Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BEDFORD HILLS
State or province
NY
Country  
ZIP or foreign postal code
10507
A Employer identification number

23-7060333
B Telephone number (see instructions)

9177678800
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$809,677J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,418 16,947  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,409
b Gross sales price for all assets on line 6a 205,067
7 Capital gain net income (from Part IV, line 2)... 52,409
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........ 69,827 69,356  
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
5,565 0   5,565
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,752 28   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
7,502 7,190   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,819 7,218   5,665
25 Contributions, gifts, grants paid....... 46,250 46,250
26 Total expenses and disbursements. Add lines 24 and 25 ................ 61,069 7,218   51,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,758
b Net investment income (if negative, enter -0-) 62,138
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 40,013 47,406 47,406
2 Savings and temporary cash investments.........      
3 Accounts receivable 5,063
Less: allowance for doubtful accounts   5,063 5,063 5,063
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 210,716 Click to see attachment
List of Attached Documents:
// Content
202,994 		497,845
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 264,633 Click to see attachment
List of Attached Documents:
// Content
273,720 		259,363
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 520,425 529,183 809,677
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 474,716 483,474
29 Total net assets or fund balances (see instructions)..... 520,425 529,183
30 Total liabilities and net assets/fund balances (see instructions). 520,425 529,183
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
520,425
2
Enter amount from Part I, line 27a .....................
2
8,758
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
529,183
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
529,183
Form 990-PF (2025)
Form 990-PF (2025)
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 1.00 SHARES OF ACCENTURE PLC IRELAN D SHS CL A ISIN#IEOO B4BNMY34 P 2024-07-17 2025-03-17
b 4.00 SHARES OF EATON CORPORATION PLC SHS ISIN#IEOOB8KQN 827 P 2025-02-18 2025-08-07
c 2.00 SHARES OF ROYAL CARIBBEAN GROUP ISIN#LR0008862868 P 2025-02-18 2025-03-17
d 4.00 SHARES OF AIR PRODS & CHEMS IN C COM P 2025-01-31 2025-05-27
e 8.00 SHARES OF ALPHABET INC CAP STK CL C P 2025-03-06 2025-06-17
19.00 SHARES OF AMAZON COM INC COM P 2024-12-03 2025-05-28
3.00 SHARES OF ELEVANCE HEALTH INC COM P 2025-03-06 2025-05-27
17.00 SHARES OF APPLE INC COM P 2025-01-10 2025-04-23
16.00 SHARES OF APPLIED MATLS INC COM P 2025-01-13 2025-05-06
4.00 SHARES OF ARAMARK COM P 2025-01-10 2025-03-17
1.00 SHARES OF ATMOS ENERGY CORP COM P 2025-02-18 2025-03-17
