Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,760,243
J 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 right arrow.............
3 Interest on savings and temporary cash investments 3,264 3,264  
4 Dividends and interest from securities... 240,667 240,667  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 393,591
b Gross sales price for all assets on line 6a 3,035,564
7 Capital gain net income (from Part IV, line 2)... 393,910
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)....... 18,420 12,609  
12 Total. Add lines 1 through 11........ 655,942 650,450  
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).... 98,469 82,469   16,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,627 456    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 39,566 9,141   30,423
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,662 92,066   46,423
25 Contributions, gifts, grants paid....... 599,800 599,800
26 Total expenses and disbursements. Add lines 24 and 25 748,462 92,066   646,223
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,520
b Net investment income (if negative, enter -0-) 558,384
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 353,053 515,582 515,582
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 85,250 Click to see attachment
List of Attached Documents:
// Content
141,647
139,974
b Investments—corporate stock (attach schedule)....... 7,141,674 Click to see attachment
List of Attached Documents:
// Content
6,855,476
10,822,651
c Investments—corporate bonds (attach schedule)....... 976,614 Click to see attachment
List of Attached Documents:
// Content
928,777
880,420
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 405,225 Click to see attachment
List of Attached Documents:
// Content
427,814
401,616
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,961,816 8,869,296 12,760,243
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 8,961,816 8,869,296
29 Total net assets or fund balances (see instructions)..... 8,961,816 8,869,296
30 Total liabilities and net assets/fund balances (see instructions). 8,961,816 8,869,296
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
8,961,816
2
Enter amount from Part I, line 27a .....................
2
-92,520
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,869,296
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,869,296
Form 990-PF (2022)
Form 990-PF (2022)
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 3,035,564   2,663,833 371,731
b       22,179
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       371,731
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 2 393,910
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 7,762
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 7,762
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 7,762
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 9,037
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 9,037
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,275
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow1,275 Refundedright arrow 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Martin KupferbergClick to see attachment
List of Attached Documents:
// Content
Trustee, Pres
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Saul KupferbergClick to see attachment
List of Attached Documents:
// Content
Trustee, Treas
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Seth KupferbergClick to see attachment
List of Attached Documents:
// Content
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...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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 82,469
1290 Avenue of the Americas
NEW YORK,NY10104
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
12,569,443
b
Average of monthly cash balances.......................
1b
668,812
c
Fair market value of all other assets (see instructions)................
1c
401,616
d
Total (add lines 1a, b, and c).........................
1d
13,639,871
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
13,639,871
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
204,598
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,435,273
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
671,764
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
671,764
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,762
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,762
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
664,002
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
664,002
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
664,002
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
646,223
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
646,223
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 664,002
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020...... 52,434
e From 2021...... 33,759
f Total of lines 3a through e ........ 86,193
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 646,223
a Applied to 2021, 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 2022 distributable amount..... 646,223
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 17,779 17,779
(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 68,414
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
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 2017 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
68,414
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020.... 34,655
d Excess from 2021.... 33,759
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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 for the NY/NJ 15,000

BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL

6530 KISSENA BLVD
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

JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK INC

225 W 34TH ST STE 1607
NEW YORK,NY10122
N/A PC Study Mission to Israel led by CUNY Chancellor 5,000

LOUIS ARMSTRONG HOUSE MUSEUM

3456 107TH ST
CORONA,NY11368
N/A PC Charitable Event 10,000

MATAN INC

520 8TH AVENUE 15TH FLOOR
NEW YORK,NY10018
N/A PC General & Unrestricted 10,000

NASSAU COUNTY MUSEUM OF ART

1 MUSEUM DR
ROSLYN HARBOR,NY11576
N/A PC General & Unrestricted 5,000

NEW YORK HALL OF SCIENCE

47-01 111TH ST
CORONA,NY11368
N/A PC Gala, President's & Vice-Chair Council, 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

QUEENS BOTANICAL GARDEN SOCIETY INC

4350 MAIN ST
FLUSHING,NY11355
N/A PC General & Unrestricted 10,000

QUEENS BOTANICAL GARDEN SOCIETY INC

4350 MAIN ST
FLUSHING,NY11355
N/A PC Charitable Event 5,000

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 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
CORONA,NY11368
N/A PC Charitable Event 10,000

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 General & Unrestricted 15,000

SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC

9114 MERRICK BLVD STE 3
JAMAICA,NY11432
N/A PC General & Unrestricted 15,000

SID JACOBSON JEWISH COMMUNITY CENTER INC

300 FOREST DR
EAST HILLS,NY11548
N/A PC Friendship Circle 10,000

SOLOMON SCHECHTER SCHOOL OF MANHATTAN

805 COLUMBUS AVE
NEW YORK,NY10025
N/A PC General & Unrestricted 40,000

THE BARUCH COLLEGE FUND

ONE BERNARD BARUCH WAY BOX A-1603
NEW YORK,NY10010
N/A PC Ina Plotsky Kupferberg Memorial Award 20,000

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 3,000
Total .................................right arrow 3a 599,800
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 3,264  
4 Dividends and interest from securities ....     14 240,667  
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 -504 18 394,095  
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 -2,959 14 13,008  
bFederal Tax Refund     01 8,151  
cCLASS ACTION LAWSUIT PROCEEDS     01 220  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -3,463 659,405  
13Total. Add line 12, columns (b), (d), and (e)..................
13
655,942
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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, 2022, 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 2022 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 2022 GeneralExplanationAttachment
Name:
The Kupferberg Foundation
EIN:
11-6008915
Identifier Return Reference Explanation
PART I LINE 6A 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): $394,095 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(504) TOTAL PART I, LINE 6A: $393,591 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,035,564 BOOK BASIS: $2,663,648 NET GAIN/(LOSS): $371,916 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $22,179
Form 990-PF 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 2022 InvestmentsCorpBondsSchedule
Name:
The Kupferberg Foundation
EIN:
11-6008915
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR PRODUCTS AND CHEMICALS - 1 10,441 9,204
AMAZON - 4.550% - 12/01/2027 10,012 9,986
AMERICAN ELEC PWR - 0.000% - 1 25,000 24,885
AMERICAN HONDA FIN CORP MTN - 24,946 23,342
AMERICAN TOWER CORP - 2.400% - 25,321 23,524
APPLE INC - 0.750% - 05/11/202 24,932 24,640
ASTRAZENECA FINANCE LLC - 0.70 14,986 14,137
BANK AMER CORP - 3.500% - 04/1 9,563 9,538
BMW BK NORTH AMER - 0.300% - 0 34,894 34,050
BOSTON SCIENTIFIC CORP - 1.900 24,988 23,335
BOSTON SCIENTIFIC CORP - 3.450 10,188 9,813
CADENCE DESIGN SYSTEM INC NOTE 19,729 19,837
CELGENE CORP - 2.750% - 02/15/ 24,726 24,929
CENTERPOINT ENERGY RES CORP NO 25,000 24,820
CROWN CASTLE INTL CORP NOTE CA 24,922 21,600
DEERE JOHN CAPITAL CORP MTN - 24,982 23,903
DUKE ENERGY - 0.900% - 09/15/2 24,834 22,338
EQUINIX INC - 1.000% - 09/15/2 25,070 22,357
FIDELITY NATL INFORMATION SVCS 24,876 23,663
FISERV INC NOTE - 3.800% - 10/ 15,024 14,840
ILLUMINA INC NOTE CALL MAKE WH 24,995 24,744
JOHN DEERE CAPITAL CORP - 2.65 10,160 9,695
JPMORGAN CHASE & CO NOTE CALL 25,000 21,747
JPMORGAN CHASE & CO PERP-R NT 74,999 73,357
JPMORGAN CHASE AND CO. PERPETU 14,334 13,724
MCCORMICK &CO INC NOTE CALL MA 24,636 21,898
MCDONALDS CORP - 1.450% - 09/0 10,358 9,178
MCDONALDS CORP - 3.350% - 04/0 24,739 24,906
MONDELEZ INTERNATIONAL INC - 1 15,297 13,881
ORACLE CORP NOTE - 2.400% - 09 14,961 14,695
ORACLE CORP NOTE CALL MAKE WHO 24,988 22,429
PAYPAL HLDGS INC - 2.400% - 10 25,091 23,959
PERKINELMER INC NOTE - 0.850% 25,015 23,176
PUBLIC SERVICE ENTERPRISE GROU 24,795 22,405
PUBLIC STORAGE NOTE CALL MAKE 24,954 22,133
STRYKER CORP - 1.150% - 06/15/ 14,960 13,724
STRYKER CORPORATION - 0.600% - 24,978 24,011
TELEDYNE TECHNOLOGIES INC - 0. 19,769 18,894
TOYOTA MTR CR CORP MTN - 0.500 10,035 9,730
UNITED PARCEL SERVICES INC NOT 14,937 14,368
WALLGREENS BOOTS ALLIANCE INC 19,991 19,248
WALT DISNEY COMPANY - 1.750% - 10,353 9,538
WEC ENERGY GROUP INC NOTE CALL 24,998 24,239

