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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
VIOLA W BERNARD FOUNDATION
C/O 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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,222,063J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 24,884 24,884  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 869,315
b Gross sales price for all assets on line 6a 3,686,808
7 Capital gain net income (from Part IV, line 2)... 869,315
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........ 894,199 894,199  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 0   10,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,322 3,350   7,972
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,717 194   250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,392 0   4,392
22 Printing and publications.......... 145 0   145
23 Other expenses (attach schedule)....... Click to see attachment 34,763 31,263   3,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,339 34,807   26,259
25 Contributions, gifts, grants paid....... 2,496,000 2,496,000
26 Total expenses and disbursements. Add lines 24 and 25 2,564,339 34,807   2,522,259
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,670,140
b Net investment income (if negative, enter -0-) 859,392
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 716,679 1,616,241 1,616,241
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,975,778 Click to see attachment406,077 605,822
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) 3,692,457 2,022,318 2,222,063
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 2,971,422 1,301,283
30 Total net assets or fund balances (see instructions)..... 3,692,457 2,022,318
31 Total liabilities and net assets/fund balances (see instructions). 3,692,457 2,022,318
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
3,692,457
2
Enter amount from Part I, line 27a .....................
2
-1,670,140
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1
4
Add lines 1, 2, and 3 ..........................
4
2,022,318
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
2,022,318
Form 990-PF (2015)
Form 990-PF (2015)
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 ATVI P 2014-12-04 2015-11-06
b ATVI P 2014-12-04 2015-09-18
c ATVI P 2014-12-04 2015-09-24
d ATVI P 2014-12-04 2015-01-23
e ACTAVIS PLC P 2014-12-11 2015-01-23
AGN P 2014-12-11 2015-09-18
BWA P 2014-02-20 2015-01-23
COO P 2014-10-22 2015-01-23
COO P 2014-10-22 2015-08-19
CQH P 2014-07-29 2015-01-23
CQH P 2014-07-29 2015-07-29
CCI P 2014-10-31 2015-01-23
CCI P 2014-10-31 2015-06-04
HMLP P 2014-08-07 2015-01-16
HMLP P 2014-09-05 2015-01-16
JPM P 2015-01-06 2015-01-16
JPM P 2015-01-06 2015-09-18
LNC P 2015-06-08 2015-01-23
MA P 2014-12-19 2015-09-18
MA P 2014-12-19 2015-09-18
ORCL P 2015-01-22 2015-01-23
ORCL P 2015-01-22 2015-07-23
SNDK P 2014-11-18 2015-01-23
HOT P 2015-03-24 2015-07-28
HOT P 2014-12-30 2015-07-28
HOT P 2014-12-30 2015-01-25
HOT P 2014-12-30 2015-08-13
TEVA P 2014-12-19 2015-07-27
TEVA P 2014-12-12 2015-09-11
TEVA P 2014-12-12 2015-07-27
TEVA P 1917-12-19 2015-01-23
VRSK P 2014-05-02 2015-01-23
VERESEN INC P 2014-03-25 2015-01-23
AMT P 2005-09-22 2015-01-23
AMT P 2005-09-22 2015-09-18
AMT P 2005-09-16 2015-01-23
AMT P 2005-09-22 2015-03-12
BLK P 2010-11-08 2015-09-18
BLK P 2010-11-08 2015-01-23
BWA P 2014-02-20 2015-07-20
DLPH P 2013-05-01 2015-07-23
DLPH P 2013-05-01 2015-09-18
DLPH P 2013-05-01 2015-01-23
EEQ P 2003-10-29 2015-01-23
EEQ P 2003-10-29 2015-09-18
EEQ P 2003-10-29 2015-01-23
EEQ P 2003-10-29 2015-03-18
GBDC P 2010-04-22 2015-01-23