23.00 SHARES OF BRISTOL MYERS SQUIBB CO COM P 2024-10-17 2025-05-27
11.1152 SHARES OF CAPITAL ONE FINL CORP COM P 2024-06-27 2025-05-19
1.00 SHARES OF DAYFORCE INC COM P 2025-02-04 2025-03-17
3.00 SHARES OF CONSTELLATION ENERGY CORP COM P 2025-01-21 2025-03-17
4.00 SHARES OF DISCOVER FINL SVCS COM P 2024-06-27 2025-02-20
22.00 SHARES OF EDISON INTL COM P 2024-01-22 2025-01-13
2.00 SHARES OF GE VERNOVA INC COM P 2025-02-04 2025-03-17
5.00 SHARES OF GENERAL ELEC CO COM NEW P 2025-02-10 2025-03-17
9.00 SHARES OF HERSHEY CO COM P 2025-03-06 2025-05-28
INGERSOLL RAND INC COM P 2024-08-19 2025-05-07
AMERICAN INTERMEDIATE BOND FUND OF AMERICA CLASS F3 P 2025-03-31 2025-04-17
1.00 SHARES OF KLA CORP COM P 2025-02-18 2025-03-17
3.00 SHARES OF LENNOX INTL INC COM P 2025-01-16 2025-05-27
3.00 SHARES OF LILLY ELI & CO COM P 2025-02-18 2025-05-28
2.00 SHARES OF MICRON TECHNOLOGY IN C COM P 2025-01-17 2025-03-17
5.00 SHARES OF MONDELEZ INTL INC CL A P 2025-03-11 2025-03-17
15.00 SHARES OF NOVO NORDISK A.S. AD R FORMERLY NOVO INDU STRIE A.S. ADR SAM P 2024-05-09 2025-01-13
2.00 SHARES OF PAYCHEX INC COM P 2025-02-18 2025-03-17
2.00 SHARES OF REGENERON PHARMACEUTICALS INC COM P 2025-05-29 2025-06-02
6.00 SHARES OF SAREPTA THERAPEUTICS INC COM P 2024-11-26 2025-05-28
1.00 SHARES OF TAIWAN SEMICONDUCTOR MFG CO SPONSORED AD R ISIN#US8740391003 P 2025-01-10 2025-03-17
4.00 SHARES OF TEXAS INSTRS INC COM P 2025-02-10 2025-05-06
49.00 SHARES OF TOAST INC CL A P 2024-06-11 2025-01-13
4.00 SHARES OF TRUIST FINL CORP COM P 2025-02-19 2025-03-17
3.00 SHARES OF UNITEDHEALTH GROUP I NC COM P 2024-10-28 2025-05-15
1.00 SHARES OF VERTEX PHARMACEUTICALS INC COM P 2025-02-11 2025-03-17
1.00 SHARES OF WELLTOWER INC COM P 2025-02-18 2025-03-17
2.00 SHARES OF ACCENTURE PLC IRELAN D SHS CL A ISIN#IEOO B4BNMY34 P 2024-01-22 2025-02-11
2.00 SHARES OF LINDE PLC NEW SHS IS IN#IEOOOS9YS762 P 2021-03-26 2025-03-17
11.00 SHARES OF ABBOTT LABS COM P 2024-01-22 2025-03-17
3.00 SHARES OF ABBVIE INC COM P 2024-01-23 2025-04-22
5.00 SHARES OF ALNYLAM PHARMACEUTICALS INC COM P 2023-10-18 2025-02-10
19.00 SHARES OF ALPHABET INC CAP STK CL C P 2024-01-22 2025-06-17
11.00 SHARES OF AMETEK INC NEW COM P 2023-01-27 2025-02-18
1.00 SHARES OF AMGEN INC COM P 2024-02-08 2025-03-17
9.00 SHARES OF ANALOG DEVICES INC COM P 2021-10-08 2025-01-10
23.00 SHARES OF ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088 P 2020-08-03 2025-01-10
9.00 SHARES OF APPLIED MATLS INC COM P 2024-01-22 2025-05-06
3.00 SHARES OF ASTRAZENECA PLC SPON SORED ADR ISIN#US046 3531089 P 2020-05-06 2025-01-10
10.00 SHARES OF ATLASSIAN CORP CL A P 2023-02-03 2025-03-17
41.00 SHARES OF CARRIER GLOBAL CORP COM P 2021-03-17 2025-03-17
6.00 SHARES OF CONSTELLATION ENERGY CORP COM P 2024-04-25 2025-07-24
1.00 SHARES OF DANAHER CORP COM P 2024-02-06 2025-04-04
7.00 SHARES OF DARDEN RESTAURANTS I NC COM P 2020-05-11 2025-07-01
1.00 SHARES OF EDISON INTL COM P 2023-11-14 2025-01-13
8.00 SHARES OF ELECTRONIC ARTS INC COM P 2021-12-16 2025-03-05
5.00 SHARES OF EXXON MOBIL CORP COM P 2024-01-22 2025-02-18
1.00 SHARES OF META PLATFORMS INC C LA P 2024-01-24 2025-03-17
