Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Kupferberg Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

11-6008915
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,975,286J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,249 2,249  
4 Dividends and interest from securities... 226,698 226,698  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 286,360
b Gross sales price for all assets on line 6a 2,987,260
7 Capital gain net income (from Part IV, line 2)... 256,367
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,764 4,251  
12 Total. Add lines 1 through 11........ 520,071 489,565  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,144 0 0 10,144
c Other professional fees (attach schedule).... Click to see attachment 112,334 94,334   18,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,084 484    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,181 7,680   24,491
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 157,743 102,498 0 52,635
25 Contributions, gifts, grants paid....... 728,800 728,800
26 Total expenses and disbursements. Add lines 24 and 25 886,543 102,498 0 781,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -366,472
b Net investment income (if negative, enter -0-) 387,067
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 985    
2 Savings and temporary cash investments......... 756,877 379,522 379,522
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment224,871 231,348
b Investments—corporate stock (attach schedule)....... 5,394,642 Click to see attachment6,566,617 10,967,116
c Investments—corporate bonds (attach schedule)....... 2,340,488 Click to see attachment977,579 1,001,552
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 390,296 Click to see attachment368,227 395,748
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,883,288 8,516,816 12,975,286
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 8,883,288 8,516,816
29 Total net assets or fund balances (see instructions)..... 8,883,288 8,516,816
30 Total liabilities and net assets/fund balances (see instructions). 8,883,288 8,516,816
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,883,288
2
Enter amount from Part I, line 27a .....................
2
-366,472
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,516,816
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,516,816
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,987,260   2,739,419 247,841
b       8,526
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       247,841
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 256,367
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,380
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,380
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,380
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 18,931
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,931
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,551
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,400 RefundedBullet 11 8,151
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Mark KupferbergClick to see attachment Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Martin KupferbergClick to see attachment Trustee, Pres
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Saul KupferbergClick to see attachment Trustee, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Seth KupferbergClick to see attachment Trustee, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Neuberger Berman Investment Mgmt 90,762
    1290 avenue of the americas
    NEW YORK,NY101040001
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,977,517
    b
    Average of monthly cash balances.......................
    1b
    705,999
    c
    Fair market value of all other assets (see instructions)................
    1c
    395,748
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,079,264
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,079,264
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    181,189
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,898,075
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    594,904
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    594,904
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,380
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,380
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    589,524
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    589,524
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    589,524
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    781,435
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    781,435
