MAX AND SELMA KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAX AND SELMA KUPFERBERG FAMILY FOUNDATION (EIN 06-1636082)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-15
- IRS object ID
- 202642589349100904
- Schema version
- 2025v4.2
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T12:10:51-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061636082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Max and Selma Kupferberg Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MAXA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Saul Kupferberg | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,020,623 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,498 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,498 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $282,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $360,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,466,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $360,569 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,416 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $654,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $654,997 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $52,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,711 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $824 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $535,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $600,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $313,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $375,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $375,182 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $162,101 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $162,101 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $161,794 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,176,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,245,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,753,322 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,679,200 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,654,086 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,691,347 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,978 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,346,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,465,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,020,623 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,346,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,465,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,346,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,465,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,346,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,465,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,346,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,146 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,465,951 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,465,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,466,872 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,106,303 | CostOrOtherBasisAmt |
| Gain Or Loss | $360,569 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $360,569 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $360,569 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,351 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,351 | SubtotalAmt |
| Tax Based On Investment Income | $8,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,172 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,172 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,179 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Rhoda Kupferberg Joss | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Saul Kupferberg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuberger Berman BD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 Avenue of the Americas | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $52,711 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,674,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,032,948 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,032,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,897,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $444,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $444,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,351 | TotalTaxAmt |
| Distributable Before Adj | $436,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $436,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $436,522 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $471,877 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $436,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $380,803 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $471,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $380,803 | AppliedToYear1Amt |
| Applied To Current Year | $91,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $345,448 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $1,500 |
| CALVARY HOSPITAL INC | |||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | N/A | PC | General & Unrestricted | $8,500 |
| CENTER FOR BOOKS ARTS INCORPORATED 1974 | |||||||
| 28 W 27TH ST FL 3 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,500 |
| FOOTSTEPS INC | |||||||
| 114 JOHN ST | NEW YORK | NY | 10272 | N/A | PC | General & Unrestricted | $3,500 |
| HANDEL AND HAYDN SOCIETY | |||||||
| 9 HARCOURT ST STE 101 | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $30,000 |
| HIAS INC | |||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||
| 3456 107TH ST | CORONA | NY | 11368 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL ORGANIZATION FOR RARE DISORDERS INC | |||||||
| PO BOX 4110 | WOBURN | MA | 01888 | N/A | PC | General & Unrestricted | $3,000 |
| PATIENT AIRLIFT SERVICES | |||||||
| 7110 REPUBLIC AIRPORT STE 202 | FARMINGDALE | NY | 11735 | N/A | PC | General & Unrestricted | $85,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $6,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | |||||||
| 44 COURT ST 4TH FL | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $6,000 |
| QUEENS BOTANICAL GARDEN SOCIETY INC | |||||||
| 4350 MAIN ST | FLUSHING | NY | 11355 | N/A | PC | Education Center Project | $50,000 |
| QUEENS COLLEGE FOUNDATION INC | |||||||
| 6530 KISSENA BLVD | FLUSHING | NY | 11367 | N/A | PC | School Time Performance Series Fund, Max and Selma Kupferberg Program Endowment Fund, Programming support, General Operating support, Queens Jazz Trail Concert Series Fund, and Queens Rising Fund | $225,000 |
| RAMAPO FOR CHILDREN INC | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | N/A | PC | Scholarship Fund for developmentally disabled campers | $6,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,000 |
| THE NATIONAL ADRENAL DISEASES FOUNDATION INC | |||||||
| PO BOX 95149 | NEWTON | MA | 02495 | N/A | PC | General & Unrestricted | $750 |
| UNITARIAN UNIVERSALIST SERVICE COMMITTEE INC | |||||||
| 689 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | |||||||
