DIANE & NORMAN BERNSTEIN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DIANE & NORMAN BERNSTEIN FOUNDATION (EIN 52-6047356)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202043189349102494
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T13:07:54-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526047356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Diane & Norman Bernstein Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlDIANBusinessNameControlTxt
Phone2023636301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15301 Wisconsin Avenue NW Suite 500AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA BERNSTEINPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBret CarrPreparerPersonNm
PTINP00497778PTIN
Phone7038930600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.212.136.101IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id54621820203185000078FederalOriginalSubmissionId
Federal Original Submission Id2020-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7B8376E6721697634C7E047C292869E417733724AtSubmissionCreationDeviceId
At Submission Filing Device Id387DAEBC7FB6EF7FB6829E975749763B3EB0F067AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$49,061,616FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,050,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,534InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,534InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$528,145DividendsRevAndExpnssAmt
Dividends Net Invst Incm$528,145DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$188,071GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$188,071GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$0GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$188,071NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$1,245,021NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$1,248,483CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$471,948OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$471,948OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,487,719TotalRevAndExpnssAmt
Total Net Invst Incm$2,441,181TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$154,351CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$30,870CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$123,481CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,686AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,417AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,269AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,125OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$136,694InterestRevAndExpnssAmt
Interest Net Invst Incm$136,694InterestNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$2,967DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$491,700OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$320,914OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,298OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$837,523TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$539,020TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$127,048TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,567,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,567,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,405,023TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$539,020TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,694,548TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,082,696ExcessRevenueOverExpensesAmt
Net Investment Income$1,902,161NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$654,346CashBOYAmt
Cash EOY$223,464CashEOYAmt
Cash EOYFMV$223,464CashEOYFMVAmt
Acct Rcvbl$109,790AcctRcvblAmt
Acct Rcvbl BOY$17,728AcctRcvblBOYAmt
Acct Rcvbl EOY$109,790AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$109,790AcctRcvblEOYFMVAmt
Inventories BOY$238,286InventoriesBOYAmt
Inventories EOY$238,286InventoriesEOYAmt
Inventories EOYFMV$238,286InventoriesEOYFMVAmt
Corporate Stock BOY$5,420,190CorporateStockBOYAmt
Corporate Stock EOY$5,704,749CorporateStockEOYAmt
Corporate Stock EOYFMV$6,845,349CorporateStockEOYFMVAmt
Other Investments BOY$15,415,062OtherInvestmentsBOYAmt
Other Investments EOY$18,240,010OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,703,937OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,770,332LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,284,624LandBldgEquipAccumDeprecAmt
Land BOY$3,488,676LandBOYAmt
Land EOY$3,485,708LandEOYAmt
Land EOYFMV$22,940,790LandEOYFMVAmt
Total Assets BOY$25,234,288TotalAssetsBOYAmt
Total Assets EOY$28,002,007TotalAssetsEOYAmt
Total Assets EOYFMV$49,061,616TotalAssetsEOYFMVAmt
Other Liabilities BOY$10,200OtherLiabilitiesBOYAmt
