Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
Leo M Bernstein Family Foundation
Attn Ami Becker Aronson

Number and street (or P.O. box number if mail is not delivered to street address)c/o The Bernstein Companies3299 K Street NWRoom/suite
City or town, state, and ZIP code
Washington, DC20007
A Employer identification number

52-6041822
B Telephone number (see page 10 of the instructions)

(202) 333-9000
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,034,586J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,047,298
2 Check bullet
3 Interest on savings and temporary cash investments 7,657 7,657  
4 Dividends and interest from securities...... 171,955 171,955  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 48,784
b Gross sales price for all assets on line 6a 3,877,771
7 Capital gain net income (from Part IV, line 2)... 48,784
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 12,385 12,385  
12 Total. Add lines 1 through 11........ 1,288,079 240,781  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 5,000   10,000
14 Other employee salaries and wages...... 224 202   22
15 Pension plans, employee benefits....... 5,601     5,601
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,659 5,659 0 2,000
c Other professional fees (attach schedule).... 17,979 9,979   8,000
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 2,350 2,350    
19 Depreciation (attach schedule) and depletion... Click to see attachment 4,966    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,360 1,224   136
22 Printing and publications.......... 3,956     3,956
23 Other expenses (attach schedule)....... Click to see attachment 91,154 90,041   1,113
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 150,249 114,455 0 30,828
25 Contributions, gifts, grants paid........ 290,223 290,223
26 Total expenses and disbursements. Add lines 24 and 25 440,472 114,455 0 321,051
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 847,607
b Net investment income (if negative, enter -0-) 126,326
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 81,482 114,319 114,319
2 Savings and temporary cash investments.......... 17,550 203,142 203,142
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet837,384
Less: allowance for doubtful accounts bullet   986,950 Click to see attachment837,384 550,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 4,416,895 Click to see attachment5,806,718 6,684,306
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet268,365
Less: accumulated depreciation (attach schedule) bullet74,331 199,000 194,034 125,000
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 887,206 Click to see attachment359,108 357,819
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,589,083 7,514,705 8,034,586
Liabilities 17 Accounts payable and accrued expenses.......... 75,025 2,874
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,874,205 Click to see attachment1,874,205
23 Total liabilities (add lines 17 through 22).......... 1,949,230 1,877,079
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 408,113 408,113
29 Retained earnings, accumulated income, endowment, or other funds 4,231,740 5,229,513
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,639,853 5,637,626
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,589,083 7,514,705
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,639,853
2 Enter amount from Part I, line 27a...................... 2 847,607
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 184,399
4 Add lines 1, 2, and 3.......................... 4 5,671,859
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 34,233
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 5,637,626
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 36.832 SHR EVERGREEN SELECT ADJUSTABLE RATE FUND CL I P 2009-10-22 2010-01-05
b 9918.92 SHR EVERGREEN SELECT ADJUSTABLE RATE FUND CL I   2009-07-01 2010-01-05
c 28 SHR IDEXX LABS INC   2009-10-22 2010-01-08
d 24 SHR IDEXX LABS INC   2009-10-12 2010-01-08
e 9 SHR INTUITIVE SURGICAL INC   2009-10-12 2010-01-08
931.099 SHR VANGUARD G N M A FUND INV#36   2009-12-09 2010-01-21
43 SHR CITRIX SYS INC   2009-10-12 2010-01-28
30 SHR MICROS SYS INC   2009-10-12 2010-02-03
57 SHR MICROS SYS INC   2009-10-22 2010-02-03
21 SHR MICROS SYS INC   2009-07-22 2010-02-03
28 SHR MICROS SYS INC   2009-07-22 2010-02-03
16 SHR MICROS SYS INC   2009-05-29 2010-02-03
7 SHR INTUITIVE SURGICAL INC   2009-10-22 2010-02-04
32 SHR MICROS SYS INC   2009-05-29 2010-02-04
106 SHR MICROS SYS INC   2009-05-29 2010-02-04
19 SHR MICROS SYS INC   2009-05-29 2010-02-05
5530.973 SHR EVERGREEN SELECT ADJUSTABLE RATE FUND CL I   2009-07-01 2010-02-09
20 SHR COSTCO WHSL CORP   2008-06-25 2010-02-16
9 SHR COSTCO WHSL CORP   2009-10-22 2010-02-16
42 SHR CISCO SYS INC   2008-06-23 2010-02-16
9 SHR MILLIPORE CORP.   2009-10-12 2010-02-16
9 SHR MILLIPORE CORP.   2009-10-12 2010-02-16
10 SHR MILLIPORE CORP.   2009-10-12 2010-02-16
64 SHR TRIMBLE NAV LTD   2009-10-12 2010-02-16
64 SHR MILLIPORE CORP.   2009-05-29 2010-02-22
32 SHR MILLIPORE CORP.   2009-10-12 2010-02-22
52 SHR MILLIPORE CORP.   2009-10-22 2010-02-22
63 SHR MILLIPORE CORP.   2009-05-29 2010-02-22
78 SHR MILLIPORE CORP.   2009-05-29 2010-03-01
5 SHR PETSMART INC   2009-10-22 2010-03-08
21 SHR PETSMART INC   2009-10-22 2010-03-08
63 SHR PETSMART INC   2009-10-22 2010-03-08
42 SHR PETSMART INC   2009-10-22 2010-03-08
17778.578 SHR VANGUARD G N M A FUND INV#36   2009-12-09 2010-03-10
35.102 SHR VANGUARD G N M A FUND INV#36   2009-12-31 2010-03-10
91.266 SHR VANGUARD G N M A FUND INV#36   2009-12-31 2010-03-10
38 SHR ACCENTURE PLC CL A   2009-12-31 2010-03-29
27 SHR ACCENTURE PLC CL A   2009-10-12 2010-03-29
2 SHR COGNIZANT TECH SOLUTIONS CL A   2009-10-22 2010-03-29
43 SHR COGNIZANT TECH SOLUTIONS CL A   2009-10-12 2010-03-29
39 SHR AMETEK INC   2009-10-22 2010-04-14
28 SHR AMETEK INC   2009-10-22 2010-04-14
8 SHR AMETEK INC   2009-10-12 2010-04-14
28 SHR AMETEK INC   2009-10-12 2010-04-15
