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
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$4,921,708
J 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 69,824 69,824  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 436,343
b Gross sales price for all assets on line 6a 2,426,803
7 Capital gain net income (from Part IV, line 2)... 436,343
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........ 506,167 506,167  
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)....... 6,500 3,250   3,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 21,714 1,093   250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,975 0   5,975
22 Printing and publications.......... 140 0   140
23 Other expenses (attach schedule)....... 69,146 66,188   2,958
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 113,475 70,531   22,573
25 Contributions, gifts, grants paid........ 363,903 363,903
26 Total expenses and disbursements. Add lines 24 and 25 477,378 70,531   386,476
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,789
b Net investment income (if negative, enter -0-) 435,636
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.......... 649,594 716,679 716,679
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)........ 3,014,074 Click to see attachment2,975,778 4,205,029
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) 3,663,668 3,692,457 4,921,708
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 2,942,633 2,971,422
30 Total net assets or fund balances (see instructions)...... 3,663,668 3,692,457
31 Total liabilities and net assets/fund balances (see instructions).. 3,663,668 3,692,457
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 3,663,668
2 Enter amount from Part I, line 27a..................... 2 28,789
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,692,457
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 3,692,457
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 ALIBABA GROUP   2014-09-18 2014-09-19
b CR BARD   2013-08-29 2014-06-04
c CR BARD   2013-08-29 2014-06-03
d GASLOG PARTNER LP   2014-05-07 2014-06-12
e GNERAL MOTORS   2013-11-14 2014-03-12
GASLOG PARTNER LP   2013-02-13 2014-01-27
GASLOG PARTNER LP   2013-02-13 2014-01-28
IHS   2014-01-15 2014-12-08
IAC INTERACTIVE   2014-06-04 2014-11-04
IMS HEALTH HOLDING   2014-04-04 2014-10-20
INTUIT   2014-06-24 2014-10-03
INTUIT   2014-01-07 2014-10-03
JPMORGAN CHASE   2013-10-03 2014-05-05
LAREDO PETROLEUM   2014-07-14 2014-12-02
MEMORIAL RESOURCES   2014-06-13 2014-09-30
NEXTERA ENERGY PARTNERS   2014-06-26 2014-06-27
QEP RESOURCES   2014-09-30 2014-12-12
QEP RESOURCES   2014-03-17 2014-12-12
STARWOOD WAYPOINT RESIDENTIAL   2014-02-03 2014-05-13
TRIBUNE MEDIA COMPANY   2014-01-15 2014-12-18
TRIBUNE PUBLISHING COMPANY   2014-01-15 2014-08-19
TRIBUNE PUBLISHING COMPANY   2014-01-15 2014-08-20
TRIBUNE PUBLISHING COMPANY   2014-01-15 2014-08-22
TRIBUNE PUBLISHING COMPANY   2014-01-15 2014-09-08
TRIBUNE PUBLISHING COMPANY   2014-01-15 2014-08-21
AMAZON.COM INC   2013-03-19 2014-12-10
AMAZON.COM INC   2013-05-03 2014-12-10
BLACKROCK INC   2010-11-08 2014-12-09
BOEING   2012-07-05 2014-03-04
BOEING   2012-07-05 2014-07-30
BOEING   2012-10-23 2014-07-30
CALPINE CORPORATION   2012-09-07 2014-12-16
CALPINE CORPORATION   2012-09-11 2014-12-16
CALPINE CORPORATION   2012-09-06 2014-12-16
CALPINE CORPORATION   2013-02-11 2014-12-16
DELPHI AUTOMOTIVE   2013-05-01 2014-12-10
E BAY INC   2011-10-27 2014-05-05
EXPRESS SCRIPT HOLDING   2013-01-17 2014-07-18
