2021-09-28T09:13:28-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 133151548 The Herbert & Nell Singer Foundation Inc % Foundation Source HERB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JAY SANDAK PRESIDENT 8008391754 2021-08-30 true JAY SANDAK 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 78281979 X 0 X 19886 19886 1375320 1375320 1729459 15177150 1729459 10252 10252 3134917 3134917 75000 75000 36234 36234 9035 9035 733 0 0 733 414074 389433 24641 51288 3113 341 341 43 43 115629 666 114963 702377 393212 0 260990 3286021 3286021 3988398 393212 0 3547011 -853481 2741705 3919848 5150108 5150108 5271 3294 5271 5271 6214265 5323457 5713263 35370323 33603224 50726663 14695296 15259085 16611174 1 83401 75500 60203027 59424546 78281979 0 0 X 60203027 59424546 60203027 59424546 60203027 59424546 60203027 -853481 75000 59424546 59424546 Publicly-traded Securities 15177150 13447691 1729459 1729459 1729459 38110 38110 38110 26550 0 12250 38800 X 690 690 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 true true false false false false false false false false false false false false false false false false false David Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Jay H Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 20.0 75000 0 0 Mary E Sandak Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, 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 erdmann iannazzo group of Merrill Lynch 2 pickwick plaza 3rd fl GREENWICH CT 06830 Investment mgmt 387753 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 106273 67705243 4380349 75500 72161092 0 72161092 1082416 71078676 3553934 3553934 38110 38110 3515824 3515824 3515824 3547011 0 0 0 0 3547011 0 3547011 3515824 3440178 2018 2017 2016 3547011 3440178 106833 0 0 3408991 0 0 NONE X 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 10000 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 The Taub Center for Social Policy Studies in Israel 100000 AMERICARES FREE CLINIC INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 75000 BOTTOM LINE INC 500 AMORY ST STE 3 BOSTON MA 02130 N/A PC Chicago Bottom Line program 129625 BUILDING ONE COMMUNITY CORP 75 SELLECK ST STAMFORD CT 06902 N/A PC General & Unrestricted 55000 BUILDING ONE COMMUNITY CORP 75 SELLECK ST STAMFORD CT 06902 N/A PC Immigration Legal Service Program 50000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 238 JEWETT AVE BRIDGEPORT CT 06606 N/A PC New Covenant Center in Stamford 100000 CENTER FOR CHILDRENS ADVOCACY INC 65 ELIZABETH ST HARTFORD CT 06105 N/A PC General & Unrestricted 72000 CENTER FOR CHILDRENS ADVOCACY INC 65 ELIZABETH ST HARTFORD CT 06105 N/A PC SIJS Training fund for Fairfield County Attorneys 3000 CHANGE SUMMER INC 119 W 72ND ST NEW YORK NY 10023 N/A PC General & Unrestricted 7500 CHILD GUIDANCE CENTER OF SOUTHERN CT INC 196 GREYROCK PL STAMFORD CT 06901 N/A PC transgender identity pilot program 50000 CHORDOMA FOUNDATION PO BOX 2127 DURHAM NC 27702 N/A PC General & Unrestricted 75000 CLICC INC CARE OF RYAN V LEICHSENRING HARTFORD CT 06103 N/A PC General & Unrestricted 110000 CODMAN ACADEMY FOUNDATION 