PINCUS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PINCUS FAMILY FOUNDATION (EIN 25-6874818)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-14
- IRS object ID
- 201632589349100013
- Schema version
- 2015v2.1
- 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 | 2016-09-14T13:33:27-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-09-07 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,168,106 | 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 | $7,100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,038,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,038,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,362,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,217,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $683,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,045,136 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $150,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $150,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,637 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,637 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,357 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,357 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,179 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,363 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,425 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $13,548 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $13,548 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,914 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,914 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $273 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $273 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,449 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,089 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $485,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $278,274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,269,491 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,269,491 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,755,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,547,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,071,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,918,260 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,576,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,509,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,509,265 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,411,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,209,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,777,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,741,622 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,939,576 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,879,593 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,625 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $69,731,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,659,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,168,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $69,731,871 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,659,934 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,731,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,659,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,731,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,659,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,731,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,071,937 | ExcessRevenueOverExpensesAmt |
| Subtotal | $68,659,934 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,659,934 | 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 | $29,217,831 | GrossSalesPriceAmt |
| Cost Or Other Basis | $30,579,838 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,362,007 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,362,007 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,362,007 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $911,969 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,006,774 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01361 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $705,543 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,431,109 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.016245 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,113,803 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,488,968 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,899,040 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,093,739 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.937067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,401,692 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,510,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.310735 | DistributionYr5Rt |
| Total Distribution | 1.349566 | TotalDistributionRt |
| Average Distribution | 0.269913 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,277,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,159,060 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,178,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,547,765 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,365 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,365 | SubtotalAmt |
| Tax Based On Investment Income | $38,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,641 | AppliedToEsTaxAmt |
| Total Payments And Credits | $38,641 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $288 | EsPenaltyAmt |
| Tax Due | $12 | 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 | 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 | $150,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hunter-McCormack Group | |||||
| 1650 MARKET STREET 29th Fl | PHILADELPHIA | PA | 19103 | Investment Mgt | $112,179 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $73,291 |
| 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 | $57,933,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,366,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,301,986 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,301,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,024,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,277,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,363,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,363,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,365 | TotalTaxAmt |
| Distributable Before Adj | $3,325,508 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,325,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,325,508 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,547,765 | 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 | $1,547,765 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,547,765 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,325,508 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $2,351,200 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $605,975 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,957,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,547,765 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,547,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,777,743 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,777,743 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,179,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,179,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $573,457 | ExcessFromYear4Amt |
| Excess From Year3 | $605,975 | ExcessFromYear3Amt |
| 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH | |||||||
| PO BOX 667 | DEERFIELD | IL | 60015 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH | |||||||
