PINCUS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PINCUS FAMILY FOUNDATION (EIN 25-6874818)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202513039349101036
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T12:17:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $120,070,049 | 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 | $76,561 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76,561 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,237,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,237,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,108,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,094,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,108,952 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,422,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,422,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $773,683 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $773,683 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $152,904 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $152,904 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,062 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,062 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $404,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $316,582 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $88,024 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,281 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $79,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,505 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $237 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $82,095 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $82,095 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $136,520 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $136,520 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,483 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,483 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $281,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $322 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $281,007 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,934,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $318,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,536,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,383,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,268,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,317,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $318,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,805,034 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,105,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,104,427 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,825,636 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,602,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,602,113 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,101 | AcctRcvblAmt |
| Acct Rcvbl BOY | $47,832 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16,101 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,101 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $8,354,384 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,070,652 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,976,614 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $80,225,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,621,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,993,216 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,312,231 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,538,735 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,453,622 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,400 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $237 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $21,983 | LandEOYAmt |
| Land EOYFMV | $21,983 | LandEOYFMVAmt |
| Total Assets BOY | $101,772,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,877,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,070,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $101,772,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $103,877,614 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,772,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,877,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,772,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,877,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,772,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,105,196 | ExcessRevenueOverExpensesAmt |
| Subtotal | $103,877,614 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $103,877,614 | 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 | $36,094,729 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,985,777 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,108,952 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,108,952 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,108,952 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $140,452 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $140,452 | SubtotalAmt |
| Tax Based On Investment Income | $140,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $68,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $143,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $79 | EsPenaltyAmt |
| Overpayment | $2,969 | OverpaymentAmt |
| Applied To ES Tax | $2,969 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
| Karyn Gilvarg | ||||||||
| 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 |
| Bruce Rubin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Elizabeth Rubin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Nathaniel Pincus Schwarz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| DEBORAH JAMES-VANCE | |||||||
| TOWER COMMONS | Sewell | NJ | 08080 | Managing Director | 36.0 | $196,185 | $22,118 |
| SHEBA MAKONNEN | |||||||
| TOWER COMMONS | SEWELL | NJ | 08080 | Executive Assistant | 36.0 | $71,923 | $7,353 |
| KYRA D HOPKINS | |||||||
| TOWER COMMONS | SEWELL | NJ | 08080 | Programs Associate | 36.0 | $70,000 | $9,778 |
| STEPHANIE PIERSON | |||||||
| TOWER COMMONS | SEWELL | NJ | 08080 | Programs Associate | 36.0 | $62,019 | $10,571 |
| DANIELLE Y SCOTT | |||||||
| TOWER COMMONS | SEWELL | NJ | 08080 | PRESIDENT/CEO | 40.0 | $298,192 | $26,514 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HUNTER-MCCORMACK GROUP | |||||
| One Bryant Park 28th Floor | NEW YORK | NY | 10036 | Investment Mgmt | $308,682 |
| Foundation Source | |||||
| 55 Walls Drive suite 302 | Fairfield | CT | 06824 | Administrative | $100,402 |
| Software Performance Group | |||||
| 10120 Lakehaven Ct Suite 101 | Burke | VA | 22015 | Brand & Social Media | $58,250 |
| 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 | $115,789,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,106,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,527 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,898,074 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,898,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,798,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,099,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,904,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,904,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140,452 | TotalTaxAmt |
| Distributable Before Adj | $5,764,528 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,764,528 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,764,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,805,034 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $22,220 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,827,254 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,764,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,810,976 | UndistributedIncomePYAmt |
