TY 2020 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	105,993	120,940	120,940
	2	Savings and temporary cash investments.........	249,520	217,242	217,242
	3	Accounts receivable 80
		Less: allowance for doubtful accounts	80	80	80
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	198,414	749,877	749,932
	b	Investments—corporate stock (attach schedule).......	1,420,540	1,867,460	4,270,549
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	54,411	40,940	30,900
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	446	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,029,404	2,996,539	5,389,643
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,971,736	1,971,736
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	57,668	1,024,803
	29	Total net assets or fund balances (see instructions).....	2,029,404	2,996,539
	30	Total liabilities and net assets/fund balances (see instructions).	2,029,404	2,996,539

(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	APPLE INC	P	2007-02-06	2020-01-14
b	AMERICAN AIRLINES GROUP	P	2014-10-04	2020-06-10
c	MCDERMOTT INTERNATIONAL INC	P	2005-11-10	2020-07-06
d	MCDERMOTT INTERNATIONAL INC	P	2018-10-05	2020-07-06
e	MCDERMOTT INTERNATIONAL INC	P	2019-01-17	2020-07-06
	AMERICAN AIRLINES GROUP	P	2014-10-08	2020-07-31
	APPLE INC	P	2007-02-06	2020-07-31
	APPLE INC	P	2007-02-06	2020-09-10
	APPLE INC	P	2007-02-06	2020-11-19
	FREEPORT MCMORAN INC	P	2015-01-14	2020-11-18
	VIATRIS INC	P	2010-12-13	2020-11-25

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	94,094	3,596	90,498
b	5,827	9,949	-4,122
c		22,679	-22,679
d		12,943	-12,943
e		13,063	-13,063
	7,711	23,214	-15,503
	822,477	23,974	798,503
	111,105	2,937	108,168
	116,960	2,997	113,963
	10,400	9,322	1,078
	2		2

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			90,498
b			-4,122
c			-22,679
d			-12,943
e			-13,063
			-15,503
			798,503
			108,168
			113,963
			1,078
			2

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,043,902
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 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	15,812
c	All other domestic foundations enter 1.39% 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	15,812
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	15,812
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a
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	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	99
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	15,911
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

(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
CHARLES BERNHEIM	PRESIDENT 0.00	0	0	0
33 EAST 70TH STREET - APT 5E NEW YORK,NY10021
JOSHUA RUBENSTEIN	VP-SECY 0.00	0	0	0
C/O KMZ ROSENMAN 575 MADISON AVENUE NEW YORK,NY10022
STEPHANIE H BERNHEIM	VP PART 0.00	0	0	0
30 EAST 71ST STREET - APT 6A NEW YORK,NY10021

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

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					225,757
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	88,187
b From 2016......	10,926
c From 2017......	76,133
d From 2018......
e From 2019......	15,912
fTotal of lines 3a through e........		191,158
4Qualifying distributions for 2020 from Part
XII, line 4: $ 234,985
a Applied to 2019, 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 2020 distributable amount.....					225,757
e Remaining amount distributed out of corpus		9,228
5 Excess distributions carryover applied to 2020.		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		200,386
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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					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
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		88,187
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		112,199
10 Analysis of line 9:
a Excess from 2016....	10,926
b Excess from 2017....	76,133
c Excess from 2018....
d Excess from 2019....	15,912
e Excess from 2020....	9,228

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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

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

CHARLES BERNHEIM

STEPHANIE H BERNHEIM

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:

