KUPFERBERG FOUNDATION INCORPORATED: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KUPFERBERG FOUNDATION INCORPORATED (EIN 11-6008915)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202502969349101100
- Schema version
- 2024v5.2
- 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
- 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 | 2025-10-23T06:38:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-10-14 | 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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,264,263 | 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 | $16,424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $262,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,744,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,499,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,542,928 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,796 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,032 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,037,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,836,591 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $133,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,851 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $31 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $31 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $479 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $41,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,634 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,010 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $689,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $689,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $888,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $737,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,148,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,708,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $354,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $354,146 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $164,374 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $636,056 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $634,689 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,107,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,469,284 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,718,792 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $934,847 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,084,113 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,088,539 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $453,593 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $461,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $468,097 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,856,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,004,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,264,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,856,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,004,912 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,856,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,004,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,856,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,004,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,856,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,148,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,004,912 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,004,912 | 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 | $4,499,146 | $2,960,793 | $1,538,353 | $1,538,353 |
| Passthrough K1 Capital Gain/(Loss) | $4,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,542,928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,749 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,749 | SubtotalAmt |
| Tax Based On Investment Income | $23,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $651 | OverpaymentAmt |
| Applied To ES Tax | $651 | 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 (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 | $112,646 | 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 | $15,053,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $609,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $468,097 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,130,685 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,130,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,888,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $794,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $794,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,749 | TotalTaxAmt |