EXPRESS SCRIPT HOLDING   2013-01-17 2014-07-17
EXPRESS SCRIPT HOLDING   2013-05-16 2014-07-17
IHS INC   2013-10-09 2014-12-08
INTUIT   2013-09-26 2014-10-03
KANSAS CITY SOUTHERN   2011-11-03 2014-02-18
KANSAS CITY SOUTHERN   2011-11-03 2014-10-15
PIONEER NATURAL RESOURCES   2013-02-15 2014-06-04
PIONEER NATURAL RESOURCES   2013-02-15 2014-06-04
PIONEER NATURAL RESOURCES   2013-04-01 2014-07-03
PIONEER NATURAL RESOURCES   2013-02-15 2014-07-03
TARGA RESOURCES CORP   2012-08-07 2014-07-14
ANHEUSER BUSCH   2013-04-18 2014-04-10
ANHEUSER BUSCH   2013-04-30 2014-04-10
ANHEUSER BUSCH   2013-04-26 2014-04-10
CR BARD   2013-04-11 2014-03-03
CR BARD   2014-02-03 2014-03-03
CR BARD   2013-04-11 2014-04-10
COOPER COMPANIES   2014-02-03 2014-08-04
COOPER COMPANIES   2014-04-11 2014-08-04
COOPER COMPANIES   2014-07-01 2014-08-04
COOPER COMPANIES   2014-04-14 2014-08-04
COOPER COMPANIES   2014-02-03 2014-11-20
COACH   2014-04-10 2017-06-04
CME GROUP   2014-01-14 2014-09-24
DUNKIN BRANDS   2014-04-07 2014-08-18
DUNKIN BRANDS   2014-06-16 2014-08-19
DUNKIN BRANDS   2014-04-07 2014-08-15
EMC CORP-MASS   2013-10-22 2014-01-30
EMC CORP-MASS   2013-02-04 2014-01-30
EMC CORP-MASS   2013-10-22 2014-01-31
EXPRESS SCRIPT HOLDING   2013-09-18 2014-01-15
JOHNSON & JOHNSON   2014-01-21 2014-04-14
KNOWLES CORPORATION   2014-02-03 2014-03-06
KNOWLES CORPORATION   2013-10-17 2014-03-04
ESTEE LAUDER COMPANIES   2014-02-05 2014-06-19
ESTEE LAUDER COMPANIES   2014-02-27 2014-06-19
ESTEE LAUDER COMPANIES   2014-02-28 2014-06-19
MT BANK   2013-09-16 2014-07-02
MOODY'S   2013-03-19 2014-02-07
PIONEER NATURAL RESOURCES   2014-04-10 2014-11-24
ORACLE CORP   2013-03-21 2014-02-10
PFIZER INC   2014-04-17 2014-07-29
PFIZER INC   2014-03-13 2014-07-28
PFIZER INC   2014-03-13 2014-07-29
WHITEWAVE FOOD COMPANY   2013-06-06 2014-01-09
WHITEWAVE FOOD COMPANY   2013-06-06 2014-02-25
WHITEWAVE FOOD COMPANY   2013-06-07 2014-01-09
       
CR BARD   2013-04-11 2014-06-10
CR BARD   2013-04-11 2014-06-10
CR BARD   2013-04-11 2014-06-10
CR BARD   2013-04-11 2014-06-10
CR BARD   2013-04-15 2014-06-11
CR BARD   2013-04-09 2014-06-11
CABOT OIL & GAS   2011-04-27 2014-02-06
CHURCH & DWIGHT   2012-11-16 2014-04-10
CHURCH & DWIGHT   2012-11-15 2014-04-10
CHURCH & DWIGHT   2012-11-02 2014-04-10
CHURCH & DWIGHT   2012-08-13 2014-04-10
DUNKIN BRANDS   2012-08-27 2014-08-21
DUNKIN BRANDS   2012-08-27 2014-08-22
DUNKIN BRANDS   2012-03-30 2014-08-19
DUNKIN BRANDS   2012-08-27 2014-08-25
DUNKIN BRANDS   2012-03-30 2014-08-21
EMC CORP-MASS   2012-05-24 2014-01-30
EMC CORP-MASS   2012-05-17 2014-01-30
EXPRESS SCRIPT HOLDING   2012-11-06 2014-01-15
EXPRESS SCRIPT HOLDING   2012-11-06 2014-10-23
GENERAC HOLDINGS   2013-06-21 2014-09-25
GENERAC HOLDINGS   2013-06-21 2014-09-24
GENERAC HOLDINGS   2013-06-21 2014-09-26
IBM   2007-11-13 2014-01-23
KNOWLES CORPORATION   2012-04-18 2014-03-06
KNOWLES CORPORATION   2012-04-05 2014-03-06
KNOWLES CORPORATION   2012-03-23 2014-03-06
L BRANDS INC   2012-06-19 2014-02-28
L BRANDS INC   2012-06-19 2014-02-27
L BRANDS INC   2012-06-18 2014-02-28
LUXOTTICA GROUP   2011-01-04 2014-01-22
LUXOTTICA GROUP   2011-01-04 2014-01-23
LUXOTTICA GROUP   2011-06-16 2014-01-23
LUXOTTICA GROUP   2011-06-16 2014-02-07
MT BANK   2013-06-04 2014-07-02
NOVARTIS   2012-04-19 2014-01-06
NOVARTIS   2011-04-04 2014-01-07
NESTLES SA   2010-05-06 2014-04-14
NESTLES SA   2008-11-26 2014-04-14
OCCIDENTAL PETROLEUM   2013-03-21 2014-04-10
OCCIDENTAL PETROLEUM   2007-01-18 2014-04-10