Other Liabilities EOY$10,200OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,200TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$43,612CapitalStockBOYAmt
Capital Stock EOY$43,612CapitalStockEOYAmt
Retained Earning BOY$25,180,476RetainedEarningBOYAmt
Retained Earning EOY$27,948,195RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,224,088TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,991,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,234,288TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,002,007TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,224,088TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,082,696ExcessRevenueOverExpensesAmt
Other Increases$1,777,644OtherIncreasesAmt
Subtotal$28,084,428SubtotalAmt
Other Decreases$92,621OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,991,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
K-1 SHORT TERM CAPITAL GAINS$260,179
K-1 LONG TERM CAPITAL GAINS$958,488
K-1 1256 CONTRACTS LT-$15,121
CAPITAL GAIN DISTRIBUTIONS$55,018
K-1 1256 CONTRACTS ST-$10,081
FieldValueIRS element (for citing)
Capital Gain Net Income$1,248,483CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,438,086AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$30,481,503NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047179DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,102,620AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$20,776,764NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05307DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,093,980AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$19,901,493NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05497DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,072,677AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,647,262NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049553DistributionYr4Rt
Adjusted Qlfy Distri Yr5$984,167AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,794,870NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049718DistributionYr5Rt
Total Distribution0.25449TotalDistributionRt
Average Distribution0.050898AverageDistributionRt
Net Vl Noncharitable Assets$46,126,000NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,347,721AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19,022NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,366,743AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,694,548QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19,022InvestmentIncomeExciseTaxAmt
Subtotal$19,022SubtotalAmt
Tax Based On Investment Income$19,022TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$61,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$71,000TotalPaymentsAndCreditsAmt
Es Penalty$313EsPenaltyAmt
Overpayment$51,665OverpaymentAmt
Applied To ES Tax$51,665AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023636301PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15301 WISCONSIN AVENUE NW SUITE 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Norman Bernstein
5301 Wisconsin Avenue NW Suite 6WashingtonDC20015Director0$0$0$0
Diane Bernstein
5301 Wisconsin Avenue NW Suite 6WashingtonDC20015President Emeritus0$0$0$0
Susan Amy Bernstein
21 Alpine StreetCambridgeMA02138Director0$0$0$0
Elizabeth B Norton
3725 Harrison StreetWashingtonDC20015Vice President0$0$0$0
Joshua Benjamin Bernstein
5301 Wisconsin Avenue NW Suite 6WashingtonDC20015Chairman0$0$0$0
Kelly Lynch
3617 Fessenden Street NWWashingtonDC20008Executive Director & Treasurer0$154,351$0$0
Celia Ellen Bernstein
513 Almar AvenuePacific PalisadesCA90272Director0$0$0$0
Marianne Bernstein Kalb
62 Livingston StreetNew HavenCT06511Director0$0$0$0
Nancy Bernstein Schoen
1425 Wightman StreetPittsburghPA15217Director0$0$0$0
Robert Schoen
1425 Wightman StreetPittsburghPA15217Director0$0$0$0
Robert Kalb
62 Livingston StreetNew HavenCT06511Director0$0$0$0
Lisa Bernstein
5301 Wisconsin Avenue NW Suite 6WashingtonDC20015Director0$0$0$0
Robert Norton
3725 Harrison StreetWashingtonDC20015Director0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,271,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$438,905AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$40,118,480FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$46,828,426TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$46,828,426AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$702,426CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,126,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,306,300MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,306,300MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,022TaxBasedOnInvestmentIncomeAmt