| 100 CARLSON AVENUE BLDG 12 | NEWTON | MA | 02459 | N/A | PC | WUMB Radio at the University of Massachusetts, Boston | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,498 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $360,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $654,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $654,694 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (80 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO - 4.800% - 03/15/2030 | $35,169 | $35,804 |
| ADVANCE AUTO PATRS INC NOTE - | $61,983 | $71,145 |
| AMAZON - 4.550% - 12/01/2027 | $35,131 | $35,583 |
| AMAZON.COM INC - 4.650% - 12/0 | $53,809 | $56,499 |
| AMERICAN TOWER CORP - 3.375% - | $28,905 | $29,842 |
| AMERICAN TOWER CORP NOTE - 5.6 | $62,777 | $63,315 |
| ANALOG DEVICES INC - 3.500% - | $33,511 | $34,906 |
| ASTRAZENECA FINANCE LLC - 4.85 | $35,416 | $35,955 |
| ATLASSIAN CORPORATION NOTE - 5 | $35,656 | $36,068 |
| AUTODESK INC - 3.500% - 06/15/ | $73,962 | $74,523 |
| BANK NEW YORK MELLON - 3.700% | $51,303 | $49,845 |
| BANK OF AMERICA - 5.875% - 03/ | $109,543 | $111,708 |
| BECTON DICKINSON &CO NOTE - 5. | $36,279 | $35,971 |
| BOEING CO NOTE CALL MAKE WHOLE | $25,161 | $24,952 |
| BROADCOM INC - 4.800% - 04/15/ | $35,494 | $35,635 |
| BROADCOM INC - 5.150% - 11/15/ | $30,072 | $31,170 |
| CDW LLC - 5.100% - 03/01/2030 | $90,358 | $91,710 |
| CENTENE CORP - 4.625% - 12/15/ | $71,316 | $72,755 |
| CHARTER COMMUNICATIONS - 5.050 | $58,138 | $60,740 |
| CHENIERE ENERGY INC SER B NOTE | $76,793 | $74,900 |
| CIGNA CORP - 4.375% - 10/15/20 | $29,537 | $30,280 |
| CITIGROUP INC BOND PERPETUAL - | $15,230 | $15,744 |
| COMCAST CORP BOND - 4.250% - 0 | $34,256 | $34,294 |
| CONSTELLATION BRANDS - 3.150% | $7,426 | $7,722 |
| CROWDSTRIKE HLDGS INC NOTE - 3 | $27,825 | $28,788 |
| CROWN AMERS LLC - 5.250% - 04/ | $80,999 | $81,727 |
| CROWN CASTLE INC NOTE - 3.700% | $28,655 | $29,934 |
| DELL INTL LLC/EMC CORP - 5.000 | $60,335 | $61,530 |
| DOMINION ENERGY INC BOND PERPE | $56,244 | $59,498 |
| DUKE ENERGY CORP NEW BOND - 6. | $20,798 | $20,992 |
| ELANCO ANIMAL HEALTHINC - 4.90 | $83,059 | $83,596 |
| ENCOMPASS HEALTH CORP - 4.500% | $26,600 | $29,947 |
| EQUIFAX INC - 5.100% - 12/15/2 | $29,823 | $30,573 |
| EQUINIX INC - 2.900% - 11/18/2 | $49,928 | $49,506 |
| EXPEDIA GROUP INC NOTE CALL MA | $44,880 | $40,003 |
| HCA INC - 5.250% - 06/15/2026 | $31,552 | $30,023 |
| HUMANA INC - 3.950% - 03/15/20 | $31,781 | $29,936 |
| INGERSOLL RAND INC NOTE - 5.17 | $29,983 | $31,053 |
| INTERNATIONAL BUSINESS MACHINE | $34,945 | $35,249 |
| INTUIT CO - 1.350% - 07/15/202 | $59,944 | $57,950 |
| INTUIT INC - 5.125% - 09/15/20 | $29,905 | $30,956 |
| JPMORGAN CHASE & CO - 4.125% - | $30,719 | $30,054 |
| JPMORGAN CHASE & CO BOND PERPE | $29,195 | $29,832 |
| JPMORGAN CHASE NOTE - 4.625% - | $60,714 | $60,187 |
| KEURIG DR PEPPER INC - 5.050% | $29,953 | $30,663 |
| KRAFT HEINZ FOODS - 3.000% - 0 | $63,665 | $59,738 |
| L3HARRIS TECHNOLOGIES INC - 5. | $30,055 | $30,812 |
| LENNAR CORP - 4.750% - 11/29/2 | $53,269 | $45,377 |
| MCKESSON CORP - 4.250% - 09/15 | $35,188 | $35,213 |
| META PLATFORMS INC - 4.600% - | $35,334 | $35,656 |
| MONDELEZ INTL INC - 4.250% - 0 | $34,914 | $35,197 |
| NETFLIX INC - 4.875% - 04/15/2 | $30,000 | $30,649 |
| NEXTERA ENERGY CAP HLDGS INC B | $35,843 | $36,544 |
| NEXTERA ENERGY CAP HOLDINGS IN | $55,853 | $56,733 |
| NORTHERN TR CORP - 4.600% - 10 | $47,138 | $44,888 |
| ORACLE CORP - 6.150% - 11/09/2 | $53,167 | $52,239 |
| ORACLE CORP NOTE - 2.650% - 07 | $32,852 | $34,713 |
| PNC FINL SVCS GROUP INC BOND P | $32,521 | $39,213 |
| PNC FINL SVCS GROUP INC NOTE P | $37,105 | $40,653 |
| SBA COMMUNICATIONS CORP SER B | $4,187 | $4,783 |
| SBA COMMUNICATIONS CORP SER | $111,037 | $109,176 |
