Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
VIOLA W BERNARD FOUNDATION CO CARY A KOPLIN
 

Number and street (or P.O. box number if mail is not delivered to street address)NEUBERGER BERMAN LLC605 3RD AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10158
A Employer identification number

13-2621140
B Telephone number (see instructions)

(212) 476-9145
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,091,239J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 72,021 72,021  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 500,791
b Gross sales price for all assets on line 6a 1,930,199
7 Capital gain net income (from Part IV, line 2)... 500,791
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).......      
12 Total. Add lines 1 through 11........ 572,812 572,812  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 0   10,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,500 4,500   2,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,504 1,185   320
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,914 0   2,914
22 Printing and publications.......... 135 0   135
23 Other expenses (attach schedule)....... Click to see attachment 90,835 60,508   30,327
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,888 66,193   45,696
25 Contributions, gifts, grants paid........ 10,241 10,241
26 Total expenses and disbursements. Add lines 24 and 25 122,129 66,193   55,937
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 450,683
b Net investment income (if negative, enter -0-) 506,619
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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...............      
2 Savings and temporary cash investments.......... 520,331 649,594 649,594
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)........ 2,692,654 Click to see attachment3,014,074 4,441,645
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 3,212,985 3,663,668 5,091,239
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22).......... 0 0
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 721,035 721,035
29 Retained earnings, accumulated income, endowment, or other funds 2,491,950 2,942,633
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,212,985 3,663,668
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,212,985 3,663,668
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 3,212,985
2 Enter amount from Part I, line 27a..................... 2 450,683
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,663,668
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,663,668
Form 990-PF (2013)
Form 990-PF (2013)
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 AMERICAN INTERNATION GROUP   2013-02-11 2013-10-24
b AMERICAN INTERNATION GROUP   2013-02-04 2013-12-09
c ADT CORPORATION   2012-08-01 2013-04-03
d AGRIUM   2013-01-17 2013-03-22
e CAPITAL ONE   2012-03-15 2013-03-01
EBAY   2013-04-25 2013-11-21
GOOGLE   2012-01-27 2013-01-17
GENERAL ELECTRIC   2012-07-23 2013-04-23
KINDER MORGAN   2013-08-30 2013-12-06
KANSAS CIT   2012-06-07 2013-05-20
MOTOROLA SOLUTIONS   2012-10-03 2013-07-26
MOTOROLA SOLUTIONS   2012-10-05 2013-07-26
OGE ENERGY CORP   2012-08-08 2013-05-28
PIONEER   2013-02-15 2013-10-24
RANGE RESOURCES   2013-07-25 2013-11-13
RANGE RESOURCES   2013-05-08 2013-11-13
SPDR GOLD TR   2012-09-25 2013-02-14
AMERICAN INTERNATION GROUP   2012-09-11 2013-12-09
AMERICAN INTERNATION GROUP   2012-09-11 2013-12-09
AMERICAN INTERNATION GROUP   2012-08-14 2013-12-09
BLACKROCK   2010-11-08 2013-10-24
BLACKROCK   2011-05-27 2013-10-24
BOEING CO   2012-07-05 2013-10-24
BOEING CO   2012-07-05 2013-11-21
CAPITAL ONE   2012-02-08 2013-03-01
EBAY   2011-10-27 2013-11-21
GENERAL ELECTRIC   2012-03-16 2013-04-23
