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
THE BERNARD AND PAMELA BARBASH
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)12241 TILLINGHAST CIRCLE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH GARDENS, FL33418
A Employer identification number

16-1743055
B Telephone number (see instructions)

(561) 627-1922
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$6,828,633J 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) 809,625
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 122 122  
4 Dividends and interest from securities... 139,111 139,111  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 922,111
b Gross sales price for all assets on line 6a 4,026,618
7 Capital gain net income (from Part IV, line 2)... 922,111
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........ 1,870,969 1,061,344  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 5,726     5,726
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 26,269 26,269    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,027 2,271    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 342 142    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,364 28,682   5,726
25 Contributions, gifts, grants paid....... 224,058 224,058
26 Total expenses and disbursements. Add lines 24 and 25 278,422 28,682   229,784
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,592,547
b Net investment income (if negative, enter -0-) 1,032,662
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......... 694,941 84,646 84,646
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)....... 2,504,839 Click to see attachment2,917,031 3,020,883
c Investments—corporate bonds (attach schedule)....... 1,398,868 Click to see attachment1,103,265 976,520
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 723,132 Click to see attachment2,809,373 2,746,584
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) 5,321,780 6,914,315 6,828,633
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,321,780 6,914,315
30 Total net assets or fund balances (see instructions)..... 5,321,780 6,914,315
31 Total liabilities and net assets/fund balances (see instructions). 5,321,780 6,914,315
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
5,321,780
2
Enter amount from Part I, line 27a .....................
2
1,592,547
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,914,327
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,914,315
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 ROYAL BANK OF CANADA P 2014-07-17 2015-01-23
b ALPHABET INC, CL C FRACTIONAL SH P 2013-10-01 2015-05-04
c GILEAD SCIENCES, 1,250 SHS P 2015-04-09 2015-10-05
d NETEASE.COM, 332 SHS P 2014-11-17 2015-12-08
e VMWARE, 350 SHS P 2014-02-20 2015-01-26
ALPHABET INC CL C, 95 SHS D 2014-02-20 2015-10-05
NETEASE.COM, 563 SHS P 2014-11-17 2015-10-05
NETEASE.COM, 245 SHS P 2014-12-23 2015-12-08
VMWARE, 1,050 SHS P 2014-01-09 2015-01-26
ALPHABET INC CL A, 20 SHS D 2013-04-12 2015-10-05
TESORO CORP, 1,600 SHS D 2014-04-04 2015-01-20
SPDR GOLD TRUST, 620 SHS P 2015-10-05 2015-12-17
BARCLAYS BK PLC SUPE SR LKD TO EURO D 2014-01-14 2015-02-12
APPLE INC., 322 SHS D 2013-03-04 2015-10-05
