2024-11-14T17:55:08-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 116008915 The Kupferberg Foundation % Foundation Source KUPF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 martin kupferberg president 8008391754 2024-11-12 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 14599081 X 0 X 7615 7615 240223 240223 582944 2731849 642896 10056 8225 840838 898959 0 135689 119689 16000 9102 252 43981 12547 31427 188772 132488 47427 665000 665000 853772 132488 712427 -12934 766471 515582 196461 196461 141647 164374 164834 6855476 7107087 12868059 928777 934847 916134 427814 453593 453593 8869296 8856362 14599081 0 0 X 8869296 8856362 8869296 8856362 8869296 8856362 8869296 -12934 8856362 8856362 Publicly-traded Securities 2278256 1723696 554560 554560 Passthrough K1 Capital Gain/(Loss) 36855 VAN BIEMA GLOBAL VALUE FUND, L.P P 2019-07-31 2023-12-31 453593 402112 51481 51481 642896 10654 10654 10654 9375 0 500 9875 X 0 779 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false true true false false false false false false false false false false false false false false false false false 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 Neuberger Berman 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 Investment Mgmt 119689 12978575 506548 454836 13939959 0 13939959 209099 13730860 686543 686543 10654 10654 675889 675889 675889 712427 0 0 0 0 712427 675889 34655 33759 68414 712427 675889 36538 104952 0 104952 34655 33759 36538 NONE X AMERICAN DIABETES ASSOCIATION INC PO BOX 7023 MERRIFIELD VA 22116 N/A PC General & Unrestricted 1000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC To support the NY/NJ chapters 15000 BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL 65-30 KISSENA BLVD SU 206 FLUSHING NY 11367 N/A PC General & Unrestricted 5000 CALVARY HOSPITAL INC 1740 EASTCHESTER RD BRONX NY 10461 N/A PC General & Unrestricted 5000 FOUNDATION FIGHTING BLINDNESS INC 6925 OAKLAND MILLS RD701 COLUMBIA MD 21045 N/A PC General & Unrestricted 10000 LOUIS ARMSTRONG HOUSE MUSEUM 3456 107TH ST CORONA NY 11368 N/A PC Charitable Event 10000 MATAN INC 520 8TH AVENUE 4TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 10000 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 78000 NEW YORK HALL OF SCIENCE 47-01 111TH ST CORONA NY 11368 N/A PC Campaign for Tomorrow 75000 NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION 480 OLD WESTBURY RD ROSLYN HTS NY 11577 N/A PC General & Unrestricted 25000 NORTHWELL HEALTH FOUNDATION 2000 MARCUS AVE 2ND FL NEW HYDE PARK NY 11042 N/A PC General & Unrestricted 100000 PHILIPPINE BASKETBALL MINISTRY NY 27 SHARON DR CORAM NY 11727 N/A PC General & Unrestricted 5000 QUEENS BOTANICAL GARDEN SOCIETY INC 4350 MAIN ST FLUSHING NY 11355 N/A PC Charitable Event 5000 QUEENS BOTANICAL GARDEN SOCIETY INC 4350 MAIN ST FLUSHING NY 11355 N/A PC General & Unrestricted 10000 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 100000 QUEENS COLLEGE FOUNDATION INC 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC Charitable Event 25000 QUEENS MUSEUM OF ART NEW YORK CITY BUILDING NYC BLDG FLUSHING MEADOW CORONA PAR QUEENS NY 11368 N/A PC General & Unrestricted 50000 QUEENS THEATRE IN THE PARK INC 14 UNITED NATIONS AVE S CORONA NY 11368 N/A PC Charitable Event 15000 QUEENSBOROUGH COMMUNITY COLLEGE FUND INC 222-05 56TH AVE A-406 BAYSIDE NY 11364 N/A PC Harriet & Kenneth Kupferberg Holocaust Center permanent endowment 40000 SAMUEL FIELD YM & YWHA INC 5820 LITTLE NECK PKWY LITTLE NECK NY 11362 N/A PC General & Unrestricted 15000 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. 