| PO BOX 667 | DEERFIELD | IL | 60015 | N/A | PC | Gerry and David Pincus Fitness Center Project | $75,000 |
| BAKER INDUSTRIES INC | |||||||
| 184 PENNSYLVANIA AVE | MALVERN | PA | 19355 | N/A | PC | General & Unrestricted | $250 |
| BLUE ENGINE INC | |||||||
| 75 BROAD ST | NEW YORK | NY | 10004 | N/A | PC | Blue Engine Core Program 2014-15 | $10,000 |
| CHILDRENS CANCER AND BLOOD FOUNDATION INC | |||||||
| 333 E 38TH ST STE 830 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,500 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH | PHILADELPHIA | PA | 19130 | N/A | PC | Pincus Emergency Fund | $50,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH | PHILADELPHIA | PA | 19130 | N/A | PC | Single Stop Program | $100,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH | PHILADELPHIA | PA | 19130 | N/A | PC | Pincus Family Foundation Emergency Fund/Scholarship to the Finish Line Project | $32,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH | PHILADELPHIA | PA | 19130 | N/A | PC | Thanksgiving Meal Gift Cards Fund | $7,500 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 93117 | N/A | PC | Nepal Relief Fund | $10,000 |
| ELWYN | |||||||
| 111 ELWYN RD | ELWYN | PA | 19063 | N/A | PC | General & Unrestricted | $2,500 |
| GLASSBORO CHILD DEVELOPMENT CENTERS | |||||||
| 31 S MAIN ST | GLASSBORO | NJ | 08028 | N/A | PC | Glassboro Child Development Centers and Preschool and School Age Programs | $25,000 |
| GRANT FOUNDATION | |||||||
| 2840 LIBERTY AVE | PITTSBURGH | PA | 15222 | N/A | PC | General & Unrestricted | $5,000 |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA | |||||||
| 2100 ARCH ST 3RD FL | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $2,500 |
| JEVS FOUNDATION | |||||||
| 1845 WALNUT ST FL 7 | PHILADELPHIA | PA | 19103 | N/A | PC | Charitable Event | $500 |
| LOVE FROM LENNY | |||||||
| 741 N RINGGOLD ST | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $5,000 |
| NEIGHBORHOOD MUSIC SCHOOL INC | |||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | N/A | PC | I Am Shakespeare Documentary Project | $50,000 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | PC | General & Unrestricted | $2,500 |
| 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 & Unrestricted | $50,000 |
| SMITH MEMORIAL PLAYGROUNDS | |||||||
| 3500 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $3,741 |
| SOLAR YOUTH INC | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | N/A | PC | General & Unrestricted | $2,500 |
| SOLAR YOUTH INC | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | N/A | PC | Steward Support Team Initiative | $50,000 |
| SOUTH SHORE ROTARY FOUNDATION OF STATEN ISLAND INC | |||||||
| PO BOX 61068 | STATEN ISLAND | NY | 10306 | N/A | PC | Sparrow Ministries | $50,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE PEARSON 015 | SWARTHMORE | PA | 19081 | N/A | PC | Chester Children's Chorus Program | $5,000 |
| T A S K | |||||||
| 72 HALF ESCHER ST | TRENTON | NJ | 08605 | N/A | PC | General & Unrestricted | $2,500 |
| 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 |
| THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY | |||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | N/A | PC | La Jolla Playhouse Division | $5,000 |
| TRANSPLANT HOUSE | |||||||
| 401 N 3RD ST | PHILADELPHIA | PA | 19123 | N/A | PC | Gift of Life Family House Program | $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 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $5,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Charitable Event | $5,500 |
| UNITED STATES ASSOCIATION FOR UNHCR | |||||||
| 1775 K ST NW STE 580 | WASHINGTON | DC | 20006 | N/A | PC | Syrian refugees aid | $25,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,269,491 | 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 | $7,100 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,038,036 | 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 | -$1,362,007 | 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 | $683,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $683,129 | 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 | BOOKKEEPING & ACCOUNTING SRV | CategoryTxt |
| Amt | $6,430 | Amt |
| Net Investment Income | $2,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,450 | 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 of Hirschhorn Fry & Associates, a disqualified person which provides Accounting and Administrative services to the Foundation. During the taxable year ending December 31, 2015, the Foundation paid $8,430 for Accounting and Administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, 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 (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIG INC - 1.242% - 09/18/2023 | $729,724 | $719,888 |
| BANK NOVA SCOTIA - 4.000% - 01 | $750,000 | $700,125 |
| BARCLAYS CONTINGENT TO MARKET | $750,000 | $560,175 |
| BARCLAYS TEX CONTINGENT COUPON | $600,005 | $365,280 |
| CITIGROUP FDG INC - 0.000% - 0 | $750,005 | $789,749 |
| CITIGROUP INC MEDIUM TERM SR N | $600,000 | $212,940 |
| CREDIT SUISSE AG LONDON BRANCH | $750,000 | $645,375 |
| ENERGY TRANSFER PRTNRS L P - 3 | $790,510 | $535,500 |
| ENTERPRISE PRODUCTS - 7.034% - | $853,225 | $761,250 |
| GENWWORTH FINL - 6.150% - 11/1 | $677,198 | $202,500 |
| GOLDMAN SACHS - 5.375% - 12/31 | $609,005 | $596,250 |
| GOLDMAN SACHS GROUP INC - 0.88 | $500,005 | $499,460 |
| JP MORGAN CHASE - 5.300% - 12/ | $763,130 | $747,188 |
| JPMORGAN CHASE & CO MEDIUM TER | $750,000 | $668,625 |
| SLM CORP - 2.250% - 05/03/2019 | $499,751 | $420,540 |
| THE ROYAL BANK OF SCOTLAND (10 | $772,013 | $665,373 |
| WELLS FARGO & CO NEW DEPOSITAR | $795,005 | $789,375 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRAT INC OPP - INS | $4,000,000 | $3,941,584 |
| CITIGROUP CAPITAL XIII - 7.875 | $755,430 | $714,725 |
| CLEARBRIDGE AGGRESSIVE GROWTH | $6,000,165 | $5,647,197 |
| DB X TRACKERS MSCI EUROPE HEDG | $3,105,317 | $3,102,000 |
| FEDERATED STRAT VAL FD IS | $5,009,135 | $5,017,902 |
| HARDING LOEVNER INTL EQU | $5,500,001 | $5,555,578 |
| ISHARES RUSSELL 2000 | $1,096,931 | $1,126,200 |
| ISHARES TRUST MSCI EAFE INDEX | $3,996,616 | $3,746,336 |
| KBW REGIONAL BANKING ETF | $1,507,427 | $1,467,200 |
| MLTSR | $750,000 | $705,000 |
| SELECT SECTOR SPDR ENERGY FUND | $1,533,994 | $1,508,000 |
| SLM CORPORATION | $690,010 | $401,500 |
| SP500 ARN ISSUER BAC CAP 13.5% | $600,000 | $601,500 |
| SX5E ARN ISSUER BAC | $750,000 | $691,500 |
| SX5E ARN ISSUER BAC CAP 19.5% | $600,000 | $580,920 |
| VANGUARD FTSE EMERGING MARKETS | $3,008,452 | $2,451,615 |
| VANGUARD HIGH DIV YIELD | $5,300,966 | $5,540,250 |
| VANGUARD SMALL-CAP VALUE ETF | $4,006,674 | $4,010,062 |
| VANGUARD ST BOND ETF | $3,998,350 | $3,968,554 |
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 | $10,357 | LegalFeesAmt |
| Net Investment Income | $10,357 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $73,291 | $73,291 | |
| Bank Charges | $360 | $360 | |
| Cell Phone Plan | $199 | $199 | |
| Equipment/Furniture Purchase | $4,001 | $4,001 | |
| Indemnification Insurance | $1,270 | $1,270 | |
| FOUNDATION DUES & MEMBERSHIPS | $2,200 | $2,200 | |
| ANNUAL CREDIT CARD FEE | $175 | $175 | |
| Office Supplies | $577 | $577 | |
| Payroll Processing Fees | $1,178 | $1,178 | |
| Postage/Delivery Service | $79 | $79 | |
| Website Hosting/Support | $119 | $119 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administration of Foundation | $2,000 | $1,000 | $1,000 |
| Investment Management Services | $112,179 | $112,179 | |
| Website Development | $2,363 | $2,363 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $23,000 |
| 990-PF Extension for 2014 | $57,425 |