2014-11-17T08:10:01-06:00 2013-12-31 521158459 Hertzbach & Company PA 1530 Wilson Blvd Suite 700 Arlington VA 22209 990PF 2013-01-01 526047356 Diane & Norman Bernstein Foundation Inc DIAN 2023636301 5301 Wisconsin Ave NW No 600 Washington DC 20015 Joshua Bernstein Treasurer 2023636301 2014-11-14 1 Bret D Carr P00497778 7033516600 2013 2015-12-30 17:16:21Z X 20054233 X 1000000 933 933 305418 305418 1035416 1035416 319281 322894 0 2661048 1664661 0 0 0 0 0 1683 337 0 1346 -563 -113 0 -450 10880 9792 0 1088 58030 58030 0 0 109941 109941 0 0 24790 25 0 102 71993 35997 0 35996 12 11 0 1 217178 216188 0 846 493944 430208 0 38929 910000 910000 1403944 430208 0 948929 1257104 1234453 0 1219566 1502532 1502532 4338 9189 4338 4338 3219113 4086843 5308336 12033767 13235974 13235974 3053 3053 3053 16484688 18832740 20054233 8383 0 8383 X 43612 43612 0 0 16441076 18780745 16484688 18824357 16484688 18832740 16484688 1257104 1082565 18824357 0 18824357 Total short-term gain/loss P 202756 202756 Total long-term gain/loss P 832660 832660 1035416 202756 0 896011 15803060 0.056699 799947 13979999 0.057221 633414 13737469 0.046108 501094 11657024 0.042986 501390 10675067 0.046968 0.249982 0.049996 18256577 912756 12345 925101 948929 X 12345 0 12345 0 12345 15223 15223 36 2842 2842 0 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 600 WASHINGTON DC 20015 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 President/Secretary 0.00 0 0 0 Diane Bernstein 5301 Wisconsin Avenue NW Suite 600 Washington DC 20015 Vice-President 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 Director 0.00 0 0 0 Joshua Benhamin Bernstein 5301 Wisconsin Avenue NW Suite 600 Washington DC 20015 Vice Pres/ Treasurer 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 4840029 1361051 12333516 18534596 0 0 18534596 278019 18256577 912829 912829 12345 6793 19138 893691 0 893691 0 893691 948929 0 948929 12345 936584 893691 0 0 115952 114147 230099 948929 0 0 0 893691 55238 0 0 285337 0 0 0 0 0 0 0 285337 115952 114147 55238 Norman Bernstein Diane Bernstein X Alice Fergeson Foundation 2001 Bryan Point Rd Accokeek MD 20607 501(c)(3) Charitable 10000 Arena Stage 907 6th Street SW Washington DC 20024 501(c)(3) Educational 50000 Bread for the City 1525 7th Street NW Washington DC 20001 501(c)(3) Charitable 30000 Capital Camps 133 Rollins Ave Unit 4 Rockville MD 20852 501(c)(3) Charitable 25000 Centronia 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 25000 DC Jewish Community Center 1529 16th Street NW Washington DC 20036 501(c)(3) Charitable 30000 Jewish Federation of Greater Washington 6101 Montrose Rd Rockville MD 20852 501(c)(3) Charitable 400000 Jewish Social Service Agency 200 Wood Hill Rd Rockville MD 20850 501(c)(3) Charitable 30000 Jewish Theological Seminary 3080 Broadway New York NY 10027 501(c)(3) Educational 50000 Jewish Social Ventures Fund Wall Street Station PO Box 157 New York NY 10268 501(c)(3) Charitable 25000 Jubilee Housing 1640 Columbia Rd NW Washington DC 20009 501(c)(3) Charitable 10000 Kav-Mashve 29 Uprising Street POBox 50176 Tel Aviv IS 61501 501(c)(3) Educational 10000 Mary's Center for Maternal and Child Care 1419 Columbia Road NW Washington DC 20009 501(c)(3) Charitable 75000 Martha's Table 2114 14th Street NW Washington DC 20009 501(c)(3) Charitable 30000 National Academy of Science 500 5th Street NW Washington DC 20001 501(c)(3) Charitable 10000 New Israel Fund 1101 14th Street NW Washington DC 20001 501(c)(3) Charitable 25000 Smithsonian American Arts Museum PO Box 37012 Washington DC 20016 501(c)(3) Charitable 25000 910000 0 14 933 14 305418 14 263895 18 1035416 Partnerships 525990 55386 55386 1605662 0 1661048 0 0 0 0 0 0 0 0 0 0 X X 1 Norman Bernstein 5301 Wisconsin Ave NW Suite 600 Washington DC 20015 1000000 X Accounting 10880 9792 0 1088 DC does not require the Foundation to provide form 990-PF Armgo 16855 16855 Artisan International Fund 685581 1033153 Causeway International Fund 719229 1018340 Vanguard 500 Index Fund 1592743 2019273 Artisan Midcap Fund 235943 406995 Pimco Funds 836492 813720 Focused Investors AT COST 0 0 Core Capital Partners II LP AT COST 173646 173646 Archstone Partners, LP AT COST 2278140 2278140 Commonfund Capital PTR 2000 LP AT COST 338913 338913 Commonfund Capital PTRS III LP AT COST 416978 416978 Landmark Equity PTRS XIII LLC AT COST 230683 230683 Adamas Opportunities LP (3 YR) AT COST 374231 374231 Adamas Opportunities, LP (1 YR) AT COST 1298440 1298440 Investors Partner Fund AT COST 988199 988199 Butterfeild Trust AT COST 588793 588793 Adage Capital Partners AT COST 4561877 4561877 Lone Juniper LP AT COST 1386074 1386074 Misc Investment AT COST 600000 600000 Security deposit 3053 3053 3053 Bank service charge 2110 1899 0 211 Computer software 126 113 0 13 Miscellaneous 4776 4298 0 478 Office expenses 939 845 0 94 Telephone 503 453 0 50 K-1 portfolio deductions 140683 140683 0 0 K-1 foreign taxes paid 5799 5799 0 0 K-1 other deductions 62098 62098 0 0 K-1 nondeductible expenses 144 0 0 0 K-1 Ordinary Income 6794 6794 0 K-1 Other Income 279649 279649 0 K-1 Rental -3703 0 0 K-1 Royalties 15666 15666 0 K-1 Interest Income 20875 20785 0 UBIT for partnerships -55386 0 -55386 Partnerships 55386 55386 K-1 book/tax differences 1082565 Professional fees 58030 58030 0 0 Payroll taxes 127 25 0 102 Federal taxes 19138 0 0 0 DC taxes 5525 0 0 0