| Distributable Before Adj | $770,687 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $770,687 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $770,687 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $737,010 | 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 | $737,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $770,687 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $34,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $36,538 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $737,010 | QualifyingDistributionsAmt |
| Applied To Current Year | $737,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,677 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,677 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,275 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $71,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $978 | ExcessFromYear4Amt |
| Excess From Year3 | $33,759 | ExcessFromYear3Amt |
| Excess From Year1 | $36,538 | 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 (23 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 chapters | $15,000 |
| BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL | |||||||
| 6530 KISSENA BLVD SU 206 | FLUSHING | NY | 11367 | N/A | PC | General & Unrestricted | $10,000 |
| CALVARY HOSPITAL INC | |||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | N/A | PC | General & Unrestricted | $5,000 |
| COMMONPOINT NY INC | |||||||
| 5820 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | N/A | PC | General & Unrestricted | $25,000 |
| 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 | General & Unrestricted | $10,000 |
| MATAN INC | |||||||
| PO BOX 120 | BRONX | NY | 10471 | N/A | PC | General & Unrestricted | $15,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH ST | CORONA | NY | 11368 | N/A | PC | Charitable Event- Gala, President's & Vice-Chair Council and KEPCO Corporate Partnership Fund | $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 | $50,000 |
| 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 | 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 | General & Unrestricted | $9,000 |
| QUEENS THEATRE IN THE PARK INC | |||||||
| 14 UNITED NATIONS AVE S | CORONA | NY | 11368 | N/A | PC | Charitable Event | $11,000 |
| QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | |||||||
| 222-05 56TH AVE A-406 | BAYSIDE | NY | 11364 | N/A | PC | Harriet & Kenneth Kupferberg Holocaust Center | $40,000 |
| SELFHELP COMMUNITY SERVICES INC | |||||||
| 520 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | The Witness Theater program | $18,000 |
| SID JACOBSON JEWISH COMMUNITY CENTER INC | |||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | PC | Friendship Circle which provides funds for individuals diagnosed with Alzheimer's, dementia, Parkinson's, or another degenerative illness and general support fund | $20,000 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| PO BOX 6445 | NEW YORK | NY | 10249 | N/A | SO III FI | General & Unrestricted | $4,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $689,000 | 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 | $16,424 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,207 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,744,862 | 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 | -$2,328 | 14 | $15,011 |
| Federal Tax Refund | 01 | $500 | ||
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $613 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,328 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,039,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,037,289 | 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, 2024, 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
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (56 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGCO CORP NOTE - 5.450% - 03/2 | $49,961 | $50,469 |
| AIR PRODUCTS AND CHEMICALS - 1 | $10,441 | $9,763 |
| AMAZON - 4.550% - 12/01/2027 | $10,012 | $10,061 |
| AMERICAN TOWER CORP - 2.400% - | $25,321 | $24,868 |
| AMGEN INC - 5.250% - 03/02/202 | $74,880 | $75,041 |
| AMPHENOL CORP - 5.050% - 04/05 | $49,944 | $50,427 |
