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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BILL BERNBACH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)54 SPRINGHURST ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEDFORD HILLS, NY10507
A Employer identification number

23-7060333
B Telephone number (see instructions)

(917) 767-8800
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$766,507J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,444 17,234  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,829
b Gross sales price for all assets on line 6a 199,040
7 Capital gain net income (from Part IV, line 2)... 77,829
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........ 95,273 95,063  
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
5,300 0   5,300
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
706 58   0
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
7,184 6,964   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,190 7,022   5,400
25 Contributions, gifts, grants paid....... 47,870 47,870
26 Total expenses and disbursements. Add lines 24 and 25 61,060 7,022   53,270
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,213
b Net investment income (if negative, enter -0-) 88,041
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 18,135 40,013 40,013
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow5,063
Less: allowance for doubtful accounts right arrow   5,063 5,063 5,063
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)      
b Investments—corporate stock (attach schedule)....... 208,766 Click to see attachment
List of Attached Documents:
// Content
210,716 		477,717
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).......... 254,248 Click to see attachment
List of Attached Documents:
// Content
264,633 		243,714
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) 486,212 520,425 766,507
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........ 45,709 45,709
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 440,503 474,716
29 Total net assets or fund balances (see instructions)..... 486,212 520,425
30 Total liabilities and net assets/fund balances (see instructions). 486,212 520,425
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
486,212
2
Enter amount from Part I, line 27a .....................
2
34,213
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
520,425
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
520,425
Form 990-PF (2024)
Form 990-PF (2024)
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 0.5000 SHARES OF GE VERNOVA INC COM P 2024-02-20 2024-04-11
b 5.00 SHARES OF SAFRAN SA ADR P 2024-01-19 2024-09-11
c 1.00 SHARES OF SERVICENOW INC COM P 2024-01-22 2024-06-13
d 166.00 SHARES OF BRISTOL MYERS SQUIBB CO COM P 2024-01-24 2024-05-17
e 1.00 SHARES OF TEXAS INSTRS INC COM P 2024-01-23 2024-02-16
1.00 SHARES OF WELLTOWER INC COM P 2024-08-15 2024-09-11
10.00 SHARES OF ABBVIE INC COM P 2024-01-23 2024-09-11
10.00 SHARES OF AES CORP COM P 2023-01-27 2024-01-24
13.00 SHARES OF CONSTELLATION BRANDS INC CL A P 2023-11-13 2024-11-13
14.00 SHARES OF PROGRESSIVE CORP OH COM P 2023-07-18 2024-06-13
4.00 SHARES OF KARUNA THERAPEUTICS INC C/M EFF P 2023-03-22 2024-03-18
6.00 SHARES OF INGERSOLL RAND INC COM P 2024-05-22 2024-09-11
8.00 SHARES OF ABBOTT LABS COM P 2024-01-22 2024-10-04