6 SHR INTUITIVE SURGICAL INC   2009-10-22 2010-04-15
20 SHR AMETEK INC   2009-10-12 2010-04-15
47 SHR AMETEK INC   2009-10-12 2010-04-16
5 SHR AMETEK INC   2009-07-28 2010-04-16
44 SHR AMETEK INC   2009-07-28 2010-04-19
1 SHR AMETEK INC   2009-07-31 2010-04-20
38 SHR AMETEK INC   2009-05-29 2010-04-20
5 SHR AMETEK INC   2009-07-28 2010-04-20
23 SHR AMETEK INC   2009-07-31 2010-04-20
20 SHR AMETEK INC   2009-07-31 2010-04-20
125 SHR AMETEK INC   2009-05-29 2010-04-21
12 SHR SALESFORCE COM INC   2009-10-22 2010-04-26
16 SHR SALESFORCE COM INC   2009-10-12 2010-04-26
7 SHR APPLE INC   2009-10-22 2010-04-26
5086.47 SHR FEDERATED A R MS FUND #96 INSTL CL   2010-03-10 2010-05-07
36 SHR SALESFORCE COM INC   2009-10-12 2010-05-10
26 SHR SCHLUMBERGER LTD   2008-06-23 2010-05-10
47 SHR TRIMBLE NAV LTD   2009-10-12 2010-05-10
37 SHR TRIMBLE NAV LTD   2009-10-12 2010-05-10
11 SHR PETSMART INC   2009-10-22 2010-05-24
115 SHR PETSMART INC   2009-10-12 2010-05-24
105 SHR PETSMART INC   2009-10-12 2010-05-24
15 SHR PETSMART INC   2009-10-09 2010-05-24
53 SHR PETSMART INC   2009-10-09 2010-05-25
252 SHR PETSMART INC   2009-05-29 2010-05-25
23 SHR PETSMART INC   2009-05-29 2010-05-25
214 SHR PETSMART INC   2009-05-29 2010-05-26
55 SHR NETAPP INC   2009-10-22 2010-05-27
90 SHR NETAPP INC   2009-10-12 2010-05-27
4893.964 SHR BROWN ADVISORY CORE INTERNATIONAL FD CL I #1292   2009-10-12 2010-05-28
16949.153 SHR BROWN ADVISORY CORE INTERNATIONAL FD CL I #1292   2009-11-03 2010-05-28
12149.533 SHR BROWN ADVISORY CORE INTERNATIONAL FD CL I #1292   2009-06-01 2010-05-28
151 SHR ACCENTURE PLC CL A   2009-10-12 2010-06-02
4 SHR ACCENTURE PLC CL A   2009-10-22 2010-06-02
42 SHR COACH INC   2010-01-20 2010-06-03
10683.761 SHR GOLDMAN SACHS TRUST HIGH YIELD CL A   2010-03-10 2010-06-30
14705.882 SHR GOLDMAN SACHS TRUST HIGH YIELD CL A   2009-11-30 2010-06-30
24 SHR TRIMBLE NAV LTD   2009-10-12 2010-07-13
20 SHR TRIMBLE NAV LTD   2009-10-12 2010-07-14
6 SHR TRIMBLE NAV LTD   2009-10-22 2010-07-14
21 SHR TRIMBLE NAV LTD   2009-10-22 2010-07-15
27 SHR TRIMBLE NAV LTD   2009-10-22 2010-07-16
25 SHR TRIMBLE NAV LTD   2009-10-22 2010-07-19
24 SHR TRIMBLE NAV LTD   2009-10-22 2010-07-20
22 SHR TRIMBLE NAV LTD   2009-10-22 2010-07-21
27 SHR TRIMBLE NAV LTD   2009-05-29 2010-07-21
38 SHR TRIMBLE NAV LTD   2009-05-29 2010-07-22
58 SHR TRIMBLE NAV LTD   2009-05-29 2010-07-29
28 SHR COGNIZANT TECH SOLUTIONS CL A   2010-06-02 2010-08-05
34 SHR CITRIX SYS INC   2009-10-12 2010-08-05
16 SHR SALESFORCE COM INC   2009-10-12 2010-08-23
8312.552 SHR LAUDUS MONDRIAN INTL FI INS   2009-11-27 2010-08-26
11.781 SHR LAUDUS MONDRIAN INTL FI INS   2009-12-17 2010-08-26
6.037 SHR LAUDUS MONDRIAN INTL FI INS   2009-12-17 2010-08-26
6613.757 SHR LAUDUS MONDRIAN INTL FI INS   2010-03-10 2010-08-26
4562.044 SHR LAUDUS MONDRIAN INTL FI INS   2010-05-07 2010-08-26
44 SHR FMC TECHNOLOGIES INC   2010-05-10 2010-09-03
55 SHR STERICYCLE INC   2010-03-02 2010-09-03
18 SHR STERICYCLE INC   2010-02-25 2010-09-03
31 SHR DAVITA INC   2010-01-08 2010-09-03
14 SHR DAVITA INC   2010-01-11 2010-09-03
42 SHR CITRIX SYS INC   2009-10-12 2010-09-03
5 SHR CITRIX SYS INC   2009-10-22 2010-09-03
48570.93 SHR U S TREASURY I P S 2.500% 7/15/16   2009-06-01 2010-09-03
35832 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-09
54148.8 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-09
45688.5 SHR U S TREASURY I P S 2.125% 1/15/19   2009-06-01 2010-09-09
735.32 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-13
93041.14 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-14
438.84 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-15
315 SHR ULTRASHORT LEHMAN 7 10 YEAR   2010-01-14 2010-09-15
775 SHR ULTRASHORT LEHMAN BROS 20 YR   2009-11-03 2010-09-15
10141.988 SHR FEDERATED A R MS FUND #96 INSTL CL   2010-03-10 2010-09-16
30000 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-17
197673.91 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-23
21.6 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-07 2010-09-23
1014.34 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-08 2010-09-23
51290.15 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-10 2010-09-23
33 SHR ALBERTO CULVER CO   2009-10-02 2010-09-27
123 SHR ALBERTO CULVER CO   2009-10-12 2010-09-27
1252.59 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-10 2010-10-04
46246.952 SHR FEDERATED A R MS FUND #96 INSTL CL   2010-03-10 2010-10-04
59 SHR ALBERTO CULVER CO   2009-10-12 2010-10-05
101 SHR ALBERTO CULVER CO   2009-10-22 2010-10-05
16 SHR ALBERTO CULVER CO   2009-10-22 2010-10-08
66 SHR ALBERTO CULVER CO   2009-05-29 2010-10-08
18 SHR ALBERTO CULVER CO   2009-05-29 2010-10-08
100 SHR ALBERTO CULVER CO   2009-05-29 2010-10-11
100 SHR ALBERTO CULVER CO   2009-05-29 2010-10-13
1103.5 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-10 2010-10-15
286.72 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-14 2010-10-15
143 SHR ALBERTO CULVER CO   2009-05-29 2010-10-18
4 SHR SALESFORCE COM INC   2009-10-12 2010-10-19
6 SHR SALESFORCE COM INC   2009-05-29 2010-10-19
20 SHR CITRIX SYS INC   2009-10-22 2010-10-19
21857.923 SHR WELLS FARGO ADJ RATE   2010-10-04 2010-10-20
10 SHR COGNIZANT TECH SOLUTIONS CL A   2010-06-02 2010-10-20
14 SHR COGNIZANT TECH SOLUTIONS CL A   2009-10-12 2010-10-20
30 SHR NETAPP INC   2009-10-12 2010-10-20
50247.57 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-14 2010-10-21
38281.95 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-20 2010-10-21
1976.82 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-21 2010-10-21
123.12 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-10-21
2260.61 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-27 2010-10-21
5863.92 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-30 2010-10-21
70.14 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-01 2010-10-21
1633.06 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-05 2010-10-21
