KUPFERBERG FOUNDATION INCORPORATED: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KUPFERBERG FOUNDATION INCORPORATED (EIN 11-6008915)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349105848
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T17:55:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116008915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kupferberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KUPF | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | martin kupferberg | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,599,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,615 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,615 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $582,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,731,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $642,896 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,056 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,225 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $840,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $898,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $135,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,689 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,547 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,427 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $188,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $665,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $665,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $853,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $712,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $766,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $515,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $196,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $196,461 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $141,647 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $164,374 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $164,834 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,855,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,107,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,868,059 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $928,777 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $934,847 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $916,134 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $427,814 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $453,593 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $453,593 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,869,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,856,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,599,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,869,296 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,856,362 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,869,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,856,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,869,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,856,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,869,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,934 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,856,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,856,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,278,256 | $1,723,696 | $554,560 | $554,560 | |||
| Passthrough K1 Capital Gain/(Loss) | $36,855 | ||||||
| VAN BIEMA GLOBAL VALUE FUND, L.P | $453,593 | $402,112 | $51,481 | $51,481 | P | 2019-07-31 | 2023-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $642,896 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,654 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,654 | SubtotalAmt |
| Tax Based On Investment Income | $10,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,375 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,875 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $779 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mark Kupferberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Martin Kupferberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Pres | 1.0 | $0 | $0 | $0 |
| Saul Kupferberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Seth Kupferberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuberger Berman | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $119,689 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,978,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $506,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $454,836 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,939,959 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,939,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,730,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $686,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $686,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,654 | TotalTaxAmt |
| Distributable Before Adj | $675,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $675,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $675,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $712,427 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $712,427 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $675,889 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $34,655 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,759 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $68,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $712,427 | QualifyingDistributionsAmt |
| Applied To Current Year | $675,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,538 | RemainingDistriFromCorpusAmt |
| Total Corpus | $104,952 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $104,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $34,655 | ExcessFromYear3Amt |
| Excess From Year2 | $33,759 | ExcessFromYear2Amt |
| Excess From Current Year | $36,538 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | To support the NY/NJ chapters | $15,000 |
| BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL | |||||||
| 65-30 KISSENA BLVD SU 206 | FLUSHING | NY | 11367 | N/A | PC | General & Unrestricted | $5,000 |
| CALVARY HOSPITAL INC | |||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 6925 OAKLAND MILLS RD701 | COLUMBIA | MD | 21045 | N/A | PC | General & Unrestricted | $10,000 |
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||
| 3456 107TH ST | CORONA | NY | 11368 | N/A | PC | Charitable Event | $10,000 |
| MATAN INC | |||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH ST | CORONA | NY | 11368 | N/A | PC | support of the Gala, the President's & Vice-Chair Council, and for the KEPCO Corporate Partnership | $78,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH ST | CORONA | NY | 11368 | N/A | PC | Campaign for Tomorrow | $75,000 |
| NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION | |||||||
| 480 OLD WESTBURY RD | ROSLYN HTS | NY | 11577 | N/A | PC | General & Unrestricted | $25,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | General & Unrestricted | $100,000 |
| PHILIPPINE BASKETBALL MINISTRY NY | |||||||
| 27 SHARON DR | CORAM | NY | 11727 | N/A | PC | General & Unrestricted | $5,000 |
| QUEENS BOTANICAL GARDEN SOCIETY INC | |||||||
| 4350 MAIN ST | FLUSHING | NY | 11355 | N/A | PC | Charitable Event | $5,000 |
| QUEENS BOTANICAL GARDEN SOCIETY INC | |||||||
| 4350 MAIN ST | FLUSHING | NY | 11355 | N/A | PC | General & Unrestricted | $10,000 |
| QUEENS COLLEGE FOUNDATION INC | |||||||
| 6530 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | To support the Physics Department and the Max and Selma Kupferberg Center for the Visual and Performing Arts to support the Colden Auditorium performances | $100,000 |
