2023-11-15T23:08:24-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 116008915 The Kupferberg Foundation % Foundation Source KUPF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 martin kupferberg trustee 8008391754 2023-11-15 true martin kupferberg 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 12760243 X 0 X 3264 3264 240667 240667 393591 3035564 393910 18420 12609 655942 650450 0 98469 82469 16000 10627 456 39566 9141 30423 148662 92066 46423 599800 599800 748462 92066 646223 -92520 558384 353053 515582 515582 85250 141647 139974 7141674 6855476 10822651 976614 928777 880420 405225 427814 401616 8961816 8869296 12760243 0 0 X 8961816 8869296 8961816 8869296 8961816 8869296 8961816 -92520 8869296 8869296 Publicly-traded Securities 3035564 2663833 371731 371731 Passthrough K1 Capital Gain/(Loss) 22179 393910 7762 7762 7762 9037 0 9037 X 0 1275 1275 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false 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 82469 12569443 668812 401616 13639871 0 13639871 204598 13435273 671764 671764 7762 7762 664002 664002 664002 646223 0 0 0 0 646223 664002 2020 2019 2018 52434 33759 86193 646223 646223 0 17779 17779 68414 0 68414 34655 33759 NONE X ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC for the NY/NJ 15000 BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC General & Unrestricted 1800 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 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 5000 LOUIS ARMSTRONG HOUSE MUSEUM 3456 107TH ST CORONA NY 11368 N/A PC Charitable Event 10000 MATAN INC 520 8TH AVENUE 15TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 10000 NASSAU COUNTY MUSEUM OF ART 1 MUSEUM DR ROSLYN HARBOR NY 11576 N/A PC General & Unrestricted 5000 NEW YORK HALL OF SCIENCE 47-01 111TH ST CORONA NY 11368 N/A PC Gala, President's & Vice-Chair Council, KEPCO Corporate Partnership 78000 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 QUEENS BOTANICAL GARDEN SOCIETY INC 4350 MAIN ST FLUSHING NY 11355 N/A PC General & Unrestricted 10000 QUEENS BOTANICAL GARDEN SOCIETY INC 4350 MAIN ST FLUSHING NY 11355 N/A PC Charitable Event 5000 QUEENS COLLEGE FOUNDATION INC 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC Charitable Event 25000 QUEENS COLLEGE FOUNDATION INC 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC Physics department and Support of the Colden Auditorium performances 90000 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 10000 QUEENSBOROUGH COMMUNITY COLLEGE FUND INC 222-05 56TH AVE SUITE A-406 BAYSIDE NY 11364 N/A PC Harriet & Kenneth Kupferberg Holocaust Center 40000 SAMUEL FIELD YM & YWHA INC 5820 LITTLE NECK PKWY LITTLE NECK NY 11362 N/A PC General & Unrestricted 15000 SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC 9114 MERRICK BLVD STE 3 JAMAICA NY 11432 N/A PC General & Unrestricted 15000 SID JACOBSON JEWISH COMMUNITY CENTER INC 300 FOREST DR EAST HILLS NY 11548 N/A PC Friendship Circle 10000 SOLOMON SCHECHTER SCHOOL OF MANHATTAN 805 COLUMBUS AVE NEW YORK NY 10025 N/A PC General & Unrestricted 40000 THE BARUCH COLLEGE FUND ONE BERNARD BARUCH WAY BOX A-1603 NEW YORK NY 10010 N/A PC Ina Plotsky Kupferberg Memorial Award 20000 VISITING NURSE SERVICE OF NEW YORK 107 EAST 70TH ST 5TH FLOOR NEW YORK NY 10021 N/A SO III FI General & Unrestricted 2000 WNET 825 8TH AVENUE NEW YORK NY 10019 N/A PC General & Unrestricted 3000 599800 14 3264 14 240667 525990 -504 18 394095 K-1 Inc/Loss 525990 -2959 14 13008 Federal Tax Refund 01 8151 CLASS ACTION LAWSUIT PROCEEDS 01 220 -3463 659405 655942 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, 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. 