2022-11-14T20:33:09-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 116008915 The Kupferberg Foundation % Foundation Source KUPF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 MARTIN KUPFERBERG PRESIDENT 8008391754 2022-11-04 true MARTIN KUPFERBERG 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 15337669 X 0 X 438 438 235056 235056 1063872 3392184 1031046 8213 9107 1307579 1275647 0 117491 101491 16000 10374 124 40914 11237 29498 168779 112852 45498 693800 693800 862579 112852 739298 445000 1162795 379522 353053 353053 224871 85250 91146 6566617 7141674 13458192 977579 976614 974847 368227 405225 460431 8516816 8961816 15337669 0 0 X 8516816 8961816 8516816 8961816 8516816 8961816 8516816 445000 8961816 8961816 Publicly-traded Securities 3392184 2398981 993203 993203 Passthrough K1 Capital Gain/(Loss) 37902 Sec 751 Gain on Sale of Ptshp Reclass -59 1031046 16163 16163 16163 15400 0 1200 16600 X 0 437 437 false false false false false true true 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 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 101040001 Investment Mgmt 101491 13727733 465679 460431 14653843 0 14653843 219808 14434035 721702 721702 16163 16163 705539 705539 705539 739298 0 0 0 0 739298 705539 2019 2018 2017 52434 52434 739298 705539 33759 86193 0 86193 52434 33759 NONE X ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC NY Region 15000 BNAI BRITH HILLEL FDN AT QUEENS COLLEGE HILLEL INC 65-30 KISSENA BLVD SU 206 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 LOUIS ARMSTRONG HOUSE MUSEUM 3456 107TH ST CORONA NY 11368 N/A PC General & Unrestricted 10000 MATAN INC 520 8TH AVENUE 15TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 10000 MEMORIAL SLOAN-KETTERING CANCER CTR MSKCC Society PO BOX 27106 NEW YORK NY 10087 N/A PC Dr. Seth M. Cohen's ovarian cancer research fund 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 Campaign for Tomorrow 100000 NEW YORK HALL OF SCIENCE 47-01 111TH ST CORONA NY 11368 N/A PC Gala, President's Council, Vice-Chair Council, and 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 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 Kupferberg Yellow Rose sponsorship 10000 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 Max & Selma Kupferberg Center for the Visual and Performing Arts in 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 QUEENS NY 11368 N/A PC General & Unrestricted 15000 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 Island Quest Day Camp matching challenge 15000 SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC 25 BROADWAY 18TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 15000 SID JACOBSON JEWISH COMMUNITY CENTER INC 300 FOREST DR EAST HILLS NY 11548 N/A PC General & Unrestricted 10000 SOLOMON SCHECHTER SCHOOL OF MANHATTAN 805 COLUMBUS AVE NEW YORK NY 10025 N/A PC year end match 40000 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 2000 693800 14 438 14 235055 525990 2349 18 1061523 K-1 Inc/Loss 525990 -1381 14 9535 Sec 751 Gain on Sale of Ptshp 525990 59 1027 1306551 1307578 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, 2021, 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) 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): $1,061,582 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $2,349 SEC 751 GAIN ON SALE OF PTSHP RECLASS NET GAIN/(LOSS): $(59) TOTAL PART I, LINE 6A: $1,063,872 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,392,184 BOOK BASIS: $2,368,504 NET GAIN/(LOSS): $1,023,680 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $37,902 K-3 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. 