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
Jesse and Joan Kupferberg Family 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

06-1636088
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$10,019,728J 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) 10
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,492 1,492  
4 Dividends and interest from securities... 242,823 242,823  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -48,456
b Gross sales price for all assets on line 6a 2,461,723
7 Capital gain net income (from Part IV, line 2)... 32,915
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 6,271 5,146  
12 Total. Add lines 1 through 11........ 202,140 282,376  
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 10,280 0 0 10,280
c Other professional fees (attach schedule).... Click to see attachment 46,800 43,800   3,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,882 282    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,419     2,419
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 37,624 15,210   21,390
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 109,005 59,292 0 37,089
25 Contributions, gifts, grants paid....... 496,050 496,050
26 Total expenses and disbursements. Add lines 24 and 25 605,055 59,292 0 533,139
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -402,915
b Net investment income (if negative, enter -0-) 223,084
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.............      
2 Savings and temporary cash investments......... 815,573 354,379 354,379
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)      
b Investments—corporate stock (attach schedule)....... 3,215,193 Click to see attachment5,731,866 6,948,191
c Investments—corporate bonds (attach schedule)....... 3,845,813 Click to see attachment323,052 339,991
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,323,075 Click to see attachment2,387,442 2,377,167
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) 9,199,654 8,796,739 10,019,728
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 9,199,654 8,796,739
29 Total net assets or fund balances (see instructions)..... 9,199,654 8,796,739
30 Total liabilities and net assets/fund balances (see instructions). 9,199,654 8,796,739
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
9,199,654
2
Enter amount from Part I, line 27a .....................
2
-402,915
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,796,739
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
8,796,739
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 2,461,723   2,447,022 14,701
b       18,214
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       14,701
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 32,915
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 3,101
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 3,101
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 3,101
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 19,653
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 19,653
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 16,552
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,200 RefundedBullet 11 13,352
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
    Liane CarterClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Marc CarterClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Martin KupferbergClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Susan J LorinClick to see attachment Trustee
    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
     