ORACLE CORPORATION   2005-01-12 2014-02-10
PRAXAIR INC   2009-12-24 2014-04-11
PRAXAIR INC   2009-05-29 2014-04-11
PRAXAIR INC   2010-01-27 2014-04-11
PRAXAIR INC   2008-10-14 2014-04-11
PRAXAIR INC   2012-10-01 2014-04-11
SIRONA DENTAL SYSTEMS   2012-12-21 2014-06-16
SIRONA DENTAL SYSTEMS   2012-12-20 2014-06-16
SIRONA DENTAL SYSTEMS   2011-04-04 2014-06-11
SIRONA DENTAL SYSTEMS   2011-04-04 2014-06-16
SIRONA DENTAL SYSTEMS   2011-04-04 2014-08-08
SIRONA DENTAL SYSTEMS   2011-04-04 2014-08-21
SCHLUMBERGER   2005-05-20 2014-11-24
SCHLUMBERGER   2013-08-12 2014-11-24
WHITEWAVE FOOD COMPANY   2013-06-06 2014-08-07
(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 28,334   20,400 7,934
b 7,311   5,777 1,534
c 21,922   17,332 4,590
d 32,716   23,100 9,616
e 70,098   77,096 -6,998
50,378   32,500 17,878
52,499   32,500 19,999
18,249   17,573 676
84,583   82,959 1,624
27,727   22,000 5,727
21,309   20,131 1,178
42,617   38,496 4,121
79,897   76,441 3,456
26,385   79,179 -52,794
32,691   22,800 9,891
32,500   25,000 7,500
24,525   38,631 -14,106
49,050   71,106 -22,056
13,502   14,420 -918
55,250   67,901 -12,651
299   282 17
510   488 22
595   564 31
1,192   1,127 65
2,086   1,990 96
41,363   34,658 6,705
42,895   36,187 6,708
72,366   33,991 38,375
6,513   3,721 2,792
12,234   7,443 4,791
48,934   29,135 19,799
13,027   11,270 1,757
20,354   17,533 2,821
27,682   24,480 3,202
40,709   39,978 731
7,106   4,542 2,564
49,454   30,745 18,709
13,169   11,034 2,135
39,502   33,101 6,401
46,085   42,372 3,713
33,456   30,104 3,352
10,654   8,283 2,371
22,665   16,382 6,283
45,458   26,211 19,247
18,417   11,008 7,409
24,414   14,813 9,601
28,078   15,407 12,671
39,308   22,400 16,908
63,236   20,205 43,031
8,022   7,307 715
11,231   9,926 1,305
12,836   11,257 1,579
3,559   2,575 984
7,118   6,261 857
7,032   5,150 1,882
3,979   2,979 1,000
3,979   3,101 878
3,979   3,589 390
7,957   6,270 1,687
8,324   5,957 2,367
23,418   30,083 -6,665
10,139   9,363 776
4,373   4,703 -330
4,420   4,391 29
6,506   7,055 -549
3,691   3,610 81
6,767   6,810 -43
8,490   8,424 66
9,161   7,927 1,234
14,489   13,989 500
757   683 74
2,327   2,135 192
3,820   3,269 551
3,820   3,376 444
3,820   3,421 399
9,291   8,428 863
26,815   16,408 10,407
34,349   36,779 -2,430
13,630   11,851 1,779
7,472   7,576 -104
15,013   15,878 -865
32,132   34,137 -2,005
1,802   1,297 505
8,015   4,755 3,260
11,410   8,257 3,153
      0
285   206 79
854   618 236
3,984   2,884 1,100
5,548   4,017 1,531
13,854   10,275 3,579
17,317   12,686 4,631
2,020   684 1,336
1,711   1,283 428
3,422   2,537 885
5,133   3,862 1,271
5,133   3,876 1,257
2,218   1,437 781
2,197   1,437 760
6,630   4,425 2,205
6,573   4,311 2,262
8,870   5,900 2,970
9,842   9,639 203
21,530   22,420 -890
9,161   6,873 2,288
40,215   30,240 9,975
4,225   3,449 776
10,662   8,621 2,041
10,462   8,621 1,841
30,093   16,995 13,098
1,878   1,264 614
2,272   1,518 754
2,666   1,793 873
3,384   2,597 787
10,926   8,439 2,487
22,558   17,086 5,472
2,687   1,507 1,180
3,988   2,261 1,727
6,647   3,689 2,958
29,441   16,232 13,209
3,097   2,627 470
5,945   4,159 1,786
35,818   24,541 11,277
1,904   1,171 733
11,423   5,171 6,252
8,521   7,072 1,449
36,452   16,862 19,590
33,608   12,124 21,484
3,185   1,997 1,188
6,371   3,628 2,743
6,371   3,812 2,559
12,741   6,884 5,857
15,926   13,036 2,890
1,949   1,578 371
1,949   1,590 359
2,015   1,276 739
3,898   2,552 1,346
4,040   2,552 1,488
4,031   2,552 1,479
9,810   3,321 6,489
9,810   8,016 1,794
12,306   6,484 5,822