ITC HOLDING   2007-11-14 2013-10-24
INTERNATIONAL BUSINESS MACHINES   2009-10-14 2013-04-23
KINDER MORGAN   2011-11-10 2013-10-24
KINDER MORGAN   2011-11-10 2013-12-06
KANSAS CIT   2011-11-03 2013-05-20
PALL CORP   2010-04-13 2013-05-09
PALL CORP   2010-04-30 2013-05-09
PRAXAIR   2010-08-02 2013-02-04
PRAXAIR   2011-02-11 2013-02-04
PRAXAIR   2009-08-21 2013-02-04
SUNCOR   2004-05-21 2013-02-14
SUNCOR   2003-10-31 2013-02-14
SUNCOR   2003-10-31 2013-03-20
UNITED PARCELS SVC   2011-02-11 2013-10-03
UNITED PARCELS SVC   2010-02-02 2013-10-03
UNITED PARCELS SVC   2011-06-01 2013-10-03
UNITED PARCELS SVC   2010-09-02 2013-10-03
UNITED PARCELS SVC   2010-07-23 2013-10-03
VISA INC   2011-07-12 2013-08-01
ANHEUSER BUSCH   2013-04-18 2013-09-19
ANHEUSER BUSCH   2013-04-18 2013-10-22
ARIAD PHARMACEUTICALS   2012-12-19 2013-10-09
ARIAD PHARMACEUTICALS   2012-12-24 2013-10-09
ARIAD PHARMACEUTICALS   2012-12-21 2013-10-09
ARIAD PHARMACEUTICALS   2012-12-26 2013-10-09
ARIAD PHARMACEUTICALS   2012-12-18 2013-10-09
ARIAD PHARMACEUTICALS   2013-02-19 2013-10-09
ARIAD PHARMACEUTICALS   2009-12-17 2013-10-09
BRISTOL MYERS SQUIBB   2012-09-25 2013-04-12
CENOVUS ENERGY   2013-02-14 2013-12-19
CENOVUS ENERGY   2013-01-29 2013-12-19
CENOVUS ENERGY   2013-01-28 2013-12-19
CENOVUS ENERGY   2013-08-12 2013-12-18
DUNKIN BRANDS   2012-03-30 2013-01-14
DUNKIN BRANDS   2012-08-16 2013-01-14
DANAHER CORP   2012-07-19 2013-01-09
DOVER CORP   2012-03-26 2013-03-25
EXPRESS SCRIPTS   2012-11-06 2013-06-21
ESTEE LAUDER   2012-11-05 2013-10-25
L BRANDS   2013-01-03 2013-06-04
L BRANDS   2012-12-13 2013-06-04
L BRANDS   2013-01-03 2013-08-05
NOVARTIS AG   2012-04-19 2013-01-23
NOVARTIS AG   2012-04-20 2013-01-23
ORACLE   2013-03-21 2013-11-15
SIRONA DENTAL   2013-09-19 2013-11-11
SIRONA DENTAL   2013-09-20 2013-11-12
SIRONA DENTAL   2013-09-19 2013-11-12
SIRONA DENTAL   2013-09-20 2013-11-13
SCHLUMBERGER   2012-12-14 2013-07-22
SOTHEBYS   2012-10-05 2013-01-28
SOTHEBYS   2012-10-05 2013-01-29
SOTHEBYS   2012-10-08 2013-01-29
SOTHEBYS   2012-10-04 2013-09-24
SOTHEBYS   2012-11-12 2013-11-01
TYCO INTERNATIONAL   2012-10-02 2013-07-11
VARIAN MEDICAL   2012-07-26 2013-07-25
WHITEWAVE   2013-06-07 2013-11-15
AMERICAN EXPRESS P 2010-10-07 2013-05-31
APPLE INC P 2010-07-22 2013-08-05
APPLE INC P 2010-05-05 2013-08-05
CHEVRON CORP P 2012-05-17 2013-06-03
CABOT OIL P 2011-04-27 2013-10-25
CENOVUS ENERGY P 2010-01-11 2013-12-19
CENOVUS ENERGY P 2010-01-11 2013-12-23
CENOVUS ENERGY P 2010-01-11 2013-12-24
CENOVUS ENERGY P 2010-01-12 2013-12-24
CENOVUS ENERGY P 2010-01-12 2013-12-26
CENOVUS ENERGY P 2010-01-12 2013-12-27
DUNKIN BRANDS P 2012-03-30 2013-06-04
DUNKIN BRANDS P 2012-03-30 2013-06-07
DUNKIN BRANDS P 2012-03-30 2013-10-28
DUNKIN BRANDS P 2012-03-30 2013-10-29
DANAHER CORP P 2007-06-07 2013-01-09
WALT DISNEY P 2011-09-30 2013-04-29
DOVER CORP P 2012-03-23 2013-09-09
EOG RES P 2009-12-07 2013-01-14
EOG RES P 2009-12-07 2013-10-25
EMC CORP MASS P 2012-05-17 2013-11-15
EDWARDS LIFE SCIENCES P 2009-08-07 2013-03-28
FMC TECHNOLOGIES P 2012-04-25 2013-07-11
FMC TECHNOLOGIES P 2012-04-23 2013-07-11
GENERAL ELECTRIC P 2011-06-15 2013-07-08
GENERAL ELECTRIC P 2011-07-25 2013-07-08
GENERAL ELECTRIC P 2009-10-22 2013-07-08
GENERAL ELECTRIC P 2011-07-25 2013-07-08
GENERAL ELECTRIC P 2009-07-17 2013-07-08
INTERNATIONAL BUSINESS MACHINES P 2007-11-13 2013-07-18
ESTEE LAUDER P 2012-08-30 2013-10-25
L BRANDS P 2012-06-19 2013-08-05
L BRANDS P 2012-06-19 2013-11-15
LUXOTTICA P 2011-01-04 2013-11-15
MOODY'S CORP P 2010-10-07 2013-01-14
MOODY'S CORP P 2010-10-07 2013-01-15
MOODY'S CORP P 2010-10-07 2013-02-05
MCDONALDS P 2005-04-20 2013-04-12
MCDONALDS P 2005-04-20 2013-07-29
MCDONALDS P 2005-04-20 2013-07-29
