PINCUS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PINCUS FAMILY FOUNDATION (EIN 25-6874818)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349103600
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T12:27:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256874818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pincus Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PINC | 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 | george hirschhorn | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | george | PersonFirstNm |
| Person Last | hirschhorn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,524,295 | 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 | $89,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,035 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,534,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,534,827 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,500 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,001,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,452,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,001,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,629,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,629,296 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $588,877 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $588,877 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $105,439 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $105,439 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,170 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,170 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $324,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $294,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,646 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $164 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $94,201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,991 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $55,578 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $55,578 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $178,058 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $178,058 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $384 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $384 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $195,474 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,583,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $300,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,190,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,727,721 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,717,721 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,311,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $300,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,908,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,681,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,328,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,084,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,825,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,825,636 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,832 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,645 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $47,832 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,832 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $8,354,384 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,495,029 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $89,244,493 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,225,935 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,910,369 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,116,517 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,312,231 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,239,029 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,400 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $103,454,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,772,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,524,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $103,454,261 | RetainedEarningBOYAmt |
| Retained Earning EOY | $101,772,418 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,454,261 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,772,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,454,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,772,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,454,261 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,681,843 | ExcessRevenueOverExpensesAmt |
| Subtotal | $101,772,418 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $101,772,418 | 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 | $56,452,086 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,450,152 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,001,934 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,001,934 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,001,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74,071 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $74,071 | SubtotalAmt |
| Tax Based On Investment Income | $74,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $71,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $3,079 | TaxDueAmt |
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 | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew Epstein | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Eric Epstein | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| George Hirschhorn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Stephen Nicholas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Leslie Pincus Elliott | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Karyn Gilvarg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Elizabeth Rubin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Bruce Rubin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANIELLE Y SCOTT | ||||||||
| TOWER COMMONS | SEWELL | NJ | 08080 | Executive Director | 40.0 | $328,000 | $25,943 | $0 |
| DEBORAH JAMES-VANCE | ||||||||
| TOWER COMMONS | SEWELL | NJ | 08080 | ADMINISTRATOR | 36.0 | $150,800 | $17,934 | $0 |
| JOSEPH DOAN | ||||||||
| TOWER COMMONS 123 | SEWELL | NJ | 08080 | ADMIN ASSOCIATE | 36.0 | $52,000 | $9,202 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hunter-McCormack Group | |||||
| 1600 JFK Blvd 7th floor | PHILADELPHIA | PA | 19103 | Investment Mgmt | $286,757 |
| Foundation Source | |||||
| 55 WALLS DRIVE 3RD FL | FAIRFIELD | CT | 06824 | Administrative | $100,437 |
| 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 | $106,045,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,968,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,013,821 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,013,821 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,650,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,363,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,418,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,418,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74,071 | TotalTaxAmt |
| Distributable Before Adj | $5,344,110 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,344,110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,344,110 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,908,347 | 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 | $6,908,347 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,344,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,375,213 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $6,908,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,375,213 | AppliedToYear1Amt |