3 Grants and Contributions Paid During the Year or Approved for Future Payment
aPaid during the year
AMNESTY INTERNATIONAL 5 PENN PLAZA NEW YORK,NY10001		UNRESTRICTED	10,000
ART RESOURCES 526 W 26TH STREET 614 NEW YORK,NY10001		UNRESTRICTED	1,000
BIGS & LITTLES NYC MENTORING 137 E 2ND STREET NEW YORK,NY10009		UNRESTRICTED	5,000
BOMB 80 HANSON PLACE BROOKLYN,NY11217		UNRESTRICTED	1,000
C CAP 421 8TH AVENUE NEW YORK,NY10116		UNRESTRICTED	6,000
CENTER FOR REPRODUCTIVE HEALTH 470 PARK AVENUE S NEW YORK,NY10016		UNRESTRICTED	5,000
CITY HARVEST 6 EAST 32ND STREET NEW YORK,NY10016		UNRESTRICTED	10,000
CONGREGATION EMANUEL ONE EAST 65TH STREET NEW YORK,NY10065		UNRESTRICTED	1,985
DUTCHESS COUNTY LAND CONSERVANCY PO BOX 138 MILLBROOK,NY12545		UNRESTRICTED	1,000
ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVENUE WASHINGTON,DC20009		UNRESTRICTED	5,000
ETHICAL CULTURE 2 WEST 64TH STREET NEW YORK,NY10023		UNRESTRICTED	1,000
FOOD BANK FOR NYC 39 BROADWAY NEW YORK,NY10006		UNRESTRICTED	10,000
FRANKLIN FURNACE 200 WILLOUGHBY AVENUE BROOKLYN,NY12205		UNRESTRICTED	1,000
GOD'S LOVE WE DELIVER 166 6TH AVENUE NEW YORK,NY10013		UNRESTRICTED	10,000
HUNTER COLLEGE FOUNDATION 695 PARK AVE EAST BUILDING ROOM 1313 NEW YORK,NY10065		UNRESTRICTED	2,500
HISPANIC RESOURCE CENTER 623 MAMARONECK AVE MAMARONNECK,NY10543		UNRESTRICTED	2,500
HUDSON HALL 327 WARREN ST HUDSON,NY12534		UNRESTRICTED	1,250
HAWTHORNE VALLEY ASSOCIATION 327 COUNTY ROUTE 21C GHENT,NY12075		UNRESTRICTED	250
INTERNATIONAL RESCUE COMM 263 W 38TH STREET NEW YORK,NY10018		UNRESTRICTED	10,000
LAFAYETTE OPERA 921 PENNSYLVNAIA AVENUE WASHINGTON,DC20003		UNRESTRICTED	1,000
LINCOLN CENTER PATRONS 10 LINCOLN CENTER PLAZA NEW YORK,NY10023		UNRESTRICTED	4,000
LITTLE GIRAFFE FOUNDATION 55 W MONROE STE 3925 CHICAGO,IL60603		UNRESTRICTED	1,000
MARK DEGARMO DANCE 107 SUFFOLK STREET STUDIO 310 NEW YORK,NY10002		UNRESTRICTED	1,000
MQ MENTAL HEALTH RESEARCH 6 HONDURAS ST SUITE B LONDON,LONDONEC1Y 0TH UK		UNRESTRICTED	20,000
MOMA 11 WEST 53RD ST NEW YORK,NY10019		UNRESTRICTED	5,000
NEIGHBORS HELPING NEIGHBORS 621 DEGRAW STREET BROOKLYN,NY11217		UNRESTRICTED	1,000
NORTH EAST COMMUNITY CENTER 4001 N COOK ST SPOKANE,WA99207		UNRESTRICTED	1,000
NYC PUBLIC LIBRARY 446 3RD AVE NEW YORK,NY10016		UNRESTRICTED	1,000
OXFAM AMERICA 226 CAUSEWAY STREET BOSTON,MA02114		UNRESTRICTED	10,000
PARK AVENUE ARMORY 643 PARK AVENUE NEW YORK,NY10065		UNRESTRICTED	2,500
PLANNED PARENTHOOD 26 BLEECKER STREET NEW YORK,NY10022		UNRESTRICTED	1,000
PLOUGHSHARES FUND 1100 VERMONT AVENUE WASHINGTON,DC20006		UNRESTRICTED	1,000
PRO PUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK,NY10013		UNRESTRICTED	5,000
RMC FOUNDATION - WALLACE CANCER CENTER 612 MOCKSVILLE AVE SALISBURY,NC28144		UNRESTRICTED	50,000
SAH SOCIETY OF ARCHITECTURAL HISTORIAN 1364 NORTH ASTOR CHICAGO,IL60610		UNRESTRICTED	1,000
SALISBURY SYMPHONY 204 E INNEST ST SALISBURY,NC28144		UNRESTRICTED	5,000
SOUTHERN POVERTY LAW 403 WASHINGTON AVENUE MONTGOMERY,AL36104		UNRESTRICTED	5,000
SCENIC HUDSON ONE CIVIC CENTER PLAZA POUGHKEEPSIE,NY12601		UNRESTRICTED	1,000
THE FRICK COLLECTION 1 EAST 70TH ST NEW YORK,NY10021		UNRESTRICTED	2,500
THE STISSING CENTER 2981 CHURCH ST PINE PLAINS,NY12567		UNRESTRICTED	1,000
TIME & SPACE LIMITED 434 COLUMBIA STREET HUDSON,NY12534		UNRESTRICTED	1,000
UJA 130 EAST 59TH STREET NEW YORK,NY10022		UNRESTRICTED	1,000
UPSTATE FILMS 6415 MONTGOMERY ST - BOX 324 RHINEBECK,NY12572		UNRESTRICTED	1,000
WHITE COLUMNS 91 HORATIO STREET NEW YORK,NY10014		UNRESTRICTED	1,000
WHITNEY MUSEUM 99 GANSEVOORT STREET NEW YORK,NY10014		UNRESTRICTED	9,000
WNET 13 825 EIGHTH AVENUE NEW YORK,NY10019		UNRESTRICTED	5,000
WNYC 160 VARICK STREET NEW YORK,NY10013		UNRESTRICTED	2,500
YOUNG CONCERT ARTISTS 1776 BROADWAY SUITE 1500 NEW YORK,NY10019		UNRESTRICTED	10,000
Total ................................. 3a	234,985