12.00 SHARES OF FEDEX CORP COM P 2024-01-22 2025-05-27
8.00 SHARES OF HILTON WORLDWIDE HLDGS INC COM NEW P 2023-04-13 2025-03-17
20.00 SHARES OF ITT INC COM P 2022-02-08 2025-01-13
1.00 SHARES OF INGERSOLL RAND INC COM P 2024-02-13 2025-05-07
1.00 SHARES OF KKR & CO INC COM P 2023-11-28 2025-03-17
7.00 SHARES OF NOVO NORDISK A.S. AD R FORMERLY NOVO INDU STRIE A.S. ADR SAME P 2023-11-14 2025-01-13
91.00 SHARES OF PG&E CORP COM P 2023-02-06 2025-07-23
10.00 SHARES OF PNC FINL SVCS GROUP INC COM P 2024-01-23 2025-01-13
2.00 SHARES OF PHILIP MORRIS INTL I NC COM P 2021-03-09 2025-03-17
1.00 SHARES OF PROGRESSIVE CORP OH COM P 2023-07-18 2025-03-17
2.00 SHARES OF RTX CORP COM P 2022-05-18 2025-03-17
7.00 SHARES OF REGENERON PHARMACEUTICALS INC COM P 2024-01-22 2025-06-02
1.00 SHARES OF S&P GLOBAL INC COM P 2024-01-22 2025-03-17
2.00 SHARES OF SAIA INC COM P 2023-09-06 2025-05-28
2.00 SHARES OF SERVICENOW INC COM P 2023-10-19 2025-01-13
9.00 SHARES OF ST ATE STR CORP COM P 2020-08-19 2025-01-13
14.00 SHARES OF TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM P 2023-03-23 2025-05-02
39.00 SHARES OF TC ENERGY CORPORATION REGISTERED SHS ISI N#CA87807B1076 P 2023-11-21 2025-01-13
2.00 SHARES OF TOAST INC CL A P 2024-02-23 2025-03-17
4.00 SHARES OF UNION PAC CORP COM P 2023-08-11 2025-02-04
34.00 SHARES OF UNITED AIRLS HLDGS I NC COM P 2022-02-23 2025-01-10
14.00 SHARES OF VERAL TO CORP COM P 2024-01-22 2025-02-18
40.00 SHARES OF WELLS FARGO & CO NEW COM P 2023-05-15 2025-01-13
3.00 SHARES OF ASML HLDG N V NY REGISTRY SHS NEW 2012 P 2016-10-18 2025-01-10
64.00 SHARES OF AIRBUS GROUP ADR NCE & SPACE CO ISIN#USO XXX-XX-XXXX P 2017-01-04 2025-01-13
4.00 SHARES OF APPLE INC COM P 2008-10-24 2025-04-23
16.00 SHARES OF ASTRAZENECA PLC SPON SORED ADR ISIN#US046 3531089 P 2016-12-13 2025-03-17
41.00 SHARES OF CSX CORP COM P 2017-08-29 2025-06-26
4.00 SHARES OF CHARTER COMMUNICATIONS INC NEW CL A P 2013-06-19 2025-03-17
30.00 SHARES OF CHIPOTLE MEXICAN GRI LL INC COM P 2018-09-05 2025-03-17
87.00 SHARES OF COMCAST CORP NEW CL A P 2010-09-28 2025-03-11
11.00 SHARES OF DANAHER CORP COM P 2005-08-23 2025-07-01
7.00 SHARES OF ELECTRONIC ARTS INC COM P 2019-01-16 2025-03-06
3.00 SHARES OF EQUINIX INC COM PAR $0 001 P 2018-05-11 2025-03-14
3.00 SHARES OF HENRY JACK & ASSOC I NC COM P 2011-04-26 2025-02-10
1.00 SHARES OF JPMORGAN CHASE & CO COM P 2004-05-11 2025-03-17
1.00 SHARES OF MSCI INC COM P 2018-05-31 2025-03-17
2.00 SHARES OF MARSH & MCLENNAN COS INC COM P 2011-09-06 2025-03-17
1.00 SHARES OF MICROSOFT CORP COM P 2009-06-24 2025-03-17
8.00 SHARES OF NOVO NORDISK A.S. AD R FORMERLY NOVO INDU STRIE A.S. ADR SAME P 2019-05-22 2025-01-13
19.00 SHARES OF STATE STR CORP COM P 2019-01-09 2025-01-13
1.00 SHARES OF UNITEDHEALTH GROUP I NC COM P 2009-11-04 2025-05-15
13.00 SHARES OF VISA INC COM CL A P 2009-02-26 2025-03-17
13.00 SHARES OF WASTE CONNECTIONS INC COM ISIN#CA94106B1013 P 2016-06-01 2025-03-17
EXELON CORP COM P   2025-06-18
RECKITT BENCKISER PLC SPONSORED ADR ISIN#US7562552049 P   2025-05-21
