2025-10-23T06:38:24-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 116008915 The Kupferberg Foundation % Foundation Source KUPF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Martin Kupferberg President 8008391754 2025-10-14 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 16264263 X 0 X 16424 16424 262207 262207 1744862 4499146 1542928 13796 15032 2037289 1836591 0 133851 117851 16000 31 31 24208 479 41649 9634 32010 199739 127995 48010 689000 689000 888739 127995 737010 1148550 1708596 0 196461 354146 354146 164374 636056 634689 7107087 6469284 12718792 934847 2084113 2088539 453593 461313 468097 8856362 10004912 16264263 0 0 X 8856362 10004912 8856362 10004912 8856362 10004912 8856362 1148550 10004912 10004912 Publicly-traded Securities 4499146 2960793 1538353 1538353 Passthrough K1 Capital Gain/(Loss) 4575 1542928 23749 23749 23749 22200 0 2200 24400 X 0 651 651 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 Mark Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 Martin Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 1.0 0 0 0 Saul Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Treas 1.0 0 0 0 Seth Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP 1.0 0 0 0 Neuberger Berman 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 Investment Mgmt 112646 15053073 609515 468097 16130685 0 16130685 241960 15888725 794436 794436 23749 23749 770687 770687 770687 737010 0 0 0 0 737010 770687 34655 33759 36538 104952 737010 737010 0 33677 33677 71275 0 71275 978 33759 36538 NONE X ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC for the NY/NJ chapters 15000 BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL 6530 KISSENA BLVD SU 206 FLUSHING NY 11367 N/A PC General & Unrestricted 10000 CALVARY HOSPITAL INC 1740 EASTCHESTER RD BRONX NY 10461 N/A PC General & Unrestricted 5000 COMMONPOINT NY INC 5820 LITTLE NECK PKWY LITTLE NECK NY 11362 N/A PC General & Unrestricted 25000 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 PO BOX 120 BRONX NY 10471 N/A PC General & Unrestricted 15000 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 78000 NEW YORK HALL OF SCIENCE 47-01 111TH ST CORONA NY 11368 N/A PC Campaign for Tomorrow 75000 NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION 480 OLD WESTBURY RD ROSLYN HTS NY 11577 N/A PC General & Unrestricted 50000 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 Physics Department and The Max and Selma Kupferberg Center for the Visual and Performing Arts to support the Colden Auditorium performances 100000 QUEENS COLLEGE FOUNDATION INC 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC Charitable Event 25000 QUEENS MUSEUM OF ART NEW YORK CITY BUILDING NYC BLDG FLUSHING MEADOW CORONA PAR QUEENS NY 11368 N/A PC General & Unrestricted 50000 QUEENS THEATRE IN THE PARK INC 14 UNITED NATIONS AVE S CORONA NY 11368 N/A PC General & Unrestricted 9000 QUEENS THEATRE IN THE PARK INC 14 UNITED NATIONS AVE S CORONA NY 11368 N/A PC Charitable Event 11000 QUEENSBOROUGH COMMUNITY COLLEGE FUND INC 222-05 56TH AVE A-406 BAYSIDE NY 11364 N/A PC Harriet & Kenneth Kupferberg Holocaust Center 40000 SELFHELP COMMUNITY SERVICES INC 520 8TH AVENUE 5TH FLOOR NEW YORK NY 10018 N/A PC The Witness Theater program 18000 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 20000 VISITING NURSE SERVICE OF NEW YORK PO BOX 6445 NEW YORK NY 10249 N/A SO III FI General & Unrestricted 4000 WNET 825 8TH AVENUE NEW YORK NY 10019 N/A PC General & Unrestricted 4000 689000 14 16424 14 262207 18 1744862 K-1 Inc/Loss 525990 -2328 14 15011 Federal Tax Refund 01 500 CLASS ACTION LAWSUIT PROCEEDS 01 613 -2328 2039617 2037289 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, 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. AGCO CORP NOTE - 5.450% - 03/2 49961 50469 AIR PRODUCTS AND CHEMICALS - 1 10441 9763 AMAZON - 4.550% - 12/01/2027 10012 10061 AMERICAN TOWER CORP - 2.400% - 25321 24868 AMGEN INC - 5.250% - 03/02/202 74880 75041 AMPHENOL CORP - 5.050% - 04/05 49944 50427 ASTRAZENECA FINANCE LLC - 4.85 14963 15031 AUTOZONE INC - 5.050% - 07/15/ 49828 50281 BANK AMER CORP - 3.500% - 04/1 9563 9850 BANK OF AMERICA - 5.875% - 03/ 14847 15051 BIOGEN - 4.050% - 09/15/2025 73599 74574 BOSTON SCIENTIFIC CORP - 1.900 24988 24712 BRISTOL-MYERS SQUIBBCO - 4.950 49977 50244 CATERILLAR FINL SVCS - 4.900% 49837 50003 CATERPILLAR FIN - 6.020% - 10/ 25000 25134 COMCAST CORP - 5.100% - 06/01/ 15103 15159 CROWN CASTLE INTL CORP NOTE CA 24922 23619 CVS HEALTH CORP NOTE - 4.100% 74101 74817 DUKE ENERGY - 0.900% - 09/15/2 24834 24324 DUKE ENERGY CORP NOTE - 5.000% 49837 50127 ELECTRONIC ARTS INC NOTE - 4.8 74711 75014 EQUINIX INC - 1.000% - 09/15/2 25070 24341 FISERV INC - 5.150% - 03/15/20 15012 15119 FL PWR - 4.450% - 05/15/2026 14729 15000 GENERAL MILLS INC NOTE - 5.241 74917 75001 HOME DEPOT INC - 0.000% - 12/2 25061 25050 HOME DEPOT INC NOTE - 4.000% - 49229 49834 HONEYWELL INTL INC NOTE - 2.50 14060 14478 JPMORGAN CHASE & CO NOTE CALL 25000 24019 KEURIG DR PEPPER - 5.100% - 03 74777 75685 LOWES COS INC - 4.800% - 04/01 74572 75122 MARCH & MCLENNAN COS INC - 4.5 14973 14984 MCCORMICK &CO INC NOTE CALL MA 24636 23944 MCKESSON CORP - 4.250% - 09/15 15051 14662 META PLATFORMS INC - 4.600% - 14708 15019 MICROCHIP TECHNOLOGYINC. SER B 73732 74688 MICRON TECHNOLOGY INC - 4.975% 24934 25027 MONDELEZ INTERNATIONAL INC - 1 15297 14829 NEXTERA ENERGY - 4.950% - 01/2 74699 75147 ORACLE CORP - 4.500% - 05/06/2 14841 14851 ORACLE CORP NOTE CALL MAKE WHO 24988 24105 PEPSICO INC - 5.125% - 11/10/2 15413 15187 PUBLIC SERVICE ENTERPRISE GROU 24795 24390 PUBLIC STORAGE - 0.000% - 04/1 50000 50250 PUBLIC STORAGE NOTE CALL MAKE 24954 23991 RAYTHEON TECHS CORP - 5.000% - 49872 50188 REALTY INCOME CORP NOTE - 5.05 74722 74953 SHERWIN-WILLIAMS CO - 4.250% - 49292 49890 STARBUCKS CORP NOTE - 4.750% - 49637 50123 STATE STREET CORP NOTE - 4.993 14977 15123 TARGET CORP - 1.950% - 01/15/2 13576 14269 THERMO FISHER - 5.000% - 01/31 15333 15125 TOYOTA MOTOR CREDIT CORP - 5.2 15093 15213 VULCAN MATERIALS CO - 4.950% - 49977 49840 WEC ENERGY GROUP INC - 5.000% 74531 75129 ZOETIS INC NOTE - 5.400% - 11/ 74986 75394 ABBOTT LABS 26184 28278 ADOBE SYSTEMS, INC 72730 66702 ADVANCED MICRO DEVICES INC 21797 34184 AIR PRODS & CHEM INC 65652 82081 AIRBUS GROUP 66414 59753 ALPHABET INC CL A 5335 94650 ALPHABET INC CL C 149776 516472 AMAZON COM 307038 564051 AMER INTERNATIONAL GROUP INC 73433 69160 AMERICAN ELECTRIC POWER INC 30150 37722 AMERICAN HOMES 4 RENT 12324 20918 AMERICAN TOWER REIT INC 17770 34664 AMETEK INC 31012 45065 ANALOG DEVICES INC 95500 172093 AON PLC CL A 121991 220883 APOLLO GLOBAL MANAGEMENT, INC 93261 239152 APPLE INC 98300 628303 ASML HOLDING NV NY REG SHS 141691 204459 ASTRAZENECA 108738 107060 AUTOMATIC DATA PROCESSING INC 79691 102456 BANK OF AMERICA CORP 21127 35160 BERKSHIRE HATHAWAY INC. CLASS 87231 253837 BOSTON PPTYS INC 8097 6544 BOSTON SCIENTIFIC 70120 140679 BROADCOM