Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$15,337,669J 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 438 438  
4 Dividends and interest from securities... 235,056 235,056  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,063,872
b Gross sales price for all assets on line 6a 3,392,184
7 Capital gain net income (from Part IV, line 2)... 1,031,046
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 8,213 9,107  
12 Total. Add lines 1 through 11........ 1,307,579 1,275,647  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 117,491 101,491   16,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,374 124    
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 40,914 11,237   29,498
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 168,779 112,852   45,498
25 Contributions, gifts, grants paid....... 693,800 693,800
26 Total expenses and disbursements. Add lines 24 and 25 862,579 112,852   739,298
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 445,000
b Net investment income (if negative, enter -0-) 1,162,795
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 379,522 353,053 353,053
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) 224,871 Click to see attachment85,250 91,146
b Investments—corporate stock (attach schedule)....... 6,566,617 Click to see attachment7,141,674 13,458,192
c Investments—corporate bonds (attach schedule)....... 977,579 Click to see attachment976,614 974,847
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 368,227 Click to see attachment405,225 460,431
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) 8,516,816 8,961,816 15,337,669
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 8,516,816 8,961,816
29 Total net assets or fund balances (see instructions)..... 8,516,816 8,961,816
30 Total liabilities and net assets/fund balances (see instructions). 8,516,816 8,961,816
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
8,516,816
2
Enter amount from Part I, line 27a .....................
2
445,000
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,961,816
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
8,961,816
Form 990-PF (2021)
Form 990-PF (2021)
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 Sec 751 Gain on Sale of Ptshp Reclass      
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 3,392,184   2,398,981 993,203
b       37,902
c       -59
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       993,203
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 1,031,046
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 16,163
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 16,163
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 15,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 437
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet437 RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    1.0     		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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 101,491
    1290 Avenue of the Americas
    NEW YORK,NY101040001
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    13,727,733
    b
    Average of monthly cash balances.......................
    1b
    465,679
    c
    Fair market value of all other assets (see instructions)................
    1c
    460,431
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,653,843
    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
    14,653,843
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    219,808
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,434,035
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    721,702
    Part X
    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 IX, line 6..................
    1
    721,702
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    16,163
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,163
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    705,539
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    705,539
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    705,539
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 705,539
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 52,434
    f Total of lines 3a through e ........ 52,434
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 739,298
    a Applied to 2020, but not more than line 2a  
    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 2021 distributable amount..... 705,539
    e Remaining amount distributed out of corpus 33,759
    5 Excess distributions carryover applied to 2021.    
    (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 86,193
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		86,193
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 52,434
    e Excess from 2021.... 33,759
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY10158     		N/A PC NY Region 15,000
    BNAI BRITH HILLEL FDN AT QUEENS COLLEGE HILLEL INC
    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 RD701
    COLUMBIA,MD21045     		N/A PC General & Unrestricted 10,000
    LOUIS ARMSTRONG HOUSE MUSEUM
    3456 107TH ST
    CORONA,NY11368     		N/A PC General & Unrestricted 10,000
    MATAN INC
    520 8TH AVENUE 15TH FLOOR
    NEW YORK,NY10018     		N/A PC General & Unrestricted 10,000
    MEMORIAL SLOAN-KETTERING CANCER CTR MSKCC Society
    PO BOX 27106
    NEW YORK,NY10087     		N/A PC Dr. Seth M. Cohen's ovarian cancer research fund 10,000
    NASSAU COUNTY MUSEUM OF ART
    1 MUSEUM DR
    ROSLYN HARBOR,NY11576     		N/A PC General & Unrestricted 5,000
    NEW YORK HALL OF SCIENCE
    47-01 111TH ST
    CORONA,NY11368     		N/A PC Campaign for Tomorrow 100,000
    NEW YORK HALL OF SCIENCE
    47-01 111TH ST
    CORONA,NY11368     		N/A PC Gala, President's Council, Vice-Chair Council, and KEPCO Corporate Partnership 78,000
    NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION
    480 OLD WESTBURY RD
    ROSLYN HTS,NY11577     		N/A PC General & Unrestricted 25,000
    NORTHWELL HEALTH FOUNDATION
    2000 MARCUS AVE 2ND FL
    NEW HYDE PARK,NY11042     		N/A PC General & Unrestricted 100,000
    PHILIPPINE BASKETBALL MINISTRY NY
    27 SHARON DR
    CORAM,NY11727     		N/A PC General & Unrestricted 5,000
    QUEENS BOTANICAL GARDEN SOCIETY INC
    4350 MAIN ST
    FLUSHING,NY11355     		N/A PC Charitable Event 5,000
    QUEENS BOTANICAL GARDEN SOCIETY INC
    4350 MAIN ST
    FLUSHING,NY11355     		N/A PC Kupferberg Yellow Rose sponsorship 10,000
    QUEENS COLLEGE FOUNDATION INC
    6530 KISSENA BLVD
    FLUSHING,NY11367     		N/A PC Charitable Event 25,000
    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 in support of the Colden Auditorium performances 90,000
    QUEENS MUSEUM OF ART NEW YORK CITY BUILDING
    NYC BLDG FLUSHING MEADOW CORONA PAR
    QUEENS,NY11368     		N/A PC General & Unrestricted 50,000
    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-406
    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 Island Quest Day Camp matching challenge 15,000
    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 year end match 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 693,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 438  
    4 Dividends and interest from securities ....          
    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 2,349 18 1,061,523  
    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 -1,381 14 9,535  
    bSec 751 Gain on Sale of Ptshp 525990 59      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 1,027 1,306,551  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,307,578
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 CompensationExplanation
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Person Name Explanation
    Martin Kupferberg * Martin Kupferberg, Trustee/President of The Kupferberg Foundation (the "Foundation"), is president of Kepco, Inc., a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2021, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. The Foundation billed at or below the market rate.

