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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Jim Neuberger and Helen Stambler Neuberger
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)55 Walls Drive 3rd FloorSuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
Fairfield, CT06824
A Employer identification number

13-6066102
B Telephone number (see instructions)

(800) 839-1754
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$4,974,873J 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).............. 0
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 6 6  
4 Dividends and interest from securities...... 67,236 67,236  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 401,371
b Gross sales price for all assets on line 6a 2,328,044
7 Capital gain net income (from Part IV, line 2)... 401,371
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........ 468,613 468,613  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 40,190 40,190    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,700 1,100    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 25,159 26   25,133
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,049 41,316   25,133
25 Contributions, gifts, grants paid........ 241,050 241,050
26 Total expenses and disbursements. Add lines 24 and 25 315,099 41,316   266,183
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 153,514
b Net investment income (if negative, enter -0-) 427,297
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 89,310 54,004 54,004
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) 73,220 Click to see attachment14,106 14,478
b Investments—corporate stock (attach schedule)........ 2,207,434 Click to see attachment2,337,188 3,463,536
c Investments—corporate bonds (attach schedule)........ 1,338,989 Click to see attachment1,457,169 1,442,855
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) 3,708,953 3,862,467 4,974,873
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
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    
29 Retained earnings, accumulated income, endowment, or other funds 3,708,953 3,862,467
30 Total net assets or fund balances (see instructions)...... 3,708,953 3,862,467
31 Total liabilities and net assets/fund balances (see instructions).. 3,708,953 3,862,467
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 3,708,953
2 Enter amount from Part I, line 27a..................... 2 153,514
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,862,467
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,862,467
Form 990-PF (2014)
Form 990-PF (2014)
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 Publicly-traded Securities      
b
c
d
e
(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 2,328,044   1,926,673 401,371
b
c
d
e
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       401,371
b
c
d
e
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 2 401,371
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 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))
2013 332,123 4,721,497 0.070343
2012 4,863,471 4,484,547 1.084495
2011 1,164,731 11,069,241 0.105222
2010 965,961 13,208,549 0.073131
2009 919,035 12,201,965 0.075319
2 Total of line 1, column (d) ...................... 2 1.40851
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 0.281702
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 4,945,584
5 Multiply line 4 by line 3....................... 5 1,393,181
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,273
7 Add lines 5 and 6......................... 7 1,397,454
8 Enter qualifying distributions from Part XII, line 4.............. 8 266,183
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 (2014)
Form 990-PF (2014)
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 8,546
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 8,546
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 8,546
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 8,154
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 392
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,546
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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  
11 Enter the amount of line 10 to be: Credited to 2015 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 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    Jim Kaufman Dir
    1.0     		0    
    55 Walls Drive 3rd Floor
    Fairfield,CT06824
    Jim Neuberger Pres / Dir
    1.0     		0    
    55 Walls Drive 3rd Floor
    Fairfield,CT06824
    Helen Stambler Neuberger VP / Dir / Sec
    1.0     		0    
    55 Walls Drive 3rd Floor
    Fairfield,CT06824
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    4,911,683
    b
    Average of monthly cash balances.......................
    1b
    109,214
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,020,897
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,020,897
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,313
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,945,584
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    247,279
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    247,279
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,546
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,546
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    238,733
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    238,733
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    238,733
    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
    266,183
    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
    266,183
    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
    266,183
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 238,733
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:2012, 2011, 2010  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 310,759
    b From 2010....... 317,554
    c From 2011....... 621,855
    d From 2012....... 4,649,078
    e From 2013....... 104,294
    fTotal of lines 3a through e......... 6,003,540
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 266,183
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 238,733
    e Remaining amount distributed out of corpus 27,450
    5 Excess distributions carryover applied to 2014.    
    (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 6,030,990
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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 instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		310,759
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		5,720,231
    10 Analysis of line 9:
    a Excess from 2010.... 317,554
    b Excess from 2011.... 621,855
    c Excess from 2012.... 4,649,078
    d Excess from 2013.... 104,294
    e Excess from 2014.... 27,450
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    JAMES NEUBERGER
    ANN N ACEVES
    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 email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD ST 18TH FL
    NEW YORK,NY10004     		N/A PC General & Unrestricted 500
    AMERICAN KIDNEY FUND INC
    11921 ROCKVILLE PIKE STE 300
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 500