| QUEENS COLLEGE FOUNDATION INC | |||||||
| 6530 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | Charitable Event | $25,000 |
| QUEENS MUSEUM OF ART NEW YORK CITY BUILDING | |||||||
| NYC BLDG FLUSHING MEADOW CORONA PAR | QUEENS | NY | 11368 | N/A | PC | General & Unrestricted | $50,000 |
| QUEENS THEATRE IN THE PARK INC | |||||||
| 14 UNITED NATIONS AVE S | CORONA | NY | 11368 | N/A | PC | Charitable Event | $15,000 |
| QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | |||||||
| 222-05 56TH AVE A-406 | BAYSIDE | NY | 11364 | N/A | PC | Harriet & Kenneth Kupferberg Holocaust Center permanent endowment | $40,000 |
| SAMUEL FIELD YM & YWHA INC | |||||||
| 5820 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | N/A | PC | General & Unrestricted | $15,000 |
| SID JACOBSON JEWISH COMMUNITY CENTER INC | |||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | PC | to support individuals diagnosed with Alzheimer's, dementia, Parkinson's, or another degenerative illness. | $10,000 |
| SID JACOBSON JEWISH COMMUNITY CENTER INC | |||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | PC | to support individuals diagnosed with Alzheimer's, dementia, Parkinson's, or another degenerative illness | $10,000 |
| SOLOMON SCHECHTER SCHOOL OF MANHATTAN | |||||||
| 805 COLUMBUS AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $40,000 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 107 EAST 70TH ST 5TH FLOOR | NEW YORK | NY | 10021 | N/A | SO III FI | General & Unrestricted | $3,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $665,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,615 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14,912 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $597,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,557 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$18,469 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $859,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $840,838 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin Kupferberg | PersonNm |
| Short Explanation | * MARTIN KUPFERBERG, TRUSTEE/PRESIDENT OF THE KUPFERBERG FOUNDATION (THE "FOUNDATION"), IS PRESIDENT OF KEPCO, INC., A DISQUALIFIED PERSON WHICH PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $16,000 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. THE FOUNDATION BILLED AT OR BELOW THE MARKET RATE. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $597,856 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(14,912) TOTAL PART I, LINE 6A: $582,944 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $2,278,256 BOOK BASIS: $1,723,512 NET GAIN/(LOSS): $554,744 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $36,855 VAN BIEMA GLOBAL VALUE FUND, L.P GROSS SALES PRICE: $453,593 BOOK BASIS: $447,336 NET GAIN/(LOSS): $6,257 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS - 1 | $10,441 | $9,456 |
| AMAZON - 4.550% - 12/01/2027 | $10,012 | $10,161 |
| AMERICAN HONDA FIN CORP MTN - | $24,946 | $24,366 |
| AMERICAN TOWER CORP - 2.400% - | $25,320 | $24,153 |
| AMGEN INC - 5.250% - 03/02/202 | $24,928 | $25,055 |
| BANK AMER CORP - 3.500% - 04/1 | $9,563 | $9,735 |
| BECTON DICKINSON - 3.363% - 06 | $24,486 | $24,759 |
| BIOGEN - 4.050% - 09/15/2025 | $24,535 | $24,598 |
| BOSTON SCIENTIFIC CORP - 1.900 | $24,988 | $23,924 |
| CADENCE DESIGN SYSTEM INC NOTE | $19,729 | $19,818 |
| CROWN CASTLE INTL CORP NOTE CA | $24,922 | $22,564 |
| DEERE JOHN CAPITAL CORP MTN - | $24,982 | $24,948 |
| DUKE ENERGY - 0.900% - 09/15/2 | $24,834 | $23,326 |
| EQUINIX INC - 1.000% - 09/15/2 | $25,069 | $23,324 |
| FED HOME LOAN - 5.550% - 12/06 | $24,994 | $25,000 |
| FIDELITY NATL INFORMATION SVCS | $24,876 | $24,781 |
| FL PWR - 4.450% - 05/15/2026 | $14,729 | $15,018 |