1.00 SHARES OF EDISON INTL COM P 2024-01-22 2024-09-11
8.00 SHARES OF SAREPTA THERAPEUTICS INC COM P 2024-07-17 2024-10-17
6.00 SHARES OF CMS ENERGY CORP COM P 2023-10-26 2024-01-23
54.00 SHARES OF PG&E CORP COM P 2023-05-12 2024-06-27
50.00 SHARES OF CITIZENS FNL GROUP INC COM P 2023-09-06 2024-06-28
67.00 SHARES OF LONDON STK EXCHANGE GROUP ADR P 2023-05-16 2024-01-19
5.00 SHARES OF VERALTO CORP COM P 2024-01-22 2024-11-01
7.800 SHARES OF SOUTH BOW CORP REGIS TERED SHS P 2023-11-21 2024-11-01
5.00 SHARES OF TC ENERGY CORPORATION N REGSITERED SHS ISI P 2023-11-21 2024-09-11
9.00 SHARES OF TOAST INC CL A P 2024-06-11 2024-09-11
4.00 SHARES OF TRUIST FINL CORP COM P 2024-07-15 2024-09-11
1.00 SHARES OF KKR & CO INC COM P 2023-11-28 2024-09-11
21.00 SHARES OF MOLSON COORS BEVERAGE CO CL B P 2023-08-11 2024-06-27
1.00 SHARES OF BROADCOM INC COM P 2024-02-09 2024-02-16
31.00 SHARES OF TRIMBLE INC COM P 2024-01-24 2024-07-31
1.00 SHARES OF AMGEN INC COM P 2024-02-08 2024-06-13
2.00 SHARES OF SOUTHERN CO COM P 2023-10-31 2024-09-11
21.00 SHARES OF CONOCOPHILLIPS COM P 2024-04-01 2024-09-11
22.00 SHARES OF CVS HEALTH CORP COM P 2023-10-19 2024-05-02
23.00 SHARES OF DOLLAR GEN CORP NEW COM P 2024-10-07 2024-10-28
25.00 SHARES OF INTEL CORP COM P 2023-10-10 2024-04-30
3.00 SHARES OF AMAZON COM INC COM P 2024-02-08 2024-02-16
3.00 SHARES OF MICRON TECHNOLOGY IN COM P 2023-10-19 2024-09-11
3.00 SHARES OF SALESFORCE INC COM P 2024-01-23 2024-09-11
3.00 SHARES OF TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM P 2023-03-07 2024-01-23
27.00 SHARES OF BOEING CO COM P 2024-05-21 2024-09-16
35.00 SHARES OF JOHNSON AND JOHNSON COM P 2023-08-14 2024-02-07
2.00 SHARES OF ALNYLAM PHARMACEUTICALS INC COM P 2023-10-18 2024-09-11
2.00 SHARES OF PNC FINL SVCS GROUP INC COM P 2024-01-23 2024-02-16
1.00 SHARE OF ACCENTURE PLC IRELAND D SHS CL A P 2024-01-22 2024-09-11
1.00 SHARES OF META PLATFORMS INC CL A P 2024-01-24 2024-02-16
18.00 SHARES OF CONSTELLATION ENERGY CORP COM P 2024-10-07 2024-10-28
1.00 SHARE OF ROYAL CARIBBEAN GROUP P P 2024-03-20 2024-09-11
2.00 SHARES OF FEDEX CORP COM P 2024-10-10 2024-09-11
4.00 SHARES OF ENTERGY CORP NEW COM P 2024-01-16 2024-09-11
4.00 SHARES OF ALPHABET INC CAP STK CL C P 2024-01-22 2024-02-16
5.00 SHARES OF TAKE-TWO INTERACTIVE SOFTWARE INC CDT-CO M P 2023-03-07 2024-11-04
5.00 SHARES OF AMETEK INC NEW COM P 2023-01-27 2024-09-11
44.00 SHARES OF NOVO NORDISK A.S. AD R FORMERLY NOVO INDU STRIE A.S. ADR SAM P 2019-05-22 2024-01-12
4.500 SHARES OF GE VERNOVA INC COM P 2023-03-30 2024-04-11
5.00 SHARES OF MOODYS CORP COM P 2015-04-06 2024-01-22
4.00 SHARES OF TRIMBLE INC COM P 2023-02-28 2024-06-04
4.00 SHARES OF MONDELEZ INTL INC CL A P 2015-02-05 2024-01-23
5.00 SHARES OF NORTHROP GRUMMAN COR P COM P 2016-03-17 2024-09-11
4.00 SHARES OF GALLAGHER ARTHUR J & CO COM P 2023-01-27 2024-09-11
4.00 SHARES OF ANHEUSER BRUSH INBEV SA NV P 2020-08-03 2024-09-11
4.00 SHARES OF AMAZON COM INC COM P 2016-06-03 2024-09-11
3.00 SHARES OF ELECTRONIC ARTS INC COM P 2021-12-16 2024-09-11
39.00 SHARES OF NIKE INC CL B P 2010-08-02 2024-11-01
38.00 SHARES OF WELLS FARGO & CO NEW COM P 2023-01-06 2024-09-11
36.00 SHARES OF KRAFT HEINZ CO COM P 2022-09-21 2024-10-31
30.00 SHARES OF GODADDY INC CL A P 2017-11-06 2024-02-08
30.00 SHARES OF CHIPOTLE MEXICAN GRI LL INC COM P 2018-09-05 2024-09-11
3.00 SHARES OF TJX COS INC NEW COM P 2023-01-27 2024-09-11
