2019-11-14T07:54:15-06:00 2018-12-31 521158459 Hertzbach & Company PA 1530 Wilson Blvd 700 Arlington VA 22209 990PF 2018-01-01 526047356 Diane & Norman Bernstein Foundation Inc DIAN 2023636301 5301 Wisconsin Avenue NW No 500 Washington DC 20015 Joshua Bernstein Treasurer 2023636301 2019-11-13 1 Bret D Carr CPA P00497778 7033516600 2019-11-13 38.88.13.106 2019-11-13 14:00:26 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3888EC8B92C65AF5ED6E7BC9E3F0E465F9A79357 2018 2020-03-31 21:24:44Z X 44836284 X 4869506 8176 8176 535903 535903 22678 22678 22678 2460408 2460408 250346 250346 0 8147017 3277511 0 0 0 0 0 150802 30160 0 120642 11350 10215 0 1135 45945 45945 0 0 149165 149165 0 0 308514 294594 0 2693 665776 530079 0 124470 1313616 1313616 1979392 530079 0 1438086 6167625 2747432 0 531073 654346 654346 17728 75737 17728 17728 500000 0 0 238286 4790931 5420190 5696731 15830873 15415062 15526689 4770332 1281656 0 3488676 22940790 21728614 25234288 44836284 9393 0 10200 9393 10200 X 43612 43612 0 0 21675609 25180476 21719221 25224088 21728614 25234288 21719221 6167625 33814 27920660 2696572 25224088 K-1 Short Term Capital Gains P 198907 198907 K-1 Long Term Capital Gains P 1986261 1986261 Vanguard 500 Index Fund ADM P 273225 273225 K-1 1231 Gains P 2015 2015 2460408 198907 0 1102620 20776764 0.053070 1093980 19901493 0.054970 1072677 21647262 0.049553 984167 19794870 0.049718 936584 18256577 0.051301 0.258612 0.051722 30481503 1576564 27474 1604038 1438086 54949 0 54949 0 54949 29828 5000 0 34828 0 20121 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 N/A THE FOUNDATION 2023636301 5301 WISCONSIN AVENUE NW SUITE 500 WASHINGTON DC 20015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Norman Bernstein 5301 Wisconsin Avenue NW Suite 600 Washington DC 20015 Chairman 0.00 0 0 0 Diane Bernstein 5301 Wisconsin Avenue NW Suite 600 Washington DC 20015 President Emeritus 0.00 0 0 0 Susan Amy Bernstein 21 Alpine Street Cambridge MA 02138 Director 0.00 0 0 0 Elizabeth B Norton 3725 Harrison Street Washington DC 20015 Vice President 0.00 0 0 0 Joshua Benjamin Bernstein 5301 Wisconsin Avenue NW Suite 600 Washington DC 20015 President 0.00 0 0 0 Kelly Lynch 3617 Fessenden Street NW Washington DC 20008 Executive Director and Tre 0.00 0 0 0 Celia Ellen Bernstein 513 Almar Avenue Pacific Palisades CA 90272 Director 0.00 0 0 0 Marianne Bernstein Kalb 62 Livingston Street New Haven CT 06511 Director 0.00 0 0 0 Nancy Bernstein Schoen 1425 Wightman Street Pittsburgh PA 15217 Director 0.00 0 0 0 Robert Schoen 1425 Wightman Street Pittsburgh PA 15217 Director 0.00 0 0 0 Robert Kalb 62 Livingston Street New Haven CT 06511 Director 0.00 0 0 0 Lisa Bernstein 5301 Wisconsin Avenue NW Suite 600 Washington DC 20015 Director 0.00 0 0 0 Robert Norton 3725 Harrison Street Washington DC 20015 Director 0.00 0 0 0 NONE 0 NONE 0 0 6025570 592710 24327408 30945688 0 0 30945688 464185 30481503 1524075 1524075 54949 930 55879 1468196 0 1468196 0 1468196 1438086 0 1438086 0 1438086 1468196 0 0 55238 27939 19916 109943 94362 307398 1438086 0 0 0 1438086 0 30110 