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       7,934
b       1,534
c       4,590
d       9,616
e       -6,998
      17,878
      19,999
      676
      1,624
      5,727
      1,178
      4,121
      3,456
      -52,794
      9,891
      7,500
      -14,106
      -22,056
      -918
      -12,651
      17
      22
      31
      65
      96
      6,705
      6,708
      38,375
      2,792
      4,791
      19,799
      1,757
      2,821
      3,202
      731
      2,564
      18,709
      2,135
      6,401
      3,713
      3,352
      2,371
      6,283
      19,247
      7,409
      9,601
      12,671
      16,908
      43,031
      715
      1,305
      1,579
      984
      857
      1,882
      1,000
      878
      390
      1,687
      2,367
      -6,665
      776
      -330
      29
      -549
      81
      -43
      66
      1,234
      500
      74
      192
      551
      444
      399
      863
      10,407
      -2,430
      1,779
      -104
      -865
      -2,005
      505
      3,260
      3,153
      0
      79
      236
      1,100
      1,531
      3,579
      4,631
      1,336
      428
      885
      1,271
      1,257
      781
      760
      2,205
      2,262
      2,970
      203
      -890
      2,288
      9,975
      776
      2,041
      1,841
      13,098
      614
      754
      873
      787
      2,487
      5,472
      1,180
      1,727
      2,958
      13,209
      470
      1,786
      11,277
      733
      6,252
      1,449
      19,590
      21,484
      1,188
      2,743
      2,559
      5,857
      2,890
      371
      359
      739
      1,346
      1,488
      1,479
      6,489
      1,794
      5,822
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 2 436,343
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 55,937 4,519,696 0.012376
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
2 Total of line 1, column (d) ...................... 2 0.393095
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 0.078619
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,231,424
5 Multiply line 4 by line 3....................... 5 411,289
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,356
7 Add lines 5 and 6......................... 7 415,645
8 Enter qualifying distributions from Part XII, line 4.............. 8 386,476
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 8,713
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 8,713
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 8,713
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 10,160
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 10,160
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 1,447
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,447 RefundedBullet 11 0
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$ 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 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
     
    No
    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 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
    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
    TIMOTHY ROSS TRUSTEE
    0.50
    0 0 0
    318 5TH STREET
    BROOKLYN,NY11215
    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 (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 NONE 0
    2  
    All other program-related investments. See 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
    4,759,899
    b
    Average of monthly cash balances.......................