4417.27 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-05 2010-10-21
7.28 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-06 2010-10-21
103.65 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-07 2010-10-21
932.83 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-07 2010-10-21
42.97 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-08 2010-10-21
1400.55 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-14 2010-10-21
226.49 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-15 2010-10-21
182.78 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-18 2010-10-21
42228.99 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-21
193.56 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-22
30965.29 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-25
9022.07 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-26
97.53 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-29
32 SHR SCHLUMBERGER LTD   2008-06-23 2010-10-29
31 SHR ALLERGAN INC   2010-03-02 2010-10-29
2 SHR ALLERGAN INC   2009-11-16 2010-10-29
31 SHR COGNIZANT TECH SOLUTIONS CL A   2009-10-12 2010-10-29
424.09 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-11-03
49 SHR NETAPP INC   2009-10-12 2010-11-12
1 SHR NETAPP INC   2009-05-29 2010-11-12
1160 SHR ULTRASHORT LEHMAN BROS 20 YR   2009-11-03 2010-11-18
6 SHR JACOBS ENGR GROUP INC   2009-10-22 2010-11-18
23 SHR JACOBS ENGR GROUP INC   2009-10-12 2010-11-18
24 SHR JACOBS ENGR GROUP INC   2009-01-12 2010-11-18
49 SHR JACOBS ENGR GROUP INC   2009-10-22 2010-11-18
8 SHR JACOBS ENGR GROUP INC   2009-10-12 2010-11-18
37 SHR JACOBS ENGR GROUP INC   2009-10-12 2010-11-19
2110 SHR IPATH DOW JONES UBS COMMODITY   2010-01-05 2010-11-19
700 SHR IPATH DOW JONES UBS COMMODITY   2010-10-20 2010-11-19
17 SHR JACOBS ENGR GROUP INC   2009-10-12 2010-11-19
29 SHR JACOBS ENGR GROUP INC   2009-05-29 2010-11-19
1 SHR JACOBS ENGR GROUP INC   2009-05-29 2010-11-19
85000 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-11-22
130 SHR JACOBS ENGR GROUP INC   2009-05-29 2010-11-22
32 SHR JACOBS ENGR GROUP INC   2009-07-28 2010-11-22
1 SHR JACOBS ENGR GROUP INC   2009-11-18 2010-11-22
48 SHR JACOBS ENGR GROUP INC   2009-11-18 2010-11-22
57 SHR JACOBS ENGR GROUP INC   2009-11-18 2010-11-23
92 SHR JACOBS ENGR GROUP INC   2009-12-02 2010-11-23
1334.35 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-11-29
49 SHR SALESFORCE COM INC   2009-05-29 2010-11-30
1693.28 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-12-01
2244.89 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-27 2010-12-01
0.03 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-28 2010-12-01
12.74 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-02 2010-12-01
3559.03 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-03 2010-12-01
1115.85 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-04 2010-12-01
1032.14 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-05 2010-12-01
65.43 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-09 2010-12-01
17.7 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-10 2010-12-01
85.69 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-12 2010-12-01
84.69 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-16 2010-12-01
5482.456 SHR WELLS FARGO ADJ RATE   2010-10-04 2010-12-06
33 SHR COACH INC   2010-01-20 2010-12-06
2 SHR COACH INC   2009-10-12 2010-12-06
52 SHR URBAN OUTFITTERS INC   2010-05-26 2010-12-06
26 SHR COSTCO WHSL CORP   2009-10-22 2010-12-06
26 SHR COSTCO WHSL CORP   2009-10-22 2010-12-07
52 SHR URBAN OUTFITTERS INC   2010-05-26 2010-12-07
35 SHR COACH INC   2009-10-12 2010-12-07
168.66 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-16 2010-12-09
102.16 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-17 2010-12-09
347.49 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-23 2010-12-09
13517.6 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-23 2010-12-09
599.06 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-23 2010-12-10
16501.65 SHR WELLS FARGO ADJ RATE   2010-10-04 2010-12-10
28734.86 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-23 2010-12-13
1078.32 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-24 2010-12-13
2389.48 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-26 2010-12-13
9.14 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-02 2010-12-13
3516.59 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-03 2010-12-13
1453.74 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-03 2010-12-13
50000 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-07 2010-12-13
1018.63 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-07 2010-12-13
84676.77 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-13 2010-12-13
240 SHR ULTRASHORT LEHMAN BROS 20 YR   2009-11-03 2010-12-15
925 SHR ULTRASHORT LEHMAN BROS 20 YR   2010-08-19 2010-12-15
65 SHR ULTRASHORT LEHMAN 7 10 YEAR   2010-01-14 2010-12-15
875 SHR ULTRASHORT LEHMAN 7 10 YEAR   2010-08-19 2010-12-15
95 SHR CANADIAN NATURAL RESOURCES LTD   2009-10-12 2010-12-31
10 SHR SCHLUMBERGER LTD   2008-06-23 2010-12-31
25 SHR SCHLUMBERGER LTD   2008-10-03 2010-12-31
7 SHR SCHLUMBERGER LTD   2009-10-22 2010-12-31
95 SHR CANADIAN NATURAL RESOURCES LTD   2009-10-12 2010-12-31
10 SHR SCHLUMBERGER LTD   2008-06-23 2010-12-31
25 SHR SCHLUMBERGER LTD   2008-10-03 2010-12-31
7 SHR SCHLUMBERGER LTD   2009-10-22 2010-12-31
419 SHR DUKE ENERGY CORP   2010-09-21 2010-09-22
1108.26 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-09-28
98 SHR MAGELLAN MIDSTREAM PARTNERS LP   2010-09-21 2010-09-28
2340.69 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-09-29
257.32 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-09-30
34.09 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-10-01
779.7 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-10-06
1657.6 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-10-07
1307.92 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-24 2010-10-25
7537.68 SHR DWS CASH ACC TAX EX PT CSH INST   2010-09-27 2010-10-25