637 WASHINGTON ST DORCHESTER MA 02124 N/A PC General & Unrestricted 50000 CODMAN SQUARE HEALTH CENTER INC 6 NORFOLK ST DORCHESTER MA 02124 N/A PC General & Unrestricted 15000 CONNECTICUT BAR FOUNDATION INC 31 PRATT ST STE 420 HARTFORD CT 06103 N/A PC Singer Public Service Fellowship Program 2021 170363 CONNECTICUT FOOD BANK INC 2 RESEARCH PKWY WALLINGFORD CT 06492 N/A PC General & Unrestricted 10000 COTA CHILDRENS ORGAN TRANSPLANT ASSOCIATION INC 2501 W COTA DR BLOOMINGTON IN 47403 N/A PC General & Unrestricted 5000 DOVETAIL SIP INC 40 CLINTON AVE NO 101 STAMFORD CT 06901 N/A SO I to purchase 20,000 surgical masks to be distributed to non-profit community in Stamford, CT 10800 DUET INC 50 MILK ST 6TH FL BOSTON MA 02109 N/A PC General & Unrestricted 75000 ECSU FOUNDATION INC 83 WINDHAM ST WILLIMANTIC CT 06226 N/A PC General & Unrestricted 50000 FAMILY CENTERS INC 40 ARCH ST GREENWICH CT 06830 N/A PC General & Unrestricted 50000 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 Parents as Co-Educator component of SPEF 2020-2021 summer start program 95900 FERGUSON LIBRARY 96 BROAD ST STAMFORD CT 06901 N/A PC General & Unrestricted 2500 FOOD BANK OF LOWER FAIRFIELD COUNTY INC 461 GLENBROOK RD STAMFORD CT 06906 N/A PC General & Unrestricted 17500 FOR GOOD PGH 910 BRADDOCK AVE BRADDOCK PA 15104 N/A PC General & Unrestricted 15000 FUND FOR THE CITY OF NEW YORK INC 121 6TH AVE NEW YORK NY 10013 N/A PC Center for Court Innovation - 2020 DOJ Conference fund 2000 FUTURE 5 INC 135 ATLANTIC ST STAMFORD CT 06901 N/A PC Future 5's pilot program to develop a support system for future 5 students attending Uconn stamford 95000 GHETTO FILM SCHOOL INC 79 ALEXANDER AVE BRONX NY 10454 N/A PC General & Unrestricted 5000 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 N/A PC General & Unrestricted 10000 HARLEM RBI INCORPORATED 1991 2ND AVE NEW YORK NY 10029 N/A PC General & Unrestricted 119000 HARTFORD PROMISE INC 750 MAIN ST STE 1108-1 HARTFORD CT 06103 N/A PC General & Unrestricted 50000 HOPE FOR HAITI INC 1021 5TH AVE N NAPLES FL 34102 N/A PC General & Unrestricted 20000 HOPE FOR HAITI INC 1021 5TH AVE N NAPLES FL 34102 N/A PC Morency, Haiti Sustainability Project 250000 HORIZONS BRIDGEPORT 1057 BROAD ST BRIDGEPORT CT 06604 N/A PC General & Unrestricted 50000 HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC 120 POST RD W STE 202 WESTPORT CT 06880 N/A PC General & Unrestricted 25000 INSPIRICA INC 141 FRANKLIN ST STAMFORD CT 06901 N/A PC General & Unrestricted 55000 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 MALTA HOUSE INC 5 PROWITT ST NORWALK CT 06855 N/A PC General & Unrestricted 2500 MISERICORDIA HOME 6300 N RIDGE AVE CHICAGO IL 60660 N/A PC General & Unrestricted 5000 ONEGOAL 180 N WABASH AVE STE 800 CHICAGO IL 60601 N/A PC General & Unrestricted 75000 OUR PIECE OF THE PIE INC 20-28 SARGEANT ST HARTFORD CT 06105 N/A PC General & Unrestricted 50000 PACIFIC HOUSE INC 137 HENRY ST STE 205 STAMFORD CT 06902 N/A PC General & Unrestricted 50000 PERSON TO PERSON INC 1864 POST RD DARIEN CT 06820 N/A PC General & Unrestricted 50000 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 