| Applied To Current Year | $1,533,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,810,976 | 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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 9 DOTS COMMUNITY LEARNING CENTER | |||||||
| 990 W 190TH ST STE 530 | TORRANCE | CA | 90502 | N/A | PC | Get Coding project | $20,000 |
| ALLENS LANE ART CENTER ASSOCIATION | |||||||
| ALLENS LN AND MACCALLUM STS | PHILADELPHIA | PA | 19119 | N/A | PC | Allens Lane Art Center Accessibility Initiative | $10,000 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 W 55TH ST | NEW YORK | NY | 10019 | N/A | PC | AileyCamp National | $10,000 |
| AMANDLA | |||||||
| 469 BROOKHURST AVE | PENN VALLEY | PA | 19072 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH | |||||||
| 1 NORTHFIELD PLZ STE 300 | NORTHFIELD | IL | 60093 | N/A | PC | DP and GP legacy support fund for 2023-2024 | $50,000 |
| ARTS COUNCIL OF GREATER NEW HAVEN INC | |||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $25,000 |
| ARTS COUNCIL OF GREATER NEW HAVEN INC | |||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | N/A | PC | WABI Arts FOCUS Fellowship fund | $25,000 |
| ARTS FOR LEARNING CONNECTICUT | |||||||
| 1 EVERGREEN AVE STE 33 | HAMDEN | CT | 06518 | N/A | PC | Enriching the work of art educators | $35,000 |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH ST | NEW YORK | NY | 10028 | N/A | PC | School-Based Mental Health fund | $25,000 |
| BEYOND THE BARS INC | |||||||
| 3500 LANCASTER AVE | PHILADELPHIA | PA | 19104 | N/A | PC | Providing an Ecosystem of Support via music for Youth impacted by violence | $12,500 |
| BLUE ENGINE INC | |||||||
| 142 W 57TH ST FL 11 | NEW YORK | NY | 10019 | N/A | PC | Enhancing the Teaching Support Coaching/Model Framework | $75,000 |
| BOSTON MEDICAL CENTER CORPORATION | |||||||
| 801 MASSACHUSETTS AVE 1ST FL | BOSTON | MA | 02118 | N/A | PC | Center for the Urban Child and Healthy Family | $162,268 |
| BREAKTHROUGH OF GREATER PHILADELPHIA INC | |||||||
| 34 W COULTER ST | PHILADELPHIA | PA | 19144 | N/A | PC | General Operations fund to address stipends for Fellows | $50,000 |
| BROCKINGTON ARTS INSTITUTE INC | |||||||
| 1666 LITCHFIELD TPKE | WOODBRIDGE | CT | 06525 | N/A | PC | General & Unrestricted | $10,000 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | Children and Youth Education Program | $7,500 |
| BUSHFIRE THEATRE OF PERFORMING ARTS | |||||||
| 224 S 52ND ST | PHILADELPHIA | PA | 19139 | N/A | PC | The Big Book Club | $25,000 |
| CANAL DOCK BOATHOUSE INC | |||||||
| 475 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | Crew Haven Youth Development Program | $10,000 |
| CARTIE | |||||||
| 326 NAVAJO LOOP | SHELTON | CT | 06484 | N/A | PC | General & Unrestricted | $7,000 |
| CHILDRENS GLOBAL HEALTH FUND INC | |||||||
| 254 MCLAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | La Clinica de Familia La Romana | $200,000 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | N/A | PC | City Year Philadelphia's Whole School Whole Child program | $25,000 |
| CITY YEAR INC - MIAMI | |||||||
| 44 WEST FLAGLER ST SUITE 500 | MIAMI | FL | 33130 | N/A | PC | Whole School Whole Child program across 8 Miami-Dade public schools | $35,000 |
| COLLAB INCORPORATED | |||||||
| PO BOX 38 | NEW HAVEN | CT | 06513 | N/A | PC | New Haven's Youth Accelerator program | $20,000 |
| COLLECTIVE CLIMB | |||||||
| 5541 FLORENCE AVE | PHILADELPHIA | PA | 19143 | N/A | PC | Restorative Practices fund for young people residing in Philadelphia | $10,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH FL | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $5,000 |
| DA VINCI ART ALLIANCE | |||||||
| 704 CATHARINE ST | PHILADELPHIA | PA | 19147 | N/A | PC | 2023 and 2024 STEAM Explorers fund | $10,000 |