3.00 SHARES OF STATE STR CORP COM P 2020-08-19 2024-09-11
3.00 SHARES OF MSCI INC COM P 2019-11-22 2024-09-17
3.00 SHARES OF KLA CORP COM P 2020-06-30 2024-09-11
3.00 SHARES OF HENRY JACK & ASSOC I NC COM P 2011-04-26 2024-09-11
29.00 SHARES OF EDWARDS LIFESCIENCES CORP COM P 2019-12-12 2024-01-23
3.00 SHARES OF APPLE INC COM P 2008-10-24 2024-09-11
6.00 SHARES OF LINDE PLC NEW SHS IS P 2023-01-27 2024-10-07
7.00 SHARES OF COMCAST CORP NEW CL A P 2010-09-28 2024-09-11
6.00 SHARES OF LINCOLN ELEC HLDGS I NC COM P 2023-05-25 2024-08-27
24.00 SHARES OF CHEVRON CORP NEW COM P 2009-09-17 2024-09-11
6.00 SHARES OF EQUINIX INC COM PAR $0 001 P 2018-05-11 2024-03-15
6.00 SHARES OF NORFOLK SOUTHN CORP COM P 2010-05-07 2024-01-24
9.00 SHARES OF UNITEDHEALTH GROUP I NC COM P 2009-11-04 2024-02-09
67.00 SHARES OF AES CORP COM P 2020-03-27 2024-01-24
20.00 SHARES OF CARRIER GLOBAL CORP COM P 2023-01-27 2024-09-11
2.00 SHARES OF YUM BRANDS INC COM P 2016-02-26 2024-02-16
2.00 SHARES OF UNION PAC CORP COM P 2023-08-11 2024-11-14
2.00 SHARES OF SAIA INC COM P 2023-09-06 2024-12-03
67.00 SHARES OF PG&E CORP COM P 2022-02-06 2024-09-11
2.00 SHARES OF MORGAN STANLEY COM N EW P 2023-01-27 2024-09-11
2.00 SHARES OF MONDELEZ INTL INC CL A P 2023-01-27 2024-09-11
2.00 SHARES OF LILLY ELI & CO COM P 2017-10-03 2024-02-16
7.00 SHARES OF APPLE INC COM P 2022-12-29 2024-06-13
2.00 SHARES OF EXXON MOBIL CORP COM P 2023-01-27 2024-09-11
2.00 SHARES OF EOG RES INC COM P 2020-04-03 2024-06-13
2.00 SHARES OF EDISON INTL COM P 2022-03-31 2024-06-13
2.00 SHARES OF APPLIED MATLS INC COM P 2023-01-27 2024-09-11
2.00 SHARES OF ANALOG DEVICES INC COM P 2021-10-08 2024-09-11
7.00 SHARES OF ARAMARK COM P 2022-03-15 2024-09-11
5.00 SHARES OF CONOCOPHILLIPS COM P 2016-08-30 2024-02-28
19.00 SHARES OF VESTIS CORP COM P 2022-03-15 2024-01-30
19.00 SHARES OF COMCAST CORP NEW CL A P 2022-10-26 2024-02-16
3.00 SHARES OF DANAHER CORP COM P 2023-01-25 2024-09-11
1.00 SHARES OF ABBVIE INC COM P 2023-01-27 2024-02-16
17.00 SHARES OF WASTE CONNECTIONS IN C COM ISIN#CA94106B1 013 P 2016-06-01 2024-09-11
13.00 SHARES OF AIRBUS GROUP ADR NCE & SPACE CO ISIN#US0 XXX-XX-XXXX P 2017-01-04 2024-09-11
14.00 SHARES OF ITT INC COM P 2021-04-27 2024-02-16
14.00 SHARES OF ABBOTT LABS COM P 2023-11-13 2024-11-20
13.00 SHARES OF PNC FINL SVCS GROUP INC COM P 2023-05-25 2024-09-11
13.00 SHARES OF HILTON WORLDWIDE HLD GS INC COM NEW P 2021-04-05 2024-01-23
7.00 SHARES OF NORFOLK SOUTHN CORP COM P 2020-11-10 2024-01-24
14.00 SHARES OF YUM BRANDS INC COM P 2020-10-21 2024-01-23
7.00 SHARES OF UNITED AIRLS HLDGS I NC COM P 2022-02-09 2024-09-11
13.00 SHARES OF CENTERPOINT ENERGY INC COM P 2021-02-16 2024-09-11
15.00 SHARES OF CME GROUP INC COM P 2012-10-19 2024-01-22
15.00 SHARES OF SOUTHERN CO COM P 2023-10-31 2024-12-19
16.00 SHARES OF AON PLC REGISTERED S HS CL A ISIN#IE00BLP 1HW54 P 2010-04-02 2024-08-19
8.00 SHARES OF MICROSOFT CORP COM P 2009-06-24 2024-09-11
11.00 SHARES OF SEMPRA COM P 2016-03-11 2024-09-11
16.00 SHARES OF JPMORGAN CHASE & CO COM P 2004-05-11 2024-11-04
11.00 SHARES OF PHILIP MORRIS INTL I NC COM P 2021-03-09 2024-09-11
7.00 SHARES OF LAUDER ESTEE COS INC CL A P 2019-01-17 2024-08-21
11.00 SHARES OF NIKE INC CL B P 2023-01-27 2024-03-04
11.00 SHARES OF CONSTELLATION ENERGY CORP COM P 2022-03-23 2024-06-13
11.00 SHARES OF CHURCHHILL DOWNS INC COM P 2023-10-02 2024-10-29