    1b
    551,191
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,311,090
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,311,090
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    79,666
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,231,424
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    261,571
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    261,571
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,713
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,713
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    252,858
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    252,858
    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
    252,858
    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
    386,476
    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
     
    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
    386,476
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    386,476
    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 7 252,858
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010....... 22,073
    c From 2011....... 206,232
    d From 2012....... 298,645
    e From 2013.......  
    fTotal of lines 3a through e......... 526,950
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 386,476
    a Applied to 2013, 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 2014 distributable amount..... 252,858
    e Remaining amount distributed out of corpus 133,618
    5 Excess distributions carryover applied to 2014. 0 0
    (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 5 660,568
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    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) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    660,568
    10 Analysis of line 9:
    a Excess from 2010.... 22,073
    b Excess from 2011.... 206,232
    c Excess from 2012.... 298,645
    d Excess from 2013....  
    e Excess from 2014.... 133,618
    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).)
    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
    EBRETTSCHNEIDER@GMAIL.COM
    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 (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
    ASSOCIATION TO BENEFIT CHILDREN-COLUMBIA SYMPOSIUM
    419 EAST 86TH STREET
    NEW YORK,NY10028
    NONE PUBLIC CHARITY UNDERWRITING SYMPOSIUM TO IMPLEMENT MODEL IN CHILD-PARENT PSYCHOTHERAPY IN CHILD WELFARE SYSTEM 2,800
    MOUNT SINAI ADOCLESCENT HEALTH CENTER
    320 EAST 94TH STREET
    NEW YORK,NY10128
    NONE PUBLIC CHARITY FUNDING TO DESIGN SERVICE FOR HIGH RISK TRAUMATIZED ADOLESCENTS 10,000
    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. 328
    CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET
    NEW YORK,NY10027
    NONE PUBLIC CHARITY SOUTH BRONX HEALTH CENTER'S MENTAL HEALTH SERVICES 15,000
    FOSTER CHANGE FOR CHILDREN
    PO BOX 1027
    ROCKY POINT,NY11778
    NONE PUBLIC CHARITY ADOPT-MENT, SPECIALIZED MENTORING PROGRAM FOR FOSTER & ADOPTED YOUTH 10,000
    GETTING OUT AND STAYING OUT
    91 EAST 116TH STREET
    NEW YORK,NY10029
    NONE PUBLIC CHARITY EXPAND AVAILABLILITY OF SERVICES ON NATIONAL LEVEL 20,000
    GOOD SHEPARD SERVICES
    305 SEVENTH AVENUE
    NEW YORK,NY10001
    NONE PUBLIC CHARITY SUPPORT EXTENDING SANCTUARY MODEL AND TRAUMA INFORMED PRACTICE IN SCHOOLS 20,000
    HOUR CHILDREN
    36-11 12TH STREET
    LONG ISLAND CITY,NY11106
    NONE PUBLIC CHARITY MENTAL HEALTH SUPPORT FOR FAMILIES IMPACTED BY MATERNAL INCARCERATION 20,000