| DINNER TABLE DOCUMENTARY INC | |||||||
| 353 HANCOCK ST | BROOKLYN | NY | 11216 | N/A | PC | creating safe spaces for black and brown girls, ages 10-18 | $50,000 |
| DIRECTED INITIATIVES FOR YOUTH INC | |||||||
| 4949 BULLARD AVE STE A | NEW ORLEANS | LA | 70128 | N/A | PC | General & Unrestricted | $50,000 |
| DIY GIRLS | |||||||
| 1201 TRUMAN ST STE D2 | SAN FERNANDO | CA | 91340 | N/A | PC | Creative Technologies Program | $30,000 |
| EDIBLE SCHOOLYARD NEW YORK | |||||||
| PO BOX 737 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $15,000 |
| FEDERATION OF NEIGHBORHOOD CENTERS INC | |||||||
| 1901 S 9TH ST STE 212 | PHILADELPHIA | PA | 19148 | N/A | PC | Double Trellis, Direct Meal and Food Provisions funds | $5,000 |
| FIRST PERSON ARTS INC | |||||||
| 245 S 16TH ST | PHILADELPHIA | PA | 19102 | N/A | PC | Implementation of the "power of story" to every corner of philadelphia with a specific focus on violence prevention among youth | $15,000 |
| FRANKLIN INSTITUTE | |||||||
| 222 NORTH 20TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | The Franklin Institute's Middle School Education Program: Partnerships for achieving careers in technology and science | $25,000 |
| FRESH YOUTH INITIATIVES INC | |||||||
| 505 W 171ST ST | NEW YORK | NY | 10032 | N/A | PC | The Journeys Project: Washington Heights (NYC) OST program | $10,000 |
| GEORGIA E GREGORY INTERDENOMINATIONAL SCHOOL OF MS | |||||||
| 1628 W ALLEGHENY AVE 30 | PHILADELPHIA | PA | 19132 | N/A | PC | 2023-Movement Through Music | $10,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | Increasing program reach to underserved girls in Chester and Delaware counties to build confidence and empowerment through sel and running | $5,000 |
| GLASSBORO CHILD DEVELOPMENT CENTERS | |||||||
| 31 S MAIN ST | GLASSBORO | NJ | 08028 | N/A | PC | expansion of your organization's capacity to implement mission/vision in response to the pandemic | $75,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 1211 SW 5TH AVE STE 1900 | PORTLAND | OR | 97204 | N/A | PC | General & Unrestricted | $15,000 |
| GREENER PARTNERS | |||||||
| PO BOX 221 | FAIRVIEW VLG | PA | 19409 | N/A | PC | addressing barriers to healthy eating and increasing access to fresh food in the Philadelphia region | $10,000 |
| HARLEM GROWN INC | |||||||
| 127 WEST 127TH ST | NEW YORK | NY | 10027 | N/A | PC | Mobile Teaching Kitchen fund | $12,500 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | Expansion of The Hole in the Wall Gang Camp's Hospital outreach program (HOP) into the dc metro region | $25,000 |
| HOPE PARTNERSHIP FOR EDUCATION | |||||||
| 2601 N 11TH ST | PHILADELPHIA | PA | 19133 | N/A | PC | Project Accelerate | $15,000 |
| IFLY YOUTH INCORPORATED | |||||||
| 15703 SWANSCOMBE LOOP | UPPR MARLBORO | MD | 20774 | N/A | PC | Camp iFLY | $10,000 |
| INN DWELLING | |||||||
| 109 E PRICE ST | PHILADELPHIA | PA | 19144 | N/A | PC | Middle Years OST Enrichment Program | $15,000 |
| INTERFAITH CENTER OF GREATER PHILADELPHIA | |||||||
| 100 W OXFORD ST STE E1300 | PHILADELPHIA | PA | 19122 | N/A | PC | Interfaith Youth Initiatives | $25,000 |
| JEWISH RELIEF AGENCY | |||||||
| 225 E CITY AVE STE 210 | BALA CYNWYD | PA | 19004 | N/A | PC | Food Security in Philadelphia Region | $25,000 |
| LAUREUS SPORT FOR GOOD FOUNDATION OF AMERICA | |||||||
| 645 FIFTH AVE 5TH FL | NEW YORK | NY | 10022 | N/A | PC | Youth Development through Sports, New Orleans | $50,000 |
| LAUREUS SPORT FOR GOOD FOUNDATION OF AMERICA | |||||||
| 645 FIFTH AVE 5TH FL | NEW YORK | NY | 10022 | N/A | PC | Training and support of Philadelphia's Interscholastic coaches with positive youth development best-practices with focus on sel | $100,000 |
| LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP | |||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | N/A | PC | LEAP: Capacity building to support growth of services and sustainable funding for the creative and performing arts programs | $150,000 |
| LEVELING THE PLAYING FIELD INC | |||||||
| 6001 MONTROSE RD STE 711 | ROCKVILLE | MD | 20852 | N/A | PC | sports equipment fund for under-resourced students and athletes | $5,000 |
| LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SER | |||||||
| 333 E 115TH ST | NEW YORK | NY | 10029 | N/A | PC | LSA Continued Expansion of Critical Services | $10,000 |
| LOVE FUTBOL | |||||||
| 5105 CHEVY CHASE PKWY NW | WASHINGTON | DC | 20008 | N/A | PC | Built to Play - USA | $307,000 |
| MADONNA MISSION | |||||||
| 152 DEWINDT RD 430 | WINNETKA | IL | 60093 | N/A | PC | After School Program | $10,000 |
| MEDS & FOOD FOR KIDS | |||||||
| 8050 WATSON RD STE 355 | SAINT LOUIS | MO | 63119 | N/A | PC | General & Unrestricted | $50,000 |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | |||||||
| 420 N 20TH ST | PHILADELPHIA | PA | 19130 | N/A | PC | Dependent Children's Meals Program | $35,000 |
| NEED IN DEED | |||||||
| 441 E HIGH ST UNIT A | PHILADELPHIA | PA | 19144 | N/A | PC | Educating and Increasing awareness of Civic Engagement for middle grades | $10,000 |
| NORTH CITY CONGRESS | |||||||
| 827 N FRANKLIN ST | PHILADELPHIA | PA | 19123 | N/A | PC | Intergenerational OST/Summer Enrichment fund | $56,000 |
| NXTHVN INC | |||||||
| 169 HENRY ST | NEW HAVEN | CT | 06511 | N/A | PC | Apprenticeship Program | $25,000 |
| PEACEPLAYERS INTERNATIONAL | |||||||
| PO BOX 33759 | WASHINGTON | DC | 20033 | N/A | PC | PeacePlayers United States Leadership Pipeline | $20,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Experiential Learning embedded with SEL, Team Building, and mastery for middle grades | $25,000 |
| PHILADELPHIA YOUTH FOOTBALL ACADEMY | |||||||
| PO BOX 14234 | PHILADELPHIA | PA | 19138 | N/A | PC | Summer Programming | $5,000 |
| PLAY ON PHILLY | |||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | N/A | PC | General & Unrestricted | $20,000 |
| REEVOLUTION | |||||||
| 4859 W SLAUSON AVE 670 | LOS ANGELES | CA | 90056 | N/A | PC | Rise & Thrive (Empowering Youth through Restorative mentorship) | $40,000 |
| REMAKE | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | Core Support for Education Work | $25,000 |
| REMEMBER NIGER COALITION | |||||||
| 430 E 8TH ST PMB 146 | HOLLAND | MI | 49423 | N/A | PC | Girls' Advancement 2023-24 Academic Year | $12,000 |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD ST 283 | PHILADELPHIA | PA | 19122 | N/A | PC | MusiCore After School and Summer | $10,000 |
| SMITH MEMORIAL PLAYGROUNDS | |||||||
| 3500 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $57,762 |
| SNACC INC | |||||||
| 201 VARICK ST UNIT 542 | NEW YORK | NY | 10014 | N/A | PC | Food Security youth program with East Harlem school | $10,000 |
| SOLAR YOUTH INC | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | N/A | PC | General & Unrestricted | $100,000 |
| SUMMER SEARCH NEW YORK CITY | |||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 94120 | N/A | PC | Depth Mentoring Institute | $12,500 |
| SUPRSEED INC | |||||||
| 3526 W SLAUSON AVE | LOS ANGELES | CA | 90043 | N/A | PC | general & unrestricted | $75,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | N/A | PC | General & Unrestricted | $100,000 |
| TEENS OF COLOR ABROAD | |||||||
| 213 HANCOCK ST | BROOKLYN | NY | 11216 | N/A | PC | General & Unrestricted | $10,000 |
| TEMPLE UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HI | |||||||
| PO BOX 22432 | NEW YORK | NY | 10087 | N/A | PC | Cure Violence Philadelphia: School Mentorship Program | $95,914 |
| TEMPLE UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HI | |||||||
