PINCUS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: PINCUS FAMILY FOUNDATION (EIN 25-6874818)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-05-15
IRS object ID: 201801359349101760
Schema version: 2017v2.3
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
Schedule B
Accounting Fees Schedule
Compensation Explanation
Depreciation Schedule
Expenditure Responsibility Stmt
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	2018-05-15T10:40:49-05:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2018-04-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$76,932,750	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	$60,268	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$24,277	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$24,277	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,530,370	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,530,370	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,701,549	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$15,647,295	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,701,549	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,316,464	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,256,196	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss	$231,154	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$231,154	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$29,770	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$29,770	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$23,481	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$23,481	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$5,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,750	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$2,750	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$170,007	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$167,699	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,308	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$51,655	TaxesRevAndExpnssAmt
Occupancy Rev And Expnss	$13,446	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$13,446	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$38,030	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$38,030	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$89,167	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$97	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$89,070	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$652,210	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$170,546	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$430,009	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,018,270	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,018,270	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,670,480	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$170,546	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,448,279	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$645,984	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,085,650	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,946,836	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$6,164,791	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$6,164,791	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$57,622,636	CorporateStockBOYAmt
Corporate Stock EOY	$58,166,278	CorporateStockEOYAmt
Corporate Stock EOYFMV	$65,786,851	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$7,162,363	CorporateBondsBOYAmt
Corporate Bonds EOY	$5,040,350	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,973,083	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,625	OtherInvestmentsBOYAmt
Other Investments EOY	$8,025	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$8,025	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$68,733,460	TotalAssetsBOYAmt
Total Assets EOY	$69,379,444	TotalAssetsEOYAmt
Total Assets EOYFMV	$76,932,750	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$68,733,460	RetainedEarningBOYAmt
Retained Earning EOY	$69,379,444	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$68,733,460	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$69,379,444	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$68,733,460	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$69,379,444	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$68,733,460	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$645,984	ExcessRevenueOverExpensesAmt
Subtotal	$69,379,444	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$69,379,444	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	$15,647,295	GrossSalesPriceAmt
Cost Or Other Basis	$13,945,746	CostOrOtherBasisAmt
Gain Or Loss	$1,701,549	GainOrLossAmt
Gains Minus Excess Or Losses	$1,701,549	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,701,549	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,781,274	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$66,075,640	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.026958	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,547,765	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$67,277,456	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.023006	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$911,969	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$67,006,774	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.01361	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$705,543	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$43,431,109	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.016245	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,113,803	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,488,968	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.071909	DistributionYr5Rt
Total Distribution	0.151728	TotalDistributionRt
Average Distribution	0.030346	AverageDistributionRt
Net Vl Noncharitable Assets	$72,936,141	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,213,320	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$30,857	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,244,177	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$2,448,279	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$30,857	InvestmentIncomeExciseTaxAmt
Subtotal	$30,857	SubtotalAmt
Tax Based On Investment Income	$30,857	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$37,140	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$37,140	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$6,283	OverpaymentAmt
Applied To ES Tax	$6,283	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	Yes (true)	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	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

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
Employee Benefits	$15,550	EmployeeBenefitsAmt

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	$165,391
Foundation Source
55 Walls Drive	Fairfield	CT	06824	Administrative	$73,949