    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
    7,183,302
    b
    Average of monthly cash balances.......................
    1b
    534,283
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,209,169
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,926,754
    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
    9,926,754
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    148,901
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,777,853
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    488,893
    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
    488,893
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,101
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,101
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    485,792
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    485,792
    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
    485,792
    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
    533,139
    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
    533,139
    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
    533,139
    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 7 485,792
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 497,471
    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$ 533,139
    a Applied to 2019, but not more than line 2a 497,471
    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..... 35,668
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		450,124
    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 ......     		0
    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.... 0
    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 CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004     		N/A PC General & Unrestricted 30,000
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY10158     		N/A PC in support of the NY Region 40,000
    AUTISM SCIENCE FOUNDATION
    3 CONTINENTAL RD
    SCARSDALE,NY10583     		N/A PC General & Unrestricted 30,000
    BRANDEIS UNIVERSITY
    60 TURNER ST
    WALTHAM,MA02453     		N/A PC Springboard Investment Plan 75,000
    BRANDEIS UNIVERSITY
    60 TURNER ST
    WALTHAM,MA02453     		N/A PC Brandeis Hillel FUND AND jesse AND JOAN KUPFERBERG SCHOLARSHIP FUND 15,000
    CARLETON COLLEGE
    1 N COLLEGE ST
    NORTHFIELD,MN55057     		N/A PC Class of 74 Alumni Fund 1,000
    CITIZENS UNITED FOR RESEARCH IN EPILEPSY
    PO BOX 10572
    CHICAGO,IL60610     		N/A PC General & Unrestricted 15,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,800
    FOUNDATION FOR EDUCATING CHILDREN WITH AUTISM INC
    PO BOX 813
    MOUNT KISCO,NY10549     		N/A PC Charitable Event 10,000
    HIAS INC
    411 5TH AVE 10TH FL
    NEW YORK,NY10016     		N/A PC General & Unrestricted 6,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 1,000
    MATAN INC
    520 8TH AVENUE 15TH FLOOR
    NEW YORK,NY10018     		N/A PC General & Unrestricted 25,000
    MET COUNCIL HOME CARE SERVICES INC
    77 WATER ST 26TH FLOOR
    NEW YORK,NY10005     		N/A PC General & Unrestricted 3,600
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 7569
    NEW YORK CITY,NY10150     		N/A PC General & Unrestricted 5,000
    NEW YORK COMMON PANTRY
    8 E 109TH ST
    NEW YORK,NY10029     		N/A PC Congregation Or Zarua annual sponsorship FUND 5,400
    NEW YORK GILBERT & SULLIVAN PLAYERS INC
    225 W 99TH ST
    NEW YORK,NY10025     		N/A PC General & Unrestricted 1,000
    NEW YORK HALL OF SCIENCE
    47-01 111TH ST
    CORONA,NY11368     		N/A PC NYSCI Early Childhood Autism Access Project 50,000
    NEW YORK TIMES NEEDIEST CASES FUND
    620 8TH AVE
    NEW YORK,NY10018     		N/A PC General & Unrestricted 1,500
    NEXT FOR AUTISM INC
    1430 BROADWAY 8TH FL
    NEW YORK,NY10018     		N/A PC Charitable Event 15,000
    NICHOLAS CENTER LTD
    382 MAIN ST
    PORT WASHINGTON,NY11050     		N/A PC Westchester Expansion fund 1,000
    NICHOLAS CENTER LTD
    382 MAIN ST
    PORT WASHINGTON,NY11050     		N/A PC Westchester Capital Campaign 50,000
    NYU LANGONE HOSPITALS
    550 1ST AVE
    NEW YORK,NY10016     		N/A PC Charitable Event 5,000
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 5,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 15,000
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 5,000
    RAMAPO FOR CHILDREN INC
    49 W 38TH ST 5TH FL
    NEW YORK,NY10018     		N/A PC Camp Scholarship fund for Developmentally Disabled children 5,000
    RAMAPO FOR CHILDREN INC
    49 W 38TH ST 5TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 7,500
    RAMAPO FOR CHILDREN INC
    49 W 38TH ST 5TH FL
    NEW YORK,NY10018     		N/A PC Charitable Event 10,000
    SCARSDALE VOLUNTEER AMBULANCE CORPS INC
    PO BOX 92
    SCARSDALE,NY10583     		N/A PC General & Unrestricted 1,000
    SOLOMON SCHECHTER SCHOOL OF MANHATTAN
    805 COLUMBUS AVE
    NEW YORK,NY10025     		N/A PC general support 30,000
    SOLOMON SCHECHTER SCHOOL OF MANHATTAN
    805 COLUMBUS AVE
    NEW YORK,NY10025     		N/A PC Charitable Event 10,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 3,000
    SUNRISE MOVEMENT EDUCATION FUND
    50 F ST NW STE 700
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    WESTCHESTER REFORM TEMPLE
    255 MAMARONECK RD
    SCARSDALE,NY10583     		N/A PC Hungry and Homeless Fund 250
    WHITE PLAINS HOSPITAL MEDICAL CENTER
    41 E POST RD
    WHITE PLAINS,NY10601     		N/A PC Charitable Event 1,000
    YELLOWHAMMER FUND
    PO BOX 1565
    TUSCALOOSA,AL35403     		N/A PC General & Unrestricted 5,000
    YES SHE CAN INCORPORATED
    35 HUBBARD DR
    WHITE PLAINS,NY10605     		N/A PC Charitable Event 10,000
    Total .................................bullet 3a 496,050
    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 1,492  
    4 Dividends and interest from securities....     14 242,823  
    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 1,260 18 -49,716  
    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 433 14 5,812  
    bCLASS ACTION LAWSUIT PROCEEDS     01 26  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,693 200,437  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    202,130
    (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:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 1,000     1,000
    Tax Return Preparation/Review 9,280     9,280

