PINCUS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PINCUS FAMILY FOUNDATION (EIN 25-6874818)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-22
- IRS object ID
- 201722349349100022
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2017-08-22T15:16:29-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-08-08 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520172345000015 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,313,123 | 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 | $2,945 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,945 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,229,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,229,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$183,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,273,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,048,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,232,034 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $215,798 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $215,798 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,253 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,253 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,037 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,037 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,135 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,135 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,121 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,753 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $13,555 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $13,555 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,060 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,060 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $834 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $834 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $561,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,268 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $367,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,413,436 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,413,436 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,975,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,268 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,781,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,080,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,509,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,946,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,946,836 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,209,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,622,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,664,876 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,939,576 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,162,363 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,699,786 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,625 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $68,659,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,733,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,313,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $68,659,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,733,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,659,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,733,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,659,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,733,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,659,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,526 | ExcessRevenueOverExpensesAmt |
| Subtotal | $68,733,460 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,733,460 | 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 | $12,273,274 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,456,487 | CostOrOtherBasisAmt |
| Gain Or Loss | -$183,213 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$183,213 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$183,213 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,547,765 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,277,456 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023006 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $911,969 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,006,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01361 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $705,543 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,431,109 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016245 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,113,803 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,488,968 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071909 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,899,040 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,093,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.937067 | DistributionYr5Rt |
| Total Distribution | 1.061837 | TotalDistributionRt |
| Average Distribution | 0.212367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,075,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,032,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,053,093 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,781,274 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,615 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,615 | SubtotalAmt |
| Tax Based On Investment Income | $41,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,100 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,555 | AppliedToEsTaxAmt |
| Total Payments And Credits | $42,655 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,040 | OverpaymentAmt |