10000 REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC 2470 FAIRFIELD AVE BRIDGEPORT CT 06605 N/A PC General & Unrestricted 50000 SAINT JOSEPH PARENTING CENTER 90 FAIRFIELD AVE STAMFORD CT 06902 N/A PC General & Unrestricted 5000 SPRINGBOARD COLLABORATIVE TWO PENN CTR STE 1160 1500 JFK BLVD PHILADELPHIA PA 19102 N/A PC Norwalk Connecticut Summer -Fall 2020 project 70000 ST ANN SCHOOL 2211 W 18TH PL CHICAGO IL 60608 N/A PC General & Unrestricted 10000 STAMFORD HOSPITAL HEALTH FOUNDATION INC 1 HOSPITAL PLZ STAMFORD CT 06902 N/A PC General & Unrestricted 200000 THE FOOD BANK OF WESTERN MASSACHUSETTS INC 97 N HATFIELD RD HATFIELD MA 01038 N/A PC General & Unrestricted 10000 THE HERREN PROJECT 1061 FISH RD BLD 4C TIVERTON RI 02878 N/A PC General & Unrestricted 10000 THE OMPRAKASH FOUNDATION 2311 N 45TH ST SEATTLE WA 98103 N/A PC Anseye Pou Ayiti Program 7500 THE OPEN DOOR SHELTER INC 4 MERRITT ST NORWALK CT 06854 N/A PC General & Unrestricted 50000 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 STE 900 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 75000 UNITED WAY OF WESTERN CONNECTICUT INC 301 MAIN ST STE 2-5 DANBURY CT 06810 N/A PC UWWC ALICE Emergency Fund 75000 UNIVERSITY OF MASSACHUSETTS FOUNDATION INC ONE BEACON ST 31ST FL BOSTON MA 02108 N/A PC Camp Shriver Fund 7500 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC Law School Peter Lardy Scholarship Fund 5000 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC McCafferty Emergency Assistance Fund 7500 WOMENS MENTORING NETWORK INC 141 FRANKLIN ST STAMFORD CT 06901 N/A PC General & Unrestricted 2500 Yale Law School Yale Law School Fund PO BOX 208341 New Haven CT 06519 N/A PC Justice Collaboratory procedural justice pilot program with the connecticut department of corrections 60000 YOUNG MENS CHRISTIAN ASSOCIATION CAMP BELKNAP 11 CHASE POINT RD MIRROR LAKE NH 03853 N/A PC Leadership Scholarship Fund 7500 3286021 14 19886 14 1375320 18 1729459 CLASS ACTION LAWSUIT PROCEEDS 01 10252 3134917 3134917 false false false false false false false false false false ABBVIE INC - 4.250% - 11/14/20 229474 241886 ACE INA HOLDINGS - 3.150% - 03 161291 171083 AIR LEASE CORP - 2.750% - 01/1 132538 138512 ALPHABET INC - 1.100% - 08/15/ 324260 326474 ALTRIA GROUP INC GTD NT - 4.75 161042 145047 AMERICAN HONDA FINANCE - 3.625 203544 215424 AMPHENOL CORP - 2.800% - 02/15 221523 240467 ANHEUSER BUSCH - 4.750% - 01/2 205616 240806 ANHEUSER BUSCH COS INC - 4.900 107156 138781 ANTHEM INC NOTE - 4.101% - 03/ 200418 239983 APPLE INC - 3.000% - 02/09/202 221825 236667 AT&T - 4.250% - 03/01/2027 214502 245462 AT&T INC - 4.125% - 02/17/2026 159290 174555 AUTOZONE INC - 3.125% - 04/21/ 161245 177014 BECTON DICKINSON - 3.363% - 06 216319 226113 BERKSHIRE HATHAWAY INC - 0.000 273299 282492 BP GROUP PLC - 3.279% - 09/19/ 107809 121266 CAPITAL ONE FINL CORP NOTE - 3 203358 244309 CATERPILLER FINL SERVICE - 1.9 302392 310419 CISCO SYS INC NOTE - 1.850% - 204137 210097 CITIGROUP INC - 4.125% - 07/25 203784 242124 CITIGROUP INC BND - 3.300% - 0 215071 239535 COMCAST - 4.250% - 10/15/2030 229313 231494 