    TY 2020 CompensationExplanation
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Person Name Explanation
    Martin Kupferberg * Martin Kupferberg, Trustee of Jesse and Joan Kupferberg Family 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 $3,000 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:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    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:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    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): $(49,716) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1,260 TOTAL PART I, LINE 6A: $(48,456) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $2,461,723 BOOK BASIS: $2,529,653 NET GAIN/(LOSS): $(67,930) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $18,214

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP - 5.950% - 12/31/204 100,196 109,250
    GOLDMAN SACHS - 5.375% - 12/31 101,168 99,750
    JPMORGAN CHASE & CO PERP-R NT 75,000 79,500
    TWITTER INC BOND - 0.010% - 09 23,563 25,451
    VISHAY INTERTECHNOLOGY INC - 2 23,125 26,040

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIR PRODS & CHEM INC 22,664 33,606
    ALEXANDRIA REAL ESTATE EQUITIE 21,253 31,189
    ALIBABA GROUP HOLDING LTD 8,540 9,542
    ALPHABET INC CL C 30,117 57,812
    AMAZON COM 34,630 58,625
    AMEREN CORPORATION 20,440 27,321
    AMERICAN ELECTRIC POWER INC 19,775 20,818
    AMERICAN NATIONAL GROUP INC 114,454 87,277
    AMERICAN TOWER REIT INC 7,759 19,079
    AMERICOLD REALTY TRUST 16,508 17,732
    AMGEN INC 3,077 3,679
    ANALOG DEVICES INC 18,013 29,546
    AON PLC CL A 14,718 63,381
    APPLE INC 21,508 68,999
    ASSURANT INC 4,273 15,665
    ASTRAZENECA 19,679 27,495
    AT&T, INC 14,821 12,942
    AUTOLIV INC 75,052 167,253
    BANK OF AMERICA CORP 14,486 19,702
    BEST BUY INC 9,966 17,463
    BLACKROCK HIGH YIELD BOND PORT 70,000 73,789
    BLACKROCK INC 22,859 42,571
    BOOKING HOLDINGS INC 9,146 11,136
    BRISTOL-MYERS SQUIBB CO 27,497 33,434
    BROADCOM INC 12,102 19,703
    CARLYLE GROUP 4,934 7,074
    CATERPILLAR INC 19,938 27,303
    CENTERPOINT ENERGY 18,938 23,804
    CHENIERE ENERGY INC 10,466 11,406
    CHEVRON CORP 6,375 6,334
    CHUBB LIMITED 20,463 26,936
    CIGNA CORPORATION 14,558 15,614
    CITIGROUP INC 15,747 16,648
    CME GROUP, INC 17,014 18,205
    COHEN & STEERS PREFRRD SECS & 151,800 160,369
    CORESITE REALTY CORPORATION 13,816 15,660
    CORNING INC 21,451 23,400
    CROWN CASTLE INTL 16,676 24,356
    CSX CORP 7,072 9,529
    CVS CAREMARK CORP 22,799 23,905
    D R HORTON 7,848 20,676
    DIGITAL RLTY TR INC 8,369 9,068
    DOMINION ENERGY INC 18,521 18,800
    DRAFTKINGS 2,431 6,518
    EATON CORP PLC 23,893 31,597
    ELI LILLY & CO 5,596 6,754
    EMERSON ELECTRIC CO 10,720 12,377
    ENTERGY CORP 9,006 7,788
    EQUINIX, INC 16,116 24,996
    EQUITY LIFESTYLE PRP 8,536 11,088
    FACEBOOK INC 2,607 6,010
    FIDELITY NATIONAL INFORMATION 13,263 13,722
    FIFTH THIRD BANCORP 14,170 16,128
    FIRST PLACE FINANCIAL CORP 34,394  
    GENERAL MOTORS 8,938 8,328
    GUGGENHEIM MACRO OPPORTUNITIES 119,959 125,065
    HOME DEPOT INC 35,662 48,608
    INTERCONTINENTAL EXCHANGE, INC 10,859 21,329
    INVESCO EMERGING MARKETS SOVER 14,048 14,189
    INVESCO PREFERRED ETF 9,045 9,461
    ISHARES 20+ YR TREAS BD 19,732 21,924
    ISHARES BARCLAYS MBS BOND FUND 122,237 124,337
    ISHARES BARCLAYS TIPS BOND FUN 21,052 23,232
    ISHARES CORE MSCI EAFE ETF 187,080 201,811
