DIANE & NORMAN BERNSTEIN FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: DIANE & NORMAN BERNSTEIN FOUNDATION (EIN 52-6047356)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-15
IRS object ID: 201213209349101161
Schema version: 2011v1.3
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-15T12:10:11-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Buchanan & Company PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1616 N Fort Myer Dr 1400	AddressLine1
City	Rosslyn	City
State	VA	State
ZIP Code	22209	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	526047356	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Diane & Norman Bernstein Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% THE FOUNDATION	InCareOfName
Name Control	DIAN	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5301 Wisconsin Ave NW	AddressLine1
City	Washington	City
State	DC	State
ZIP Code	20015	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Joshua Bernstein	Name
Title	Vice President	Title
Date Signed	2012-11-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	7033516600	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	15039778	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1500000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	1331	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1331	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	266320	DividendsRevAndExpnss
Dividends Net Invst Incm	266320	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	561909	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	561909	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	561909	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	40214	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	85653	OtherIncomeNetInvstIncm
Total Revenue And Expenses	2369774	TotalRevenueAndExpenses
Total Net Investment Income	915213	TotalNetInvestmentIncome
Oth Empl Slrs Wgs Rev And Expnss	78794	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	15759	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	63035	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	6207	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	1241	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	4966	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	10097	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	9087	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	1010	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	34192	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	34192	OtherProfFeesNetInvstIncm
Interest Rev And Expnss	97235	InterestRevAndExpnss
Interest Net Invst Incm	97235	InterestNetInvstIncm
Taxes Rev And Expnss	19078	TaxesRevAndExpnss
Taxes Net Invst Incm	1220	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	4879	TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss	71161	OccupancyRevAndExpnss
Occupancy Net Invst Incm	35581	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	35580	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	24	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	22	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	2	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	432963	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	201370	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	1920	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	749751	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	395707	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	111392	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	693750	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	693750	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1443501	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	395707	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	805142	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	926273	ExcessOfRevenueOverExpenses
Net Investment Income	519506	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	161400	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	852416	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	852416	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	27970	AccountsReceivable
Accounts Receivable BOY	29440	AccountsReceivableBOY
Accounts Receivable EOY	27970	AccountsReceivableEOY
Accounts Receivable EOYFMV	27970	AccountsReceivableEOYFMV
Other Notes And Loans Rcvbl BOY	50000	OtherNotesAndLoansRcvblBOY