10.00 SHARES OF HONEYWELL INTL INC C OM P 2020-01-11 2024-01-23
14.00 SHARES OF MARSH & MCLENNAN COS INC COM P 2011-09-06 2024-09-11
14.00 SHARES OF NESTLE SA SPONSORED ADR REPSTG REG SHS I SIN#US6410694060 P 2004-04-14 2024-01-23
5.00 SHARES OF MICROSOFT CORP COM P 2023-01-27 2024-02-16
75.00 SHARES OF CSX CORP COM P 2017-08-29 2024-09-11
2.00 SHARES OF ADOBE SYS INC COM P 2019-01-17 2024-04-30
1.00 SHARES OF HEICO CORP NEW CL A P 2020-02-19 2024-06-13
17.00 SHARES OF CHUBB LTD COM ISIN#C H0044328745 P 2011-06-20 2024-03-05
1.00 SHARES OF TRACTOR SUPPLY CO CO M P 2023-02-23 2024-09-11
17.00 SHARES OF VISA INC COM CL A P 2009-02-26 2024-11-20
1.00 SHARES OF SHERWIN-WILLIAMS CO COM P 2020-06-30 2024-02-16
1.00 SHARES OF REGENERON PHARMACEUT ICALS INC COM P 2023-07-19 2024-09-11
1.00 SHARES OF MSCI INC COM P 2018-05-31 2024-09-17
8.00 SHARES OF VERALTO CORP COM P 2005-08-23 2024-11-01
1.00 SHARES OF META PLATFORMS INC C L A P 2023-08-15 2024-09-11
1.00 SHARES OF LILLY ELI & CO COM P 2022-11-03 2024-01-22
8.00 SHARES OF VISA INC COM CL A P 2021-02-19 2024-01-22
1.00 SHARES OF VERALTO CORP COM P 2024-01-22 2024-09-11
1.00 SHARES OF ELEVANCE HEALTH INC COM P 2019-05-31 2024-09-11
1.00 SHARES OF EOG RES INC COM P 2006-09-28 2024-06-13
8.00 SHARES OF ZOETIS INC COM P 2023-01-24 2024-03-18
1.00 SHARES OF DARDEN RESTAURANTS I NC COM P 2020-05-11 2024-02-16
1.00 SHARES OF CONSTELLATION BRANDS INC CL A P 2023-01-27 2024-06-13
1.00 SHARES OF CHARTER COMMUNICATIONS NS INC NEW CL A P 2023-09-01 2024-09-19
9.00 SHARES OF ALPHABET INC CAP STK CL C P 2023-02-28 2024-09-11
1.00 SHARES OF BROADCOM INC COM P 2009-02-19 2024-06-13
9.00 SHARES OF ASML HLDG N V N Y RE GISTRY SHS NEW 2012 P 2016-10-18 2024-10-29
1.00 SHARES OF ADOBE SYS INC COM P 2021-03-25 2024-03-26
9.00 SHARES OF ASTRAZENECA PLC SPON SORED P 2020-05-06 2024-09-11
MICRO FOCUS INTL PLC SPONS R/S EFF 9/1/17 1 OLD/ 0.926303 NEW P 2024-12-19 2024-12-19
CAPITAL GAINS DIVIDENDS P    
(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 69   60 9
b 263   233 30
c 713   756 -43
d 4,492   5,156 -664
e 160   175 -15
128   116 12
1,918   1,675 243
165   276 -111
3,129   3,187 -58
2,428   1,767 661
1,320   689 631
534   525 9
889   917 -28
83   68 15
998   1,179 -181
340   328 12
890   952 -62
1,750   1,399 351
1,959   1,688 271
508   398 110
193   129 64
215   184 31
210   200 10
165   166 -1
116   69 47
1,056   1,345 -289
1,252   1,276 -24
4,098   3,856 242
298   293 5
167   134 33
2,264   2,513 -249
1,202   1,559 -357
1,271   1,962 -691
787   911 -124
504   503 1
310   205 105
765   834 -69
495   352 143
2,943   3,546 -603
3,494   3,748 -254
414   365 49
299   300 -1
345   368 -23
471   392 79
2,603   2,709 -106
159   132 27
516   494 22
442   412 30
569   593 -24
794   583 211
826   524 302
4,714   1,078 3,636
655   342 313
1,944   525 1,419
234   225 9
295   143 152
2,380   1,012 1,368
1,010   583 427
249   219 30
718   145 573
421   386 35
3,152   725 2,427
2,593   2,113 480
1,214   1,253 -39
3,276   1,405 1,871
3,881   756 3,125
323   248 75
226   211 15
1,689   772 917
1,953   883 1,070
520   101 419
2,170   2,217 -47
659   10 649
2,696   1,983 713
267   64 203
1,174   1,014 160
3,468   1,738 1,730
4,897   2,454 2,443
1,429   331 1,098
4,646   253 4,393
1,108   894 214
1,212   822 390
267   107 160
472   460 12
1,094   864 230
1,126   1,062 64
182   183 -1