Total Tax$19,022TotalTaxAmt
Distributable Before Adj$2,287,278DistributableBeforeAdjAmt
Distributable Before Ded$2,287,278DistributableBeforeDedAmt
Distributable As Adjusted$2,287,278DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,694,548ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,694,548QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19,022PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,675,526AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,287,278DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr5$27,939ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,916ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$109,943ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,362ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$252,160TotalExcessDistributionCyovAmt
Qualifying Distributions$2,694,548QualifyingDistributionsAmt
Applied To Current Year$2,287,278AppliedToCurrentYearAmt
Remaining Distri From Corpus$407,270RemainingDistriFromCorpusAmt
Total Corpus$659,430TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,939ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$631,491ExcessDistriCyovToNextYrAmt
Excess From Year4$19,916ExcessFromYear4Amt
Excess From Year3$109,943ExcessFromYear3Amt
Excess From Year2$94,362ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$407,270ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Friends of the Umm El-Fahem Museum of Con
7 Times Square 40th FloorNew YorkNY10036Charitable$20,000
American Jewish Joint Distribution Committee
711 Third AvenueNew YorkNY10017Charitable$10,000
Arena Stage
907 6th Street SWWashingtonDC20024Educational$50,000
Bread For The City Inc
1525 7th Street NWWashingtonDC20001Charitable$55,000
Bright Beginnings Inc
128 M Street NWWashingtonDC20001Charitable$25,000
Building Bridges Across the River TheARC
1901 Mississippi Ave SEWashingtonDC20020Charitable$25,000
Capital Camps
133 Rollins Ave Unit 4RockvilleMD20852Charitable$25,000
Centro Nia
1420 Columbia Rd NWWashingtonDC20009Charitable$25,000
Charles E Smith Jewish Day School
1901 B Jefferson StreetRockvilleMD20852Charitable$20,000
Children's Law Center
616 H St NW 300WashingtonDC20001Charitable$40,000
Citybridge Education
600 New Hampshire Ave NWWashingtonDC20037Charitable$20,000
Clean Water Fund
1444 Eye Street NW Suite 400WashingtonDC20005Charitable$10,000
Community Foundation
1325 G Steet NW Suite 480WashingtonDC20005Charitable$75,000
Community of Hope
4 Atlantic Street SWWashingtonDC20032Charitable$25,000
DC Fiscal Policy Institute
820 First Street NE Suite 750WashingtonDC20002Charitable$5,000
DC Jewish Community Center
1529 16th Street NWWashingtonDC20036Charitable$30,000
J Street Education Fund
PO Box 66073WashingtonDC20035Educational$50,000
Jewish Federation of Greater Washington
6101 Montrose RdRockvilleMD20852Charitable$1,000,000
Jewish Funders Network
150 W 30th Street Suite 900New YorkNY10001Charitable$50,000
Jewish Social Service Agency
200 Wood Hill RdRockvilleMD20850Charitable$35,000
Jubilee Housing
1640 columbia Rd NWWashingtonDC20009Charitable$25,000
Martha's Table
2114 14th Street NWWashingtonDC20009Charitable$30,000
Mary's Center
2333 Ontario Road NWWashingtonDC20009Charitable$50,000
Medstar Georgetown University Hospital
3800 Reservoir Road NWWashingtonDC20007Charitable$60,000
N Street Village
1333 N Street NWWashingtonDC20005Charitable$20,000
New Israel Fund
1101 14th Street NWWashingtonDC20001Charitable$40,000
Planned Parenthood of Metropolitan Washington DC
1225 4th Street NEWashingtonDC20002Charitable$20,000
Quisset Harbor Preservation Trust
PO Box 391FalmouthMA02541Charitable$10,000
Raise DC
1325 G Steet NW Suite 480WashingtonDC20005Charitable$10,000
Stable
336 Randolph Place NEWashingtonDC20002Charitable$25,000
Tzedek DC
4340 Connecticut Ave NWWashingtonDC20008Charitable$25,000
WAMU 885
4401 Connecticut Ave NWWashingtonDC20008Charitable$25,000
Whitman-Walker Health
1342 Florida Avenue NWWashingtonDC20009Charitable$25,000
Woolly Mammoth Theater Company
641 D Street NWWashingtonDC20004Charitable$25,000
Anacostia Park & Community Collaborative
1444 Eye St NWWashingtonDC20005Charitable$15,000
Anti Defamation League
1100 Connecticut Ave NW Suite 1020WashingtonDC20036Charitable$20,000
Bend The Arc
330 Seventh Ave Suite 1900New YorkNY10001Charitable$20,000
Boston Immigration Justice Accompaniment Network
138 Tremont StBostonMA02111Charitable$10,000
Bottomless Closet
16 East 52nd Street 15th FloorNew YorkNY100225306Charitable$2,500
Casa San Jose
2116 Broadway AvenuePittsburghPA15216Charitable$5,000
Community Coalition
8101 S Vermont AveLos AngelesCA90044Charitable$7,500
DC Abortion Fund
PO Box 65061WashingtonDC20035Charitable$2,500