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. AIR PRODUCTS AND CHEMICALS - 1 10441 9204 AMAZON - 4.550% - 12/01/2027 10012 9986 AMERICAN ELEC PWR - 0.000% - 1 25000 24885 AMERICAN HONDA FIN CORP MTN - 24946 23342 AMERICAN TOWER CORP - 2.400% - 25321 23524 APPLE INC - 0.750% - 05/11/202 24932 24640 ASTRAZENECA FINANCE LLC - 0.70 14986 14137 BANK AMER CORP - 3.500% - 04/1 9563 9538 BMW BK NORTH AMER - 0.300% - 0 34894 34050 BOSTON SCIENTIFIC CORP - 1.900 24988 23335 BOSTON SCIENTIFIC CORP - 3.450 10188 9813 CADENCE DESIGN SYSTEM INC NOTE 19729 19837 CELGENE CORP - 2.750% - 02/15/ 24726 24929 CENTERPOINT ENERGY RES CORP NO 25000 24820 CROWN CASTLE INTL CORP NOTE CA 24922 21600 DEERE JOHN CAPITAL CORP MTN - 24982 23903 DUKE ENERGY - 0.900% - 09/15/2 24834 22338 EQUINIX INC - 1.000% - 09/15/2 25070 22357 FIDELITY NATL INFORMATION SVCS 24876 23663 FISERV INC NOTE - 3.800% - 10/ 15024 14840 ILLUMINA INC NOTE CALL MAKE WH 24995 24744 JOHN DEERE CAPITAL CORP - 2.65 10160 9695 JPMORGAN CHASE & CO NOTE CALL 25000 21747 JPMORGAN CHASE & CO PERP-R NT 74999 73357 JPMORGAN CHASE AND CO. PERPETU 14334 13724 MCCORMICK &CO INC NOTE CALL MA 24636 21898 MCDONALDS CORP - 1.450% - 09/0 10358 9178 MCDONALDS CORP - 3.350% - 04/0 24739 24906 MONDELEZ INTERNATIONAL INC - 1 15297 13881 ORACLE CORP NOTE - 2.400% - 09 14961 14695 ORACLE CORP NOTE CALL MAKE WHO 24988 22429 PAYPAL HLDGS INC - 2.400% - 10 25091 23959 PERKINELMER INC NOTE - 0.850% 25015 23176 PUBLIC SERVICE ENTERPRISE GROU 24795 22405 PUBLIC STORAGE NOTE CALL MAKE 24954 22133 STRYKER CORP - 1.150% - 06/15/ 14960 13724 STRYKER CORPORATION - 0.600% - 24978 24011 TELEDYNE TECHNOLOGIES INC - 0. 19769 18894 TOYOTA MTR CR CORP MTN - 0.500 10035 9730 UNITED PARCEL SERVICES INC NOT 14937 14368 WALLGREENS BOOTS ALLIANCE INC 19991 19248 WALT DISNEY COMPANY - 1.750% - 10353 9538 WEC ENERGY GROUP INC NOTE CALL 24998 24239 ABBOTT LABS 16769 16469 ADOBE SYSTEMS, INC 24082 20192 ADVANCED MICRO DEVICES INC 13638 14508 AIR PRODS & CHEM INC 56495 79223 ALPHABET INC CL A 9604 79407 ALPHABET INC CL C 176600 326526 AMAZON COM 204560 148680 AMERICAN ELECTRIC POWER INC 17576 26491 AMERICAN HOMES 4 RENT 7091 14226 AMERICAN TOWER REIT INC 16234 43431 AMETEK INC 27740 34930 ANALOG DEVICES INC 80368 124663 AON PLC CL A 123183 186987 APOLLO GLOBAL MANAGEMENT, INC 69987 78207 APPLE INC 112856 389009 APPLIED MATERIALS INC 10129 12173 APTIV PLC 21663 22817 ASHLAND GLOBAL HOLDINGS 18702 26883 ASML HOLDING NV NY REG SHS 19229 106548 ASSURANT INC 15490 60654 ASTRAZENECA 17120 20340 BANK OF AMERICA CORP 25270 33120 BERKSHIRE HATHAWAY INC. CLASS 147756 327434 BEST BUY INC 24337 23903 BOSTON PPTYS INC 9845 7231 BOSTON SCIENTIFIC 9298 12724 BROOKFIELD CORP ORD SHS CL A 6708 15415 CARMAX INC 71951 45668 CHESAPEAKE ENERGY CORPORATION 90834 108526 CISCO SYSTEMS INC 28067 30918 COMCAST CORP 38858 36788 CONSTELLATION BRANDS INC 96688 92700 COOPER COMPANIES INC 36557 33067 COSTCO WHOLESALE CORPORATION 96924 136950 CROWN CASTLE INTL 19224 26179 CSX CORP 34571 130116 D R HORTON 35615 120517 DANAHER CORP 26763 33178 DIGITAL RLTY TR INC 10895 9726 