STEVEN AND DANIELLE KUPFERMAN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STEVEN AND DANIELLE KUPFERMAN FAMILY FOUNDATION (EIN 83-3018471)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202243119349101214
Schema version
2021v4.0
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)
Return2022-11-07T11:29:49-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-07SignatureDt
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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$688,435FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,409InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,409InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,409InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,577DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,577DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,577DividendsAdjNetIncmAmt
Total Rev And Expnss$312,986TotalRevAndExpnssAmt
Total Net Invst Incm$12,986TotalNetInvstIncmAmt
Total Adj Net Incm$12,986TotalAdjNetIncmAmt
Interest Rev And Expnss$582InterestRevAndExpnssAmt
Interest Net Invst Incm$582InterestNetInvstIncmAmt
Taxes Rev And Expnss$211TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$543OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,336TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,305ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,305ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,641TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,305TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$272,345ExcessRevenueOverExpensesAmt
Net Investment Income$12,404NetInvestmentIncomeAmt
Adjusted Net Income$12,986AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,110CashBOYAmt
Cash EOY$35,525CashEOYAmt
Cash EOYFMV$35,525CashEOYFMVAmt
Other Investments BOY$271,143OtherInvestmentsBOYAmt
Other Investments EOY$568,342OtherInvestmentsEOYAmt
Other Investments EOYFMV$647,179OtherInvestmentsEOYFMVAmt
Other Assets EOY$5,731OtherAssetsEOYAmt
Other Assets EOYFMV$5,731OtherAssetsEOYFMVAmt
Total Assets BOY$337,253TotalAssetsBOYAmt
Total Assets EOY$609,598TotalAssetsEOYAmt
Total Assets EOYFMV$688,435TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$337,253CapitalStockBOYAmt
Capital Stock EOY$609,598CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$337,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$609,598TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$337,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$609,598TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$337,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$272,345ExcessRevenueOverExpensesAmt
Subtotal$609,598SubtotalAmt
Tot Net Ast Or Fund Balances EOY$609,598TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$172InvestmentIncomeExciseTaxAmt
Subtotal$172SubtotalAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Tax Due$172TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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$461,650AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,682AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$559,332TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$559,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,390CashDeemedCharitableAmt
Net Vl Noncharitable Assets$550,942NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,547MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,547MinimumInvestmentReturnAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Total Tax$172TotalTaxAmt
Distributable Before Adj$27,375DistributableBeforeAdjAmt
Distributable Before Ded$27,375DistributableBeforeDedAmt
Distributable As Adjusted$27,375DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,305ExpensesAndContributionsAmt
Qualifying Distributions$39,305QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,375DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$40,474ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,540ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$64,014TotalExcessDistributionCyovAmt
Qualifying Distributions$39,305QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,375AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,930RemainingDistriFromCorpusAmt
Total Corpus$75,944TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$75,944ExcessDistriCyovToNextYrAmt
Excess From Year2$40,474ExcessFromYear2Amt
Excess From Year1$23,540ExcessFromYear1Amt
Excess From Current Year$11,930ExcessFromCurrentYearAmt

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 (6 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$11,030
YOUNG ISRAEL OF CENTURY CITY
9317 W PICO BLVDLOS ANGELESCA90035N/A501 (C)CHARITABLE & RELIGIOUS$10,478
GINDI MAIMONIDES ACADEMY
8511 BEVERLY PLLOS ANGELESCA90048N/A501(C)CHARITABLE & RELIGIOUS$5,550
VARIOUS
1-VARIOUS CHARITABLE ORGANIZATIONSLOS ANGELESCA90067N/A501(C)CHARITABLE & RELIGIOUS$10,210
WEST COAST NCSY
9831 W PICO BLVDLOS ANGELESCA90035N/A501(c)CHARITABLE & RELIGIOUS$1,000
SHARSHERET
1086 Teaneck Road Suite 2GTeaneckNJ07666N/A501(c)CHARITABLE & RELIGIOUS$1,037
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,305TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,409RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,577RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,986RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,986TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEVEN DANIELLE KUPFERMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12018 ROXBURY DRIVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90035ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

EOYFMVEOYFMVAmtDescDescEOY Book ValueEOYBookValueAmt
$5,731
Credit Card Receivable$5,731

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK FEES$492
OFFICE & MISC EXPENSE$51

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$211Amt

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