| SERVICE CORP INTL NOTE - 4.625 | $79,687 | $74,904 |
| STATE STR CORP - 6.700% - 12/3 | $35,867 | $36,364 |
| STATE STREET CORP - 0.000% - 0 | $35,662 | $36,082 |
| STRYKER CORP - 3.500% - 03/15/ | $33,784 | $34,967 |
| T MOBILE USA INC NOTE CALL MAK | $40,000 | $39,842 |
| T MOBILE USA INC NOTE CALL MAK | $55,686 | $56,125 |
| TARGA RESOURCES CORP - 4.900% | $60,397 | $61,196 |
| THERMO FISHER - 5.000% - 01/31 | $35,228 | $36,031 |
| TOYOTA MOTOR CREDIT CORP - 5.2 | $36,178 | $36,241 |
| TRANSDIGM - 4.625% - 01/15/202 | $73,615 | $74,503 |
| UNITED RENTALS NORTH AMER INC | $75,981 | $74,491 |
| VORNADO RLTY L P NOTE CALL MAK | $50,487 | $49,449 |
| WEC ENERGY GROUP INC - 4.750% | $29,565 | $30,453 |
| WELLS FARGO & CO MTN - 5.198% | $61,301 | $61,836 |
| WELLS FARGO &CO BOND PERPETUAL | $47,388 | $54,829 |
| WELLS FARGO BANK - 7.625% - 12 | $37,607 | $37,331 |
| WORKDAY INC NOTE - 3.500% - 04 | $28,853 | $29,819 |
| YUM BRANDS INC NOTE CALL MAKE | $75,929 | $78,400 |
| ZOETIS INC - 5.600% - 11/16/20 | $63,681 | $63,837 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (124 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $28,462 | $31,323 |
| ABBVIE INC | $12,742 | $19,422 |
| AGNICO EAGLE MINES LTD | $17,985 | $67,812 |
| ALEXANDRIA REAL ESTATE EQUITIE | $15,780 | $16,737 |
| ALGONQUIN POWER & UTILITY CORP | $21,216 | $21,525 |
| ALLIANT CORP | $24,090 | $39,006 |
| ALPHABET INC CL A | $15,620 | $68,860 |
| ALPHABET INC CL C | $18,819 | $47,070 |
| AMAZON COM | $56,951 | $125,334 |
| AMER INTERNATIONAL GROUP INC | $25,831 | $29,943 |
| AMERICAN ELECTRIC POWER INC | $23,730 | $34,593 |
| AMERICAN HOMES 4 RENT | $27,998 | $40,189 |
| AMERICAN TOWER REIT INC | $59,970 | $63,907 |
| AMETEK INC | $16,634 | $25,664 |
| AMPHENOL CORPORATION | $6,608 | $45,272 |
| ANALOG DEVICES INC | $21,998 | $31,188 |
| APPLE INC | $32,489 | $159,309 |
| ASML HOLDING NV NY REG SHS | $13,981 | $19,257 |
| ASTRAZENECA PLC SP ADR | $20,636 | $45,965 |
| AVALONBAY CMNTYS INC | $47,529 | $41,701 |
| AVERY DENNISON CORP | $21,533 | $22,735 |
| BAE SYSTEMS PLC | $26,838 | $37,152 |
| BANK OF AMERICA CORP | $14,770 | $26,125 |
| BOSTON SCIENTIFIC | $23,110 | $49,105 |
| BRIXMOR PPTY GROUP INC COM | $15,287 | $23,598 |
| BROADCOM INC | $43,054 | $55,376 |
| BROOKFIELD ASSET MANAGEMENT LT | $27,406 | $36,935 |
| CATERPILLAR INC | $4,812 | $8,593 |
| CENTERPOINT ENERGY | $48,377 | $81,855 |
| CHEVRON CORP | $33,210 | $32,006 |
| CHURCH & DWIGHT | $14,958 | $14,674 |
| CME GROUP, INC | $42,323 | $64,447 |
| COLGATE-PALMOLIVE COMPANY | $16,740 | $16,594 |
| CONOCOPHILLIPS | $19,924 | $18,722 |
| COOPER COMPANIES INC | $21,902 | $22,539 |
| CRH PLC | $16,391 | $43,680 |
| CROWDSTRIKE HOLDINGS, INC | $22,050 | $21,094 |
| CSX CORP | $10,672 | $10,875 |
| DANAHER CORP | $21,574 | $22,892 |
| DARDEN RESTAURANTS INC | $24,502 | $32,204 |
| DEUTSCHE TELE AG ADS | $29,918 | $32,046 |
| DIGITAL RLTY TR INC | $26,521 | $26,301 |
| EASTGROUP PROPERTIES INC | $15,824 | $17,280 |
| EATON CORP PLC | $5,790 | $6,370 |
| ELI LILLY & CO | $34,949 | $40,838 |
| EMERSON ELECTRIC CO | $24,720 | $39,816 |
| EOG RESOURCES INC | $14,761 | $13,126 |
| EQUIFAX INC | $16,729 | $19,528 |
| EQUINIX, INC | $59,881 | $67,422 |
| EQUITY LIFESTYLE PRP | $31,406 | $31,396 |
| ESSENTIAL PROPERTIES REALTY TR | $24,286 | $23,461 |
| ESSEX PRTY TR INC | $27,892 | $28,785 |
| EXPAND ENERGY CORP | $26,861 | $33,108 |
| EXTRA SPACE STORAGE | $32,488 | $23,700 |
| EXXON MOBIL CORP | $24,488 | $30,687 |
| FIRST ENERGY CORP | $30,252 | $37,159 |
| GAMING AND LEISURE PROPERTIES, | $20,114 | $17,787 |
| GENERAL ELECTRIC CO | $21,889 | $36,964 |