0.33 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-04 2010-10-25
91.44 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-08 2010-10-25
80.91 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-14 2010-10-25
102 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-15 2010-10-25
42.72 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-20 2010-10-25
84.75 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-25
135122.19 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-25
405.41 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-10-29
1854.5 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-11-02
161 SHR VERIZON COMMUNICATIONS INC   2010-09-21 2010-11-09
93 SHR VERIZON COMMUNICATIONS INC   2010-10-20 2010-11-09
6224.68 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-11-17
1873.56 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-11-22
168 SHR AMERICAN EAGLE OUTFITTERS INC   2010-09-21 2010-11-23
98 SHR AMERICAN EAGLE OUTFITTERS INC   2010-10-20 2010-11-23
27 SHR EXXON MOBIL CORP   2010-09-28 2010-11-30
83 SHR EXXON MOBIL CORP   2010-10-20 2010-11-30
2 SHR EXXON MOBIL CORP   2010-09-21 2010-11-30
741.65 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-12-06
2209.04 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-12-08
1568.97 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-21 2010-12-14
443.1 SHR DWS CASH ACC TAX EX PT CSH INST   2010-10-29 2010-12-14
78.49 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-01 2010-12-14
51.15 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-05 2010-12-14
30.38 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-08 2010-12-14
101.46 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-15 2010-12-14
8409.34 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-15 2010-12-14
4513.91 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-29 2010-12-14
90.72 SHR DWS CASH ACC TAX EX PT CSH INST   2010-11-30 2010-12-14
186.67 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-01 2010-12-14
1.65 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-02 2010-12-14
123.75 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-02 2010-12-14
6116.26 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-03 2010-12-14
398.27 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-09 2010-12-14
268.58 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-10 2010-12-14
109.82 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-13 2010-12-14
117295.18 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-13 2010-12-14
2850.76 SHR DWS CASH ACC TAX EX PT CSH INST   2010-12-13 2010-12-15
ESTATE OF LEO BERNSTEIN LTCG P 2009-09-30 2010-12-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 333   332 1
b 89,667   89,270 397
c 1,567   1,441 126
d 1,343   1,204 139
e 2,780   2,286 494
10,000   10,102 -102
1,824   1,855 -31
873   914 -41
1,659   1,586 73
611   557 54
818   742 76
468   420 48
2,273   1,764 509
895   841 54
2,926   2,786 140
507   499 8
50,000   49,779 221
1,192   1,400 -208
536   524 12
1,004   1,035 -31
622   645 -23
622   645 -23
688   717 -29
1,585   1,404 181
5,482   4,019 1,463
2,970   2,293 677
4,826   3,698 1,128
5,847   3,956 1,891
8,164   4,898 3,266
149   125 24
622   523 99
1,884   1,569 315
1,244   1,046 198
192,009   192,898 -889
379   374 5
986   973 13
1,611   1,585 26
1,145   1,064 81
102   81 21
2,198   1,696 502
1,656   1,407 249
1,188   1,010 178
339   281 58
1,185   983 202
2,336   1,512 824
847   702 145
1,969   1,650 319
209   166 43
1,826   1,458 368
42   33 9
1,589   1,189 400
209   166 43
960   751 209
836   653 183
5,253   3,913 1,340
1,064   746 318
1,418   993 425
1,883   1,447 436
50,000   49,644 356
3,049   2,235 814
1,717   2,786 -1,069
1,403   1,031 372
1,094   812 282
351   274 77
3,670   2,619 1,051
3,372   2,391 981
482   335 147
1,639   1,185 454
7,795   5,090 2,705
709   465 244
6,660   4,323 2,337
2,087   1,568 519
3,415   2,563 852
25,742   30,000 -4,258
89,153   100,000 -10,847
63,907   65,000 -1,093
5,516   5,952 -436
146   152 -6
1,757   1,494 263
72,982   75,000 -2,018
100,457   100,000 457
709   527 182
594   439 155
178   130 48
618   456 162
770   586 184
707   543 164
670   521 149
626   478 148
768   513 255
1,097   722 375
1,647   1,101 546
1,701   1,392 309
1,953   1,466 487
1,795   993 802
96,675   100,000 -3,325
137   135 2
70   69 1
76,918   75,000 1,918
53,057   50,000 3,057
2,930   2,825 105
3,671   3,084 587
1,201   994 207
1,988   1,892 96
898   853 45
2,609   1,811 798
311   193 118
54,149   53,542 607
35,832   35,832  
54,149   54,149  
50,373   46,821 3,552
735   735  
93,041   93,041  
439   439  
12,738   16,578 -3,840
25,544   35,635 -10,091
100,000   98,986 1,014
30,000   30,000  
197,674   197,674  
22   22  
1,014   1,014  
51,290   51,290  
1,240   910 330
4,623   3,351 1,272
1,253   1,253  
455,070   451,370 3,700
2,213   1,607 606
3,788   2,694 1,094
602   427 175
2,483   1,528 955
678   417 261
3,749   2,315 1,434
3,761   2,315 1,446
1,104   1,104  
287   287  
5,370   3,310 2,060
418   248 170
627   226 401
1,139   771 368
200,000   199,563 437
662   497 165
926   552 374
1,565   854 711
50,248   50,248  
38,282   38,282  
1,977   1,977  
123   123  
2,261   2,261  
5,864   5,864  
70   70  
1,633   1,633  
4,417   4,417  
7   7  
104   104  
933   933  
43   43  
1,401   1,401  
226   226  
183   183  
42,229   42,229  
194   194  
30,965   30,965  
9,022   9,022  
98   98  
2,219   3,430 -1,211
2,228   1,871 357
144   120 24
2,042   1,223 819
424   424  
2,658   1,395 1,263
54   19 35
43,058   52,997 -9,939
248   275 -27
950   1,021 -71
981   1,171 -190
2,003   2,247 -244
332   355 -23
1,490   1,642 -152
92,404   91,025 1,379
30,655   30,807 -152
684   754 -70
1,168   1,235 -67
41   43 -2
85,000   85,000  
5,121   5,538 -417
1,261   1,294 -33
39   39  
1,877   1,873 4
2,210   2,224 -14
3,566   3,250 316
1,334   1,334  
6,928   1,847 5,081
1,693   1,693  
2,245   2,245  
       