| Qualifying Distributions | $7,827,254 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,810,976 | AppliedToYear1Amt |
| Applied To Current Year | $4,016,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,748,250 | 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 (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 9 DOTS COMMUNITY LEARNING CENTER | |||||||
| 990 W 190TH ST STE 530 | TORRANCE | CA | 90502 | N/A | PC | Get Coding | $20,000 |
| ACADEMY OF NOTRE DAME DE NAMUR | |||||||
| 560 SPROUL RD | VILLANOVA | PA | 19085 | N/A | PC | ND Cares about Middle Years Resiliency | $10,000 |
| ALLENS LANE ART CENTER ASSOCIATION | |||||||
| ALLENS LN AND MACCALLUM STS | PHILADELPHIA | PA | 19119 | N/A | PC | Allens Lane Art Center Accessibility Initiative | $10,000 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 W 55TH ST | NEW YORK | NY | 10019 | N/A | PC | AileyCamp National | $10,000 |
| AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH | |||||||
| 1 NORTHFIELD PLZ STE 300 | NORTHFIELD | IL | 60093 | N/A | PC | DP and GP legacy support for 2023-2024 | $50,000 |
| ARTS FOR LEARNING CONNECTICUT | |||||||
| 1 EVERGREEN AVE STE 33 | HAMDEN | CT | 06518 | N/A | PC | Enriching the work of art educators | $50,000 |
| ARTWELL COLLABORATIVE INC | |||||||
| 100 W OXFORD ST STE E-1200 | PHILADELPHIA | PA | 19122 | N/A | PC | Sustaining Trauma-informed Arts Education in Philadelphia | $15,000 |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH ST | NEW YORK | NY | 10028 | N/A | PC | School-Based Mental Health | $25,000 |
| BENCHMARK SCHOOL | |||||||
| 2107 N PROVIDENCE RD | MEDIA | PA | 19063 | N/A | PC | Summer Scholars Program | $65,000 |
| BEYOND THE BARS INC | |||||||
| 3500 LANCASTER AVE | PHILADELPHIA | PA | 19104 | N/A | PC | Providing an Ecosystem of Support via music for Youth impacted by violence | $12,500 |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | N/A | PC | to restore oyster reefs to New York Harbor through public education initiatives | $25,000 |
| BLUE ENGINE INC | |||||||
| 430 PARK AVE FL 19 | NEW YORK | NY | 10022 | N/A | PC | Enhancing the Teaching Support Coaching/Model Framework | $75,000 |
| BLUE ENGINE INC | |||||||
| 430 PARK AVE FL 19 | NEW YORK | NY | 10022 | N/A | PC | Blue Engine Expansion Support fund | $100,000 |
| BNY MELLON CHARITABLE GIFT FUND | |||||||
| 201 WASHINGTON ST STE 024-0062 | BOSTON | MA | 02108 | N/A | PC | fund ID 30861 for annual discretionary grants | $100,000 |
| BOSTON MEDICAL CENTER CORPORATION | |||||||
| 960 MASSACHUSETTS AVE 2ND FL | BOSTON | MA | 02118 | N/A | PC | Center for the Urban Child and Healthy Family | $162,268 |
| BREAKTHROUGH OF GREATER PHILADELPHIA INC | |||||||
| 34 W COULTER ST | PHILADELPHIA | PA | 19144 | N/A | PC | General Operations to address stipends for Fellows | $50,000 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | Children and Youth Education Program | $7,500 |
| BUDUDA AMERICA FOUNDATION | |||||||
| 111 REX AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Agriculture Vocational Program Startup | $25,000 |
| BUSHFIRE THEATRE OF PERFORMING ARTS | |||||||
| 224 S 52ND ST | PHILADELPHIA | PA | 19139 | N/A | PC | The Big Book Club | $25,000 |
| CANAL DOCK BOATHOUSE INC | |||||||
| 475 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | Crew Haven Youth Development Program | $10,000 |
| CATCHAFIRE FOUNDATION | |||||||
| 1885 MISSION ST D3 | SAN FRANCISCO | CA | 94103 | N/A | PC | Capacity Building Program | $105,000 |
| CHILDREN FIRST PA | |||||||
| 900 SPRING GARDEN ST STE 600 | PHILADELPHIA | PA | 19123 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS GLOBAL HEALTH FUND INC | |||||||
| 254 MCLAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $700,000 |
| CITY YEAR INC | |||||||