TESORO CORP, 495 SHS D 2014-04-04 2015-10-05
TEREX CORP, 2,340 SHS P 2014-08-07 2015-12-17
JPMORGAN CHASE & CO NTS CONT COUPON P 2014-08-06 2015-02-13
ELLIE MAE, 3,350 D 2013-11-11 2015-10-05
TESORO CORP, 800 SHS P 2014-04-04 2015-10-05
BARCLAYS BK PLC MTN OF MARKET VECTOR P 2014-11-13 2015-02-23
ELLIE MAE, 1,800 SHS D 2014-02-20 2015-10-05
TESORO CORP, 5 SHS D 2014-04-04 2015-11-10
ELLIE MAE, 350 SHS D 2014-01-09 2015-04-09
F5 NETWORKS, 275 SHS P 2014-02-20 2015-01-20
TESORO CORP, 300 SHS P 2014-10-14 2015-11-10
JPMORGAN CHASE & CO NTS CONT COUPON P 2015-01-30 2015-05-07
F5 NETWORKS, 1,100 SHS D 2014-01-09 2015-01-20
TESORO CORP, 600 SHS P 2014-05-20 2015-11-10
JPMORGAN CHASE & CO NTS AUTO CALLABL P 2012-02-24 2015-02-27
F5 NETWORKS, 10 SHS D 2013-10-29 2015-01-23
TEREX CORP, 860 SHS P 2014-04-24 2015-10-05
DEUTSCH BK AG LONDON CALL SEC D 2012-02-24 2015-02-27
FLEETMATICS GROUP, 230 SHS P 2014-01-09 2015-04-09
VALERO ENERGY CORP, 5,300 SHS D 2015-01-20 2015-10-05
VISA INC, 600 SHS P 2014-04-28 2015-04-09
FLEETMATICS GROUP, 2,370 SHS P 2014-02-09 2015-10-05
VALERO ENERGY CORP, 2,200 SHS P 2015-01-20 2015-10-05
GENERAL ELECTRIC CAP CORP STOCK SER P 2014-01-09 2015-04-10
FLEETMATICS GROUP PLC, 4750 SHS D 2013-11-11 2015-10-05
VISA INC, 1,900 SHS D 2014-04-28 2015-10-05
CREDIT SUISSE AG LONDON P 2014-04-08 2015-04-13
FACEBOOK, INC., 34 SHS D 2014-02-21 2015-10-05
VANGUARD FTSE EMERGING, 1,825 SHS P 2014-10-27 2015-12-17
JPMORGAN CHASE & CO NTS COUPON P 2014-01-14 2015-07-16
FACEBOOK INC., 1,100 SHS D 2013-03-04 2015-10-05
VANGUARD FTSE EMERGING MKTS, 460 SHS P 2015-10-05 2015-12-17
BARCLAYS BANK PLC CLD P 2015-04-15 2015-07-23
GENERAL ELECTRIC, 275 SHS P 2014-04-25 2015-10-05
NETEASE.COM, 500 SHARES D 2014-11-17 2015-12-08
(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 75,000   75,004 -4
b 145   115 30
c 123,509   125,521 -2,012
d 59,369   33,441 25,928
e 29,177   32,744 -3,567
60,752   48,824 11,928
76,464   56,709 19,755
43,811   24,719 19,092
87,531   97,325 -9,794
13,435   7,902 5,533
115,860   82,464 33,396
62,403   71,506 -9,103
188,017   150,005 38,012
35,633   20,124 15,509
50,367   25,485 24,882
43,758   92,928 -49,170
75,000   75,000  
243,301   90,106 153,195
82,777   41,187 41,590
100,000   100,000  
123,364   52,746 70,618
565   257 308
19,904   9,538 10,366
34,678   30,500 4,178
33,930   17,966 15,964
75,000   75,000  
138,711   96,798 41,913
67,859   33,652 34,207
77,813   75,000 2,813
1,261   841 420
16,652   36,944 -20,292
150,000   150,000  
9,686   9,361 325
342,109   244,953 97,156
39,577   30,160 9,417
126,627   89,465 37,162
142,008   101,679 40,329
85,589   78,828 6,761
253,789   168,026 85,763
137,088   95,538 41,550
75,000   75,000  
3,194   2,364 830
60,520   72,081 -11,561
155,000   124,995 30,005
103,343   32,933 70,410
15,254   15,990 -736
75,000   75,000  
7,378   7,320 58
89,410   50,463 38,947
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       -4
b       30
c       -2,012
d       25,928
e       -3,567
      11,928
      19,755
      19,092
      -9,794
      5,533
      33,396
      -9,103
      38,012
      15,509
      24,882
      -49,170
       
