KUPFERBERG FOUNDATION INCORPORATED: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KUPFERBERG FOUNDATION INCORPORATED (EIN 11-6008915)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313209349100106
- Schema version
- 2022v5.0
- 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 | 2023-11-15T23:08:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | martin | PersonFirstNm |
| Person Last | kupferberg | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,760,243 | 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 | $3,264 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,264 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $393,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,035,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $393,910 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,420 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,609 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $655,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $650,450 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $98,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $456 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $39,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,141 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,423 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $599,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $599,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $748,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $646,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $558,384 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $353,053 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $515,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $515,582 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $85,250 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $141,647 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $139,974 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,141,674 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,855,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,822,651 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $976,614 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $928,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $880,420 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $405,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $427,814 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $401,616 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,961,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,869,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,760,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,961,816 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,869,296 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,961,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,869,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,961,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,869,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,961,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,520 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,869,296 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,869,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $3,035,564 | $2,663,833 | $371,731 | $371,731 |
| Passthrough K1 Capital Gain/(Loss) | $22,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $393,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,762 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,762 | SubtotalAmt |
| Tax Based On Investment Income | $7,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,037 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,037 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,275 | OverpaymentAmt |
| Applied To ES Tax | $1,275 | AppliedToESTaxAmt |
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 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $82,469 | 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 | $12,569,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $668,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $401,616 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,639,871 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,639,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,435,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $671,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $671,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,762 | TotalTaxAmt |
