2026-05-08T23:26:35-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 133151548 The Herbert & Nell Singer Foundation Inc % Foundation Source HERB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jay Sandak President 8008391754 2026-05-04 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 68862810 X 0 X 145465 145465 1664040 1664040 2810607 14041175 2810607 1252 1003 4621364 4621115 145000 145000 14609 14609 14560 14560 19549 0 0 19549 342682 342682 74908 2572 877 877 120028 578 119450 732213 345832 0 314045 14157316 14157316 14889529 345832 0 14471361 -10268165 4275283 0 11614025 5017084 5017084 4689 4689 4689 40613 40613 32488 21720989 19879164 37940840 27527358 25693270 25867177 609 609 532 60903594 50635429 68862810 0 0 X 60903594 50635429 60903594 50635429 60903594 50635429 60903594 -10268165 50635429 50635429 Publicly-traded Securities 14041175 11230568 2810607 2810607 2810607 59426 59426 59426 55000 0 55000 X 0 4426 0 false false false false false 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 1.0 7500 0 0 Jay H Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 20.0 137500 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 The Erdmann Group 2 Pickwick Plaza 3rd Fl GREENWICH CT 06830 Investment Mgmt 342682 Foundation Source 55 Walls Drive Ste 302 Fairfield CT 06824 Administrative 114203 63040262 3479576 532 66520370 0 66520370 997806 65522564 3276128 3276128 59426 59426 3216702 3216702 3216702 14471361 0 0 0 0 14471361 3216702 2023 2022 2021 1558348 1558348 14471361 3216702 11254659 12813007 0 12813007 1558348 11254659 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-Israel 100000 AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General Unrestricted Support for AmeriCares Free Clinics 25000 AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC AmeriCares Free Clinic - Staff National Conference fund 4000 BEACON VOLUNTEER AMBULANCE CORP PO BOX 54 BEACON NY 12508 N/A PC General & Unrestricted 35000 BUILDING ONE COMMUNITY CORP 417 SHIPPAN AVE STAMFORD CT 06902 N/A PC for the purchase of Building One Community's building 1000000 BUILDING ONE COMMUNITY CORP 417 SHIPPAN AVE STAMFORD CT 06902 N/A PC B1C's Immigration Legal Services (ILS) fund 100000 BUILDING ONE COMMUNITY CORP 417 SHIPPAN AVE STAMFORD CT 06902 N/A PC Legal Services fund 10000 CATHOLIC ACADEMY OF BRIDGEPORT INC 63 PEQUONNOCK ST BRIDGEPORT CT 06604 N/A PC General & Unrestricted 10000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 100 BEARD SAWMILL RD FL 6 SHELTON CT 06484 N/A PC Merton Family Center 50000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 100 BEARD SAWMILL RD FL 6 SHELTON CT 06484 N/A PC The Thomas Merton Center 150000 CENTER FOR NEW AMERICAN SECURITY INC 1701 PENNSYLVANIA AVE NW STE 700 WASHINGTON DC 20006 N/A PC General & Unrestricted 10000 CENTRAL PARK CONSERVANCY INC 717 FIFTH AVE NEW YORK NY 10022 N/A PC Improvement to Nell Singer Lilac Walk fund 350000 CHANGE SUMMER INC 119 W 72ND ST NEW YORK NY 10023 N/A PC General & Unrestricted 20000 CLICC INC 470 JAMES ST STE 007 NEW HAVEN CT 06513 N/A PC General & Unrestricted 107500 CONNECTICUT BAR FOUNDATION INC 100 PEARL ST 11TH FL HARTFORD CT 06103 N/A PC Singer Public Service Fellowship fund 155816 DENVER BOTANIC GARDEN INC 909 YORK ST DENVER CO 80206 N/A PC General & Unrestricted 5000 DOMUS KIDS INC 83 LOCKWOOD AVE STAMFORD CT 06902 N/A PC Domus' Juvenile Review Board (JRB) Program 100000 ECSU FOUNDATION INC PO BOX 431 WILLIMANTIC CT 06226 N/A PC Presidential Strategic Initiatives Fund 7500 EMPOWER SPINAL CORD INJURY INCORPORATED 501 LEXINGTON ST UNIT 50 WALTHAM MA 02452 N/A PC General & Unrestricted 10000 FOOD BANK OF LOWER FAIRFIELD COUNTY INC 461 GLENBROOK RD STAMFORD CT 06906 N/A PC General & Unrestricted 50000 FOOD RESCUE US INC 1127 HIGH RIDGE RD STE 338 STAMFORD CT 06905 N/A PC General & Unrestricted 10000 FUTURE 5 INC 4 LANDMARK SQ STAMFORD CT 06901 N/A PC General & Unrestricted 5000 HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC 40 WALL ST NEW YORK NY 10005 N/A PC General & Unrestricted 5000 HARBOR CAMPS INC 867 BOYLSTON ST BOSTON MA 02116 N/A PC General & Unrestricted 40000 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 JEWISH FAMILY SERVICE OF STAMFORD INC 196 GREYROCK PL STAMFORD CT 06901 N/A PC General & Unrestricted 5000 MERCY UNIVERSITY 555 BROADWAY DOBBS FERRY NY 10522 N/A PC CNR Serviam Endowed Scholarship Fund 25000 NEW COVENANT CENTER 174 RICHMOND HILL AVE STAMFORD CT 06902 N/A PC to provide food for the kitchen and pantry 50000 ONEGOAL PO BOX 541074 ATLANTA GA 30353 N/A PC One Goal Massachusetts fund 25000 PERSON TO PERSON INC 1864 POST RD DARIEN CT 06820 N/A PC to provide food for the food pantry and food trucks 50000 RED CLOUD INDIAN SCHOOL 100 MISSION DR PINE RIDGE SD 57770 N/A PC General & Unrestricted 2500 ROCKEFELLER UNIVERSITY 1230 YORK AVE NEW YORK NY 10065 N/A PC Herbert Singer Award fund for collaborative innovation 1500000 ROCKEFELLER UNIVERSITY 1230 YORK AVE NEW YORK NY 10065 N/A PC To endow, and support in perpetuity, the Herbert Singer award for collaborative innovation fund 10000000 SAINT JOSEPH PARENTING CENTER 90 FAIRFIELD AVE STAMFORD CT 06902 N/A PC General & Unrestricted 2500 SHATTUCK CHILD CARE CENTER INC 633 CENTRE ST JAMAICA PLAIN MA 02130 N/A PC General & Unrestricted 15000 STAMFORD MUSEUM AND NATURE CENTER INCORPORATED 39 SCOFIELDTOWN RD STAMFORD CT 06903 N/A PC General & Unrestricted 5000 THE ELM PROJECT INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 2500 THE FOOD BANK OF WESTERN MASSACHUSETTS INC 25 CAREW ST CHICOPEE MA 01020 N/A PC General & Unrestricted 7500 THE HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 N/A PC General & Unrestricted 5000 THE OPEN DOOR SHELTER INC 4 MERRITT ST NORWALK CT 06854 N/A PC Emergency fund 50000 THE STAMFORD EMERGENCY MEDICAL SERVICES INC 684 LONG RIDGE RD STAMFORD CT 06902 N/A PC General & Unrestricted 5000 UNIVERSITY OF NOTRE DAME OFC OF RESEARCH NOTRE DAME IN 46556 N/A PC Shaffer Public Service Fellowship-Law School fund 30000 YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP 11 CHASE POINT RD MIRROR LAKE NH 03853 N/A PC Leaders Scholarship Fund 7500 14157316 