GBDC P 2010-04-22 2015-09-18
GBDC P 2011-03-31 2015-01-23
IHS P 2013-10-09 2015-01-23
IHS P 2013-05-08 2015-01-23
IHS P 2013-05-08 2015-03-24
ITC P 2009-06-02 2015-09-18
ITC P 2007-11-14 2015-09-18
ITC P 2007-11-14 2015-03-10
ITC P 2007-11-14 2015-01-23
INTU P 2013-09-26 2015-09-18
INTU P 2013-09-26 2015-01-23
JNJ P 2013-04-19 2015-09-18
JNJ P 2013-04-19 2015-01-23
NEE P 2007-04-18 2015-09-18
NEE P 2007-09-17 2015-09-18
NEE P 2007-04-18 2015-01-23
NEE P 2007-10-15 2015-01-23
NEE P 2007-04-18 2015-03-09
NMFC P 2012-07-12 2015-12-14
NMFC P 2012-07-12 2015-09-18
NMFC P 2012-07-12 2015-12-14
NMFC P 2012-07-12 2015-01-23
STWD P 2010-12-09 2015-01-23
STWD P 2012-04-17 2015-01-23
STWD P 2010-12-09 2015-09-18
STWD P 2010-12-09 2015-12-14
SSWPRC P 2011-01-21 2015-01-23
SDLP P 2013-02-20 2015-01-22
SDLP P 2013-02-20 2015-01-22
SDLP P 2012-10-22 2015-01-22
TK P 2010-11-30 2015-01-23
TK P 2010-06-30 2015-09-18
TK P 2010-07-30 2015-09-18
TK P 2010-11-01 2015-01-23
TK P 2010-06-02 2015-12-17
TOO P 2011-04-25 2015-01-23
TOO P 2011-04-25 2015-09-18
TRGP P 2012-08-07 2015-01-23
TRGP P 2012-08-07 2015-03-10
TRSWF P 2013-08-09 2015-09-18
VRSK P 2014-05-02 2015-10-01
VRSK P 2014-05-02 2015-09-18
FCGYF P 2014-03-25 2015-07-21
FCGYF P 2014-01-30 2015-07-21
TRANSSALTA RENEWABLES P 2013-08-09 2015-01-23
AR P 2015-03-05 2015-08-27
AR P 2014-04-14 2015-01-23
ASML P 2014-07-29 2015-01-23
ASML P 2014-07-29 2015-01-29
AGN P 2015-02-27 2015-09-18
AGN P 2015-03-26 2015-09-18
AXP P 2014-08-11 2015-01-23
AXP P 2014-08-08 2015-01-23
BMY P 2015-04-17 2015-09-18
BMY P 2015-09-08 2015-09-18
BMY P 2014-04-17 2015-01-15
COO P 2014-02-03 2015-01-29
COO P 2014-02-03 2015-01-23
CVS P 2015-09-01 2015-09-18
COST P 2014-02-10 2015-01-29
COST P 2014-03-06 2015-01-29
COST P 2014-03-06 2015-01-23
COMCAST P 2014-10-24 2015-01-23
COMCAST P 2014-10-24 2015-09-18
COMCAST P 2014-12-18 2015-01-23
COMCAST P 2014-10-23 2015-09-18
COMCAST P 2014-10-24 2015-01-29
COG P 2014-03-05 2015-01-23
COG P 2014-03-05 2015-01-29
COG P 2014-03-05 2015-01-23
CME P 2014-02-24 2015-01-29
CME P 2014-02-24 2015-01-23
CDW P 2014-12-16 2015-10-08
CDW P 2015-05-08 2015-09-18
CDW P 2015-05-07 2015-09-18
CDW P 2014-12-16 2015-09-18
CDW P 2014-12-16 2015-01-23
CDW P 2014-12-16 2015-01-29
DHR P 2014-04-17 2015-01-23
DOV P 2014-09-24 2015-01-23
DOV P 2014-02-03 2015-01-29
FDX P 2015-04-09 2015-09-15
IPGP P 2014-09-23 2015-01-23
IPGP P 2014-10-02 2015-01-23
IPGP P 2014-10-03 2015-01-23
IPGP P 2014-09-23 2015-01-29
IPGP P 2014-09-23 2015-09-18
JNJ P 2014-10-14 2015-01-23
EL P 2014-02-05 2015-01-23
MAR P 2015-08-20 2015-09-18
MAR P 2015-08-18 2015-09-18
MAR P 2015-08-19 2015-09-18
MCO P 2014-03-03 2015-01-23
MCO P 2014-03-03 2015-01-29
OMC P 2014-10-23 2015-01-23
OMC P 2014-10-23 2015-01-29
OMC P 2014-10-23 2015-04-09
PFE P 2015-08-24 2015-09-18
PBI P 2014-04-28 2015-01-23
PBI P 2014-03-25 2015-01-23
PBI P 2014-04-28 2015-01-29
PBI P 2014-04-29 2015-01-23
PBI P 1917-03-24 2015-01-23
PRECISION CAST PARTS P 2014-07-29 2015-01-23
PRECISION CAST PARTS P 2014-04-29 2015-01-23
PRECISION CAST PARTS P 2014-05-08 2015-01-23
RRC P 2015-06-05 2015-09-18
RRC P 2015-06-04 2015-09-18
RPM P 2014-06-11 2015-01-09
RPM P 2014-06-10 2015-01-14
RPM P 2014-06-10 2015-01-15
RPM P 2014-06-10 2015-01-20
RPM P 2014-06-10 2015-01-09
RPM P 2014-06-10 2015-01-16
RPM P 2014-06-11 2015-01-08
SNDK P 2014-01-23 2015-01-23
TYC P 2014-11-13 2015-01-23
TIF P 2014-10-20 2015-01-08
AR P 2013-10-10 2015-01-29
AR P 2014-01-13 2015-01-29
AR P 2013-10-10 2015-08-24
AR P 2013-10-10 2015-08-27
AR P 2014-01-13 2015-01-23
AR P 2013-10-23 2015-01-29
AR P 2013-10-10 2015-08-21