INC 10999 11592 CHEVRON CORP 39786 36210 CISCO SYSTEMS INC 28067 38421 CONSTELLATION BRANDS INC 60430 55250 COOPER COMPANIES INC 39277 41369 COSTCO WHOLESALE CORPORATION 39301 114534 CRH PLC 54951 106398 CROWDSTRIKE HOLDINGS, INC 68746 87593 CROWN CASTLE INTL 19438 17244 D R HORTON 22286 118288 DANAHER CORP 34196 34433 EATON CORP PLC 23417 82968 ELEVANCE HEALTH INC 58873 119155 ELI LILLY & CO 104221 332731 EMERSON ELECTRIC CO 53555 80555 EOG RESOURCES INC 22880 45600 EQUINIX, INC 25705 41487 EQUITY LIFESTYLE PRP 9773 20579 EQUITY RESIDENTIAL PPTYS TR 13289 18227 EXPAND ENERGY CORP 90834 114483 EXTRA SPACE STORAGE 14662 12566 EXXON MOBIL CORP 81406 112411 FISERV, INC 24224 46220 FREEPORT-MCMORAN COPPER & GOLD 84906 83776 GAMING AND LEISURE PROPERTIES, 13947 13051 GENERAL ELECTRIC CO 146048 147276 GOLDMAN SACHS GROUP 18771 47527 HOME DEPOT INC 134586 249343 HONEYWELL INTL 20338 112945 ICU MEDICAL, INC 41920 42672 IRON MOUNTAIN 7521 14926 ISHARES GOLD TR 83910 123775 JACOBS SOLUTIONS INC 20723 40754 JP MORGAN CHASE 117132 398157 JP MORGAN SHORT DURATION BOND 128586 126021 JP MORGAN STRATEGIC INCOME OPP 76401 76068 JPMORGAN GLOBAL BOND OPPORTUNI 221842 207469 JPMORGAN INCOME BUILDER-SEL 99836 97900 KILROY REALTY CP 13257 13065 KIMCO RLTY CORP 10453 12207 LEIDOS HOLDINGS INC 19487 46243 LENNAR CORP 68127 199509 LINDE PLC COM 39377 41867 MACERICH CO 8776 9382 MARSH AND MCLENNAN COMPANIES I 57391 79654 MCDONALD'S CORP 86676 134799 MERCK & CO INC 65631 69636 META PLATFORMS INC 10750 14638 MICROSOFT CORP 111366 846793 MONDELEZ INTERNATIONAL INC 32823 33150 MOTOROLA SOLUTIONS INC 87004 314316 NEXTERA ENERGY, INC 98205 114776 NORTHROP GRUMMAN CORP 62922 93858 NVIDIA CORP 139327 861066 OCCIDENTAL PETROLEUM CORP WARR 15483 OMEGA HEALTHCARE INV 8733 8062 ORACLE CORP 48795 243461 PG & E CORP 25646 44113 PROCTER GAMBLE CO 84466 108973 PROGRESSIVE CORP OHIO 13038 27076 PROLOGIS 62934 66908 PUBLIC STORAGE INC 7413 14972 QUALCOMM INC 33221 38251 RAYTHEON TECHNOLOGIES CORP 61534 86790 REALTY INCOME CORP 18024 14581 REGENERON PHARMACEUTICALS INC 20586 19233 REXFORD INDUSTRIAL REALTY INC 7001 8737 ROCHE HOLDING LTD ADR 87123 76736 SBA COMMUNICATIONS CORP 8520 5299 SIMON PPTY GROUP INC 11281 18599 SPDR S&P BIOTECH ETF 68630 72048 SUNCOR ENERGY INC 52675 71360 T-MOBILE US INC 84736 239934 TELEDYNE TECH INC 61098 66371 TEXAS INSTRUMENTS INC 37732 37877 THE BLACKSTONE GROUP INC CL A 94463 299494 THE COCA-COLA CO 28978 32687 THERMO FISHER SCIENTIFIC INC 137199 170115 TJX COMPANIES INC 31278 57143 U G I CP 30771 30460 UBER 90266 106344 UDR INC 12456 13674 UNION PACIFIC 114183 213902 UNITED RENTALS INC 29329 30291 UNITEDHEALTH GROUP INC 17646 17705 VENTAS INC 15204 14310 VERTEX PHARMCTLS INC 52459 60405 VISA INC 9839 15802 WAL-MART STORES INC 20334 76798 WALT DISNEY HOLDINGS CO 31426 33405 WELLS FARGO & CO 52540 108872 WELLTOWER INC. 16644 26844 WEYERHAEUSER CO 7366 6418 636056 634689 VAN BIEMA MASTERS FUND, LP - S 461313 468097 Administrative Fees 31155 31155 Bank Charges 101 101 K-1 Exp VAN BIEMA MASTERS FUND 9538 9533 Postage/Delivery Service 105 105 State or Local Filing Fees 750 750 K-1 Inc/Loss VAN BIEMA MASTERS FUND, LP - SER 1 I 12683 14419 Class Action Lawsuit Proceeds 613 613 Federal Tax Refund 500 Administration of Foundation 16000 16000 Investment Management Services 117851 117851 990-PF Estimated Tax for 2024 22200 990-PF Excise Tax for 2023 779 990-PF Extension for 2023 500 Foreign Tax Paid 479 479 State Income Tax 2023 250