    NATIONAL SCHOOL CLIMATE CENTER
    341 WEST 38TH STREET 9TH FL
    NEW YORK,NY10018
    NONE PUBLIC CHARITY DEVELOP AND PILOT STUDENT LED MENTAL HEALTH FOR STUDENTS 30,000
    SICD RESOURCE CEMTER - NYC REGIOANL OFFICE
    421 EAST 26TH STREET 13TH FL
    NEW YORK,NY10016
    NONE PUBLIC CHARITY SAFE SLEEP SWEEP DOWNLOADABLE APP PILOT PROGRAM 20,000
    CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010
    NONE PUBLIC CHARITY FUND THE LAUNCH OF A TARGET SELF HARM INTERVENTION STRATEGY AT CURTIS HIGH 20,000
    THE FORTUNE SOCIETY
    29-76 NORTHERN BOULEVARD
    LONG ISLAND CITY,NY11101
    NONE PUBLIC CHARITY FUND LIFE SAVING MENTAL HEALTH OF COURT INVOLVED YOUTH 20,000
    THE FOSTERING CONNECTION
    121 AVENUE OF THE AMERICAS 6TH FL
    NEW YORK,NY10013
    NONE PUBLIC CHARITY SUPPORT THE WORK OF CLINICAL DIRECTOR IN BUILDING COMMUNITY PRACTICE 20,000
    THE OSBORNE ASSOCIATION
    175 REMSEN STREET 8TH FL
    BROOKLYN,NY11201
    NONE PUBLIC CHARITY SUPPORT TELEVISTING AS THERAPEUTIC INVERTVENTION FOR CHILDREN OF INCARCERATED PARENTS 20,000
    ARAB AMERICAN FAMILY SUPPORT CENTER
    150 COURT STREET 3RD FL
    BROOKLYN,NY11201
    NONE PUBLIC CHARITY FUNDING EXPANSION OF THE YOUTH PROGRAM 10,000
    ASSOCIATION TO BENEFIT CHILDREN
    419 EAST 86TH STREET
    NEW YORK,NY10028
    NONE PUBLIC CHARITY FUNDING MENTAL HEALTH TREATMENT OF CHILDREN UNDER AGE OF 5 SUFFERING FROM TRAUMA, ABUSE & NEGLECT 35,000
    BALCK WOMEN'S BLUEPRINT
    279 EMPIRE BOULEVARD
    BROOKLYN,NY11225
    NONE PUBLIC CHARITY PREVENTION OF SEXUAL CHILD ABUSE FROM CHILDREN OR ADULTS VIA CDC ECOLOGICAL MODEL 5,000
    CENTER FOR ALTERNATIVE SENTENCING & EMPLOYMENT SERVICES
    346 BROADWAY 2RD FL
    NEW YORK,NY10013
    NONE PUBLIC CHARITY IMPLEMENT COMPONENTS OF TREATMENT MODEL DEVELOPED IN 2013 10,000
    COMMUNITY CONNECTIONS FOR YOUTH INC
    199 LINCOLN AVENUE STE 212
    BRONX,NY10454
    NONE PUBLIC CHARITY PROVIDE FUNDING FOR A COURT-DIVERSION PROGRAM FOR TEENS FROM MOTT HAVEN NEIGHBORHOOD 5,000
    CORRECTIONAL ASSOCIATION OF NEW YORK
    2090 ADAM CLAYTON POWELL BLVD STE
    200
    NEW YORK,NY10027
    NONE PUBLIC CHARITY FUND THE PROGRAM TO RAISE THE AGE OF CRIMINAL RESPONSIBILITY TO 18 10,000
    VERA INSTITUTE OF JUSTICE
    233 BROADWAY 12TH FL
    NEW YORK,NY10279
    NONE PUBLIC CHARITY PROVIDE FUNDING FOR THE UNACCOMPANIED IMIGRANT CHILDREN OF NEW YORK PROGRAM 10,000
    NEW YORKERS FOR CHILDREN
    450 SEVENTHAVENUE STE 403
    NEW YORK,NY10123
    NONE PUBLIC CHARITY FUNDING TO SUPPORT INITIATIVE TO IMPROVE OUTCOMES FOR YOUTH IN FOSTER CARE 40,000
    VERA INSTITUTE OF JUSTICE - COMMON JUSTICE
    233 BROADWAY 12TH FL
    NEW YORK,NY10279
    NONE PUBLIC CHARITY PROVIDE MENTAL HEALTH FOR YOUNG MEN OF COLOR WHOSE NEED AROSE AS CRIME VICTIMS 10,000
    NEW YORK CITY ACS
    150 WILLIAM STREET
    NEW YORK,NY10038
    NONE PUBLIC CHARITY REFRESHMENTS PROVIDED AT EVENTS INVOLVING YOUTH IN THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEM 475
    HUMAN SERVICES COUNCIL
    130 EAST 59TH STREET
    NEW YORK,NY10022
    NONE PUBLIC CHARITY TO SUPPORT NOT FOR PROFIT ADVOCACY 300
    Total .................................bullet 3a 363,903
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............
             
    4 Dividends and interest from securities....         69,824
    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 .............
            436,343
    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 0 506,167
    13Total. Add line 12, columns (b), (d), and (e)..................