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    781,435
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 589,524
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 139,477
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 781,435
    a Applied to 2019, but not more than line 2a 139,477
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 589,524
    e Remaining amount distributed out of corpus 52,434
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 52,434
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		52,434
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 52,434
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF
    55 EAST 59TH ST 14TH FLOOR
    NEW YORK,NY10022     		N/A PC For the The Gellman-Lasser Fund for Medical and BIOMEDICAL RESEARCH AND INNOVATION 5,000
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY10158     		N/A PC for the NY Region 15,000
    BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL
    65-30 KISSENA BLVD SU 206
    FLUSHING,NY11367     		N/A PC General & Unrestricted 1,800
    CALVARY HOSPITAL INC
    1740 EASTCHESTER RD
    BRONX,NY10461     		N/A PC General & Unrestricted 5,000
    FOUNDATION FIGHTING BLINDNESS INC
    6925 OAKLAND MILLS RD 701
    COLUMBIA,MD21045     		N/A PC General & Unrestricted 10,000
    LOUIS ARMSTRONG HOUSE MUSEUM
    3456 107TH ST
    CORONA,NY11368     		N/A PC Charitable Event 5,000
    LOUIS ARMSTRONG HOUSE MUSEUM
    3456 107TH ST
    CORONA,NY11368     		N/A PC General & Unrestricted 5,000
    MATAN INC
    520 8TH AVENUE 15TH FLOOR
    NEW YORK,NY10018     		N/A PC General & Unrestricted 10,000
    NASSAU COUNTY MUSEUM OF ART
    1 MUSEUM DR
    ROSLYN HARBOR,NY11576     		N/A PC General & Unrestricted 10,000
    NEW YORK HALL OF SCIENCE
    47-01 111TH ST
    CORONA,NY11368     		N/A PC Campaign for Tomorrow 150,000
    NEW YORK HALL OF SCIENCE
    47-01 111TH ST
    CORONA,NY11368     		N/A PC Gala fund; President's & Vice-Chair Council; president's Council; and KEPCO Corporate Partnership fund 78,000
    NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION
    480 OLD WESTBURY RD
    ROSLYN HTS,NY11577     		N/A PC General & Unrestricted 75,000
    NORTHWELL HEALTH FOUNDATION
    2000 MARCUS AVE 2ND FL
    NEW HYDE PARK,NY11042     		N/A PC General & Unrestricted 75,000
    QUEENS BOTANICAL GARDEN SOCIETY INC
    4350 MAIN ST
    FLUSHING,NY11355     		N/A PC Kupferberg Yellow Rose sponsorship fund 15,000
    QUEENS COLLEGE FOUNDATION INC
    6530 KISSENA BLVD
    FLUSHING,NY11367     		N/A PC Physics Department; and Max & Selma Kupferberg Center for the Visual and Performing Arts to support the Colden Auditorium performances 90,000
    QUEENS COLLEGE FOUNDATION INC
    6530 KISSENA BLVD
    FLUSHING,NY11367     		N/A PC General & Unrestricted 25,000
    QUEENS MUSEUM OF ART NEW YORK CITY BUILDING
    NYC BLDG FLUSHING MEADOW CORONA PAR
    QUEENS,NY11368     		N/A PC General & Unrestricted 25,000
    QUEENS THEATRE IN THE PARK INC
    14 UNITED NATIONS AVE S
    QUEENS,NY11368     		N/A PC General & Unrestricted 15,000
    QUEENSBOROUGH COMMUNITY COLLEGE FUND INC
    222-05 56TH AVE SUITE A-504
    BAYSIDE,NY11364     		N/A PC Harriet & Kenneth Kupferberg Holocaust Center 40,000
    SAMUEL FIELD YM & YWHA INC
    5820 LITTLE NECK PKWY
    LITTLE NECK,NY11362     		N/A PC General & Unrestricted 5,000
    SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC
    25 BROADWAY 18TH FL
    NEW YORK,NY10004     		N/A PC General & Unrestricted 15,000
    SID JACOBSON JEWISH COMMUNITY CENTER INC
    300 FOREST DR
    EAST HILLS,NY11548     		N/A PC General & Unrestricted 10,000
    SOLOMON SCHECHTER SCHOOL OF MANHATTAN
    805 COLUMBUS AVE
    NEW YORK,NY10025     		N/A PC general support 40,000
    VISITING NURSE SERVICE OF NEW YORK
    107 EAST 70TH ST 5TH FLOOR
    NEW YORK,NY10021     		N/A SO III FI General & Unrestricted 2,000
    WNET
    825 8TH AVENUE
    NEW YORK,NY10019     		N/A PC General & Unrestricted 2,000
    Total .................................bullet 3a 728,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,249  
    4 Dividends and interest from securities....     14 226,698  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		525990 1,053 18 285,307  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -64 14 4,760  
    bCLASS ACTION LAWSUITE PROCEEDS     01 68  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 989 519,082  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    520,071
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax Return Preparation/Review 10,144     10,144