1.00 SHARES OF LINDE PLC NEW SHS IS IN#IEO00S9YS762 P 2025-01-13 2025-10-21
29.00 SHARES OF QIAGEN NV REGISTERED SHS ISIN#NL0015002C X3 P 2025-06-10 2025-08-29
1.00 SHARES OF ROYAL CARIBBEAN GROUP ISIN#LR0008862868 P 2024-11-13 2025-10-21
2.00 SHARES OF ALPHABET INC CAP STK CL C P 2024-10-28 2025-10-21
2.00 SHARES OF AMAZON COM INC COM P 2025-07-09 2025-10-21
4.00 SHARES OF ATMOS ENERGY CORP COM P 2025-02-18 2025-10-21
15.00 SHARES OF DAYFORCE INC COM P 2025-02-04 2025-11-25
1.00 SHARES OF CHARTER COMMUNICATIONS INC NEW CL A P 2025-08-29 2025-11-13
3.00 SHARES OF CHIPOTLE MEXICAN GRI LL INC COM P 2025-08-29 2025-11-26
4.00 SHARES OF CONSTELLATION ENERGY CORP COM P 2025-08-29 2025-10-03
2.00 SHARES OF META PLATFORMS INC C LA P 2025-07-31 2025-08-29
5.00 SHARES OF GE VERNOVA INC COM P 2025-02-04 2025-09-05
4.00 SHARES OF GENERAL ELEC CO COM NEW P 2025-02-10 2025-10-21
2.00 SHARES OF HILTON WORLDWIDE HLDGS INC COM NEW P 2025-08-29 2025-10-21
1.00 SHARES OF JPMORGAN CHASE & CO COM P 2025-09-22 2025-10-21
1.00 SHARES OF KLA CORP COM P 2025-05-27 2025-08-29
5.00 SHARES OF LENNOX INTL INC COM P 2025-08-29 2025-12-04
1.00 SHARES OF LILLY ELI & CO COM P 2025-07-09 2025-08-29
2.00 SHARES OF MARSH & MCLENNAN COS INC COM P 2025-09-22 2025-10-21
15.00 SHARES OF MONDELEZ INTL INC CL A P 2025-05-27 2025-08-29
1.00 SHARES OF NETFLIX INC COM P 2024-12-17 2025-08-29
3.00 SHARES OF NORTHROP GRUMMAN CORP COM P 2025-06-13 2025-09-22
6.00 SHARES OF PAYCHEX INC COM P 2025-02-18 2025-10-21
7.00 SHARES OF PHILIP MORRIS INTL I NC COM P 2025-09-30 2025-10-21
5.00 SHARES OF PROGRESSIVE CORP OH COM P 2025-01-14 2025-10-21
6.00 SHARES OF RTX CORP COM P 2025-01-13 2025-10-21
73.00 SHARES OF ROLLS ROYCE HLDGS PLC SPONS ADR ISIN US7 XXX-XX-XXXX P 2025-06-27 2025-08-29
4.00 SHARES OF SHOPIFY INC CL A ISI N#CA82509L1076 P 2025-02-11 2025-10-21
10.00 SHARES OF TJX COS INC NEW COM P 2025-07-01 2025-10-21
4.00 SHARES OF T-MOBILE US INC COM P 2025-07-01 2025-08-29
9.00 SHARES OF TEXAS INSTRS INC COM P 2025-09-22 2025-11-13
12.00 SHARES OF TRUIST FINL CORP COM P 2025-02-19 2025-10-21
4.00 SHARES OF UNITED RENTALS INC COM P 2025-08-04 2025-08-29
1.00 SHARES OF UNITEDHEALTH GROUP I NC COM P 2025-08-29 2025-10-21
3.00 SHARES OF VERTEX PHARMACEUTICALS INC COM P 2025-02-18 2025-08-29
9.00 SHARES OF WELL TOWER INC COM P 2025-07-10 2025-10-21
4.00 SHARES OF ACCENTURE PLC IRELAN D SHS CL A ISIN#IEOO B4BNMY34 P 2024-01-22 2025-08-29
8.00 SHARES OF ATI INC COM P 2024-08-06 2025-10-21
2.00 SHARES OF AMGEN INC COM P 2024-02-08 2025-10-21
3.00 SHARES OF ELEVANCE HEALTH INC COM P 2024-01-22 2025-10-08
2.00 SHARES OF ATLASSIAN CORP CL A P 2024-09-09 2025-10-21
10.00 SHARES OF BROADCOM INC COM P 2023-10-18 2025-10-21
3.00 SHARES OF CHURCH & DWIGHT INC COM P 2023-10-31 2025-10-21
1.00 SHARES OF CONOCOPHILLIPS COM P 2024-04-01 2025-08-29
2.00 SHARES OF CONSTELLATION ENERGY CORP COM P 2024-08-15 2025-10-21
3.00 SHARES OF ENTERGY CORP NEW COM P 2024-01-16 2025-10-21
9.00 SHARES OF EXXON MOBIL CORP COM P 2024-01-22 2025-08-29
2.00 SHARES OF KLA CORP COM P 2023-08-23 2025-09-22