| 44 WEST FLAGLER ST SUITE 500 | MIAMI | FL | 33130 | N/A | PC | Whole School Whole Child program across 8 Miami-Dade public schools | $50,000 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | N/A | PC | City Year Philadelphia's Whole School Whole Child program | $25,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN ST ANX 7TH FL | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $10,000 |
| COUNCIL OF NEW JERSEY GRANTMAKERS INC | |||||||
| 1977 N OLDEN AVE STE 238 | EWING | NJ | 08618 | N/A | PC | General & Unrestricted | $3,480 |
| DA VINCI ART ALLIANCE | |||||||
| 704 CATHARINE ST | PHILADELPHIA | PA | 19147 | N/A | PC | 2023 and 2024 STEAM Explorers | $10,000 |
| DINNER TABLE DOCUMENTARY INC | |||||||
| 353 HANCOCK ST | BROOKLYN | NY | 11216 | N/A | PC | creating safe spaces for black and brown girls, ages 10-18 | $50,000 |
| DIRECTED INITIATIVES FOR YOUTH INC | |||||||
| 4949 BULLARD AVE STE A | NEW ORLEANS | LA | 70128 | N/A | PC | General & Unrestricted | $50,000 |
| DIY GIRLS | |||||||
| 1201 TRUMAN ST STE D2 | SAN FERNANDO | CA | 91340 | N/A | PC | Creative Technologies Program | $35,000 |
| FEDERATION OF NEIGHBORHOOD CENTERS INC | |||||||
| 1901 S 9TH ST STE 212 | PHILADELPHIA | PA | 19148 | N/A | PC | Double Trellis, Direct Meal and Food Provisions | $5,000 |
| FIRST PERSON ARTS INC | |||||||
| 245 S 16TH ST | PHILADELPHIA | PA | 19102 | N/A | PC | Implementation of the "power of story" to every corner of philadelphia with a specific focus on violence prevention among youth | $15,000 |
| GEORGIA E GREGORY INTERDENOMINATIONAL SCHOOL OF MS | |||||||
| 1628 W ALLEGHENY AVE 30 | PHILADELPHIA | PA | 19132 | N/A | PC | 2023-Movement Through Music | $10,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | Increasing program reach to underserved girls in Chester and delaware counties to build confidence and empowerment through sel and running | $5,000 |
| GREATER PHILADELPHIA COALITION AGAINST HUNGER | |||||||
| 123 CHESTNUT ST STE 401 | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $50,000 |
| GREENER PARTNERS | |||||||
| PO BOX 221 | FAIRVIEW VLG | PA | 19409 | N/A | PC | addressing barriers to healthy eating and increasing access to fresh food in the Philadelphia region | $10,000 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR STE 11 | NEW HAVEN | CT | 06511 | N/A | PC | Expansion of The Hole in the Wall Gang Camp's Hospital outreach program HOP) into the DC Metro Region | $25,000 |
| HOPE PARTNERSHIP FOR EDUCATION | |||||||
| PO BOX 18718 | PHILADELPHIA | PA | 19132 | N/A | PC | Project Accelerate | $15,000 |
| INN DWELLING | |||||||
| 109 E PRICE ST | PHILADELPHIA | PA | 19144 | N/A | PC | Middle Years OST Enrichment Program | $15,000 |
| INTERFAITH CENTER OF GREATER PHILADELPHIA | |||||||
| 100 W OXFORD ST | PHILADELPHIA | PA | 19122 | N/A | PC | Interfaith Youth Initiatives | $25,000 |
| LAUREUS SPORT FOR GOOD FOUNDATION OF AMERICA | |||||||
| 645 FIFTH AVE 5TH FL | NEW YORK | NY | 10022 | N/A | PC | Training and support of Philadelphia's Interscholastic coaches with positive youth development best-practices with a focus on sel | $100,000 |
| LEVELING THE PLAYING FIELD INC | |||||||
| 1140 CONNECTICUT AVE NW STE 1200 | WASHINGTON | MD | 20036 | N/A | PC | sports equipment fund for under-resourced students and athletes | $5,000 |
| LOVE FUTBOL | |||||||
| 552 81ST ST APT 2F | BROOKLYN | NY | 11209 | N/A | PC | Philadelphia Growth and Expansion | $450,000 |
| MADONNA MISSION | |||||||
| 152 DEWINDT RD 430 | WINNETKA | IL | 60093 | N/A | PC | After School Program | $10,000 |
| MANNA | |||||||
| 420 N 20TH ST | PHILADELPHIA | PA | 19130 | N/A | PC | Meals for Children Impacted by Serious Illness and research collaboration with chop | $100,000 |
| MIGHTY WRITERS | |||||||
| 12 E CHURCH LN | PHILADELPHIA | PA | 19144 | N/A | PC | 2024 Mighty Writers SEL-integrated Literacy, Art, and work ready programs for long-term success | $5,000 |