30110 277288 0 0 0 0 0 0 25128 252160 27939 19916 109943 94362 Norman Bernstein Diane Bernstein X Akko Center for Arts & Technology (NICAT) 1815 Metropolitan St Pittsburgh PA 15233 501(c)(3) Charitable 25000 Alice Fergeson Foundation 2001 Bryan Point Rd Accokeek MD 20607 501(c)(3) Charitable 10000 American Friends of the Umm El-Fahem Museum of Contemporary Art 7 Times Square 40th Floor New York NY 10036 501(c)(3) Charitable 20000 American Jewish Joint Distribution Committee 711 Third Avenue New York NY 10017 501(c)(3) Charitable 10000 Anti Defamation League 1100 Connecticut Ave NW Suite 1020 Washington DC 20036 501(c)(3) Charitable 10000 Arena Stage 907 6th Street SW Washington DC 20024 501(c)(3) Educational 50000 Bread For The City Inc 1525 7th Street NW Washington DC 20001 501(c)(3) Charitable 55000 Bright Beginnings Inc 128 M Street NW Washington DC 20001 501(c)(3) Charitable 25000 Building Bridges Across the River TheARC 1901 Mississippi Ave SE Washington DC 20020 501(c)(3) Charitable 20000 Capital Camps 133 Rollins Ave Unit 4 Rockville MD 20852 501(c)(3) Charitable 25000 Centro Nia 1420 Columbia Rd NW Washington DC 20009 501(c)(3) Charitable 25000 Charles E Smith Jewish Day School 1901 B Jefferson Street Rockville MD 20852 501(c)(3) Charitable 25000 Children's Law Center 616 H St NW 300 Washington DC 20001 501(c)(3) Charitable 40000 Citybridge Education 600 New Hampshire Ave NW Washington DC 20037 501(c)(3) Charitable 10000 Clean Water Fund 1444 Eye Street NW Suite 400 Washington DC 20005 501(c)(3) Charitable 10000 Community Foundation 1325 G Steet NW Suite 480 Washington DC 20005 501(c)(3) Charitable 25000 Community of Hope 4 Atlantic Street SW Washington DC 20032 501(c)(3) Charitable 25000 DC Fiscal Policy Institute 820 First Street NE Suite 750 Washington DC 20002 501(c)(3) Charitable 5000 DC Jewish Community Center 1529 16th Street NW Washington DC 20036 501(c)(3) Charitable 30000 Federal City Council 1156 15th Street NW Suite 600 Washington DC 20005 501(c)(3) Charitable 45000 From K-1s Various Washington DC 20009 Charitable 116 J Street Education Fund PO Box 66073 Washington DC 20035 501(c)(3) Educational 50000 Jewish Federation of Greater Washington 6101 Montrose Rd Rockville MD 20852 501(c)(3) Charitable 50000 Jewish Funders Network 150 W 30th Street Suite 900 New York NY 10001 501(c)(3) Charitable 50000 Jewish Social Service Agency 200 Wood Hill Rd Rockville MD 20850 501(c)(3) Charitable 35000 Jewish Theological Seminary of America 3080 Broadway New York NY 10027 501(c)(3) Educational 10000 Jubilee Housing 1640 columbia Rd NW Washington DC 20009 501(c)(3) Charitable 25000 Martha's Table 2114 14th Street NW Washington DC 20009 501(c)(3) Charitable 275000 Mary's Center 2333 Ontario Road NW Washington DC 20009 501(c)(3) Charitable 75000 Medstar Georgetown University Hospital 3800 Reservoir Road NW Washington DC 20007 501(c)(3) Charitable 70000 N Street Village 1333 N Street NW Washington DC 20005 501(c)(3) Charitable 10000 New Israel Fund 1101 14th Street NW Washington DC 20001 501(c)(3) Charitable 25000 PEF Israel