    AMNESTY INTERNATIONAL OF THE USA INC
    5 PENN PLZ FL 16
    NEW YORK,NY10001     		N/A PC General & Unrestricted 500
    BANK STREET COLLEGE OF EDUCATION
    610 W 112TH ST
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC
    1 PENN PLZ STE 6250
    NEW YORK,NY10119     		N/A PC General & Unrestricted 500
    BROADWAY MALL MAINTENANCE FUND INC
    2095 BROADWAY STE 403
    NEW YORK,NY10023     		N/A PC General & Unrestricted 1,000
    BROWN UNIVERSITY
    BOX 1976
    PROVIDENCE,RI02912     		N/A PC General & Unrestricted 500
    CANCER FAMILY CARE INC
    2421 AUBURN AVE
    CINCINNATI,OH45219     		N/A PC General & Unrestricted 500
    CAREER TRANSITION FOR DANCERS INC
    165 W 46TH ST STE 701
    NEW YORK,NY10036     		N/A PC General & Unrestricted 1,500
    COPLAND HOUSE INC
    PO BOX 2177
    CORTLANDT MANOR,NY10566     		N/A PC General & Unrestricted 1,250
    CREATIVE CONNECTIONS INC
    303 W AVE MATHEWS PARK
    NORWALK,CT06850     		N/A PC General & Unrestricted 500
    CYSTIC FIBROSIS FOUNDATION
    4929 WILSHIRE BLVD STE 760
    LOS ANGELES,CA90010     		N/A PC Great Strides Santa Monica, Team Cure Now 1,000
    DIEU DONNE PAPER MILL INC
    315 W 36TH ST STE 101 GRND FL
    NEW YORK,NY10018     		N/A PC ANN HAMILTON OCT 29TH EVENT 350
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 500
    DOE FUND INC
    232 E 84TH ST
    NEW YORK,NY10028     		N/A PC General & Unrestricted 500
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    1875 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 750
    ETHICAL CULTURE FIELDSTON SCHOOL
    33 CENTRAL PARK W
    NEW YORK,NY10023     		N/A PC General & Unrestricted 1,000
    ETHICAL CULTURE FIELDSTON SCHOOL
    33 CENTRAL PARK W
    NEW YORK,NY10023     		N/A PC 1964 Archives Fund 3,000
    FORTUNE SOCIETY INC
    29-76 NORTHERN BLVD
    LONG ISLAND CITY,NY11101     		N/A PC General & Unrestricted 500
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC General & Unrestricted 102,750
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC ACQUISITION FUND 100
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC HELEN STAMBLER NEUBERGER ACQUISITIONS FUND 100
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC ACQUISITIONS FUND 100
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC AFRICAN ARTS COUNCIL 2014-2015 Fund 1,500
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC TRIBUTE FUND 200
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC CELEBRATE THE NEU VIDEO 2014 Project 1,100
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC Kuba Exhibition Fund 1,100
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC ACQUISITIONS FUND 100
    FRIENDS OF THE NEUBERGER MUSEUM INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A PC BENEFETE Initiative 1,600
    HUNTER COLLEGE FOUNDATION INC
    695 PARK AVE E1313
    NEW YORK,NY10065     		N/A PC General & Unrestricted 2,000
    INNOCENCE PROJECT INC
    40 WORTH ST RM 701
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,000
    JEWISH MUSEUM
    1109 5TH AVE
    NEW YORK,NY10128     		N/A PC ART AND DESIGN PROGRAM 1,000
    LIGHTHOUSE GUILD INTERNATIONAL INC
    15 W 65TH ST
    NEW YORK,NY10023     		N/A PC General & Unrestricted 1,000
    LUNGEVITY FOUNDATION
    218 S WABASH AVE STE 540
    CHICAGO,IL60604     		N/A PC General & Unrestricted 2,500
    METROPOLITAN COLLEGE OF NEW YORK
    75 VARICK ST FL 14
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,500
    NATIONAL DANCE INSTITUTE INC
    217 W 147TH ST
    NEW YORK,NY10039     		N/A PC General & Unrestricted 23,400
    NATIONAL DANCE INSTITUTE INC
    217 W 147TH ST
    NEW YORK,NY10039     		N/A PC EVENT OF THE YEAR NEW CHOREOGRAPHY 3,500
    NATIONAL DANCE INSTITUTE INC
    217 W 147TH ST
    NEW YORK,NY10039     		N/A PC Capital Campaign Fund 20,000
    NATIONAL DANCE INSTITUTE INC
    217 W 147TH ST
    NEW YORK,NY10039     		N/A PC Charitable Event 4,100
    NATIONAL DANCE INSTITUTE INC
    217 W 147TH ST
    NEW YORK,NY10039     		N/A PC Adopt-A-School - Mott Hall 2013-2014 Initiative 25,000
    NATIONAL DANCE INSTITUTE INC
    217 W 147TH ST
    NEW YORK,NY10039     		N/A PC Jd' EIGHTY Initiative 15,000
    NATIONAL SCHOOL CLIMATE CENTER
    341 W 38TH ST FL 9
    NEW YORK,NY10018     		N/A PC General & Unrestricted 500
    NEW YORK FOUNDATION FOR THE ARTS INC
    20 JAY ST STE 740
    BROOKLYN,NY11201     		N/A PC NYFA HALL OF FAME Fund 2,000
    NEW YORK PUBLIC RADIO
    160 VARICK ST
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,000
    NEW YORK-PRESBYTERIAN FUND INC
    525 E 68TH ST BOX 156
    NEW YORK,NY10065     		N/A PC General & Unrestricted 500
    OREGON COLLEGE OF ART AND CRAFT
    8245 SW BARNES RD
    PORTLAND,OR97225     		N/A PC General & Unrestricted 1,000
    PAGUS INC
    215 LAUREL LN
    HAVERFORD,PA19041     		N/A PC General & Unrestricted 500
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    434 W 33RD ST 11TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 500
    POETS HOUSE INC
    10 RIVER TER
    NEW YORK,NY10282     		N/A PC General & Unrestricted 1,000
    PUBLIC CITIZEN FOUNDATION INC
    1600 20TH ST NW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 500
    SAFE WATER NETWORK
    122 E 42ND ST FL 21
    NEW YORK,NY10168     		N/A PC General & Unrestricted 1,000
    STORM KING ART CENTER
    PO BOX 280 OLD PLEASANT HILL RD
    MOUNTAINVILLE,NY10953     		N/A PC General & Unrestricted 1,000
    STUDIO MUSEUM IN HARLEM INC
    144 W 125TH ST
    NEW YORK,NY10027     		N/A PC STUDIO SOCIETY 1,400
    SUNY NEW PALTZ FOUNDATION INC
    1 HAWK DR
    NEW PALTZ,NY12561     		N/A PC Dorsky Museum, Art Uncorked 300
    THE BACHMANN-STRAUSS DYSTONIA & PARKINSON FOUNDATI
    100 GREAT OAKS BLVD STE 125
    ALBANY,NY12203     		N/A PC General & Unrestricted 1,000
    THE BOWERY MISSION
    132 MADISON AVE
    NEW YORK,NY10016     		N/A PC General & Unrestricted 100
    THE DOOR - A CENTER OF ALTERNATIVES INC
    121 AVE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,000
    THIRTEEN
    825 8TH AVE
    NEW YORK,NY10019     		N/A PC General & Unrestricted 1,000
    WESTCHESTER ARTS COUNCIL INC
    31 MAMARONECK AVE FL 3
    WHITE PLAINS,NY10601     		N/A PC GALA AD Division 500
    WESTCHESTER ARTS COUNCIL INC
    31 MAMARONECK AVE FL 3
    WHITE PLAINS,NY10601     		N/A PC GALA JOURNAL AD FOR DECEMBER 2013 Initiative 750
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT ST
    NEW YORK,NY10014     		N/A PC ANNUAL FUND 1,000
    Total .................................bullet 3a 241,050
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 ............     		    14 6  
    4 Dividends and interest from securities....     14 67,236  
    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 .............     		    18 401,371  
    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)..   468,613  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13468,613
    (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.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2014 DepreciationSchedule
    Name:
    Jim Neuberger and Helen Stambler Neuberger
    Foundation
    EIN: 13-6066102
    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