3M CO MTN - 2.250% - 03/15/202 4997 5082 AIR PRODUCTS AND CHEMICALS - 1 10441 10037 AMERICAN ELEC PWR - 0.000% - 1 25000 25003 AMERICAN EXPRESS - 2.650% - 12 15497 15285 AMERICAN HONDA FIN CORP - 1.20 10203 9965 AMERICAN HONDA FIN CORP MTN - 24946 24678 AMERICAN TOWER CORP - 2.400% - 25320 25669 AON CORP - 2.200% - 11/15/2022 25018 25322 APPLE INC - 0.750% - 05/11/202 24932 25070 ASTRAZENECA FINANCE LLC - 0.70 14986 14883 BMW BK NORTH AMER - 0.300% - 0 34894 34856 BOSTON SCIENTIFIC CORP - 1.900 24988 25283 BOSTON SCIENTIFIC CORP - 3.450 10188 10459 CELGENE CORP - 2.750% - 02/15/ 24726 25402 CENTERPOINT ENERGY RES CORP NO 25000 24887 CROWN CASTLE INTL CORP NOTE CA 24922 24143 DEERE JOHN CAPITAL CORP MTN - 24982 24762 DUKE ENERGY - 0.900% - 09/15/2 24834 24293 EQUINIX INC - 1.000% - 09/15/2 25070 24250 FIDELITY NATL INFORMATION SVCS 24876 24610 HOME DEPOT INC - 2.700% - 04/0 10181 10200 ILLUMINA INC NOTE CALL MAKE WH 24995 24874 INTUIT NOTE - 0.650% - 07/15/2 15099 14955 JOHN DEERE CAPITAL CORP - 2.65 10160 10383 JOHNSON &JOHNSON - 2.250% - 03 4986 5009 JP MORGAN CHASE - 5.300% - 12/ 10167 10000 JPMORGAN CHASE & CO NOTE CALL 25000 24198 JPMORGAN CHASE & CO PERP-R NT 74999 77837 KIMBERLY CLARK CORP - 2.400% - 5031 5018 KIMBERLY-CLARK CORP - 1.050% - 5066 4847 MCCORMICK &CO INC NOTE CALL MA 24636 24163 MCDONALDS CORP - 1.450% - 09/0 10358 10078 MCDONALDS CORP - 3.350% - 04/0 24739 25737 MICROSOFT CORP - 2.650% - 11/0 10049 10158 MONDELEZ INTERNATIONAL INC - 1 15297 15020 ORACLE CORP NOTE CALL MAKE WHO 24988 24817 PAYPAL HLDGS INC - 2.400% - 10 25090 25879 PERKINELMER INC NOTE - 0.850% 25015 24645 PNC FINL SVCS GROUP INC BOND P 9763 9842 PROCTER AND GAMBLE CO - 2.150% 4993 5056 PUBLIC SERVICE ENTERPRISE GROU 24795 24340 PUBLIC STORAGE NOTE CALL MAKE 24954 24355 STARBUCKS CORP - 2.700% - 06/1 9966 10064 STRYKER CORP - 1.150% - 06/15/ 14960 14868 STRYKER CORPORATION - 0.600% - 24978 24865 TOYOTA MTR CR CORP MTN - 0.500 10035 9964 UNITED PARCEL SERVICE - 2.350% 4993 5029 VERIZON COMMUNICATIONS INC NOT 10032 9742 WALLGREENS BOOTS ALLIANCE INC 19991 19990 WALT DISNEY COMPANY - 1.750% - 10353 10161 WEC ENERGY GROUP INC NOTE CALL 24998 24800 WELLS FARGO CO - 3.069% - 01/2 10127 10014 ABBOTT LABS 21470 28148 ADVISORSHARES PURE US CANNABIS 67764 40944 AIR PRODS & CHEM INC 73204 95842 ALPHABET INC CL A 9604 130367 ALPHABET INC CL C 158247 517953 AMAZON COM 210934 306759 AMERICAN ELECTRIC POWER INC 17576 24823 AMERICAN HOMES 4 RENT 12258 33623 AMERICAN TOWER REIT INC 72439 133088 AMETEK INC 28786 40436 ANALOG DEVICES INC 86272 146768 ANTHEM INC 46175 204421 AON PLC CL A 118950 213698 APPLE INC 129863 674232 APPLIED MATERIALS INC 19025 23604 APTIV PLC 12153 31341 ASHLAND GLOBAL HOLDINGS 18702 26915 ASML HOLDING NV NY REG SHS 19229 155247 ASSURANT INC 19163 93516 ASTRAZENECA 28280 30581 ATHENE HOLDING LTD 82161 109246 BANK OF AMERICA CORP 22015 40041 BERKSHIRE HATHAWAY INC. CLASS 147756 316940 BEST BUY INC 21580 27635 BOOKING HOLDINGS INC 37950 40787 BOSTON SCIENTIFIC 9298 11682 BROOKFIELD ASSET MANAGEMENT CL 13327 50236 CABOT OIL & GAS CORP 134720 106400 CATERPILLAR INC 67308 103370 CIGNA CORPORATION 171912 223889 CISCO SYSTEMS INC 28067 41127 COMCAST CORP 26561 36942 CONSTELLATION BRANDS INC 96688 100388 CORNING INC 28443 28853 COSTCO WHOLESALE CORPORATION 91254 167472 CROWN CASTLE INTL 19224 40287 CSX CORP 37040 169200 D R HORTON 50103 206272 DANAHER CORP 8719 23031 DIGITAL RLTY TR INC 10895 