTERN ELEC PWR - 4.100% 204927 194071 STARBUCKS CORP - 3.800% - 08/1 423403 420859 SYSCO CORP - 3.750% - 10/01/20 200087 198706 T MOBILE USA INC - 4.850% - 01 190685 189895 TD BANK - 0.750% - 09/11/2025 605786 606445 TOTAL CAPITAL NOTE CALL MAKE W 474163 434058 TOYOTA MOTOR CREDIT CORP - 2.1 462160 429175 TRUST FINL CORP - 6.047% - 06/ 588512 590632 UNITED PARCEL SERVICE - 4.875% 582306 573127 UNITEDHEALTH GROUP INC - 2.000 474405 437988 VERIZON COMMUNICATIONS INC - 2 617204 586837 VIRGINIA ELEC & PWR - 3.750% - 539661 546379 WELLS FARGO BANK - 6.491% - 10 582449 572691 ABBOTT LABS 179133 191269 ABBVIE INC 89649 193338 ACCENTURE PLC 77125 245901 ALIBABA GROUP HOLDING LTD 78189 39767 ALPHABET INC CL A 40096 199522 ALPHABET INC CL C 32784 175776 AMAZON COM 105435 385029 AMERICAN EXPRESS CO 112469 269189 AMERICAN TOWER REIT INC 159607 163051 AMPHENOL CORPORATION 155571 173764 APPLE INC 195048 702178 AUTODESK, INC 30120 170248 BLOCK INC 52095 62128 BOEING CO 272616 266739 BROADCOM INC 94844 452552 CHEVRON CORP 132791 157151 COMCAST CORP 154192 147756 DEERE CO 9903 30083 EATON CORP PLC 89952 191821 ELEVANCE HEALTH INC 110662 122844 EXPEDITORS INTL WASH INC 26950 63804 EXXON MOBIL CORP 185126 177706 FACTSET RESH SYST INC 23608 70601 FIRST EAGLE SOGEN OVERSEAS FUN 1466910 1565289 HONEYWELL INTL 104441 153831 ILLUMINA INC COM 84570 56793 INTUITIVE SURGICAL 29759 88211 INVESCO BUYBACK ACHIEVERS ETF 377595 924399 INVESCO S&P 500 LOW VOLATILITY 1167629 2191861 ISHARES GOLD TR 1292355 2014413 JP MORGAN CHASE 148652 322650 LINDE PLC COM 94405 233618 LOWES COMPANIES INC 59790 176709 MARSH AND MCLENNAN COMPANIES I 63187 183947 MASTERCARD INC 186610 263285 MCDONALD'S CORP 190092 209011 META PLATFORMS INC 82998 446159 MICROSOFT CORP 361809 911705 MONDELEZ INTERNATIONAL INC 80004 109485 MONSTER BEVERAGE CORP 65477 137392 MOTOROLA SOLUTIONS INC 85970 265782 NETFLIX INC 76388 355637 NEUBERGER BERMAN INTR VAL - IS 1117624 1749784 NEXTERA ENERGY, INC 166704 199370 NIKE INC-CL B 53565 53726 NORTHROP GRUMMAN CORP 123347 109814 NOVARTIS AG ADR 50940 58289 NOVO NORDISK A S 149547 178147 NVIDIA CORP 18402 570464 OAKMARK INTERNATIONAL FUND 1382426 1393777 ORACLE CORP 76704 285788 PAYPAL HOLDINGS, INC 63795 56672 PEPSICO INC 79194 113589 PHILIP MORRIS INTL 116772 167287 PROLOGIS 179822 177470 QUALCOMM INC 30799 85874 REGENERON PHARMACEUTICALS INC 52013 96165 ROCHE HOLDING LTD ADR 54608 46076 S&P GLOBAL INC COM 136696 173314 SALESFORCE.COM 95264 191905 SEI INVESTMENTS 34800 71510 SELECT SECTOR SPDR-HEALTH CARE 539687 914596 SHOPIFY INC 62623 146204 SMURFIT 77930 77774 STARBUCKS CORP COM 173102 183139 TAIWAN SEMICONDUCTOR MFG CO LT 160522 224941 TESLA MOTORS INC 243335 563357 TEXAS INSTRUMENTS INC 39382 77629 THERMO FISHER SCIENTIFIC INC 70373 69711 TJX COMPANIES INC 104025 184718 TRANE TECHNOLOGIES PLC 28796 168054 UNION PACIFIC 64976 121545 UNITEDHEALTH GROUP INC 84759 244330 VANGUARD GROWTH ETF 1116591 2130256 VANGUARD HIGH DIV YIELD 2658754 4573836 VANGUARD MID-CAP ETF 691742 876175 VANGUARD S&P 500 ETF 1673774 3277818 VANGUARD SM-CAP ETF 693261 893438 VERTEX PHARMCTLS INC 78574 139334 VISA INC 89180 301186 WAL-MART STORES INC 118314 222984 WALT DISNEY HOLDINGS CO 151123 163907 WEC ENERGY GROUP, INC 140873 160526 WORKDAY INC 27333 51348 YUM BRANDS INC 19946 52188 YUM CHINA HOLDINGS INC 15464 23892 ZOETIS INC 186922 166677 40613 31319 MINERAL RIGHTS - SOUTH HARRIS 609 532 Document Review/Drafting 9102 9102 General Consultations 16550 1650 14900 Administrative Fees 112198 112198 Bank Charges 667 667 Equipment/Furniture Purchase 456 456 Foundation Dues & Memberships 830 830 Indemnification Insurance 2250 2250 Insurance Premiums 1135 1135 Office Supplies 248 248 Postage/Delivery Service 134 134 State or Local Filing Fees 1525 1525 Website Hosting/Support 166 166 Class Action Lawsuit Proceeds 6498 6498 Income from Mineral Rights 133 133 Investment Management Services 397082 397082 Philanthropic Consulting Srvcs 7045 7045 990-PF Estimated Tax for 2024 135600 Foreign Tax Paid 2011 2011