DC Policy Center
1310 L Street NW Ste 325WashingtonDC200054383Charitable$15,000
Eastern Massachusetts Abortion Fund
PO Box 390412CambridgeMA02139Charitable$15,000
Equal Justice Initiative
122 Commerce StreetMontgomeryAL36104Charitable$7,500
Free Minds Book Club
1816 12th Street NWWashingtonDC20009Charitable$15,000
Health Finders Collaborative
PO Box 731NorthfieldMN550570731Charitable$2,500
Kennedy Center For The Performing Arts
2700 F Street NWWashingtonDC20566Charitable$250,000
Local Initiatives Support Corp
1825 K Street Suite 1100WashingtonDC20006Charitable$25,000
Miriam's Kitchen
2401 Virginia Avenue NWWashingtonDC20037Charitable$10,000
Northern Israel Center for Arts & Technology
The Jewish Comm Foundation of GrtrPittsburghPW15213Charitable$25,000
PEF Israel Endowment Funds
630 Third Ave Suite 1501New YorkNY10017Charitable$10,000
Platform of Hope
1640 Columbia Rd NWWashingtonDC20009Charitable$25,000
Reach Incorporated
300 M Street SE Suite 803WashingtonDC20003Charitable$10,000
Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104Charitable$15,000
Tomorrow's Youth Organization
1356 Beverly Rd Suite 220McLeanVA22101Charitable$10,000
Washington Housing Concervancy
1156 15th St NWWashingtonDC20005Charitable$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,567,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,534ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$528,145ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531390BusinessCd
Unrelated Business Taxbl Incm$188,071UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$471,948ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,245,021ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$188,071UnrelatedBusinessTaxblIncmAmt
Exclusion$2,249,648ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,437,719TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Norman Bernstein
15301 Wisconsin Ave NW No 500WashingtonDC20015$500,000Yes (X)
Norman Bernstein
25301 Wisconsin Ave NW No 500WashingtonDC20015$1,500,000Yes (X)
Norman Bernstein
35301 Wisconsin Ave NW No 500WashingtonDC20015$50,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$12,686Amt
Net Investment Income$11,417NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,269DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDC does not require the Foundation to provide form 990-PFExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FPA Crescent Fund$1,418,596$1,618,531
T. Rowe Price$1,164,626$1,188,050
Vanguard 500 Index Fund$846,293$1,026,848
Causeway International Fund$1,126,115$1,390,233
Artisan International Fund$1,149,119$1,621,687

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Adage Capital PartnersAT COST$9,457,273$9,435,618
Adamas Partners, LPAT COST$1,698,467$1,698,135
Lone Juniper LPAT COST$1,680,012$1,680,302
ADAMAS OPPORTUNITIES LP (1 YR)AT COST$1,133,449$1,130,074
Davidson Kempner (DKIP)AT COST$1,118,180$1,118,241
Investors Partner FundAT COST$252,123$298,686
Adamas Opportunities LP (3 YR)AT COST$329,496$329,496
Contegria Fund I LLCAT COST$687,412$807,576
Commonfund Capital PTR 2000 LPAT COST$139,503$92,698
Commonfund Capital PTRS III LPAT COST$88,596$153,638
1776 SEED INVESTORS LPAT COST$181,646$147,359
LANDMARK EQUITY PTRS XIII LLC$112,976$107,671
CAMBER CREEK FUND VI LP$320,701$275,693
PRUDENT CAPITAL III$94,430$0
CORE CAPITAL PARTNERS II$153,909$628,804
JUSTICE HOUSING PARTNERS LP$200,000$200,000
THE CRANEMERE GROUP LIMITED$499,946$499,946
CAMBER CREEK FUND III, LP$91,891$100,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCESDesc
Amt$92,621Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office expenses$2,262$2,036$226
Miscellaneous$16,589$14,930$1,659
K-1 portfolio deductions$111,920$111,920
K-1 other deductions$185,676$185,676
K-1 nondeductible expenses$886
K-1 foreign taxes paid$4,851$4,851
Insurance expense$950$855$95
Bank service charge$311$280$31
Training$313$282$31
RENT$169$84$85
K-1 CHARITABLE$171$171
Rent and Royalty Expense$167,602

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Ordinary Income$43,784$43,784
K-1 Other Income$423,190$423,190
K-1 Rent & Royalties$4,974$4,974

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
Section 1202 Adjustment$9,322
K-1 BOOK/TAX DIFFERENCES$1,731,935
OTHER ADJUSTMENTS$36,387

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTenant Security DepositsDesc
BOY Book Value$10,200BOYBookValueAmt
EOY Book Value$10,200EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional feesCategoryTxt
Amt$39,125Amt
Net Investment Income$39,125NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryDC taxesCategoryTxt

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