| Applied To ES Tax | $1,040 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | false | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE SCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E HIGH STREET SUITE G | AddressLine1Txt |
| City | GLASSBORO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $210,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Merrill Lynch | |||||
| 153 East 53rd Street 47th Floor | New York | NY | 10022 | Investment MGT | $145,140 |
| Foundation Source | |||||
| 55 Walls Drive | Fairfield | CT | 06824 | Administrative | $72,715 |
| 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 | $62,967,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,112,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,081,868 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,081,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,006,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,075,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,303,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,303,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,615 | TotalTaxAmt |
| Distributable Before Adj | $3,262,167 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,262,167 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,262,167 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,781,274 | 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 | $1,781,274 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,781,274 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,262,167 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $573,457 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $605,975 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,179,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,781,274 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,781,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,179,432 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,179,432 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $301,461 | UndistributedIncomeCYAmt |
| 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS OF GOD CLOTHING CLOSET | |||||||
| 334 S BROADWAY | PITMAN | NJ | 08071 | N/A | PC | General & Unrestricted | $500 |
| ASSESS THE NEED | |||||||
| PO BOX 307 | LIVINGSTON | LA | 70754 | N/A | PC | Flood Relief Assistance Program | $5,000 |
| BLUE ENGINE INC | |||||||
| 75 BROAD ST RM 2900 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $20,000 |
| COMMUNITY ARTS CENTER | |||||||
| 414 PLUSH MILL RD | WALLINGFORD | PA | 19086 | N/A | PC | General & Unrestricted | $2,500 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH FL | PHILADELPHIA | PA | 19130 | N/A | PC | Pincus Emergency Fund | $20,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH FL | PHILADELPHIA | PA | 19130 | N/A | PC | Single Stop Program | $100,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH FL | PHILADELPHIA | PA | 19130 | N/A | PC | Pincus Family Foundation Emergency Fund/ Scholarship to the Finish Line fund | $30,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH FL | PHILADELPHIA | PA | 19130 | N/A | PC | Thanksgiving Meal Gift Cards | $7,500 |
| DESIGN MUSEUM FOUNDATION INC | |||||||
| 15 CHANNEL CENTER ST 211 | BOSTON | MA | 02210 | N/A | PC | Design and Play Book Publication Project | $20,700 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD MAIL ZONE NCW4B | BOSTON | MA | 02210 | N/A | PC | The Lipschutz Family Charitable Fund | $2,500 |
| FRANKLIN INSTITUTE | |||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | Youth Education Programs | $25,000 |
| GLASSBORO CHILD DEVELOPMENT CENTERS | |||||||
| 31 S MAIN ST | GLASSBORO | NJ | 08028 | N/A | PC | General & Unrestricted | $26,500 |
| GOLDEN SLIPPER CENTER FOR SENIORS | |||||||
| 3901 CONSHOHOCKEN AVE | PHILADELPHIA | PA | 19131 | N/A | PC | General & Unrestricted | $500 |
| GRANT FOUNDATION | |||||||
| 2840 LIBERTY AVE | PITTSBURGH | PA | 15222 | N/A | PC | General & Unrestricted | $2,500 |
| GRANT FOUNDATION | |||||||
| 2840 LIBERTY AVE | PITTSBURGH | PA | 15222 | N/A | PC | Malnutrition Prevention Program | $25,000 |
| GRANT FOUNDATION | |||||||
| 2840 LIBERTY AVE | PITTSBURGH | PA | 15222 | N/A | PC | Hurricane Matthew Relief Program | $10,000 |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA | |||||||
| 2100 ARCH ST 3RD FL | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $2,500 |
| LOVE FROM LENNY | |||||||
| 741 N RINGGOLD ST | PHILADELPHIA | PA | 19130 | N/A | PC | Charitable Event | $1,500 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $500 |
| PHILADELPHIA CHILDRENS ALLIANCE | |||||||
| 300 E HUNTING PARK AVE | PHILADELPHIA | PA | 19124 | N/A | PC | PCA's Mental Health Therapy Program | $5,000 |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | N/A | PC | Charitable Event | $5,000 |
| SAMARITAN CENTER OF GLASSBORO INC | |||||||
| 123A HIGH ST E | GLASSBORO | NJ | 08028 | N/A | PC | General & Unrestricted | $500 |
| SMITH MEMORIAL PLAYGROUNDS | |||||||
| 3500 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $50,000 |
| SMITH MEMORIAL PLAYGROUNDS | |||||||
| 3500 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $6,666 |
| SOCRATES SCULPTURE PARK INC | |||||||
| PO BOX 6259 32-01 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | N/A | PC | General & Unrestricted | $2,500 |
| SOLAR YOUTH INC | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | N/A | PC | Steward Support Team Initiative Project | $50,000 |
| SOLAR YOUTH INC | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | N/A | PC | Holiday Meals Initiative | $2,500 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | N/A | PC | Summer Camp Program | $5,000 |