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

    TY 2021 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 2021 GeneralExplanationAttachment
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Identifier Return Reference Explanation
    PART I LINE 6A PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,061,582 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $2,349 SEC 751 GAIN ON SALE OF PTSHP RECLASS NET GAIN/(LOSS): $(59) TOTAL PART I, LINE 6A: $1,063,872 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,392,184 BOOK BASIS: $2,368,504 NET GAIN/(LOSS): $1,023,680 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $37,902
    K-3 Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2021 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 5,082
    AIR PRODUCTS AND CHEMICALS - 1 10,441 10,037
    AMERICAN ELEC PWR - 0.000% - 1 25,000 25,003
    AMERICAN EXPRESS - 2.650% - 12 15,497 15,285
    AMERICAN HONDA FIN CORP - 1.20 10,203 9,965
    AMERICAN HONDA FIN CORP MTN - 24,946 24,678
    AMERICAN TOWER CORP - 2.400% - 25,320 25,669
    AON CORP - 2.200% - 11/15/2022 25,018 25,322
    APPLE INC - 0.750% - 05/11/202 24,932 25,070
    ASTRAZENECA FINANCE LLC - 0.70 14,986 14,883
    BMW BK NORTH AMER - 0.300% - 0 34,894 34,856
    BOSTON SCIENTIFIC CORP - 1.900 24,988 25,283
    BOSTON SCIENTIFIC CORP - 3.450 10,188 10,459
    CELGENE CORP - 2.750% - 02/15/ 24,726 25,402
    CENTERPOINT ENERGY RES CORP NO 25,000 24,887
    CROWN CASTLE INTL CORP NOTE CA 24,922 24,143
    DEERE JOHN CAPITAL CORP MTN - 24,982 24,762
    DUKE ENERGY - 0.900% - 09/15/2 24,834 24,293
    EQUINIX INC - 1.000% - 09/15/2 25,070 24,250
    FIDELITY NATL INFORMATION SVCS 24,876 24,610
    HOME DEPOT INC - 2.700% - 04/0 10,181 10,200
    ILLUMINA INC NOTE CALL MAKE WH 24,995 24,874
    INTUIT NOTE - 0.650% - 07/15/2 15,099 14,955
    JOHN DEERE CAPITAL CORP - 2.65 10,160 10,383
    JOHNSON &JOHNSON - 2.250% - 03 4,986 5,009
    JP MORGAN CHASE - 5.300% - 12/ 10,167 10,000
    JPMORGAN CHASE & CO NOTE CALL 25,000 24,198
    JPMORGAN CHASE & CO PERP-R NT 74,999 77,837
    KIMBERLY CLARK CORP - 2.400% - 5,031 5,018
    KIMBERLY-CLARK CORP - 1.050% - 5,066 4,847
    MCCORMICK &CO INC NOTE CALL MA 24,636 24,163
    MCDONALDS CORP - 1.450% - 09/0 10,358 10,078
    MCDONALDS CORP - 3.350% - 04/0 24,739 25,737
    MICROSOFT CORP - 2.650% - 11/0 10,049 10,158
    MONDELEZ INTERNATIONAL INC - 1 15,297 15,020
    ORACLE CORP NOTE CALL MAKE WHO 24,988 24,817
    PAYPAL HLDGS INC - 2.400% - 10 25,090 25,879
    PERKINELMER INC NOTE - 0.850% 25,015 24,645
    PNC FINL SVCS GROUP INC BOND P 9,763 9,842
    PROCTER AND GAMBLE CO - 2.150% 4,993 5,056
    PUBLIC SERVICE ENTERPRISE GROU 24,795 24,340
    PUBLIC STORAGE NOTE CALL MAKE 24,954 24,355
    STARBUCKS CORP - 2.700% - 06/1 9,966 10,064
    STRYKER CORP - 1.150% - 06/15/ 14,960 14,868
    STRYKER CORPORATION - 0.600% - 24,978 24,865
    TOYOTA MTR CR CORP MTN - 0.500 10,035 9,964
    UNITED PARCEL SERVICE - 2.350% 4,993 5,029
    VERIZON COMMUNICATIONS INC NOT 10,032 9,742
    WALLGREENS BOOTS ALLIANCE INC 19,991 19,990
    WALT DISNEY COMPANY - 1.750% - 10,353 10,161
    WEC ENERGY GROUP INC NOTE CALL 24,998 24,800
    WELLS FARGO CO - 3.069% - 01/2 10,127 10,014

