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STEVEN AND DANIELLE KUPFERMAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STEVEN AND DANIELLE KUPFERMAN FAMILY FOUNDATION (EIN 83-3018471)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-08-02
IRS object ID
202232149349100113
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-02T11:19:23-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651210974PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gerber & Co IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST SUITE 200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN833018471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN AND DANIELLE KUPFERMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone3104226080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12018 ROXBURY DRIVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN KUPFERMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-08-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastKUPFERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMoshe Y GraberPreparerPersonNm
PTINP00653955PTIN
Phone3105521600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$272,188FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$310InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$310InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$310InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,075DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,075DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,075DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,410NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$320,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,410CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$9,410NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$12,795TotalRevAndExpnssAmt
Total Net Invst Incm$12,795TotalNetInvstIncmAmt
Total Adj Net Incm$12,795TotalAdjNetIncmAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$271OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$291TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,246ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,246ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,537TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,246TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,742ExcessRevenueOverExpensesAmt
Net Investment Income$12,795NetInvestmentIncomeAmt
Adjusted Net Income$12,795AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$359,432CashBOYAmt
Cash EOY$66,110CashEOYAmt
Other Investments EOY$271,143OtherInvestmentsEOYAmt
Other Investments EOYFMV$272,188OtherInvestmentsEOYFMVAmt
Total Assets BOY$359,432TotalAssetsBOYAmt
Total Assets EOY$337,253TotalAssetsEOYAmt
Total Assets EOYFMV$272,188TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$359,432CapitalStockBOYAmt
Capital Stock EOY$337,253CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$359,432TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$337,253TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$359,432TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$337,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$359,432TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,742ExcessRevenueOverExpensesAmt
Other Increases$6,563OtherIncreasesAmt
Subtotal$337,253SubtotalAmt
Tot Net Ast Or Fund Balances EOY$337,253TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTD Ameritrade #9371 ST/COVEREDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2020-12-17SoldDt
Gross Sales Price$320,166GrossSalesPriceAmt
Cost Or Other Basis$310,756CostOrOtherBasisAmt
Gain Or Loss$9,410GainOrLossAmt
Gains Minus Excess Or Losses$9,410GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,410CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$9,410NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$178InvestmentIncomeExciseTaxAmt
Subtotal$178SubtotalAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Tax Due$178TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN & DANIELLE KUPFERMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104226080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12018 ROXBURY DRIVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEVEN KUPFERMAN
2018 ROXBURY DRIVELOS ANGELESCA90035President0.00$0
DANIELLE KUPFERMAN
2018 ROXBURY DRIVELOS ANGELESCA90035Secy /Treas0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$166,052AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$197,065AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$363,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$363,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,447CashDeemedCharitableAmt
Net Vl Noncharitable Assets$357,670NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,884MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,884MinimumInvestmentReturnAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Total Tax$178TotalTaxAmt
Distributable Before Adj$17,706DistributableBeforeAdjAmt
Distributable Before Ded$17,706DistributableBeforeDedAmt
Distributable As Adjusted$17,706DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,246ExpensesAndContributionsAmt
Qualifying Distributions$41,246QualifyingDistributionsAmt
Adjusted Qualifying Distri$41,246AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,706DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$40,474ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,474TotalExcessDistributionCyovAmt
Qualifying Distributions$41,246QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,706AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,540RemainingDistriFromCorpusAmt
Total Corpus$64,014TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$64,014ExcessDistriCyovToNextYrAmt
Excess From Year1$40,474ExcessFromYear1Amt
Excess From Current Year$23,540ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN KUPFERMANContributingManagerNm
Contributing ManagerDANIELLE KUPFERMANContributingManagerNm
Shareholder ManagerSTEVEN KUPFERMANShareholderManagerNm
Shareholder ManagerDANIELLE KUPFERMANShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHALHEVET SCHOOL
910 SOUTH FAIRFAX AVELOS ANGELESCA90036N/A501 (c)CHARITABLE & RELIGIOUS$12,230
YOUNG ISRAEL OF CENTURY CITY
9317 W PICO BLVDLOS ANGELESCA90035N/A501 (C)CHARITABLE & RELIGIOUS$11,993
GINDI MAIMONIDES ACADEMY
8511 BEVERLY PLLOS ANGELESCA90048N/A501(C)CHARITABLE & RELIGIOUS$4,300
VARIOUS
1-VARIOUS CHARITABLE ORGANIZATIONSLOS ANGELESCA90067N/A501(C)CHARITABLE & RELIGIOUS$5,923
BNEI AKIVA OF US CANADA
520 8TH AVENUE 15 FLNEW YORKNY10018N/A501(c)CHARITABLE & RELIGIOUS$5,000
YESHIVA UNIVERSITY HIGH SCHOOL OF L
9760 W PICO BLVDLOS ANGELESCA90035N/A501(c)CHARITABLE & RELIGIOUS$1,200
WEST COAST NCSY
9831 W PICO BLVDLOS ANGELESCA90035N/A501(c)CHARITABLE & RELIGIOUS$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,246TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$310RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,075RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,410ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,410ExclusionAmt
Related Or Exempt Function Incm$3,385RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,795TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTD AMERITRADECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$271,143BookValueAmt
EOYFMV$272,188EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK FEES$53
OFFICE & MISC EXPENSE$218

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BEGINNING CASHDesc
Amt$6,563Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$20Amt

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