Investments Corp Stock BOY	3008339	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3104699	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3179629	InvestmentsCorpStockEOYFMV
Investments Other BOY	10805913	InvestmentsOtherBOY
Investments Other EOY	10976710	InvestmentsOtherEOY
Investments Other EOYFMV	10976710	InvestmentsOtherEOYFMV
Other Assets BOY	3053	OtherAssetsBOY
Other Assets EOY	3053	OtherAssetsEOY
Other Assets EOYFMV	3053	OtherAssetsEOYFMV
Total Assets BOY	14058145	TotalAssetsBOY
Total Assets EOY	14964848	TotalAssetsEOY
Total Assets EOYFMV	15039778	TotalAssetsEOYFMV
Accounts Payable BOY	19570	AccountsPayableBOY
Total Liabilities BOY	19570	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	43612	CapitalStockBOY
Capital Stock EOY	43612	CapitalStockEOY
Retained Earnings BOY	13994963	RetainedEarningsBOY
Retained Earnings EOY	14921236	RetainedEarningsEOY
Total Net Assets BOY	14038575	TotalNetAssetsBOY
Total Net Assets EOY	14964848	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	14058145	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	14964848	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	14038575	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	926273	ExcessOfRevenueOverExpenses
Subtotal	14964848	Subtotal
Total Net Assets Fund Balances EOY	14964848	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	IVY MAPLEWOOD ASSOC II	DescriptionOfAsset
Date Acquired	2005-02-01	DateAcquired
Date Sold	2011-12-07	DateSold
Gross Sales Price	514	GrossSalesPrice
Gain Or Loss	514	GainOrLoss
Gains Minus Excess Or Losses	514	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	561909	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	633414	QualifyingDistributionsYear1
Noncharitable Assets Year1	13737469	NoncharitableAssetsYear1
Distribution Ratio Year1	0.046108	DistributionRatioYear1
Qualifying Distributions Year2	501094	QualifyingDistributionsYear2
Noncharitable Assets Year2	11657024	NoncharitableAssetsYear2
Distribution Ratio Year2	0.042986	DistributionRatioYear2
Qualifying Distributions Year3	501390	QualifyingDistributionsYear3
Noncharitable Assets Year3	10675067	NoncharitableAssetsYear3
Distribution Ratio Year3	0.046968	DistributionRatioYear3
Qualifying Distributions Year4	497868	QualifyingDistributionsYear4
Noncharitable Assets Year4	10441368	NoncharitableAssetsYear4
Distribution Ratio Year4	0.047682	DistributionRatioYear4
Qualifying Distributions Year5	361586	QualifyingDistributionsYear5
Noncharitable Assets Year5	8202887	NoncharitableAssetsYear5
Distribution Ratio Year5	0.04408	DistributionRatioYear5
Total Distribution Ratio	0.227824	TotalDistributionRatio
Average Distribution Ratio	0.045565	AverageDistributionRatio
Net Noncharitable Assets	13979999	NetNoncharitableAssets
Adjusted Noncharitable Assets	636999	AdjustedNoncharitableAssets
One Percent Net Investment Income	5195	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	642194	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	805142	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	5195	InvestmentIncomeExciseTax
Subtotal	5195	Subtotal
Tax Based On Investment Income	5195	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	18707	EstTaxPaymentsAndOverpayment
Total Credits And Payments	18707	TotalCreditsAndPayments
Overpayment	13512	Overpayment
Amount Credited To Next Year	13512	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	true	UnrelatedBusIncomeOver1000
Form990 T Filed	true	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	DC	StatesFiledWith
Form990 PF Filed With AG	false	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2023636301	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	5301 WISCONSIN AVENUE NW SUITE 600	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20015	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (12 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
NORMAN BERNSTEIN
5301 WISCONSIN AVENUE NW	WASHINGTON	DC	20015	PRESIDENT/SECRETARY	0	0
DIANE BERNSTEIN
5301 WISCONSIN AVENUE NW	WASHINGTON	DC	20015	VICE-PRESIDENT	0	0
SUSAN AMY BERNSTEIN
21 ALPINE STREET	CAMBRIDGE	MA	02138	DIRECTOR	0	0
ELIZABETH B NORTON
3725 HARRISON STREET	WASHINGTON	DC	20015	DIRECTOR	0	0
JOSHUA BENJAMIN BERNSTEIN
5301 WISCONSIN AVENUE NW	WASHINGTON	DC	20015	VICE PRES/TREASURER	0	0
CELIA ELLEN BERNSTEIN
513 ALMAR AVENUE	PACIFIC PALISADES	CA	90272	DIRECTOR	0	0
MARIANNE BERNSTEIN KALB
62 LIVINGSTON STREET	NEW HAVEN	CT	06511	DIRECTOR	0	0