| Distributable Before Adj | $664,002 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $664,002 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $664,002 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $646,223 | 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 | $646,223 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $664,002 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $52,434 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,759 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,193 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $646,223 | QualifyingDistributionsAmt |
| Applied To Current Year | $646,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,779 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,779 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,414 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $68,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $34,655 | ExcessFromYear2Amt |
| Excess From Year1 | $33,759 | ExcessFromYear1Amt |
| 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 |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | for the NY/NJ | $15,000 |
| BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL | |||||||
| 6530 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | General & Unrestricted | $1,800 |
| 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 |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK INC | |||||||
| 225 W 34TH ST STE 1607 | NEW YORK | NY | 10122 | N/A | PC | Study Mission to Israel led by CUNY Chancellor | $5,000 |
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||
| 3456 107TH ST | CORONA | NY | 11368 | N/A | PC | Charitable Event | $10,000 |
| MATAN INC | |||||||
| 520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| NASSAU COUNTY MUSEUM OF ART | |||||||
| 1 MUSEUM DR | ROSLYN HARBOR | NY | 11576 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH ST | CORONA | NY | 11368 | N/A | PC | Gala, President's & Vice-Chair Council, KEPCO Corporate Partnership | $78,000 |
| 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 |
| QUEENS BOTANICAL GARDEN SOCIETY INC | |||||||
| 4350 MAIN ST | FLUSHING | NY | 11355 | N/A | PC | General & Unrestricted | $10,000 |
| QUEENS BOTANICAL GARDEN SOCIETY INC | |||||||
| 4350 MAIN ST | FLUSHING | NY | 11355 | N/A | PC | Charitable Event | $5,000 |
| QUEENS COLLEGE FOUNDATION INC | |||||||
| 6530 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | Charitable Event | $25,000 |
| QUEENS COLLEGE FOUNDATION INC | |||||||
| 6530 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | Physics department and Support of the Colden Auditorium performances | $90,000 |
| 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 | $10,000 |
| QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | |||||||
| 222-05 56TH AVE SUITE A-406 | BAYSIDE | NY | 11364 | N/A | PC | Harriet & Kenneth Kupferberg Holocaust Center | $40,000 |
| SAMUEL FIELD YM & YWHA INC | |||||||
| 5820 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | N/A | PC | General & Unrestricted | $15,000 |
| SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC | |||||||
| 9114 MERRICK BLVD STE 3 | JAMAICA | NY | 11432 | N/A | PC | General & Unrestricted | $15,000 |
| SID JACOBSON JEWISH COMMUNITY CENTER INC | |||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | PC | Friendship Circle | $10,000 |
| SOLOMON SCHECHTER SCHOOL OF MANHATTAN | |||||||
| 805 COLUMBUS AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $40,000 |
| THE BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | N/A | PC | Ina Plotsky Kupferberg Memorial Award | $20,000 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 107 EAST 70TH ST 5TH FLOOR | NEW YORK | NY | 10021 | N/A | SO III FI | General & Unrestricted | $2,000 |
| 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 | $599,800 | 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 | $3,264 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,667 | 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 | -$504 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,095 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$2,959 | 14 | $13,008 |
| Federal Tax Refund | 01 | $8,151 | ||
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $220 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,463 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $659,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $655,942 | 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, 2022, 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 (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 6A | 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): $394,095 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(504) TOTAL PART I, LINE 6A: $393,591 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,035,564 BOOK BASIS: $2,663,648 NET GAIN/(LOSS): $371,916 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $22,179 |