10000 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 10000 SOLOMON SCHECHTER SCHOOL OF MANHATTAN 805 COLUMBUS AVE NEW YORK NY 10025 N/A PC General & Unrestricted 40000 VISITING NURSE SERVICE OF NEW YORK 107 EAST 70TH ST 5TH FLOOR NEW YORK NY 10021 N/A SO III FI General & Unrestricted 3000 WNET 825 8TH AVENUE NEW YORK NY 10019 N/A PC General & Unrestricted 3000 665000 14 7615 14 240223 525990 -14912 18 597856 K-1 Inc/Loss 525990 -3557 14 13613 -18469 859307 840838 false false false false false false false false false false Martin Kupferberg * 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. PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) 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 AIR PRODUCTS AND CHEMICALS - 1 10441 9456 AMAZON - 4.550% - 12/01/2027 10012 10161 AMERICAN HONDA FIN CORP MTN - 24946 24366 AMERICAN TOWER CORP - 2.400% - 25320 24153 AMGEN INC - 5.250% - 03/02/202 24928 25055 BANK AMER CORP - 3.500% - 04/1 9563 9735 BECTON DICKINSON - 3.363% - 06 24486 24759 BIOGEN - 4.050% - 09/15/2025 24535 24598 BOSTON SCIENTIFIC CORP - 1.900 24988 23924 CADENCE DESIGN SYSTEM INC NOTE 19729 19818 CROWN CASTLE INTL CORP NOTE CA 24922 22564 DEERE JOHN CAPITAL CORP MTN - 24982 24948 DUKE ENERGY - 0.900% - 09/15/2 24834 23326 EQUINIX INC - 1.000% - 09/15/2 25069 23324 FED HOME LOAN - 5.550% - 12/06 24994 25000 FIDELITY NATL INFORMATION SVCS 24876 24781 FL PWR - 4.450% - 05/15/2026 14729 15018 HONEYWELL INTL INC NOTE - 2.50 14060 14283 JOHN DEERE CAPITAL CORP - 2.65 10160 9871 JPMORGAN CHASE & CO NOTE CALL 25000 22985 JPMORGAN CHASE & CO PERP-R NT 74999 75657 JPMORGAN CHASE AND CO. PERPETU 14334 14725 MCCORMICK &CO INC NOTE CALL MA 24636 23023 MCDONALDS CORP - 1.450% - 09/0 10358 9466 MCKESSON CORP - 5.250% - 02/15 24836 25001 META PLATFORMS INC - 4.600% - 14708 15233 MONDELEZ INTERNATIONAL INC - 1 15297 14302 NEXTERA ENERGY CAP HLDGS INC B 24694 24846 ORACLE CORP NOTE CALL MAKE WHO 24988 23332 PAYPAL HLDGS INC - 2.400% - 10 25090 24468 PEPSICO INC - 5.125% - 11/10/2 15413 15317 PERKINELMER INC NOTE - 0.850% 25015 24133 PUBLIC SERVICE ENTERPRISE GROU 24795 23369 PUBLIC STORAGE NOTE CALL MAKE 24954 23135 SHERWIN WILLIAMS CO - 4.050% - 24689 24775 STRYKER CORP - 1.150% - 06/15/ 14960 14184 TARGET CORP - 1.950% - 01/15/2 13576 14004 TELEDYNE TECHNOLOGIES INC - 0. 19769 19770 TEXTRON INC - 1.300% - 03/01/2 24768 24924 THERMO FISHER - 5.000% - 01/31 15333 15397 TOYOTA MOTOR CREDIT CORP - 5.2 15093 15545 UNITED PARCEL SERVICES INC NOT 14937 14684 WALT DISNEY COMPANY - 1.750% - 10353 9766 WEC ENERGY GROUP INC - 5.000% 24678 24953 ADOBE SYSTEMS, INC 11110 20881 ADVANCED MICRO DEVICES INC 26907 51446 AIR PRODS & CHEM INC 100601 111710 ALPHABET INC CL A 9604 125721 ALPHABET INC CL C 161158 440405 AMAZON COM 280017 364655 AMERICAN ELECTRIC POWER INC 17576 22660 AMERICAN HOMES 4 RENT 12324 20102 AMERICAN TOWER REIT INC 17770 40801 AMETEK INC 25577 37100 ANALOG DEVICES INC 78817 145942 AON PLC CL A 123183 181305 APARTMENT INCOME REIT CORP 8969 8613 APOLLO GLOBAL MANAGEMENT, INC 69987 114251 APPLE INC 110072 562957 APTIV PLC 38816 41810 ASHLAND GLOBAL HOLDINGS 27467 27401 ASML HOLDING NV NY REG SHS 84356 196799 ASTRAZENECA 20260 23573 AUTOMATIC DATA PROCESSING INC 79691 81540 BANK OF AMERICA CORP 26153 33670 BERKSHIRE HATHAWAY INC. CLASS 123546 306728 BEST BUY INC 24337 23327 BOSTON PPTYS INC 8097 6175 