    TY 2020 CompensationExplanation
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Person Name Explanation
    Mark Kupferberg * Mark Kupferberg, secretary of the Kupferberg Foundation (the "Foundation"), is a shareholder at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients.
    Martin Kupferberg * Martin Kupferberg, Trustee and President of the Kupferberg Foundation (the "Foundation"), is President at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients.
    Saul Kupferberg * Saul Kupferberg, Trustee and Treasurer of The Kupferberg Foundation (the "Foundation"), is a board member at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients.
    Seth Kupferberg * Seth Kupferberg, trustee and vice president of the Kupferberg Foundation (the "Foundation"), is a shareholder at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 GeneralExplanationAttachment
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Identifier Return Reference Explanation
    1 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): $285,307 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1,053 TOTAL PART I, LINE 6A: $286,360 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $2,987,260 BOOK BASIS: $2,710,479 NET GAIN/(LOSS): $276,781 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $8,526

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M CO MTN - 2.250% - 03/15/202 4,997 5,222
    AIR PRODUCTS AND CHEMICALS - 1 10,441 10,423
    ALLSTATE CORP - 2.591% - 03/29 25,195 25,207
    AMERICAN ELEC PWR - 0.000% - 1 25,000 25,037
    AMERICAN HONDA FIN - 1.822% - 24,848 25,001
    AMERICAN HONDA FIN CORP - 1.20 10,203 10,234
    AMERICAN TOWER CORP - 2.400% - 25,355 26,578
    AMGEN INC NOTE - 2.650% - 05/1 34,736 36,051
    ANALOG DEVICES INC - 2.500% - 4,999 5,090
    AON CORP - 2.200% - 11/15/2022 25,024 25,838
    APPLE INC - 0.750% - 05/11/202 24,932 25,298
    BMW BK NORTH AMER - 0.300% - 0 34,894 35,132
    BOSTON SCIENTIFIC CORP - 1.900 24,988 26,255
    BOSTON SCIENTIFIC CORP - 3.450 10,188 10,833
    CELGENE CORP - 2.750% - 02/15/ 24,726 26,097
    COCA-COLA CO - 3.200% - 11/01/ 5,023 5,421
    CORNING INC - 2.900% - 05/15/2 10,143 10,287
    EBAY INC NOTE - 2.600% - 07/15 49,592 51,462
    GILEAD SCIENCES INC - 0.000% - 25,000 25,069
    GLAXOSMITHKLINE CAP PLC NOTE - 25,040 25,029
    HOME DEPOT INC - 2.700% - 04/0 10,181 10,488
    INTUIT NOTE - 0.650% - 07/15/2 10,071 10,084
    JOHN DEERE CAPITAL CORP - 2.65 10,160 10,741
    JOHNSON &JOHNSON - 2.250% - 03 4,986 5,109
    JP MORGAN CHASE - 5.300% - 12/ 10,167 9,967
    JPMORGAN CHASE & CO PERP-R NT 74,999 79,499
    KIMBERLY CLARK CORP - 2.400% - 5,031 5,124
    KIMBERLY-CLARK CORP - 1.050% - 5,066 5,068
    MCDONALDS CORP - 1.450% - 09/0 10,358 10,343
    MCDONALDS CORP - 3.350% - 04/0 24,739 26,630
    MICROSOFT CORP - 2.650% - 11/0 10,049 10,416
    MONDELEZ INTL INC - 2.125% - 0 10,432 10,387
    NYIDIA CORP - 2.200% - 09/16/2 49,730 50,608
    ORACLE CORP NOTE CALL - 1.900% 4,913 5,050
    PAYPAL HLDGS INC - 2.400% - 10 25,091 26,716
    PEPSICO INC - 2.128% - 05/02/2 24,973 25,097
    PROCTER AND GAMBLE CO - 2.150% 54,668 56,725
    ROCKWELL COLLINS - 3.100% - 11 24,954 25,430
    ROYAL BK CDA - 0.000% - 10/26/ 25,000 25,094
    SEMPRA ENERGY - 1.191% - 03/15 24,967 25,016
    STARBUCKS CORP - 2.700% - 06/1 9,966 10,319
    STRYKER CORP NOTE - 2.625% - 0 9,998 10,018
    STRYKER CORPORATION - 0.600% - 24,978 25,039
    TOYOTA MTR CR CORP MTN - 0.500 10,035 10,051
    U.S. BANCORP PERP - 5.125% - 1 5,313 4,988
    UNITED PARCEL SERVICE - 2.350% 4,993 5,134
    VERIZON COMMUNICATIONS INC NOT 10,032 10,079
    WALT DISNEY COMPANY - 1.750% - 10,353 10,429
    WELLS FARGO CO - 3.069% - 01/2 10,127 10,285
    ZIMMER BIOMET - 2.914% - 03/19 11,002 11,000
    ZOETIS INC - 2.135% - 08/20/20 24,923 25,054