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	$68,789,371	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,255,427	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,046	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$74,046,844	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$74,046,844	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,110,703	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$72,936,141	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,646,807	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,646,807	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$30,857	TaxBasedOnInvestmentIncomeAmt
Total Tax	$30,857	TotalTaxAmt
Distributable Before Adj	$3,615,950	DistributableBeforeAdjAmt
Distributable Before Ded	$3,615,950	DistributableBeforeDedAmt
Distributable As Adjusted	$3,615,950	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,448,279	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	$2,448,279	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$30,857	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,417,422	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,615,950	DistributableAsAdjustedAmt
Undistributed Income PY	$301,461	UndistributedIncomePYAmt
Prior Year1	2015	PriorYear1Yr
Prior Year2	2014	PriorYear2Yr
Prior Year3	2013	PriorYear3Yr
Qualifying Distributions	$2,448,279	QualifyingDistributionsAmt
Applied To Year1	$301,461	AppliedToYear1Amt
Applied To Current Year	$2,146,818	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$1,469,132	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 (52 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACADEMY OF NOTRE DAME DE NAMUR
560 SPROUL RD	VILLANOVA	PA	19085	N/A	PC	Sr. Regina Scholarship Fund	$750
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH
1 NORTHFIELD PLZ STE 300	NORTHFIELD	IL	60093	N/A	PC	General & Unrestricted	$50,000
ANGELS BASEBALL
564 WOODSIDE AVE	BERWYN	PA	19312	N/A	PC	General & Unrestricted	$500
ANGELS OF GOD CLOTHING CLOSET
334 S BROADWAY	PITMAN	NJ	08071	N/A	PC	General & Unrestricted	$1,000
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWY	PHILADELPHIA	PA	19130	N/A	PC	Charitable Event	$25,000
BECAUSE INTERNATIONAL CORP
1224 1ST ST S STE 301	NAMPA	ID	83651	N/A	PC	The Shoe That Grows: Product and Production Project	$40,000
BLUE ENGINE INC
75 BROAD ST RM 2900	NEW YORK	NY	10004	N/A	PC	General & Unrestricted	$20,000
BOSTON MEDICAL CENTER CORPORATION
85 E CONCORD ST RM 2212	BOSTON	MA	02118	N/A	PC	BMC Center for the Urban Child and Healthy Family project	$299,731
COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
1700 SPRING GARDEN ST ANX 7TH FL	PHILADELPHIA	PA	19130	N/A	PC	Holiday Meals Shoprite Gift Cards Project	$7,500
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	$50,000
COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
1700 SPRING GARDEN ST ANX 7TH FL	PHILADELPHIA	PA	19130	N/A	PC	Charitable Event	$2,002
CONNECTICUT CENTER FOR SCHOOL CHANGE INC
151 NEW PARK AVE STE 15	HARTFORD	CT	06106	N/A	PC	I Am Shakespeare: Viewing Guide/Curriculum Project	$45,000
ELWYN
111 ELWYN RD	ELWYN	PA	19063	N/A	PC	Interactive / Accessible Outdoor Playscape Project	$50,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BLVD MAIL ZONE NCW4B	BOSTON	MA	02210	N/A	PC	he Lipschutz Family Charitable Fund	$2,500
FOUNDATION CENTER
32 OLD SLIP 24TH FL	NEW YORK	NY	10005	N/A	PC	General & Unrestricted	$5,000
FRANKLIN INSTITUTE
222 N 20TH ST	PHILADELPHIA	PA	19103	N/A	PC	Youth Education Programs	$10,000
GLASSBORO CHILD DEVELOPMENT CENTERS
31 S MAIN ST	GLASSBORO	NJ	08028	N/A	PC	General & Unrestricted	$500
GLASSBORO CHILD DEVELOPMENT CENTERS
31 S MAIN ST	GLASSBORO	NJ	08028	N/A	PC	Glassboro Child Development Centers School Age Programs	$37,500
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 Program	$25,000
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	General & Unrestricted	$1,500
MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE
1425 HORSHAM RD	NORTH WALES	PA	19454	N/A	PC	General & Unrestricted	$2,500
METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