17156 DOMINION ENERGY INC 49782 51064 DOUGLAS EMMETT INC 11240 13400 EATON CORP PLC 70251 129615 ELI LILLY & CO 84613 97229 EOG RESOURCES INC 28566 41572 EQUINIX, INC 13088 30450 EQUITY LIFESTYLE PRP 13736 38570 EQUITY RESIDENTIAL PPTYS TR 16156 28055 ESSEX PRTY TR INC 15982 24656 ESTABLISHMENT LABS 6239 6759 EXTRA SPACE STORAGE 12534 13377 FIDELITY NATIONAL INFORMATION 29232 29034 FISERV INC 47691 46706 GENERAL MOTORS 137685 140712 GLOBE LIFE INC 37047 40206 GOLDMAN SACHS GROUP 94307 210785 HEALTHCARE TRUST OF AMERICA IN 8532 10852 HEALTHPEAK PROPERTIES INC 15486 15013 HOME DEPOT INC 149366 355249 HONEYWELL INTL 28473 145957 ICU MEDICAL, INC 33174 43908 ISHARES GOLD TR 97336 100949 JACOBS ENGINEERING GP 10625 28681 JOHNSON & JOHNSON 34527 111196 JP MORGAN CHASE 199106 463332 JP MORGAN SHORT DURATION BOND 128586 128469 JP MORGAN STRATEGIC INCOME OPP 187555 187604 JPMORGAN GLOBAL BOND OPPORTUNI 221842 224902 JPMORGAN INCOME BUILDER-SEL 99836 111700 JPMORGAN MANAGED INCOME FUND I 5999 5986 KEURIG DR PEPPER INC 22777 25802 L3HARRIS TECHNOLOGIES 31681 44780 LAMB WESTON HOLDINGS INC 20083 21296 LEIDOS HOLDINGS INC 23458 37338 LENNAR CORP 101923 278784 MCDONALD'S CORP 91101 134035 META PLATFORMS INC 34446 40362 MICROSOFT CORP 99887 894274 MID-AMERICA APT COMMUNITIES IN 18160 40152 MONDELEZ INTERNATIONAL INC 33651 43964 MOTOROLA SOLUTIONS INC 84388 205949 NATIONAL RETAIL PROPERTIES INC 16599 17065 NEUBERGER BERMAN SHORT DURATIO 30093 30054 NEW YORK COMNTY BANCORP INC 103666 401917 NEXTERA ENERGY PARTNERS LP 19047 50049 NEXTERA ENERGY, INC 72195 122862 NORFOLK SOUTHERN CORP 10513 14886 NORTHROP GRUMMAN CORP 62922 77414 NOVARTIS AG ADR 32775 33501 OCCIDENTAL PETROLEUM CORP 60574 130455 OCCIDENTAL PETROLEUM WARRANTS 7087 ORACLE CORP 32690 112326 PG & E CORP 35118 35910 PIONEER NAT RES CO 117647 118222 PPG INDUSTRIES INC 15151 25866 PROCTER GAMBLE CO 68138 89969 PROLOGIS 17136 47983 PUBLIC STORAGE INC 8636 31838 QUALCOMM INC 37770 50655 QUANTA SVCS INC 10900 39672 RAYTHEON TECHNOLOGIES CORP 49833 55939 REGENCY CENTERS CORP 15363 16878 REGENERON PHARMACEUTICALS INC 19694 25261 REXFORD INDUSTRIAL REALTY INC 8519 22305 RIO TINTO PLC SPONSORED ADR 71652 76981 SALESFORCE.COM 167570 164930 SAP AKTIENGESELL ADS 37391 37129 SENSATA TECHNOLOGIES HOLDINGS 30926 32634 SIMON PPTY GROUP INC 17730 28439 STRYKER CORPORATION 17649 22731 SUNCOR ENERGY INC 67161 63827 T-MOBILE US INC 85481 134537 TELEDYNE TECH INC 61098 62475 THE BLACKSTONE GROUP INC CL A 68140 192015 THE COCA-COLA CO 15916 19243 THERMO FISHER SCIENTIFIC INC 36145 84072 TJX COMPANIES INC 36938 41756 TRI POINTE HOMES INC COM 7342 12272 TRIMBLE NAV LTD 13046 15258 UBER 66426 60799 UNION PACIFIC 95248 348923 UNITED RENTALS INC 2593 8307 UNITEDHEALTH GROUP INC 113409 251070 USD CYRUSONE INC 80129 97436 VISA INC 56504 56995 VMWARE INC 31599 25609 WAL-MART STORES INC 86121 173628 WALT DISNEY HOLDINGS CO 126643 142499 WELLS FARGO & CO 52540 74369 WELLTOWER INC. 12264 15439 WEYERHAEUSER CO 15568 20796 ZEBRA TECHNOLOGIES CORP 68786 148800 ZIMMER BIOMET HOLDINGS 29418 31125 85250 91146 VAN BIEMA GLOBAL VALUE FUND, L 405225 460431 Administrative Fees 28748 28748 Bank Charges 9 9 K-1 Exp VAN BIEMA GLOBAL VALUE 11407 11228 State or Local Filing Fees 750 750 K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, LP-1 8154 9107 Sec 751 Gain on Sale VAN BIEMA GLOBAL VALUE FUND, 59 Administration of Foundation 16000 16000 Investment Management Services 101491 101491 990-PF Estimated Tax for 2021 10000 Foreign Tax Paid 124 124 STATE INCOME TAX 2020 250