4.00 SHARES OF MASTERCARD INC CL A P 2022-02-08 2025-09-22
4.00 SHARES OF MORGAN STANLEY COM N EW P 2024-01-22 2025-08-29
3.00 SHARES OF SALESFORCE INC COM P 2024-01-23 2025-08-29
7.00 SHARES OF TJX COS INC NEW COM P 2024-01-23 2025-10-21
8.00 SHARES OF TEXAS INSTRS INC COM P 2024-01-23 2025-11-13
19.00 SHARES OF TRUIST FINL CORP COM P 2024-07-15 2025-10-21
5.00 SHARES OF ELEVANCE HEALTH INC COM P 2019-05-31 2025-10-08
12.00 SHARES OF BROADCOM INC COM P 2009-02-19 2025-12-10
5.00 SHARES OF CHARTER COMMUNICATIONS INC NEW CL A P 2013-06-19 2025-11-13
52.00 SHARES OF CHIPOTLE MEXICAN GRI LL INC COM P 2018-09-05 2025-11-26
2.00 SHARES OF MSCI INC COM P 2018-05-31 2025-10-21
1.00 SHARES OF MARSH & MCLENNAN COS INC COM P 2011-09-06 2025-10-21
4.00 SHARES OF MICROSOFT CORP COM P 2009-06-24 2025-10-21
2.00 SHARES OF VISA INC COM CL A P 2009-02-26 2025-10-21
7.00 SHARES OF YUM BRANDS INC COM P 2016-02-26 2025-10-21
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 326   326 0
b 1,436   1,253 183
c 440   496 -56
d 1,097   1,342 -245
e 1,379   1,492 -113
3,888   4,072 -184
1,123   1,210 -87
3,510   3,955 -445
2,675   2,728 -53
144   148 -4
152   148 4
1,092   1,225 -133
1,849   1,488 361
57   72 -15
658   968 -310
786   493 293
1,263   1,489 -226
668   715 -47
988   1,026 -38
1,429   1,612 -183
2,853   3,275 -422
1,793   1,793 0
719   757 -38
1,748   1,935 -187
2,171   2,566 -395
207   211 -4
326   326 0
1,265   1,927 -662
296   297 -1
1,162   1,296 -134
228   754 -526
176   209 -33
665   722 -57
1,715   1,074 641
165   190 -25
787   1,697 -910
516   461 55
151   152 -1
775   736 39
921   559 362
1,435   1,261 174
520   503 17
1,358   827 531
3,367   2,815 552
2,026   934 1,092
318   293 25
1,921   1,515 406
1,067   1,257 -190
1,382   1,519 -137
201   164 37
3,046   1,813 1,233
2,840   1,609 1,231
1,942   1,127 815
186   248 -62
1,538   518 1,020
57   65 -8
1,067   1,028 39
549   502 47
606   392 214
2,644   3,061 -417
1,922   1,140 782
2,789   1,885 904
77   85 -8
116   69 47
590   693 -103
1,243   1,401 -158
1,915   1,239 676
310   175 135
291   122 169
265   187 78
3,420   5,243 -1,823
494   445 49
539   864 -325
2,012   1,008 1,004
844   632 212
3,002   1,635 1,367
1,797   1,307 490
70   42 28
978   920 58
3,638   1,575 2,063
1,367   1,114 253
2,806   1,599 1,207
2,226   308 1,918
2,529   1,055 1,474
828   14 814
1,082   443 639
1,318   671 647
1,438   521 917
1,537   287 1,250
3,152   795 2,357
2,129   198 1,931
950   687 263
2,509   1,206 1,303
521   101 420
235   35 200
567   162 405
466   57 409
392   24 368
675   194 481
1,781   1,271 510
263   28 235
4,555   182 4,373
2,356   568 1,788
30     30
72     72
450   419 31
1,348   1,346 2
317   234 83
503   338 165
444   443 1
708   593 115
1,044   1,082 -38
205   266 -61
102   126 -24
1,440   1,276 164
1,477   1,560 -83
2,910   1,617 1,293
1,226   821 405
532   552 -20
297   312 -15
872   791 81
2,524   3,031 -507
733   787 -54
378   394 -16
921   1,018 -97
1,208   922 286
1,728   1,491 237
765   891 -126
1,109   1,197 -88
1,133   1,221 -88
1,038   704 334
1,055   960 95
651   494 157