      153,195
      41,590
       
      70,618
      308
      10,366
      4,178
      15,964
       
      41,913
      34,207
      2,813
      420
      -20,292
       
      325
      97,156
      9,417
      37,162
      40,329
      6,761
      85,763
      41,550
       
      830
      -11,561
      30,005
      70,410
      -736
       
      58
      38,947
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 2 922,111
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 3 207,901
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 247,089 4,720,180 0.052347
2013 201,625 4,137,127 0.048736
2012 172,113 3,853,264 0.044667
2011 193,376 4,175,037 0.046317
2010 170,176 3,841,744 0.044297
2
Total of line 1, column (d) .....................
20.236364
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
0.047273
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,957,444
5
Multiply line 4 by line 3......................
5
281,626
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,327
7
Add lines 5 and 6........................
7
291,953
8
Enter qualifying distributions from Part XII, line 4.............
8
229,784
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 20,653
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 20,653
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,653
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 10,419
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 10,419
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 10,234
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletN/A
    14
    The books are in care ofbulletBERNARD M BARBASH Telephone no.bullet (561) 627-1922

    Located atbullet12241 TILLINGHAST CIRPALM BEACH GARDENSFL ZIP+4bullet33418
    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
     
     
    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
     
     
    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
    BERNARD M BARBASH PRES & TREAS
    0.10     		0 0 0
    12241 TILLINGHAST CIRCLE
    PALM BEACH GARDENS,FL33418
    PAMELA J BARBASH VICE PRES
    0.10     		0 0 0
    12241 TILLINGHAST CIRCLE
    PALM BEACH GARDENS,FL33418
    MICHAEL G SCHWARTZ SECRETARY
    0.10     		0 0 0
    221 E FOURTH STREET SUITE 2000
    CINCINNATI,OH45202
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    5,358,036
    b
    Average of monthly cash balances.......................
    1b
    690,131
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,048,167
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,048,167
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    90,723
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,957,444
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    297,872
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    297,872
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    20,653
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,653
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    277,219
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    277,219
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    277,219
    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
    229,784
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    229,784
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    229,784
    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 7 277,219
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 19,807
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 229,784
    a Applied to 2014, but not more than line 2a 19,807
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 209,977
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		67,242
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    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).)
    BERNARD M BARBASH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    ADATH ISRAEL CONGREGATION
    3201 GALBRAITH ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) GENERAL OPERATIONS 13,325
    AFFPC
    PO BOX 2023
    LOWER BURRELL,PA15068     		NONE 501(C)(3) GENERAL OPERATIONS 200
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		NONE 501(C)(3) GENERAL OPERATIONS 1,000
    AMERICAN FRIENDS - MAGEN DAVID ADOM
    3300 PGA BLVD SUITE 970
    PALM BEACH GARDENS,FL33410     		NONE 501(C)(3) ISRAELI BLOOD SERVICES CENTER 2,500