ASML P 2014-07-29 2015-09-18
AXP P 2010-10-07 2015-01-23
AXP P 2010-10-07 2015-09-28
AXP P 2010-10-07 2015-01-29
AXP P 2010-10-07 2015-09-18
AAPL P 2010-04-21 2015-01-23
AAPL P 2010-05-05 2015-01-23
AAPL P 2010-04-12 2015-01-23
AAPL P 2010-04-12 2015-09-18
BMY P 2012-09-25 2015-09-18
BMY P 2012-10-04 2015-09-18
BMY P 2012-09-25 2015-01-15
BMY P 2012-09-25 2015-01-23
BMY P 2012-09-25 2015-01-29
COO P 2014-02-03 2015-08-31
COO P 2014-02-03 2015-09-18
COST P 2014-02-10 2015-11-05
COST P 2014-02-10 2015-04-09
COST P 2014-02-10 2015-09-18
COG P 2011-04-27 2015-06-09
COG P 2011-04-27 2015-06-04
COG P 2011-04-27 2015-06-10
COG P 2011-04-27 2015-03-02
COG P 2011-04-27 2015-09-18
COG P 2011-04-27 2015-01-29
CME P 2014-06-19 2015-12-07
CME P 2014-06-19 2015-09-18
CME P 2014-01-13 2015-09-18
CME P 2014-01-14 2015-01-23
CME P 2014-02-28 2015-09-18
CME P 2014-01-13 2015-01-29
CHD P 2012-11-15 2015-01-23
CHD P 2010-01-15 2015-08-05
CHD P 2010-02-02 2015-08-05
CHD P 2010-02-02 2015-09-18
CHD P 2012-10-31 2015-01-23
CHD P 2010-01-15 2015-01-29
DHR P 2007-06-07 2015-01-23
DHR P 2007-06-07 2015-09-18
DHR P 2007-06-07 2015-01-29
DIS P 2011-09-30 2015-11-09
DIS P 2011-09-30 2015-01-23
DIS P 2011-09-30 2015-01-29
DIS P 2011-09-30 2015-09-18
DOV P 2012-03-23 2015-09-18
DOV P 2013-10-17 2015-01-23
DOV P 2012-03-23 2015-01-29
DOV P 2012-04-05 2015-09-18
EOG P 2009-12-07 2015-01-23
EOG P 2009-12-07 2015-09-18
EOG P 2009-12-07 2015-01-29
FTI P 2013-08-08 2015-01-29
FTI P 1919-07-25 2015-01-29
FTI P 2010-05-21 2015-10-12
FTI P 2012-04-25 2015-01-29
FTI P 2010-05-21 2015-01-29
FTI P 2010-05-21 2015-09-18
FTI P 2013-08-08 2015-01-23
FISV P 2008-11-10 2015-09-28
FISV P 2007-08-23 2015-01-29
FISV P 2008-11-10 2015-01-29
FISV P 2007-08-23 2015-01-23
FISV P 2008-11-10 2015-09-18
INTU P 2013-05-23 2015-05-22
INTU P 2013-05-23 2015-01-23
INTU P 2013-05-24 2015-09-18
INTU P 2013-05-23 2015-01-29
JPM P 2013-08-15 2015-01-29
JPM P 2013-04-18 2015-01-29
JPM P 2013-08-15 2015-01-23
JPM P 2013-04-18 2015-09-18
JNJ P 2014-01-21 2015-09-18
JNJ P 2014-01-31 2015-09-18
JNJ P 2014-01-21 2015-01-23
JNJ P 2014-02-28 2015-09-18
JNJ P 2014-01-21 2015-01-29
EL P 2012-11-05 2015-01-23
EL P 2012-11-05 2015-01-29
EL P 2012-07-25 2015-01-29
EL P 2012-07-25 2015-09-18
EL P 2012-07-25 2015-02-06
LEN P 2009-11-16 2015-01-23
LEN P 2013-07-08 2015-01-23
LEN P 2009-11-16 2015-01-29
LEN P 2009-11-16 2015-09-18
MTB P 2013-06-04 2015-01-29
MTB P 2013-06-03 2015-02-17
MTB P 2013-06-03 2015-02-18
MTB P 2013-06-03 2015-01-29
MTB P 2013-06-03 2015-02-25
MTB P 2013-06-04 2015-01-23
MCO P 2013-03-19 2015-09-28
MCO P 2014-03-27 2015-09-18
MCO P 2013-03-19 2015-09-18
NSRGY P 2008-11-26 2015-09-18
NSRGY P 2009-03-18 2015-09-18
NSRGY P 2008-11-26 2015-01-23
NSRGY P 2008-11-26 2015-01-29
PBI P 2014-01-24 2015-01-29
PBI P 2014-01-24 2015-09-18
PRECISION CAST PARTS P 2011-01-24 2015-01-29
PRECISION CAST PARTS P 2011-01-24 2015-08-18
RRC P 2013-01-08 2015-04-17
RRC P 2013-01-08 2015-09-18
RRC P 2013-01-08 2015-01-23
RRC P 2013-01-08 2015-01-29
ROP P 2005-02-09 2015-09-18
ROP P 2005-02-09 2015-01-23
ROP P 2005-02-09 2015-01-29
SNDK P 2013-08-08 2015-04-07
SNDK P 2013-08-08 2015-03-26
SNDK P 2013-08-08 2015-09-18
SNDK P 2013-08-08 2015-01-23
SNDK P 2013-08-19 2015-09-18
SNDK P 2013-08-08 2015-01-29
SIRO P 2012-06-06 2015-06-12
SIRO P 2012-06-07 2015-06-12
SIRO P 2011-04-04 2015-01-09
SIRO P 2012-06-06 2015-09-18
SIRO P 2011-04-04 2015-01-23
SIRO P 2011-04-04 2015-01-29
SLB P 2005-05-20 2015-09-18
SLB P 2005-05-20 2015-01-23
SLB P 2005-05-20 2015-01-29
TYC P 2009-08-20 2015-09-29
TYC P 2012-11-02 2015-01-23
TYC P 2009-08-20 2015-01-29
