Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BERNHEIM FOUNDATION INC
C/O SHANDLING & LANDSMAN LLP
Number and street (or P.O. box number if mail is not delivered to street address)350 FIFTH AVENUE 5319
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10118
A Employer identification number

13-6084144
B Telephone number (see instructions)

(212) 737-9166
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,409,127J 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) 801,049
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 167,119 167,119  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 250,364
b Gross sales price for all assets on line 6a 1,646,040
7 Capital gain net income (from Part IV, line 2)... 250,364
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........ 1,218,532 417,483  
Operating and Administrative Expenses 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)....... Click to see attachment
List of Attached Documents:
// Content
3,250 3,250   0
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)....... Click to see attachment
List of Attached Documents:
// Content
1,771 1,771   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,021 5,021   0
25 Contributions, gifts, grants paid....... 306,490 306,490
26 Total expenses and disbursements. Add lines 24 and 25 311,511 5,021   306,490
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 907,021
b Net investment income (if negative, enter -0-) 412,462
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 42,400 33,510 33,510
2 Savings and temporary cash investments......... 268,616 7,653 7,653
3 Accounts receivable right arrow248
Less: allowance for doubtful accounts right arrow   248 248 248
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,886,077 Click to see attachment
List of Attached Documents:
// Content
2,298,532 		2,301,957
b Investments—corporate stock (attach schedule)....... 1,091,944 Click to see attachment
List of Attached Documents:
// Content
1,309,288 		4,024,359
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,351 Click to see attachment
List of Attached Documents:
// Content
19,351 		41,400
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,308,636 3,668,582 6,409,127
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 1,336,900 1,696,846
29 Total net assets or fund balances (see instructions)..... 3,308,636 3,668,582
30 Total liabilities and net assets/fund balances (see instructions). 3,308,636 3,668,582
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,308,636
2
Enter amount from Part I, line 27a .....................
2
907,021
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,560
4
Add lines 1, 2, and 3 ..........................
4
4,222,217
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
553,635
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,668,582
Form 990-PF (2023)
Form 990-PF (2023)
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 APPLE INC   2016-02-05 2023-03-10
b UNITED STATES TREASURY      
c UNITED STATES TREASURY      
d UNITED STATES TREASURY      
e UNITED STATES TREASURY      
(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 297,680   47,316 250,364
b 464,360   464,360 0
c 250,000   250,000 0
d 450,000   450,000 0
e 184,000   184,000 0
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       250,364
b       0
c       0
d       0
e       0
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 2 250,364
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,733
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,733
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 5,733
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
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. 8 334
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,067
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowSTEPHANIE BERNHEIM Telephone no.right arrow (212) 737-9166

Located atright arrow30 EAST 71ST STREET - APT 6ANEW YORKNY ZIP+4right arrow100214956
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
RACHEL BERNHEIM PRESIDENT
2.00 		0 0 0
33 EAST 70TH STREET - APT 5E
NEW YORK,NY10021
JOSHUA RUBENSTEIN VP-SECY
1.00 		0 0 0
C/O KMZ ROSENMAN 575 MADISON AVENUE
NEW YORK,NY10022
STEPHANIE H BERNHEIM VP-PART
5.00 		0 0 0
30 EAST 71ST STREET - APT 6A
NEW YORK,NY10021
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow0
Part VIII-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 VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
5,826,037
b
Average of monthly cash balances.......................
1b
37,955
c
Fair market value of all other assets (see instructions)................
1c
248
d
Total (add lines 1a, b, and c).........................
1d
5,864,240
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,864,240
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,964
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,776,276
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
288,814
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
288,814
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,733
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,733
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
283,081
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
283,081
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 XII, line 1 ...
7
283,081
Part XI
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
306,490
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
306,490
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 283,081
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 15,912
c From 2020...... 9,228
d From 2021...... 73,219
e From 2022...... 1,144,592
f Total of lines 3a through e ........ 1,242,951
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 306,490
a Applied to 2022, 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 2023 distributable amount..... 283,081
e Remaining amount distributed out of corpus 23,409
5 Excess distributions carryover applied to 2023. 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 1,266,360
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,266,360
10 Analysis of line 9:
a Excess from 2019.... 15,912
b Excess from 2020.... 9,228
c Excess from 2021.... 73,219
d Excess from 2022.... 1,144,592
e Excess from 2023.... 23,409
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
STEPHANIE H BERNHEIM
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