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 21,470 28,148
    ADVISORSHARES PURE US CANNABIS 67,764 40,944
    AIR PRODS & CHEM INC 73,204 95,842
    ALPHABET INC CL A 9,604 130,367
    ALPHABET INC CL C 158,247 517,953
    AMAZON COM 210,934 306,759
    AMERICAN ELECTRIC POWER INC 17,576 24,823
    AMERICAN HOMES 4 RENT 12,258 33,623
    AMERICAN TOWER REIT INC 72,439 133,088
    AMETEK INC 28,786 40,436
    ANALOG DEVICES INC 86,272 146,768
    ANTHEM INC 46,175 204,421
    AON PLC CL A 118,950 213,698
    APPLE INC 129,863 674,232
    APPLIED MATERIALS INC 19,025 23,604
    APTIV PLC 12,153 31,341
    ASHLAND GLOBAL HOLDINGS 18,702 26,915
    ASML HOLDING NV NY REG SHS 19,229 155,247
    ASSURANT INC 19,163 93,516
    ASTRAZENECA 28,280 30,581
    ATHENE HOLDING LTD 82,161 109,246
    BANK OF AMERICA CORP 22,015 40,041
    BERKSHIRE HATHAWAY INC. CLASS 147,756 316,940
    BEST BUY INC 21,580 27,635
    BOOKING HOLDINGS INC 37,950 40,787
    BOSTON SCIENTIFIC 9,298 11,682
    BROOKFIELD ASSET MANAGEMENT CL 13,327 50,236
    CABOT OIL & GAS CORP 134,720 106,400
    CATERPILLAR INC 67,308 103,370
    CIGNA CORPORATION 171,912 223,889
    CISCO SYSTEMS INC 28,067 41,127
    COMCAST CORP 26,561 36,942
    CONSTELLATION BRANDS INC 96,688 100,388
    CORNING INC 28,443 28,853
    COSTCO WHOLESALE CORPORATION 91,254 167,472
    CROWN CASTLE INTL 19,224 40,287
    CSX CORP 37,040 169,200
    D R HORTON 50,103 206,272
    DANAHER CORP 8,719 23,031
    DIGITAL RLTY TR INC 10,895 17,156
    DOMINION ENERGY INC 49,782 51,064
    DOUGLAS EMMETT INC 11,240 13,400
    EATON CORP PLC 70,251 129,615
    ELI LILLY & CO 84,613 97,229
    EOG RESOURCES INC 28,566 41,572
    EQUINIX, INC 13,088 30,450
    EQUITY LIFESTYLE PRP 13,736 38,570
    EQUITY RESIDENTIAL PPTYS TR 16,156 28,055
    ESSEX PRTY TR INC 15,982 24,656
    ESTABLISHMENT LABS 6,239 6,759
    EXTRA SPACE STORAGE 12,534 13,377
    FIDELITY NATIONAL INFORMATION 29,232 29,034
    FISERV INC 47,691 46,706
    GENERAL MOTORS 137,685 140,712
    GLOBE LIFE INC 37,047 40,206
    GOLDMAN SACHS GROUP 94,307 210,785
    HEALTHCARE TRUST OF AMERICA IN 8,532 10,852
    HEALTHPEAK PROPERTIES INC 15,486 15,013
    HOME DEPOT INC 149,366 355,249
    HONEYWELL INTL 28,473 145,957
    ICU MEDICAL, INC 33,174 43,908
    ISHARES GOLD TR 97,336 100,949
    JACOBS ENGINEERING GP 10,625 28,681
    JOHNSON & JOHNSON 34,527 111,196
    JP MORGAN CHASE 199,106 463,332
    JP MORGAN SHORT DURATION BOND 128,586 128,469
    JP MORGAN STRATEGIC INCOME OPP 187,555 187,604
    JPMORGAN GLOBAL BOND OPPORTUNI 221,842 224,902
    JPMORGAN INCOME BUILDER-SEL 99,836 111,700
    JPMORGAN MANAGED INCOME FUND I 5,999 5,986
    KEURIG DR PEPPER INC 22,777 25,802
    L3HARRIS TECHNOLOGIES 31,681 44,780
    LAMB WESTON HOLDINGS INC 20,083 21,296
    LEIDOS HOLDINGS INC 23,458 37,338
    LENNAR CORP 101,923 278,784
    MCDONALD'S CORP 91,101 134,035
    META PLATFORMS INC 34,446 40,362
    MICROSOFT CORP 99,887 894,274
    MID-AMERICA APT COMMUNITIES IN 18,160 40,152
    MONDELEZ INTERNATIONAL INC 33,651 43,964