Line No.	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.)
8	FUNDS FROM CONTRIBUTIONS RECEIVED USED TO PAY CHARITABLE DONATIONS

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

(a) Name of organization	(b) Type of organization	(c) Description of relationship

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	309,559
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	102,312		102,312
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,043,902
b	Gross sales price for all assets on line 6a 1,168,576
7	Capital gain net income (from Part IV, line 2)...			1,043,902
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).......		19	19
12	Total. Add lines 1 through 11........	1,455,792		1,146,233
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		8,676	8,676	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	8,676		8,676	0
25	Contributions, gifts, grants paid.......	234,985			234,985
26	Total expenses and disbursements. Add lines 24 and 25	243,661		8,676	234,985
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,212,131
b	Net investment income (if negative, enter -0-)			1,137,557
c	Adjusted net income (if negative, enter -0-)...

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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	(e) Related or exempt function income (See instructions.)
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....			14	102,312
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.....					19
8 Gain or (loss) from sales of assets other than inventory ............			18	1,043,902
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		1,146,214	19

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.


(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...................				0

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMNESTY INTERNATIONAL 5 PENN PLAZA NEW YORK,NY10001			UNRESTRICTED	10,000
ART RESOURCES 526 W 26TH STREET 614 NEW YORK,NY10001			UNRESTRICTED	1,000
BIGS & LITTLES NYC MENTORING 137 E 2ND STREET NEW YORK,NY10009			UNRESTRICTED	5,000
BOMB 80 HANSON PLACE BROOKLYN,NY11217			UNRESTRICTED	1,000
C CAP 421 8TH AVENUE NEW YORK,NY10116			UNRESTRICTED	6,000
CENTER FOR REPRODUCTIVE HEALTH 470 PARK AVENUE S NEW YORK,NY10016			UNRESTRICTED	5,000
CITY HARVEST 6 EAST 32ND STREET NEW YORK,NY10016			UNRESTRICTED	10,000
CONGREGATION EMANUEL ONE EAST 65TH STREET NEW YORK,NY10065			UNRESTRICTED	1,985
DUTCHESS COUNTY LAND CONSERVANCY PO BOX 138 MILLBROOK,NY12545			UNRESTRICTED	1,000
ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVENUE WASHINGTON,DC20009			UNRESTRICTED	5,000
ETHICAL CULTURE 2 WEST 64TH STREET NEW YORK,NY10023			UNRESTRICTED	1,000
FOOD BANK FOR NYC 39 BROADWAY NEW YORK,NY10006			UNRESTRICTED	10,000
FRANKLIN FURNACE 200 WILLOUGHBY AVENUE BROOKLYN,NY12205			UNRESTRICTED	1,000
GOD'S LOVE WE DELIVER 166 6TH AVENUE NEW YORK,NY10013			UNRESTRICTED	10,000
HUNTER COLLEGE FOUNDATION 695 PARK AVE EAST BUILDING ROOM 1313 NEW YORK,NY10065			UNRESTRICTED	2,500
HISPANIC RESOURCE CENTER 623 MAMARONECK AVE MAMARONNECK,NY10543			UNRESTRICTED	2,500
HUDSON HALL 327 WARREN ST HUDSON,NY12534			UNRESTRICTED	1,250