| HONEYWELL INTL INC NOTE - 2.50 | $14,060 | $14,283 |
| JOHN DEERE CAPITAL CORP - 2.65 | $10,160 | $9,871 |
| JPMORGAN CHASE & CO NOTE CALL | $25,000 | $22,985 |
| JPMORGAN CHASE & CO PERP-R NT | $74,999 | $75,657 |
| JPMORGAN CHASE AND CO. PERPETU | $14,334 | $14,725 |
| MCCORMICK &CO INC NOTE CALL MA | $24,636 | $23,023 |
| MCDONALDS CORP - 1.450% - 09/0 | $10,358 | $9,466 |
| MCKESSON CORP - 5.250% - 02/15 | $24,836 | $25,001 |
| META PLATFORMS INC - 4.600% - | $14,708 | $15,233 |
| MONDELEZ INTERNATIONAL INC - 1 | $15,297 | $14,302 |
| NEXTERA ENERGY CAP HLDGS INC B | $24,694 | $24,846 |
| ORACLE CORP NOTE CALL MAKE WHO | $24,988 | $23,332 |
| PAYPAL HLDGS INC - 2.400% - 10 | $25,090 | $24,468 |
| PEPSICO INC - 5.125% - 11/10/2 | $15,413 | $15,317 |
| PERKINELMER INC NOTE - 0.850% | $25,015 | $24,133 |
| PUBLIC SERVICE ENTERPRISE GROU | $24,795 | $23,369 |
| PUBLIC STORAGE NOTE CALL MAKE | $24,954 | $23,135 |
| SHERWIN WILLIAMS CO - 4.050% - | $24,689 | $24,775 |
| STRYKER CORP - 1.150% - 06/15/ | $14,960 | $14,184 |
| TARGET CORP - 1.950% - 01/15/2 | $13,576 | $14,004 |
| TELEDYNE TECHNOLOGIES INC - 0. | $19,769 | $19,770 |
| TEXTRON INC - 1.300% - 03/01/2 | $24,768 | $24,924 |
| THERMO FISHER - 5.000% - 01/31 | $15,333 | $15,397 |
| TOYOTA MOTOR CREDIT CORP - 5.2 | $15,093 | $15,545 |
| UNITED PARCEL SERVICES INC NOT | $14,937 | $14,684 |
| WALT DISNEY COMPANY - 1.750% - | $10,353 | $9,766 |
| WEC ENERGY GROUP INC - 5.000% | $24,678 | $24,953 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (120 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $11,110 | $20,881 |
| ADVANCED MICRO DEVICES INC | $26,907 | $51,446 |
| AIR PRODS & CHEM INC | $100,601 | $111,710 |
| ALPHABET INC CL A | $9,604 | $125,721 |
| ALPHABET INC CL C | $161,158 | $440,405 |
| AMAZON COM | $280,017 | $364,655 |
| AMERICAN ELECTRIC POWER INC | $17,576 | $22,660 |
| AMERICAN HOMES 4 RENT | $12,324 | $20,102 |
| AMERICAN TOWER REIT INC | $17,770 | $40,801 |
| AMETEK INC | $25,577 | $37,100 |
| ANALOG DEVICES INC | $78,817 | $145,942 |
| AON PLC CL A | $123,183 | $181,305 |
| APARTMENT INCOME REIT CORP | $8,969 | $8,613 |
| APOLLO GLOBAL MANAGEMENT, INC | $69,987 | $114,251 |
| APPLE INC | $110,072 | $562,957 |
| APTIV PLC | $38,816 | $41,810 |
| ASHLAND GLOBAL HOLDINGS | $27,467 | $27,401 |
| ASML HOLDING NV NY REG SHS | $84,356 | $196,799 |
| ASTRAZENECA | $20,260 | $23,573 |
| AUTOMATIC DATA PROCESSING INC | $79,691 | $81,540 |
| BANK OF AMERICA CORP | $26,153 | $33,670 |
| BERKSHIRE HATHAWAY INC. CLASS | $123,546 | $306,728 |
| BEST BUY INC | $24,337 | $23,327 |
| BOSTON PPTYS INC | $8,097 | $6,175 |
| BOSTON SCIENTIFIC | $90,149 | $117,065 |
| CARMAX INC | $71,951 | $57,555 |
| CHESAPEAKE ENERGY CORPORATION | $90,834 | $88,481 |
| CHEVRON CORP | $32,420 | $29,832 |
| CISCO SYSTEMS INC | $28,067 | $32,787 |
| COMCAST CORP | $38,858 | $46,130 |
| CONSTELLATION BRANDS INC | $96,688 | $96,700 |
| COOPER COMPANIES INC | $41,605 | $43,521 |
| COSTCO WHOLESALE CORPORATION | $85,784 | $174,921 |
| CRH PLC | $88,400 | $127,946 |
| CROWN CASTLE INTL | $19,438 | $21,886 |
| CSX CORP | $29,830 | $125,644 |
| D R HORTON | $32,823 | $189,367 |
| DANAHER CORP | $34,218 | $40,485 |
| EATON CORP PLC | $70,251 | $180,615 |
| ELEVANCE HEALTH INC | $68,372 | $221,633 |
| ELI LILLY & CO | $111,436 | $268,726 |
| EMERSON ELECTRIC CO | $82,392 | $97,330 |
| EOG RESOURCES INC | $31,768 | $54,065 |
| EQT CORPORATION | $64,154 | $73,454 |
| EQUINIX, INC | $16,044 | $26,578 |
| EQUITY LIFESTYLE PRP | $9,773 | $21,797 |
| EQUITY RESIDENTIAL PPTYS TR | $13,289 | $15,535 |
| ESSEX PRTY TR INC | $13,048 | $14,133 |
| EXTRA SPACE STORAGE | $14,662 | $13,468 |
| FISERV, INC | $24,224 | $29,889 |
| FREEPORT-MCMORAN COPPER & GOLD | $84,906 | $93,654 |
| GLOBE LIFE INC | $17,912 | $24,587 |
| GOLDMAN SACHS GROUP | $89,709 | $197,128 |