| Form 990-PF | Form 990-PF | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS - 1 | $10,441 | $9,204 |
| AMAZON - 4.550% - 12/01/2027 | $10,012 | $9,986 |
| AMERICAN ELEC PWR - 0.000% - 1 | $25,000 | $24,885 |
| AMERICAN HONDA FIN CORP MTN - | $24,946 | $23,342 |
| AMERICAN TOWER CORP - 2.400% - | $25,321 | $23,524 |
| APPLE INC - 0.750% - 05/11/202 | $24,932 | $24,640 |
| ASTRAZENECA FINANCE LLC - 0.70 | $14,986 | $14,137 |
| BANK AMER CORP - 3.500% - 04/1 | $9,563 | $9,538 |
| BMW BK NORTH AMER - 0.300% - 0 | $34,894 | $34,050 |
| BOSTON SCIENTIFIC CORP - 1.900 | $24,988 | $23,335 |
| BOSTON SCIENTIFIC CORP - 3.450 | $10,188 | $9,813 |
| CADENCE DESIGN SYSTEM INC NOTE | $19,729 | $19,837 |
| CELGENE CORP - 2.750% - 02/15/ | $24,726 | $24,929 |
| CENTERPOINT ENERGY RES CORP NO | $25,000 | $24,820 |
| CROWN CASTLE INTL CORP NOTE CA | $24,922 | $21,600 |
| DEERE JOHN CAPITAL CORP MTN - | $24,982 | $23,903 |
| DUKE ENERGY - 0.900% - 09/15/2 | $24,834 | $22,338 |
| EQUINIX INC - 1.000% - 09/15/2 | $25,070 | $22,357 |
| FIDELITY NATL INFORMATION SVCS | $24,876 | $23,663 |
| FISERV INC NOTE - 3.800% - 10/ | $15,024 | $14,840 |
| ILLUMINA INC NOTE CALL MAKE WH | $24,995 | $24,744 |
| JOHN DEERE CAPITAL CORP - 2.65 | $10,160 | $9,695 |
| JPMORGAN CHASE & CO NOTE CALL | $25,000 | $21,747 |
| JPMORGAN CHASE & CO PERP-R NT | $74,999 | $73,357 |
| JPMORGAN CHASE AND CO. PERPETU | $14,334 | $13,724 |
| MCCORMICK &CO INC NOTE CALL MA | $24,636 | $21,898 |
| MCDONALDS CORP - 1.450% - 09/0 | $10,358 | $9,178 |
| MCDONALDS CORP - 3.350% - 04/0 | $24,739 | $24,906 |
| MONDELEZ INTERNATIONAL INC - 1 | $15,297 | $13,881 |
| ORACLE CORP NOTE - 2.400% - 09 | $14,961 | $14,695 |
| ORACLE CORP NOTE CALL MAKE WHO | $24,988 | $22,429 |
| PAYPAL HLDGS INC - 2.400% - 10 | $25,091 | $23,959 |
| PERKINELMER INC NOTE - 0.850% | $25,015 | $23,176 |
| PUBLIC SERVICE ENTERPRISE GROU | $24,795 | $22,405 |
| PUBLIC STORAGE NOTE CALL MAKE | $24,954 | $22,133 |
| STRYKER CORP - 1.150% - 06/15/ | $14,960 | $13,724 |
| STRYKER CORPORATION - 0.600% - | $24,978 | $24,011 |
| TELEDYNE TECHNOLOGIES INC - 0. | $19,769 | $18,894 |
| TOYOTA MTR CR CORP MTN - 0.500 | $10,035 | $9,730 |
| UNITED PARCEL SERVICES INC NOT | $14,937 | $14,368 |
| WALLGREENS BOOTS ALLIANCE INC | $19,991 | $19,248 |
| WALT DISNEY COMPANY - 1.750% - | $10,353 | $9,538 |
| WEC ENERGY GROUP INC NOTE CALL | $24,998 | $24,239 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (126 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $16,769 | $16,469 |
| ADOBE SYSTEMS, INC | $24,082 | $20,192 |
| ADVANCED MICRO DEVICES INC | $13,638 | $14,508 |
| AIR PRODS & CHEM INC | $56,495 | $79,223 |
| ALPHABET INC CL A | $9,604 | $79,407 |
| ALPHABET INC CL C | $176,600 | $326,526 |
| AMAZON COM | $204,560 | $148,680 |
| AMERICAN ELECTRIC POWER INC | $17,576 | $26,491 |
| AMERICAN HOMES 4 RENT | $7,091 | $14,226 |
| AMERICAN TOWER REIT INC | $16,234 | $43,431 |
| AMETEK INC | $27,740 | $34,930 |
| ANALOG DEVICES INC | $80,368 | $124,663 |
| AON PLC CL A | $123,183 | $186,987 |
| APOLLO GLOBAL MANAGEMENT, INC | $69,987 | $78,207 |
| APPLE INC | $112,856 | $389,009 |
| APPLIED MATERIALS INC | $10,129 | $12,173 |
| APTIV PLC | $21,663 | $22,817 |
| ASHLAND GLOBAL HOLDINGS | $18,702 | $26,883 |
| ASML HOLDING NV NY REG SHS | $19,229 | $106,548 |
| ASSURANT INC | $15,490 | $60,654 |
| ASTRAZENECA | $17,120 | $20,340 |
| BANK OF AMERICA CORP | $25,270 | $33,120 |
| BERKSHIRE HATHAWAY INC. CLASS | $147,756 | $327,434 |
| BEST BUY INC | $24,337 | $23,903 |
| BOSTON PPTYS INC | $9,845 | $7,231 |
| BOSTON SCIENTIFIC | $9,298 | $12,724 |
| BROOKFIELD CORP ORD SHS CL A | $6,708 | $15,415 |
| CARMAX INC | $71,951 | $45,668 |
| CHESAPEAKE ENERGY CORPORATION | $90,834 | $108,526 |
| CISCO SYSTEMS INC | $28,067 | $30,918 |
| COMCAST CORP | $38,858 | $36,788 |
| CONSTELLATION BRANDS INC | $96,688 | $92,700 |
| COOPER COMPANIES INC | $36,557 | $33,067 |
| COSTCO WHOLESALE CORPORATION | $96,924 | $136,950 |
| CROWN CASTLE INTL | $19,224 | $26,179 |
| CSX CORP | $34,571 | $130,116 |
| D R HORTON | $35,615 | $120,517 |
| DANAHER CORP | $26,763 | $33,178 |
| DIGITAL RLTY TR INC | $10,895 | $9,726 |
| EATON CORP PLC | $70,251 | $117,713 |
| ELEVANCE HEALTH INC | $36,594 | $205,188 |
| ELI LILLY & CO | $111,436 | $168,652 |
| EMERSON ELECTRIC CO | $82,392 | $96,060 |