NOVARTIS AG P 2012-04-19 2013-06-21
OMNICOM GROUP P 2010-03-01 2013-05-09
OMNICOM GROUP P 2010-03-01 2013-07-18
OMNICOM GROUP P 2010-03-01 2013-07-19
ORACLE P 2005-01-12 2013-01-03
PEPSICO P 2012-03-19 2013-04-18
PRECISION CASTPARTS CORP P 2011-01-24 2013-06-21
PRECISION CASTPARTS CORP P 2011-02-03 2013-06-21
SCHLUMBERGER P 2005-05-20 2013-07-22
SOTHEBYS P 2012-05-14 2013-08-07
SOTHEBYS P 2012-05-14 2013-09-16
SOTHEBYS P 2012-05-14 2013-09-17
SOTHEBYS P 2012-05-14 2013-09-18
SOTHEBYS P 2012-05-14 2013-09-24
SOTHEBYS P 2012-10-04 2013-10-28
SOTHEBYS P 2012-10-04 2013-10-29
SOTHEBYS P 2012-05-15 2013-10-29
SOTHEBYS P 2012-05-15 2013-10-30
SOTHEBYS P 2012-05-15 2013-11-01
VARIAN MEDICAL P 2009-08-07 2013-07-25
(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 25,735   19,634 6,101
b 25,025   19,192 5,833
c 16,996   13,309 3,687
d 30,138   32,477 -2,339
e 38,569   40,323 -1,754
7,578   7,894 -316
25,086   20,162 4,924
16,154   14,929 1,225
74     74
17,237   10,090 7,147
21,580   20,284 1,296
32,370   30,837 1,533
69,083   54,816 14,267
15,689   9,745 5,944
26,160   28,303 -2,143
48,582   48,293 289
31,660   34,198 -2,538
8,759   5,802 2,957
16,266   10,563 5,703
50,049   33,914 16,135
7,665   4,249 3,416
7,665   5,005 2,660
32,127   18,607 13,520
26,460   14,885 11,575
38,569   35,876 2,693
20,207   12,945 7,262
32,307   30,348 1,959
12,345   6,794 5,551
38,104   25,394 12,710
6,631   5,110 1,521
56,474   45,024 11,450
11,492   6,553 4,939
34,264   19,902 14,362
34,264   19,717 14,547
11,059   8,789 2,270
27,648   24,300 3,348
44,236   31,550 12,686
16,070   5,924 10,146
24,109   7,829 16,280
37,925   13,048 24,877
13,539   11,290 2,249
13,538   10,792 2,746
22,565   18,367 4,198
22,565   16,731 5,834
40,616   28,645 11,971
88,461   44,196 44,265
20,546   19,484 1,062
10,384   9,742 642
134   503 -369
536   2,034 -1,498
536   2,030 -1,494
536   2,023 -1,487
1,608   6,007 -4,399
2,949   11,294 -8,345
3,485   12,981 -9,496
7,245   5,974 1,271
2,811   3,170 -359
3,513   4,221 -708
5,621   6,694 -1,073
8,432   8,534 -102
4,268   3,688 580
8,536   7,755 781
2,984   2,546 438
12,659   11,067 1,592
7,698   6,873 825
3,564   2,962 602
5,192   4,462 730
9,087   8,801 286
7,217   5,578 1,639
1,698   1,386 312
6,791   5,641 1,150
1,216   1,136 80
3,559   3,338 221
1,770   1,655 115
5,310   5,007 303
5,334   4,965 369
6,319   5,145 1,174
3,689   3,222 467
893   806 87
2,680   2,396 284
3,624   2,389 1,235
2,601   1,443 1,158
7,060   5,778 1,282
7,303   5,394 1,909
1,077   869 208
5,740   2,845 2,895
4,669   2,588 2,081
6,069   3,311 2,758
40,106   32,657 7,449
7,361   2,736 4,625
3,513   3,264 249
5,617   5,222 395
5,628   5,222 406
5,628   5,091 537
4,212   3,818 394
4,209   3,818 391
6,154   4,425 1,729
2,059   1,475 584
4,779   2,950 1,829
4,778   2,950 1,828
7,459   4,505 2,954
7,874   3,793 4,081
6,593   4,665 1,928
3,741   2,636 1,105
9,153   4,393 4,760
2,402   2,562 -160
22,994   8,944 14,050
1,445   1,159 286
5,779   4,704 1,075
2,927   2,433 494
2,927   2,373 554
6,439   4,203 2,236
10,536   8,543 1,993
11,707   5,863 5,844
19,840   10,300 9,540
7,128   5,967 1,161
1,443   1,081 362
1,293   865 428
1,303   753 550
2,667   1,319 1,348
2,665   1,319 1,346
32,177   17,812 14,365
12,922   3,773 9,149
4,886   1,509 3,377
21,986   6,792 15,194
5,233   4,159 1,074
14,032   8,461 5,571
24,672   14,101 10,571
16,135   9,401 6,734
6,889   2,694 4,195
28,773   22,658 6,115
5,293   3,547 1,746
5,293   3,565 1,728
2,106   830 1,276
11,985   8,777 3,208
4,781   3,192 1,589
1,192   798 394
2,390   1,596 794
1,208   798 410
2,635   1,593 1,042
1,324   796 528
3,973   2,382 1,591
2,654   1,588 1,066
9,102   5,557 3,545
25,561   12,649 12,912