| PO BOX 22432 | NEW YORK | NY | 10087 | N/A | PC | Temple 4.0 - Pincus Urban Health Fellowship fund | $298,128 |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| PO BOX 669394 | DALLAS | TX | 75266 | N/A | PC | Pincus Family Foundation Violence Prevention Scholarship fund at tulane university | $296,355 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 34TH ST CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | Strengthening the Weakest Link in the Chain: Pincus family foundation 'next gen' botswana pediatric patient fund | $5,000 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | N/A | PC | David N. Pincus Global Health Fellowship Endowment fund | $2,000,000 |
| THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||
| 30 S 17TH ST 11TH FLR | PHILADELPHIA | PA | 19103 | N/A | PC | MYA and Musicopia Drumlines, for an after-school percussion program | $30,000 |
| THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||
| 30 S 17TH ST 11TH FLR | PHILADELPHIA | PA | 19103 | N/A | PC | SDP schools fund | $4,700 |
| THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||
| 30 S 17TH ST 11TH FLR | PHILADELPHIA | PA | 19103 | N/A | PC | John F. McCloskey STEAM Project | $25,000 |
| THE JED FOUNDATION | |||||||
| 530 7TH AVE STE 801 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $30,000 |
| THE PINCUS FUND FOR HUNGER RELIEF | |||||||
| 123 EGG HARBOR RD STE 803 | SEWELL | NJ | 08080 | N/A | PF | Expenditure Responsibility Grant | $10,000 |
| THE SCHOOL MINDFULNESS PROJECT INC | |||||||
| 413 S 3RD ST | PHILADELPHIA | PA | 19147 | N/A | PC | creating and sustaining 'mindful' school communities | $40,000 |
| TILT INSTITUTE FOR THE CONTEMPORARY IMAG | |||||||
| 1400 N AMERICAN ST BSMT 103 | PHILADELPHIA | PA | 19122 | N/A | PC | Teen Photo OST Program | $10,000 |
| TOMORROWS WOMEN | |||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | N/A | PC | 2023 Young Leader Arts Program | $15,000 |
| TREE HOUSE BOOKS | |||||||
| 1430 W SUSQUEHANNA AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Expand Books/Literacy Selections for children and youth of the duckrey school community | $12,500 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | General & Unrestricted | $96,994 |
| UNSCRIPTED PROJECT | |||||||
| 3720 SPRUCE ST PMB 404 | PHILADELPHIA | PA | 19104 | N/A | PC | Improvisational theater education in Classrooms K-12 | $10,000 |
| VETRI FOUNDATION FOR CHILDREN | |||||||
| 915 SPRING GARDEN ST STE 103 | PHILADELPHIA | PA | 19123 | N/A | PC | Eat. Educate. Empower. | $15,000 |
| WHYY INC | |||||||
| 150 N 6TH ST | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $20,000 |
| YOGA 4 THE WORLD | |||||||
| 500 W CHELTEN AVE APT 305 | PHILADELPHIA | PA | 19144 | N/A | PC | Yoga 4 Elkin | $10,000 |
| YOUNG SCHOLARS CHARTER SCHOOL INC | |||||||
| 900 N MARSHALL ST | PHILADELPHIA | PA | 19123 | N/A | PC | Accelerating the Trajectory | $50,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 1617 JFK BLVD 20TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL & UNRESTRICTED | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,727,721 | 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 | $89,035 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,534,827 | 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 | $3,001,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,625,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,625,796 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Hirschhorn | PersonNm |
| Short Explanation | *GEORGE HIRSCHHORN, TRUSTEE OF PINCUS FAMILY FOUNDATION (THE "FOUNDATION"), IS PRESIDENT OF THE ACCOUNTING FIRM HIRSCHHORN fry AND ASSOCIATES, A DISQUALIFIED PERSON WHICH PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $15,800 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16c. SUCH ACCOUNTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PRESERVATION HALL FOUNDATION INC | ||||||||||