    ISHARES CORE MSCI EMERGING MAR 36,714 48,577
    ISHARES IBOXX $ INVESTMENT GRA 51,136 59,948
    ISHARES TRUST RUSSELL 2000 VAL 22,342 25,033
    JOHNSON & JOHNSON 45,052 51,935
    JP MORGAN 6.10% PFD G 100,000 103,000
    JP MORGAN CHASE 57,178 78,148
    JP MORGAN INTREPID EUROPEAN FU 116,709 127,849
    JP MORGAN STRATEGIC INCOME OPP 435,097 434,883
    JPMORGAN GLOBAL BOND OPPORTUNI 400,166 413,733
    JPMORGAN MANAGED INCOME FUND I 119,616 119,676
    KELLOGG CO 22,531 21,781
    KINDER MORGAN INC 23,210 18,263
    KRATOS DEFENSE & SECURITY SOLU 13,009 16,458
    L3HARRIS TECHNOLOGIES 12,340 11,341
    LANDMARK BANCORP INC 162,872 270,200
    LEGGETT PLATT INC 15,412 19,935
    LENNAR CORP 7,195 13,340
    LOCKHEED MARTIN CORP 30,920 34,078
    MARKET VECTORS ETF TR FALLEN A 6,594 7,287
    MASTERCARD INC 4,724 19,632
    MCDONALD'S CORP 15,216 19,741
    MEDTRONIC PLC 39,308 45,450
    MERCK & CO INC 5,790 6,135
    MICROSOFT CORP 34,579 125,890
    MOTOROLA SOLUTIONS INC 17,931 22,618
    NEW YORK COMNTY BANCORP INC 168,595 116,862
    NEWMONT GOLDCORP CORPORATION 16,854 14,973
    NEXTERA ENERGY, INC 43,002 72,830
    NOVARTIS AG ADR 15,837 16,525
    NUTRIEN LTD 16,212 16,085
    OCCIDENTAL PETROLEUM CORP 127,490 40,402
    OCCIDENTAL PETROLEUM WARRANTS   1,982
    ORACLE CORP 6,047 14,555
    PAYCHEX 20,950 30,284
    PEMBINA PIPELINE CORP CANADA 15,374 11,239
    PEPSICO INC 2,262 2,966
    PIMCO INCOME FUND P CLASS 150,000 151,943
    PIMCO INVESTMENT GRADE CORPORA 100,398 102,296
    PNC FINANCIAL GROUP INC 23,179 22,350
    PROCTER GAMBLE CO 27,436 31,724
    PROLOGIS 22,635 34,881
    RAYTHEON TECHNOLOGIES CORP 10,226 11,442
    REALTY INCOME CORP 9,749 7,958
    REGENERON PHARMACEUTICALS INC 12,387 9,662
    RIO TINTO PLC SPONSORED ADR 15,397 24,447
    ROYAL BANK OF CANADA 14,422 15,920
    SALESFORCE.COM 9,015 11,572
    SCH ST US TRSR ETF 20,809 21,070
    SERVICE CP INTL 6,115 12,275
    SERVICE NOW 9,017 11,009
    SIEMENS AG 14,530 14,358
    SPDR BARCLAYS CAPITAL 1-3 MONT 27,481 27,456
    SPDR GOLD SHARES 16,253 19,620
    SUNRUN INC 1,494 11,795
    T-MOBILE US INC 32,251 54,614
    TAIWAN SEMICONDUCTOR MFG CO LT 16,669 43,616
    TARGET CORPORATION 4,705 9,356
    TELUS CORP 15,889 17,820
    TEXAS INSTRUMENTS INC 26,356 34,467
    THE BLACKSTONE GROUP INC CL A 28,866 44,071
    THE COCA-COLA CO 8,503 9,597
    THERMO FISHER SCIENTIFIC INC 6,443 10,713
    TJX COMPANIES INC 8,044 10,244
    TRAVELERS COMPANIES INC 4,015 11,230
    TRUIST FINANCIAL CORPORATION 11,386 12,749
    UBER 8,124 12,750
    UNILEVER PLC AMER 21,135 21,126
    UNION PACIFIC 13,833 18,740
    UNITED PARCEL SERVICE 9,833 14,482
    VALERO ENERGY CORP 16,243 14,143
    VANGUARD GROWTH ETF 190,526 332,128
    VANGUARD INT TRM BD 42,167 45,404
    VANGUARD INTERMEDIATE TERM COR 32,860 35,845
    VANGUARD SHORT TERM CORPORATE 58,224 61,022
    VANGUARD SMALL-CAP GROWTH ETF 29,211 51,926
    VANGUARD SMALL-CAP VALUE ETF 26,657 33,419
    VANGUARD VALUE ETF 251,173 321,786
    VERISK ANALYTICS, INC 4,997 16,607
    VERIZON COMMUNICATIONS 26,560 30,256
    VIRGIN GALACTIC HOLDINGS 4,833 7,119
    VIRTU FINANCIAL INC 25,542 26,429
    VISTRA ENERGY CORP 4,871 3,932
    WAL-MART STORES INC 4,367 6,198
    WALT DISNEY HOLDINGS CO 15,837 21,017
    WASTE CONNECTIONS 12,543 14,360
    WATSCO INC 14,534 22,655
    WEC ENERGY GROUP, INC 16,978 23,008
    WESTPAC BANKING CP 273,158 361,101
    WILLIAMS COS 15,004 11,028
    XTRACKERS USD HIGH YIELD CORPO 6,954 7,163
    ZOETIS INC 4,302 16,550