    13506,167
    (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 (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

    TY 2014 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 3,250   3,250

    TY 2014 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
    ACTAVIS PLC 46,087 45,046
    ACTIVISION BLIZZARD 52,216 48,360
    AMERICAN TOWER CORP 36,137 148,275
    BLACKROCK 33,991 71,511
    BORG WARNER AUTOMOTIVE 45,095 41,212
    CHENIERE ENERGY PARTNERS 53,924 50,692
    COOPER COMPANIES INC 77,761 81,044
    CROWN CASTLE INTERNATIONAL 78,277 78,700
    DELPHI AUTOMOTIVE 40,875 65,448
    ENBRIDGE ENERGY MGT 34,942 133,941
    GOLUB CAP BDC 37,000 44,824
    HOEGH LNG PARTNERS LP 75,095 67,080
    IHS INC 53,777 59,787
    ITC HOLDING CORP 58,603 136,450
    INTUIT INC 41,416 57,618
    JOHNSON & JOHNSON 56,670 70,594
    MASTERCARD INCORPORATED 60,545 60,312
    NEW MOUNTAIN FINANCE 28,460 29,880
    NEXTERA ENERGY 77,694 132,862
    SANDISK CORP 64,896 63,687
    SEADRILL PARTNERS LLC 58,530 40,575
    STARWOOD PROPERTY TRUST 35,710 58,100
    TARGA RESOURCES 35,921 84,840
    TEEKAY OFFSHORE 54,102 60,277
    TEEKAY CORPORATION MARSHALL ISLAND 56,932 101,780
    TEVA PHARMACEUTICAL 85,722 86,265
    TRANSLATA RENEWABLES 60,796 61,848
    VERISK ANALYTICS 59,952 64,050
    VERESEEN 48,274 53,809
    SEASPAN CORPORATION 15,496 20,063
    DREYFUS MONEY MKT RESERVE 129,377 129,377
    AMERICAN EXPRESS 25,479 53,498
    ANTERO RESOURCES 41,281 33,479
    APPLE 29,875 94,265
    ASNUL HOLDINGS 39,643 51,219
    BRISTOL MYERS SQUIBB 35,569 59,030
    CABOT OIL & GAS 29,915 44,415
    CDW CORPORATION 29,271 30,774
    CHURCH & DWIGHT 20,740 45,316
    CME GROUP 46,069 55,406
    COMCAST CORPORATION 39,316 41,735
    COOPER COMPANIES INC 29,786 40,523
    COSTCO WHOLESALE CORP 51,136 63,788
    DANAHER CORP 28,891 59,997
    DOVER CORP 39,541 48,411
    EOG RES 21,964 46,035
    ESTEE LAUDER 42,051 57,150
    FISERV INC 18,206 67,422
    FMC TECHNOLOGIES 36,591 43,327
    INTUIT INC 29,202 46,095
    IPG PHOTONICS CORP 39,122 43,079
    JPMORGAN CHASE 45,659 57,887
    JOHNSON & JOHNSON 53,170 60,128
    LENNAR 22,598 58,253
    M & T BANK 26,265 31,405
    MOODYS 38,805 55,091
    NESTLE 17,615 38,299
    OMNICOM GROUP 29,177 32,925
    PITNEY BOWES INC 42,164 45,085
    PRECISION CASTPARTS 43,365 60,220
    RANGE RESOURCES 35,193 29,397
    ROPER INDUSTRIES 7,816 39,087
    RPM INTERNATIONAL 31,288 35,497
    SANDISK 44,848 75,934
    SCHLUMBERGER 14,115 36,299
    SIRONA DENTAL SYSTEMS 22,906 41,500
    TIFFANY & COMPANY 6,719 8,014
    TOLL BROTHERS 51,133 53,975
    TYCO INTERNATIONAL 30,281 58,114
    WALT DISNEY 21,999 68,287
    WHITEWAVE 22,741 46,361

    TY 2014 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 2,039 0   2,039
    ADVISORY FEES 66,188 66,188   0
    WEBSITE EXPENSES 919 0   919


    TY 2014 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 1,093 1,093   0
    FEDERAL TAXES 20,292 0   0
    PENALTIES-FEDERAL 79 0   0