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       6,101
b       5,833
c       3,687
d       -2,339
e       -1,754
      -316
      4,924
      1,225
      74
      7,147
      1,296
      1,533
      14,267
      5,944
      -2,143
      289
      -2,538
      2,957
      5,703
      16,135
      3,416
      2,660
      13,520
      11,575
      2,693
      7,262
      1,959
      5,551
      12,710
      1,521
      11,450
      4,939
      14,362
      14,547
      2,270
      3,348
      12,686
      10,146
      16,280
      24,877
      2,249
      2,746
      4,198
      5,834
      11,971
      44,265
      1,062
      642
      -369
      -1,498
      -1,494
      -1,487
      -4,399
      -8,345
      -9,496
      1,271
      -359
      -708
      -1,073
      -102
      580
      781
      438
      1,592
      825
      602
      730
      286
      1,639
      312
      1,150
      80
      221
      115
      303
      369
      1,174
      467
      87
      284
      1,235
      1,158
      1,282
      1,909
      208
      2,895
      2,081
      2,758
      7,449
      4,625
      249
      395
      406
      537
      394
      391
      1,729
      584
      1,829
      1,828
      2,954
      4,081
      1,928
      1,105
      4,760
      -160
      14,050
      286
      1,075
      494
      554
      2,236
      1,993
      5,844
      9,540
      1,161
      362
      428
      550
      1,348
      1,346
      14,365
      9,149
      3,377
      15,194
      1,074
      5,571
      10,571
      6,734
      4,195
      6,115
      1,746
      1,728
      1,276
      3,208
      1,589
      394
      794
      410
      1,042
      528
      1,591
      1,066
      3,545
      12,912
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 2 500,791
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 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))
2012 449,932 3,176,211 0.141657
2011 417,233 4,285,025 0.097370
2010 369,932 4,163,254 0.088856
2009 206,835 3,914,633 0.052836
2008 258,718 5,058,429 0.051146
2 Total of line 1, column (d) ...................... 2 0.431865
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 0.086373
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,519,696
5 Multiply line 4 by line 3....................... 5 390,380
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,066
7 Add lines 5 and 6......................... 7 395,446
8 Enter qualifying distributions from Part XII, line 4.............. 8 55,937
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 10,132
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 0
3 Add lines 1 and 2............................ 3 10,132
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,132
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 10,211
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 10,211
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 79
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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 instructions)
    bulletNY
    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
    Yes
     
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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
     
    No
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.VIOLAWBERNARDFOUNDATION.ORG
    14
    The books are in care ofbulletALAN L GREENBERG PC Telephone no.bullet (914) 962-5850
    Located atbulletP O BOX 648YORKTOWN HTSNY ZIP+4bullet105980648
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 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 (2013)
    Form 990-PF (2013)
    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 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