145   129 16
1,400   173 1,227
1,363   909 454
219   234 -15
238   78 160
147   140 7
416   224 192
406   337 69
233   185 48
559   212 347
413   355 58
818   600 218
789   703 86
177   147 30
2,725   742 1,983
493   214 279
1,761   1,340 421
3,375   3,089 286
2,420   1,769 651
2,497   1,646 851
1,667   1,506 161
1,842   1,520 322
323   342 -19
344   280 64
2,991   847 2,144
1,233   1,007 226
4,928   785 4,143
3,363   190 3,173
665   441 224
2,923   565 2,358
1,116   1,010 106
644   876 -232
1,096   1,011 85
1,887   563 1,324
1,567   1,263 304
2,014   1,757 257
2,840   398 2,442
1,539   358 1,181
2,022   1,223 799
2,608   1,227 1,381
926   483 443
179   104 75
4,112   1,097 3,015
271   232 39
5,026   362 4,664
313   191 122
1,134   719 415
558   162 396
819   57 762
501   304 197
629   362 267
2,118   1,646 472
195   172 23
537   278 259
119   32 87
1,381   1,326 55
165   74 91
254   227 27
344   426 -82
1,433   857 576
1,682   34 1,648
6,630   923 5,707
511   451 60
646   515 131
55     55
3     3
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       9
b       30
c       -43
d       -664
e       -15
      12
      243
      -111
      -58
      661
      631
      9
      -28
      15
      -181
      12
      -62
      351
      271
      110
      64
      31
      10
      -1
      47
      -289
      -24
      242
      5
      33
      -249
      -357
      -691
      -124
      1
      105
      -69
      143
      -603
      -254
      49
      -1
      -23
      79
      -106
      27
      22
      30
      -24
      211
      302
      3,636
      313
      1,419
      9
      152
      1,368
      427
      30
      573
      35
      2,427
      480
      -39
      1,871
      3,125
      75
      15
      917
      1,070
      419
      -47
      649
      713
      203
      160
      1,730
      2,443
      1,098
      4,393
      214
      390
      160
      12
      230
      64
      -1
      16
      1,227
      454
      -15
      160
      7
      192
      69
      48
      347
      58
      218
      86
      30
      1,983
      279
      421
      286
      651
      851
      161
      322
      -19
      64
      2,144
      226
      4,143
      3,173
      224
      2,358
      106
      -232
      85
      1,324
      304
      257
      2,442
      1,181
      799
      1,381
      443
      75
      3,015
      39
      4,664
      122
      415
      396
      762
      197
      267
      472
      23
      259
      87
      55
      91
      27
      -82
      576
      1,648
      5,707
      60
      131
      55
      3
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 77,829
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 1,224
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 1,224
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 1,224
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 800
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.............. 7 800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 424
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
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 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 2024 or the taxable year beginning in 2024? 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 arrowBAKER TILLY ADVISORY GROUP LP Telephone no.right arrow (212) 697-6900