TYC P 2012-10-02 2015-01-23
TYC P 2009-08-20 2015-09-29
TYC P 2012-11-02 2015-01-29
TYC P 2009-08-20 2015-09-18
TOL P 2012-12-20 2015-01-23
TOL P 2012-12-17 2015-01-29
TOL P 2013-02-21 2015-01-23
TOL P 2012-02-17 2015-09-18
TOL P 2013-01-15 2015-01-23
TOL P 2013-08-08 2015-09-18
TOL P 2012-12-20 2015-01-29
WWAV P 2013-06-06 2015-08-06
WWAV P 2013-06-06 2015-03-30
WWAV P 2013-06-17 2015-09-18
WWAV P 2013-06-06 2015-01-23
WWAV P 2013-06-06 2015-01-29
(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 15,750   9,790 5,960
b 16,312   11,422 4,890
c 17,118   11,966 5,152
d 18,204   19,037 -833
e 20,988   19,752 1,236
11,801   10,534 1,267
15,061   16,535 -1,474
28,549   27,216 1,333
55,616   50,545 5,071
18,602   20,339 -1,737
29,959   33,445 -3,486
32,636   29,354 3,282
52,407   48,923 3,484
19,580   22,000 -2,420
38,270   53,095 -14,825
15,266   14,953 313
21,476   22,429 -953
28,595   35,883 -7,288
16,245   15,136 1,109
21,155   21,623 -468
28,768   28,360 408
39,079   43,630 -4,551
52,837   64,896 -12,059
4,055   4,218 -163
14,191   14,251 -60
22,476   24,430 -1,954
24,669   26,466 -1,797
7,037   5,788 1,249
23,813   21,220 2,593
33,426   26,878 6,548
32,381   31,836 545
24,472   22,482 1,990
17,231   18,826 -1,595
5,002   1,181 3,821
13,630   3,544 10,086
50,021   12,508 37,513
52,575   12,996 39,579
15,533   8,498 7,035
26,828   12,747 14,081
24,730   28,560 -3,830
3,906   2,271 1,635
17,439   10,219 7,220
22,668   14,760 7,908
6,702   1,754 4,948
8,086   2,976 5,110
41,691   11,699 29,992
52,189   14,157 38,032
3,140   2,531 609
9,614   8,317 1,297
13,458   11,686 1,772
5,812   5,473 339
17,436   15,254 2,182
36,002   33,049 2,953
2,451   1,104 1,347
12,255   6,794 5,461
36,333   18,118 18,215
54,381   22,648 31,733
12,827   9,940 2,887
20,255   14,910 5,345
16,422   14,692 1,730
25,612   20,989 4,623
2,458   1,556 902
7,373   4,551 2,822
21,967   12,446 9,521
27,459   15,858 11,601
52,086   32,667 19,419
1,336   1,579 -243
7,192   7,175 17
7,776   8,944 -1,168
10,953   10,763 190
10,196   6,063 4,133
11,995   7,544 4,451
12,519   8,203 4,316
19,792   14,266 5,526
7,445   5,228 2,217
660   1,182 -522
5,941   10,634 -4,693
26,404   41,596 -15,192
11,176   8,036 3,140
12,999   9,615 3,384
12,999   10,401 2,598
22,352   16,057 6,295
4,005   12,822 -8,817
18,062   18,150 -88
24,085   28,387 -4,302
27,505   13,471 14,034
48,262   22,451 25,811
32,681   37,937 -5,256
15,466   11,990 3,476
18,230   14,988 3,242
20,042   6,024 14,018
4,581   23,424 -18,843
24,526   22,859 1,667
2,423   3,739 -1,316
4,483   7,468 -2,985
13,227   10,432 2,795
13,231   10,432 2,799
5,893   5,821 72
7,366   7,563 -197
2,115   2,175 -60
4,231   4,334 -103
1,585   1,639 -54
3,170   2,899 271
6,186   4,949 1,237
7,940   5,957 1,983
12,177   8,936 3,241
9,959   10,068 -109
7,007   5,670 1,337
10,511   8,545 1,966
17,752   14,241 3,511
1,402   1,357 45
1,459   1,357 102
9,816   9,785 31
10,216   9,312 904
10,682   10,854 -172
714   867 -153
1,323   1,728 -405
10,716   12,958 -2,242
6,431   5,590 841
8,877   7,453 1,424
2,132   1,673 459
3,067   2,790 277
5,111   4,654 457
6,133   5,018 1,115
8,017   7,527 490
8,679   8,363 316
8,430   7,268 1,162
1,759   2,049 -290
3,496   3,464 32
14,592   17,265 -2,673
1,877   1,695 182
3,754   3,404 350
5,631   5,201 430
11,125   10,172 953
14,337   11,868 2,469
7,678   7,388 290
11,090   9,807 1,283
1,744   1,759 -15
1,744   1,810 -66
6,975   7,185 -210
14,097   11,780 2,317
13,768   11,780 1,988
9,320   8,581 739
9,248   8,581 667
13,683   12,014 1,669
9,930   9,791 139
1,218   1,225 -7
1,218   1,287 -69
1,201   1,225 -24
3,654   3,739 -85