HAWTHORNE VALLEY ASSOCIATION 327 COUNTY ROUTE 21C GHENT,NY12075			UNRESTRICTED	250
INTERNATIONAL RESCUE COMM 263 W 38TH STREET NEW YORK,NY10018			UNRESTRICTED	10,000
LAFAYETTE OPERA 921 PENNSYLVNAIA AVENUE WASHINGTON,DC20003			UNRESTRICTED	1,000
LINCOLN CENTER PATRONS 10 LINCOLN CENTER PLAZA NEW YORK,NY10023			UNRESTRICTED	4,000
LITTLE GIRAFFE FOUNDATION 55 W MONROE STE 3925 CHICAGO,IL60603			UNRESTRICTED	1,000
MARK DEGARMO DANCE 107 SUFFOLK STREET STUDIO 310 NEW YORK,NY10002			UNRESTRICTED	1,000
MQ MENTAL HEALTH RESEARCH 6 HONDURAS ST SUITE B LONDON,LONDONEC1Y 0TH UK			UNRESTRICTED	20,000
MOMA 11 WEST 53RD ST NEW YORK,NY10019			UNRESTRICTED	5,000
NEIGHBORS HELPING NEIGHBORS 621 DEGRAW STREET BROOKLYN,NY11217			UNRESTRICTED	1,000
NORTH EAST COMMUNITY CENTER 4001 N COOK ST SPOKANE,WA99207			UNRESTRICTED	1,000
NYC PUBLIC LIBRARY 446 3RD AVE NEW YORK,NY10016			UNRESTRICTED	1,000
OXFAM AMERICA 226 CAUSEWAY STREET BOSTON,MA02114			UNRESTRICTED	10,000
PARK AVENUE ARMORY 643 PARK AVENUE NEW YORK,NY10065			UNRESTRICTED	2,500
PLANNED PARENTHOOD 26 BLEECKER STREET NEW YORK,NY10022			UNRESTRICTED	1,000
PLOUGHSHARES FUND 1100 VERMONT AVENUE WASHINGTON,DC20006			UNRESTRICTED	1,000
PRO PUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK,NY10013			UNRESTRICTED	5,000
RMC FOUNDATION - WALLACE CANCER CENTER 612 MOCKSVILLE AVE SALISBURY,NC28144			UNRESTRICTED	50,000
SAH SOCIETY OF ARCHITECTURAL HISTORIAN 1364 NORTH ASTOR CHICAGO,IL60610			UNRESTRICTED	1,000
SALISBURY SYMPHONY 204 E INNEST ST SALISBURY,NC28144			UNRESTRICTED	5,000
SOUTHERN POVERTY LAW 403 WASHINGTON AVENUE MONTGOMERY,AL36104			UNRESTRICTED	5,000
SCENIC HUDSON ONE CIVIC CENTER PLAZA POUGHKEEPSIE,NY12601			UNRESTRICTED	1,000
THE FRICK COLLECTION 1 EAST 70TH ST NEW YORK,NY10021			UNRESTRICTED	2,500
THE STISSING CENTER 2981 CHURCH ST PINE PLAINS,NY12567			UNRESTRICTED	1,000
TIME & SPACE LIMITED 434 COLUMBIA STREET HUDSON,NY12534			UNRESTRICTED	1,000
UJA 130 EAST 59TH STREET NEW YORK,NY10022			UNRESTRICTED	1,000
UPSTATE FILMS 6415 MONTGOMERY ST - BOX 324 RHINEBECK,NY12572			UNRESTRICTED	1,000
WHITE COLUMNS 91 HORATIO STREET NEW YORK,NY10014			UNRESTRICTED	1,000
WHITNEY MUSEUM 99 GANSEVOORT STREET NEW YORK,NY10014			UNRESTRICTED	9,000
WNET 13 825 EIGHTH AVENUE NEW YORK,NY10019			UNRESTRICTED	5,000
WNYC 160 VARICK STREET NEW YORK,NY10013			UNRESTRICTED	2,500
YOUNG CONCERT ARTISTS 1776 BROADWAY SUITE 1500 NEW YORK,NY10019			UNRESTRICTED	10,000
Total ................................. 3a				234,985

bApproved for future payment

Total ................................. 3b				0

Name of organization THE BERNHEIM FOUNDATION INC C/O SHANDLING & LANDSMAN LLP

Part I Contributors	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	CHARLES BERNHEIM 33 EAST 70TH STREET - APT 5E NEW YORK, NY10021	$ 113,326	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	STEPHANIE BERNHEIM 30 EAST 71ST STREET - APT 6A NEW YORK, NY10021	$ 196,233	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization THE BERNHEIM FOUNDATION INC C/O SHANDLING & LANDSMAN LLP		Employer identification number 13-6084144