Endowment Funds 630 Third Ave Suite 1501 New York NY 10017 501(c)(3) Charitable 10000 Planned Parenthood of Metropolitan Washington DC 1225 4th Street NE Washington DC 20002 501(c)(3) Charitable 10000 Quisset Harbor Preservation Trust PO Box 391 Falmouth MA 02541 501(c)(3) Charitable 10000 Raise DC 1325 G Steet NW Suite 480 Washington DC 20005 501(c)(3) Charitable 10000 Smithsonian American Art Museum PO Box 37012 Washington DC 20016 501(c)(3) Charitable 10000 Stable 336 Randolph Place NE Washington DC 20002 501(c)(3) Charitable 25000 The Smile and Olive Foundation 2407 15th Street NW Apt 403 Washington DC 20009 501(c)(3) Charitable 3500 Tzedek DC 4340 Connecticut Ave NW Washington DC 20008 501(c)(3) Charitable 25000 WAMU 885 4401 Connecticut Ave NW Washington DC 20008 501(c)(3) Charitable 10000 Whitman-Walker Health 1342 Florida Avenue NW Washington DC 20009 501(c)(3) Charitable 10000 Woolly Mammoth Theater Company 641 D Street NW Washington DC 20004 501(c)(3) Charitable 25000 1313616 0 14 8176 14 535903 531390 22678 14 250346 18 2460408 22678 3254833 0 3277511 0 0 0 0 0 0 0 0 0 0 X X 1 Norman Bernstein 5301 Wisconsin Ave NW No 500 Washington DC 20015 1000000 X 2 Norman Bernstein 5301 Wisconsin Ave NW No 500 Washington DC 20015 179246 X 3 Norman Bernstein 5301 Wisconsin Ave NW No 500 Washington DC 20015 3690260 X X 3 Fleetwood Land Rental Property 22940790 2018-08-22 Accounting 11350 10215 0 1135 DC does not require the Foundation to provide form 990-PF FPA Crescent Fund 1345941 1348546 T. Rowe Price 1129912 1084427 Vanguard 500 Index Fund 814192 853533 Causeway International Fund 1064614 1157577 Artisan International Fund 1065531 1252648 Adage Capital Partners AT COST 7047545 7044355 Adamas Partners, LP AT COST 2031268 2032812 Lone Juniper LP AT COST 1477086 1477104 Adamas Opportunities, LP (1 YR) AT COST 1373611 1373051 Davidson Kempner (DKIP) AT COST 1044126 1043537 Investors Partner Fund AT COST 541880 178372 Adamas Opportunities LP (3 YR) AT COST 398874 398874 Contegria Fund I LLC AT COST 466142 537449 Commonfund Capital PTR 2000 LP AT COST 163017 115375 Commonfund Capital PTRS III LP AT COST 98235 163720 1776 Seed Investors LP AT COST 147088 145420 Landmark Equity PTRS XIII LLC AT COST 114123 112015 Camber Creek Fund VI LP AT COST 221724 240693 Prudent Capital III AT COST 47875 4130 Core Capital Partners II AT COST 42468 459782 Justice Housing Partners LP AT COST 200000 200000 K-1 book/tax differences 2696572 Office expenses 2315 2083 0 232 Miscellaneous 20560 18504 0 2056 K-1 portfolio deductions 180392 180392 0 0 K-1 other deductions 83243 83243 0 0 K-1 nondeductible expenses 11227 0 0 0 K-1 foreign taxes paid 6729 6729 0 0 Insurance expense 850 765 0 85 Bank service charge 3008 2707 0 301 Training 190 171 0 19 K-1 Ordinary Income 56720 56720 0 K-1 Other Income 133156 133156 0 K-1 Rental -2123 -2123 0 K-1 Royalties 9330 9330 0 K-1 Interest Income 50054 50054 0 DC Refund - 2016 Notice 3209 3209 0 Prior Period Adjustments 33348 Section 1202 Adjustment 466 Tenant Security Deposits 0 10200 Professional fees 45945 45945 0 0