COMCAST CORP NOTE - 3.550% - 0 202880 242008 CONOCO INC NT - 6.950% - 04/14 205351 225619 CSX CORP - 4.250% - 03/15/2029 203603 237444 CVS CAREMARK CORP - 2.750% - 1 159672 164252 CVS CAREMARK CORP NOTE - 4.300 207380 247512 DISNEY WALT CO - 2.350% - 12/0 112787 117336 DISNEY WALT CO - 3.000% - 02/1 218037 229861 DOWDUPONT - 4.205% - 11/15/202 409853 432469 DUKE ENERGY CORP - 3.750% - 04 160164 165146 ECOLAB INC GLBL NT - 3.250% - 199431 232640 ENTERPRISE PROD - 3.750% - 02/ 107195 118684 EOG RESOURCES INC - 2.625% - 0 161548 171145 ESSEX PORTFOLIO - 4.000% - 03/ 206173 238062 EXELON CORP - 3.400% - 04/15/2 159902 177963 FEDEX CORP - 3.250% - 04/01/20 161788 175399 FIFTH THIRD BAN CORP - 4.300% 204155 217823 FISERV INC - 3.200% - 07/01/20 241888 243079 GENERAL MTRS FINL COINC NOTE - 160634 179866 GOLDMAN SACHS GROUP INC NOTE - 217571 240821 HOME DEPOT INC - 2.950% - 06/1 225014 245525 INTEL CORP NOTE - 3.300% - 10/ 160035 153330 JPMORGAN CHASE & CO - 3.875% - 221492 235029 LOCKHEED MARTIN CORP - 2.900% 161350 172331 LOWES COS INC - 1.700% - 10/15 233850 235883 LYONDELLBASELL INDUSTRIES NV - 160294 181760 MARSH & MCLENNAN COS - 3.875% 218321 237019 MARSH &MCLENNAN COS INC - 4.37 203725 238636 METLIFE - 3.600% - 04/10/2024 202445 216961 MICROSOFT CORP - 3.750% - 02/1 158334 205653 MORGAN STANLEY FR - 3.700% - 1 218353 238139 NORTHROP GRUMMAN CORP - 3.200% 205738 238678 NUCOR CORP NOTE - 3.950% - 05/ 208472 235274 ORACLE CORP - 2.950% - 05/15/2 104925 118612 ORACLE CORP - 3.400% - 07/08/2 159327 164183 REALTY INCOME CORP NOTE - 3.00 159729 188102 REPUBLIC SERVICES INC - 2.900% 131604 148014 REYNOLDS AMERICAN - 4.450% - 0 158312 164015 SCHWAB CHARLES CORP - 2.650% - 131520 141421 SHELL - 4.000% - 05/10/2046 116879 124683 SHIRE ACQUISITIONS INVESTMENTS 22579 23300 SIMON PPTY GROUP LP - 3.375% - 208955 218535 SOUTHERN CO - 3.250% - 07/01/2 108493 123396 SOUTHERN CO NOTE - 2.350% - 07 216989 217700 SOUTHWESTERN ELEC PWR - 4.100% 204927 234984 STARBUCKS CORP - 3.800% - 08/1 205701 228744 SYSCO CORP - 3.750% - 10/01/20 200087 224540 TD BANK - 0.750% - 09/11/2025 239695 240898 TOTAL CAPITAL NOTE CALL MAKE W 231773 232903 TOYOTA MTR CRED SER B - 3.300% 159211 153683 UNITED PARCEL SERVICE - 2.450% 160372 162850 UNITEDHEALTH GROUP INC - 2.000 232654 236317 VERIZON - 3.875% - 02/08/2029 205659 238238 VERIZON COMMUNICATIONS - 3.376 210537 238788 VISA INC - 4.300% - 12/14/2045 100347 134235 WAL-MART STORES INC - 3.700% - 205711 238587 WASTE MANAGEMENT INC - 3.150% 205493 231449 WELLS FARGO &CO - 2.188% - 04/ 240965 251640 ABBVIE INC 234658 295734 ACCENTURE PLC 158774 388158 ALIBABA GROUP HOLDING LTD 111235 373066 ALPHABET INC CL A 88169 231348 ALPHABET INC CL C 95902 236504 AMAZON COM 67962 566706 AMERICAN EXPRESS CO 220931 215583 ANTHEM INC 233902 262652 APPLE INC 115859 607720 AT&T, INC 281348 229706 AUTODESK, INC 69441 421980 AUTOMATIC DATA PROCESSING INC 27092 55327 BOEING CO 256131 338215 CERNER CORPORATION 88717 127295 CHARLES SCHWAB CORP 212445 235020 CHEVRON CORP 209340 177936 CHUBB LIMITED 159100 198249 CISCO SYSTEMS INC 363617 476319 CME GROUP, INC 137856 144730 COLGATE-PALMOLIVE