EATON CORP PLC 70251 117713 ELEVANCE HEALTH INC 36594 205188 ELI LILLY & CO 111436 168652 EMERSON ELECTRIC CO 82392 96060 EOG RESOURCES INC 39333 64371 EQUINIX, INC 13088 23581 EQUITY LIFESTYLE PRP 11799 24290 EQUITY RESIDENTIAL PPTYS TR 16156 18290 ESSEX PRTY TR INC 15982 14834 ESTABLISHMENT LABS 14129 16413 EXTRA SPACE STORAGE 12534 8684 FISERV INC 17921 17687 FRANCO NEV CORP 60986 68240 FREEPORT-MCMORAN COPPER & GOLD 84906 83600 GENERAL MOTORS 53913 31689 GLOBE LIFE INC 17912 24351 GOLDMAN SACHS GROUP 97855 192636 HOME DEPOT INC 161533 281431 HONEYWELL INTL 28473 150010 ICU MEDICAL, INC 42274 37008 ISHARES GOLD TR 97336 100311 JACOBS SOLUTIONS INC 10625 24734 JOHNSON & JOHNSON 34527 114823 JP MORGAN CHASE 180577 358986 JP MORGAN SHORT DURATION BOND 128586 121941 JP MORGAN STRATEGIC INCOME OPP 69314 68541 JPMORGAN GLOBAL BOND OPPORTUNI 221840 203811 JPMORGAN INCOME BUILDER-SEL 99836 93200 KEURIG DR PEPPER INC 10198 10698 L3HARRIS TECHNOLOGIES 15884 15616 LAMB WESTON HOLDINGS INC 12492 18676 LEIDOS HOLDINGS INC 19487 33766 LENNAR CORP 101923 217200 LINDE PLC COM 26531 29356 MARSH AND MCLENNAN COMPANIES I 99478 107562 MCDONALD'S CORP 86676 122541 MEDICAL PROPERTIES TRUST, INC 7966 5737 MERCK & CO INC 65631 77665 MICROSOFT CORP 122044 625689 MID-AMERICA APT COMMUNITIES IN 16235 24176 MONDELEZ INTERNATIONAL INC 23712 29193 MOTOROLA SOLUTIONS INC 93776 196117 NEUBERGER BERMAN SHORT DURATIO 31131 28604 NEW YORK COMNTY BANCORP INC 103666 283086 NEXTERA ENERGY PARTNERS LP 13162 24812 NEXTERA ENERGY, INC 107108 149560 NIKE INC-CL B 8771 11701 NORTHROP GRUMMAN CORP 62922 109122 NVIDIA CORP 157832 123781 OCCIDENTAL PETROLEUM CORP 53844 251960 OCCIDENTAL PETROLEUM CORP WARR 23171 ORACLE CORP 48785 123100 PG & E CORP 35118 48097 PIONEER NAT RES CO 142847 167181 PROCTER GAMBLE CO 81619 98514 PROLOGIS 55056 67751 PUBLIC STORAGE INC 12087 26898 QUALCOMM INC 185770 133027 QUANTA SVCS INC 11805 41468 RAYTHEON TECHNOLOGIES CORP 56605 72461 REALTY INCOME CORP 14755 13511 REGENCY CENTERS CORP 15363 14000 REXFORD INDUSTRIAL REALTY INC 8519 15026 SBA COMMUNICATIONS CORP 10486 8970 SIMON PPTY GROUP INC 17730 20911 SUNCOR ENERGY INC 67161 80912 T-MOBILE US INC 94625 172480 TARGET CORPORATION 15327 14904 TELEDYNE TECH INC 61098 57187 TEXAS INSTRUMENTS INC 11903 12392 THE BLACKSTONE GROUP INC CL A 75093 113807 THE COCA-COLA CO 15916 20673 THERMO FISHER SCIENTIFIC INC 78666 113442 TJX COMPANIES INC 41508 50148 TRI POINTE HOMES INC COM 7342 8180 UNION PACIFIC 110542 261736 UNITEDHEALTH GROUP INC 79386 185563 VENTAS INC 18520 13335 VICI PROPERTIES INC 10530 11243 VIEWRAY, INC 13932 17920 VISA INC 66343 65029 WAL-MART STORES INC 86121 170148 WALT DISNEY HOLDINGS CO 202303 130581 WELLS FARGO & CO 52540 64000 WELLTOWER INC. 23867 20910 WEYERHAEUSER CO 15568 15655 ZEBRA TECHNOLOGIES CORP 68786 64103 141647 139974 VAN BIEMA GLOBAL VALUE FUND, L 427814 401616 Administrative Fees 29619 29619 Bank Charges 8 8 K-1 Exp VAN BIEMA GLOBAL VALUE 9135 9133 Postage/Delivery Service 54 54 State or Local Filing Fees 750 750 K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, L.P 10049 12389 Class Action Lawsuit Proceeds 220 220 Federal Tax Refund 8151 Administration of Foundation 16000 16000 Investment Management Services 82469 82469 990-PF Estimated Tax for 2022 8600 990-PF Extension for 2021 1200 Foreign Tax Paid 456 456 STATE INCOME TAX 2021 250 STATE MISCELLANEOUS FEE 121