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	1455 SHARES OF PFIZER INC398 SHARES OF PEPSICO INC.	$ 113,326	2020-12-17
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	545 SHARES OF APPLE INC	$ 196,233	2020-06-24
(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
		$
(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) (2020)


Name of organization THE BERNHEIM FOUNDATION INC C/O SHANDLING & LANDSMAN LLP			Employer identification number 13-6084144
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.) $ Use duplicate copies of Part III if additional space is needed.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES	11,793	55,292
ABBOTT LABORATORIES	60,520	273,178
ABBVIE INC	101,271	412,528
ABBVIE INC	4,229	16,073
APPLE INC	659	29,192
APPLE INC	156,456	875,754
APPLE INC	62,408	289,264
AT & T INC	24,967	28,760
AT & T INC	34,081	28,760
BRISTOL MYERS SQUIBB	28,250	31,015
BRISTOL MYERS SQUIBB	52,203	62,030
BRISTOL MYERS SQUIBB	47,710	62,030
BRISTOL MYERS SQUIBB	111,800	124,060
BRISTOL MYERS SQUIBB - RTS	4,260	1,380
CENTURYLINK	36,997	19,500
CENTURYLINK	15,862	9,750
CENTURYLINK	35,575	19,500
CENTURYLINK	30,857	19,500
CHEVRON CORP	15,705	24,744
CHEVRON CORP	18,108	24,659
EXXON MOBIL	136	20,610
EXXON MOBIL	136	20,610
EXXON MOBIL	136	20,610
EXXON MOBIL	136	20,610
EXXON MOBIL	199	30,091
FREEPORT MCMORAN COPPER & GOLD	9,322	13,010
FREEPORT MCMORAN COPPER & GOLD	19,018	39,030
GENERAL ELECTRIC	3,446	5,940
GENERAL ELECTRIC	3,321	5,724
GENERAL ELECTRIC	8,897	15,336
GILEAD SCIENCES	84,962	87,390
INTEL CORP	2,829	33,878
INTERNATIONAL BUSINESS MACHINES	34,896	37,764
INTERNATIONAL BUSINESS MACHINES	524	12,588
LORD ABBETT INVESTMENT TRUST	436,005	436,000
MERCK & CO	28,639	57,260
MERCK & CO	13,041	24,540
NATIONAL OILWELL VARCO	2,584	2,924
NATIONAL OILWELL VARCO	9,900	20,595
PEPSICO INC	1,520	74,150
PEPSICO INC	4,044	197,239
PEPSICO INC	517	25,211
PEPSICO INC	1,110	54,130
PEPSICO INC	1,210	59,023
PFIZER INC	1,476	53,559
PFIZER INC	23,889	55,215
REGENERON PHARMACEUTICALS INC	5,868	193,244
SOLAR CAPITAL LTD	35,950	35,020
SOLAR SR CAPITAL LTD	70,607	75,134
TELESITES SAB DE CV	1,340	2,162
VERIZON COMMUNICATIONS, INC	37,963	46,354
VERIZON COMMUNICATIONS, INC	17,666	18,271
VIATRIS INC	1,310	3,486
VODAFONE GROUP PLC	42,281	13,464
VODAFONE GROUP PLC	43,261	13,497
VODAFONE GROUP PLC	45,356	22,479
VODAFONE GROUP PLC	19,254	16,480
WABTEC	1,000	952

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ENERGY TRANSFER PARTNERS LP	AT COST	11,220	17,798
ENERGY TRANSFER PARTNERS LP	AT COST	12,733	5,933
ENERGY TRANSFER PARTNERS LP	AT COST	16,987	7,169

Description	Amount
FEDERAL TAX PYMTS	514
GIFTING STOCK - TAX COST VS FMV	244,465
NONDEDUCTIBLE PARTNERSHIP EXPENSES	17

Description	Revenue and Expenses per Books	Net Investment Income
ETP K1 OTHER DEDUCTIONS	210	210
ETP K1 ORDINARY LOSS	8,366	8,366
BANK CHARGES	100	100

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