6,091   6,357 -266
5,190   5,841 -651
5,190   6,324 -1,134
5,190   6,368 -1,178
1,853   2,761 -908
1,853   2,774 -921
2,301   2,240 61
2,287   2,231 56
2,282   2,231 51
2,299   2,231 68
6,904   6,695 209
6,833   6,695 138
9,362   8,963 399
3,983   3,559 424
4,247   4,211 36
7,876   6,719 1,157
848   1,100 -252
1,696   2,729 -1,033
1,771   3,300 -1,529
1,817   3,300 -1,483
3,586   5,458 -1,872
5,089   8,026 -2,937
5,543   9,900 -4,357
11,308   10,432 876
6,346   2,845 3,501
7,344   3,794 3,550
12,266   5,691 6,575
13,307   6,639 6,668
8,010   2,462 5,548
17,373   5,603 11,770
26,570   7,802 18,768
28,905   8,807 20,098
4,755   2,560 2,195
6,340   3,376 2,964
7,733   4,267 3,466
12,454   6,827 5,627
13,684   7,681 6,003
4,082   2,979 1,103
7,638   5,957 1,681
782   567 215
7,444   5,670 1,774
14,298   11,340 2,958
1,705   684 1,021
2,562   1,026 1,536
2,544   1,026 1,518
2,918   1,368 1,550
5,991   3,420 2,571
9,263   4,787 4,476
1,487   1,070 417
4,516   3,568 948
4,516   3,724 792
6,658   5,618 1,040
6,773   5,531 1,242
8,575   7,448 1,127
2,059   1,269 790
2,237   784 1,453
6,711   2,314 4,397
8,438   3,085 5,353
10,293   6,269 4,024
12,331   4,704 7,627
8,430   3,604 4,826
15,095   6,307 8,788
16,685   7,208 9,477
5,802   1,517 4,285
18,994   6,069 12,925
18,521   6,069 12,452
20,696   6,069 14,627
1,525   1,299 226
10,554   10,828 -274
10,489   7,793 2,696
9,150   7,701 1,449
11,495   5,491 6,004
9,680   5,491 4,189
13,248   6,589 6,659
905   1,347 -442
2,716   3,152 -436
3,378   2,850 528
4,527   5,795 -1,268
6,338   4,988 1,350
5,771   4,988 783
9,693   13,470 -3,777
6,369   1,230 5,139
7,330   2,390 4,940
12,828   2,871 9,957
18,520   5,975 12,545
21,718   4,101 17,617
2,685   1,465 1,220
11,179   7,325 3,854
10,710   7,264 3,446
13,199   8,790 4,409
5,559   5,328 231
8,339   7,047 1,292
14,289   13,319 970
15,255   11,744 3,511
2,344   2,332 12
4,687   4,423 264
7,678   6,995 683
9,375   9,199 176
15,276   13,989 1,287
3,697   2,962 735
5,367   4,443 924
8,945   6,537 2,408
9,816   6,537 3,279
11,999   7,844 4,155
6,594   2,220 4,374
8,793   6,677 2,116
16,087   5,179 10,908
18,273   5,179 13,094
2,874   2,627 247
3,101   2,626 475
3,056   2,626 430
5,747   5,251 496
6,063   5,252 811
8,678   7,882 796
2,439   1,262 1,177
5,077   3,885 1,192
12,692   6,311 6,381
1,907   862 1,045
7,629   3,206 4,423
11,648   5,171 6,477
11,524   5,171 6,353
10,805   9,806 999
11,307   11,986 -679
10,092   7,095 2,997
28,854   17,737 11,117
7,575   7,998 -423
4,633   7,998 -3,365
7,346   9,598 -2,252
6,771   9,598 -2,827
7,957   1,563 6,394
11,275   2,345 8,930
11,650   2,345 9,305
1,713   1,447 266
3,394   2,894 500
2,627   2,894 -267
11,949   8,681 3,268
7,882   8,233 -351
17,317   13,022 4,295
2,508   1,092 1,416
2,508   1,094 1,414
4,553   2,552 2,001
7,274   3,275 3,999
11,510   6,380 5,130
11,496   6,380 5,116
7,322   3,321 4,001
10,300   4,152 6,148
10,176   4,152 6,024
836   391 445
2,123   1,391 732
3,117   1,173 1,944
8,493   5,778 2,715
6,690   3,127 3,563
12,467   8,346 4,121
13,384   5,864 7,520
1,671   1,609 62
2,614   2,396 218
5,014   5,096 -82
6,471   5,590 881
7,522   7,786 -264
10,169   8,706 1,463
12,199   11,265 934
1,271   432 839
8,925   3,458 5,467
10,435   3,789 6,646
11,607   6,052 5,555
12,515   6,485 6,030
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       5,960
b       4,890
c       5,152
d       -833
e       1,236
      1,267
      -1,474
      1,333
      5,071
      -1,737
      -3,486
      3,282
      3,484
      -2,420
      -14,825
      313
      -953
      -7,288
      1,109
      -468
      408
      -4,551
      -12,059
      -163