1,388   1,251 137
1,008   967 41
1,553   1,624 -71
529   569 -40
3,825   3,149 676
365   310 55
1,173   1,241 -68
1,576   1,363 213
1,040   1,114 -74
674   494 180
602   587 15
1,000   1,414 -414
337   331 6
3,403   884 2,519
264   273 -9
99   128 -29
718   383 335
287   155 132
1,029   867 162
2,142   991 1,151
2,338   1,513 825
602   365 237
769   834 -65
1,007   666 341
1,298   1,401 -103
833   787 46
1,812   1,253 559
4,604   41 4,563
1,024   652 372
1,769   498 1,271
1,081   325 756
189   28 161
2,071   95 1,976
694   28 666
1,040   358 682
41     41
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       0
b       183
c       -56
d       -245
e       -113
      -184
      -87
      -445
      -53
      -4
      4
      -133
      361
      -15
      -310
      293
      -226
      -47
      -38
      -183
      -422
      0
      -38
      -187
      -395
      -4
      0
      -662
      -1
      -134
      -526
      -33
      -57
      641
      -25
      -910
      55
      -1
      39
      362
      174
      17
      531
      552
      1,092
      25
      406
      -190
      -137
      37
      1,233
      1,231
      815
      -62
      1,020
      -8
      39
      47
      214
      -417
      782
      904
      -8
      47
      -103
      -158
      676
      135
      169
      78
      -1,823
      49
      -325
      1,004
      212
      1,367
      490
      28
      58
      2,063
      253
      1,207
      1,918
      1,474
      814
      639
      647
      917
      1,250
      2,357
      1,931
      263
      1,303
      420
      200
      405
      409
      368
      481
      510
      235
      4,373
      1,788
      30
      72
      31
      2
      83
      165
      1
      115
      -38
      -61
      -24
      164
      -83
      1,293
      405
      -20
      -15
      81
      -507
      -54
      -16
      -97
      286
      237
      -126
      -88
      -88
      334
      95
      157
      137
      41
      -71
      -40
      676
      55
      -68
      213
      -74
      180
      15
      -414
      6
      2,519
      -9
      -29
      335
      132
      162
      1,151
      825
      237
      -65
      341
      -103
      46
      559
      4,563
      372
      1,271
      756
      161
      1,976
      666
      682
      41
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 52,409
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 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) 1 864
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........................... 3 864
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- ..... 5 864
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,300
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 1,300
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 436
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax436 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
NY
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBAKER TILLY ADVISORY GROUP LP Telephone no. (212) 697-6900