13   13  
3,559   3,559  
1,116   1,116  
1,032   1,032  
65   65  
18   18  
86   86  
85   85  
50,000   50,055 -55
1,841   1,174 667
112   69 43
1,966   1,920 46
1,794   1,513 281
1,809   1,513 296
1,954   1,920 34
1,971   1,211 760
169   169  
102   102  
347   347  
13,518   13,518  
599   599  
150,000   150,660 -660
28,735   28,735  
1,078   1,078  
2,389   2,389  
9   9  
3,517   3,517  
1,454   1,454  
50,000   50,000  
1,019   1,019  
84,677   84,677  
9,602   11,035 -1,433
37,009   29,304 7,705
2,855   3,421 -566
38,432   35,221 3,211
4,224   3,446 778
834   1,072 -238
2,086   1,837 249
584   477 107
4,224   3,446 778
834   1,072 -238
2,086   1,837 249
584   477 107
7,538   7,465 73
1,108   1,108  
4,970   4,950 20
2,341   2,341  
257   257  
34   34  
780   780  
1,658   1,658  
1,308   1,308  
7,538   7,538  
       
91   91  
81   81  
102   102  
43   43  
85   85  
135,122   135,122  
405   405  
1,855   1,855  
5,330   5,152 178
3,079   3,033 46
6,225   6,225  
1,874   1,874  
2,851   2,483 368
1,663   1,605 58
1,869   1,666 203
5,746   5,471 275
138   123 15
742   742  
2,209   2,209  
1,569   1,569  
443   443  
78   78  
51   51  
30   30  
101   101  
8,409   8,409  
4,514   4,514  
91   91  
187   187  
2   2  
124   124  
6,116   6,116  
398   398  
269   269  
110   110  
117,295   117,295  
2,851   2,851  
2,157     2,157
      13,030
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1
b       397
c       126
d       139
e       494
      -102
      -31
      -41
      73
      54
      76
      48
      509
      54
      140
      8
      221
      -208
      12
      -31
      -23
      -23
      -29
      181
      1,463
      677
      1,128
      1,891
      3,266
      24
      99
      315
      198
      -889
      5
      13
      26
      81
      21
      502
      249
      178
      58
      202
      824
      145
      319
      43
      368
      9
      400
      43
      209
      183
      1,340
      318
      425
      436
      356
      814
      -1,069
      372
      282
      77
      1,051
      981
      147
      454
      2,705
      244
      2,337
      519
      852
      -4,258
      -10,847
      -1,093
      -436
      -6
      263
      -2,018
      457
      182
      155
      48
      162
      184
      164
      149
      148
      255
      375
      546
      309
      487
      802
      -3,325
      2
      1
      1,918
      3,057
      105
      587
      207
      96
      45
      798
      118
      607
       