COMPANY 279904 341014 COMCAST CORP 235585 324251 DEERE CO 108503 299722 DUKE REALTY CORPORATION 131424 135938 EVENTIDE HEALTHCARE & LIFE SCI 317143 508042 EXPEDITORS INTL WASH INC 90160 183277 FACEBOOK INC 176393 447982 FACTSET RESH SYST INC 52785 117040 FIDELITY ADVISOR NEW INSIGHTS 2527498 3587028 FIDELITY NATIONAL INFORMATION 158343 342192 FIRST EAGLE GLOBAL FUND CLASS 2813345 3721358 FIRST EAGLE SOGEN OVERSEAS FUN 1301759 1518269 HONEYWELL INTL 118547 244818 ILLUMINA INC COM 133010 169830 INT'L FLAVORS & FRAGRANCES INC 263991 213218 INTUITIVE SURGICAL 64798 103081 INVESCO BUYBACK ACHIEVERS ETF 649544 1139790 INVESCO OPPENHEIMER DEVELOPING 1173785 1839653 INVESCO S&P 500 LOW VOLATILITY 1305330 2304660 ISHARES GOLD TRUST 1497041 2164269 ISHARES MSCI GRW IDX 853890 1171537 JOHNSON & JOHNSON 302922 397070 JP MORGAN CHASE 168724 300266 LINDE PLC COM 191497 303564 LOCKHEED MARTIN CORP 205399 275464 LOWES COMPANIES INC 196652 420857 MARSH AND MCLENNAN COMPANIES I 117688 222651 MCDONALD'S CORP 236563 279812 MEDTRONIC PLC 180668 244705 MERCK & CO INC 270354 289327 MICROSOFT CORP 185531 861878 MONDELEZ INTERNATIONAL INC 164596 225168 MONSTER BEVERAGE CORP 134118 283081 MOTOROLA SOLUTIONS INC 234376 277198 NEUBERGER BERMAN INTR VAL - IS 1377447 2141447 NEXTERA ENERGY, INC 127726 339151 NOVARTIS AG ADR 226619 262327 NOVO NORDISK A S 42055 71457 NVIDIA CORP 104220 367629 OAKMARK INTERNATIONAL ADVISOR 1369541 1462563 ORACLE CORP 185143 300291 PACKAGING CORP AMER 106250 170457 PEPSICO INC 181139 264567 PHILIP MORRIS INTL 267707 243485 PHILLIPS 66 203150 170793 PRIMEENERGY CORP 6188 64755 QUALCOMM INC 73207 212057 REGENERON PHARMACEUTICALS INC 153813 201940 ROCHE HOLDING LTD ADR 169331 196710 SALESFORCE.COM 198095 291514 SCHLUMBERGER LTD 183377 83500 SEI INVESTMENTS 75005 113388 SELECT SECTOR SPDR-HEALTH CARE 664166 1025177 STARBUCKS CORP COM 123885 200908 TETON WESTWOOD MIGHTY MITES CL 1319420 1673514 TEXAS INSTRUMENTS INC 204311 334825 TRANE TECHNOLOGIES PLC 98935 262014 UNION PACIFIC 151291 299004 UNITEDHEALTH GROUP INC 168936 422219 USD CYRUSONE INC 199835 232324 VANGUARD HIGH DIV YIELD 2873579 4349495 VANGUARD S&P 500 ETF 1299168 1959813 VANGUARD SF REIT ETF 860297 916314 VISA INC 131469 451459 WALT DISNEY HOLDINGS CO 197505 287533 WEC ENERGY GROUP, INC 143053 228234 WORKDAY INC 63165 112617 YUM BRANDS INC 47943 101504 YUM CHINA HOLDINGS INC 31908 71420 5323457 5713263 MINERAL RIGHTS - TX - S HARRIS 1 500 MINERAL RIGHTS - 3 PARCELS -TX 83400 75000 General Consultations 733 733 Administrative Fees 103273 103273 Administrative Set-Up Fee 3000 3000 Bank Charges 666 666 Computers/Electronic Devices 2151 2151 Foundation Dues & Memberships 765 765 Indemnification Insurance 2250 2250 Insurance Premiums 912 912 Office Supplies 1062 1062 State or Local Filing Fees 1550 1550 Class Action Lawsuit Proceeds 10252 10252 PRIOR YEAR ADJ-MINERAL &ROYALTY INTEREST 75000 Investment Management Services 387753 387753 Philanthropic Consulting Srvcs 24641 24641 ENGINEERING CONSULTING SRVCS 1680 1680 990-PF Estimated Tax for 2020 25500 990-PF Extension for 2019 22675 Foreign Tax Paid 3113 3113