| 726 SAINT PETER ST | NEW ORLEANS | LA | 70116 | 2021-11-09 | $50,000 | ENHANCEMENT OF THE ONLINE PRES HALL MUSIC LEARNING PLATFORM | $50,000 | NO | 4/5/23 | NONE NECESSARY |
| THE PINCUS FUND FOR HUNGER RELIEF | ||||||||||
| 123 EGG HARBOR ROAD SUITE 803-C | SEWELL | NJ | 08080 | 2021-12-01 | $60,000 | TO SUPPORT THE HUNGER RELIEF PROJECT | $60,000 | NO | 12/21/22, 8/14/23 | NONE NECESSARY |
| THE PINCUS FUND FOR HUNGER RELIEF | ||||||||||
| 123 EGG HARBOR ROAD SUITE 803-C | SEWELL | MN | 08080 | 2022-12-27 | $60,000 | TO SUPPORT THE HUNGER RELIEF PROJECT | NO | 8/14/23 | NONE NECESSARY | |
| THE PINCUS FUND FOR HUNGER RELIEF | ||||||||||
| 123 EGG HARBOR ROAD SUITE 803-C | SEWELL | NJ | 08080 | 2023-11-28 | $10,000 | TO SUPPORT THE HUNGER RELIEF PROJECT | NO | expected in 2024 | none necessary | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | form 990-pf, parts I and XIV | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: 5,727,721 LESS AMOUNT NOT TREATED AS QUALIFYING DISTRIBUTION: 10,000 TOTAL PART I, LINE 25, COLUMN (D): 5,717,721 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (39 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE - 4.450% - 05/14/2046 | $60,030 | $61,727 |
| ABBVIE INC - 2.950% - 11/21/20 | $341,009 | $316,597 |
| AMGEN INC - 2.200% - 02/21/202 | $336,679 | $318,217 |
| AMGEN INC NOTE - 5.650% - 03/0 | $122,915 | $128,930 |
| ANTHEM INC - 2.375% - 01/15/20 | $325,178 | $314,702 |
| ASTRAZENECA PLC NOTE - 3.375% | $350,104 | $312,912 |
| BANK NOVA SCOTIA B CNOTE CALL | $118,068 | $119,502 |
| BANK OF MONTREAL - 2.500% - 06 | $156,378 | $156,642 |
| BRISTOL-MYERS - 3.200% - 06/15 | $345,345 | $314,469 |
| CAPITAL ONE FINL CORP - 6.312% | $115,485 | $118,137 |
| CIGNA CORP - 4.375% - 10/15/20 | $304,234 | $317,240 |
| CITIGROUP INC - 3.887% - 01/10 | $116,781 | $118,081 |
| CVS HEALTH CORP - 2.875% - 06/ | $341,765 | $312,407 |
| DOW CHEMICAL CO NOTE CALL MAKE | $118,721 | $121,717 |
| ENERGY TRANSFER - 6.000% - 06/ | $121,483 | $125,326 |
| EOG RES - 4.150% - 01/15/2026 | $155,311 | $156,566 |
| FIFTH THIRD BANCORP - 3.650% - | $121,621 | $121,799 |
| GOLDMAN SACHS GROUP INC - 3.85 | $116,694 | $117,703 |
| JP MORGAN CHASE - 3.882% - 07/ | $156,544 | $162,635 |
| LOWES COS INC - 1.700% - 09/15 | $58,908 | $60,108 |
| META PLATFORMS INC - 5.600% - | $119,914 | $125,245 |
| MORGAN STANLEY - 5.420% - 07/2 | $97,290 | $100,673 |
| ORACLE CORP NOTE - 6.250% - 11 | $117,975 | $120,939 |
| PARKER-HANNIFIN CORP NOTE - 4. | $58,783 | $59,519 |
| PFIZER INC - 2.950% - 03/15/20 | $315,697 | $309,418 |
| PFIZER INC NOTE - 2.700% - 05/ | $160,552 | $166,548 |
| PNC FINANCIAL SERVICES NOTE - | $156,688 | $158,202 |
| REP SERVICES INC - 1.450% - 02 | $118,557 | $121,891 |
| ROYAL BANK OF CANADA - 1.200% | $157,643 | $159,891 |
| SHIRE ACQUISITIONS - 3.200% - | $98,276 | $99,105 |
| TORONTO DOMINION BANK - 1.950% | $157,107 | $158,997 |
| TRUIST FINANCIAL CORP - 4.260% | $155,174 | $156,709 |
| U.S. BANCORP - 1.450% - 05/12/ | $147,487 | $148,491 |
| UNIFORM MBS #FS3213 - 3.500% - | $689,218 | $694,875 |
| UNIFORM MBS - 2.500% - 03/01/2 | $770,380 | $778,492 |
| UNIFORM MBS POOL - 2.000% - 02 | $224,335 | $226,099 |
| UNIFORM MBS POOL - 2.500% - 06 | $445,825 | $444,983 |
| UNITED TECHNOLOGIES - 4.125% - | $117,998 | $120,232 |
| UNITEDHEALTH GROUP INC - 2.375 | $320,079 | $313,303 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $425,250 | $438,766 |
| AMAZON COM | $273,905 | $421,937 |
| AMPHENOL CORPORATION | $282,142 | $293,127 |
| APPLE INC | $642,866 | $975,550 |
| BLACKROCK INC | $320,613 | $369,369 |
| BLACKROCK STRAT INC OPP PORTFO | $5,885,235 | $5,618,792 |
| BOEING CO | $313,423 | $382,128 |
| BOSTON SCIENTIFIC | $301,725 | $355,242 |
| BROADCOM INC | $145,709 | $287,993 |
| COHEN & STEERS LOW DURATION PR | $2,300,000 | $2,343,687 |