122 EAST 66TH ST FOUNDATION

122 E 66TH ST
NEW YORK,NY10065 		    CHARITABLE 500

AFLFC

4 WEST 43RD SUITE 304
NEW YORK,NY10036 		    CHARITABLE 1,000

AMNESTY INTERNATIONAL

5 PENN PLAZA
NEW YORK,NY10001 		    UNRESTRICTED 5,000

ANCRAM OPERA HOUSE

1330 COUNTY ROUTE 7
ANCRAM,NY12502 		    UNRESTRICTED 1,000

BAM

30 LAFAYETTE AVE
BROOKLYN,NY11217 		    UNRESTRICTED 3,000

BOMB MAGAZINE

80 HANSON PLACE
BROOKLYN,NY11217 		    UNRESTRICTED 1,000

CARNEGIE HALL

881 7TH AVENUE
NEW YORK,NY10019 		    UNRESTRICTED 1,000

CENTER FOR HEARING & COMMUNICATION

50 BROADWAY - 6TH FLOOR
NEW YORK,NY10004 		    UNRESTRICTED 5,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET
NEW YORK,NY10038 		    UNRESTRICTED 1,000

CITY HARVEST FOOD RESCUE CENTER

150 52ND ST
BROOKLYN,NY11232 		    UNRESTRICTED 10,000

CITY MEALS ON WHEELS

355 LEXINGTON AVENUE
NEW YORK,NY10017 		    UNRESTRICTED 10,000

COLUMBIA LAND CONSERVATORY

49 MAIN STREET
CHATHAM,NY12037 		    UNRESTRICTED 1,000

COLUMBIA RECOVERY KITCHEN

PO BOX 268
HUDSON,NY12534 		    UNRESTRICTED 1,000

COMMUNITY CARES

315G MOCKSVILLE AVENUE
SALISBURY,NC28144 		    UNRESTRICTED 5,000

CONGREGATION EMANU-EI

1 EAST 65TH STREET
NEW YORK,NY10065 		    UNRESTRICTED 1,990

CROSBY SCHOLARS

2701 UNIVERSITY PARKWAY
WINSTONSALEM,NC27105 		    UNRESTRICTED 1,000

DUTCHESS LAND CONSERVANCY

PO BOX 138
MILLBROOK,NY12545 		    UNRESTRICTED 2,000

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTICUT AVENUE NW SUITE
600
WASHINGTON,DC20009 		    UNRESTRICTED 5,000