      -60
      -1,954
      -1,797
      1,249
      2,593
      6,548
      545
      1,990
      -1,595
      3,821
      10,086
      37,513
      39,579
      7,035
      14,081
      -3,830
      1,635
      7,220
      7,908
      4,948
      5,110
      29,992
      38,032
      609
      1,297
      1,772
      339
      2,182
      2,953
      1,347
      5,461
      18,215
      31,733
      2,887
      5,345
      1,730
      4,623
      902
      2,822
      9,521
      11,601
      19,419
      -243
      17
      -1,168
      190
      4,133
      4,451
      4,316
      5,526
      2,217
      -522
      -4,693
      -15,192
      3,140
      3,384
      2,598
      6,295
      -8,817
      -88
      -4,302
      14,034
      25,811
      -5,256
      3,476
      3,242
      14,018
      -18,843
      1,667
      -1,316
      -2,985
      2,795
      2,799
      72
      -197
      -60
      -103
      -54
      271
      1,237
      1,983
      3,241
      -109
      1,337
      1,966
      3,511
      45
      102
      31
      904
      -172
      -153
      -405
      -2,242
      841
      1,424
      459
      277
      457
      1,115
      490
      316
      1,162
      -290
      32
      -2,673
      182
      350
      430
      953
      2,469
      290
      1,283
      -15
      -66
      -210
      2,317
      1,988
      739
      667
      1,669
      139
      -7
      -69
      -24
      -85
      -266
      -651
      -1,134
      -1,178
      -908
      -921
      61
      56
      51
      68
      209
      138
      399
      424
      36
      1,157
      -252
      -1,033
      -1,529
      -1,483
      -1,872
      -2,937
      -4,357
      876
      3,501
      3,550
      6,575
      6,668
      5,548
      11,770
      18,768
      20,098
      2,195
      2,964
      3,466
      5,627
      6,003
      1,103
      1,681
      215
      1,774
      2,958
      1,021
      1,536
      1,518
      1,550
      2,571
      4,476
      417
      948
      792
      1,040
      1,242
      1,127
      790
      1,453
      4,397
      5,353
      4,024
      7,627
      4,826
      8,788
      9,477
      4,285
      12,925
      12,452
      14,627
      226
      -274
      2,696
      1,449
      6,004
      4,189
      6,659
      -442
      -436
      528
      -1,268
      1,350
      783
      -3,777
      5,139
      4,940
      9,957
      12,545
      17,617
      1,220
      3,854
      3,446
      4,409
      231
      1,292
      970
      3,511
      12
      264
      683
      176
      1,287
      735
      924
      2,408
      3,279
      4,155
      4,374
      2,116
      10,908
      13,094
      247
      475
      430
      496
      811
      796
      1,177
      1,192
      6,381
      1,045
      4,423
      6,477
      6,353
      999
      -679
      2,997
      11,117
      -423
      -3,365
      -2,252
      -2,827
      6,394
      8,930
      9,305
      266
      500
      -267
      3,268
      -351
      4,295
      1,416
      1,414
      2,001
      3,999
      5,130
      5,116
      4,001
      6,148
      6,024
      445
      732
      1,944
      2,715
      3,563
      4,121
      7,520
      62
      218
      -82
      881
      -264
      1,463
      934
      839
      5,467
      6,646
      5,555
      6,030
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 2 869,315
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))
2014 386,476 5,231,424 0.073876
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
2
Total of line 1, column (d) .....................