| HOME DEPOT INC | $79,448 | $86,712 |
| HUDSON PACIFIC PROPERTIES INC | $13,864 | $9,619 |
| ICU MEDICAL, INC | $15,742 | $17,834 |
| INTERNATIONAL BUSINESS MACHINE | $27,582 | $44,432 |
| INVENTRUST PROPERTIES | $15,930 | $16,023 |
| INVITATION HOMES INC. | $30,850 | $31,959 |
| IRON MOUNTAIN | $23,981 | $24,470 |
| JACOBS SOLUTIONS INC | $14,303 | $18,942 |
| JOHNSON & JOHNSON | $11,695 | $19,867 |
| JP MORGAN CHASE | $34,629 | $108,587 |
| KIMCO RLTY CORP | $29,532 | $29,837 |
| LINDE PLC COM | $16,373 | $17,056 |
| MACERICH CO | $16,676 | $16,522 |
| MCDONALD'S CORP | $42,449 | $74,574 |
| MDU RESOURCES GROUP | $14,588 | $19,520 |
| MERCK & CO INC | $22,823 | $26,315 |
| META PLATFORMS INC | $66,573 | $69,970 |
| MICROSOFT CORP | $88,079 | $261,154 |
| MORGAN STANLEY | $23,861 | $48,821 |
| MOTOROLA SOLUTIONS INC | $13,472 | $13,416 |
| NETFLIX INC | $30,094 | $34,222 |
| NEUBERGER BERMAN SHORT DURATIO | $79,040 | $74,473 |
| NEXTERA ENERGY, INC | $45,914 | $70,406 |
| NOBLE CORPORATION | $20,009 | $12,708 |
| NUTRIEN LTD | $30,792 | $33,946 |
| NVENT ELECTRIC PLC | $13,141 | $30,591 |
| NVIDIA CORP | $49,366 | $88,587 |
| OMEGA HEALTHCARE INV | $16,195 | $18,046 |
| PHILIP MORRIS INTL | $18,225 | $22,456 |
| PROCTER GAMBLE CO | $20,826 | $25,079 |
| PROLOGIS | $44,049 | $75,191 |
| PUBLIC STORAGE INC | $16,895 | $24,653 |
| ROCHE HOLDING LTD ADR | $28,917 | $36,099 |
| ROPER INDUSTRIES | $7,719 | $6,677 |
| S&P GLOBAL INC COM | $27,080 | $42,852 |
| SALESFORCE.COM | $14,717 | $27,551 |
| SBA COMMUNICATIONS CORP | $54,057 | $40,620 |
| SEMPRA ENERGY COM | $28,737 | $30,902 |
| SERVICE NOW | $8,308 | $25,276 |
| SIMON PPTY GROUP INC | $14,570 | $31,654 |
| SINGAPORE TELE ADR | $14,260 | $27,443 |
| SL GREEN REALTY CORP | $16,176 | $16,330 |
| SOUTHERN COPPER CORP | $20,258 | $37,446 |
| STRYKER CORPORATION | $7,211 | $7,029 |
| SYNOPSYS, INC | $45,983 | $40,396 |
| TERRENO RLTY CORPCOM | $22,511 | $20,549 |
| TEXAS INSTRUMENTS INC | $13,932 | $30,361 |
| THE COCA-COLA CO | $14,681 | $17,478 |
| THE HERSHEY COMPANY | $23,133 | $27,297 |
| THERMO FISHER SCIENTIFIC INC | $25,166 | $32,449 |
| TJX COMPANIES INC | $22,866 | $49,462 |
| U G I CP | $18,462 | $24,330 |
| UNION PACIFIC | $17,904 | $23,595 |
| UNITEDHEALTH GROUP INC | $10,370 | $16,506 |
| VENTAS INC | $64,411 | $75,986 |
| VISA INC | $36,241 | $71,896 |
| WAL-MART STORES INC | $15,605 | $34,537 |
| WALT DISNEY HOLDINGS CO | $9,822 | $11,377 |
| WARNER MUSIC GRP CRP | $26,361 | $29,137 |
| WASTE MANAGEMENT INC | $19,731 | $31,858 |
| WATSCO INC | $6,658 | $15,163 |
| WAYSTAR HLDG CORP REG | $35,153 | $29,803 |
| WELLS FARGO & CO | $42,993 | $74,094 |
| WELLTOWER INC. | $28,421 | $67,933 |
| WILLIAMS COS | $46,532 | $66,422 |
| WORKDAY INC | $22,248 | $25,774 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $162,101 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $161,794 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROOKFIELD INFRASTRUCTURE PART | CategoryOrItemTxt |
| Book Value | $29,121 | BookValueAmt |
| EOYFMV | $38,978 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,377 | $21,377 | |
| Bank Charges | $256 | $256 | |
| K-1 Exp BROOKFIELD INFRASTRUCT | $380 | $380 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS L | Desc |
| Revenue And Expenses Per Books | $2,416 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,416 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $52,711 | Amt |
| Net Investment Income | $52,711 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $7,000 | |
| 990-PF Extension for 2024 | $2,500 | |
| Foreign Tax Paid | $824 | $824 |
Comments