| EOG RESOURCES INC | $39,333 | $64,371 |
| EQUINIX, INC | $13,088 | $23,581 |
| EQUITY LIFESTYLE PRP | $11,799 | $24,290 |
| EQUITY RESIDENTIAL PPTYS TR | $16,156 | $18,290 |
| ESSEX PRTY TR INC | $15,982 | $14,834 |
| ESTABLISHMENT LABS | $14,129 | $16,413 |
| EXTRA SPACE STORAGE | $12,534 | $8,684 |
| FISERV INC | $17,921 | $17,687 |
| FRANCO NEV CORP | $60,986 | $68,240 |
| FREEPORT-MCMORAN COPPER & GOLD | $84,906 | $83,600 |
| GENERAL MOTORS | $53,913 | $31,689 |
| GLOBE LIFE INC | $17,912 | $24,351 |
| GOLDMAN SACHS GROUP | $97,855 | $192,636 |
| HOME DEPOT INC | $161,533 | $281,431 |
| HONEYWELL INTL | $28,473 | $150,010 |
| ICU MEDICAL, INC | $42,274 | $37,008 |
| ISHARES GOLD TR | $97,336 | $100,311 |
| JACOBS SOLUTIONS INC | $10,625 | $24,734 |
| JOHNSON & JOHNSON | $34,527 | $114,823 |
| JP MORGAN CHASE | $180,577 | $358,986 |
| JP MORGAN SHORT DURATION BOND | $128,586 | $121,941 |
| JP MORGAN STRATEGIC INCOME OPP | $69,314 | $68,541 |
| JPMORGAN GLOBAL BOND OPPORTUNI | $221,840 | $203,811 |
| JPMORGAN INCOME BUILDER-SEL | $99,836 | $93,200 |
| KEURIG DR PEPPER INC | $10,198 | $10,698 |
| L3HARRIS TECHNOLOGIES | $15,884 | $15,616 |
| LAMB WESTON HOLDINGS INC | $12,492 | $18,676 |
| LEIDOS HOLDINGS INC | $19,487 | $33,766 |
| LENNAR CORP | $101,923 | $217,200 |
| LINDE PLC COM | $26,531 | $29,356 |
| MARSH AND MCLENNAN COMPANIES I | $99,478 | $107,562 |
| MCDONALD'S CORP | $86,676 | $122,541 |
| MEDICAL PROPERTIES TRUST, INC | $7,966 | $5,737 |
| MERCK & CO INC | $65,631 | $77,665 |
| MICROSOFT CORP | $122,044 | $625,689 |
| MID-AMERICA APT COMMUNITIES IN | $16,235 | $24,176 |
| MONDELEZ INTERNATIONAL INC | $23,712 | $29,193 |
| MOTOROLA SOLUTIONS INC | $93,776 | $196,117 |
| NEUBERGER BERMAN SHORT DURATIO | $31,131 | $28,604 |
| NEW YORK COMNTY BANCORP INC | $103,666 | $283,086 |
| NEXTERA ENERGY PARTNERS LP | $13,162 | $24,812 |
| NEXTERA ENERGY, INC | $107,108 | $149,560 |
| NIKE INC-CL B | $8,771 | $11,701 |
| NORTHROP GRUMMAN CORP | $62,922 | $109,122 |
| NVIDIA CORP | $157,832 | $123,781 |
| OCCIDENTAL PETROLEUM CORP | $53,844 | $251,960 |
| OCCIDENTAL PETROLEUM CORP WARR | $23,171 | |
| ORACLE CORP | $48,785 | $123,100 |
| PG & E CORP | $35,118 | $48,097 |
| PIONEER NAT RES CO | $142,847 | $167,181 |
| PROCTER GAMBLE CO | $81,619 | $98,514 |
| PROLOGIS | $55,056 | $67,751 |
| PUBLIC STORAGE INC | $12,087 | $26,898 |
| QUALCOMM INC | $185,770 | $133,027 |
| QUANTA SVCS INC | $11,805 | $41,468 |
| RAYTHEON TECHNOLOGIES CORP | $56,605 | $72,461 |
| REALTY INCOME CORP | $14,755 | $13,511 |
| REGENCY CENTERS CORP | $15,363 | $14,000 |
| REXFORD INDUSTRIAL REALTY INC | $8,519 | $15,026 |
| SBA COMMUNICATIONS CORP | $10,486 | $8,970 |
| SIMON PPTY GROUP INC | $17,730 | $20,911 |
| SUNCOR ENERGY INC | $67,161 | $80,912 |
| T-MOBILE US INC | $94,625 | $172,480 |
| TARGET CORPORATION | $15,327 | $14,904 |
| TELEDYNE TECH INC | $61,098 | $57,187 |
| TEXAS INSTRUMENTS INC | $11,903 | $12,392 |
| THE BLACKSTONE GROUP INC CL A | $75,093 | $113,807 |
| THE COCA-COLA CO | $15,916 | $20,673 |
| THERMO FISHER SCIENTIFIC INC | $78,666 | $113,442 |
| TJX COMPANIES INC | $41,508 | $50,148 |
| TRI POINTE HOMES INC COM | $7,342 | $8,180 |
| UNION PACIFIC | $110,542 | $261,736 |
| UNITEDHEALTH GROUP INC | $79,386 | $185,563 |
| VENTAS INC | $18,520 | $13,335 |
| VICI PROPERTIES INC | $10,530 | $11,243 |
| VIEWRAY, INC | $13,932 | $17,920 |
| VISA INC | $66,343 | $65,029 |
| WAL-MART STORES INC | $86,121 | $170,148 |
| WALT DISNEY HOLDINGS CO | $202,303 | $130,581 |
| WELLS FARGO & CO | $52,540 | $64,000 |
| WELLTOWER INC. | $23,867 | $20,910 |
| WEYERHAEUSER CO | $15,568 | $15,655 |
| ZEBRA TECHNOLOGIES CORP | $68,786 | $64,103 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $141,647 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $139,974 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VAN BIEMA GLOBAL VALUE FUND, L | CategoryOrItemTxt |
| Book Value | $427,814 | BookValueAmt |
| EOYFMV | $401,616 | 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 | $29,619 | $29,619 | |
| Bank Charges | $8 | $8 | |
| K-1 Exp VAN BIEMA GLOBAL VALUE | $9,135 | $9,133 | |
| Postage/Delivery Service | $54 | $54 | |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, L.P | $10,049 | $12,389 |
| Class Action Lawsuit Proceeds | $220 | $220 |
| Federal Tax Refund | $8,151 |
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 | $82,469 | $82,469 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $8,600 | |
| 990-PF Extension for 2021 | $1,200 | |
| Foreign Tax Paid | $456 | $456 |
| STATE INCOME TAX 2021 | $250 | |
| STATE MISCELLANEOUS FEE | $121 |