20.414135
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
0.082827
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,866,248
5
Multiply line 4 by line 3......................
5
320,230
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,594
7
Add lines 5 and 6........................
7
328,824
8
Enter qualifying distributions from Part XII, line 4.............
8
2,522,259
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,594
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 8,594
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 8,594
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 8,720
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 8,720
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 10 126
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet126 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.VIOLAWBERNARDFOUNDATION.ORG
    14
    The books are in care ofbulletGREENBERG GREENBERG CPA'S 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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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  
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    1,231,690
    b
    Average of monthly cash balances.......................
    1b
    2,693,435
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,925,125
    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
    3,925,125
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,877
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,866,248
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    193,312
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    193,312
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    8,594
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,594
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    184,718
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    184,718
    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
    184,718
    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
    2,522,259
    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
    2,522,259
    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
    8,594
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,513,665
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 184,718
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 22,073
    b From 2011...... 206,232
    c From 2012...... 298,645
    d From 2013......  
    e From 2014...... 133,618
    fTotal of lines 3a through e........ 660,568
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,522,259
    a Applied to 2014, 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 2015 distributable amount..... 184,718
    e Remaining amount distributed out of corpus 2,337,541
    5 Excess distributions carryover applied to 2015. 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 2,998,109
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		22,073
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		2,976,036
    10 Analysis of line 9:
    a Excess from 2011.... 206,232
    b Excess from 2012.... 298,645
    c Excess from 2013....  
    d Excess from 2014.... 133,618
    e Excess from 2015.... 2,337,541
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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
    DRAMA CLUB
    37-27 80TH STREET 1
    JACKSON HTS,NY11372     		NONE PUBLIC CHARITY THEATRE PROGRAMMING FOR INCARCERATED YOUTHS 20,000
    GRAND STREET SETTLEMENT
    80 PITT STREET
    NEW YORK,NY10002     		NONE PUBLIC CHARITY FUNDING FOR IMPACT PROGRAM WHICH BUILD SKILLS OF EARLY CHILDHOOD PROFESSIONALS 10,000
    CHILDRENS LAW CENTER
    44 COURT STREET 11TH FL
    BROOKLYN,NY11201     		NONE PUBLIC CHARITY FUNDING TO SUPPORT CLIENT PRACTICE CONSISTING OF SPECIFIC PARTS 10,000
    POSSIBILITY PROJECT
    104 W 27TH STREET 12TH FL
    NEW YORK,NY10001     		NONE PUBLIC CHARITY FOSTER CARE ALUM TO FOSTER CARE PROGRAM TEAM TO EXPAND PRESENCE IN YOUTHS LIVES 10,000
    VETERANS EDUCATION SUCCESS
    PO BOX 71162
    BETHESDA,MD20813     		NONE PUBLIC CHARITY FUNDING TO SUPPORT EDUCATION OF ENABLE VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES 25,000
    FUND FOR CITY OF NEW YORK
    252 WARREN STREET
    BROOKLYN,NY11201     		NONE PUBLIC CHARITY FUNDING TO SUPPORT PALNNING AND DEVELOPMENT OF POWER OF TWO PROJECT WITH ACS 15,000
    YALE SCHOOL OF MEDICINE
    157 CHURCH STREET
    NEW HAVEN,CT06510     		NONE PUBLIC CHARITY SET UP OF ENDOWED FUND FOR THE YALE CHILD STUDY CENTER 2,350,000
    HEART GALLERY NYC INC
    PO BOX 606
    NEW YORK,NY10028     		NONE PUBLIC CHARITY FUNDING FOR 2015 PRIDE EXHIBIT 1,000
    NEW YORKERS FOR CHILDREN
    450 SEVENTH AVENUE STE 403
    NEW YORK,NY10123     		NONE PUBLIC CHARITY FUNDING TO IMPROVE OUTCOMES OF YOUTH IN FOSTER CARE 30,000
    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 15,000
    NORTHSIDE CENTER
    1301 5TH AVENUE
    NEW YORK,NY10029     		  PUBLIC CHARITY PROGRAM FOR CREATIVE ARTS / DRAMA THERAPY 10,000
    Total .................................bullet 3a 2,496,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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....         24,884
    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 ............     		        869,315
    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 0 894,199
    13Total. Add line 12, columns (b), (d), and (e)..................