TY 2022 InvestmentsCorpStockSchedule
Name:
The Kupferberg Foundation
EIN:
11-6008915
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 16,769 16,469
ADOBE SYSTEMS, INC 24,082 20,192
ADVANCED MICRO DEVICES INC 13,638 14,508
AIR PRODS & CHEM INC 56,495 79,223
ALPHABET INC CL A 9,604 79,407
ALPHABET INC CL C 176,600 326,526
AMAZON COM 204,560 148,680
AMERICAN ELECTRIC POWER INC 17,576 26,491
AMERICAN HOMES 4 RENT 7,091 14,226
AMERICAN TOWER REIT INC 16,234 43,431
AMETEK INC 27,740 34,930
ANALOG DEVICES INC 80,368 124,663
AON PLC CL A 123,183 186,987
APOLLO GLOBAL MANAGEMENT, INC 69,987 78,207
APPLE INC 112,856 389,009
APPLIED MATERIALS INC 10,129 12,173
APTIV PLC 21,663 22,817
ASHLAND GLOBAL HOLDINGS 18,702 26,883
ASML HOLDING NV NY REG SHS 19,229 106,548
ASSURANT INC 15,490 60,654
ASTRAZENECA 17,120 20,340
BANK OF AMERICA CORP 25,270 33,120
BERKSHIRE HATHAWAY INC. CLASS 147,756 327,434
BEST BUY INC 24,337 23,903
BOSTON PPTYS INC 9,845 7,231
BOSTON SCIENTIFIC 9,298 12,724
BROOKFIELD CORP ORD SHS CL A 6,708 15,415
CARMAX INC 71,951 45,668
CHESAPEAKE ENERGY CORPORATION 90,834 108,526
CISCO SYSTEMS INC 28,067 30,918
COMCAST CORP 38,858 36,788
CONSTELLATION BRANDS INC 96,688 92,700
COOPER COMPANIES INC 36,557 33,067
COSTCO WHOLESALE CORPORATION 96,924 136,950
CROWN CASTLE INTL 19,224 26,179
CSX CORP 34,571 130,116
D R HORTON 35,615 120,517
DANAHER CORP 26,763 33,178
DIGITAL RLTY TR INC 10,895 9,726
EATON CORP PLC 70,251 117,713
ELEVANCE HEALTH INC 36,594 205,188
ELI LILLY & CO 111,436 168,652
EMERSON ELECTRIC CO 82,392 96,060
EOG RESOURCES INC 39,333 64,371
EQUINIX, INC 13,088 23,581
EQUITY LIFESTYLE PRP 11,799 24,290
EQUITY RESIDENTIAL PPTYS TR 16,156 18,290
ESSEX PRTY TR INC 15,982 14,834
ESTABLISHMENT LABS 14,129 16,413
EXTRA SPACE STORAGE 12,534 8,684
FISERV INC 17,921 17,687
FRANCO NEV CORP 60,986 68,240
FREEPORT-MCMORAN COPPER & GOLD 84,906 83,600
GENERAL MOTORS 53,913 31,689
GLOBE LIFE INC 17,912 24,351
GOLDMAN SACHS GROUP 97,855 192,636
HOME DEPOT INC 161,533 281,431
HONEYWELL INTL 28,473 150,010
ICU MEDICAL, INC 42,274 37,008
ISHARES GOLD TR 97,336 100,311
JACOBS SOLUTIONS INC 10,625 24,734
JOHNSON & JOHNSON 34,527 114,823
JP MORGAN CHASE 180,577 358,986
JP MORGAN SHORT DURATION BOND 128,586 121,941
JP MORGAN STRATEGIC INCOME OPP 69,314 68,541
JPMORGAN GLOBAL BOND OPPORTUNI 221,840 203,811
JPMORGAN INCOME BUILDER-SEL 99,836 93,200
KEURIG DR PEPPER INC 10,198 10,698
L3HARRIS TECHNOLOGIES 15,884 15,616
LAMB WESTON HOLDINGS INC 12,492 18,676
LEIDOS HOLDINGS INC 19,487 33,766
LENNAR CORP 101,923 217,200
LINDE PLC COM 26,531 29,356
MARSH AND MCLENNAN COMPANIES I 99,478 107,562
MCDONALD'S CORP 86,676 122,541
MEDICAL PROPERTIES TRUST, INC 7,966 5,737
MERCK & CO INC 65,631 77,665
MICROSOFT CORP 122,044 625,689