    PERRY OTTENBERG MD PRESIDENT-EMERITUS
    0.25     		0 0 0
    111 NORTH 49TH STREET
    PHILADELPHIA,PA19139
    STEPHEN TULIN SECRETARY
    0.25     		0 0 0
    3040 CHAMPLIN HILL ROAD
    NORTH FERRISBURG,VT05456
    JOAN WOFFORD VICE - PRESIDENT
    0.25     		0 0 0
    79 MONTGOMERY STREET
    BOSTON,MA02116
    GRETCHEN BUCHENHOLZ TRUSTEE
    0.25     		0 0 0
    419 EAST 86TH STREET
    NEW YORK,NY10028
    ERIC BRETTSCHNEIDER PRESIDENT
    5.00     		10,000 0 0
    366 FIFTH STREET
    BROOKLYN,NY11215
    CARY KOPLIN TREASURER
    0.25     		0 0 0
    19 EAST 72ND STREET
    NEW YORK,NY10021
    JENNIFER WOFFORD TRUSTEE
    0.25     		0 0 0
    7327 CARROLL AVENUE
    TAKOMA PARK,MD20912
    MARTA SIBERIO TRUSTEE
    0.25     		0 0 0
    478 MOUNTAINVIEW AVENUE
    VALLEY COTTAGE,NY10989
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    225,985
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    10,132
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,132
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    215,853
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    215,853
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    215,853
    Part XII
    Qualifying Distributions (see 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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 215,853
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 6,119
    b From 2009....... 11,283
    c From 2010....... 164,587
    d From 2011....... 206,232
    e From 2012....... 298,645
    fTotal of lines 3a through e......... 686,866
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 55,937
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 55,937
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 159,916 159,916
    (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 5 526,950
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		526,950
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 22,073
    c Excess from 2011.... 206,232
    d Excess from 2012.... 298,645
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 or e-mail address of the person to whom applications should be addressed:
    ERIC BRETTSCHNEIDER
    366 FIFTH STREET
    BROOKLYN,NY11215
    (917) 288-0080
    bThe form in which applications should be submitted and information and materials they should include:
    REQUEST SHOULD BE MADE IN WRITING AND CONTAIN FULL DETAILS OF ANY PROPOSAL
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
    MOUNT SINAI ADOCLESCENT HEALTH CENTER
    320 EAST 94TH STREET
    NEW YORK,NY10128     		NONE PUBLIC CHARITY CONFERENCE ON CHILD ABUSE & NEGLECT & SEX TRAFFICKING OF MINORS. 2,000
    BROOKLYN DEFENDER SERVICES
    177 LIVINGSTON STREET
    BROOKLYN,NY11201     		NONE PUBLIC CHARITY EDUCATING AGENCIES REGARDING AVAILABLE SERVICES 7,500
    NYS OFFICE OF CHILDREN & FAMILY SERVICES
    80 MAIDEN LANE 24TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC CHARITY DOLLS FOR CHILDREN TO ASSIST WITH SEPARATIONS FROM PARENTS AND/OR SIBLINGS. 741
    Total .................................bullet 3a 10,241
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....         72,021
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        500,791
    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).. 0 0 572,812
    13Total. Add line 12, columns (b), (d), and (e)..................
    13572,812
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 /9 THE DIVIDEND INCOME AND THE INTEREST DERIVED FROM THE INVESTMENTS ARE
    4 /9 ONLY IMPORTANT AS A SOURCE OF PROVIDING FUNDS FOR THE FOUNDATION TO
    4 /9 MAKE GRANTS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    VIOLA W BERNARD FOUNDATION CO CARY A KOPLIN