420 N 20TH ST	PHILADELPHIA	PA	19130	N/A	PC	Nourishing Meals for Children of People with Severe Illnesses Project	$10,000
NEIGHBORHOOD MUSIC SCHOOL INC
100 AUDUBON ST	NEW HAVEN	CT	06510	N/A	PC	I Am Shakespeare Project	$25,000
NORTH CENTRAL VICTIM SERVICES
1538 CECIL B MOORE AVE	PHILADELPHIA	PA	19121	N/A	PC	General & Unrestricted	$500
NORTH CITY CONGRESS
1438 N BROAD ST	PHILADELPHIA	PA	19121	N/A	PC	North Broad Senior Center	$750
ONE HOUSE AT A TIME
411 SUSQUEHANNA RD	AMBLER	PA	19002	N/A	PC	General & Unrestricted	$10,000
PHILADELPHIA INDEPENDENT MISSION SCHOOLS
640 FREEDOM CENTER DR STE 115	KING OF PRUSSIA	PA	19406	N/A	PC	The DePaul Catholic School	$500
PHILADELPHIA JEWISH SPORTS HALL OF FAME INC
123 S BROAD ST STE 1835	PHILADELPHIA	PA	19109	N/A	PC	Commemorative Program Book Ad	$500
PHILANTHROPY NETWORK GREATER PHILADELPHIA
230 S BROAD ST STE 402	PHILADELPHIA	PA	19102	N/A	PC	General & Unrestricted	$875
PRESERVATION HALL FOUNDATION INC
828 ROYAL ST 534	NEW ORLEANS	LA	70116	N/A	PF	EXPENDITURE RESPONSIBILITY GRANT	$150,000
PROJECT HOME
1515 FAIRMOUNT AVE	PHILADELPHIA	PA	19130	N/A	PC	Charitable Event	$5,000
SMITH MEMORIAL PLAYGROUNDS
3500 RESERVOIR DR	PHILADELPHIA	PA	19121	N/A	PC	General Operating expenses	$50,000
SMITH MEMORIAL PLAYGROUNDS
3500 RESERVOIR DR	PHILADELPHIA	PA	19121	N/A	PC	Charitable Event	$6,377
SOLAR YOUTH INC
53 WAYFARER ST	NEW HAVEN	CT	06515	N/A	PC	Thanksgiving Gift Cards Program	$2,500
SOLAR YOUTH INC
53 WAYFARER ST	NEW HAVEN	CT	06515	N/A	PC	Steward Support Team Initiative	$50,000
SWARTHMORE COLLEGE
500 COLLEGE AVE	SWARTHMORE	PA	19081	N/A	PC	General & Unrestricted	$10,000
SWARTHMORE COLLEGE
500 COLLEGE AVE	SWARTHMORE	PA	19081	N/A	PC	Chester Children's Chorus Program	$40,000
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 Urban Health Fellowship Program	$298,128
THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION
PO BOX 781352	PHILADELPHIA	PA	19178	N/A	PC	The Children's Hospital of Philadelphia David N. Pincus Global Health Fellowship Project	$300,000
THE DAVID SHELDRICK WILDLIFE TRUST USA
25283 CABOT RD STE 101	LAGUNA HILLS	CA	92653	N/A	PC	General & Unrestricted	$2,500
TRANSPLANT RECIPIENTS INTERNATIONAL ORGANIZATION I
13705 CURRANT LOOP	GAINESVILLE	VA	20155	N/A	PC	General & Unrestricted	$2,500
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	payment of invoice to Cozen O' Connor on behalf of the trustees of columbia university	$8,657
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NW	WASHINGTON	DC	20001	N/A	PC	General & Unrestricted	$500
UNITED STATES COMMITTEE SPORTS FOR ISRAEL INC
1511 WALNUT ST STE 401	PHILADELPHIA	PA	19102	N/A	PC	Charitable Event	$5,000
WEST PHILADELPHIA ALLIANCE FOR CHILDREN
5070 PARKSIDE AVE STE 1414	PHILADELPHIA	PA	19131	N/A	PC	General & Unrestricted	$5,000
WNET
825 8TH AVE	NEW YORK	NY	10019	N/A	PC	Early Childhood Matters Film Project	$15,000
WOMEN ORGANIZED AGAINST RAPE
1617 JOHN F KENNEDY BLVD STE 1100	PHILADELPHIA	PA	19103	N/A	PC	General & Unrestricted	$500
WORLD VISION
PO BOX 9716	FEDERAL WAY	WA	98063	N/A	PC	Famine in South Sudan Program	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,018,270	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	$24,277	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,530,370	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	$1,701,549	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	$3,256,196	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,256,196	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Estate of David Pincus	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	123 South Broad Street 1230	AddressLine1Txt
City	Philadelphia	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19109	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$60,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	General Consultations	CategoryTxt
Amt	$5,500	Amt
Net Investment Income	$2,750	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,750	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, 2017, THE FOUNDATION PAID $10,116 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