| MUSIC HAVEN INC | |||||||
| 315 PECK ST | NEW HAVEN | CT | 06513 | N/A | PC | 2024 Music Haven's Music Education and Enrichment program | $25,000 |
| MYRIAD USA INC | |||||||
| 551 FIFTH AVE SUITE 2400 | NEW YORK | NY | 10176 | N/A | PC | Engaruka Healthy Community Organization (EHCO) | $15,000 |
| NEED IN DEED | |||||||
| 441 E HIGH ST UNIT A | PHILADELPHIA | PA | 19144 | N/A | PC | Educating and Increasing awareness of Civic Engagement for middle grades | $10,000 |
| NORTH CITY CONGRESS | |||||||
| 827 N FRANKLIN ST | PHILADELPHIA | PA | 19123 | N/A | PC | Middle Years Academic and Socio-emotional Summer Enrichment | $15,000 |
| NORTH CITY CONGRESS | |||||||
| 827 N FRANKLIN ST | PHILADELPHIA | PA | 19123 | N/A | PC | Intergenerational OST/Summer Enrichment | $56,000 |
| NXTHVN INC | |||||||
| 169 HENRY ST | NEW HAVEN | CT | 06511 | N/A | PC | Apprenticeship Program | $25,000 |
| OKO URBAN FARMS INC | |||||||
| 1036 BEDFORD AVE STE NO 1 | BROOKLYN | NY | 11205 | N/A | PC | strengthening operational capacity and programs | $75,000 |
| ONE HOUSE AT A TIME | |||||||
| 411 SUSQUEHANNA RD | AMBLER | PA | 19002 | N/A | PC | Fall 2023 Beds for Kids program | $10,000 |
| PEACEPLAYERS INTERNATIONAL | |||||||
| 1100 15TH ST NW STE 4 | WASHINGTON | DC | 20005 | N/A | PC | PeacePlayers United States Leadership Pipeline | $20,000 |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 N BROAD HAMILTON B STE410 | PHILADELPHIA | PA | 19102 | N/A | PC | 2024 Programs for High School Students | $25,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Experiential Learning embedded with SEL, Team Building, and mastery for middle grades | $25,000 |
| PHILADELPHIA YOUTH BASKETBALL INC | |||||||
| 4250 WISSAHICKON AVE | PHILADELPHIA | PA | 19129 | N/A | PC | General Operating Program Support for Philadelphia youth basketball's expansion | $75,000 |
| PHILADELPHIA YOUTH FOOTBALL ACADEMY | |||||||
| PO BOX 14234 | PHILADELPHIA | PA | 19138 | N/A | PC | Summer Programming | $2,500 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 1617 JFK BLVD 20TH FL | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $4,000 |
| PLAY ON PHILLY | |||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | N/A | PC | Program Expansion | $25,000 |
| PLAYWORKS EDUCATION ENERGIZED | |||||||
| 60 PARK PL STE 404 | NEWARK | NJ | 07102 | N/A | PC | Playworks PA: Creating Access to Organized Play for Philadelphia's underserved youth | $25,000 |
| REMEMBER NIGER COALITION | |||||||
| 430 E 8TH ST PMB 146 | HOLLAND | MI | 49423 | N/A | PC | Girls' Advancement 2023-24 Academic Year | $12,000 |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD ST 283 | PHILADELPHIA | PA | 19122 | N/A | PC | MusiCore After School and Summer | $10,000 |
| SMITH MEMORIAL PLAYGROUNDS | |||||||
| 3500 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | enhancing programs and increasing the options for play directed to youth age visitors | $150,000 |
| SOLAR YOUTH INC | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | N/A | PC | General & Unrestricted | $100,000 |
| SUMMER SEARCH NEW YORK CITY | |||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 94120 | N/A | PC | Depth Mentoring Institute | $12,500 |
| SUPRSEED INC | |||||||
| 3526 W SLAUSON AVE | LOS ANGELES | CA | 90043 | N/A | PC | GENERAL & UNRESTRICTED | $50,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | N/A | PC | General & Unrestricted | $100,000 |
| TEMPLE UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HI | |||||||
| PO BOX 22432 | NEW YORK | NY | 10087 | N/A | PC | Pincus Urban Health Fellowship fund | $252,502 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 34TH ST CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | Strengthening the Weakest Link in the Chain: Pincus Family Foundation 'Next Gen' Botswana Pediatric Patient Fund | $5,000 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | N/A | PC | David N. Pincus Global Health Fellowship Endowment fund | $2,000,000 |
| THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||
| 30 S 17TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | John F. McCloskey STEAM Project | $25,000 |
| THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||
| 30 S 17TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | MYA and Musicopia Drumlines, for an after-school percussion program | $10,000 |
| THE NEW HAVEN READS COMMUNITY BOOK BANK INC | |||||||
| 45 BRISTOL ST | NEW HAVEN | CT | 06511 | N/A | PC | Readers to Leaders | $24,000 |
| THE PINCUS FUND FOR HUNGER RELIEF | |||||||
| 123 EGG HARBOR RD STE 803 | SEWELL | NJ | 08080 | N/A | PF | Expenditure Responsibility grant | $115,000 |
| THE SCHOOL MINDFULNESS PROJECT INC | |||||||
| 413 S 3RD ST | PHILADELPHIA | PA | 19147 | N/A | PC | creating and sustaining 'mindful' school communities | $40,000 |
| TILT INSTITUTE FOR THE CONTEMPORARY IMAGE | |||||||
| 1400 N AMERICAN ST BSMT 103 | PHILADELPHIA | PA | 19122 | N/A | PC | Teen Photo OST Program | $10,000 |
| TOMORROWS WOMEN | |||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | N/A | PC | 2023 Young Leader Arts Program | $15,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | General & Unrestricted | $53,006 |
| UNSCRIPTED PROJECT | |||||||
| 3720 SPRUCE ST | PHILADELPHIA | PA | 19104 | N/A | PC | Improvisational theater education in Classrooms K-12 | $10,000 |
| WEST PHILADELPHIA ALLIANCE FOR CHILDREN | |||||||
| PO BOX 9981 | PHILADELPHIA | PA | 19118 | N/A | PC | Literacy & Library Access Collaborative | $5,000 |
| WISTAR INSTITUTE OF ANATOMY & BIOLOGY | |||||||
| 3601 SPRUCE ST | PHILADELPHIA | PA | 19104 | N/A | PC | Wistar High School Program in Biomedical Research and authentic classroom learning | $150,000 |
| YOGA 4 THE WORLD | |||||||
| 500 W CHELTEN AVE APT 305 | PHILADELPHIA | PA | 19144 | N/A | PC | Yoga 4 Elkin | $10,000 |
| YOUNG AUDIENCES OF EASTERN PA INC | |||||||
| PO BOX 3175 | PRINCETON | NJ | 08543 | N/A | PC | Philadelphia Arts Impact Initiative | $10,000 |
| YOUNG SCHOLARS CHARTER SCHOOL INC | |||||||
| 900 N MARSHALL ST | PHILADELPHIA | PA | 19123 | N/A | PC | Accelerating the Trajectory | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,383,256 | 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 | $76,561 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,237,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,108,952 | 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 | $10,422,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,422,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Hirschhorn | PersonNm |
| Short Explanation | *GEORGE HIRSCHHORN, TRUSTEE OF PINCUS FAMILY FOUNDATION (THE "FOUNDATION"), IS PRESIDENT OF THE ACCOUNTING FIRM HIRSCHHORN FRY AND ASSOCIATES, A DISQUALIFIED PERSON WHICH PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $15,800 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH ACCOUNTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LEASEHOLD IMPROVMT | PropertyDesc |
| Acquired | 2024-08-02 | AcquiredDt |
| Cost Or Other Basis | $22,220 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 39 | LifeRt |
| Current Year Expense | $237 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE PINCUS FUND FOR HUNGER RELIEF | ||||||||||
| 123 EGG HARBOR ROAD SUITE 803-C | SEWELL | NJ | 08080 | 2022-12-27 | $60,000 | TO SUPPORT THE HUNGER RELIEF PROJECT | $60,000 | NO | 08/14/2023, 06/20/2024 | NONE NECESSARY |
| THE PINCUS FUND FOR HUNGER RELIEF | ||||||||||
| 123 EGG HARBOR ROAD SUITE 803-C | SEWELL | NJ | 08080 | 2023-11-28 | $10,000 | TO SUPPORT THE HUNGER RELIEF PROJECT | $10,000 | NO | 06/20/2024 | NONE NECESSARY |
| THE PINCUS FUND FOR HUNGER RELIEF | ||||||||||