    MOTOROLA SOLUTIONS INC 84,388 205,949
    NATIONAL RETAIL PROPERTIES INC 16,599 17,065
    NEUBERGER BERMAN SHORT DURATIO 30,093 30,054
    NEW YORK COMNTY BANCORP INC 103,666 401,917
    NEXTERA ENERGY PARTNERS LP 19,047 50,049
    NEXTERA ENERGY, INC 72,195 122,862
    NORFOLK SOUTHERN CORP 10,513 14,886
    NORTHROP GRUMMAN CORP 62,922 77,414
    NOVARTIS AG ADR 32,775 33,501
    OCCIDENTAL PETROLEUM CORP 60,574 130,455
    OCCIDENTAL PETROLEUM WARRANTS   7,087
    ORACLE CORP 32,690 112,326
    PG & E CORP 35,118 35,910
    PIONEER NAT RES CO 117,647 118,222
    PPG INDUSTRIES INC 15,151 25,866
    PROCTER GAMBLE CO 68,138 89,969
    PROLOGIS 17,136 47,983
    PUBLIC STORAGE INC 8,636 31,838
    QUALCOMM INC 37,770 50,655
    QUANTA SVCS INC 10,900 39,672
    RAYTHEON TECHNOLOGIES CORP 49,833 55,939
    REGENCY CENTERS CORP 15,363 16,878
    REGENERON PHARMACEUTICALS INC 19,694 25,261
    REXFORD INDUSTRIAL REALTY INC 8,519 22,305
    RIO TINTO PLC SPONSORED ADR 71,652 76,981
    SALESFORCE.COM 167,570 164,930
    SAP AKTIENGESELL ADS 37,391 37,129
    SENSATA TECHNOLOGIES HOLDINGS 30,926 32,634
    SIMON PPTY GROUP INC 17,730 28,439
    STRYKER CORPORATION 17,649 22,731
    SUNCOR ENERGY INC 67,161 63,827
    T-MOBILE US INC 85,481 134,537
    TELEDYNE TECH INC 61,098 62,475
    THE BLACKSTONE GROUP INC CL A 68,140 192,015
    THE COCA-COLA CO 15,916 19,243
    THERMO FISHER SCIENTIFIC INC 36,145 84,072
    TJX COMPANIES INC 36,938 41,756
    TRI POINTE HOMES INC COM 7,342 12,272
    TRIMBLE NAV LTD 13,046 15,258
    UBER 66,426 60,799
    UNION PACIFIC 95,248 348,923
    UNITED RENTALS INC 2,593 8,307
    UNITEDHEALTH GROUP INC 113,409 251,070
    USD CYRUSONE INC 80,129 97,436
    VISA INC 56,504 56,995
    VMWARE INC 31,599 25,609
    WAL-MART STORES INC 86,121 173,628
    WALT DISNEY HOLDINGS CO 126,643 142,499
    WELLS FARGO & CO 52,540 74,369
    WELLTOWER INC. 12,264 15,439
    WEYERHAEUSER CO 15,568 20,796
    ZEBRA TECHNOLOGIES CORP 68,786 148,800
    ZIMMER BIOMET HOLDINGS 29,418 31,125

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    US Government Securities - End of Year Book Value:

    85,250
    US Government Securities - End of Year Fair Market Value:

    91,146
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 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   405,225 460,431

    TY 2021 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 28,748     28,748
    Bank Charges 9 9    
    K-1 Exp VAN BIEMA GLOBAL VALUE 11,407 11,228    
    State or Local Filing Fees 750     750


    TY 2021 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 8,154 9,107  
    Sec 751 Gain on Sale VAN BIEMA GLOBAL VALUE FUND, 59    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Kupferberg Foundation
    EIN:
    11-6008915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administration of Foundation 16,000     16,000
    Investment Management Services 101,491 101,491    


    TY 2021 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 2021 10,000      
    Foreign Tax Paid 124 124    
    STATE INCOME TAX 2020 250