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Jim Neuberger and Helen Stambler Neuberger
    Foundation
    EIN: 13-6066102
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLERGAN INC SR NT 5.7500% 04/ 42,979 42,319
    AMERICAN EXPRESS CR CORP - 2.8 78,462 77,205
    AT&T INC NOTE - 2.400% - 08/15 51,559 50,983
    BANK NEW YORK - 2.300% - 07/28 51,762 51,093
    BANK OF NOVA SCOTIA - 0.6801% 50,000 50,140
    BECTON DICKINSON & CO - 1.750% 51,368 50,369
    BOEING CAPITAL - 02.1250% - 08 51,717 50,948
    CATERPILLAR FINL SVCS - 2.6500 52,056 51,203
    CISCO SYS INC SR NT 3.15% 03/1 41,942 41,812
    COMMONWEALTH BK AUSTRALIA - 1 25,517 25,076
    CREDIT SUISSE NEW YORK BRANCH 50,000 49,939
    DEERE JOHN CAP CORP MTNS BE - 51,888 51,109
    DEUTSCHE BANK AG LONDON BOND - 50,000 49,915
    EXPRESS SCRIPTS HLDG CO - 2.10 30,685 30,037
    FIFTH THIRD BANK - 0.00% - 11/ 50,000 50,106
    GE CAP BK INC RETAILCD - 1.850 50,887 50,716
    GEORGIA POWER COMPANY - 0.6632 50,000 49,975
    GOLDMAN SACHS - 1.00% - 02/23/ 50,293 50,038
    GOLDMAN SACHS - 5.350% - 01/15 32,428 31,306
    INTEL CORP NT - 1.950% - 10/01 51,604 50,970
    INTERNATIONAL BUSINESS MACHS - 51,423 50,941
    JPMORGAN CHASE & CO - 3.450% - 52,304 51,319
    JPMORGAN CHASE - 3.70% - 01/20 52,723 50,084
    KEY BANK NA - 0.7266 - 11/25/2 50,000 50,131
    ROYAL BANK OF CANADA - 0.00% - 50,000 50,087
    SALLIE MAE BK MURRAY UTAH - 1. 49,950 50,243
    STRYKER CORP NOTE - 2.000% - 0 51,643 50,842
    UBS AG STAMFORD BRH VR - 0.000 40,000 40,092
    VODAFONE GROUP NOTE 00.62310 0 25,000 24,994
    WAL-MART STORES, INC. 5.375% 0 43,979 43,732
    WESTPAC BKG CORP - 0.000% - 09 25,000 25,131

