DIANE & NORMAN BERNSTEIN FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: DIANE & NORMAN BERNSTEIN FOUNDATION (EIN 52-6047356)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-11-14
IRS object ID: 201123189349100112
Schema version: 2010v3.4
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
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 Notes Loans Rcvbl Short Sch2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-14T12:43:29-06:00	Timestamp
Tax Period End Date	2010-12-31	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	2010-01-01	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)
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 B Bernstein	Name
Title	VICE PRES/TREASURER	Title
Date Signed	2011-11-01	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	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	14297473	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1000000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	1086	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1086	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	237750	DividendsRevAndExpnss
Dividends Net Invst Incm	237750	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	243194	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	966108	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	243194	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	921180	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	69278	OtherIncomeNetInvstIncm
Total Revenue And Expenses	2403210	TotalRevenueAndExpenses
Total Net Investment Income	551308	TotalNetInvestmentIncome
Oth Empl Slrs Wgs Rev And Expnss	68653	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	13731	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	54923	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	5166	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	1033	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	4133	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	10153	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	9138	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	1015	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	32353	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	32353	OtherProfFeesNetInvstIncm
Interest Rev And Expnss	118065	InterestRevAndExpnss
Interest Net Invst Incm	118065	InterestNetInvstIncm
Taxes Rev And Expnss	11979	TaxesRevAndExpnss
Taxes Net Invst Incm	1120	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	4482	TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss	69572	OccupancyRevAndExpnss
Occupancy Net Invst Incm	34786	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	34786	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	86	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	75	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	8	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	175865	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	161910	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	317	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	491892	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	372211	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	99664	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	533750	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	533750	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1025642	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	372211	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	633414	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	1377568	ExcessOfRevenueOverExpenses
Net Investment Income	179097	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1132179	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	161400	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	161400	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	29440	AccountsReceivable
Accounts Receivable BOY	35817	AccountsReceivableBOY
Accounts Receivable EOY	29440	AccountsReceivableEOY
Accounts Receivable EOYFMV	29440	AccountsReceivableEOYFMV
Other Notes And Loans Receivable	50000	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	50000	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	50000	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	50000	OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY	2968059	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3008339	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3247667	InvestmentsCorpStockEOYFMV
Investments Other BOY	9485880	InvestmentsOtherBOY
Investments Other EOY	10805913	InvestmentsOtherEOY
Investments Other EOYFMV	10805913	InvestmentsOtherEOYFMV
Other Assets BOY	3053	OtherAssetsBOY
Other Assets EOY	3053	OtherAssetsEOY
Other Assets EOYFMV	3053	OtherAssetsEOYFMV
Total Assets BOY	13674988	TotalAssetsBOY
Total Assets EOY	14058145	TotalAssetsEOY
Total Assets EOYFMV	14297473	TotalAssetsEOYFMV
Accounts Payable BOY	1013981	AccountsPayableBOY
Accounts Payable EOY	19570	AccountsPayableEOY
Total Liabilities BOY	1013981	TotalLiabilitiesBOY
Total Liabilities EOY	19570	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	43612	CapitalStockBOY
Capital Stock EOY	43612	CapitalStockEOY
Retained Earnings BOY	12617395	RetainedEarningsBOY
Retained Earnings EOY	13994963	RetainedEarningsEOY
Total Net Assets BOY	12661007	TotalNetAssetsBOY
Total Net Assets EOY	14038575	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	13674988	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	14058145	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	12661007	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	1377568	ExcessOfRevenueOverExpenses
Subtotal	14038575	Subtotal
Total Net Assets Fund Balances EOY	14038575	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	METROPOLITAN WEST	DescriptionOfAsset
Date Sold	2010-01-13	DateSold
Gross Sales Price	674700	GrossSalesPrice
Cost Or Other Basis	722914	CostOrOtherBasis
Gain Or Loss	-48214	GainOrLoss
Gains Minus Excess Or Losses	-48214	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	243194	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	501094	QualifyingDistributionsYear1
Noncharitable Assets Year1	11657024	NoncharitableAssetsYear1
Distribution Ratio Year1	0.042986	DistributionRatioYear1
Qualifying Distributions Year2	501390	QualifyingDistributionsYear2
Noncharitable Assets Year2	10675067	NoncharitableAssetsYear2
Distribution Ratio Year2	0.046968	DistributionRatioYear2
Qualifying Distributions Year3	497868	QualifyingDistributionsYear3
Noncharitable Assets Year3	10441368	NoncharitableAssetsYear3
Distribution Ratio Year3	0.047682	DistributionRatioYear3
Qualifying Distributions Year4	361586	QualifyingDistributionsYear4
Noncharitable Assets Year4	8202887	NoncharitableAssetsYear4
Distribution Ratio Year4	0.04408	DistributionRatioYear4
Qualifying Distributions Year5	1102088	QualifyingDistributionsYear5
Noncharitable Assets Year5	7389118	NoncharitableAssetsYear5
Distribution Ratio Year5	0.14915	DistributionRatioYear5
Total Distribution Ratio	0.330866	TotalDistributionRatio
Average Distribution Ratio	0.066173	AverageDistributionRatio
Net Noncharitable Assets	13737469	NetNoncharitableAssets
Adjusted Noncharitable Assets	909050	AdjustedNoncharitableAssets
One Percent Net Investment Income	1791	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	910841	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	633414	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	3582	InvestmentIncomeExciseTax
Subtotal	3582	Subtotal
Tax Based On Investment Income	3582	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	22289	EstTaxPaymentsAndOverpayment
Total Credits And Payments	22289	TotalCreditsAndPayments
Overpayment	18707	Overpayment
Amount Credited To Next Year	18707	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
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
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	3071489	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	646790	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	10228390	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	13946669	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	13946669	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	209200	CashDeemedCharitable
Net Noncharitable Assets	13737469	NetNoncharitableAssets
Minimum Investment Return	686873	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	686873	MinimumInvestmentReturn
Tax Based On Investment Income	3582	TaxBasedOnInvestmentIncome
Income Tax For This Year	1619	IncomeTaxForThisYear
Total Tax	5201	TotalTax
Distributable Amount Before Adj	681672	DistributableAmountBeforeAdj
Distributable Amount Before Ded	681672	DistributableAmountBeforeDed
Distributable Amount As Adjusted	681672	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	633414	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	633414	QualifyingDistributions
Adj Qualifying Distributions	633414	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	681672	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2008	PriorYear1
Prior Year2	2007	PriorYear2
Prior Year3	2006	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	736808	ExcessDistriCarryoverYear5
Total Excess Distri Carryover	736808	TotalExcessDistriCarryover
Qualifying Distributions	633414	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	633414	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	48258	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	48258	ExcessDistriCyovAppliedCY
Total Corpus	688550	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	688550	ExcessDistriCyovFromYear5