ETHICAL CULTURE - FIELDSTON

1 EAST 65TH STREET
BRONX,NY10471 		    UNRESTRICTED 5,000

FOLK ART MUSEUM

2 LINCOLN SQUARE
NEW YORK,NY10023 		    UNRESTRICTED 3,000

FOOD BANK FOR NYC

39 BROADWAY
NEW YORK,NY10006 		    UNRESTRICTED 10,000

FRANKLIN FURNACE ARCHIVEINC

200 WILLOUGHBY AVE - ISC BLDG RMS
209-211
BROOKLYN,NY11205 		    UNRESTRICTED 1,000

FRIENDS OF ROWAN

130 MOCKSVILLE AVENUE
SALISBURY,NC28144 		    UNRESTRICTED 6,500

GOD'S LOVE WE DELIVER

166 6TH AVENUE
NEW YORK,NY10013 		    UNRESTRICTED 10,000

HAWTHORNE VALLEY

330 COUNTY ROUTE 21 C
GHENT,NY12075 		    UNRESTRICTED 1,000

HISTORIC SALISBURY FOUNDATION

PO BOX 4221
SALISBURY,NC28145 		    UNRESTRICTED 5,000

LAFAYETTE OPERA

921 PENNSYLVANIA AVENUE
WASHINGTON,DC20003 		    UNRESTRICTED 5,000

LINCOLN CENTER FOR THE PERFORMING ARTS

LINCOLN CENTER PLAZA
NEW YORK,NY10023 		    UNRESTRICTED 6,000

MARK DI GARMO DANCE

107 SUFFOLK STREET STUDIO THEATER
310
NEW YORK,NY10022 		    UNRESTRICTED 1,000

MOMA

11 WEST 53RD STREET
NEW YORK,NY10019 		    UNRESTRICTED 5,000

MQ FOUNDATION

598 MADISON AVENUE- 3RD FLOOR
NEW YORK,NY10022 		    UNRESTRICTED 100,000

NATHANIEL WINTER FUND

1329 AMITY ST
GODDARD,KS67052 		    UNRESTRICTED 1,000

NEIGHBORS HELPING NEIGHBORS

PO BOX 97
ANCRAMDALE,NY12503 		    UNRESTRICTED 1,000

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		    UNRESTRICTED 7,000

NORTH EAST COMMUNITY CENTER

51 S CENTER STREET
MILLERTON,NY12546 		    UNRESTRICTED 500

NOVANT HEALTH ROWAN MEDICAL CENTER

612 MAHALEY AVE
SALISBURY,NC28144 		    UNRESTRICTED 5,000

NY PUBLIC LIBRARY

476 5TH AVE
NEW YORK,NY10018 		    UNRESTRICTED 2,500

PARK AVENUE ARMORY

643 PARK AVE
NEW YORK,NY10065 		    UNRESTRICTED 3,000

PIEDMONT PLAYERS

213 S MAIN ST
SALISBURY,NC28144 		    UNRESTRICTED 1,500

PLANNED PARENTHOOD

26 BLEECKER STREET
NEW YORK,NY10012 		    UNRESTRICTED 5,000

PLOUGHSHARES

120 BOYLSTON ST
BOSTON,MA02458 		    UNRESTRICTED 1,000

PRINCETON UNIVERSITY ART MUSEUM

400 FORRESTAL ROAD
PRINCETON,NJ08540 		    UNRESTRICTED 10,000

SALISBURY PRIDE

E FISHER ST
SALISBURY,NC28144 		    UNRESTRICTED 1,000

SALISBURY SYMPHONY

204 E INNES ST 260
SALISBURY,NC28144 		    UNRESTRICTED 5,000

SCENIC HUDSON

1 CIVIC CENTER PLAZA
POUGHKEEPSIE,NY12601 		    UNRESTRICTED 1,000

TERRIC HESS CHILD ADVOCACY

130 WOODSON ST
SALISBURY,NC28144 		    UNRESTRICTED 10,000

THE FRICK COLLECTION

1 EAST 70TH ST
NEW YORK,NY10021 		    UNRESTRICTED 2,000

THE HUNTER COLLEGE FOUNDATION

695 PARK AVENUE SUITE E1313
NEW YORK,NY10065 		    UNRESTRICTED 2,000

THE PARTNERSHIP TO END HOMELESSNESS

129 FULTON STREET
NEW YORK,NY10038 		    UNRESTRICTED 1,000

THE SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL361044019 		    UNRESTRICTED 5,000

THE STISSING CENTER FOR ARTS AND CULTURE

2950 CHURCH ST
PINE PLAINS,NY12567 		    UNRESTRICTED 500

THE WNET GROUP

825 EIGHTH AVENUE
NEW YORK,NY10019 		    UNRESTRICTED 2,000

TIME & SPACE LTD

434 COLUMBIA ST
HUDSON,NY12534 		    UNRESTRICTED 1,000

UJA

130 EAST 59TH STREET
NEW YORK,NY10022 		    UNRESTRICTED 1,000

WHITE COLUMNS INC

91 HORATIO STREET
NEW YORK,NY10014 		    UNRESTRICTED 1,000

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT ST
NEW YORK,NY10014 		    UNRESTRICTED 5,000