BOSTON SCIENTIFIC 90149 117065 CARMAX INC 71951 57555 CHESAPEAKE ENERGY CORPORATION 90834 88481 CHEVRON CORP 32420 29832 CISCO SYSTEMS INC 28067 32787 COMCAST CORP 38858 46130 CONSTELLATION BRANDS INC 96688 96700 COOPER COMPANIES INC 41605 43521 COSTCO WHOLESALE CORPORATION 85784 174921 CRH PLC 88400 127946 CROWN CASTLE INTL 19438 21886 CSX CORP 29830 125644 D R HORTON 32823 189367 DANAHER CORP 34218 40485 EATON CORP PLC 70251 180615 ELEVANCE HEALTH INC 68372 221633 ELI LILLY & CO 111436 268726 EMERSON ELECTRIC CO 82392 97330 EOG RESOURCES INC 31768 54065 EQT CORPORATION 64154 73454 EQUINIX, INC 16044 26578 EQUITY LIFESTYLE PRP 9773 21797 EQUITY RESIDENTIAL PPTYS TR 13289 15535 ESSEX PRTY TR INC 13048 14133 EXTRA SPACE STORAGE 14662 13468 FISERV, INC 24224 29889 FREEPORT-MCMORAN COPPER & GOLD 84906 93654 GLOBE LIFE INC 17912 24587 GOLDMAN SACHS GROUP 89709 197128 HOME DEPOT INC 150130 265457 HONEYWELL INTL 28473 146797 ICU MEDICAL, INC 39946 24935 INVITATION HOMES INC. 3372 3820 IRON MOUNTAIN 11547 15256 ISHARES GOLD TR 97336 113187 JACOBS SOLUTIONS INC 18023 34397 JOHNSON & JOHNSON 27011 27430 JP MORGAN CHASE 140675 346324 JP MORGAN SHORT DURATION BOND 128586 124739 JP MORGAN STRATEGIC INCOME OPP 72667 72142 JPMORGAN GLOBAL BOND OPPORTUNI 221840 209406 JPMORGAN INCOME BUILDER-SEL 99836 96700 KEYSIGHT TECHNOLOGIES INC 17096 19886 KIMCO RLTY CORP 14445 15343 LEIDOS HOLDINGS INC 19487 34745 LENNAR CORP 83788 294801 LINDE PLC COM 14561 20536 MARSH AND MCLENNAN COMPANIES I 99478 123156 MCDONALD'S CORP 86676 137877 MERCK & CO INC 65631 76314 MICROSOFT CORP 123073 915280 MONDELEZ INTERNATIONAL INC 32823 40199 MOTOROLA SOLUTIONS INC 92501 232000 NBCT 85759 87384 NEW YORK COMNTY BANCORP INC 103666 336741 NEXTERA ENERGY, INC 103378 103319 NIKE INC-CL B 8771 10857 NORTHROP GRUMMAN CORP 62922 93628 NVIDIA CORP 167570 414498 OCCIDENTAL PETROLEUM CORP 47113 208985 OCCIDENTAL PETROLEUM CORP WARR 21879 ORACLE CORP 48795 154033 PG & E CORP 25646 39414 PIONEER NAT RES CO 151814 173382 PROCTER GAMBLE CO 88764 102578 PROGRESSIVE CORP OHIO 30748 40457 PROLOGIS 65039 89044 PUBLIC STORAGE INC 10360 24095 QUALCOMM INC 129040 130022 QUANTA SVCS INC 9519 47260 RAYTHEON TECHNOLOGIES CORP 61534 63105 REALTY INCOME CORP 18024 15676 REXFORD INDUSTRIAL REALTY INC 7001 12679 ROCHE HOLDING LTD ADR 87123 79706 SBA COMMUNICATIONS CORP 8520 6596 SIMON PPTY GROUP INC 11281 15405 SUNCOR ENERGY INC 67161 81702 T-MOBILE US INC 94625 197527 TELEDYNE TECH INC 61098 63819 THE BLACKSTONE GROUP INC CL A 94463 227408 THE COCA-COLA CO 27494 30938 THERMO FISHER SCIENTIFIC INC 129031 165076 TJX COMPANIES INC 34599 49063 UBER 48693 67727 UNION PACIFIC 119544 236532 UNITEDHEALTH GROUP INC 56704 131618 URBAN EDGE PROPERTIES 6788 7320 VENTAS INC 15204 12111 VERTEX PHARMCTLS INC 52459 61034 VICI PROPERTIES INC 12551 13007 VISA INC 66343 81490 WAL-MART STORES INC 43060 94590 WALT DISNEY HOLDINGS CO 99932 67718 WELLS FARGO & CO 52540 76291 WELLTOWER INC. 16644 19206 WEYERHAEUSER CO 7366 7928 164374 164834 VAN BIEMA MASTERS FUND, LP - S 453593 453593 Administrative Fees 30593 30593 Bank Charges 77 77 K-1 Exp VAN BIEMA GLOBAL VALUE 12477 12470 Postage/Delivery Service 84 84 State or Local Filing Fees 750 750 K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, L.P 10056 8225 Administration of Foundation 16000 16000 Investment Management Services 119689 119689 990-PF Estimated Tax for 2023 8100 990-T Extension for 2022 500 Foreign Tax Paid 252 252 STATE INCOME TAX 2022 250