| ASTRAZENECA FINANCE LLC - 4.85 | $14,963 | $15,031 |
| AUTOZONE INC - 5.050% - 07/15/ | $49,828 | $50,281 |
| BANK AMER CORP - 3.500% - 04/1 | $9,563 | $9,850 |
| BANK OF AMERICA - 5.875% - 03/ | $14,847 | $15,051 |
| BIOGEN - 4.050% - 09/15/2025 | $73,599 | $74,574 |
| BOSTON SCIENTIFIC CORP - 1.900 | $24,988 | $24,712 |
| BRISTOL-MYERS SQUIBBCO - 4.950 | $49,977 | $50,244 |
| CATERILLAR FINL SVCS - 4.900% | $49,837 | $50,003 |
| CATERPILLAR FIN - 6.020% - 10/ | $25,000 | $25,134 |
| COMCAST CORP - 5.100% - 06/01/ | $15,103 | $15,159 |
| CROWN CASTLE INTL CORP NOTE CA | $24,922 | $23,619 |
| CVS HEALTH CORP NOTE - 4.100% | $74,101 | $74,817 |
| DUKE ENERGY - 0.900% - 09/15/2 | $24,834 | $24,324 |
| DUKE ENERGY CORP NOTE - 5.000% | $49,837 | $50,127 |
| ELECTRONIC ARTS INC NOTE - 4.8 | $74,711 | $75,014 |
| EQUINIX INC - 1.000% - 09/15/2 | $25,070 | $24,341 |
| FISERV INC - 5.150% - 03/15/20 | $15,012 | $15,119 |
| FL PWR - 4.450% - 05/15/2026 | $14,729 | $15,000 |
| GENERAL MILLS INC NOTE - 5.241 | $74,917 | $75,001 |
| HOME DEPOT INC - 0.000% - 12/2 | $25,061 | $25,050 |
| HOME DEPOT INC NOTE - 4.000% - | $49,229 | $49,834 |
| HONEYWELL INTL INC NOTE - 2.50 | $14,060 | $14,478 |
| JPMORGAN CHASE & CO NOTE CALL | $25,000 | $24,019 |
| KEURIG DR PEPPER - 5.100% - 03 | $74,777 | $75,685 |
| LOWES COS INC - 4.800% - 04/01 | $74,572 | $75,122 |
| MARCH & MCLENNAN COS INC - 4.5 | $14,973 | $14,984 |
| MCCORMICK &CO INC NOTE CALL MA | $24,636 | $23,944 |
| MCKESSON CORP - 4.250% - 09/15 | $15,051 | $14,662 |
| META PLATFORMS INC - 4.600% - | $14,708 | $15,019 |
| MICROCHIP TECHNOLOGYINC. SER B | $73,732 | $74,688 |
| MICRON TECHNOLOGY INC - 4.975% | $24,934 | $25,027 |
| MONDELEZ INTERNATIONAL INC - 1 | $15,297 | $14,829 |
| NEXTERA ENERGY - 4.950% - 01/2 | $74,699 | $75,147 |
| ORACLE CORP - 4.500% - 05/06/2 | $14,841 | $14,851 |
| ORACLE CORP NOTE CALL MAKE WHO | $24,988 | $24,105 |
| PEPSICO INC - 5.125% - 11/10/2 | $15,413 | $15,187 |
| PUBLIC SERVICE ENTERPRISE GROU | $24,795 | $24,390 |
| PUBLIC STORAGE - 0.000% - 04/1 | $50,000 | $50,250 |
| PUBLIC STORAGE NOTE CALL MAKE | $24,954 | $23,991 |
| RAYTHEON TECHS CORP - 5.000% - | $49,872 | $50,188 |
| REALTY INCOME CORP NOTE - 5.05 | $74,722 | $74,953 |
| SHERWIN-WILLIAMS CO - 4.250% - | $49,292 | $49,890 |
| STARBUCKS CORP NOTE - 4.750% - | $49,637 | $50,123 |
| STATE STREET CORP NOTE - 4.993 | $14,977 | $15,123 |
| TARGET CORP - 1.950% - 01/15/2 | $13,576 | $14,269 |
| THERMO FISHER - 5.000% - 01/31 | $15,333 | $15,125 |
| TOYOTA MOTOR CREDIT CORP - 5.2 | $15,093 | $15,213 |
| VULCAN MATERIALS CO - 4.950% - | $49,977 | $49,840 |
| WEC ENERGY GROUP INC - 5.000% | $74,531 | $75,129 |
| ZOETIS INC NOTE - 5.400% - 11/ | $74,986 | $75,394 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (117 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $26,184 | $28,278 |
| ADOBE SYSTEMS, INC | $72,730 | $66,702 |
| ADVANCED MICRO DEVICES INC | $21,797 | $34,184 |
| AIR PRODS & CHEM INC | $65,652 | $82,081 |
| AIRBUS GROUP | $66,414 | $59,753 |
| ALPHABET INC CL A | $5,335 | $94,650 |
| ALPHABET INC CL C | $149,776 | $516,472 |
| AMAZON COM | $307,038 | $564,051 |
| AMER INTERNATIONAL GROUP INC | $73,433 | $69,160 |
| AMERICAN ELECTRIC POWER INC | $30,150 | $37,722 |
| AMERICAN HOMES 4 RENT | $12,324 | $20,918 |
| AMERICAN TOWER REIT INC | $17,770 | $34,664 |
| AMETEK INC | $31,012 | $45,065 |
| ANALOG DEVICES INC | $95,500 | $172,093 |
| AON PLC CL A | $121,991 | $220,883 |
| APOLLO GLOBAL MANAGEMENT, INC | $93,261 | $239,152 |
| APPLE INC | $98,300 | $628,303 |
| ASML HOLDING NV NY REG SHS | $141,691 | $204,459 |
| ASTRAZENECA | $108,738 | $107,060 |
| AUTOMATIC DATA PROCESSING INC | $79,691 | $102,456 |
| BANK OF AMERICA CORP | $21,127 | $35,160 |
| BERKSHIRE HATHAWAY INC. CLASS | $87,231 | $253,837 |
| BOSTON PPTYS INC | $8,097 | $6,544 |
| BOSTON SCIENTIFIC | $70,120 | $140,679 |
| BROADCOM INC | $10,999 | $11,592 |
| CHEVRON CORP | $39,786 | $36,210 |
| CISCO SYSTEMS INC | $28,067 | $38,421 |
| CONSTELLATION BRANDS INC | $60,430 | $55,250 |
| COOPER COMPANIES INC | $39,277 | $41,369 |
| COSTCO WHOLESALE CORPORATION | $39,301 | $114,534 |
| CRH PLC | $54,951 | $106,398 |
| CROWDSTRIKE HOLDINGS, INC | $68,746 | $87,593 |
| CROWN CASTLE INTL | $19,438 | $17,244 |
| D R HORTON | $22,286 | $118,288 |
| DANAHER CORP | $34,196 | $34,433 |
| EATON CORP PLC | $23,417 | $82,968 |