NANCY BERNSTEIN SCHOEN
1425 WIGHTMAN STREET	PITTSBURGH	PA	15217	DIRECTOR	0	0
ROBERT SCHOEN
1425 WIGHTMAN STREET	PITTSBURGH	PA	15217	DIRECTOR	0	0
ROBERT KALB
62 LIVINGSTON STREET	NEW HAVEN	CT	06511	DIRECTOR	0	0
LISA BERNSTEIN
5301 WISCONSIN AVENUE NW	WASHINGTON	DC	20015	DIRECTOR	0	0
ROBERT NORTON
3725 HARRISON STREET	WASHINGTON	DC	20015	DIRECTOR	0	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2763649	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	506907	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	10922336	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	14192892	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	14192892	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	212893	CashDeemedCharitable
Net Noncharitable Assets	13979999	NetNoncharitableAssets
Minimum Investment Return	699000	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	699000	MinimumInvestmentReturn
Tax Based On Investment Income	5195	TaxBasedOnInvestmentIncome
Income Tax For This Year	4615	IncomeTaxForThisYear
Total Tax	9810	TotalTax
Distributable Amount Before Adj	689190	DistributableAmountBeforeAdj
Distributable Amount Before Ded	689190	DistributableAmountBeforeDed
Distributable Amount As Adjusted	689190	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	805142	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	805142	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	5195	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	799947	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	689190	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2009	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2007	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Qualifying Distributions	805142	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	689190	AppliedToCurrentYear
Remaining Distri From Corpus	115952	RemainingDistriFromCorpus
Total Corpus	115952	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	115952	ExcessDistriCyovToNextYear
Excess From Current Year	115952	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NORMAN AND DIANE BERNSTEIN	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
Arena Stage
907 6th Street SW	Washington	DC	20024	Not applicable	501(C)(3)	Educational	$25,000
Bread for the City
1525 7th Street NW	Washington	DC	20001	Not applicable	501(C)(3)	Charitable	$25,000
Capital Camps
133 Rollins Ave Unit 4	Rockville	MD	20852	Not applicable	501(C)(3)	Charitable	$20,000
Centronia
1420 Columbia Rd NW	Washington	DC	20009	Not applicable	501(C)(3)	Charitable	$10,000
Charles E Smith Jewish Day School
1901 E Jefferson Street	Rockville	MD	20852	Not applicable	501(C)(3)	Charitable	$20,000
Children's National Medical Center
111 Michigan Ave NW	Washington	DC	20010	Not applicable	501(C)(3)	Charitable	$20,000
DC Children & Youth
1400 16th Street NW	Washington	DC	20036	Not applicable	501(c)(3)	Charitable	$35,000	Suite 50
DC Jewish Community Center
1529 Sixteenth Street NW	Washington	DC	20036	Not applicable	501(C)(3)	Charitable	$25,000
Capital City Public Charter School
100 Peabody Street NW	Washington	DC	20011	Not applicable	501(C)(3)	Charitable	$20,000
The Jewish Federation of Greater Washington
6101 Montrose Rd	Rockville	MD	20852	Not applicable	501(C)(3)	Charitable	$250,000
Jewish Theological Seminary
3080 Broadway	New York	NY	10027	Not applicable	501(C)(3)	Educational	$40,000
Jewish Social Service Agency
200 Wood Hill Rd	Rockville	MD	20850	Not applicable	501(C)(3)	Charitable	$25,000
Mary's Center for Maternal and Child Care
1419 Columbia Road NW	Washington	DC	20009	Not applicable	501(C)(3)	Charitable	$70,000
Martha's Table
2114 14th Street NW	Washington	DC	20009	Not applicable	501(C)(3)	Charitable	$25,000
National Academy of Sciences
500 5th Street NW	Washington	DC	20001	Not applicable	501(c)(3)	Charitable	$10,000
New Israel Fund
1101 14th Street NW	Washington	DC	20005	Not applicable	501(C)(3)	Charitable	$25,000	Suite 600
Seed Foundation
1776 Massachusetts Avenue NW	Washington	DC	20036	Not applicable	501(C)(3)	Charitable	$10,000	Suite 600
Sidwell Friends School
3825 Wisconsin Ave NW	Washington	DC	20016	Not applicable	501(c)(3)	Charitable	$25,000
Smithsonian of America
PO Box 37012	Washington	DC	20013	Not applicable	501(c)(3)	Charitable	$10,000	SI Bulding Room 153 MRC 010
Washington Grantmakers
1400 16th Street NW Suite 740	Washington	DC	20036	Not applicable	501(C)(3)	Charitable	$3,750