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIR PRODS & CHEM INC 81,336 102,458
    AIRBUS GROUP 48,797 38,248
    ALEXION PHARMACEUTICALS, INC 25,561 35,154
    ALIBABA GROUP HOLDING LTD 38,305 43,055
    ALPHABET INC CL A 9,604 78,869
    ALPHABET INC CL C 138,939 303,074
    AMAZON COM 127,334 214,956
    AMERICAN ELECTRIC POWER INC 17,576 23,232
    AMERICAN HOMES 4 RENT 12,258 23,130
    AMERICAN TOWER REIT INC 16,234 46,014
    AMETEK INC 12,981 18,141
    ANALOG DEVICES INC 81,849 130,741
    ANTHEM INC 46,175 141,601
    AON PLC CL A 121,036 153,171
    APPLE INC 131,104 507,671
    APTIV PLC 16,311 33,224
    ASHLAND GLOBAL HOLDINGS 22,533 23,760
    ASML HOLDING NV NY REG SHS 57,591 270,684
    ASSURANT INC 19,163 81,732
    BANK OF AMERICA CORP 41,479 50,769
    BERKSHIRE HATHAWAY INC. CLASS 194,754 301,430
    BEST BUY INC 12,012 17,463
    BOSTON SCIENTIFIC 40,798 44,039
    BROOKFIELD ASSET MANAGEMENT CL 13,327 34,337
    CABOT OIL & GAS CORP 134,720 91,168
    CARLYLE GROUP 28,332 40,872
    CATERPILLAR INC 67,308 91,010
    CIGNA CORPORATION 171,912 202,976
    CISCO SYSTEMS INC 28,067 29,043
    COMCAST CORP 26,561 38,462
    COOPER COMPANIES INC 15,356 19,983
    CORNING INC 6,395 10,800
    COSTCO WHOLESALE CORPORATION 3,777 9,420
    CROWN CASTLE INTL 19,224 30,724
    CSX CORP 43,213 158,813
    D R HORTON 51,367 134,394
    DANAHER CORP 10,587 18,882
    DIGITAL RLTY TR INC 10,895 13,532
    DOMINION ENERGY INC 49,782 48,880
    DOUGLAS EMMETT INC 11,240 11,672
    EATON CORP PLC 70,251 90,105
    ENTERGY CORP 10,173 9,984
    EOG RESOURCES INC 28,566 23,339
    EQUINIX, INC 13,088 25,710
    EQUITY LIFESTYLE PRP 13,736 27,878
    EQUITY RESIDENTIAL PPTYS TR 16,156 18,377
    ESSEX PRTY TR INC 15,982 16,619
    FACEBOOK INC 7,784 13,658
    FISERV INC 27,993 31,312
    FLIR SYSTEMS INC 54,904 56,979
    GLOBE LIFE INC 25,090 28,583
    GOLDMAN SACHS GROUP 139,455 214,132
    HEALTHCARE TRUST OF AMERICA IN 8,532 8,951
    HEALTHPEAK PROPERTIES INC 15,486 12,576
    HILL-ROM HOLDINGS, INC 21,359 21,651
    HOME DEPOT INC 94,091 179,294
    HONEYWELL INTL 28,473 148,890
    ICU MEDICAL, INC 25,985 32,174
    ISHARES GOLD TRUST 97,336 105,154
    JACOBS ENGINEERING GP 14,061 31,272
    JOHNSON & JOHNSON 34,527 102,297
    JP MORGAN CHASE 230,400 444,744
    JP MORGAN SHORT DURATION BOND 128,586 130,101
    JP MORGAN STRATEGIC INCOME OPP 186,530 186,419
    JPMORGAN GLOBAL BOND OPPORTUNI 221,840 227,699
    JPMORGAN INCOME BUILDER-SEL 99,836 111,200
    JPMORGAN MANAGED INCOME FUND I 226,217 226,669
    KRATOS DEFENSE & SECURITY SOLU 34,113 35,659
    L3HARRIS TECHNOLOGIES 67,263 77,687
    LAM RESEARCH CORP 5,468 9,445
    LEIDOS HOLDINGS INC 17,449 37,738
    LENNAR CORP 112,761 202,010
    MCDONALD'S CORP 73,040 89,051
    MICROSOFT CORP 125,851 764,234
    MID-AMERICA APT COMMUNITIES IN 18,160 22,171
    MONDELEZ INTERNATIONAL INC 41,602 51,220
    MOTOROLA SOLUTIONS INC 97,873 148,803
    NATIONAL RETAIL PROPERTIES INC 16,599 14,527