    AMERICAN JEWISH COMMITTEE
    205 WEST FOURTH STREET
    CINCINNATI,OH45202     		NONE 501(C)(3) APPEAL FOR HUMAN RELATIONS 2,500
    BOYS & GIRLS CLUBS
    600 DALTON AVENUE
    CINCINNATI,OH45203     		NONE 501(C)(3) GENERAL OPERATIONS 5,000
    BUSCH WILDLIFE SANCTUARY
    2500 JUPITER PARK DRIVE
    JUPITER,FL33458     		NONE 501(C)(3) CARE FOR INJURED WILDLIFE 1,000
    CHABAD JEWISH CENTER
    3977 HUNT ROAD
    BLUE ASH,OH45236     		NONE 501(C)(3) GENERAL OPERATIONS 15,000
    CHABAD OF PALM BEACH GARDENS
    4106 PGA BLVD
    PALM BEACH GARDENS,FL33410     		NONE 501(C)(3) GENERAL OPERATIONS 10,400
    CEDAR VILLAGE FOUNDATION
    5467 CEDAR VILLAGE DRIVE
    MASON,OH45040     		NONE 501(C)(3) GROWTH FOR TOMORROW CAPITAL CAMPAIGN 10,000
    CINCINNATI CHILDREN'S HOSPITAL
    3333 BURNET DRIVE
    CINCINNATI,OH45229     		NONE 501(C)(3) CHILDREN'S CHARITABLE CARE FUND 1,000
    CLEVELAND HEIGHTS ALUMNI FNDN
    2155 MIRAMAR BOULEVARD
    UNIVERSITY HEIGHTS,OH44118     		NONE 501(C)(3) GENERAL OPERATIONS 500
    CRAYONS TO COMPUTERS
    1350 TENNESSEE AVENUE
    CINCINNATI,OH45229     		NONE 501(C)(3) PUSH FOR PENCILS 1,000
    YWCA
    1016 N DIXIE HIGHWAY
    WEST PALM BEACH,FL33401     		NONE 501(C)(3) HARMONY HOUSE 250
    HEBREW UNION COLLEGE
    3101 CLIFTON AVENUE
    CINCINNATI,OH45220     		NONE 501(C)(3) JEWISH INSTITUTE OF RELIGION 1,000
    INTERPARISH MINISTRY
    3509 DEBOLT ROAD
    CINCINNATI,OH45244     		NONE 501(C)(3) GENERAL OPERATIONS 1,000
    JAFCO CHILDRENS FOUNDATION
    4200 N UNIVERSITY DRIVE
    SUNRISE,FL33351     		NONE 501(C)(3) GENERAL OPERATIONS 150
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) GENERAL OPERATIONS 36
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) KOSHER ROSH HASHONAH MEALS 729
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) GENERAL OPERATIONS 122,500
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) ANNUAL CAMPAIGN 6,000
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) ROSH HASHANAH MEALS 30
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) ROSH HASHANAH MEALS 100
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) ROSH HASHANAH MEALS 528
    JEWISH NATIONAL FUND
    1499 W PALMETTO PARK RD
    BOCA RATON,FL33486     		NONE 501(C)(3) GENERAL OPERATIONS 5,000
    KID SANCTUARY CAMPUS
    555 SAFE HAVEN DRIVE
    WEST PALM BEACH,FL33411     		NONE 501(C)(3) GENERAL OPERATIONS 5,000
    MAYERSON JCC OF CINCINNATI
    8485 RIDGE ROAD
    CINCINNATI,OH45236     		NONE 501(C)(3) GENERAL OPERATIONS 1,000
    PALM BEACH GARDENS POLICE FDN
    10500 N MILITARY TRAIL
    WEST PALM BEACH,FL33410     		NONE 170(C)(1) GENERAL OPERATIONS 100
    PARENTS IN COMMUNITY ACTION
    700 HUMBOLDT AVENUE NORTH
    MINNEAPOLIS,MN55411     		NONE 501(C)(3) HEAD START PROGRAM 100
    PREECLAMPSIA FOUNDATION
    6905 N WICKHAM ROAD
    MELBOURNE,FL32940     		NONE 501(C)(3) PROMISE WALK - WEINBERG FAMILY 2,500
    RESOURCE
    3610 PARK 42 DRIVE
    SHARONVILLE,OH45241     		NONE 501(C)(3) GENERAL OPERATIONS 430
    RONALD MCDONALD HOUSE
    350 ERKENBRECHER AVENUE
    CINCINNATI,OH45229     		NONE 501(C)(3) GENERAL OPERATIONS 1,000
    ST RITA SCHOOL FOR THE DEAF
    1720 GLENDALE MILFORD ROA
    CINCINNATI,OH45215     		NONE 501(C)(3) GENERAL OPERATING EXPENSES 160
    TEMPLE BETH DAVID
    4657 HOOD ROAD
    PALM BEACH GARDENS,FL33418     		NONE 501(C)(3) DUES, KOL NIDRE 2015, YIZKOR BOOK 2,000
    THE MADEIRA & INDIAN HILL FIRE CO
    6475 DRAKE ROAD
    CINCINNATI,OH45243     		NONE   GENERAL OPERATIONS 20
    UNITED STATES HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PL
    WASHINGTON,DC20024     		NONE 501(C)(3) GENERAL OPERATIONS 1,000
    UNITED WAY OF CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE 501(C)(3) DISCRETIONARY 10,000
    Total .................................bullet 3a 224,058
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 122  
    4 Dividends and interest from securities....     14 139,111  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 922,111  
    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)..   1,061,344  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,061,344
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    THE BERNARD AND PAMELA BARBASH
    FAMILY FOUNDATION
    Employer identification number