| HOME DEPOT INC | $150,130 | $265,457 |
| HONEYWELL INTL | $28,473 | $146,797 |
| ICU MEDICAL, INC | $39,946 | $24,935 |
| INVITATION HOMES INC. | $3,372 | $3,820 |
| IRON MOUNTAIN | $11,547 | $15,256 |
| ISHARES GOLD TR | $97,336 | $113,187 |
| JACOBS SOLUTIONS INC | $18,023 | $34,397 |
| JOHNSON & JOHNSON | $27,011 | $27,430 |
| JP MORGAN CHASE | $140,675 | $346,324 |
| JP MORGAN SHORT DURATION BOND | $128,586 | $124,739 |
| JP MORGAN STRATEGIC INCOME OPP | $72,667 | $72,142 |
| JPMORGAN GLOBAL BOND OPPORTUNI | $221,840 | $209,406 |
| JPMORGAN INCOME BUILDER-SEL | $99,836 | $96,700 |
| KEYSIGHT TECHNOLOGIES INC | $17,096 | $19,886 |
| KIMCO RLTY CORP | $14,445 | $15,343 |
| LEIDOS HOLDINGS INC | $19,487 | $34,745 |
| LENNAR CORP | $83,788 | $294,801 |
| LINDE PLC COM | $14,561 | $20,536 |
| MARSH AND MCLENNAN COMPANIES I | $99,478 | $123,156 |
| MCDONALD'S CORP | $86,676 | $137,877 |
| MERCK & CO INC | $65,631 | $76,314 |
| MICROSOFT CORP | $123,073 | $915,280 |
| MONDELEZ INTERNATIONAL INC | $32,823 | $40,199 |
| MOTOROLA SOLUTIONS INC | $92,501 | $232,000 |
| NBCT | $85,759 | $87,384 |
| NEW YORK COMNTY BANCORP INC | $103,666 | $336,741 |
| NEXTERA ENERGY, INC | $103,378 | $103,319 |
| NIKE INC-CL B | $8,771 | $10,857 |
| NORTHROP GRUMMAN CORP | $62,922 | $93,628 |
| NVIDIA CORP | $167,570 | $414,498 |
| OCCIDENTAL PETROLEUM CORP | $47,113 | $208,985 |
| OCCIDENTAL PETROLEUM CORP WARR | $21,879 | |
| ORACLE CORP | $48,795 | $154,033 |
| PG & E CORP | $25,646 | $39,414 |
| PIONEER NAT RES CO | $151,814 | $173,382 |
| PROCTER GAMBLE CO | $88,764 | $102,578 |
| PROGRESSIVE CORP OHIO | $30,748 | $40,457 |
| PROLOGIS | $65,039 | $89,044 |
| PUBLIC STORAGE INC | $10,360 | $24,095 |
| QUALCOMM INC | $129,040 | $130,022 |
| QUANTA SVCS INC | $9,519 | $47,260 |
| RAYTHEON TECHNOLOGIES CORP | $61,534 | $63,105 |
| REALTY INCOME CORP | $18,024 | $15,676 |
| REXFORD INDUSTRIAL REALTY INC | $7,001 | $12,679 |
| ROCHE HOLDING LTD ADR | $87,123 | $79,706 |
| SBA COMMUNICATIONS CORP | $8,520 | $6,596 |
| SIMON PPTY GROUP INC | $11,281 | $15,405 |
| SUNCOR ENERGY INC | $67,161 | $81,702 |
| T-MOBILE US INC | $94,625 | $197,527 |
| TELEDYNE TECH INC | $61,098 | $63,819 |
| THE BLACKSTONE GROUP INC CL A | $94,463 | $227,408 |
| THE COCA-COLA CO | $27,494 | $30,938 |
| THERMO FISHER SCIENTIFIC INC | $129,031 | $165,076 |
| TJX COMPANIES INC | $34,599 | $49,063 |
| UBER | $48,693 | $67,727 |
| UNION PACIFIC | $119,544 | $236,532 |
| UNITEDHEALTH GROUP INC | $56,704 | $131,618 |
| URBAN EDGE PROPERTIES | $6,788 | $7,320 |
| VENTAS INC | $15,204 | $12,111 |
| VERTEX PHARMCTLS INC | $52,459 | $61,034 |
| VICI PROPERTIES INC | $12,551 | $13,007 |
| VISA INC | $66,343 | $81,490 |
| WAL-MART STORES INC | $43,060 | $94,590 |
| WALT DISNEY HOLDINGS CO | $99,932 | $67,718 |
| WELLS FARGO & CO | $52,540 | $76,291 |
| WELLTOWER INC. | $16,644 | $19,206 |
| WEYERHAEUSER CO | $7,366 | $7,928 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $164,374 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $164,834 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VAN BIEMA MASTERS FUND, LP - S | CategoryOrItemTxt |
| Book Value | $453,593 | BookValueAmt |
| EOYFMV | $453,593 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,593 | $30,593 | |
| Bank Charges | $77 | $77 | |
| K-1 Exp VAN BIEMA GLOBAL VALUE | $12,477 | $12,470 | |
| Postage/Delivery Service | $84 | $84 | |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, L.P | Desc |
| Revenue And Expenses Per Books | $10,056 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,225 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $16,000 | $16,000 | |
| Investment Management Services | $119,689 | $119,689 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $8,100 | |
| 990-T Extension for 2022 | $500 | |
| Foreign Tax Paid | $252 | $252 |
| STATE INCOME TAX 2022 | $250 |