| 123 EGG HARBOR ROAD SUITE 803-C | SEWELL | NJ | 08080 | 2024-02-12 | $115,000 | TO SUPPORT THE HUNGER RELIEF PROJECT | $115,000 | NO | 03/14/2025 | NONE NECESSARY |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990-PF, PARTS I AND XIV | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $6,383,256 LESS AMOUNT NOT TREATED AS QUALIFYING DISTRIBUTION: $115,000 TOTAL PART I, LINE 25, COLUMN (D): $6,268,256 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE - 4.450% - 05/14/2046 | $100,684 | $97,030 |
| ABBVIE INC - 2.950% - 11/21/20 | $341,009 | $320,561 |
| AMGEN INC - 2.200% - 02/21/202 | $336,679 | $324,306 |
| ANGEL OAK MORTGAGE-BACKED SECU | $113,363 | $112,115 |
| ANTHEM INC - 2.375% - 01/15/20 | $325,178 | $323,720 |
| ASTRAZENECA PLC NOTE - 3.375% | $350,104 | $316,853 |
| BANK NOVA SCOTIA B CNOTE CALL | $189,477 | $197,256 |
| BRISTOL-MYERS - 3.200% - 06/15 | $345,345 | $318,289 |
| CAPITAL ONE FINL CORP - 6.312% | $187,713 | $192,099 |
| CARRIER GLOBAL COPR - 5.900% - | $128,917 | $129,462 |
| CIGNA CORP - 4.375% - 10/15/20 | $304,234 | $313,591 |
| CITIGROUP INC - 3.887% - 01/10 | $190,868 | $195,087 |
| CVS HEALTH CORP - 2.875% - 06/ | $341,765 | $317,543 |
| CVS HEALTH CORP - 5.050% - 03/ | $200,609 | $188,035 |
| ENERGY TRANSFER - 6.000% - 06/ | $94,279 | $94,789 |
| EOG RES - 4.150% - 01/15/2026 | $225,044 | $227,851 |
| GOLDMAN SACHS GROUP INC - 3.85 | $193,039 | $196,276 |
| HCA INC - 6.000% - 04/01/2054 | $192,503 | $189,852 |
| HEWLETT PACKARD ENTERPRISE CO | $100,410 | $95,252 |
| HOME DEPOT INC - 4.950% - 06/2 | $81,404 | $79,969 |
| JP MORGAN CHASE - 3.882% - 07/ | $256,205 | $257,011 |
| KROGER CO - 5.000% - 09/15/203 | $202,329 | $193,477 |
| LOWES COS INC - 1.700% - 09/15 | $95,410 | $98,432 |
| META PLATFORMS INC - 5.600% - | $200,052 | $194,335 |
| MICRON TECHNOLOGY - 5.300% - 0 | $120,471 | $120,854 |
| MORGAN STANLEY - 5.420% - 07/2 | $158,220 | $159,916 |
| PFIZER INC NOTE - 2.700% - 05/ | $238,620 | $223,046 |
| PNC FINANCIAL SERVICES NOTE - | $255,383 | $262,500 |
| REP SERVICES INC - 1.450% - 02 | $190,524 | $195,512 |
| ROYAL BANK OF CANADA - 1.200% | $254,444 | $265,000 |
| SCHWAB CHERLES NOTE - 6.136% - | $117,400 | $120,820 |
| SHIRE ACQUISITIONS - 3.200% - | $162,880 | $164,186 |
| TORONTO DOMINION BANK - 1.950% | $255,265 | $262,924 |
| TRUIST FINANCIAL CORP - 4.260% | $254,753 | $259,973 |
| U.S. BANCORP - 1.450% - 05/12/ | $239,368 | $248,134 |
| UNITED TECHNOLOGIES - 4.125% - | $194,787 | $197,566 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $254,412 | $239,717 |
| AGNICO EAGLE MINES LTD | $83,219 | $101,908 |
| ALPHABET INC CL A | $393,720 | $526,443 |
| AMAZON COM | $148,022 | $367,039 |
| AMPHENOL CORPORATION | $163,619 | $227,240 |
| APPLE INC | $607,621 | $925,051 |
| BLACKROCK INC | $209,148 | $295,232 |
| BLACKROCK STRAT INC OPP PORTFO | $3,817,268 | $3,636,467 |
| BOSTON SCIENTIFIC | $170,959 | $299,758 |
| BROADCOM INC | $130,341 | $336,864 |
| CENCORA INC | $112,941 | $107,846 |
| COHEN & STEERS PREFRRD SECS & | $2,375,000 | $2,418,253 |
| CONOCOPHILLIPS | $80,471 | $109,385 |
| COSTCO WHOLESALE CORPORATION | $190,551 | $344,518 |
| EDGEWOOD GROWTH FUND INSTI | $10,081,858 | $11,857,305 |
| ELI LILLY & CO | $153,636 | $195,316 |
| ENTERGY CORP | $165,707 | $190,763 |
| EXXON MOBIL CORP | $278,699 | $259,782 |
| FERRARI NV | $110,704 | $156,341 |
| HILTON WORLDWIDE HOLDINGS, INC | $119,063 | $190,066 |
| HOME DEPOT INC | $194,992 | $226,003 |
| HONEYWELL INTL | $109,089 | $117,689 |
| HOWMET AEROSPACE ORD SHS | $91,881 | $165,258 |
| INTERCONTINENTAL EXCHANGE, INC | $161,599 | $154,225 |
| INVESCO AEROSPACE & DEFENSE ET | $2,060,500 | $2,868,250 |
| INVESCO S&P 500 EQUAL WEIGHT E | $3,546,708 | $3,942,675 |
| ISHARES U.S. TECH BREAKTHROUGH | $2,525,600 | $2,925,450 |
| JOHNSON CONTROLS INTERNATIONAL | $170,638 | $176,014 |
| JP MORGAN CHASE | $207,872 | $382,577 |
| KENVUE INC | $52,275 | $56,492 |
| MARTIN MARIETTA MATLS INC | $142,627 | $121,894 |