| CONOCOPHILLIPS | $113,007 | $187,105 |
| COSTCO WHOLESALE CORPORATION | $416,913 | $592,092 |
| EDGEWOOD GROWTH FUND INSTI | $9,709,440 | $11,776,684 |
| ELI LILLY & CO | $249,338 | $267,560 |
| EXXON MOBIL CORP | $412,379 | $357,828 |
| FERRARI NV | $174,272 | $194,936 |
| HILTON WORLDWIDE HOLDINGS, INC | $180,129 | $218,690 |
| HOME DEPOT INC | $280,012 | $298,380 |
| HONEYWELL INTL | $144,022 | $145,748 |
| INVESCO AEROSPACE & DEFENSE ET | $2,060,500 | $2,304,000 |
| JP MORGAN CHASE | $379,718 | $461,311 |
| KENVUE INC | $279,065 | $268,436 |
| MCDONALD'S CORP | $263,729 | $286,725 |
| MICROSOFT CORP | $901,947 | $1,172,869 |
| NETFLIX INC | $318,576 | $368,081 |
| NUVEEN SANTA BARBARA DIVIDEND | $8,928,373 | $11,292,268 |
| NVIDIA CORP | $213,717 | $514,038 |
| O'REILLY AUTOMOTIVE INC | $188,079 | $213,768 |
| PACER US CASH COWS 100 ETF | $12,020,859 | $13,036,492 |
| PALO ALTO NETWORKS INC | $72,933 | $137,119 |
| PARKER HANNIFIN CP | $296,955 | $433,519 |
| PROCTER GAMBLE CO | $148,034 | $138,627 |
| PROGRESSIVE CORP OHIO | $254,065 | $333,692 |
| PROLOGIS | $355,976 | $381,505 |
| ROSS STORES, INC | $132,087 | $151,952 |
| S&P GLOBAL INC COM | $339,311 | $357,702 |
| SCHLUMBERGER LTD | $159,113 | $191,871 |
| SELECT SECTOR SPDR ENERGY FUND | $1,805,490 | $1,943,411 |
| SERVICE NOW | $200,430 | $281,890 |
| SPDR BLACKSTONE/GSO SENIOR LOA | $1,550,428 | $1,551,410 |
| SPDR S&P METALS & MINING ETF | $1,582,190 | $1,724,899 |
| TESLA MOTORS INC | $211,376 | $222,390 |
| THERMO FISHER SCIENTIFIC INC | $147,312 | $145,967 |
| TORONTO DOMINION | $159,963 | $145,524 |
| UNION PACIFIC | $342,799 | $365,974 |
| UNITED RENTALS INC | $199,133 | $235,102 |
| UNITEDHEALTH GROUP INC | $376,652 | $394,326 |
| VANGUARD HEALTH CARE ETF | $2,023,342 | $2,035,684 |
| VANGUARD HIGH DIV YIELD | $9,894,607 | $12,554,468 |
| VANGUARD INDUSTRIALS ETF | $1,493,554 | $1,878,064 |
| VANGUARD SMALL-CAP VALUE ETF | $6,022,489 | $7,110,615 |
| VANGUARD TOTAL INTERNATIONAL S | $3,200,903 | $3,434,999 |
| VISA INC | $362,232 | $432,962 |
| WAL-MART STORES INC | $273,873 | $312,778 |
| WELLTOWER INC. | $188,317 | $203,604 |
| ZOETIS INC | $307,428 | $366,713 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,354,384 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,495,029 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITY DEPOSIT-TOWER COMMONS | CategoryOrItemTxt |
| Book Value | $6,400 | BookValueAmt |
| EOYFMV | $6,400 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $37,170 | LegalFeesAmt |
| Disbursements Charitable Prps | $37,170 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $100,437 | $100,437 | |
| Bank Charges | $270 | $270 | |
| Computers/Electronic Devices | $3,407 | $3,407 | |
| Digital Subscriptions | $10,014 | $10,014 | |
| Equipment/Furniture Purchase | $500 | $500 | |
| Foundation Dues & Memberships | $31,714 | $31,714 | |
| Indemnification Insurance | $762 | $762 | |
| PLAN ADMINISTRATION FEES | $2,580 | $2,580 | |
| ANNUAL CREDIT CARD FEES | $225 | $225 | |
| Office Supplies | $4,280 | $4,280 | |
| Payroll Processing Fees | $2,384 | $2,384 | |
| Postage/Delivery Service | $26 | $26 | |
| Temp Help | $930 | $930 | |
| TRAINING & PROF DEVELOPMENT | $33,075 | $33,075 | |
| Website Hosting/Support | $5,101 | $5,101 | |
| CREDIT CARD FEES | $39 | $39 | |
| RENTAL EXPENSES | $3,500 | $3,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $286,757 | $286,757 | |
| PHOTOGRAPHY SERVICES | $1,125 | $1,125 | |
| WEBSITE DESIGN SERVICES | $19,842 | $19,842 | |
| IT SUPPORT SERVICES | $779 | $779 | |
| ADMINISTRATION OF FOUNDATION | $15,800 | $7,900 | $7,900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $71,000 | |
| 990-PF Excise Tax for 2022 | $21,210 | |
| Foreign Tax Paid | $1,991 | $1,991 |
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