       
      3,552
       
       
       
      -3,840
      -10,091
      1,014
       
       
       
       
       
      330
      1,272
       
      3,700
      606
      1,094
      175
      955
      261
      1,434
      1,446
       
       
      2,060
      170
      401
      368
      437
      165
      374
      711
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      -1,211
      357
      24
      819
       
      1,263
      35
      -9,939
      -27
      -71
      -190
      -244
      -23
      -152
      1,379
      -152
      -70
      -67
      -2
       
      -417
      -33
       
      4
      -14
      316
       
      5,081
       
       
       
       
       
       
       
       
       
       
       
      -55
      667
      43
      46
      281
      296
      34
      760
       
       
       
       
       
      -660
       
       
       
       
       
       
       
       
       
      -1,433
      7,705
      -566
      3,211
      778
      -238
      249
      107
      778
      -238
      249
      107
      73
       
      20
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      178
      46
       
       
      368
      58
      203
      275
      15
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      2,157
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 48,784
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 171,791 4,999,165 0.034364
2008 151,294 3,445,989 0.043904
2007 153,577 2,692,733 0.057034
2006 120,946 1,678,292 0.072065
2005 116,391 1,634,542 0.071207
2 Total of line 1, column (d) ...................... 2 0.278574
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.055715
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 5,540,181
5 Multiply line 4 by line 3....................... 5 308,671
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,263
7 Add lines 5 and 6......................... 7 309,934
8 Enter qualifying distributions from Part XII, line 4.............. 8 321,051
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,263
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,263
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,263
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 15,783
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,783
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 14,520
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet14,520 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (202) 333-9000
    Located atbullet3299 K STREET NWWASHINGTONDC ZIP+4bullet20007
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    RICHARD BERNSTEIN VICE PRES.
    0     		0    
    1054 31ST STREET NW
    WASHINGTON,DC20007
    MAUREE JANE PERRY SECRETARY
    0     		0    
    2606 JACKSON STREET
    SAN FRANCISCO,CA94115
    ADAM K BERNSTEIN TREASURER
    0     		0    
    4409 KLINGLE STREET
    WASHINGTON,DC20016
    AMI BECKER ARONSON MANAGING EXECUTIVE DIRECTOR
    0     		15,000    
    6917 ANCHORAGE DRIVE
    BETHESDA,MD20817
    STUART BERNSTEIN PRESIDENT
    0     		0    
    Il Lugano - 300 Seminole Avenue
    Palm Beach,FL33480
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NOT APPLICABLE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,416,302
    b
    Average of monthly cash balances.......................
    1b
    208,247
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,624,549
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment..............
    1e
    1,874,205
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    5,624,549
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    84,368
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,540,181
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    277,009
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    277,009
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,263
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,263
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    275,746
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    275,746
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    275,746
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    321,051
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    321,051
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    1,263
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    319,788
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 275,746
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:2008, 2007, 2006 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006....... 35,646
    c From 2007....... 21,634
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 57,280
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 321,051
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 275,746
    e Remaining amount distributed out of corpus 45,305
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 102,585
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		102,585
    10 Analysis of line 9:
    a Excess from 2006.... 35,646
    b Excess from 2007.... 21,634
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010.... 45,305
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    WAYSIDE FOUNDATION OF AMERICAN HISTORY & ARTS
    33229 Old Valley Pike
    Strasburg,VA22657     		Not Applicable Charitable Community service 48,723
    THE PRESIDENT'S COMMITTEE ON THE ARTS & HUMANITIES
    1828 L St NW
    Suite 1050
    Washington,DC20036     		Not Applicable Charitable Community service 25,000
    GEORGETOWN UNIVERSITY
    3700 O St NW
    Washington,DC20057     		Not Applicable Charitable Community service. 5,000
    GLEN ECHO PARK PARTNERSHIP
    7300 MacArthur Blvd