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	693750	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,331	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$266,320	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$561,909	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	PARTNERSHIPS	Description
Business Code	525990	BusinessCode
Unrelated Business Income	$31,769	UnrelatedBusinessIncomeAmount
Exclusion Code	14	ExclusionCode
Exclusion	$8,445	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$31,769	UnrelatedBusinessIncomeAmount
Exclusion	$838,005	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	869774	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	Norman Bernstein	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	5301 Wisconsin Ave NW Suite 600	AddressLine1
City	Washington	City
State	DC	State
ZIP Code	20015	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	1500000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$10,097	Amount
Net Investment Income	9087	NetInvestmentIncome
Disbursements Charitable Prps	1010	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Statement	DC does not require the foundation to provide Form 990-PF	Statement

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ARMGO	16855	16855
ARTISAN INTERNATIONAL FUND	663557	655369
CAUSEWAY INTERNATIONAL FUND	692148	658649
VANGUARD 500 INDEX FUND	779538	850397
ARTISAN MIDCAP FUND	194025	246566
PIMCO FUNDS	758576	751793

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (12 entries)

Category Or ItemCategoryOrItem	Book ValueBookValue	EOYFMVEOYFMV
FOCUSED INVESTORS	1194761	1194761
CORE CAPITAL PARTNERS II LP	191108	191108
ARCHSTONE PARTNERS, LP	1800745	1800745
COMMONFUND CAPITAL PTR 2000 LP	515541	515541
COMMONFUND CAPITAL PTRS III LP	479402	479402
LANDMARK EQUITY PTRS XIII LLC	264321	264321
ADAMAS OPPORTUNITIES LP (3 YR)	289664	289664
ADAMAS OPPORTUNITIES, LP (1YR)	1011339	1011339
INVESTORS PARTNER FUND	1045091	1045091
BUTTERFEILD TRUST	403622	403622
ADAGE CAPITAL PARTNERS	2718275	2718275
LONE JUNIPER LP	1062841	1062841

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	SECURITY DEPOSIT	Description
BOY Book Value	3053	BOYBookValue
EOY Book Value	3053	EOYBookValue
EOYFMV	3053	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (11 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK SERVICE CHARGE	2077	1869	208
COMPUTER SOFTWARE	42	38	4
INSURANCE	1076	968	108
MISCELLANEOUS	70	63	7
OFFICE EXPENSES	125	113	112
TELEPHONE	733	660	73
K-1 PORTFOLIO DEDUCTIONS	136577	136577
K-1 NONDEDUCTIBLE EXPENSES	229773
K-1 FOREIGN TAXES PAID	6026	6026
K-1 OTHER DEDUCTIONS	55056	55056
K-1 CHARITABLE CONTRIBUTIONS	1408		1408

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
K-1 Ordinary Income	-43894
K-1 Other Income	7950	7950
K-1 Rental	-2015
K-1 Royalties	14234	14234
K-1 Interest Income	56948	56478
K-1 Treasury Interest	2900	2900
K-1 1231 Gains	4091	4091
K-1 Book/Tax Differences

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong

Borrowers Name BorrowersName

Business Business

Field	Value	IRS element (for citing)
Business Name Line1	TZEDEC FUND NOTE RECEIVABLE	BusinessNameLine1

Field	Value	IRS element (for citing)
Original Amount Of Loan	50000	OriginalAmountOfLoan
Date Of Note	2004-10	DateOfNote
Maturity Date	2007-10	MaturityDate
Interest Rate	0	InterestRate
Security Provided By Borrower	UNSECURED	SecurityProvidedByBorrower
Purpose Of Loan	TO PROVIDE FOR LOW-INCOME COMMUNITY DEVELOPMENT	PurposeOfLoan

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT CONSULTING SERVICES	Category
Amount	$34,192	Amount
Net Investment Income	34192	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$6,099	1220	4879
FEDERAL TAXES	$9,810
DC TAXES	$3,169

DIANE & NORMAN BERNSTEIN FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (12 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (12 entries)

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (11 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (8 entries)

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong

Borrowers Name BorrowersName

Business Business

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments