2026-09-15T12:10:51-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 061636082 Max and Selma Kupferberg Family Foundation % Foundation Source MAXA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Saul Kupferberg Trustee 8008391754 2026-09-03 true Jeffrey D Haskell P01345770 8008391754 2025 X 9020623 X 0 X 9498 9498 282514 282514 360266 2466872 360569 2416 2416 654694 654997 0 52711 52711 10324 824 22263 636 21627 85298 54171 21627 450250 450250 535548 54171 471877 119146 600826 0 313668 375182 375182 162101 162101 161794 3176123 3245461 4753322 3679200 3654086 3691347 15713 29121 38978 7346805 7465951 9020623 0 0 X 7346805 7465951 7346805 7465951 7346805 7465951 7346805 119146 7465951 7465951 Publicly-traded Securities 2466872 2106303 360569 360569 360569 8351 8351 8351 7172 0 7172 X 0 1179 0 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false 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 Neuberger Berman BD LLC 1290 Avenue of the Americas NEW YORK NY 10104 INVESTMENT MGMT 52711 8674240 358708 0 9032948 0 9032948 135494 8897454 444873 444873 8351 8351 436522 436522 436522 471877 0 0 0 0 471877 436522 380803 2023 2022 2021 471877 380803 91074 0 0 345448 0 0 NONE X AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 N/A PC General & Unrestricted 1500 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC General & Unrestricted 1500 CALVARY HOSPITAL INC 1740 EASTCHESTER RD BRONX NY 10461 N/A PC General & Unrestricted 8500 CENTER FOR BOOKS ARTS INCORPORATED 1974 28 W 27TH ST FL 3 NEW YORK NY 10001 N/A PC General & Unrestricted 2000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 N/A PC General & Unrestricted 1500 FOOTSTEPS INC 114 JOHN ST NEW YORK NY 10272 N/A PC General & Unrestricted 3500 HANDEL AND HAYDN SOCIETY 9 HARCOURT ST STE 101 BOSTON MA 02116 N/A PC General & Unrestricted 30000 HIAS INC PO BOX 97077 WASHINGTON DC 20090 N/A PC General & Unrestricted 1000 LOUIS ARMSTRONG HOUSE MUSEUM 3456 107TH ST CORONA NY 11368 N/A PC General & Unrestricted 10000 NATIONAL ORGANIZATION FOR RARE DISORDERS INC PO BOX 4110 WOBURN MA 01888 N/A PC General & Unrestricted 3000 PATIENT AIRLIFT SERVICES 7110 REPUBLIC AIRPORT STE 202 FARMINGDALE NY 11735 N/A PC General & Unrestricted 85000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 N/A PC General & Unrestricted 5000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC 1055 COMMONWEALTH AVE BOSTON MA 02215 N/A PC General & Unrestricted 6000 PLANNED PARENTHOOD OF GREATER NEW YORK INC 44 COURT ST 4TH FL BROOKLYN NY 11201 N/A PC General & Unrestricted 6000 QUEENS BOTANICAL GARDEN SOCIETY INC 4350 MAIN ST FLUSHING NY 11355 N/A PC Education Center Project 50000 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 225000 RAMAPO FOR CHILDREN INC PO BOX 266 RHINEBECK NY 12572 N/A PC Scholarship Fund for developmentally disabled campers 6000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC General & Unrestricted 1000 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 2000 UNIVERSITY OF MASSACHUSETTS FOUNDATION INC 100 CARLSON AVENUE BLDG 12 NEWTON MA 02459 N/A PC WUMB Radio at the University of Massachusetts, Boston 1000 450250 14 9498 14 282514 18 360266 K-1 Inc/Loss 14 2416 654694 654694 false false false false false false false false false false 3M CO - 4.800% - 03/15/2030 35169 35804 ADVANCE AUTO PATRS INC NOTE - 61983 71145 AMAZON - 4.550% - 12/01/2027 35131 35583 AMAZON.COM INC - 4.650% - 12/0 53809 56499 AMERICAN TOWER CORP - 3.375% - 28905 29842 AMERICAN TOWER CORP NOTE - 5.6 62777 63315 ANALOG DEVICES INC - 3.500% - 33511 34906 ASTRAZENECA FINANCE LLC - 4.85 35416 35955 ATLASSIAN CORPORATION NOTE - 5 35656 36068 AUTODESK INC - 3.500% - 06/15/ 73962 74523 BANK NEW YORK MELLON - 3.700% 51303 49845 BANK OF AMERICA - 5.875% - 03/ 109543 111708 BECTON DICKINSON &CO NOTE - 5. 36279 35971 BOEING CO NOTE CALL MAKE WHOLE 25161 24952 BROADCOM INC - 4.800% - 04/15/ 35494 35635 BROADCOM INC - 5.150% - 11/15/ 30072 31170 CDW LLC - 5.100% - 03/01/2030 90358 91710 CENTENE CORP - 4.625% - 12/15/ 71316 72755 CHARTER COMMUNICATIONS - 5.050 58138 60740 CHENIERE ENERGY INC SER B NOTE 76793 74900 CIGNA CORP - 4.375% - 10/15/20 29537 30280 CITIGROUP INC BOND PERPETUAL - 15230 15744 COMCAST CORP BOND - 4.250% - 0 34256 34294 CONSTELLATION BRANDS - 3.150% 7426 7722 CROWDSTRIKE HLDGS INC NOTE - 3 27825 28788 CROWN AMERS LLC - 5.250% - 04/ 80999 81727 CROWN CASTLE INC NOTE - 3.700% 28655 29934 DELL INTL LLC/EMC CORP - 5.000 60335 61530 DOMINION ENERGY INC BOND PERPE 56244 59498 DUKE ENERGY CORP NEW BOND - 6. 20798 20992 ELANCO ANIMAL HEALTHINC - 4.90 83059 83596 ENCOMPASS HEALTH CORP - 4.500% 26600 29947 EQUIFAX INC - 5.100% - 12/15/2 29823 30573 EQUINIX INC - 2.900% - 11/18/2 49928 49506 EXPEDIA GROUP INC NOTE CALL MA 44880 40003 HCA INC - 5.250% - 06/15/2026 31552 30023 HUMANA INC - 3.950% - 03/15/20 31781 29936 INGERSOLL RAND INC NOTE - 5.17 29983 31053 INTERNATIONAL BUSINESS MACHINE 34945 35249 INTUIT CO - 1.350% - 07/15/202 59944 57950 INTUIT INC - 5.125% - 09/15/20 29905 30956 JPMORGAN CHASE & CO - 4.125% - 30719 30054 JPMORGAN CHASE & CO BOND PERPE 29195 29832 JPMORGAN CHASE NOTE - 4.625% - 60714 60187 KEURIG DR PEPPER INC - 5.050% 29953 30663 KRAFT HEINZ FOODS - 3.000% - 0 63665 59738 L3HARRIS TECHNOLOGIES INC - 5. 30055 30812 LENNAR CORP - 4.750% - 11/29/2 53269 45377 MCKESSON CORP - 4.250% - 09/15 35188 35213 META PLATFORMS INC - 4.600% - 35334 35656 MONDELEZ INTL INC - 4.250% - 0 34914 35197 NETFLIX INC - 4.875% - 04/15/2 30000 30649 NEXTERA ENERGY CAP HLDGS INC B 35843 36544 NEXTERA ENERGY CAP HOLDINGS IN 55853 56733 NORTHERN TR CORP - 4.600% - 10 47138 44888 ORACLE CORP - 6.150% - 11/09/2 53167 52239 ORACLE CORP NOTE - 2.650% - 07 32852 34713 PNC FINL SVCS GROUP INC BOND P 32521 39213 PNC FINL SVCS GROUP INC NOTE P 37105 40653 SBA COMMUNICATIONS CORP SER B 4187 4783 SBA COMMUNICATIONS CORP SER 111037 109176 SERVICE CORP INTL NOTE - 4.625 79687 74904 STATE STR CORP - 6.700% - 12/3 35867 36364 STATE STREET CORP - 0.000% - 0 35662 36082 STRYKER CORP - 3.500% - 03/15/ 33784 34967 T MOBILE USA INC NOTE CALL MAK 40000 39842 T MOBILE USA INC NOTE CALL MAK 55686 56125 TARGA RESOURCES CORP - 4.900% 60397 61196 THERMO FISHER - 5.000% - 01/31 35228 36031 TOYOTA MOTOR CREDIT CORP - 5.2 36178 36241 TRANSDIGM - 4.625% - 01/15/202 73615 74503 UNITED RENTALS NORTH AMER INC 75981 74491 VORNADO RLTY L P NOTE CALL MAK 50487 49449 WEC ENERGY GROUP INC - 4.750% 29565 30453 WELLS FARGO & CO MTN - 5.198% 61301 61836 WELLS FARGO &CO BOND PERPETUAL 47388 54829 WELLS FARGO BANK - 7.625% - 12 37607 37331 WORKDAY INC NOTE - 3.500% - 04 28853 29819 YUM BRANDS INC NOTE CALL MAKE 75929 78400 ZOETIS INC - 5.600% - 11/16/20 63681 63837 ABBOTT LABS 28462 31323 ABBVIE INC 12742 19422 AGNICO EAGLE MINES LTD 17985 67812 ALEXANDRIA REAL ESTATE EQUITIE 15780 16737 ALGONQUIN POWER & UTILITY CORP 21216 21525 ALLIANT CORP 24090 39006 ALPHABET INC CL A 15620 68860 ALPHABET INC CL C 18819 47070 AMAZON COM 56951 125334 AMER INTERNATIONAL GROUP INC 25831 29943 AMERICAN ELECTRIC POWER INC 23730 34593 AMERICAN HOMES 4 RENT 27998 40189 AMERICAN TOWER REIT INC 59970 63907 AMETEK INC 16634 25664 AMPHENOL CORPORATION 6608 45272 ANALOG DEVICES INC 21998 31188 APPLE INC 32489 159309 ASML HOLDING NV NY REG SHS 13981 19257 ASTRAZENECA PLC SP ADR 20636 45965 AVALONBAY CMNTYS INC 47529 41701 AVERY DENNISON CORP 21533 22735 BAE SYSTEMS PLC 26838 37152 BANK OF AMERICA CORP 14770 26125 BOSTON SCIENTIFIC 23110 49105 BRIXMOR PPTY GROUP INC COM 15287 23598 BROADCOM INC 43054 55376 BROOKFIELD ASSET MANAGEMENT LT 27406 36935 CATERPILLAR INC 4812 8593 CENTERPOINT ENERGY 48377 81855 CHEVRON CORP 33210 32006 CHURCH & DWIGHT 14958 14674 CME GROUP, INC 42323 64447 COLGATE-PALMOLIVE COMPANY 16740 16594 CONOCOPHILLIPS 19924 18722 COOPER COMPANIES INC 21902 22539 CRH PLC 16391 43680 CROWDSTRIKE HOLDINGS, INC 22050 21094 CSX CORP 10672 10875 DANAHER CORP 21574 22892 DARDEN RESTAURANTS INC 24502 32204 DEUTSCHE TELE AG ADS 29918 32046 DIGITAL RLTY TR INC 26521 26301 EASTGROUP PROPERTIES INC 15824 17280 EATON CORP PLC 5790 6370 ELI LILLY & CO 34949 40838 EMERSON ELECTRIC CO 24720 39816 EOG RESOURCES INC 14761 13126 EQUIFAX INC 16729 19528 EQUINIX, INC 59881 67422 EQUITY LIFESTYLE PRP 31406 31396 ESSENTIAL PROPERTIES REALTY TR 24286 23461 ESSEX PRTY TR INC 27892 28785 EXPAND ENERGY CORP 26861 33108 EXTRA SPACE STORAGE 32488 23700 EXXON MOBIL CORP 24488 30687 FIRST ENERGY CORP 30252 37159 GAMING AND LEISURE PROPERTIES, 20114 17787 GENERAL ELECTRIC CO 21889 36964 HOME DEPOT INC 79448 86712 HUDSON PACIFIC PROPERTIES INC 13864 9619 ICU MEDICAL, INC 15742 17834 INTERNATIONAL BUSINESS MACHINE 27582 44432 INVENTRUST PROPERTIES 15930 16023 INVITATION HOMES INC. 30850 31959 IRON MOUNTAIN 23981 24470 JACOBS SOLUTIONS INC 14303 18942 JOHNSON & JOHNSON 11695 19867 JP MORGAN CHASE 34629 108587 KIMCO RLTY CORP 29532 29837 LINDE PLC COM 16373 17056 MACERICH CO 16676 16522 MCDONALD'S CORP 42449 74574 MDU RESOURCES GROUP 14588 19520 MERCK & CO INC 22823 26315 META PLATFORMS INC 66573 69970 MICROSOFT CORP 88079 261154 MORGAN STANLEY 23861 48821 MOTOROLA SOLUTIONS INC 13472 13416 NETFLIX INC 30094 34222 NEUBERGER BERMAN SHORT DURATIO 79040 74473 NEXTERA ENERGY, INC 45914 70406 NOBLE CORPORATION 20009 12708 NUTRIEN LTD 30792 33946 NVENT ELECTRIC PLC 13141 30591 NVIDIA CORP 49366 88587 OMEGA HEALTHCARE INV 16195 18046 PHILIP MORRIS INTL 18225 22456 PROCTER GAMBLE CO 20826 25079 PROLOGIS 44049 75191 PUBLIC STORAGE INC 16895 24653 ROCHE HOLDING LTD ADR 28917 36099 ROPER INDUSTRIES 7719 6677 S&P GLOBAL INC COM 27080 42852 SALESFORCE.COM 14717 27551 SBA COMMUNICATIONS CORP 54057 40620 SEMPRA ENERGY COM 28737 30902 SERVICE NOW 8308 25276 SIMON PPTY GROUP INC 14570 31654 SINGAPORE TELE ADR 14260 27443 SL GREEN REALTY CORP 16176 16330 SOUTHERN COPPER CORP 20258 37446 STRYKER CORPORATION 7211 7029 SYNOPSYS, INC 45983 40396 TERRENO RLTY CORPCOM 22511 20549 TEXAS INSTRUMENTS INC 13932 30361 THE COCA-COLA CO 14681 17478 THE HERSHEY COMPANY 23133 27297 THERMO FISHER SCIENTIFIC INC 25166 32449 TJX COMPANIES INC 22866 49462 U G I CP 18462 24330 UNION PACIFIC 17904 23595 UNITEDHEALTH GROUP INC 10370 16506 VENTAS INC 64411 75986 VISA INC 36241 71896 WAL-MART STORES INC 15605 34537 WALT DISNEY HOLDINGS CO 9822 11377 WARNER MUSIC GRP CRP 26361 29137 WASTE MANAGEMENT INC 19731 31858 WATSCO INC 6658 15163 WAYSTAR HLDG CORP REG 35153 29803 WELLS FARGO & CO 42993 74094 WELLTOWER INC. 28421 67933 WILLIAMS COS 46532 66422 WORKDAY INC 22248 25774 162101 161794 BROOKFIELD INFRASTRUCTURE PART 29121 38978 Administrative Fees 21377 21377 Bank Charges 256 256 K-1 Exp BROOKFIELD INFRASTRUCT 380 380 State or Local Filing Fees 250 250 K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS L 2416 2416 Investment Management Services 52711 52711 990-PF Estimated Tax for 2025 7000 990-PF Extension for 2024 2500 Foreign Tax Paid 824 824