Located atright arrow66 HUDSON BLVD E SUITE 2200NEW YORKNY ZIP+4right arrow10001
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JOHN BERNBACH PRESIDENT
0.00 		0 0 0
54 SPRINGHURST ROAD
BEDFORD HILLS,NY10507
THERESE BERNBACH DIRECTOR
0.00 		0 0 0
1 CLINTON STREET APT 35C
BROOKLYN,NY11201
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
711,518
b
Average of monthly cash balances.......................
1b
32,364
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
743,882
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
743,882
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,158
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
732,724
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
36,636
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
36,636
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,224
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,224
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
35,412
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
35,412
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
35,412
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
53,270
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
53,270
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 35,412
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 87,904
b From 2020...... 53,701
c From 2021...... 21,071
d From 2022...... 49,302
e From 2023...... 27,889
f Total of lines 3a through e ........ 239,867
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 53,270
a Applied to 2023, 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 2024 distributable amount..... 35,412
e Remaining amount distributed out of corpus 17,858
5 Excess distributions carryover applied to 2024. 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 5 257,725
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		87,904
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		169,821
10 Analysis of line 9:
a Excess from 2020.... 53,701
b Excess from 2021.... 21,071
c Excess from 2022.... 49,302
d Excess from 2023.... 27,889
e Excess from 2024.... 17,858
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