    EIN: 13-2621140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,500 4,500   2,000

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    VIOLA W BERNARD FOUNDATION CO CARY A KOPLIN
    EIN: 13-2621140
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADT 0 0
    AMAZON.COM 70,845 109,667
    AMERICAN INTERNATION GROUP 0 0
    AMERICAN TOWER CORP 36,137 119,730
    BLACKROCK 67,982 126,588
    BOEING 40,299 75,069
    CALPINE 93,262 97,550
    CAPITAL ONE FINANCIAL 0 0
    C R BARD 23,110 26,788
    DELPHI AUTOMOTIVE 45,417 60,130
    EBAY 30,745 52,121
    ENBRIDGE ENERGY MGT 34,942 92,435
    EXPRESS SCRIPTS 86,507 105,360
    GASLOG LTD 65,000 85,450
    GENERAL MOTORS 77,096 81,740
    GENERAL ELECTRIC 0 0
    GOLUB CAP BDC 37,317 47,775
    GOOGLE 0 0
    IBM 0 0
    IHS INC 83,880 95,760
    ITC HOLDING CORP 58,603 107,797
    INTUIT INC 49,699 57,240
    JPMORGAN CHASE 76,442 86,268
    JOHNSON & JOHNSON 56,670 61,822
    KANSAS CITY SOUTHERN 42,593 80,489
    KINDER MORGAN MGMT 0 0
    MOTOROLA SOLUTIONS 0 0
    NEW MOUNTAIN FINANCE 28,460 30,080
    NEXTERA ENERGY 77,694 107,025
    OGE ENERGY 0 0
    PALL CORP 0 0
    PIONEER NATURAL RESOURCES 63,627 92,034
    PRAXAIR 0 0
    SEADRILL PARTNERS LLC 62,193 77,499
    SPDR GOLD TR 0 0
    STARWOOD PROPERTY TRUST 48,978 69,250
    SUNCOR ENERGY 0 0
    TARGA RESOURCES 56,127 110,212
    TEEKAY OFFSHORE 58,801 74,452
    TEEKAY CORPORATION MARSHALL ISLAND 56,932 96,020
    TRANSLATA RENEWABLES 60,796 64,530
    UNITED PARCEL SVC 0 0
    VISA INC 0 0
    SEASPAN CORPORATION 17,277 19,792
    DREYFUS MONEY MKT RESERVE 204,378 204,378
    AMERICAN EXPRESS 18,970 45,365
    ANHEUSER BUSCH 28,489 31,938
    ANTERO RESOURCES 25,625 34,892
    APPLE 29,875 68,444
    ARIAD PHARMACEUTICALS 0 0
    BRISTOL MYERS SQUIBB 30,620 47,835
    C R BARD 38,410 50,227
    CABOT OIL & GAS 15,046 42,636
    CENOVUS ENERGY 3,818 4,298
    CHEVRON CORPORATION 0 0
    CHURCH & DWIGHT 32,298 53,024
    DANAHER CORP 21,623 46,320
    DOVER CORP 40,741 57,924
    DUNKIN BRANDS 17,511 28,920
    EDWARDS LIFE SCIENCES 0 0
    EMC CORP MASS 50,903 51,557
    EOG RES 21,964 41,960
    ESTEE LAUDER 32,244 45,192
    EXPRESS SCRIPTS 45,040 56,192
    FISERV INC 18,206 56,097
    FMC TECHNOLOGIES 36,591 48,294
    GENERAL ELECTRIC 0 0
    GENERAL HOLDINGS 20,692 33,984
    IBM 16,995 30,949
    INTUIT INC 29,202 38,160
    JPMORGAN CHASE 45,659 54,094
    L BRANDS 28,121 40,512
    LENNAR 22,598 51,428
    LIMITED BRANDS 0 0
    LUXITTUCA 23,689 43,136
    M & T BANK 37,320 40,747
    MCDONALDS 0 0
    MOODYS 27,767 43,158
    NESTLE 23,958 51,397
    NOVARTIS 28,700 42,199
    OCCIDENTAL PETE CORP 23,934 45,173
    OMNICOM GROUP 0 0
    ORCALE 23,975 48,399
    PEPSICO 0 0
    PRAXAIR 29,357 45,510
    PRECISION CASTPARTS 24,832 47,128
    RANGE RESOURCES 35,193 46,371
    ROPER INDUSTRIES 7,816 34,670
    SANDISK 41,288 51,142
    SCHLUMBERGER 25,453 56,319
    SIRONA DENTAL SYSTEMS 35,006 49,140
    SOTHEBYS 0 0
    TOLL BROTHERS 51,134 58,275
    TYCO INTERNATIONAL 26,071 50,274
    VARIAN 0 0
    WALT DISNEY 21,999 55,390
    WHITEWAVE 43,532 57,924

    TY 2013 OtherExpensesSchedule
    Name:
    VIOLA W BERNARD FOUNDATION CO CARY A KOPLIN
    EIN: 13-2621140
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 2,008 0   2,008
    ADVISORY FEES 60,508 60,508   0
    WEBSITE EXPENSES 2,405 0   2,405
    CONSULTANT 25,914 0   25,914


    TY 2013 TaxesSchedule
    Name:
    VIOLA W BERNARD FOUNDATION CO CARY A KOPLIN
    EIN: 13-2621140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS FILING FEE 250 0   250
    FOREIGN TAXES 1,185 1,185   0
    FEDERAL TAXES 69 0   70