WNYC

160 VARICK STREET
NEW YORK,NY10013 		    UNRESTRICTED 5,000

WSS FOUNDATION (WIEDEMANN-STEINER SYNDROME)

1314 44TH STREET
SACRAMENTO,CA95819 		    UNRESTRICTED 500

YOUNG CONCERT ARTISTS

1776 BROADWAY SUITE 1500
NEW YORK,NY10019 		    UNRESTRICTED 11,000

HUDSON HALL OPERA HOUSE

327 WARREN STREET
HUDSON,NY12534 		    UNRESTRICTED 1,000
Total .................................right arrow 3a 306,490
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 167,119  
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 ............ 		        250,364
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) .. 0 167,119 250,364
13Total. Add line 12, columns (b), (d), and (e)..................
13
417,483
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 ARE USED TO PAY CHARITABLE DONATIONS
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE BERNHEIM FOUNDATION INC
C/O SHANDLING & LANDSMAN LLP
Employer identification number

13-6084144
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BERNHEIM FOUNDATION INC
C/O SHANDLING & LANDSMAN LLP 		Employer identification number
13-6084144
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
RACHEL BERNHEIM
33 EAST 70TH STREET - APT 5E
 
NEW YORK, NY10021

$ 49,808


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RACHEL BERNHEIM
33 EAST 70TH STREET - APT 5E
 
NEW YORK, NY10021

$ 50,580


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
RACHEL BERNHEIM
 
33 EAST 70TH STREET - APT 5E
 
NEW YORK, NY10021

$ 29,982


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
RACHEL BERNHEIM
 
33 EAST 70TH STREET - APT 5E
 
NEW YORK, NY10021

$ 30,120


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
RACHEL BERNHEIM
33 EAST 70TH STREET - APT 5E
 
NEW YORK, NY10021

$ 29,859


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
RACHEL BERNHEIM
 
33 EAST 70TH STREET - APT 5E
 
NEW YORK, NY10021

$ 29,819


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE BERNHEIM FOUNDATION INC
C/O SHANDLING & LANDSMAN LLP 		Employer identification number
13-6084144
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
7
RACHEL BERNHEIM
 
33 EAST 70TH STREET - APT 5E
 
NEW YORK, NY10021

$ 29,987


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
STEPHANIE BERNHEIM
30 EAST 71TH STREET - APT 6A
 
NEW YORK, NY10021

$ 291,679


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
STEPHANIE BERNHEIM
 
30 EAST 71TH STREET - APT 6A
 
NEW YORK, NY10021

$ 259,213


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
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
 279 SHARES OF APPLE $ 49,808 2023-06-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 234 SHARES OF AMGEN $ 50,580 2023-06-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 155 SHARES OF APPLE $ 29,982 2023-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 564 SHARES OF CARRIER GLOBAL CORPORATION $ 30,120 2023-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 300 SHARES OF EXXON MOBILE $ 29,859 2023-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 185 SHARES OF INTERNATIONAL BUSINESS MACHINE $ 29,819 2023-12-06
Schedule B (Form 990) (2023)
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
7
 179 SHARES OF PEPSICO $ 29,987 2023-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 9700 SHARES OF PFIZER $ 291,679 2023-11-09
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 1850 SHARES OF ALPHABET INC $ 259,213 2023-10-16
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BERNHEIM FOUNDATION INC
 
C/O SHANDLING & LANDSMAN LLP
EIN:
13-6084144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 3,250 3,250   0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BERNHEIM FOUNDATION INC
 