BEDFORD PLAYHOUSE

633 OLD POST RD
BEDFORD,NY10506 		NONE 501(C)(3) ACHIEVE CHARITABLE PURPOSE 1,500

BROOKLYN MUESUM

200 EASTERN PKWY
BROOKLYN,NY11238 		NONE 501(C)(3) ACHIEVE CHARITABLE PURPOSE 10,000

CASTA MARIA

324 E 149TH ST
BRONX,NY10451 		NONE 501(C)(3) ACHIEVE CHARITABLE PURPOSE 10,000

SAINT ANN'S SCHOOL

129 PIERREPONT STREET
BROOKLYN HEIGHTS,NY11201 		NONE 501(C)(3) ACHIEVE CHARITABLE PURPOSE 20,000

THE METROPOLITAN OPERA

70 LINCOLN CENTER PLAZA 6TH FLOOR
NEW YORK,NY10023 		NONE 501(C)(3) ACHIEVE CHARITABLE PURPOSE 3,750

ACCESS HEALTH INTERNATIONAL

384 WEST LANE
RIDGEFIELD,CT06877 		NONE 501(C)(3) ACHIEVE CHARITABLE PURPOSE 1,000

THE KIPS BAY BOYS & GIRLS CLUB

1930 RANDALL AVE
BRONX,NY10473 		NONE 501(C)(3) ACHIEVE CHARITABLE PURPOSE 1,620
Total .................................right arrow 3a 47,870
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 17,444  
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 77,829  
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 95,273 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
95,273
(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.)
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE BILL BERNBACH FOUNDATION
EIN:
23-7060333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,300 0   5,300

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BILL BERNBACH FOUNDATION
EIN:
23-7060333
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 1,802 3,280
ABBOTT LABS 2,882 3,054
ABBVIE INC COM 3,486 4,087
ACCENTURE PLC IRELAND 4,937 5,277
AIRBUS GROUP ADR NCE & SPACE CO 1,055 2,549
ALNYLAM PHARMACEUTICALS INC COM 827 1,177
ALPHABET INC CAP STK CL C 491 14,664
ALPHABET INC CAP STK CL C 6,717 8,760
AMAZON COM INC 689 4,168
AMAZON COM INC 9,458 12,505
AMETEK INC 1,567 3,425
AMGEN INC COM 1,761 1,564
ANALOG DEVICES INC COM 1,515 1,912
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 1,257 1,152
AON PLC REGISTERED SHS CL A 196 1,437
APPLE INC COM 1,349 1,503
APPLE INC COM 221 16,277
APPLIED MATLS INC COM 1,856 1,789
ARAMARK COM 845 1,194
ASML HLDG N V N Y REGISTRY SHS 308 2,079
ASTRAZENECA PLC 1,244 2,948
ASTRAZENECA PLC 164 197
ATI INC COM 3,025 2,697
ATLASSIAN CORP CL A 3,630 5,111
BRISTOL MYERS SQUIBB CO COM 1,225 1,301
BROADCOM INC COM 884 2,318
BROADCOM INC COM 420 30,139
BURLINGTON STORES INC COM 849 1,995
CAPITAL ONE FINL CORP COM 1,474 1,962
CARRIER GLOBAL CORP COM 2,116 3,686
CENTERPOINT ENERGY INC COM 1,228 1,809
CHARTER COMMUNICATIONS INC NEW CL A 1,173 3,085
CHIPOTLE MEXICAN GRILL INC COM 1,158 7,296
CHURCH & DWIGHT INC COM 2,716 3,141
COMCAST CORP CL A 795 3,265
CONOCOPHILLIPS COM 1,144 2,678
CONOCOPHILLIPS COM 1,089 2,876
CONSTELLATION ENERGY CORP COM 4,920 11,856
CSX CORP 671 1,323
DANAHER CORP 248 230
DANAHER CORP 433 5,509
DARDEN RESTAURANTS INC COM 518 1,307
DISCOVER FINL SVCS COM 1,232 1,732
EDISON INTL COM 1,555 1,836
ELECTRONIC ARTS INC 1,028 1,170
ELECTRONIC ARTS INC 687 1,024
ELEVANCE HEALTH INC COM 1,253 1,845
ELEVANCE HEALTH INC COM 1,414 1,107
ENTERGY CORP NEW COM 2,061 3,033