| ELEVANCE HEALTH INC | $58,873 | $119,155 |
| ELI LILLY & CO | $104,221 | $332,731 |
| EMERSON ELECTRIC CO | $53,555 | $80,555 |
| EOG RESOURCES INC | $22,880 | $45,600 |
| EQUINIX, INC | $25,705 | $41,487 |
| EQUITY LIFESTYLE PRP | $9,773 | $20,579 |
| EQUITY RESIDENTIAL PPTYS TR | $13,289 | $18,227 |
| EXPAND ENERGY CORP | $90,834 | $114,483 |
| EXTRA SPACE STORAGE | $14,662 | $12,566 |
| EXXON MOBIL CORP | $81,406 | $112,411 |
| FISERV, INC | $24,224 | $46,220 |
| FREEPORT-MCMORAN COPPER & GOLD | $84,906 | $83,776 |
| GAMING AND LEISURE PROPERTIES, | $13,947 | $13,051 |
| GENERAL ELECTRIC CO | $146,048 | $147,276 |
| GOLDMAN SACHS GROUP | $18,771 | $47,527 |
| HOME DEPOT INC | $134,586 | $249,343 |
| HONEYWELL INTL | $20,338 | $112,945 |
| ICU MEDICAL, INC | $41,920 | $42,672 |
| IRON MOUNTAIN | $7,521 | $14,926 |
| ISHARES GOLD TR | $83,910 | $123,775 |
| JACOBS SOLUTIONS INC | $20,723 | $40,754 |
| JP MORGAN CHASE | $117,132 | $398,157 |
| JP MORGAN SHORT DURATION BOND | $128,586 | $126,021 |
| JP MORGAN STRATEGIC INCOME OPP | $76,401 | $76,068 |
| JPMORGAN GLOBAL BOND OPPORTUNI | $221,842 | $207,469 |
| JPMORGAN INCOME BUILDER-SEL | $99,836 | $97,900 |
| KILROY REALTY CP | $13,257 | $13,065 |
| KIMCO RLTY CORP | $10,453 | $12,207 |
| LEIDOS HOLDINGS INC | $19,487 | $46,243 |
| LENNAR CORP | $68,127 | $199,509 |
| LINDE PLC COM | $39,377 | $41,867 |
| MACERICH CO | $8,776 | $9,382 |
| MARSH AND MCLENNAN COMPANIES I | $57,391 | $79,654 |
| MCDONALD'S CORP | $86,676 | $134,799 |
| MERCK & CO INC | $65,631 | $69,636 |
| META PLATFORMS INC | $10,750 | $14,638 |
| MICROSOFT CORP | $111,366 | $846,793 |
| MONDELEZ INTERNATIONAL INC | $32,823 | $33,150 |
| MOTOROLA SOLUTIONS INC | $87,004 | $314,316 |
| NEXTERA ENERGY, INC | $98,205 | $114,776 |
| NORTHROP GRUMMAN CORP | $62,922 | $93,858 |
| NVIDIA CORP | $139,327 | $861,066 |
| OCCIDENTAL PETROLEUM CORP WARR | $15,483 | |
| OMEGA HEALTHCARE INV | $8,733 | $8,062 |
| ORACLE CORP | $48,795 | $243,461 |
| PG & E CORP | $25,646 | $44,113 |
| PROCTER GAMBLE CO | $84,466 | $108,973 |
| PROGRESSIVE CORP OHIO | $13,038 | $27,076 |
| PROLOGIS | $62,934 | $66,908 |
| PUBLIC STORAGE INC | $7,413 | $14,972 |
| QUALCOMM INC | $33,221 | $38,251 |
| RAYTHEON TECHNOLOGIES CORP | $61,534 | $86,790 |
| REALTY INCOME CORP | $18,024 | $14,581 |
| REGENERON PHARMACEUTICALS INC | $20,586 | $19,233 |
| REXFORD INDUSTRIAL REALTY INC | $7,001 | $8,737 |
| ROCHE HOLDING LTD ADR | $87,123 | $76,736 |
| SBA COMMUNICATIONS CORP | $8,520 | $5,299 |
| SIMON PPTY GROUP INC | $11,281 | $18,599 |
| SPDR S&P BIOTECH ETF | $68,630 | $72,048 |
| SUNCOR ENERGY INC | $52,675 | $71,360 |
| T-MOBILE US INC | $84,736 | $239,934 |
| TELEDYNE TECH INC | $61,098 | $66,371 |
| TEXAS INSTRUMENTS INC | $37,732 | $37,877 |
| THE BLACKSTONE GROUP INC CL A | $94,463 | $299,494 |
| THE COCA-COLA CO | $28,978 | $32,687 |
| THERMO FISHER SCIENTIFIC INC | $137,199 | $170,115 |
| TJX COMPANIES INC | $31,278 | $57,143 |
| U G I CP | $30,771 | $30,460 |
| UBER | $90,266 | $106,344 |
| UDR INC | $12,456 | $13,674 |
| UNION PACIFIC | $114,183 | $213,902 |
| UNITED RENTALS INC | $29,329 | $30,291 |
| UNITEDHEALTH GROUP INC | $17,646 | $17,705 |
| VENTAS INC | $15,204 | $14,310 |
| VERTEX PHARMCTLS INC | $52,459 | $60,405 |
| VISA INC | $9,839 | $15,802 |
| WAL-MART STORES INC | $20,334 | $76,798 |
| WALT DISNEY HOLDINGS CO | $31,426 | $33,405 |
| WELLS FARGO & CO | $52,540 | $108,872 |
| WELLTOWER INC. | $16,644 | $26,844 |
| WEYERHAEUSER CO | $7,366 | $6,418 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $636,056 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $634,689 | 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 | $461,313 | BookValueAmt |
| EOYFMV | $468,097 | 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 | $31,155 | $31,155 | |
| Bank Charges | $101 | $101 | |
| K-1 Exp VAN BIEMA MASTERS FUND | $9,538 | $9,533 | |
| Postage/Delivery Service | $105 | $105 | |
| 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 MASTERS FUND, LP - SER 1 I | $12,683 | $14,419 |
| Class Action Lawsuit Proceeds | $613 | $613 |
| Federal Tax Refund | $500 |
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 | $117,851 | $117,851 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $22,200 | |
| 990-PF Excise Tax for 2023 | $779 | |
| 990-PF Extension for 2023 | $500 | |
| Foreign Tax Paid | $479 | $479 |
| State Income Tax 2023 | $250 |