    Glen Echo,MD20812     		Not Applicable Charitable Community service 10,000
    SIXTH & I HISTORIC SYNAGOGUE
    600 I Street NW
    Washington,DC20001     		Not Applicable Charitable Community service 10,000
    US HOLOCAUST MEMORIAL MUSEUM
    100 Raoul Wallenberg Place SW
    Washington,DC20024     		Not Applicable Charitable Community service. 20,000
    JEWISH HISTORICAL SOCIETY
    701 4th St NW
    Washington,DC20001     		Not Applicable Charitable. Community service. 1,000
    TRUST FOR THE NATIONAL MALL
    PO Box 96475
    Washington,DC20090     		Not Applicable Charitable Community service. 10,000
    SPECTRUM DANCE THEATER
    800 Lake Washington Blvd
    Seattle,WA98122     		Not Applicable Charitable Community service. 2,000
    CULTURAL TOURISM DC
    1250 H St NW
    Suite 1000
    Washington,DC20005     		Not Applicable Charitable Community service. 10,000
    JEWISH WOMEN INTERNATIONAL
    2000 M St NW
    Suite 720
    Washington,DC20036     		Not Applicable Charitable Community service 500
    WITNESS
    80 Hanson Place
    5th Floor
    Brooklyn,NY11217     		Not Applicable Charitable Community service 1,000
    SILVER SPRINGS JEWISH COMMUNITY CENTER
    6125 Montrose Rd
    Rockville,MD20852     		Not Applicable Charitable Community service 5,000
    LUBAVITCH
    700 13th St NW
    Washington,DC20005     		Not Applicable Charitable Community service 15,000
    GESHER JEWISH DAY SCHOOL
    4700 Shirley Gate Rd
    Fairfax,VA22030     		Not Applicable Charitable Community service 10,000
    HOPECAM
    12110 Sunse Hills Rd
    Suite 100
    Reston,VA20190     		Not Applicable Charitable Community service 500
    ANTI-DEFAMATION LEAGUE
    605 Third Ave
    New York,NY10158     		Not Applicable Charitable Community service 2,500
    AUTISM SPEAKS
    1 E 33rd St
    4th Floor
    New York,NY10016     		Not applicable Charitable Community service 1,000
    BAY AREA JEWISH HEALING CENTER
    3330 Geary Blvd
    3rd Floor West
    San Francisco,CA94118     		Not Applicable Charitable Community service 3,000
    C&O CANAL TRUST
    1850 Dual Highway
    Suite 100
    Hagerstown,MD21740     		Not Applicable Charitable Community service 1,000
    CANCER SCHMANCER FOUNDATION
    PO Box 2760
    Reston,VA20195     		Not Applicable Charitable Community service 2,500
    CHILDREN'S HOSPITAL FOUNDATION
    111 Michigan Ave NW
    Washington,DC20010     		Not Applicable Charitable Community service 500
    HEBREW HOME OF GREATER WASHINGTON
    6111 Montrose Rd
    Rockville,MD20852     		Not Applicable Charitable Community service 3,000
    HOPE FOR HYPOTHALAMIC HAMARTOMA
    PO Box 721
    Waddell,AZ85355     		Not Applicable Charitable Community service 500
    JEWISH VOCATIONAL SERVICE
    216 West Jackson Blvd
    Suite 700
    Chicago,IL60606     		Not Applicable Charitable Community service 3,000
    KOLLEL VILNA
    3299 K St NW
    Suite 700
    Washington,DC20007     		Not Applicable Charitable Community service 6,000
    MERITUS COLLEGE FUND
    PO Box 29024
    San Francisco,CA94129     		Not Applicable Charitable Community service 6,000
    MOVERMOMS
    7101 Loch Lomond Dr
    Bethesda,MD20817     		Not Applicable Charitable Community service 500
    SONOMA COMMUNITY CENTER
    276 E Napa St
    Sonoma,CA95476     		Not Applicable Charitable Community service 5,000
    SOS OUTREACH
    910 Nottingham Rd
    N-12
    Avon,CO81620     		Not Applicable Charitable Community service 2,000
    STONE SOUP FILMS
    3121 South St NW
    Washington,DC20007     		Not Applicable Charitable Community service 1,000
    THE IDEAL SCHOOL OF MANHATTAN
    4 W 76th St
    New York,NY10023     		Not Applicable Charitable Community service 500
    THE SEED FOUNDATION
    1776 Massachusetts Ave NW
    Washington,DC20036     		Not Applicable Charitable Community service 2,000
    WOMEN FOR WOMEN INTERNATIONAL
    4455 Connecticut Ave NW
    Suite 200
    Washington,DC20008     		Not Applicable Charitable Community service 3,000
    WORLD DANCE THEATER
    43-18 42 St2R
    Sunnyside,NY11104     		Not Applicable Charitable Community service 2,500
    PURKAL YOUTH DEVELOPMENT SOCIETY
    Purkal Village PO
    Bhagwantpur, Dehradun,Uttarakhand248009
    IN     		Not Applicable Charitable Community service 1,000
    SASHA BRUCE YOUTHWORK INC
    741 8th St SE
    Washington,DC20003     		Not Applicable Charitable Community service 10,000
    OPEN DOR FOUNDATION
    5502 Western Ave
    Chevy Chase,MD20815     		Not Applicable Charitable Community service 10,000
    WASHINGTON PROJECT FOR THE ARTS
    2023 Massachusetts Ave NW
    Washington,DC20036     		Not Applicable Charitable Community service 15,000
    WASHINGTON AREA WOMEN'S FOUNDATION
    14111 K St NW
    Suite 800
    Washington,DC20005     		Not Applicable Charitable Community service 10,000
    THE EXPERIMENT IN INTERNATIONAL LIVING
    1 Kipling Rd
    Brattleboro,VT05302     		Not Applicable Charitable Community service 10,000
    SIBLEY MEMORIAL HOSPITAL FOUNDATION
    5255 Loughboro Rd NW
    Washington,DC20016     		Not Applicable Charitable Community service 10,000
    THE ASPEN INSTITUTE
    1 Dupont Cir NW
    Suite 700
    Washington,DC20036     		Not Applicable Charitable Community service 5,000
    Total .................................bullet 3a 290,223
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 7,657  
    4 Dividends and interest from securities....     14 171,955  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 12,385  
    8Gain or (loss) from sales of assets other than inventory     18 48,784  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   240,781  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13240,781
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    Employer identification number