EQUIFAX INC COM 1,958 2,039
EQUINIX INC COM 1,206 2,829
EXXON MOBIL CORP COM 1,561 1,721
FEDEX CORP COM 3,061 3,376
GALLAGHER ARTHUR J & CO 1,236 3,690
GE VERNOVA INC COM 3,857 4,934
GENERAL ELEC CO COM 1,581 3,503
HEICO CORP NEW CL A 416 744
HEICO CORP NEW COM 210 713
HENRY JACK & ASSOC INC COM 473 2,454
HILTON WORLDWIDE HLDGS INC COM 1,986 3,955
INGERSOLL RAND INC COM 4,635 4,613
ITT INC COM 1,885 2,858
JP MORGAN CHASE & CO COM 1,272 8,630
KKR & CO INC COM 1,178 2,514
KLA CORP COM 3,036 6,931
LILLY ELI & CO COM 604 5,404
LINDE PLC SH ISIN 1,309 3,349
LINDE PLC SH ISIN 3,569 5,443
MARRIOTT INTL INC 1,635 2,232
MARSH & MCLENNAN COS INC COM 1,701 14,231
MASTERCARD INC 1,513 2,106
META PLATFORMS INC CL A 6,346 10,539
MICRON TECHNOLOGY INC COM 1,436 1,767
MICROSOFT CORP COM 1,801 32,034
MONDELEZ INTL INC CL A 464 776
MONDELEZ INTL INC CL A 321 299
MORGAN STANLEY COM 1,745 2,514
MSCI INC COM 487 1,800
NETFLIX INC COM 1,843 1,783
NORTHROP GRUMMAN CORP COM 1,336 3,285
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE 2,621 1,892
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE 194 688
NVIDIA CORP COM 1,738 2,686
PG&E CORP COM 1,411 1,836
PHILIP MORRIS INTL INC COM 2,150 5,416
PHILIP MORRIS INTL INC COM 524 722
PNC FNL SVCS 3,257 4,628
PROGRESSIVE CORP 1,463 2,875
REGENERON PHARAMCEUTICALS INC COM 5,243 4,986
ROYAL CARIBBEAN GROUUP 3,594 5,306
RTX CORP COM 2,284 3,703
S&P GLOBAL INC COM 2,146 2,490
SAFRAN S A ADR 1,493 1,744
SAIA INC COM 864 911
SALESFORCE INC COM 5,161 7,690
SAREPTA THERAPEUITICS INC COM 754 730
SEMPRA ENERGY COM 1,261 2,544
SERVICENOW INC COM 3,842 8,481
SHERWIN WILLIAMS 539 2,040
STATE STR CORP 1,271 1,865
STATE STR CORP 632 883
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 1,303 1,382
TAKE-TWO INTERACTIVE SOFTWARE 1,635 2,577
TC ENERGY CORPORATION REGISTERED SHS ISIN 1,307 1,817
TEXAS INSTRS INC COM 1,401 1,500
TJX COS INC 1,796 2,295
TOAST INC CL A 1,996 3,390
TRACTOR SUPPLY CO COM 2,548 3,184
TRANSDIGM GROUP INC COM 894 6,336
TRUIST FINL CORP COM 3,113 3,340
UNION PAC CORP COM 920 912
UNITED AIRLS HLDGS 1,575 3,301
UNITEDHEALTH GROUP INC 1,697 1,518
UNITEDHEALTH GROUP INC 309 5,564
VERALTO CORP COM 1,114 1,426
VISA INC COM CL A 755 17,066
WASTE CONNECTIONS INC COM 2,052 8,060
WELLS FARGO 1,599 2,810
WELLTOWER INC COM 2,566 2,521
YUM BRANDS INC COM 460 1,207

TY 2024 InvestmentsOtherSchedule2
Name:
THE BILL BERNBACH FOUNDATION
EIN:
23-7060333
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN INTERMEDIATE BOND FND OF AMERICA AT COST 26,367 25,580
AMERICAN INTERMEDIATE BOND FND OF AMERICA AT COST 238,266 218,134

TY 2024 OtherExpensesSchedule
Name:
THE BILL BERNBACH FOUNDATION
EIN:
23-7060333
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NY FILING FEE 100 0   100
INVESTMENT MANAGEMENT FEES (PERSHING LLC 135349) 6,964 6,964   0
OTHER EXPENSES 120 0   0


TY 2024 TaxesSchedule
Name:
THE BILL BERNBACH FOUNDATION
EIN:
23-7060333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 58 58   0
FEDERAL TAX 648 0   0