    13894,199
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    VIOLA W BERNARD FOUNDATION
     
    C/O CARY A KOPLIN
    EIN:
    13-2621140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,700 3,350   3,350
    LEGAL FEES 4,622 0   4,622

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    VIOLA W BERNARD FOUNDATION
     
    C/O CARY A KOPLIN
    EIN:
    13-2621140
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLERAN PLC 15,800 18,750
    AMERICAN TOWER CORP 5,907 24,238
    BLACKROCK 12,747 25,539
    DELPHI AUTOMOTIVE 13,625 25,719
    ENBRIDGE ENERGY MGT 4,356 10,718
    GOLUB CAP BDC 14,465 16,630
    ITC HOLDING CORP 9,938 26,494
    INTUIT INC 16,566 24,125
    JOHNSON & JOHNSON 20,989 25,680
    JPMORGAN CHASE 22,429 24,761
    MASTERCARD INCORPORATED 23,786 26,774
    NEXTERA ENERGY 10,619 18,181
    SEASPAN CORPORATION 9,030 11,865
    VERISK ANALYTICS 10,492 13,454
    ALLERAN PLC 11,643 12,500
    APPLE 5,201 15,789
    ASNUL HOLDINGS 8,346 8,877
    BRISTOL MYERS SQUIBB 5,908 12,038
    CABOT OIL & GAS 2,052 2,854
    CDW CORPORATION 6,690 8,408
    CHURCH & DWIGHT 2,314 6,386
    CME GROUP 6,066 7,701
    COMCAST CORPORATION 6,651 7,054
    CONCHO RESOURCES 8,284 6,965
    COOPER COMPANIES INC 5,957 6,710
    COSTCO WHOLESALE CORP 5,103 7,268
    CVS 10,941 10,755
    DANAHER CORP 4,505 11,610
    DOVER CORP 7,944 9,197
    EOG RES 4,393 7,079
    ESTEE LAUDER 3,922 6,605
    EXPRESS SCRIPTS 6,110 6,556
    FEDEX 7,711 6,705
    FISERV INC 1,640 9,146
    INTUIT INC 4,358 7,238
    IPG PHOTONICS CORP 6,782 8,916
    JPMORGAN CHASE 8,221 11,555
    JOHNSON & JOHNSON 8,846 10,272
    LENNAR 3,344 12,228
    MARRIOTT INTERNATIONAL 8,876 8,380
    MOODYS 6,163 10,034
    NESTLE 3,206 7,442
    PFIZER 6,527 6,456
    PRECISION CASTPARTS 6,538 6,195
    RANGE RESOURCES 4,981 2,461
    ROPER INDUSTRIES 1,563 9,490
    SANDISK 4,117 5,699
    SCHLUMBERGER 2,491 5,231
    SIRONA DENTAL SYSTEMS 4,448 8,218
    TOLL BROTHERS 8,684 9,158
    WALT DISNEY 2,276 7,881
    WHITEWAVE 2,526 5,837

    TY 2015 OtherExpensesSchedule
    Name:
    VIOLA W BERNARD FOUNDATION
     
    C/O CARY A KOPLIN
    EIN:
    13-2621140
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 2,000 0   2,000
    ADVISORY FEES 31,263 31,263   0
    PROMOTION FOR CHARITABLE EVENT 1,500 0   1,500


    TY 2015 OtherIncreasesSchedule
    Name:
    VIOLA W BERNARD FOUNDATION
     
    C/O CARY A KOPLIN
    EIN:
    13-2621140
    Description Amount
    ROUNDING 1


    TY 2015 TaxesSchedule
    Name:
    VIOLA W BERNARD FOUNDATION
     
    C/O 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 194 194   0
    FEDERAL TAXES 7,273 0   0