    NEW YORK COMNTY BANCORP INC 119,413 400,023
    NEXTERA ENERGY PARTNERS LP 12,220 35,604
    NEXTERA ENERGY, INC 72,195 101,529
    NORFOLK SOUTHERN CORP 10,513 11,881
    NORTHROP GRUMMAN CORP 62,922 60,944
    NOVARTIS AG ADR 32,775 36,167
    O'REILLY AUTOMOTIVE INC 20,795 22,629
    OCCIDENTAL PETROLEUM CORP 60,574 77,895
    OCCIDENTAL PETROLEUM WARRANTS   3,827
    ORACLE CORP 50,704 109,520
    PG & E CORP 26,969 27,387
    PIONEER NAT RES CO 117,647 74,029
    PPG INDUSTRIES INC 19,926 28,844
    PROCTER GAMBLE CO 11,402 17,393
    PROGRESSIVE CORP OHIO 96,695 118,656
    PROLOGIS 17,136 28,403
    PUBLIC STORAGE INC 8,636 19,629
    QUANTA SVCS INC 17,686 39,251
    RAYTHEON TECHNOLOGIES CORP 49,833 46,482
    REGENCY CENTERS CORP 15,363 10,212
    REGENERON PHARMACEUTICALS INC 9,930 9,662
    REXFORD INDUSTRIAL REALTY INC 8,519 13,505
    RIO TINTO PLC SPONSORED ADR 71,652 86,503
    ROGERS COMM CL B 27,180 26,417
    SAILPOINT TECHNOLOGIES 71,560 170,368
    SIMON PPTY GROUP INC 17,730 15,180
    SKYWORKS SOLUTIONS, INC 10,654 11,466
    SL GREEN REALTY CORP 15,207 11,261
    SPDR GOLD SHARES 16,207 17,836
    STARBUCKS CORP COM 9,407 13,373
    STRYKER CORPORATION 11,298 14,702
    SUNCOR ENERGY INC 67,161 42,789
    T-MOBILE US INC 85,481 156,426
    THE BLACKSTONE GROUP INC CL A 76,013 106,937
    THE COCA-COLA CO 15,916 17,823
    THERMO FISHER SCIENTIFIC INC 34,269 56,825
    TRAVELERS COMPANIES INC 20,139 66,676
    TRI POINTE HOMES INC COM 7,342 7,590
    UNION PACIFIC 43,149 327,946
    UNITED RENTALS INC 2,593 5,798
    UNITEDHEALTH GROUP INC 113,409 175,340
    USD CYRUSONE INC 11,633 13,606
    VERIZON COMMUNICATIONS 60,694 61,688
    VISA INC 11,272 21,873
    VISTRA ENERGY CORP 60,964 54,832
    VMWARE INC 31,599 30,997
    WAL-MART STORES INC 86,121 172,980
    WALT DISNEY HOLDINGS CO 96,370 132,261
    WELLS FARGO & CO 52,540 46,779
    WELLTOWER INC. 12,264 11,632
    WEYERHAEUSER CO 15,568 16,933
    ZEBRA TECHNOLOGIES CORP 68,786 96,083
    ZIMMER BIOMET HOLDINGS 28,177 36,828

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    US Government Securities - End of Year Book Value:

    224,871
    US Government Securities - End of Year Fair Market Value:

    231,348
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VAN BIEMA GLOBAL VALUE FUND, L   368,227 395,748

    TY 2020 OtherExpensesSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 23,676     23,676
    Bank Charges 3 3    
    K-1 Exp VAN BIEMA GLOBAL VALUE 7,687 7,677    
    Postage/Delivery Service 65     65
    State or Local Filing Fees 750     750


    TY 2020 OtherIncomeSchedule2
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, LP-1 4,696 4,183  
    Class Action Lawsuit Proceeds 68 68  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administration of Foundation 18,000     18,000
    Investment Management Services 94,334 94,334    


    TY 2020 TaxesSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 2,600      
    Foreign Tax Paid 484 484