C/O SHANDLING & LANDSMAN LLP
EIN:
13-6084144
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 48,513 220,140
ABBVIE INC 4,229 23,246
ABBVIE INC 48,663 286,695
ALPHABET INC 3,450 14,093
ALPHABET INC 27,003 246,628
AMGEN INC 3,203 67,397
APPLE INC 855 53,716
APPLE INC 475 29,842
APPLE INC 99,223 667,309
APPLE INC 32,097 260,686
APPLE INC 62,408 419,715
AT & T 26,079 16,780
AT & T 19,105 16,780
BRISTOL MYERS SQUIBB 111,800 102,620
CARRIER GLOBAL 830 32,402
CHEVRON CORP 17,674 42,511
EXXON MOBIL CORP 199 72,985
EXXON MOBIL CORP 82 29,994
EXXON MOBIL CORP 82 29,994
FORD MOTOR CO 19,973 24,380
GENERAL ELECTRIC CO 2,628 8,424
GENERAL ELECTRIC CO 7,040 22,718
GENERAL ELECTRIC CO 2,727 8,679
GILEAD SCIENCES INC 56,641 81,010
INTEL CORP 2,829 34,170
INTERNATIONAL BUSINESS 929 30,257
LUMEN TECHNOLOGIES INC 36,997 3,660
LUMEN TECHNOLOGIES INC 35,575 3,660
LUMEN TECHNOLOGIES INC 15,862 1,830
LUMEN TECHNOLOGIES INC 30,857 3,660
MERCK & CO INC 7,792 21,804
MERCK & CO INC 12,419 32,706
OPERADORA DE SITES 1,340 2,823
ORGANON & CO 1,366 1,009
ORGANON & CO 622 433
PEPSICO INC 7,227 30,401
PEPSICO INC 517 28,873
PEPSICO INC 2,524 140,967
PEPSICO INC 1,110 61,992
PEPSICO INC 1,210 67,596
PFIZER INC 23,889 43,185
PFIZER INC 185,920 254,446
PFIZER INC 17,419 24,817
PFIZER INC 462 13,099
REGENERON PHARMACEUTICALS INC 4,401 263,487
SOLAR CAPITAL LTD 32,930 30,060
SOLAR CAPITAL LTD 67,198 60,872
VERIZON COMMUNICATIONS 37,963 29,745
VERIZON COMMUNICATIONS 17,666 11,725
VODAFONE GROUP PLC 42,281 7,108
VODAFONE GROUP PLC 19,254 8,700
VODAFONE GROUP PLC 45,356 11,867
VODAFONE GROUP PLC 43,261 7,125
WARNER BROS DISCOVERY INC 8,002 2,743
WARNER BROS DISCOVERY INC 5,862 2,753
GE HEALTHCARE 1,857 4,588
GE HEALTHCARE 719 1,753
GE HEALTHCARE 693 1,701

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BERNHEIM FOUNDATION INC
 
C/O SHANDLING & LANDSMAN LLP
EIN:
13-6084144
US Government Securities - End of Year Book Value:

2,298,532
US Government Securities - End of Year Fair Market Value:

2,301,957
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE BERNHEIM FOUNDATION INC
 
C/O SHANDLING & LANDSMAN LLP
EIN:
13-6084144
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENERGY TRANSFER PARTNERS AT COST 7,251 12,144
ENERGY TRANSFER PARTNERS AT COST 5,435 16,008
ENERGY TRANSFER PARTNERS AT COST 6,665 13,248

TY 2023 OtherDecreasesSchedule
Name:
THE BERNHEIM FOUNDATION INC
 
C/O SHANDLING & LANDSMAN LLP
EIN:
13-6084144
Description Amount
NONDEDUCTIBLE PARTNERSHIP EXPENSE 7
GIFTING STOCK - TAX COST VS FMV 553,628


TY 2023 OtherExpensesSchedule
Name:
THE BERNHEIM FOUNDATION INC
 
C/O SHANDLING & LANDSMAN LLP
EIN:
13-6084144
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ETP K1 - OTHER DEDUCTIONS 519 519   0
ETP K1 - ORDINARY LOSS 1,112 1,112   0
BANK CHARGES 140 140   0


TY 2023 OtherIncreasesSchedule
Name:
THE BERNHEIM FOUNDATION INC
 
C/O SHANDLING & LANDSMAN LLP
EIN:
13-6084144
Description Amount
DIFFERENCES DUE TO PARTNERSHIP K1 6,560