2020-11-12T16:24:08-06:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 133151548 The Herbert & Nell Singer Foundation Inc % Foundation Source HERB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JAY H SANDAK president 8008391754 2020-11-04 true Jeffrey D Haskell P01345770 8008391754 67.82.234.252 06391520203175000050 2020-11-12 P B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 E515D0965B869FF508796E5476410F6D857E7743 2019 2021-04-22 16:20:28Z X 74391711 X 0 X 54994 54994 1474851 1474851 952289 19292050 952289 1392 1392 2483526 2483526 75000 75000 5738 5738 384059 379300 4759 42536 2586 3101 29 3073 110097 384 109713 620531 382299 198283 3206852 3206852 3827383 382299 3405135 -1343857 2101227 2673421 3919848 3919848 3294 6414 3294 3294 5969292 6214265 6365286 41290161 35370323 48805814 11607595 14695296 15296969 1 1 500 61546884 60203027 74391711 0 0 X 61546884 60203027 61546884 60203027 61546884 60203027 61546884 -1343857 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0 Thomas Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Merrill Lynch 153 East 53rd street 47th floor NEW YORK NY 10022 Investment Mgmt 379300 Foundation Source 55 Walls Drive 3rd floor Fairfield CT 06824 Administrative 102616 68035934 4269530 500 72305964 0 72305964 1084589 71221375 3561069 3561069 42025 42025 3519044 3519044 3519044 3405135 0 0 0 0 3405135 3405135 3519044 3326269 2017 2016 2015 3405135 3326269 78866 0 0 3440178 0 0 NONE X ALL OUR KIN INC PO BOX 8477 NEW HAVEN CT 06530 N/A PC General & Unrestricted 50000 ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE CHICAGO IL 60601 N/A PC General & Unrestricted 5000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 5000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST STE 400 NEW YORK NY 10017 N/A PC Charitable Event 75000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST STE 400 NEW YORK NY 10017 N/A PC JDC/Ashalem Israeli Community Court Pilot Program 150000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST STE 400 NEW YORK NY 10017 N/A PC Taub Center for Social Policy in Jerusalem, Israel 100000 BUILDING ONE COMMUNITY CORP 75 SELLECK ST STAMFORD CT 06902 N/A PC General & Unrestricted 2500 BUILDON INC 1111 SUMMER ST STE 602A STAMFORD CT 06905 N/A PC buildon program at Central High School, Bridgeport, Connecticut 170000 CAMP HARBOR VIEW FOUNDATION INC 200 CLARENDON ST 60TH FL BOSTON MA 02116 N/A PC General & Unrestricted 10000 CENTER FOR CHILDRENS ADVOCACY INC 65 ELIZABETH ST HARTFORD CT 06105 N/A PC CCA's Transformative Youth Justice Project 69646 CENTER FOR CHILDRENS ADVOCACY INC 65 ELIZABETH ST HARTFORD CT 06105 N/A PC Juvenile Re-Entry Initiative 70000 CHANGE SUMMER INC 119 W 72ND ST NEW YORK NY 10023 N/A PC General & Unrestricted 15000 CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL RD STAMFORD CT 06902 N/A PC General & Unrestricted 136000 CHORDOMA FOUNDATION 2520 MERIDIAN PKWY STE 480 DURHAM NC 27713 N/A PC General & Unrestricted 70000 COLLEGE OF NEW ROCHELLE 295 MADISON AVE FL 20 NEW YORK NY 10017 N/A PC General & Unrestricted 50000 COMMUNITY BONDS INC 347 GRAND AVE NEW HAVEN CT 06513 N/A PC General & Unrestricted 10000 CONNECTICUT BAR FOUNDATION INC 31 PRATT ST STE 420 HARTFORD CT 06103 N/A PC Charitable Event 568 CONNECTICUT BAR FOUNDATION INC 31 PRATT ST STE 420 HARTFORD CT 06103 N/A PC Singer Public Service Fellowship program 215000 CONNECTICUT FOUNDATION FOR DENTAL OUTREACH INC 835 W QUEEN ST SOUTHINGTON CT 06489 N/A PC CTMOM program 5000 COTA CHILDRENS ORGAN TRANSPLANT ASSOCIATION INC 2501 W COTA DR BLOOMINGTON IN 47403 N/A PC General & Unrestricted 5000 DOMUS KIDS INC 83 LOCKWOOD AVE STAMFORD CT 06902 N/A PC Invictus Re-Entry Program 300000 DOMUS KIDS INC 83 LOCKWOOD AVE STAMFORD CT 06902 N/A PC Stamford Juvenile Review Board program 75000 DUET INC 50 MILK ST 6TH FL BOSTON MA 02109 N/A PC General & Unrestricted 50000 DUWARA CONSCIOUSNESS FOUNDATION 603 SEAGAZE DR UNIT 197 OCEANSIDE CA 92054 N/A PC General & Unrestricted 30000 ECSU FOUNDATION INC 83 WINDHAM ST WILLIMANTIC CT 06226 N/A PC General & Unrestricted 50000 ENVIRONMENTAL LAW ALLIANCE WORLDWIDE 1412 PEARL ST EUGENE OR 97401 N/A PC General & Unrestricted 10000 FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC 40 RICHARDS AVE NORWALK CT 06854 N/A PC Herbert and Nell Singer Foundation Fund 100000 FAMILY CENTERS INC 40 ARCH ST GREENWICH CT 06830 N/A PC Parent Co-Educators for Pre-Schoolers Program 33333 FAMILY CENTERS INC 40 ARCH ST GREENWICH CT 06830 N/A PC Co-Ed 3.0 - Family Engagement program for Stamford families whose children did not have Pre-k experience before entering kindergarten 96820 FERGUSON LIBRARY 96 BROAD ST STAMFORD CT 06901 N/A PC General & Unrestricted 7800 FERGUSON LIBRARY 96 BROAD ST STAMFORD CT 06901 N/A PC Ferguson Library Foundation Fund 5000 FOR GOOD PGH 910 BRADDOCK AVE BRADDOCK PA 15104 N/A PC General & Unrestricted 5000 FUND FOR THE CITY OF NEW YORK INC 121 6TH AVE NEW YORK NY 10013 N/A PC support for the Hartford and New Haven, CT Community meetings to rollout the ESI initiative in the state of connecticut 26514 GHETTO FILM SCHOOL INC 79 ALEXANDER AVE BRONX NY 10454 N/A PC General & Unrestricted 10000 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 N/A PC General & Unrestricted 10000 HOPE FOR HAITI INC 1021 5TH AVE N NAPLES FL 34102 N/A PC Morency, Haiti Sustainability Project 250000 INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC General & Unrestricted 2500 INSPIRICA INC 141 FRANKLIN ST STAMFORD CT 06901 N/A PC General & Unrestricted 2500 JACKIE ROBINSON PARK OF FAME INC 62 ELMCROFT RD STAMFORD CT 06902 N/A PC General & Unrestricted 7500 KELLERMANN FOUNDATION PO BOX 832809 RICHARDSON TX 75083 N/A PC General & Unrestricted 10000 MIGHTY QUINN FOUNDATION INC 320 SHORE RD STRATFORD CT 06615 N/A PC Tuition Assistance Scholarship Fund 10000 ONEGOAL 180 N WABASH AVE STE 800 CHICAGO IL 60601 N/A PC Massachusetts Division 50000 PREP FOR PREP 328 W 71ST ST NEW YORK NY 10023 N/A PC General & Unrestricted 50000 PRISON OF PEACE 22287 MULHOLLAND HWY 224 CALABASAS CA 91302 N/A PC Connecticut three year Prison of Peace Pilot Program 75000 REACH PREP INC ONE DOCK ST STE 100 STAMFORD CT 06902 N/A PC General & Unrestricted 50000 RED CLOUD INDIAN SCHOOL 100 MISSION DR PINE RIDGE SD 57770 N/A PC General & Unrestricted 2500 REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC 2470 FAIRFIELD AVE BRIDGEPORT CT 06605 N/A PC the Bridgeport Juvenile Review Board Fund 75000 SPRINGBOARD COLLABORATIVE TWO PENN CTR STE 1160 1500 JFK BLVD PHILADELPHIA PA 19102 N/A PC Norwalk Connecticut Summer program 20000 SPRINGBOARD COLLABORATIVE TWO PENN CTR STE 1160 1500 JFK BLVD PHILADELPHIA PA 19102 N/A PC Norwalk CT 2019 Springboard Program 100000 SPRINGBOARD COLLABORATIVE TWO PENN CTR STE 1160 1500 JFK BLVD PHILADELPHIA PA 19102 N/A PC Stamford CT 2019 Springboard program 60000 ST ANN SCHOOL 2211 W 18TH PL CHICAGO IL 60608 N/A PC General & Unrestricted 10000 STAMFORD PUBLIC EDUCATION FOUNDATION INC 177 BROAD ST 3RD FL STAMFORD CT 06901 N/A PC Summer Start Program for rising Kindergartners without pre-k experience 50000 THE ELM PROJECT INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 50000 THE OMPRAKASH FOUNDATION 2311 N 45TH ST SEATTLE WA 98103 N/A PC Anseye Pou Ayiti Program 15000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 435 W 116TH ST BOX A-2 NEW YORK NY 10027 N/A PC Herbert and Nell Singer Social Justice Fellowship Fund 75000 UASPIRE INC 31 MILK ST BOSTON MA 02109 N/A PC General & Unrestricted 50000 UNITED WAY OF WESTERN CONNECTICUT INC 301 MAIN ST STE 2-5 DANBURY CT 06810 N/A PC Cradle to Career Stamford Summer Literacy Initiative 128671 UNIVERSITY OF CALIFORNIA SAN FRANCISCO - UC REGE PO BOX 45339 SAN FRANCISCO CA 94145 N/A PC Global Cancer Program 10000 UNIVERSITY OF MASSACHUSETTS FOUNDATION INC ONE BEACON ST 31ST FL BOSTON MA 02108 N/A PC Camp Shriver Fund 10000 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC Peter A.R. Lardy Scholarship Award Fund 2500 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC Notre Dame Law School Thomas Shaffer Fellowship Fund 2500 YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP PO BOX 1546 WOLFEBORO NH 03894 N/A PC Belknap Leaders Scholarship Fund 15000 3206852 14 54994 14 1474851 18 952289 CLASS ACTION LAWSUIT PROCEEDS 01 1392 2483526 2483526 false false false false false false false false false false ACE INA HOLDINGS - 3.150% - 03 161291 163130 AERCAP IRELAND - 3.500% - 05/2 204533 211770 AIR LEASE CORP - 2.750% - 01/1 132538 135777 ALTRIA GROUP INC GTD NT - 4.75 161042 147949 AMERICAN EXPRESS CR CORP BOND 106817 107492 AMERICAN HONDA FINANCE - 3.625 203544 209096 ANHEUSER BUSCH - 4.750% - 01/2 205616 226038 ANHEUSER BUSCH COS INC - 4.900 107156 127572 ANTHEM INC NOTE - 4.101% - 03/ 200418 220580 APPLE INC - 3.000% - 02/09/202 211077 218098 AT&T - 4.250% - 03/01/2027 214502 230187 AT&T INC - 4.125% - 02/17/2026 159290 163675 AUTOZONE INC - 3.125% - 04/21/ 161245 165064 BECTON DICKINSON - 3.363% - 06 216319 216640 BERKSHIRE HATHAWAY INC - 0.000 265979 269018 BP GROUP PLC - 3.279% - 09/19/ 105598 111544 CAPITAL ONE FINL CORP NOTE - 3 203358 227989 CATERPILLAR FINL SVCS - 2.100% 207199 208006 CISCO SYS INC NOTE - 1.850% - 204137 208201 CITIGROUP INC - 4.125% - 07/25 203784 225893 CITIGROUP INC BND - 3.300% - 0 210710 222655 COMCAST CORP NOTE - 3.550% - 0 202880 226019 CONOCO INC NT - 6.950% - 04/14 205351 218949 CSX CORP - 4.250% - 03/15/2029 203603 220794 CVS CAREMARK CORP - 2.750% - 1 159672 160566 CVS CAREMARK CORP NOTE - 4.300 207380 227228 CVS HEALTH CORP BOND - 2.800% 133125 133379 DISNEY WALT CO - 2.350% - 12/0 106573 108596 DISNEY WALT CO - 3.000% - 02/1 218037 217990 DOWDUPONT - 4.205% - 11/15/202 409853 419419 DUKE ENERGY CORP - 3.750% - 04 160164 158988 ECOLAB INC GLBL NT - 3.250% - 199431 216714 ENERGY TRANSFER OPERATING - 4. 203473 215877 ENTERPRISE PROD - 3.750% - 02/ 104992 110840 ENTERPRISE PRODUCTS BD - 5.200 107283 105140 EOG RESOURCES INC - 2.625% - 0 161548 167054 ESSEX PORTFOLIO - 4.000% - 03/ 206173 221685 EXELON CORP - 3.400% - 04/15/2 159902 165086 FEDEX CORP - 3.250% - 04/01/20 161788 163412 FIFTH THIRD BAN CORP - 4.300% 204155 211773 GENERAL MTRS FINL COINC NOTE - 160634 166102 GOLDMAN SACHS GROUP INC NOTE - 217571 224406 HOME DEPOT INC - 2.000% - 04/0 107639 107259 INTEL CORP NOTE - 3.300% - 10/ 160035 154154 INTERNATIONAL BUSINESS MACHINE 131537 132995 JOHN DEERE CAP CORP - 2.050% - 160033 158025 JPMORGAN CHASE & CO - 3.875% - 212772 220334 LOCKHEED MARTIN CORP - 2.900% 161350 164336 LOCKHEED MARTIN CORP NOTE - 2. 105813 106595 LYONDELLBASELL INDUSTRIES NV - 160294 170873 MARRIOTT INTERNATIONAL INC. CL 130846 141218 MARSH & MCLENNAN COS - 3.875% 208456 219152 MARSH &MCLENNAN COS INC - 4.37 203725 223467 MCDONALDS - 2.750% - 12/09/202 203937 205395 METLIFE - 3.600% - 04/10/2024 202445 209826 MICROSOFT CORP - 3.750% - 02/1 158334 181958 MORGAN STANLEY FR - 3.700% - 1 211684 220958 NATIONAL OILWELL VARCO - 2.600 69309 71682 NBCUNIVERSAL MEDIA LLC - 4.375 160128 148533 NORTHROP GRUMMAN CORP - 3.200% 205738 220643 NUCOR CORP NOTE - 3.950% - 05/ 208472 217134 ORACLE CORP - 2.950% - 05/15/2 103836 111392 ORACLE CORP - 3.400% - 07/08/2 159327 158242 PRUDENTIAL FINL INC MTN - 5.37 204707 202136 REALTY INCOME CORP NOTE - 3.00 159729 174950 REPUBLIC SERVICES INC - 2.900% 131604 137291 REYNOLDS AMERICAN - 4.450% - 0 158312 155072 SCHWAB CHARLES CORP - 2.650% - 131520 137645 SHELL - 4.000% - 05/10/2046 114503 110542 SHIRE ACQUISITIONS INVESTMENTS 106491 107609 SIMON PPTY GROUP LP - 3.375% - 208955 211701 SOUTHERN CO - 3.250% - 07/01/2 108493 114608 SOUTHERN CO NOTE - 2.350% - 07 216989 217093 SOUTHWESTERN ELEC PWR - 4.100% 130069 144457 STARBUCKS CORP - 3.800% - 08/1 205701 216598 SYSCO CORP - 3.750% - 10/01/20 200087 215150 TORONTO DOMINION BANK - 3.250% 209691 213456 TOYOTA MTR CRED SER B - 3.300% 159211 153260 UNITED PARCEL SERVICE - 2.450% 160372 159517 VERIZON - 3.875% - 02/08/2029 205659 223931 VERIZON COMMUNICATIONS - 3.376 206201 223514 VISA INC - 4.300% - 12/14/2045 100347 120472 WAL-MART STORES INC - 3.700% - 205711 223483 WASTE MANAGEMENT INC - 3.150% 205493 213922 ACCENTURE PLC 164273 324067 ALCON INC 5410 6788 ALIBABA GROUP HOLDING LTD 119493 365236 ALLERGAN PLC 181460 207993 ALPHABET INC CL A 89349 180818 ALPHABET INC CL C 95902 180498 AMAZON COM 77661 373264 AMERICAN EXPRESS CO 217191 219974 AMGEN INC 70915 115473 ANTHEM INC 233902 247061 APPLE INC 115859 336229 AT&T, INC 281348 312132 AUTODESK, INC 74716 272805 AUTOMATIC DATA PROCESSING INC 30716 60698 