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Jim Neuberger and Helen Stambler Neuberger
    Foundation
    EIN: 13-6066102
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CO 48,679 95,366
    ANTERO RESOURCES CORPORATION 77,579 57,827
    APPLE INC. 50,729 161,485
    ASML HOLDING NV NY REG SHS 68,527 80,873
    BRISTOL-MYERS SQUIBB CO 61,316 103,303
    CABOT OIL & GAS CORP 48,782 75,506
    CDW CORPORATION 51,851 54,514
    CHURCH & DWIGHT 45,108 78,810
    CME GROUP, INC 79,730 95,299
    COMCAST CORP 67,748 71,963
    COOPER COMPANIES INC 48,529 64,836
    COSTCO WHOLESALE CORPORATION 87,852 109,855
    DANAHER CORP 57,393 102,852
    DOVER CORP 68,848 84,271
    EOG RESOURCES INC 32,693 92,070
    ESTEE LAUDER COMPANIES INC 74,590 99,060
    FISERV INC 29,592 106,454
    FMC TECHS INC 78,625 88,996
    INTUIT 72,679 108,322
    IPG PHOTONICS CORP 68,076 74,920
    JOHNSON & JOHNSON 92,130 104,569
    JP MORGAN CHASE & CO 77,454 98,564
    LENNAR CORP 36,852 100,823
    M&T BANK CORP 66,760 78,513
    MOODYS CORP 72,421 95,810
    NESTLE S.A. 30,719 65,655
    OMNICOM GROUP 51,738 58,103
    PITNEY BOWES INC. 71,577 76,766
    PRECISION CASTPARTS 73,442 96,352
    RANGE RESOURCES CORP DEL 63,984 52,114
    ROPER INDUSTRIES 26,626 85,993
    RPM INTERNATIONAL INC. 89,672 100,152
    SANDISK CORP 71,300 122,474
    SCHLUMBERGER LTD 38,637 59,787
    SIRONA DENTAL SYSTEMS INC 38,887 74,265
    TOLL BROTHERS INC 82,914 87,389
    TYCO INTERNATIONAL LTD. 49,888 93,203
    WALT DISNEY HOLDINGS CO. 41,970 122,446
    WHITEWAVE FOODS COMPANY 41,291 83,976

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    Jim Neuberger and Helen Stambler Neuberger
    Foundation
    EIN: 13-6066102
    US Government Securities - End of Year Book Value:

    14,106
    US Government Securities - End of Year Fair Market Value:

    14,478
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 OtherExpensesSchedule
    Name:
    Jim Neuberger and Helen Stambler Neuberger
    Foundation
    EIN: 13-6066102
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 24,883     24,883
    Bank Charges 26 26    
    State or Local Filing Fees 250     250


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Jim Neuberger and Helen Stambler Neuberger
    Foundation
    EIN: 13-6066102
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 40,190 40,190    


    TY 2014 TaxesSchedule
    Name:
    Jim Neuberger and Helen Stambler Neuberger
    Foundation
    EIN: 13-6066102
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2014 7,600      
    Foreign Tax Paid 1,100 1,100