    52-6041822
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson         		Employer identification number

    52-6041822
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    Misc Donations    
    3299 K Street NW Suite 700
       
    Washington, DC   20007

    		$5,955




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    Estate of Leo Bernstein    
    3299 K Street NW Suite 700
       
    Washington, DC   20007

    		$250,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    3
     
     

    Wayside Museum of American History    
    33229 Old Valley Pike
       
    Strasburg, VA   22657

    		$781,343




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    4
     
     

    Stuart Bernstein    
    Il Lugano-300 Seminole Ave
       
    Palm Beach, FL   33480

    		$5,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    5
     
     

    Richard Bernstein    
    757 17th Street SE
       
    Fort Lauderdale, FL   33316

    		$5,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson         		Employer identification number

    52-6041822
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson         		Employer identification number

    52-6041822
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 CashDeemedCharitableExplnStmt
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Explanation:
    Other assets reduced from $1,701,313 to zero; average securities value reduced by $172,892 to provide for $1,874,021 of contract claims from refunding agreement

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIP. 1998-06-29 714 714 DDB 5        
    STRASBURG LAND 2006-01-23 20,000   L          
    WAREHOUSE 2006-01-23 180,000 18,275 M39   4,615      
    APPLE COMPUTER 2007-04-27 3,048 2,170 M5   351      

    TY 2010 ExplnOfNonFilingWithAGStmt
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Statement:
    DC does not require the organization to submit its form 990-PF.

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MANAGED PORTFOLIOS 5,806,718 6,684,306

    TY 2010 InvestmentsOtherSchedule2
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISRAEL STATE BONDS   1,000 1,000
    CERTIFICATES OF DEPOSIT   269,324 269,324
    BROWN ADVISORY INVESTORS, LLP   88,784 87,495

    TY 2010 LandEtcSchedule2
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2010 OtherDecreasesSchedule
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Description Amount
    FEDERAL TAXES 13,099
    TAXABLE INCOME NOT RECORDED ON BOOKS 21,134


    TY 2010 OtherExpensesSchedule
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER SOFTWARE SUPPLIES 1,435 1,292   143
    OFFICE SUPPLIES 250 225   25
    MEALS & ENTERTAINMENT 1,037 933   104
    BANK CHARGES 91 91    
    MISC 4,995 4,496   499
    TRAINING & EDUCATION 1,607 1,446   161
    REAL ESTATE TAXES 3,672 3,672    
    CLEANING 420 378   42
    INSURANCE 4,273 4,273    
    SEMINARS 765 689   76
    POSTAGE AND DELIVERY 223 201   22
    BAD DEBT LOSS 39,122 39,122    
    INVESTMENT EXPENSES 32,858 32,858    
    PARKING 56 50   6
    COMPUTER SUPPORT 350 315   35


    TY 2010 OtherIncomeSchedule2
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Late Fees 615 615  
    Miscellaneous 9,677 9,677  
    Brown Advisory Income 2,074 2,074  
    Estate of Leo Bernstein 19 19  


    TY 2010 OtherIncreasesSchedule
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Description Amount
    TAX EXEMPT INTEREST 376
    UNREALIZED GAIN 184,023


    TY 2010 OtherLiabilitiesSchedule
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Description Beginning of Year - Book Value End of Year - Book Value
    ASSETS SUBJECT TO CONTRACT CLAIMS 1,874,205 1,874,205


    TY 2010 OtherNotesLoansRcvblShortSch2
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Name of 501(c)(3) Organization Balance Due
    DARREL BATES
          		100,000
    J DRISCOLL
          		66,630
    FRENCH & INDIAN WAR FOUNDATION
          		0
    DAVID MALBUFF
          		0
    F&CRABILL INC
          		95,257
    D PITCOCK
          		455,966
    V DANIELS
          		0
    ERASKAUSAS
          		119,531


    TY 2010 ReductionExplanationStatement
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Explanation:
    ASSETS SUBJECT TO CONTRACT CLAIMS

    TY 2010 TaxesSchedule
    Name:
    Leo M Bernstein Family Foundation
    Attn Ami Becker Aronson
    EIN: 52-6041822
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,350 2,350