BECTON DICKINSON & CO 190651 266531 CERNER CORPORATION 95225 128212 CHEVRON CORP 209340 253915 CHUBB LIMITED 159100 200490 CISCO SYSTEMS INC 310946 453702 CME GROUP, INC 234185 275589 COLGATE-PALMOLIVE COMPANY 269773 267719 COMCAST CORP 244616 288483 DEERE CO 75738 154894 EXPEDITORS INTL WASH INC 97225 162126 FACEBOOK INC 188761 360214 FACTSET RESH SYST INC 58632 104905 FIDELITY ADVISOR NEW INSIGHTS 2318896 2975340 FIDELITY NATIONAL INFORMATION 158343 336459 FIRST EAGLE GLOBAL FUND CLASS 3070234 3939893 FIRST EAGLE SOGEN OVERSEAS FUN 1602882 1760973 GROUPE DANONE ADS 116247 140280 HONEYWELL INTL 118547 203727 INGERSOLL-RAND PLC 133288 251219 INT'L FLAVORS & FRAGRANCES INC 163378 149663 INVESCO BUYBACK ACHIEVERS ETF 815206 1401824 INVESCO OPPENHEIMER DEVELOPING 1169734 1565623 INVESCO S&P 500 LOW VOLATILITY 1256987 2337530 ISHARES GOLD TRUST 1348441 1585938 JOHNSON & JOHNSON 302922 368030 JP MORGAN CHASE 196185 396732 LINDE PLC COM 191497 245261 LOCKHEED MARTIN CORP 205399 302159 LOWES COMPANIES INC 204304 326825 MARSH AND MCLENNAN COMPANIES I 117688 212013 MEDTRONIC PLC 195245 268536 MERCK & CO INC 40934 73851 MFS UTILITIES FUND CLASS I 1163281 1368664 MICROSOFT CORP 221390 744659 MONDELEZ INTERNATIONAL INC 171285 220926 MONSTER BEVERAGE CORP 142244 206474 NEUBERGER BERMAN INTR VAL - IS 1343417 1684269 NEXTERA ENERGY, INC 135556 282843 NOVARTIS AG ADR 106293 136354 NOVO NORDISK A S 140452 169531 NVIDIA CORP 104220 165651 OAKMARK INTERNATIONAL ADVISOR 1362574 1392806 ORACLE CORP 199515 266807 PACKAGING CORP AMER 132837 197998 PEPSICO INC 186939 251883 PHILIP MORRIS INTL 267707 250250 PHILLIPS 66 203150 272063 PNC FINANCIAL GROUP INC 198578 263230 PRIMEENERGY CORP 6188 226890 PROCTER GAMBLE CO 109349 166117 PRUDENTIAL SHORT-TERM CORPOROR 1524565 1527744 QUALCOMM INC 104952 181666 REALTY INCOME CORP 107224 138130 REGENERON PHARMACEUTICALS INC 177010 177602 ROCHE HOLDING LTD ADR 131581 147352 SCHLUMBERGER LTD 167221 102309 SEI INVESTMENTS 81254 139996 SELECT SECTOR SPDR-HEALTH CARE 643181 898839 STARBUCKS CORP COM 89801 136012 TETON WESTWOOD MIGHTY MITES CL 1183678 1517389 TEXAS INSTRUMENTS INC 204311 261712 THE COCA-COLA CO 120887 152323 UNION PACIFIC 151291 259614 UNITEDHEALTH GROUP INC 168936 353952 USD CYRUSONE INC 186405 208853 VANGUARD FTSE ALL-WORLD EX-US 1168898 1387600 VANGUARD HIGH DIV YIELD 2738447 4295446 VANGUARD S&P 500 ETF 1144624 1509204 VANGUARD SF REIT ETF 876676 1026452 VARIAN MEDICAL SYSTEMS INC 29837 61206 VISA INC 139989 417326 WALT DISNEY HOLDINGS CO 165050 239941 WEC ENERGY GROUP, INC 159257 255477 YUM BRANDS INC 51173 100529 YUM CHINA HOLDINGS INC 40356 80033 6214265 6365286 MINERAL RIGHTS - TX - S HARRIS 1 500 Administrative Fees 102616 102616 Bank Charges 384 384 Computers/Electronic Devices 2502 2502 Foundation Dues & Memberships 750 750 Indemnification Insurance 2250 2250 Postage/Delivery Service 45 45 State or Local Filing Fees 1550 1550 Class Action Lawsuit Proceeds 1392 1392 Investment Management Services 379300 379300 Philanthropic Consulting Srvcs 4759 4759 990-PF Estimated Tax for 2019 20400 990-PF Extension for 2018 19550 Foreign Tax Paid 2586 2586