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PRESERVATION HALL FOUNDATION INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	828 ROYAL STREET 534	AddressLine1Txt
City	NEW ORLEANS	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70116	ZIPCd

Field	Value	IRS element (for citing)
Grant	2017-03-02	GrantDt
Grant	$150,000	GrantAmt
Purpose Of Grant	to support the national music curriculum program	PurposeOfGrantTxt
Any Diversion By Grantee	NO	AnyDiversionByGranteeTxt
Dates Of Reports By Grantee	report expected in 2018	DatesOfReportsByGranteeTxt
Results Of Verification	none necessary	ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SLM CORP - 2.250% - 05/03/2019	$499,751	$508,198
GOLDMAN SACHS - 5.375% - 12/31	$609,005	$618,000
ENTERPRISE PRODUCTS - 7.034% -	$853,225	$750,000
AIG INC - 1.242% - 09/18/2023	$729,724	$742,523
WELLS FARGO & CO NEW DEPOSITAR	$795,005	$830,662
JP MORGAN CHASE - 5.300% - 12/	$763,130	$777,825
ENERGY TRANSFER PRTNRS LP - 3.	$790,510	$745,875

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES BARCLAYS TIPS BOND FUN	$1,035,302	$1,026,720
VANGUARD INFORMATION TECHNOLOG	$1,978,613	$1,960,287
VANGUARD MTRL ETF	$2,009,400	$2,050,500
CLEARBRIDGE AGGRESSIVE GROWTH	$5,262,191	$5,436,985
CITIGROUP CAPITAL XIII - 7.875	$755,430	$755,700
ISHARES TRUST MSCI EAFE INDEX	$2,236,725	$2,425,695
KBW REGIONAL BANKING ETF	$1,426,649	$2,062,693
VANGUARD SMALL-CAP VALUE ETF	$3,593,413	$4,846,470
DB X TRACKERS MSCI EUROPE HEDG	$1,273,506	$1,421,000
VANGUARD ST BOND ETF	$5,283,260	$5,220,600
VANGUARD HIGH DIV YIELD	$4,354,871	$5,822,840
CAPPED LEVERAGED RUSSELL 2000	$750,000	$852,000
R2000 CIBC MARKET LINKED 9/28/	$750,000	$839,250
MSCI EM MARKET LINKED 11/21/18	$750,000	$872,475
INTL BKT ARN ISSUER BARC	$750,000	$852,000
JPNK400 ARNS ISSUER BNS	$750,000	$853,500
R2000 ARNS BNS 13.5% 5/25/18	$750,000	$813,750
SX5E ARN ISSUER BOFA	$750,000	$723,750
SX5E CLIRN ISSUER BOFA CAP 28.	$750,000	$711,225
VANGUARD FTSE EMERGING MARKETS	$4,507,216	$5,495,427
NUVEEN SANTA BARBARA DIVIDEND	$5,000,000	$5,665,061
HARDING LOEVNER INTL EQUITY	$3,969,490	$5,236,732
BLACKROCK STRAT INC OPP - INS	$5,120,000	$5,143,483
FEDERATED STRAT VAL FD IS	$4,360,212	$4,698,708

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
SECURITY DEPOSIT - 15 E. HIGH	$1,625	$1,625
SECURITY DEPOSIT - TOWER COMMO	$6,400	$6,400

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	General Consultations	CategoryTxt
Legal Fees	$23,481	LegalFeesAmt
Disbursements Charitable Prps	$23,481	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$73,949	$73,949
Bank Charges	$249	$152	$97
ANNUAL CREDIT CARD FEE	$175	$175
Foundation Dues & Memberships	$4,175	$4,175
Insurance Premiums	$2,602	$2,602
OFFICE EXPENSES	$1,960	$1,960
Payroll Processing Fees	$2,830	$2,830
Postage/Delivery Service	$47	$47
TRAINING & PROF DEVELOPMENT	$443	$443
Website Hosting/Support	$1,288	$1,288
COMPUTERS/ELECTRONIC DEVICES	$1,449	$1,449

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services	$165,391	$165,391
ADMINISTRATION OF FOUNDATION	$4,616	$2,308	$2,308

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
990-PF Estimated Tax for 2017	$36,100
990-PF Extension for 2016	$15,555