| MCDONALD'S CORP | $162,660 | $166,397 |
| MICROSOFT CORP | $607,766 | $851,852 |
| NETFLIX INC | $114,958 | $233,526 |
| NUVEEN SANTA BARBARA DIVIDEND | $8,903,709 | $11,925,902 |
| NVIDIA CORP | $257,945 | $776,868 |
| PACER US CASH COWS 100 ETF | $10,161,497 | $11,982,231 |
| PACER US SMALL CAP CASH COWS 1 | $3,503,250 | $3,300,750 |
| PALO ALTO NETWORKS INC | $113,855 | $181,596 |
| PARKER HANNIFIN CP | $169,929 | $323,103 |
| PROCTER GAMBLE CO | $220,055 | $226,328 |
| PROGRESSIVE CORP OHIO | $109,054 | $210,138 |
| PROLOGIS | $169,712 | $152,419 |
| ROSS STORES, INC | $163,818 | $185,306 |
| S&P GLOBAL INC COM | $235,584 | $275,909 |
| SCHLUMBERGER LTD | $62,387 | $51,759 |
| SELECT SECTOR SPDR ENERGY FUND | $1,805,490 | $1,985,599 |
| SELECT SECTOR SPDR UTILITIES | $2,056,047 | $1,967,940 |
| SERVICE NOW | $149,055 | $256,549 |
| SPDR BLACKSTONE/GSO SENIOR LOA | $1,550,428 | $1,544,010 |
| SPDR S&P METALS & MINING ETF | $1,582,190 | $1,636,103 |
| TESLA MOTORS INC | $120,101 | $214,439 |
| UNION PACIFIC | $101,776 | $103,530 |
| UNITED RENTALS INC | $96,826 | $139,479 |
| VANGUARD HEALTH CARE ETF | $2,023,342 | $2,059,963 |
| VANGUARD HIGH DIV YIELD | $8,972,627 | $12,531,251 |
| VANGUARD INDUSTRIALS ETF | $1,493,554 | $2,167,407 |
| VANGUARD SMALL-CAP VALUE ETF | $3,551,803 | $3,866,492 |
| VANGUARD TOTAL INTERNATIONAL S | $2,327,291 | $2,539,294 |
| VISA INC | $261,323 | $368,503 |
| WAL-MART STORES INC | $205,563 | $357,696 |
| WELLTOWER INC. | $109,161 | $163,587 |
| WESTERN DIGITAL CORP | $173,525 | $160,584 |
| ZOETIS INC | $174,609 | $164,885 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,070,652 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,976,614 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITY DEPOSIT-TOWER COMMONS | CategoryOrItemTxt |
| Book Value | $6,400 | BookValueAmt |
| EOYFMV | $6,400 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEASEHOLD IMPROVMT | CategoryOrItemTxt |
| Cost Or Other Basis | $22,220 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $237 | AccumulatedDepreciationAmt |
| Book Value | $21,983 | BookValueAmt |
| EOYFMV | $21,983 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $18,062 | LegalFeesAmt |
| Disbursements Charitable Prps | $18,062 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $100,402 | $100,402 | |
| Bank Charges | $322 | $322 | |
| Computers/Electronic Devices | $8,114 | $8,114 | |
| Digital Subscriptions | $8,817 | $8,817 | |
| Equipment Maintenance | $388 | $388 | |
| Equipment/Furniture Purchase | $13,417 | $13,417 | |
| Foundation Dues & Memberships | $40,124 | $40,124 | |
| PLAN ADMINISTRATION FEES | $2,575 | $2,575 | |
| Indemnification Insurance | $762 | $762 | |
| STORAGE FEES | $8,906 | $8,906 | |
| ANNUAL CREDIT CARD MEMBERSHIP | $1,037 | $1,037 | |
| CREDIT CARD FEES | $117 | $117 | |
| Office Supplies | $13,364 | $13,364 | |
| Payroll Processing Fees | $5,244 | $5,244 | |
| Postage/Delivery Service | $429 | $429 | |
| SOCIAL MEDIA/ADVERTISING EXP | $41,000 | $41,000 | |
| State or Local Filing Fees | $160 | $160 | |
| Temp Help | $1,335 | $1,335 | |
| TRAINING & PROF DEVELOPMENT | $26,965 | $26,965 | |
| Website Hosting/Support | $7,851 | $7,851 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Employee Recruiting/Temp Agenc | $17,000 | $17,000 | |
| Investment Management Services | $308,682 | $308,682 | |
| IT SUPPORT SERVICES | $11,635 | $11,635 | |
| PHOTOGRAPHY SERVICES | $1,594 | $1,594 | |
| INSTALLATION SERVICES | $7,650 | $7,650 | |
| ADMINISTRATION OF FOUNDATION | $15,800 | $7,900 | $7,900 |
| SIGNAGE SERVICES | $3,295 | $3,295 | |
| BRANDING SERVICES | $37,250 | $37,250 | |
| WRITING SERVICES | $700 | $700 | |
| WEBSITE DEVELOPMENT | $1,000 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $74,600 | |
| 990-PF Excise Tax for 2023 | $3,079 | |
| Foreign Tax Paid | $1,505 | $1,505 |