| T A S K | |||||||
| 72 HALF ESCHER ST | TRENTON | NJ | 08605 | N/A | PC | Holiday Meals Initiative | $2,500 |
| TEMPLE UNIVERSITY-OF THE COMMONWEALTH SYSTEM OF HI | |||||||
| PO BOX 827651 | PHILADELPHIA | PA | 19182 | N/A | PC | Pincus Family Foundation Urban Health Fellowship Program | $149,064 |
| TEMPLE UNIVERSITY-OF THE COMMONWEALTH SYSTEM OF HI | |||||||
| PO BOX 827651 | PHILADELPHIA | PA | 19182 | N/A | PC | Pincus Family Foundation Urban Health Fellowship program | $149,064 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | N/A | PC | Global Health Fellowship Program | $300,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 722 W 168TH ST 12TH FL | NEW YORK | NY | 10032 | N/A | PC | IFAP Global Health Program | $325,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 722 W 168TH ST 12TH FL | NEW YORK | NY | 10032 | N/A | PC | Zika Virus Health Education, Prevention and Surveillance Program in the dominican republic | $50,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 722 W 168TH ST 12TH FL | NEW YORK | NY | 10032 | N/A | PC | Children's Global Health Fund | $2,442 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Student Scholarships fund | $500 |
| UNITED STATES FRIENDS OF THE DAVID SHELDRICK WILDL | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $1,250 |
| WISTAR INSTITUTE OF ANATOMY & BIOLOGY | |||||||
| 3601 SPRUCE ST | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $2,500 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | General & Unrestricted | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,413,436 | 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 | $2,945 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,229,089 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$183,213 | 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 | $2,048,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,048,821 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $2,270 | Amt |
| Net Investment Income | $1,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,135 | DisbursementsCharitablePrpsAmt |
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 at the accounting firm Hirschhorn FRY and Associates, A disqualified person which provides accounting and administrative services to the foundation. During the taxable year ending December 31, 2016, the foundation paid $9,965 for accounting and administrative services rendered by such disqualified person as reported in form 990-PF Part 1, Lines 16B and 16C. Such accounting firm billed the foundation at the same rate or below the rate it charges its other clients. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIG INC - 1.242% - 09/18/2023 | $729,724 | $724,118 |
| BANK NOVA SCOTIA - 4.000% - 01 | $750,000 | $674,625 |
| CITIGROUP INC SR NTS - 0.000% | $600,000 | $612,180 |
| ENERGY TRANSFER PRTNRS L P - 3 | $790,510 | $678,513 |
| ENTERPRISE PRODUCTS - 7.034% - | $853,225 | $765,765 |
| GOLDMAN SACHS - 5.375% - 12/31 | $609,005 | $606,000 |
| JP MORGAN CHASE - 5.300% - 12/ | $763,130 | $765,420 |
| SLM CORP - 2.250% - 05/03/2019 | $499,751 | $500,520 |
| THE ROYAL BANK OF SCOTLAND (10 | $772,013 | $585,221 |
| WELLS FARGO & CO NEW DEPOSITAR | $795,005 | $787,424 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKTIEBOLAGET SVENSK EXPORT | $750,000 | $857,550 |
| BLACKROCK STRAT INC OPP - INS | $4,120,000 | $4,088,410 |
| CAPPED LEVERAGED RUSSELL 2000 | $750,000 | $776,250 |
| CITIGROUP CAPITAL XIII - 7.875 | $755,430 | $710,050 |
| CLEARBRIDGE AGGRESSIVE GROWTH | $4,968,390 | $4,742,772 |
| DB X TRACKERS MSCI EUROPE HEDG | $3,343,717 | $3,298,100 |
| FEDERATED STRAT VAL FD IS | $4,915,169 | $5,156,224 |
| HARDING LOEVNER INTL EQU | $4,820,180 | $5,032,320 |
| ISHARES BARCLAYS TIPS BOND FUN | $1,955,571 | $1,923,890 |
| ISHARES TRUST MSCI EAFE INDEX | $2,236,725 | $1,991,685 |
| JPNK400 ARN ISSUER BAC | $750,000 | $698,250 |
| KBW REGIONAL BANKING ETF | $1,952,095 | $2,625,683 |
| MSCI EM MARKET LINKED 11/21/18 | $750,000 | $720,150 |
| NUVEEN SANTA BARBARA DIVIDEND | $5,000,001 | $4,941,422 |
| R2000 CIBC MARKET LINKED 9/28/ | $750,000 | $747,750 |
| SELECT SECTOR SPDR ENERGY FUND | $1,658,657 | $2,011,044 |
| SLM CORPORATION | $690,010 | $563,000 |
| SX5E ARN ISSUER BAC | $750,000 | $717,750 |
| VANGUARD FTSE EMERGING MARKETS | $4,507,216 | $4,282,866 |
| VANGUARD HIGH DIV YIELD | $4,354,871 | $5,152,360 |
| VANGUARD SMALL-CAP VALUE ETF | $3,593,413 | $4,416,500 |
| VANGUARD ST BOND ETF | $4,251,191 | $4,210,850 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RENT SECURITY DEPOSIT | CategoryOrItemTxt |
| Book Value | $1,625 | BookValueAmt |
| EOYFMV | $1,625 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $12,037 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,037 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $72,715 | $72,715 | |
| Bank Charges | $90 | $90 | |
| Foundation Dues & Memberships | $4,125 | $4,125 | |
| INSURANCE EXPENSE | $2,606 | $2,606 | |
| OFFICE EXPENSES | $2,125 | $2,125 | |
| Payroll Processing Fees | $1,462 | $1,462 | |
| Postage/Delivery Service | $152 | $152 | |
| Website Hosting/Support | $685 | $685 | |
| ANNUAL CREDIT CARD FEE | $175 | $175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administration of Foundation | $7,695 | $4,903 | $2,792 |
| Investment Management Services | $145,140 | $145,140 | |
| IT SUPPORT | $300 | $300 | |
| Website Development | $5,735 | $5,735 | |
| EMPLOYEE BENEFIT SERVICES | $1,294 | $1,294 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $27,100 |
| 990-PF Excise Tax for 2015 | $12 |
| 990-PF Extension for 2015 | $15,641 |
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