Located at66 HUDSON BLVD E SUITE 2200NEW YORKNY ZIP+410001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
928,968
b
Average of monthly cash balances.......................
1b
41,000
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
969,968
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
969,968
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,550
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
955,418
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
47,771
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
47,771
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
864
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
864
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,907
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
46,907
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
46,907
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, line 26, column (d) ..........
1a
51,915
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
51,915
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 46,907
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 53,701
b From 2021...... 21,071
c From 2022...... 49,302
d From 2023...... 27,889
e From 2024...... 17,858
f Total of lines 3a through e ........ 169,821
4Qualifying distributions for 2025 from Part
XI, line 4: $ 51,915
a Applied to 2024, 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 2025 distributable amount..... 46,907
e Remaining amount distributed out of corpus 5,008
5 Excess distributions carryover applied to 2025. 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 5 174,829
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		53,701
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		121,128
10 Analysis of line 9:
a Excess from 2021 .... 21,071
b Excess from 2022 .... 49,302
c Excess from 2023 .... 27,889
d Excess from 2024 .... 17,858
e Excess from 2025 .... 5,008
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

BROOKLYN MUESUM

200 EASTERN PKWY
BROOKLYN,NY11238 		NONE   ACHIEVE CHARITABLE PURPOSE 10,000

CASTA MARIA

324 E 149TH ST
BRONX,NY10451 		NONE   ACHIEVE CHARITABLE PURPOSE 12,500

SAINT ANN'S SCHOOL

129 PIERREPONT STREET
BROOKLYN HEIGHTS,NY11201 		NONE   ACHIEVE CHARITABLE PURPOSE 20,000

THE METROPOLITAN OPERA

70 LINCOLN CENTER PLAZA 6TH FLOOR
NEW YORK,NY10023 		NONE   ACHIEVE CHARITABLE PURPOSE 3,750
Total ................................. 3a 46,250
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 17,418  
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 52,409  
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 69,827 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
69,827
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE BILL BERNBACH FOUNDATION
EIN:
23-7060333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,565 0   5,565