    16-1743055
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE BERNARD AND PAMELA BARBASH
    FAMILY FOUNDATION         		Employer identification number
    16-1743055
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    BERNARD M AND PAMELA J BARBASH  
    12241 TILLINGHAST CIRCLE
     
    PALM BEACH GARDENS, FL33418

    		$ 809,625


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE BERNARD AND PAMELA BARBASH
    FAMILY FOUNDATION         		Employer identification number

    16-1743055
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 APPLE, 450 SHS $ 49,177 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 TESORO CORP, 800 SHS $ 79,788 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ELLIE MAE, 3,550 SHS $ 233,546 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VALERO ENERGY, 5,300 SHS $ 327,673 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FLEETMATICS, 4,750 SHS $ 234,840 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VISA CL A ,1,900 SHS $ 132,136 2015-10-02
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    THE BERNARD AND PAMELA BARBASH
    FAMILY FOUNDATION         		Employer identification number

    16-1743055
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FACEBOOK, 1,100 SHS $ 99,314 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 ALPHABET CL A, 140 SHS $ 90,423 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NETEASE, 500 SHS $ 60,413 2015-10-02
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE BERNARD AND PAMELA BARBASH
    FAMILY FOUNDATION         		Employer identification number

    16-1743055
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 ExplnOfNonFilingWithAGStmt
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Statement:
    THE OHIO ATTORNEY GENERAL DOES NOT ACCEPT COPIES OF FORM 990-PF; IT REQUIRES THE ELECTRONIC FILING OF ITS OWN ANNUAL REPORT.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAYS BK PLC SUPERTRACK    
    DEUTSCH BK AG LONDON    
    JPMORGAN CHASE MED TERM    
    SLM CORP MED TERM NTS FLOATING RATE 125,720 124,688
    CREDIT SUISSE AG LDN CONTGNT    
    CITIGROUP MED TERM SR NTS 100,000 105,300
    ROYAL BANK OF CANADA    
    JPMORGAN CHASE MED TERM NTS    
    BARCLAYS BK PLC SUPERTRACK SR NOTES 75,000 83,775
    BARCLAYS BK CALLABLE CONTGNT 75,003 45,660
    BARCLAYS BK PLC MTN LK    
    SLM CORP MED TERM NTS 118,908 107,700
    BANK NOVA SCOTIA CAPPED FIXED 75,000 70,013
    GEN ELEC CAP CORP PFD    
    BARCLAYS CALLABLE CONT CPN MKT VECT 100,000 74,690
    CREDIT SUISSE LONDON, 3/2/17 50,000 43,025
    JPMORGAN CHASE & CO MED TERM NTS 75,000 66,863
    CITI ISSUED MED TERM SR NTS 75,000 26,618
    GOLDMAN SACHS GROUP 76,130 74,531
    JPMORGAN CHASE & CO JR SUB SER Z 76,317 74,719
    WELLS FARGO JR SUB SER U GLB 81,187 78,938

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALIBABA GROUP, 1,750 SHS 168,138 142,223
    APPLE INC, 1,575 SHS 121,061 179,258
    BIOGEN INC, 478 SHS 177,190 146,435
    CISCO SYSTEMS INC, 5470 SHS 158,309 148,538
    CONOCOPHILLIPS, 3,748 SHS 242,623 174,994
    ELLIE MAE INC., 2,150 SHS    
    EXXON MOBIL, 2000 SHS 162,310 155,900
    FACEBOOK, 2,350 SHS 138,652 242,393
    FLEETMATICS GROUP PLC    
    FIREEYE INC., 3,500 SHS 95,398 72,590
    F5 NETWORKS, INC., 1,385 SHS    
    GENERAL ELECTRIC. 7,425 SHS 194,802 231,289
    ALPHABET INC., CL A, 180 SHS 135,352 248,963
    GOOGLE INC., CL C, 95 SHS    
    JD COM INC SPON ADR, 5,950 SHS 161,418 191,977
    JPMORGAN CHASE & CO, 3,080 SHS 175,033 203,372
    NETEASE INC SPON ADR, 1,140 SHS    
    PHILLIPS 66, 1,750 SHS 134,078 143,150
    REALOGY HOLDINGS, 4,100 SHS 176,377 150,347
    ROYAL DUTCH SHELL, 2,950 SHS 208,191 135,081
    SLM CORP PFD SER B, 3,000 SHS 195,010 120,450
    TEREX CORP NEW, 3,200 SHS    
    TESORO CORP, 3,000 SHS    
    VISA INC CL A, 2,400 SHS 123,089 186,120
    VMWARE INC. CL A, 1,400 SHS    
    SP500 ARN ISSUER BAC, 7500 SHS 75,000 75,188
    SX5E ARN ISSUER BAC, 7500 SHS 75,000 72,615

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK STRATEGIC INC OPP, 7530.12 AT COST 74,999 73,568
    DEUTSCH X-TRACKERS MSCI EUR HEDGED AT COST 374,404 372,240
    ISHARES TR MSCI EAFE ETF, 6,900 SHS AT COST 444,168 405,168
    SPDR GOLD TRUST, 420 SHS AT COST    
    SPDR KBW REGIONAL BANKING ETF AT COST 150,564 146,720
    SELECT SECTOR SPDR TR ENERGY, 5,950 AT COST 394,766 358,907
    SELECT SECTOR SPDR TR FIN, 13350 SHS AT COST 300,953 318,131
    VANGUARD HIGH DVD YIELD AT COST 437,861 447,225
    VANGUARD INT'L EQUITY INDEX, 1,825 S AT COST    
    VANGUARD SHORT TERM BOND FD AT COST 631,658 624,625

    TY 2015 LegalFeesSchedule
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VORYS, SATER, SEYMOUR & PEASE LL 5,726     5,726


    TY 2015 OtherDecreasesSchedule
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Description Amount
    ROUNDING 12


    TY 2015 OtherExpensesSchedule
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    FILING FEES 200      
    FOREIGN ADR AND SERVICING FEE 130 130    
    CASH BALANCE WRITTEN OFF 12 12    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 26,269 26,269    


    TY 2015 TaxesSchedule
    Name:
    THE BERNARD AND PAMELA BARBASH
     
    FAMILY FOUNDATION
    EIN:
    16-1743055
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 2,271 2,271    
    U.S. TREASURY 19,756