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE GSO PRIVATE INVESTO   109,428 8,514
    BLACKSTONE GSO SECURED LENDING   455,000 451,106
    BLACKSTONE REAL ESTATE INC TRU   525,018 525,758
    GIF IV PRIVATE INVESTORS OFFSH   112,544 17,540
    GSO PRIVATE INVESTORS OFFSHORE   109,616 47,041
    LEP XVI (LANDMARK) PRIVATE INV   369,023 512,255
    NB SELECT OPP FUND II LP   124,935 170,396
    NB SELECT OPP FUND III LP   140,018 169,660
    VAN BIEMA GLOBAL VALUE FUND, L   441,860 474,897

    TY 2020 OtherExpensesSchedule
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 20,640     20,640
    Bank Charges 277 277    
    K-1 EXP NB SELECT OPP FUND II 2,278 2,269    
    K-1 EXP NB SELECT OPP FUND III 4,455 3,452    
    K-1 Exp VAN BIEMA GLOBAL VALUE 9,224 9,212    
    State or Local Filing Fees 750     750


    TY 2020 OtherIncomeSchedule2
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss NB SELECT OPP FUND II LP 139 55  
    K-1 Inc/Loss NB SELECT OPP FUND III LP 473 46  
    K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, LP 5,633 5,019  
    Class Action Lawsuit Proceeds 26 26  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administration of Foundation 3,000     3,000
    Investment Management Services 43,800 43,800    


    TY 2020 TaxesSchedule
    Name:
    Jesse and Joan Kupferberg Family Foundation
    EIN:
    06-1636088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 11,600      
    Foreign Tax Paid 282 282