MID-AMERICA APT COMMUNITIES IN 16,235 24,176
MONDELEZ INTERNATIONAL INC 23,712 29,193
MOTOROLA SOLUTIONS INC 93,776 196,117
NEUBERGER BERMAN SHORT DURATIO 31,131 28,604
NEW YORK COMNTY BANCORP INC 103,666 283,086
NEXTERA ENERGY PARTNERS LP 13,162 24,812
NEXTERA ENERGY, INC 107,108 149,560
NIKE INC-CL B 8,771 11,701
NORTHROP GRUMMAN CORP 62,922 109,122
NVIDIA CORP 157,832 123,781
OCCIDENTAL PETROLEUM CORP 53,844 251,960
OCCIDENTAL PETROLEUM CORP WARR   23,171
ORACLE CORP 48,785 123,100
PG & E CORP 35,118 48,097
PIONEER NAT RES CO 142,847 167,181
PROCTER GAMBLE CO 81,619 98,514
PROLOGIS 55,056 67,751
PUBLIC STORAGE INC 12,087 26,898
QUALCOMM INC 185,770 133,027
QUANTA SVCS INC 11,805 41,468
RAYTHEON TECHNOLOGIES CORP 56,605 72,461
REALTY INCOME CORP 14,755 13,511
REGENCY CENTERS CORP 15,363 14,000
REXFORD INDUSTRIAL REALTY INC 8,519 15,026
SBA COMMUNICATIONS CORP 10,486 8,970
SIMON PPTY GROUP INC 17,730 20,911
SUNCOR ENERGY INC 67,161 80,912
T-MOBILE US INC 94,625 172,480
TARGET CORPORATION 15,327 14,904
TELEDYNE TECH INC 61,098 57,187
TEXAS INSTRUMENTS INC 11,903 12,392
THE BLACKSTONE GROUP INC CL A 75,093 113,807
THE COCA-COLA CO 15,916 20,673
THERMO FISHER SCIENTIFIC INC 78,666 113,442
TJX COMPANIES INC 41,508 50,148
TRI POINTE HOMES INC COM 7,342 8,180
UNION PACIFIC 110,542 261,736
UNITEDHEALTH GROUP INC 79,386 185,563
VENTAS INC 18,520 13,335
VICI PROPERTIES INC 10,530 11,243
VIEWRAY, INC 13,932 17,920
VISA INC 66,343 65,029
WAL-MART STORES INC 86,121 170,148
WALT DISNEY HOLDINGS CO 202,303 130,581
WELLS FARGO & CO 52,540 64,000
WELLTOWER INC. 23,867 20,910
WEYERHAEUSER CO 15,568 15,655
ZEBRA TECHNOLOGIES CORP 68,786 64,103

TY 2022 InvestmentsGovtObligationsSch
Name:
The Kupferberg Foundation
EIN:
11-6008915
US Government Securities - End of Year Book Value:

141,647
US Government Securities - End of Year Fair Market Value:

139,974
State & Local Government Securities - End of Year Book Value:


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


 


TY 2022 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   427,814 401,616

TY 2022 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 29,619     29,619
Bank Charges 8 8    
K-1 Exp VAN BIEMA GLOBAL VALUE 9,135 9,133    
Postage/Delivery Service 54     54
State or Local Filing Fees 750     750


TY 2022 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, L.P 10,049 12,389  
Class Action Lawsuit Proceeds 220 220  
Federal Tax Refund 8,151    


TY 2022 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 82,469 82,469    


TY 2022 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 2022 8,600      
990-PF Extension for 2021 1,200      
Foreign Tax Paid 456 456    
STATE INCOME TAX 2021 250      
STATE MISCELLANEOUS FEE 121