TY 2025 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 3,633
ABBOTT LABS 2,021 2,381
ABBVIE INC COM 2,983 4,570
ACCENTURE PLC IRELAND 3,482 2,951
ALPHABET INC CAP STK CL C 491 24,163
ALPHABET INC CAP STK CL C 3,565 7,845
AMAZON COM INC 689 4,386
AMAZON COM INC 8,669 12,233
AMETEK INC 633 1,642
AMGEN INC COM 5,211 5,892
AON PLC REGISTERED SHS CL A 196 1,412
AON PLC REGISTERED SHS CL A 707 706
APPLE INC COM 207 16,583
APPLE INC COM 696 816
APPLIED MATLS INC COM 939 1,285
ARAMARK COM 3,246 3,575
ASTRAZENECA PLC 801 2,666
ATI INC COM 2,531 4,705
ATLASSIAN CORP CL A 1,486 1,459
ATMOS ENERGY CORP COM 3,389 4,023
BROADCOM INC COM 379 40,840
BURLINGTON STORES INC COM 849 2,022
CAPITAL ONE FINL CORP COM 1,176 1,939
CARRIER GLOBAL CORP COM 833 951
CENTERPOINT ENERGY INC COM 1,228 2,185
CHIPOTLE MEXICAN GRILL INC COM 373 1,443
CHURCH & DWIGHT INC COM 2,443 2,264
CONOCOPHILLIPS COM 1,144 2,527
CONOCOPHILLIPS COM 961 2,621
CONSTELLATION ENERGY CORP COM 3,410 15,897
DANAHER CORP 234 2,976
DANAHER CORP 2,043 2,289
ENTERGY CORP NEW COM 1,906 3,420
EQUIFAX INC COM 1,958 1,736
EXXON MOBIL CORP COM 193 241
GALLAGHER ARTHUR J & CO 1,236 3,364
GE VERNOVA INC COM 2,946 7,843
GENERAL ELEC CO COM 7,747 17,250
HEICO CORP NEW CL A 416 1,010
HEICO CORP NEW COM 1,459 2,265
HENRY JACK & ASSOC INC COM 371 2,007
HILTON WORLDWIDE HLDGS INC COM 1,122 2,585
HOME DEPOT INC COM 1,909 1,721
HUMANA INC COM 1,547 1,537
INGERSOLL RAND INC COM 2,121 1,981
JP MORGAN CHASE & CO COM 1,237 11,278
JPMORGAN CHASE & CO COM 312 322
KKR & CO INC COM 1,988 3,187
KLA CORP COM 5,522 14,581
LILLY ELI & CO COM 604 7,523
LILLY ELI & CO COM 1,691 2,149
LINDE PLC SH ISIN 1,308 3,411
LINDE PLC SH ISIN 3,849 5,543
MARRIOTT INTL INC 1,635 2,482
MARSH & MCLENNAN COS INC COM 1,616 11,873
META PLATFORMS INC CL A 8,370 13,862
MICRON TECHNOLOGY INC COM 2,700 9,419
MICROSOFT CORP COM 1,682 34,337
MONDELEZ INTL INC CL A 464 700
MONDELEZ INTL INC CL A 6,882 5,814
MORGAN STANLEY COM 1,380 2,840
NETFLIX INC COM 922 938
NORTHROP GRUMMAN CORP COM 1,336 3,991
NORTHROP GRUMMAN CORP COM 977 1,140
NVIDIA CORP COM 2,105 4,103
PAYCHEX INC COM 2,930 2,356
PHILIP MORRIS INTL INC COM 2,150 7,218
PHILIP MORRIS INTL INC COM 2,657 3,368
PNC FNL SVCS 3,873 4,801
PROGRESSIVE CORP 1,580 2,733
QIAGEN NV REGISTERED SHS ISIN#NLOO15002CX3 232 228
ROBLOX CORP COM CL A 1,439 1,296
ROLLS ROYCE HLDGS PLC SPONS ADR ISIN U51151812061 224 267
ROYAL CARIBBEAN GROUUP 3,126 5,857
RTX CORP COM 2,450 6,052
S&P GLOBAL INC COM 2,712 3,136
SAFRAN S A ADR 1,493 2,786
SALESFORCE INC COM 5,129 6,093
SEMPRA COM 990 1,059
SEMPRA ENERGY COM 1,261 2,560
SERVICENOW INC COM 2,834 4,596
SHERWIN WILLIAMS 539 1,944
SHOPIFY INC CL A ISLN#CA82509L1076 2,320 3,702
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 3,600 5,470
TJX COS INC 3,326 4,147
T-MOBILE US INC COM 242 203
TOAST INC CL A 880 1,491
TRACTOR SUPPLY CO COM 3,305 3,751
TRANSDIGM GROUP INC COM 692 6,649
TRANSDIGM GROUP INC COM 1,399 1,330
TRUIST FINL CORP COM 2,326 2,854
UNITED RENTALS INC COM 5,590 4,856
UNITEDHEALTH GROUP INC 2,282 2,311
UNITEDHEALTH GROUP INC 281 3,301
VERTEX PHARMACEUTICALS INC COM 4,022 4,080
VISA INC COM CL A 546 13,678
WASTE CONNECTIONS INC COM 1,485 5,971
WASTE CONNECTIONS INC COM 1,050 1,054
WELLTOWER INC COM 3,599 5,011
YUM BRANDS INC COM 102 303

TY 2025 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 35,454 35,428
AMERICAN INTERMEDIATE BOND FND OF AMERICA AT COST 238,266 223,935

TY 2025 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) 7,190 7,190   0
OTHER EXPENSES 212 0   0


TY 2025 TaxesSchedule
Name:
THE BILL BERNBACH FOUNDATION
EIN:
23-7060333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 28 28   0
FEDERAL TAX 1,724 0   0