14 145465 14 1664040 18 2810607 CLASS ACTION LAWSUIT PROCEEDS 01 900 STATE TAX REFUND 01 249 INCOME FROM MINERAL RIGHTS 14 103 4621364 4621364 false false false false false false false false false false AIR PRODUCTS - 4.850% - 02/08/ 581598 592697 AMERICAN EXPRESS CO NOTE - 4.9 585761 605256 AMPHENOL CORP - 2.800% - 02/15 578791 566768 ANHEUSER-BUSCH INBEV WLDW INC 520725 518837 ANTHEM INC NOTE - 4.101% - 03/ 200418 203276 AT&T INC - 5.400% - 02/15/2034 579391 591898 AUTOZONE INC - 3.125% - 04/21/ 161245 159551 BARCLAYS PLC - 2.645% - 06/24/ 465925 475346 BHP BILLITON LIMITED - 4.875% 582436 583647 CAMDEN PPTY TR NOTE - 5.850% - 627933 620577 CAPITAL ONE FINL CORP NOTE - 3 203358 211216 CATERPILLAR FINL SVCS - 4.850% 542149 552051 CISCO SYSTEMS INC - 5.100% - 0 543127 554818 CITIGROUP INC NOTE - 6.270% - 590104 598824 COMCAST - 4.250% - 10/15/2030 474136 442488 CONOCOPHILLIPS COMPANYGUARNT G 525789 524224 CSX CORP - 4.250% - 03/15/2029 203603 197592 DEUTSCHE BK AG NY NOTE - 2.552 583910 623560 DISNEY WALT CO - 3.000% - 02/1 562589 563304 DUKE ENERGY CORP - 2.550% - 06 631368 631956 ENTERGY CORP - 2.400% - 06/15/ 230668 210158 ESSEX PORTFOLIO - 4.000% - 03/ 206173 202540 EXELON CORP - 3.400% - 04/15/2 418404 425172 FEDEX CORP - 3.250% - 04/01/20 161788 156636 FISERV INC - 3.200% - 07/01/20 227300 203122 GENERAL MTRS FINL CO INC NOTE 586555 607100 HONDA - 2.967% - 03/10/2023 586829 611416 JP MORGAN CHASE - 2.769% - 10/ 227579 209773 KINDER MORGAN INC - 2.000% - 0 653619 670252 LINCOLN NATL - 3.400% - 01/15/ 320745 279465 LOCKHEED MARTIN CORP NOTE - 5. 429612 439904 LOWES COS INC - 1.700% - 10/15 587140 567139 MARSH &MCLENNAN COS INC - 4.37 435375 436517 META PLATFORMS INC SER B NOTE 544049 557518 METLIFE - 5.300% - 12/15/2034 591588 603171 MONDELEZ INTL INC - 1.875% - 1 307100 300020 NEXTERA ENERGY CAP HOLDINGS IN 191598 196912 NORTHROP GRUMMAN CORP - 3.200% 205738 210518 NUCOR CORP NOTE - 3.950% - 05/ 208472 200182 ORACLE CORP NOTE - 3.250% - 11 189590 196632 PHILIP MORRIS INTL INC - 4.880 560775 555795 PROLOGIS LP - 4.000% - 09/15/2 409567 424954 QUALCOMM INC NOTE - 4.650% - 0 537636 552277 REALTY INCOME CORP NOTE - 3.00 542139 568921 REPUBLIC SERVICES INC - 2.900% 131604 133358 SOUTHERN CO - 3.250% - 07/01/2 99566 100654 SOUTHWESTERN ELEC PWR - 4.100% 204927 199932 T MOBILE USA INC - 4.850% - 01 190685 195217 THERMO FISHER SC - 4.950% - 11 550052 566041 TOTAL CAPITAL NOTE CALL MAKE W 474163 457047 TOYOTA MOTOR CREDIT CORP - 2.1 462160 459731 TRUST FINL CORP - 6.047% - 06/ 588512 585705 UNITED PARCEL SERVICE - 4.875% 582306 597371 UNITEDHEALTH GROUP INC - 2.000 474405 463741 VERIZON COMMUNICATIONS INC - 2 617204 622812 VIRGINIA ELEC & PWR - 3.750% - 539661 556984 WAL-MART INC - 4.900% - 04/28/ 547162 566423 WASTE MANAGEMENT INC DEL - 4.9 544019 560619 WELLS FARGO BANK - 6.491% - 10 582449 597562 ABBOTT LABS 163628 196580 ABBVIE INC 85487 237630 ACCENTURE PLC 73701 178688 ALIBABA GROUP HOLDING LTD 22123 19788 ALPHABET INC CL A 38573 317069 ALPHABET INC CL C 31506 278341 AMAZON COM 104609 392856 AMERICAN EXPRESS CO 91895 273763 AMERICAN TOWER REIT INC 149661 146250 AMPHENOL CORPORATION 145143 314606 APPLE INC 178491 594830 ARES MANAGEMENT CORPORATION 189982 171005 AUTODESK, INC 28864 163102 BLOCK INC 48321 45823 BOEING CO 259440 313304 BROADCOM INC 66027 470004 CHEVRON CORP 129574 160488 COMCAST CORP 144336 109607 DANAHER CORP 156729 184052 DEERE CO 39480 63318 EATON CORP PLC 84985 173906 ELEVANCE HEALTH INC 145886 146179 EXPEDITORS INTL WASH INC 26950 85830 EXXON MOBIL CORP 171568 184602 FACTSET RESH SYST INC 23608 42658 FIRST EAGLE SOGEN OVERSEAS FUN 1447222 1913764 HONEYWELL INTL 145786 193529 ILLUMINA INC COM 84570 55743 INTUITIVE SURGICAL 28726 92317 INVESCO BUYBACK ACHIEVERS ETF 354544 1011321 INVESCO S&P 500 LOW VOLATILITY 1171520 2172397 ISHARES GOLD TR 1292355 3302564 JP MORGAN CHASE 132485 356375 LINDE PLC COM 65964 163734 LOWES COMPANIES INC 56099 161095 MARSH AND MCLENNAN COMPANIES I 59855 151570 MASTERCARD INC 177201 270597 MCDONALD'S CORP 180561 206606 META PLATFORMS INC 229518 644908 MICROSOFT CORP 356527 999643 MONDELEZ INTERNATIONAL INC 74511 91995 MONSTER BEVERAGE CORP 63748 194282 MOTOROLA SOLUTIONS INC 82736 211593 NASDAQ OMX GROUP 144636 143558 NETFLIX INC 71821 355350 NEXTERA ENERGY, INC 182126 232651 NIKE INC-CL B 58137 50203 NORTHROP GRUMMAN CORP 141244 150535 NOVARTIS AG ADR 48633 78862 NOVO NORDISK A S 77016 88582 NVIDIA CORP 17917 768380 OAKMARK INTERNATIONAL FUND 1337226 1727710 ORACLE CORP 72753 313610 PAYPAL HOLDINGS, INC 63795 38764 PEPSICO INC 74475 100320 PHILIP MORRIS INTL 110439 210284 PROLOGIS 168649 201320 QUALCOMM INC 22857 68933 REGENERON PHARMACEUTICALS INC 87004 146655 ROCHE HOLDING LTD ADR 51398 64050 S&P GLOBAL INC COM 129283 171932 SALESFORCE.COM 92272 146760 SEI INVESTMENTS 33580 68487 SHOPIFY INC 59100 213285 SMURFIT 176274 127224 STARBUCKS CORP COM 186223 181809 TAIWAN SEMICONDUCTOR MFG CO LT 151037 327593 TESLA MOTORS INC 224660 569346 THERMO FISHER SCIENTIFIC INC 78241 86918 TJX COMPANIES INC 98847 222888 TRANE TECHNOLOGIES PLC 27278 168134 UNION PACIFIC 80503 133472 VANGUARD GROWTH ETF 976283 2201014 VANGUARD HIGH DIV YIELD 2421513 4354483 VANGUARD MID-CAP ETF 706497 978042 VANGUARD S&P 500 ETF 1579101 3481791 VANGUARD SM-CAP ETF 706118 972812 VERTEX PHARMCTLS INC 102390 181797 VISA INC 85981 318795 WAL-MART STORES INC 114382 265936 WALT DISNEY HOLDINGS CO 147460 164625 WEC ENERGY GROUP, INC 135151 169158 WORKDAY INC 27333 42741 YUM BRANDS INC 19177 56579 YUM CHINA HOLDINGS INC 11854 17234 ZOETIS INC 174005 119906 40613 32488 MINERAL RIGHTS - SOUTH HARRIS 609 532 Document Review/Drafting 18336 18336 General Consultations 1213 1213 Administrative Fees 114203 114203 Bank Charges 578 578 Indemnification Insurance 2250 2250 Insurance Premiums 1192 1192 Office Supplies 178 178 Payroll Processing Fees 63 63 Postage/Delivery Service 14 14 State or Local Filing Fees 1550 1550 Class Action Lawsuit Proceeds 900 900 Income from Mineral Rights 103 103 State Tax Refund 249 Investment Management Services 342682 342682 990-PF Estimated Tax for 2025 55000 990-PF Excise Tax for 2024 17336 Foreign Tax Paid 2572 2572