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 (22 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	$25,000
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	$25,000	Suite 50
DC Jewish Community Center
1529 Sixteenth Street NW	Washington	DC	20036	Not applicable	501(C)(3)	Charitable	$25,000
United Jewish Appeal Federation
6101 Montrose Rd	Rockville	MD	20852	Not applicable	501(C)(3)	Charitable	$150,000
Jewish Social Service Agency
2629 Connecticut Ave NW	Rockville	MD	20008	Not applicable	501(C)(3)	Charitable	$25,000
Jewish Theological Seminary
3080 Broadway	New York	NY	10027	Not applicable	501(C)(3)	Educational	$25,000
Latin American Youth Center
1419 Columbia Road NW	Washington	DC	20009	Not applicable	501(C)(3)	Charitable	$10,000
Mary's Center for Maternal and Child Care
1419 Columbia Road NW	Washington	DC	20009	Not applicable	501(C)(3)	Charitable	$25,000
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	$10,000	Suite 600
Seed Foundation
1776 Massachusetts Avenue NW	Washington	DC	20036	Not applicable	501(C)(3)	Charitable	$25,000	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 Aids Partnership
1400 16th Street NW	Washington	DC	20036	Not applicable	501(C)(3)	Charitable	$10,000
Early Care and Education Funders Collaborative
1411 K St NW Suite 800	Washington	DC	20005	Not Applicable	501(C)(3)	Charitable	$5,000
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	533750	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	$1,086	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$237,750	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

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$69,278	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Business Code	525990	BusinessCode
Exclusion Code	18	ExclusionCode
Exclusion	$243,194	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	$28,443	UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$28,443	UnrelatedBusinessIncomeAmount
Exclusion	$551,308	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	579751	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	1000000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$10,153	Amount
Net Investment Income	9138	NetInvestmentIncome
Disbursements Charitable Prps	1015	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
METROPOLITAN WEST FUND
ARTISAN INTERNATIONAL FUND	652670	705089
CAUSEWAY INTERNATIONAL FUND	669676	736681
VANGUARD 500 INDEX FUND	762217	833030
ARTISAN MIDCAP FUND	194025	251121
PIMCO FUNDS	729751	721746

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (12 entries)

Category Or ItemCategoryOrItem	Book ValueBookValue	EOYFMVEOYFMV
ARCHSTONE PARTNERS, LP	1888957	1888957
ADAMAS OPPORTUNITIES, LP (1YR)	1013868	1013868
COMMONFUND CAPITAL PTR 2000 LP	454013	454013
CORE CAPITAL PARTNERS II LP	150559	150559
ADAMAS OPPORTUNITIES LP (3 YR)	289956	289956
COMMONFUND CAPITAL PTRS III LP	382158	382158
FOCUSED INVESTORS FUND LP	1142414	1142414
LANDMARK EQUITY PTRS XIII LLC	310711	310711
BUTTERFEILD TRUST	542086	542086
ADAGE CAPITAL PARTNERS	2562148	2562148
INVESTORS PARTNER FUND	981675	981675
LONE JUNIPER LP	1087368	1087368

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	822	739	82
COMPUTER SOFTWARE	127	114	13
INSURANCE	528	475	53
MISCELLANEOUS	467	421	47
OFFICE EXPENSES	276	248	28
TELEPHONE	744	670	74
K-1 PORTFOLIO DEDUCTIONS	128925	128925
K-1 NONDEDUCTIBLE EXPENSES	165
K-1 FOREIGN TAXES PAID	5989	5989
K-1 OTHER DEDUCTIONS	37802	24329
K-1 CHARITABLE CONTRIBUTIONS	20		20

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
K-1 Ordinary Income	-29992
K-1 Other Income	5958	3561
K-1 Rental	-980
K-1 Royalties	11239	11239
K-1 Interest Income	52866	52866
K-1 Treasury Interest	1612	1612
K-1 1231 Gains	-84
K-1 Book/Tax Differences	880561

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
Balance Due	50000	BalanceDue
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 Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

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

Field	Value	IRS element (for citing)
Balance Due	50000	BalanceDue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT CONSULTING SERVICES	Category
Amount	$32,353	Amount
Net Investment Income	32353	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$5,602	1120	4482
FEDERAL TAXES	$5,201
DC TAXES	$1,176

DIANE & NORMAN BERNSTEIN FOUNDATION: Form 990PF, tax year 2010

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 (22 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

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

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 Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments